fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
11 Best performing Large Cap Mutual Funds in India for 2018 - 2019

Fincash » Mutual Funds » Best Large Cap Funds

11 Best Large Cap Equity Funds 2018 - 2019

Updated on November 18, 2018 , 1470 views

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.

Best Large Cap Mutual Funds

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 2018 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 2018.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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.

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 2018

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Reliance Large Cap Fund Growth ₹32.5967
↓ -0.35
₹11,070-5.33.2111.818.238.4
ICICI Prudential Bluechip Fund Growth ₹39.85
↓ -0.51
₹18,870-6.30.70.211.815.232.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹210.91
↓ -2.27
₹20,011-7.9-1.8-2.710.315.130.6
SBI Bluechip Fund Growth ₹36.5679
↓ -0.33
₹19,097-7.9-3.7-3.29.216.330.2
HDFC Top 100 Fund Growth ₹457.461
↓ -5.38
₹14,699-4.15.2-0.611.915.432
Kotak Bluechip Fund Growth ₹214.502
↓ -1.73
₹1,280-9.7-2.8-28.313.829.2
Franklin India Bluechip Fund Growth ₹440.923
↓ -5.89
₹7,508-7.80.1-2.78.41326.3
BNP Paribas Large Cap Fund Growth ₹80.84
↓ -0.62
₹762-8-2.9-3.17.41437
TATA Large Cap Fund Growth ₹201.394
↓ -1.57
₹720-8.7-1.6-3.88.112.329.5
Axis Bluechip Fund Growth ₹26.05
↓ -0.14
₹2,927-9.5-1.3611.414.538
JM Large Cap Fund Growth ₹64.5447
↓ -0.28
₹2,878-30.91.87.412.720.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 18
*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore.

1. Reliance Large Cap Fund

(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 CAGR/Annualized return of 11% since its launch.  Ranked 20 in Large Cap category.  Return for 2017 was 38.4% , 2016 was 2.2% and 2015 was 1.1% .

Below is the key information for Reliance Large Cap Fund

Reliance Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (20 Nov 18) ₹32.5967 ↓ -0.35   (-1.05 %)
Net Assets (Cr) ₹11,070 on 31 Oct 18
Category Equity - Large Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.11
Information Ratio 0.06
Alpha Ratio 0.27
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹15,764
31 Oct 15₹16,480
31 Oct 16₹18,048
31 Oct 17₹22,366
31 Oct 18₹22,476

Returns for Reliance 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 20 Nov 18

DurationReturns
1 Month 5.5%
3 Month -5.3%
6 Month 3.2%
1 Year 1%
3 Year 11.8%
5 Year 18.2%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -49.2%
Fund Manager information for Reliance Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0711.24 Yr.
Kinjal Desai25 May 180.44 Yr.

Data below for Reliance Large Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services34.56%
Industrials16.61%
Consumer Cyclical10.59%
Health Care9.47%
Energy7.08%
Consumer Defensive5.41%
Basic Materials5.22%
Technology5.19%
Utility3.1%
Communication Services1.16%
Real Estate0.25%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.68%
Other0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
9%₹999 Cr35,500,000
↑ 1,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹636 Cr4,901,000
↑ 300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹604 Cr17,000,000
↑ 2,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹562 Cr20,053,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
5%₹535 Cr2,800,611
↓ -362,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹466 Cr8,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹412 Cr6,001,752
↑ 200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 500034
4%₹405 Cr1,700,500
↑ 700,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹359 Cr2,416,968
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 17 | TATASTEEL
3%₹332 Cr6,000,316

2. 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 14.1% since its launch.  Ranked 21 in Large Cap category.  Return for 2017 was 32.7% , 2016 was 7.7% and 2015 was -0.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (20 Nov 18) ₹39.85 ↓ -0.51   (-1.26 %)
Net Assets (Cr) ₹18,870 on 31 Oct 18
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.26
Information Ratio 0.68
Alpha Ratio -0.52
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹14,100
31 Oct 15₹14,303
31 Oct 16₹16,060
31 Oct 17₹19,751
31 Oct 18₹19,542

