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11 Best performing Large Cap Mutual Funds in India for 2022

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2022

Updated on June 23, 2022 , 72096 views

Ideally, when someone thinks of Investing, the first thought that comes to one's mind will mostly be equity. When you further explore Equity Funds, you will large-cap funds.

Large cap Mutual Funds are considered to be one of the safest investments in equities as they have good returns and are less volatile to Market fluctuations compared to other equity funds i.e., mid & Small cap funds. These funds invest in the stock of big companies. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.

Best Large Cap Mutual Funds

Choosing the best large cap mutual fund is an important task that needs to be given due importance. Let's 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 2022.

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 at while choosing the right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding upon a fund.

Quantitative Factors

The 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 choose from.

Top 11 Best Performing Large Cap Mutual Funds FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Canara Robeco Bluechip Equity Fund Growth ₹36.8
↑ 0.32
₹6,858-8.2-9.8-2.913.512.124.5
IDBI India Top 100 Equity Fund Growth ₹35.07
↑ 0.33
₹567-9.5-9.20.413.38.931.2
Kotak Bluechip Fund Growth ₹335.501
↑ 3.22
₹4,279-7.1-8.8-1.412.610.227.7
ICICI Prudential Bluechip Fund Growth ₹59.83
↑ 0.45
₹30,956-7.6-6.33.511.810.829.2
BNP Paribas Large Cap Fund Growth ₹126.462
↑ 1.08
₹1,253-7.2-7.2011.79.522.1
SBI Bluechip Fund Growth ₹55.2072
↑ 0.58
₹31,029-6.8-7.30.411.39.526.1
Franklin India Bluechip Fund Growth ₹630.85
↑ 5.68
₹6,194-6-9.2-3118.432.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹304.57
↑ 3.13
₹20,706-8.3-8.50.110.78.627.9
Invesco India Largecap Fund Growth ₹38.79
↑ 0.32
₹620-9.8-12.20.210.69.332.5
IDFC Large Cap Fund Growth ₹43.89
↑ 0.45
₹982-9.6-11.2-1.210.49.226.8
LIC MF Large Cap Fund Growth ₹35.769
↑ 0.32
₹644-10.2-11.2-2.69.8923.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.

1. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 52 in Large Cap category.  Return for 2021 was 24.5% , 2020 was 23.1% and 2019 was 15.7% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (24 Jun 22) ₹36.8 ↑ 0.32   (0.88 %)
Net Assets (Cr) ₹6,858 on 31 May 22
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.13
Information Ratio 0.33
Alpha Ratio -3.08
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,163
31 May 19₹12,268
31 May 20₹11,370
31 May 21₹17,809
31 May 22₹18,626

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2%
3 Month -8.2%
6 Month -9.8%
1 Year -2.9%
3 Year 13.5%
5 Year 12.1%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 211 Yr.
Shridatta Bhandwaldar5 Jul 165.91 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services34.25%
Technology13.6%
Energy9.07%
Consumer Defensive8.27%
Consumer Cyclical6.84%
Basic Materials6.74%
Health Care6.5%
Industrials4.73%
Communication Services2.98%
Utility2.22%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
9%₹609 Cr2,183,250
↑ 155,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹556 Cr7,485,600
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹552 Cr3,984,700
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹441 Cr2,814,142
↓ -350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹275 Cr775,988
↓ -70,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
4%₹254 Cr380,434
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹223 Cr4,500,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹216 Cr2,969,200
↑ 480,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹200 Cr2,708,316
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹185 Cr1,090,685
↓ -185,000

2. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 45 in Large Cap category.  Return for 2021 was 31.2% , 2020 was 16.4% and 2019 was 12.7% .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (24 Jun 22) ₹35.07 ↑ 0.33   (0.95 %)
Net Assets (Cr) ₹567 on 31 May 22
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.66
Sharpe Ratio 0.44
Information Ratio 0.54
Alpha Ratio 1.1
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.

