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11 Best Large Cap Equity Funds 2020
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.
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 2020.
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 20 - 21
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) SBI Bluechip Fund Growth ₹41.6396
↓ -0.23 ₹23,641 1.4 10.6 16.6 9.1 8 11.6 ICICI Prudential Bluechip Fund Growth ₹44.34
↓ -0.24 ₹25,025 2.2 10.1 14.2 10.2 7.8 9.8 Aditya Birla Sun Life Frontline Equity Fund Growth ₹232.61
↓ -1.05 ₹21,093 1.9 9.5 11.9 8.1 6.7 7.6 Nippon India Large Cap Fund Growth ₹35.5101
↓ -0.24 ₹12,955 2.9 10.9 11.2 10.6 7.4 7.3 BNP Paribas Large Cap Fund Growth ₹100.17
↓ -0.29 ₹818 4.1 13.5 22.8 12.9 7.9 17.2 L&T India Large Cap Fund Growth ₹29.595
↓ -0.07 ₹537 4.1 12.4 18.7 10.6 6.7 13.2 Kotak Bluechip Fund Growth ₹254.929
↓ -1.14 ₹1,488 3.4 14.1 18.1 10.6 7.5 14.2 TATA Large Cap Fund Growth ₹232.555
↓ -1.16 ₹813 2.2 9.8 15.3 9.4 6.5 12.1 Franklin India Bluechip Fund Growth ₹472.812
↓ -3.59 ₹6,554 4.2 10.7 8.9 6.1 5.6 5.3 HDFC Top 100 Fund Growth ₹484.897
↓ -4.28 ₹18,761 -1.3 3.9 8.1 8 6.4 7.7 Axis Bluechip Fund Growth ₹33.42
↓ -0.19 ₹10,212 5.7 15.3 24 18.8 10.9 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Feb 20 500 Crore.
(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 (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 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 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. Nippon India 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 Nippon India 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 To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities. L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for L&T India 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 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 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 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 (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 1. SBI Bluechip Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 9 in Large Cap category. Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (14 Feb 20) ₹41.6396 ↓ -0.23 (-0.55 %) Net Assets (Cr) ₹23,641 on 31 Dec 19 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.67 Information Ratio -0.85 Alpha Ratio 0.12 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 31 Jan 15 ₹10,000 31 Jan 16 ₹9,800 31 Jan 17 ₹11,159 31 Jan 18 ₹14,019 31 Jan 19 ₹12,967 31 Jan 20 ₹14,889 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -1.3% 3 Month 1.4% 6 Month 10.6% 1 Year 16.6% 3 Year 9.1% 5 Year 8% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.6% 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% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Sohini Andani 1 Sep 10 9.34 Yr. Data below for SBI Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 41.47% Consumer Defensive 8.78% Consumer Cyclical 8.64% Industrials 8.38% Energy 7.32% Basic Materials 5.74% Technology 5.02% Health Care 3.95% Real Estate 2.61% Utility 2.03% Communication Services 0.39% Asset Allocation
Asset Class Value Cash 5.68% Equity 94.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹2,286 Cr 17,970,378 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹1,732 Cr 32,143,104 Treps
CBLO/Reverse Repo | -5% ₹1,275 Cr ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹992 Cr 41,713,904 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT4% ₹982 Cr 7,562,209 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND4% ₹938 Cr 634,722 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC4% ₹920 Cr 3,812,989 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹913 Cr 12,101,751 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE4% ₹873 Cr 5,768,354 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹861 Cr 5,110,470 2. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 21 in Large Cap category. Return for 2019 was 9.8% , 2018 was -0.8% and 2017 was 32.7% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (14 Feb 20) ₹44.34 ↓ -0.24 (-0.54 %) Net Assets (Cr) ₹25,025 on 31 Dec 19 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 0.62 Information Ratio -0.65 Alpha Ratio -1.29 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 31 Jan 15 ₹10,000 31 Jan 16 ₹8,930 31 Jan 17 ₹10,583 31 Jan 18 ₹13,749 31 Jan 19 ₹13,081 31 Jan 20 ₹14,473 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -1.9% 3 Month 2.2% 6 Month 10.1% 1 Year 14.2% 3 Year 10.2% 5 Year 7.8% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 9.8% 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% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Rajat Chandak 14 Jul 17 2.47 Yr. Priyanka Khandelwal 15 Jun 17 2.55 Yr. Anish Tawakley 5 Sep 18 1.32 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 32.6% Technology 9.84% Consumer Cyclical 8.07% Energy 7.36% Consumer Defensive 7.36% Basic Materials 7.26% Industrials 4.56% Communication Services 4.54% Utility 4.52% Health Care 2.07% Asset Allocation
