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11 Best Large Cap Equity Funds 2019
Equity Investing or when one thinks of Mutual Funds, the first thought that comes to one's mind are Equity Funds. Within equity, one thinks of large-cap equity or diversified equity.
Large cap mutual funds are considered to be one of the safer investments in equities as they have good returns and are less volatile to market fluctuations compared to other equity funds i.e., mid and Small cap funds. Equity investing has its rewards as well as there are various risks in it too. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.
Choosing the top large cap fund or best large cap mutual funds is an important task that needs to be given its due importance. Looking at various factors and by doing adequate research can one narrow down to a list of say top 10 best large cap mutual funds 2019 to finally choose from. We see below the benefits of investing in large cap mutual funds, how to select the best Large cap funds and finally, a list of the top 10 best large cap funds to invest in 2019.
How to Select Large Cap Funds?
Choosing the right large-cap mutual fund is never easy. Some funds tend to perform well, while other funds tend to languish. But, there are a few parameters that investors have to look while choosing a right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding on which is the best large cap fund.
Quantitative Factors
The scheme or mutual fund rating could be a good starting point. This needs to be supplemented with other data such as fund age, assets under management (AUM), past returns, expense ratio etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 1000 crore and also must have a minimum average allocation of 65 percent to large cap stocks over the past one year.
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Qualitative Factors
This further needs to be filtered with qualitative factors such as fund house reputation, the fund manager track record and the investment process. One must select the fund house on which you have faith to invest your money. Identifying fund houses that have a strong presence in the market and provide a variety of funds that have a long and consistent track record. One should also see how many of the funds are top performers. A fund manager with a good track record is a must. An Asset Management Company with a set institutionalised investment process is also important since this ensures that it's a process that gets you to make money rather than just a fund manager (person - and hence keyman risk). By doing the above, one can try and select the best large cap fund or even make a list of the top 10 best large cap funds to invest in.
Top 11 Best Performing Large Cap Mutual Funds FY 19 - 20
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Reliance Large Cap Fund Growth ₹35.3762
↑ 0.05 ₹12,772 -1.3 5.7 11.6 13.2 12.2 -0.2 ICICI Prudential Bluechip Fund Growth ₹42.58
↑ 0.05 ₹21,846 -0.5 5.1 6.7 10.9 10.7 -0.8 SBI Bluechip Fund Growth ₹39.9698
↑ 0.12 ₹22,217 0.7 7.6 5.1 9 11.7 -4.1 Aditya Birla Sun Life Frontline Equity Fund Growth ₹226.03
↑ 0.82 ₹22,023 -1.1 4.5 4.6 9.1 10.2 -2.9 HDFC Top 100 Fund Growth ₹506.609
↑ 0.59 ₹16,705 0.6 8.3 14.8 12.7 10.2 0.1 TATA Large Cap Fund Growth ₹225.896
↑ 0.27 ₹791 2.5 9 8.7 9.7 9.9 -3.6 BNP Paribas Large Cap Fund Growth ₹90.97
↑ 0.32 ₹781 2.8 8.9 7.5 9 10.5 -4 Kotak Bluechip Fund Growth ₹234.772
↑ 0.50 ₹1,406 -0.9 6.6 4.6 8.8 10.6 -2.1 Franklin India Bluechip Fund Growth ₹461.28
↓ -0.17 ₹7,793 -3.2 2.6 2.5 6.3 9.2 -3.6 Axis Bluechip Fund Growth ₹29.59
↑ 0.09 ₹5,144 3.2 10.5 5.4 13.9 11.6 6.5 JM Large Cap Fund Growth ₹66.6733
↑ 0.06 ₹2,491 -0.2 2.8 2.4 6.3 7.2 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 19 500 Crore.
(Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Reliance Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Reliance Large Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Focused Bluechip Equity Fund) To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund
Manager reserves the right to increase the number of companies to more than 20. ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on (Erstwhile SBI Blue Chip Fund) To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Bluechip Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200. Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Frontline Equity Fund Returns up to 1 year are on (Erstwhile HDFC Top 200) To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index.
Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market
capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation. HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a Below is the key information for TATA Large Cap Fund Returns up to 1 year are on (Erstwhile BNP Paribas Equity Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no
assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio of predominantly equity and
equity related securities. The portfolio will generally comprise of equity and equity
related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme
will be realized Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Bluechip Fund Returns up to 1 year are on The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation. Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Bluechip Fund Returns up to 1 year are on (Erstwhile Axis Equity Fund) To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap
companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a Below is the key information for Axis Bluechip Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. Reliance Large Cap Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 20 in Large Cap category. Return for 2018 was -0.2% , 2017 was 38.4% and 2016 was 2.2% . Reliance Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (17 Jul 19) ₹35.3762 ↑ 0.05 (0.14 %) Net Assets (Cr) ₹12,772 on 30 Apr 19 Category Equity - Large Cap AMC Reliance Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio 0.37 Information Ratio 0.31 Alpha Ratio 0.49 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,009 30 Jun 16 ₹11,846 30 Jun 17 ₹14,738 30 Jun 18 ₹15,815 30 Jun 19 ₹18,029 Returns for Reliance Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1.5% 3 Month -1.3% 6 Month 5.7% 1 Year 11.6% 3 Year 13.2% 5 Year 12.2% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 -0.2% 2017 38.4% 2016 2.2% 2015 1.1% 2014 54.6% 2013 4.2% 2012 41% 2011 -26.4% 2010 19.4% 2009 73.4% Fund Manager information for Reliance Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 11.49 Yr. Kinjal Desai 25 May 18 0.69 Yr. Data below for Reliance Large Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 33.93% Industrials 19.86% Consumer Cyclical 12.27% Health Care 8.9% Energy 6.55% Consumer Defensive 4.92% Technology 4.5% Basic Materials 3.65% Utility 3.41% Communication Services 1.57% Asset Allocation
Asset Class Value Cash 0.29% Equity 99.56% Other 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN10% ₹1,246 Cr 34,500,000
↓ -2,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹1,049 Cr 24,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT7% ₹854 Cr 5,500,000
↓ -500,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC6% ₹755 Cr 27,553,000
↑ 5,100,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322156% ₹728 Cr 9,000,000
↑ 1,000,000 Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 5321344% ₹492 Cr 40,500,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹425 Cr 5,801,752
↓ -200,000 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 17 | TATASTEEL3% ₹414 Cr 8,200,316 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 16 | SUNPHARMA3% ₹381 Cr 9,500,000 Siemens Ltd (Industrials)
Equity, Since 30 Sep 18 | 5005503% ₹370 Cr 2,819,272
↑ 35,900 2. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 21 in Large Cap category. Return for 2018 was -0.8% , 2017 was 32.7% and 2016 was 7.7% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (17 Jul 19) ₹42.58 ↑ 0.05 (0.12 %) Net Assets (Cr) ₹21,846 on 30 Apr 19 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.18 Information Ratio -0.42 Alpha Ratio -2.06 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹11,472 30 Jun 16 ₹11,939 30 Jun 17 ₹14,139 30 Jun 18 ₹15,679 30 Jun 19 ₹17,095 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.1% 3 Month -0.5% 6 Month 5.1% 1 Year 6.7% 3 Year 10.9% 5 Year 10.7% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 -0.8% 2017 32.7% 2016 7.7% 2015 -0.2% 2014 41.1% 2013 10.2% 2012 26.8% 2011 -16.4% 2010 27.1% 2009 91.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Rajat Chandak 14 Jul 17 1.63 Yr. Priyanka Khandelwal 15 Jun 17 1.71 Yr. Anish Tawakley 5 Sep 18 0.48 Yr. Data below for ICICI Prudential Bluechip Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 32.59% Technology 8.92% Basic Materials 8.64% Consumer Cyclical 8.3% Consumer Defensive 6.84% Energy 6.77% Utility 5.96% Industrials 5.47% Communication Services 4.5% Health Care 2.44% Asset Allocation