DateValue
31 May 17₹10,000
31 May 18₹10,272
31 May 19₹10,558
31 May 20₹9,260
31 May 21₹14,810
31 May 22₹16,086

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.6%
3 Month -9.5%
6 Month -9.2%
1 Year 0.4%
3 Year 13.3%
5 Year 8.9%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 31.2%
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
2012
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 210.79 Yr.

Data below for IDBI India Top 100 Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.08%
Technology15.54%
Basic Materials10.76%
Consumer Cyclical9.9%
Energy8.01%
Industrials6.61%
Health Care5.46%
Consumer Defensive4.09%
Real Estate2.65%
Communication Services1.24%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.32%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
8%₹46 Cr164,694
↓ -13,700
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
7%₹43 Cr307,182
↑ 25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹38 Cr509,292
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
6%₹33 Cr209,877
↑ 33,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹28 Cr566,957
↑ 217,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | AXISBANK
4%₹21 Cr286,703
↑ 37,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
3%₹19 Cr85,448
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹19 Cr53,247
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹15 Cr81,223
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
2%₹13 Cr77,348

3. Kotak Bluechip Fund

(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 CAGR/Annualized return of 17.6% since its launch.  Ranked 32 in Large Cap category.  Return for 2021 was 27.7% , 2020 was 16.4% and 2019 was 14.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (24 Jun 22) ₹335.501 ↑ 3.22   (0.97 %)
Net Assets (Cr) ₹4,279 on 31 May 22
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.26
Information Ratio 0.22
Alpha Ratio -1.09
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.

DateValue
31 May 17₹10,000
31 May 18₹10,859
31 May 19₹11,640
31 May 20₹9,836
31 May 21₹16,117
31 May 22₹17,106

Kotak Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Kotak Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.6%
3 Month -7.1%
6 Month -8.8%
1 Year -1.4%
3 Year 12.6%
5 Year 10.2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.7%
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 148.42 Yr.
Arjun Khanna30 Apr 220.09 Yr.

Data below for Kotak Bluechip Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services29.37%
Technology13.94%
Consumer Cyclical13.84%
Energy9.02%
Industrials7.29%
Consumer Defensive6.96%
Basic Materials6.5%
Health Care3.73%
Communication Services2.09%
Utility1.9%
Real Estate1.12%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity96.63%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹335 Cr1,200,000
↑ 15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹279 Cr3,750,000
↑ 75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹249 Cr1,800,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹243 Cr1,550,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹150 Cr887,500
↑ 87,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | AXISBANK
3%₹144 Cr1,975,000
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹142 Cr400,000
↑ 3,891
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹123 Cr160,000
↑ 12,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹111 Cr500,000
↑ 20,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 19 | PERSISTENT
3%₹108 Cr250,000
↑ 3,768

4. ICICI Prudential Bluechip Fund

(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 CAGR/Annualized return of 13.5% since its launch.  Ranked 21 in Large Cap category.  Return for 2021 was 29.2% , 2020 was 13.5% and 2019 was 9.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (24 Jun 22) ₹59.83 ↑ 0.45   (0.76 %)
Net Assets (Cr) ₹30,956 on 31 May 22
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.66
Information Ratio 0.09
Alpha Ratio 3.22
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.

DateValue
31 May 17₹10,000
31 May 18₹11,246
31 May 19₹12,054
31 May 20₹10,011
31 May 21₹15,909
31 May 22₹17,570

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.8%
3 Month -7.6%
6 Month -6.3%
1 Year 3.5%
3 Year 11.8%
5 Year 10.8%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 174.96 Yr.
Anish Tawakley5 Sep 183.74 Yr.
Vaibhav Dusad18 Jan 211.37 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services30.62%
Technology13.08%
Energy10.14%
Consumer Cyclical8.12%
Health Care6.29%
Industrials6.06%
Consumer Defensive5.66%
Communication Services5.32%
Basic Materials5.31%
Utility1.55%
Asset Allocation
Asset ClassValue
Cash7.85%
Equity92.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
10%₹3,070 Cr41,307,132
↑ 1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
7%₹2,336 Cr8,371,428
↑ 308,823
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,325 Cr14,832,810
↑ 2,870,854
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,877 Cr13,555,611
↓ -2,828,750
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,663 Cr22,502,378
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
5%₹1,611 Cr22,114,217
↑ 603,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
5%₹1,508 Cr8,899,118
↑ 383,391
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹983 Cr8,893,316
↑ 281,954
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
3%₹950 Cr1,230,885
↓ -36,885
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 12 | HCLTECH
3%₹882 Cr8,171,139