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 20 Nov 18

DurationReturns
1 Month 3.1%
3 Month -6.3%
6 Month 0.7%
1 Year 0.2%
3 Year 11.8%
5 Year 15.2%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 171.3 Yr.
Anish Tawakley5 Sep 180.16 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services27.67%
Consumer Cyclical11.97%
Technology9.17%
Basic Materials7.95%
Utility6.94%
Consumer Defensive6.63%
Energy5.99%
Industrials4.61%
Communication Services4.3%
Health Care3.89%
Asset Allocation
Asset ClassValue
Cash8.38%
Equity91.53%
Other0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
6%₹1,207 Cr34,000,000
Cblo
CBLO | -
6%₹1,149 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹955 Cr4,997,908
↑ 2,012,587
Net Current Assets
Net Current Assets | -
5%-₹926 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
4%₹847 Cr4,785,671
↑ 1,191,646
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹823 Cr11,992,371
↓ -1,374,047
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
4%₹814 Cr29,056,250
NTPC Ltd (Utilities)
Equity, Since 28 Feb 15 | 532555
4%₹754 Cr47,243,062
↓ -5,000,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 17 | 500312
4%₹714 Cr46,703,152
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹706 Cr12,116,590
↑ 2,291,505

3. 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 20.7% since its launch.  Ranked 14 in Large Cap category.  Return for 2017 was 30.6% , 2016 was 7.4% and 2015 was 1.1% .

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 (20 Nov 18) ₹210.91 ↓ -2.27   (-1.06 %)
Net Assets (Cr) ₹20,011 on 31 Oct 18
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio -0.5
Information Ratio -0.78
Alpha Ratio -4.21
Min Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹14,313
31 Oct 15₹15,077
31 Oct 16₹17,214
31 Oct 17₹20,414
31 Oct 18₹19,472

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 20 Nov 18

DurationReturns
1 Month 3.7%
3 Month -7.9%
6 Month -1.8%
1 Year -2.7%
3 Year 10.3%
5 Year 15.1%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -48.5%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0512.96 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services35.42%
Technology12.3%
Consumer Cyclical9.96%
Consumer Defensive9.57%
Basic Materials8.46%
Energy5.37%
Health Care4.75%
Industrials4.45%
Utility2.35%
Communication Services0.89%
Asset Allocation
Asset ClassValue
Cash6.44%
Equity93.54%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹1,787 Cr9,345,925
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,316 Cr37,076,640
↑ 1,567,000
Clearing Corporation Of India Limited
CBLO | -
6%₹1,284 Cr
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,183 Cr17,230,074
↑ 1,244,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
5%₹958 Cr34,206,669
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹723 Cr4,088,764
↑ 1,937,900
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹681 Cr24,189,434
↑ 4,603,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
3%₹541 Cr5,098,690
↑ 2,310,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹509 Cr6,640,434
↑ 1,539,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹507 Cr4,806,996

4. 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 10.7% since its launch.  Ranked 9 in Large Cap category.  Return for 2017 was 30.2% , 2016 was 4.8% and 2015 was 8% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (20 Nov 18) ₹36.5679 ↓ -0.33   (-0.90 %)
Net Assets (Cr) ₹19,097 on 31 Oct 18
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.57
Information Ratio -0.72
Alpha Ratio -6.07
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹14,659
31 Oct 15₹16,164
31 Oct 16₹18,527
31 Oct 17₹21,449
31 Oct 18₹20,324

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 20 Nov 18

DurationReturns
1 Month 5.1%
3 Month -7.9%
6 Month -3.7%
1 Year -3.2%
3 Year 9.2%
5 Year 16.3%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -55%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 108.17 Yr.