Asset Class Value Cash 6.58% Equity 93.17% Other 0.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹2,112 Cr 8,641,590
↑ 249,078 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK7% ₹1,486 Cr 34,000,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY6% ₹1,242 Cr 16,967,865
↑ 189,591 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹886 Cr 25,572,114 NTPC Ltd (Utilities)
Equity, Since 28 Feb 15 | 5325554% ₹879 Cr 62,205,525 Treps
CBLO/Reverse Repo | -4% ₹866 Cr Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC4% ₹840 Cr 3,832,165 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹839 Cr 10,377,791 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT4% ₹807 Cr 5,198,470 91 DTB 29082019
Sovereign Bonds | -4% ₹802 Cr 81,010,600 3. SBI Bluechip Fund
CAGR/Annualized return of 10.9% since its launch. Ranked 9 in Large Cap category. Return for 2018 was -4.1% , 2017 was 30.2% and 2016 was 4.8% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (17 Jul 19) ₹39.9698 ↑ 0.12 (0.31 %) Net Assets (Cr) ₹22,217 on 30 Apr 19 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.42 Sharpe Ratio -0.14 Information Ratio -1.21 Alpha Ratio -7.36 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,639 30 Jun 16 ₹13,403 30 Jun 17 ₹15,523 30 Jun 18 ₹16,695 30 Jun 19 ₹18,005 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.4% 3 Month 0.7% 6 Month 7.6% 1 Year 5.1% 3 Year 9% 5 Year 11.7% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% 2012 38.2% 2011 -24.2% 2010 11.9% 2009 87.9% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Sohini Andani 1 Sep 10 8.67 Yr. Data below for SBI Bluechip Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 38.73% Industrials 12% Basic Materials 9.86% Consumer Defensive 8.41% Consumer Cyclical 6.83% Energy 6.67% Technology 5.37% Health Care 3.46% Utility 1.38% Asset Allocation
Asset Class Value Cash 7.3% Equity 92.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK9% ₹2,092 Cr 8,560,189
↓ -500,000 Treps
CBLO/Reverse Repo | -7% ₹1,533 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK6% ₹1,270 Cr 29,044,354
↑ 1,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT6% ₹1,252 Cr 8,062,209 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹1,025 Cr 37,425,226 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN4% ₹1,009 Cr 27,919,243 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC4% ₹929 Cr 4,238,989
↓ -500,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND3% ₹756 Cr 634,722 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY3% ₹715 Cr 9,763,488 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹657 Cr 8,126,751 4. Aditya Birla Sun Life Frontline Equity Fund
CAGR/Annualized return of 20.3% since its launch. Ranked 14 in Large Cap category. Return for 2018 was -2.9% , 2017 was 30.6% and 2016 was 7.4% . Aditya Birla Sun Life Frontline Equity Fund
Growth Launch Date 30 Aug 02 NAV (17 Jul 19) ₹226.03 ↑ 0.82 (0.36 %) Net Assets (Cr) ₹22,023 on 30 Apr 19 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 0.01 Information Ratio -0.85 Alpha Ratio -7.51 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹11,843 30 Jun 16 ₹12,285 30 Jun 17 ₹14,618 30 Jun 18 ₹15,522 30 Jun 19 ₹16,492 Returns for Aditya Birla Sun Life Frontline Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1.2% 3 Month -1.1% 6 Month 4.5% 1 Year 4.6% 3 Year 9.1% 5 Year 10.2% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 -2.9% 2017 30.6% 2016 7.4% 2015 1.1% 2014 44.7% 2013 9.3% 2012 36.1% 2011 -22.9% 2010 18.7% 2009 90.5% Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
Name Since Tenure Mahesh Patil 17 Nov 05 13.21 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 41.98% Technology 9.48% Consumer Defensive 8.84% Consumer Cyclical 8.39% Basic Materials 8.28% Energy 7.5% Industrials 5.88% Health Care 3.94% Utility 2.56% Communication Services 0.99% Real Estate 0.68% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.08% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK10% ₹2,309 Cr 9,519,425 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹1,745 Cr 41,174,640 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY5% ₹1,127 Cr 15,280,074 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC4% ₹985 Cr 35,365,669 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC4% ₹944 Cr 4,324,964 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN4% ₹944 Cr 26,776,434