Asset Class Value Cash 7.52% Equity 92.17% Other 0.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps
CBLO/Reverse Repo | -11% ₹2,724 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹2,128 Cr 16,731,180 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK7% ₹1,832 Cr 34,000,000 Net Current Assets
Net Current Assets | -6% -₹1,572 Cr Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY6% ₹1,535 Cr 20,997,844 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322155% ₹1,209 Cr 16,033,536 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹1,024 Cr 22,455,749 Future on Nifty 50 Index
- | -4% ₹999 Cr 816,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE4% ₹952 Cr 6,285,943 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC4% ₹890 Cr 3,687,165 3. Aditya Birla Sun Life Frontline Equity Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 14 in Large Cap category. Return for 2019 was 7.6% , 2018 was -2.9% and 2017 was 30.6% . Aditya Birla Sun Life Frontline Equity Fund
Growth Launch Date 30 Aug 02 NAV (14 Feb 20) ₹232.61 ↓ -1.05 (-0.45 %) Net Assets (Cr) ₹21,093 on 31 Dec 19 Category Equity - Large Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.41 Information Ratio -1.26 Alpha Ratio -5.24 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 31 Jan 15 ₹10,000 31 Jan 16 ₹9,061 31 Jan 17 ₹10,692 31 Jan 18 ₹13,522 31 Jan 19 ₹12,649 31 Jan 20 ₹13,789 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 14 Feb 20 Duration Returns 1 Month -1.5% 3 Month 1.9% 6 Month 9.5% 1 Year 11.9% 3 Year 8.1% 5 Year 6.7% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 7.6% 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% Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
Name Since Tenure Mahesh Patil 17 Nov 05 14.13 Yr. Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 41.55% Energy 10.45% Technology 9.75% Consumer Defensive 7.66% Industrials 5.99% Consumer Cyclical 5.54% Basic Materials 5.53% Health Care 5.15% Utility 2.47% Communication Services 2.01% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 3.64% Equity 96.34% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK10% ₹2,129 Cr 16,738,450 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹2,000 Cr 37,116,765 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY6% ₹1,175 Cr 16,071,274 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE5% ₹1,145 Cr 7,560,866 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT4% ₹885 Cr 6,815,431
↑ 530,066 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC4% ₹830 Cr 3,439,452
↓ -150,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN4% ₹770 Cr 23,056,434
↓ -620,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC3% ₹709 Cr 29,836,420
↓ -731,649 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 5322153% ₹594 Cr 7,873,119 Clearing Corporation Of India Limited
CBLO | -3% ₹536 Cr 4. Nippon India Large Cap Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 20 in Large Cap category. Return for 2019 was 7.3% , 2018 was -0.2% and 2017 was 38.4% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (14 Feb 20) ₹35.5101 ↓ -0.24 (-0.67 %) Net Assets (Cr) ₹12,955 on 31 Dec 19 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.28 Sharpe Ratio 0.31 Information Ratio -0.18 Alpha Ratio -5.36 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 31 Jan 15 ₹10,000 31 Jan 16 ₹8,856 31 Jan 17 ₹10,193 31 Jan 18 ₹13,816 31 Jan 19 ₹13,353 31 Jan 20 ₹14,301 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -2% 3 Month 2.9% 6 Month 10.9% 1 Year 11.2% 3 Year 10.6% 5 Year 7.4% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 7.3% 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% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 12.41 Yr. Kinjal Desai 25 May 18 1.6 Yr. Data below for Nippon India Large Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 31.99% Industrials 14.61% Consumer Cyclical 14.43% Technology 7.78% Health Care 7.45% Energy 7.1% Consumer Defensive 5.99% Communication Services 3.98% Basic Materials 3.8% Utility 2.4% Asset Allocation
Asset Class Value Cash 0.04% Equity 99.53% Other 0.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN7% ₹951 Cr 28,500,000