Data below for SBI Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services34.22%
Consumer Cyclical11.07%
Basic Materials10.21%
Consumer Defensive9.55%
Industrials9.06%
Health Care7.03%
Technology6.02%
Energy5.69%
Utility1.64%
Communication Services1%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹1,668 Cr8,725,189
↑ 434,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹981 Cr7,562,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹964 Cr34,425,226
↑ 1,494,967
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
5%₹921 Cr5,207,779
↑ 2,720,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
4%₹777 Cr21,894,354
↑ 6,654,354
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹695 Cr684,722
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | M&M
4%₹693 Cr9,051,909
Cblo
CBLO | -
4%₹679 Cr
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹513 Cr18,219,243
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 12 | SUNPHARMA
3%₹495 Cr8,538,846
↑ 200,000

5. HDFC Top 100 Fund

(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 CAGR/Annualized return of 20% since its launch.  Ranked 43 in Large Cap category.  Return for 2017 was 32% , 2016 was 8.5% and 2015 was -6.1% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (20 Nov 18) ₹457.461 ↓ -5.38   (-1.16 %)
Net Assets (Cr) ₹14,699 on 31 Oct 18
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.25
Information Ratio 0.4
Alpha Ratio -0.47
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹15,035
31 Oct 15₹14,511
31 Oct 16₹16,462
31 Oct 17₹20,266
31 Oct 18₹19,948

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18

DurationReturns
1 Month 4.2%
3 Month -4.1%
6 Month 5.2%
1 Year -0.6%
3 Year 11.9%
5 Year 15.4%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -45.3%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0315.38 Yr.
Rakesh Vyas10 May 126.48 Yr.

Data below for HDFC Top 100 Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services36.38%
Technology13.83%
Energy11.72%
Utility10.17%
Basic Materials9.53%
Industrials8.47%
Consumer Defensive5.39%
Health Care3.25%
Consumer Cyclical0.68%
Asset Allocation
Asset ClassValue
Cash0.42%
Equity99.56%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,284 Cr36,174,853
↑ 1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹1,210 Cr42,994,500
↑ 5,490,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
8%₹1,116 Cr16,259,954
↓ -1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹1,092 Cr10,293,264
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
6%₹932 Cr4,872,681
↑ 315,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹877 Cr6,758,828
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹792 Cr28,277,048
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹612 Cr38,308,781
↑ 621,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | 532540
4%₹515 Cr2,658,023
↑ 136,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
3%₹487 Cr8,355,405

6. 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 since its launch.  Ranked 32 in Large Cap category.  Return for 2017 was 29.2% , 2016 was 2.9% and 2015 was 3.8% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (20 Nov 18) ₹214.502 ↓ -1.73   (-0.80 %)
Net Assets (Cr) ₹1,280 on 31 Oct 18
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio -0.44
Information Ratio -0.73
Alpha Ratio -4.97
Min Investment 5,000
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹13,799
31 Oct 15₹14,880
31 Oct 16₹16,149
31 Oct 17₹18,922
31 Oct 18₹18,101

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 20 Nov 18

DurationReturns
1 Month 3.4%
3 Month -9.7%
6 Month -2.8%
1 Year -2%
3 Year 8.3%
5 Year 13.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -50.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 144.83 Yr.

Data below for Kotak Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services31.88%
Technology13.82%
Consumer Cyclical12.03%
Consumer Defensive8.9%
Energy8.01%
Basic Materials6.47%
Industrials5.95%
Health Care4.04%
Utility3.04%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity96.57%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹108 Cr565,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹97 Cr915,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
5%₹66 Cr963,300
↑ 41,300
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
5%₹64 Cr364,000
↑ 264,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹60 Cr1,700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | 532540
5%₹59 Cr303,100
↑ 9,500
Collateral Borrowing & Lending Obligation
CBLO | -
5%₹58 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC
4%₹56 Cr1,990,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹45 Cr610,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | INDUSINDBK
3%₹43 Cr301,662
↓ -18,338

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 16.8% since its launch.  Ranked 41 in Large Cap category.  Return for 2017 was 26.3% , 2016 was 6.4% and 2015 was 2% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (20 Nov 18) ₹440.923 ↓ -5.89   (-1.32 %)
Net Assets (Cr) ₹7,508 on 31 Oct 18
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -0.55
Information Ratio -0.81
Alpha Ratio -4.66
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹13,633
31 Oct 15₹14,498
31 Oct 16₹15,904
31 Oct 17₹18,664
31 Oct 18₹17,665