↓ -965,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE4% ₹854 Cr 6,418,690
↑ 444,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT3% ₹769 Cr 4,934,715
↑ 196,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | INDUSINDBK2% ₹530 Cr 3,299,791
↑ 537,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322152% ₹506 Cr 6,264,312 5. HDFC Top 100 Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 43 in Large Cap category. Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (17 Jul 19) ₹506.609 ↑ 0.59 (0.12 %) Net Assets (Cr) ₹16,705 on 30 Apr 19 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.57 Information Ratio 0.16 Alpha Ratio 3.81 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹10,735 30 Jun 16 ₹10,798 30 Jun 17 ₹13,264 30 Jun 18 ₹13,909 30 Jun 19 ₹16,447 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.5% 3 Month 0.6% 6 Month 8.3% 1 Year 14.8% 3 Year 12.7% 5 Year 10.2% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 0.1% 2017 32% 2016 8.5% 2015 -6.1% 2014 46.5% 2013 4% 2012 32.4% 2011 -24.3% 2010 25.1% 2009 94.5% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Prashant Jain 19 Jun 03 15.63 Yr. Amar Kalkundrikar 10 Jan 19 0.06 Yr. Data below for HDFC Top 100 Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 36.88% Technology 13.56% Energy 13.09% Industrials 9.63% Basic Materials 9.39% Utility 9.09% Consumer Defensive 4.27% Health Care 3.3% Asset Allocation
Asset Class Value Cash 0.75% Equity 99.24% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK8% ₹1,406 Cr 33,174,853
↓ -1,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN8% ₹1,391 Cr 39,456,500
↓ -3,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE8% ₹1,360 Cr 10,220,764
↓ -72,500 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY7% ₹1,200 Cr 16,259,954 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK7% ₹1,178 Cr 4,857,681
↓ -400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹1,131 Cr 7,258,828 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹746 Cr 26,777,048
↑ 1,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325554% ₹735 Cr 55,170,537 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹712 Cr 3,241,062 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322154% ₹675 Cr 8,355,405 6. TATA Large Cap Fund
CAGR/Annualized return of 20.2% since its launch. Ranked 35 in Large Cap category. Return for 2018 was -3.6% , 2017 was 29.5% and 2016 was 2.9% . TATA Large Cap Fund
Growth Launch Date 7 May 98 NAV (17 Jul 19) ₹225.896 ↑ 0.27 (0.12 %) Net Assets (Cr) ₹791 on 30 Apr 19 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0.15 Information Ratio -1.11 Alpha Ratio -7.33 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹11,645 30 Jun 16 ₹11,816 30 Jun 17 ₹13,660 30 Jun 18 ₹14,544 30 Jun 19 ₹16,333 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.6% 3 Month 2.5% 6 Month 9% 1 Year 8.7% 3 Year 9.7% 5 Year 9.9% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.6% 2017 29.5% 2016 2.9% 2015 1.3% 2014 36% 2013 8% 2012 28.5% 2011 -21.2% 2010 19% 2009 77.2% Fund Manager information for TATA Large Cap Fund
Name Since Tenure Rupesh Patel 18 Jun 18 0.62 Yr. Ennette Fernandes 18 Jun 18 0.62 Yr. Data below for TATA Large Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 43.37% Technology 12.46% Industrials 9.99% Consumer Defensive 8.4% Energy 7.18% Consumer Cyclical 5.94% Health Care 3.68% Basic Materials 2.74% Utility 2.71% Asset Allocation
Asset Class Value Cash 3.79% Equity 96.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK10% ₹79 Cr 1,860,000
↓ -140,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK9% ₹71 Cr 291,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322158% ₹62 Cr 770,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN7% ₹61 Cr 1,725,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY7% ₹60 Cr 810,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT7% ₹55 Cr 356,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC6% ₹51 Cr 1,822,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹39 Cr 295,000 A) Repo