5. BNP Paribas Large Cap Fund

(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 CAGR/Annualized return of 15.4% since its launch.  Ranked 38 in Large Cap category.  Return for 2021 was 22.1% , 2020 was 16.8% and 2019 was 17.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (24 Jun 22) ₹126.462 ↑ 1.08   (0.86 %)
Net Assets (Cr) ₹1,253 on 31 May 22
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.25
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 May 17₹10,000
31 May 18₹10,597
31 May 19₹11,620
31 May 20₹10,448
31 May 21₹15,803
31 May 22₹16,743

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.8%
3 Month -7.2%
6 Month -7.2%
1 Year 0%
3 Year 11.7%
5 Year 9.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Karthikraj Lakshmanan7 Oct 165.65 Yr.
Chockalingam Narayanan27 Aug 210.76 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services36.76%
Technology13.02%
Energy9.53%
Consumer Defensive7.71%
Industrials6.86%
Consumer Cyclical5.73%
Health Care4.49%
Basic Materials4.48%
Communication Services2.67%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash8.27%
Equity91.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹123 Cr1,660,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
9%₹111 Cr399,000
↑ 45,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹104 Cr750,000
↑ 24,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹89 Cr570,000
↓ -65,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
5%₹59 Cr808,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹48 Cr266,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹47 Cr131,792
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
3%₹44 Cr199,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
3%₹42 Cr248,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹34 Cr1,300,000
↑ 500,000

6. SBI Bluechip Fund

(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 CAGR/Annualized return of 11% since its launch.  Ranked 9 in Large Cap category.  Return for 2021 was 26.1% , 2020 was 16.3% and 2019 was 11.6% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (24 Jun 22) ₹55.2072 ↑ 0.58   (1.07 %)
Net Assets (Cr) ₹31,029 on 31 May 22
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.32
Information Ratio -0.3
Alpha Ratio -1
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.

DateValue
31 May 17₹10,000
31 May 18₹10,985
31 May 19₹11,638
31 May 20₹9,509
31 May 21₹15,500
31 May 22₹16,521

SBI Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.3%
3 Month -6.8%
6 Month -7.3%
1 Year 0.4%
3 Year 11.3%
5 Year 9.5%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1011.76 Yr.

Data below for SBI Bluechip Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services30.95%
Consumer Cyclical14.25%
Technology10.28%
Industrials8.65%
Energy7.62%
Health Care7.42%
Basic Materials6.16%
Consumer Defensive5.66%
Real Estate2.61%
Communication Services2.43%
Utility0.18%
Asset Allocation
Asset ClassValue
Cash3.55%
Equity96.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹2,458 Cr17,750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹2,263 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,698 Cr10,835,178
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,624 Cr5,820,915
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,281 Cr7,562,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹1,217 Cr46,874,904
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹1,203 Cr11,148,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
3%₹1,081 Cr4,850,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹911 Cr18,349,243
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹901 Cr2,000,000

7. Franklin India Bluechip Fund

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 CAGR/Annualized return of 16% since its launch.  Ranked 41 in Large Cap category.  Return for 2021 was 32.8% , 2020 was 13.7% and 2019 was 5.3% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (24 Jun 22) ₹630.85 ↑ 5.68   (0.91 %)
Net Assets (Cr) ₹6,194 on 31 May 22
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.13
Information Ratio -0.19
Alpha Ratio -4.35
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.