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 20 Nov 18

DurationReturns
1 Month 3.6%
3 Month -7.8%
6 Month 0.1%
1 Year -2.7%
3 Year 8.4%
5 Year 13%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -48.1%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan4 Apr 0711.59 Yr.
Roshi Jain2 May 162.5 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin India Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services25.45%
Technology12.52%
Consumer Cyclical11.87%
Health Care9.72%
Consumer Defensive7.68%
Basic Materials7.61%
Industrials7.58%
Communication Services5.6%
Utility4.73%
Energy3.6%
Asset Allocation
Asset ClassValue
Equity96.36%
Other3.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹688 Cr3,600,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
7%₹522 Cr7,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹337 Cr2,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹337 Cr9,500,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
4%₹307 Cr10,500,000
↑ 100,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | M&M
4%₹283 Cr3,700,000
↑ 500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹274 Cr4,700,000
↑ 200,000
Call, Cash & Other Assets
Receivables | -
4%₹273 Cr
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
3%₹242 Cr950,000
HCL Technologies Ltd (Technology)
Equity, Since 31 May 14 | HCLTECH
3%₹232 Cr2,200,000

8. 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 15.9% since its launch.  Ranked 38 in Large Cap category.  Return for 2017 was 37% , 2016 was -5.5% and 2015 was 5.6% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (20 Nov 18) ₹80.84 ↓ -0.62   (-0.76 %)
Net Assets (Cr) ₹762 on 31 Oct 18
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.6
Information Ratio -0.53
Alpha Ratio -6.72
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹14,396
31 Oct 15₹15,536
31 Oct 16₹16,521
31 Oct 17₹19,489
31 Oct 18₹18,398

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 20 Nov 18

DurationReturns
1 Month 3.4%
3 Month -8%
6 Month -2.9%
1 Year -3.1%
3 Year 7.4%
5 Year 14%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -56.5%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 161.96 Yr.
Karthikraj Lakshmanan7 Oct 162.07 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services36.37%
Technology12.67%
Consumer Defensive11.25%
Consumer Cyclical9.64%
Basic Materials5.9%
Industrials5.72%
Energy5.32%
Health Care4.54%
Communication Services1.04%
Asset Allocation
Asset ClassValue
Cash7.56%
Equity92.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹69 Cr360,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹52 Cr1,466,000
↓ -36,000
Repo
CBLO/Reverse Repo | -
7%₹50 Cr
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹49 Cr720,000
↑ 25,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
6%₹48 Cr430,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | 532540
5%₹38 Cr194,742
↑ 10,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | MARUTI
4%₹33 Cr50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT
4%₹31 Cr242,500
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹31 Cr1,100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
4%₹29 Cr270,000
↓ -30,000

9. TATA Large Cap Fund

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 CAGR/Annualized return of 20.3% since its launch.  Ranked 35 in Large Cap category.  Return for 2017 was 29.5% , 2016 was 2.9% and 2015 was 1.3% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (20 Nov 18) ₹201.394 ↓ -1.57   (-0.78 %)
Net Assets (Cr) ₹720 on 31 Oct 18
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.46
Information Ratio -0.8
Alpha Ratio -9.78
Min Investment 5,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹13,297
31 Oct 15₹13,997
31 Oct 16₹15,295
31 Oct 17₹17,967
31 Oct 18₹17,065

Returns for TATA 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 20 Nov 18

DurationReturns
1 Month 3.8%
3 Month -8.7%
6 Month -1.6%
1 Year -3.8%
3 Year 8.1%
5 Year 12.3%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
2012 28.5%
2011 -21.2%
2010 19%
2009 77.2%
2008 -49.2%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Rupesh Patel18 Jun 180.37 Yr.
Ennette Fernandes18 Jun 180.37 Yr.