CBLO/Reverse Repo | -4% ₹31 Cr Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS4% ₹31 Cr 140,000 7. BNP Paribas Large Cap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 38 in Large Cap category. Return for 2018 was -4% , 2017 was 37% and 2016 was -5.5% . BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (17 Jul 19) ₹90.97 ↑ 0.32 (0.35 %) Net Assets (Cr) ₹781 on 30 Apr 19 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 0.1 Information Ratio -1.08 Alpha Ratio -6.28 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,443 30 Jun 16 ₹12,472 30 Jun 17 ₹14,446 30 Jun 18 ₹15,152 30 Jun 19 ₹16,691 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1% 3 Month 2.8% 6 Month 8.9% 1 Year 7.5% 3 Year 9% 5 Year 10.5% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 -4% 2017 37% 2016 -5.5% 2015 5.6% 2014 47.4% 2013 8.7% 2012 30.5% 2011 -17.8% 2010 18.1% 2009 56.8% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Abhijeet Dey 16 Nov 16 2.54 Yr. Karthikraj Lakshmanan 7 Oct 16 2.65 Yr. Data below for BNP Paribas Large Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 42.6% Consumer Defensive 9.65% Technology 9.1% Consumer Cyclical 8.31% Basic Materials 8.05% Energy 8% Industrials 7.92% Communication Services 2.89% Asset Allocation
Asset Class Value Cash 3.49% Equity 96.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK10% ₹77 Cr 318,000
↓ -12,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK9% ₹71 Cr 1,675,000
↓ -76,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322157% ₹53 Cr 650,000
↑ 35,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY5% ₹40 Cr 540,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE4% ₹35 Cr 265,000
↑ 15,000 Treps
CBLO/Reverse Repo | -4% ₹33 Cr Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS4% ₹32 Cr 145,000
↑ 35,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK4% ₹31 Cr 205,000
↓ -80,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT4% ₹30 Cr 194,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN4% ₹29 Cr 815,000
↑ 215,000 8. Kotak Bluechip Fund
CAGR/Annualized return of since its launch. Ranked 32 in Large Cap category. Return for 2018 was -2.1% , 2017 was 29.2% and 2016 was 2.9% . Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (17 Jul 19) ₹234.772 ↑ 0.50 (0.21 %) Net Assets (Cr) ₹1,406 on 30 Apr 19 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.2 Sharpe Ratio 0.15 Information Ratio -1.42 Alpha Ratio -6.1 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,155 30 Jun 16 ₹12,549 30 Jun 17 ₹14,471 30 Jun 18 ₹15,484 30 Jun 19 ₹16,740 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.1% 3 Month -0.9% 6 Month 6.6% 1 Year 4.6% 3 Year 8.8% 5 Year 10.6% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2018 -2.1% 2017 29.2% 2016 2.9% 2015 3.8% 2014 42.5% 2013 4.3% 2012 23.4% 2011 -18.5% 2010 16.3% 2009 66.7% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Harish Krishnan 1 Jan 14 5.09 Yr. Data below for Kotak Bluechip Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 41.83% Technology 11.14% Energy 10.53% Basic Materials 9.31% Industrials 7.54% Consumer Cyclical 6.9% Consumer Defensive 5.84% Health Care 2.85% Utility 2.15% Real Estate 0.61% Asset Allocation
Asset Class Value Cash 1.29% Equity 98.71% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹134 Cr 550,800 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE9% ₹120 Cr 900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹103 Cr 2,425,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY6% ₹79 Cr 1,065,200
↓ -28,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322156% ₹77 Cr 950,000
↑ 25,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS4% ₹53 Cr 242,650
↑ 30,800 State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN4% ₹53 Cr 1,491,800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹53 Cr 345,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC4% ₹52 Cr 238,250 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹49 Cr 315,000 9. Franklin India Bluechip Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 41 in Large Cap category. Return for 2018 was -3.6% , 2017 was 26.3% and 2016 was 6.4% . Franklin India Bluechip Fund