DateValue
31 May 17₹10,000
31 May 18₹10,635
31 May 19₹11,134
31 May 20₹8,990
31 May 21₹15,254
31 May 22₹15,549

Franklin India Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin India Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -0.9%
3 Month -6%
6 Month -9.2%
1 Year -3%
3 Year 11%
5 Year 8.4%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.8%
2020 13.7%
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
2012 26.8%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan31 Mar 0715.18 Yr.
Venkatesh Sanjeevi18 Oct 210.62 Yr.
R. Janakiraman18 Oct 210.62 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin India Bluechip Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services37.72%
Technology16.08%
Consumer Defensive9.14%
Consumer Cyclical8.01%
Industrials7.16%
Health Care6.22%
Communication Services5.4%
Energy2.9%
Basic Materials2.31%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash2.88%
Equity97.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹565 Cr7,600,000
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹512 Cr3,700,000
↑ 200,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
6%₹367 Cr3,400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | KOTAKBANK
6%₹358 Cr2,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
4%₹270 Cr1,725,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹246 Cr1,450,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹223 Cr4,500,000
↓ -700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
4%₹222 Cr3,000,000
↓ -200,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹221 Cr2,000,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 21 | SBICARD
3%₹208 Cr2,500,000

8. Aditya Birla Sun Life Frontline Equity Fund

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 CAGR/Annualized return of 18.8% since its launch.  Ranked 14 in Large Cap category.  Return for 2021 was 27.9% , 2020 was 14.2% and 2019 was 7.6% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (24 Jun 22) ₹304.57 ↑ 3.13   (1.04 %)
Net Assets (Cr) ₹20,706 on 31 May 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.4
Information Ratio -0.46
Alpha Ratio 0.5
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.

DateValue
31 May 17₹10,000
31 May 18₹10,852
31 May 19₹11,479
31 May 20₹9,210
31 May 21₹14,922
31 May 22₹16,070

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.7%
3 Month -8.3%
6 Month -8.5%
1 Year 0.1%
3 Year 10.7%
5 Year 8.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0516.55 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services36.02%
Technology12.66%
Consumer Cyclical9.03%
Energy8.39%
Consumer Defensive6.38%
Basic Materials6.23%
Health Care5.96%
Communication Services5.41%
Industrials4.71%
Utility1.6%
Real Estate0.86%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.51%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,955 Cr26,294,984
↓ -574,750
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,514 Cr9,656,063
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,469 Cr10,606,005
↑ 129,010
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,247 Cr4,470,294
↑ 64,444
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹902 Cr12,208,760
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹843 Cr4,973,099
↓ -3,450
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
4%₹783 Cr10,739,926
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹633 Cr12,762,860
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹484 Cr4,484,692
↓ -262,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
2%₹479 Cr2,147,908
↑ 144,600

9. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 39 in Large Cap category.  Return for 2021 was 32.5% , 2020 was 14.1% and 2019 was 10.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (24 Jun 22) ₹38.79 ↑ 0.32   (0.83 %)
Net Assets (Cr) ₹620 on 31 May 22
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.3
Information Ratio -0.17
Alpha Ratio -0.18
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.

DateValue
31 May 17₹10,000
31 May 18₹11,150
31 May 19₹11,718
31 May 20₹10,089
31 May 21₹15,494
31 May 22₹16,543

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.8%
3 Month -9.8%
6 Month -12.2%
1 Year 0.2%
3 Year 10.6%
5 Year 9.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
2012 24.3%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 201.74 Yr.
Nitin Gosar29 Mar 184.18 Yr.

Data below for Invesco India Largecap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.95%
Technology13.91%
Industrials10.46%
Energy9.82%
Basic Materials7.39%
Health Care6.7%
Consumer Cyclical6.22%
Consumer Defensive4.46%
Communication Services3.24%
Asset Allocation
Asset ClassValue
Cash1.85%
Equity98.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
10%₹59 Cr211,770
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
8%₹51 Cr366,304
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹47 Cr638,564
↓ -68,699
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹46 Cr292,935
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
6%₹33 Cr184,998
State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN
4%₹26 Cr517,135
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
4%₹23 Cr310,163
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹19 Cr263,438
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT
3%₹18 Cr107,389
↓ -10,094
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 21 | BAJFINANCE
3%₹18 Cr27,030

10. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 57 in Large Cap category.  Return for 2021 was 26.8% , 2020 was 17.4% and 2019 was 10.6% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (24 Jun 22) ₹43.89 ↑ 0.45   (1.04 %)
Net Assets (Cr) ₹982 on 31 May 22
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.13
Information Ratio -0.42
Alpha Ratio -3.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,232
31 May 19₹11,868
31 May 20₹10,145
31 May 21₹15,672
31 May 22₹16,383

IDFC Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for IDFC Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.3%
3 Month -9.6%
6 Month -11.2%
1 Year -1.2%
3 Year 10.4%
5 Year 9.2%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.8%
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
2013 8%
2012 27.4%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Sachin Relekar1 Mar 220.25 Yr.
Sumit Agrawal1 Mar 175.25 Yr.
Viraj Kulkarni1 Mar 220.25 Yr.

Data below for IDFC Large Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services32.92%
Technology14.19%
Consumer Cyclical11.45%
Basic Materials8.99%
Energy7.26%
Consumer Defensive6.7%
Health Care4.98%
Industrials4.84%
Communication Services2.92%
Real Estate2.14%
Asset Allocation
Asset ClassValue
Cash3.6%
Equity96.4%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
10%₹100 Cr722,965
↑ 161,673
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹86 Cr1,150,409
↑ 134,462
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
7%₹73 Cr260,152
↑ 54,032
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
7%₹72 Cr1,460,520
↑ 82,689
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
5%₹50 Cr319,532
↓ -66,309
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE
4%₹39 Cr58,081
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | KOTAKBANK
3%₹32 Cr179,828
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹30 Cr85,079
↓ -16,954
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹29 Cr394,337
↑ 257,914
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR
3%₹29 Cr128,294

11. LIC MF Large Cap Fund

(Erstwhile LIC MF Growth Fund)

An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised.

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 66 in Large Cap category.  Return for 2021 was 23.8% , 2020 was 13.8% and 2019 was 15% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (24 Jun 22) ₹35.769 ↑ 0.32   (0.90 %)
Net Assets (Cr) ₹644 on 31 May 22
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 0.22
Information Ratio -0.24
Alpha Ratio -1.55
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,781
31 May 19₹11,571
31 May 20₹10,015
31 May 21₹15,234
31 May 22₹16,118

LIC MF Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for LIC MF Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.1%
3 Month -10.2%
6 Month -11.2%
1 Year -2.6%
3 Year 9.8%
5 Year 9%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2021 23.8%
2020 13.8%
2019 15%
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
2014 39.8%
2013 7.4%
2012 28.3%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Yogesh Patil18 Sep 201.7 Yr.

Data below for LIC MF Large Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services34.85%
Technology13.87%
Consumer Defensive9.91%
Consumer Cyclical8.87%
Basic Materials7.8%
Energy7.35%
Health Care6.26%
Industrials2.71%
Communication Services2.56%
Utility2.28%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹51 Cr683,444
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
7%₹47 Cr314,287
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹45 Cr322,171
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
7%₹44 Cr168,969
↑ 10,358
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹29 Cr86,998
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹19 Cr282,868
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
3%₹19 Cr103,752
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR
3%₹18 Cr76,166
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
3%₹18 Cr44,155
↓ -17,372
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 532978
3%₹17 Cr12,910

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- and small-cap funds, the returns in large cap 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- 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.

Large-cap-Vs-Mid-cap

4. Moderately High-Risk

As the investments are made in large companies, these funds tend to have low-risk compared to mid- and small-cap funds. But, equities can lead to losses in the short run. Therefore, one should be prepared to see losses and not lose sleep over the same. If one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make good amount of profits.

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Conclusion

Since large cap funds invest in companies with big market capitalization, these firms have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large caps 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 it. While risks of large caps 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!

Disclaimer:
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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Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

Superb. Gave very depth information.

Shailendra sahu, posted on 25 Jun 19 7:51 PM

Very good and give us about best largecap fund somtimes

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