Data below for TATA Large Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services35.01%
Consumer Cyclical12.08%
Technology10.45%
Consumer Defensive10.32%
Energy6.65%
Utility5.73%
Industrials4.88%
Basic Materials3.42%
Health Care3.32%
Asset Allocation
Asset ClassValue
Cash8.04%
Equity91.86%
Other0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
11%₹82 Cr2,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹49 Cr255,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹48 Cr451,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
6%₹45 Cr660,000
↑ 100,000
A) Repo
CBLO/Reverse Repo | -
6%₹43 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹40 Cr1,422,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹34 Cr585,000
↑ 65,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹27 Cr944,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
3%₹22 Cr200,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | FRETAIL
3%₹22 Cr448,000

10. Axis Bluechip Fund

(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 CAGR/Annualized return of 11.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2017 was 38% , 2016 was -3.6% and 2015 was -1.2% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (20 Nov 18) ₹26.05 ↓ -0.14   (-0.53 %)
Net Assets (Cr) ₹2,927 on 31 Oct 18
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.02
Information Ratio 0.18
Alpha Ratio 1.84
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹13,793
31 Oct 15₹14,096
31 Oct 16₹15,044
31 Oct 17₹18,141
31 Oct 18₹18,644

Returns for Axis 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 20 Nov 18

DurationReturns
1 Month 4.5%
3 Month -9.5%
6 Month -1.3%
1 Year 6%
3 Year 11.4%
5 Year 14.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
2008
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 161.94 Yr.

Data below for Axis Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services36.5%
Consumer Cyclical14.77%
Technology10.76%
Consumer Defensive8.65%
Basic Materials4.8%
Energy3.73%
Industrials2.19%
Health Care1.12%
Asset Allocation
Asset ClassValue
Cash15.88%
Equity84.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
17%₹512 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹285 Cr1,491,000
↑ 141,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹225 Cr2,010,000
↑ 815,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | 532540
8%₹223 Cr1,150,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
6%₹183 Cr768,000
↑ 44,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
6%₹164 Cr248,000
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹145 Cr820,000
↓ -195,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
4%₹109 Cr1,030,000
↓ -230,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹102 Cr630,000
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 540376
3%₹100 Cr750,000
↑ 45,000

11. JM Large Cap Fund

(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 CAGR/Annualized return of 8.2% since its launch.  Ranked 73 in Large Cap category.  Return for 2017 was 20.9% , 2016 was 1.8% and 2015 was -1.3% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (20 Nov 18) ₹64.5447 ↓ -0.28   (-0.43 %)
Net Assets (Cr) ₹2,878 on 31 Oct 18
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.38
Information Ratio -0.84
Alpha Ratio -4.48
Min Investment 5,000
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 13₹10,000
31 Oct 14₹14,265
31 Oct 15₹14,662
31 Oct 16₹15,298
31 Oct 17₹17,538
31 Oct 18₹17,514

Returns for JM 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 20 Nov 18

DurationReturns
1 Month 1.4%
3 Month -3%
6 Month 0.9%
1 Year 1.8%
3 Year 7.4%
5 Year 12.7%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -61.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Asit Bhandarkar5 Oct 171.07 Yr.
Chaitanya Choksi1 Aug 144.25 Yr.

Data below for JM Large Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services26.97%
Technology9.64%
Energy9.32%
Basic Materials9.21%
Consumer Cyclical8.79%
Consumer Defensive8.32%
Health Care3.29%
Industrials2.34%
Utility1.8%
Communication Services1.31%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash58.54%
Equity41.29%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
41%₹1,167 Cr116,715
↓ -11,628
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
7%₹193 Cr1,820,822
↑ 152,700
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
5%₹153 Cr801,063
↑ 178,500
Indusind Bank Ltd
Certificate of Deposit | -
5%₹135 Cr
Collateralised Borrowing & Lending Obligation
CBLO | -
5%₹134 Cr00
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹126 Cr3,538,227
↑ 68,750
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
4%₹114 Cr644,066
↑ 7,500
Yes Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | 532648
4%₹112 Cr5,936,612
↑ 247,500
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
4%₹107 Cr1,557,892
↑ 498,500
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 16 | TATASTEEL
4%₹104 Cr1,873,391
↑ 53,800

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.

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-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?

  1. Open Free Investment Account for Lifetime at Fincash.com

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

Get Started

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!

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.
How helpful was this page ?
Rated 4.8, based on 20 reviews.
POST A COMMENT