Growth Launch Date 1 Dec 93 NAV (17 Jul 19) ₹461.28 ↓ -0.17 (-0.04 %) Net Assets (Cr) ₹7,793 on 30 Apr 19 Category Equity - Large Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.02 Information Ratio -2.13 Alpha Ratio -4.25 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹11,927 30 Jun 16 ₹12,472 30 Jun 17 ₹14,108 30 Jun 18 ₹15,047 30 Jun 19 ₹15,658 Returns for Franklin India Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1% 3 Month -3.2% 6 Month 2.6% 1 Year 2.5% 3 Year 6.3% 5 Year 9.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.6% 2017 26.3% 2016 6.4% 2015 2% 2014 37.2% 2013 4.1% 2012 26.8% 2011 -18.2% 2010 23% 2009 84.5% Fund Manager information for Franklin India Bluechip Fund
Name Since Tenure Anand Radhakrishnan 4 Apr 07 12.16 Yr. Roshi Jain 2 May 16 3.08 Yr. Srikesh Nair 1 Dec 15 3.5 Yr. Data below for Franklin India Bluechip Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 28.7% Technology 13.02% Basic Materials 10.35% Communication Services 9.06% Consumer Cyclical 7.41% Industrials 7.03% Consumer Defensive 5.76% Energy 5.22% Utility 4.84% Health Care 4.2% Asset Allocation
Asset Class Value Equity 95.59% Other 4.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK8% ₹606 Cr 2,500,000
↓ -600,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY7% ₹494 Cr 6,700,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL6% ₹470 Cr 13,477,611
↑ 2,977,611 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹466 Cr 11,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322156% ₹404 Cr 5,000,000
↓ -500,000 Call, Cash & Other Assets
Receivables | -4% ₹320 Cr Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹312 Cr 2,000,000
↓ -500,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹264 Cr 7,500,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | M&M3% ₹246 Cr 3,800,000 HCL Technologies Ltd (Technology)
Equity, Since 31 May 14 | HCLTECH3% ₹219 Cr 2,000,000 10. Axis Bluechip Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 58 in Large Cap category. Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (17 Jul 19) ₹29.59 ↑ 0.09 (0.31 %) Net Assets (Cr) ₹5,144 on 30 Apr 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.45 Information Ratio -0.12 Alpha Ratio -1.02 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹11,283 30 Jun 16 ₹11,405 30 Jun 17 ₹12,980 30 Jun 18 ₹15,819 30 Jun 19 ₹17,475 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.4% 3 Month 3.2% 6 Month 10.5% 1 Year 5.4% 3 Year 13.9% 5 Year 11.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% 2010 2009 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 2.19 Yr. Data below for Axis Bluechip Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 44.08% Technology 12.49% Consumer Defensive 9.36% Basic Materials 5.74% Consumer Cyclical 5.2% Industrials 4.16% Energy 2.92% Health Care 1.67% Communication Services 0.91% Asset Allocation
Asset Class Value Cash 11.51% Equity 88.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -13% ₹745 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹563 Cr 2,320,000
↑ 120,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK9% ₹510 Cr 3,350,000
↑ 190,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000349% ₹503 Cr 1,450,000
↑ 11,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS8% ₹479 Cr 2,180,000
↑ 120,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹322 Cr 7,598,079
↑ 48,079 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹288 Cr 1,320,000
↑ 290,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹239 Cr 3,240,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT4% ₹239 Cr 1,533,300
↑ 233,300 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403764% ₹226 Cr 1,710,893
↑ 190,893 11. JM Large Cap Fund
CAGR/Annualized return of 8.1% since its launch. Ranked 73 in Large Cap category. Return for 2018 was 0.8% , 2017 was 20.9% and 2016 was 1.8% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (17 Jul 19) ₹66.6733 ↑ 0.06 (0.08 %) Net Assets (Cr) ₹2,491 on 30 Apr 19 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.13 Information Ratio -1.26 Alpha Ratio -2.86 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,000 30 Jun 16 ₹11,730 30 Jun 17 ₹13,056 30 Jun 18 ₹13,945 30 Jun 19 ₹14,445 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 0.3% 3 Month -0.2% 6 Month 2.8% 1 Year 2.4% 3 Year 6.3% 5 Year 7.2% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% 2013 1.7% 2012 29.5% 2011 -31% 2010 12.9% 2009 60.4% Fund Manager information for JM Large Cap Fund
Name Since Tenure Asit Bhandarkar 5 Oct 17 1.32 Yr. Chaitanya Choksi 1 Aug 14 4.51 Yr. Data below for JM Large Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 24.03% Energy 13.71% Technology 11.75% Consumer Defensive 9.36% Consumer Cyclical 7.28% Basic Materials 6.61% Health Care 3.36% Industrials 2.44% Utility 1.34% Communication Services 0.86% Asset Allocation
Asset Class Value Cash 58.69% Equity 40.46% Debt 0.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cash Offset For Derivatives
Derivative Margin | -40% ₹885 Cr 88,529
↓ -16,766 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE10% ₹220 Cr 1,650,482
↓ -92,260 Idfc First Bank Ltd
Net Current Assets | -8% ₹168 Cr Reliance Industries Ltd. - Jul - 2019
Derivatives | -6% -₹122 Cr 917,000
↑ 917,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK6% ₹121 Cr 500,700
↓ -27,600 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | ITC5% ₹121 Cr 4,328,771
↑ 329,510 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC5% ₹115 Cr 526,689
↓ -118,470 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 15 | TCS5% ₹104 Cr 472,725
↓ -10,775 JM Low Duration Dir Gr
Investment Fund | -5% ₹100 Cr 37,330,942
↑ 37,330,942 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY4% ₹78 Cr 1,055,542
↓ -563,400
Why to Invest in Best Large Cap Mutual Funds
1. Stable Investment
Large companies are well-established which means that they have more consistent income. The large cap fund invests in companies that are large, have been around for many years, have a stable workforce and an establish product/service that generates revenue. That is why one of the greatest benefits of large cap stocks is the stability they provide.This reflects in the portfolio of the large cap mutual fund and in its NAV too.
2. Steady Returns
In long-term, though large-cap funds have lower returns than mid cap and small cap funds, the returns in large cap funds are more steady. The volatility in mid-caps is much higher and one sees more periods of losses in mid caps than large caps. As an investor if one wants to invest in equities, then investing in large cap mutual funds could be a starting point.
3. Less Volatile
Large cap funds are less volatile than mid cap and small cap funds. This has also been proven with historical data too. The image below has an analysis of Large Cap's average annual returns of last 15 years. This is done by using BSE Sensex as a proxy for large-cap and BSE mid-cap for mid-caps.
4. Moderately High-Risk
As the investments are made in large companies, these funds tend to have low risk compared to mid-cap and small-cap funds. While large cap mutual funds are a relatively lower risk as compared to mid-caps or small caps, one needs to remember that the underlying investment is equity. Equity investing can lead to losses in the short run. One should be prepared to see losses and not lose sleep over the same. However, if one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make a certain amount of profits.
How to Invest in Best Large Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Conclusion
Since large cap funds invest in companies with large market capitalization, these companies have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large cap funds is considered to be the safest of all equity mutual fund categories. however, one should always remember that the underlying investment is equity and there are risks to equity investing. While risks of large cap mutual funds are relatively lower, the returns would also be steady and not exceptional returns during bull market phases. Investors who prefer moderate yet sustained returns with a certain degree of risk; can invest in the best large cap funds!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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