↓ -500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹889 Cr 16,500,000
↑ 1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT6% ₹737 Cr 5,675,000
↑ 375,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY6% ₹731 Cr 10,000,084
↑ 1,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK5% ₹700 Cr 5,501,222
↓ -1,400,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC5% ₹689 Cr 29,000,000
↑ 2,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹566 Cr 7,500,000
↓ -1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹515 Cr 11,300,683 Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 5321344% ₹459 Cr 45,000,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC3% ₹434 Cr 1,800,000
↓ -400,000 5. BNP Paribas Large Cap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 38 in Large Cap category. Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% . BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (14 Feb 20) ₹100.17 ↓ -0.29 (-0.29 %) Net Assets (Cr) ₹818 on 31 Dec 19 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 1.22 Information Ratio -0.02 Alpha Ratio 4.36 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 31 Jan 15 ₹10,000 31 Jan 16 ₹8,983 31 Jan 17 ₹9,829 31 Jan 18 ₹12,771 31 Jan 19 ₹12,018 31 Jan 20 ₹14,212 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month 0.7% 3 Month 4.1% 6 Month 13.5% 1 Year 22.8% 3 Year 12.9% 5 Year 7.9% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2019 17.2% 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% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Abhijeet Dey 16 Nov 16 3.04 Yr. Karthikraj Lakshmanan 7 Oct 16 3.15 Yr. Data below for BNP Paribas Large Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.01% Consumer Defensive 10.52% Technology 9.92% Energy 9.25% Basic Materials 7.73% Consumer Cyclical 6.15% Industrials 5.3% Communication Services 3.35% Health Care 0.98% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK9% ₹76 Cr 600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK9% ₹73 Cr 1,350,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE7% ₹54 Cr 355,000
↑ 10,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY6% ₹45 Cr 619,000 Treps
CBLO/Reverse Repo | -5% ₹40 Cr Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK4% ₹35 Cr 210,000
↑ 40,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹34 Cr 450,000
↓ -150,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC4% ₹31 Cr 130,000
↑ 10,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO3% ₹28 Cr 70,000
↓ -15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL3% ₹27 Cr 601,700
↑ 100,000 6. L&T India Large Cap Fund
CAGR/Annualized return of 9.2% since its launch. Ranked 56 in Large Cap category. Return for 2019 was 13.2% , 2018 was -2% and 2017 was 29.5% . L&T India Large Cap Fund
Growth Launch Date 23 Oct 07 NAV (14 Feb 20) ₹29.595 ↓ -0.07 (-0.24 %) Net Assets (Cr) ₹537 on 31 Dec 19 Category Equity - Large Cap AMC L&T Investment Management Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio 0.84 Information Ratio -0.69 Alpha Ratio 2.04 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 31 Jan 15 ₹10,000 31 Jan 16 ₹8,889 31 Jan 17 ₹10,104 31 Jan 18 ₹12,605 31 Jan 19 ₹11,879 31 Jan 20 ₹13,590 Returns for L&T India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month 0.5% 3 Month 4.1% 6 Month 12.4% 1 Year 18.7% 3 Year 10.6% 5 Year 6.7% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 13.2% 2018 -2% 2017 29.5% 2016 0.8% 2015 -0.2% 2014 44.6% 2013 7.4% 2012 23.6% 2011 -21.2% 2010 27.2% Fund Manager information for L&T India Large Cap Fund
Name Since Tenure Venugopal Manghat 24 Nov 12 7.11 Yr. Vihang Naik 17 Dec 19 0.04 Yr. Alok Ranjan 1 Oct 19 0.25 Yr. Data below for L&T India Large Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.77% Technology 10.84% Energy 10.45% Basic Materials 9.13% Consumer Cyclical 5.66% Consumer Defensive 4.74% Industrials 3.52% Communication Services 3.45% Health Care 2.94% Real Estate 1.93% Utility 1.39% Asset Allocation
Asset Class Value Cash 1.67% Equity 97.81% Debt 0% Other 0.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹49 Cr 384,600 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK8% ₹45 Cr 838,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE8% ₹44 Cr 292,600 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC5% ₹28 Cr 114,200 Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY5% ₹24 Cr 331,600
↑ 37,900 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | KOTAKBANK4% ₹21 Cr 123,400 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS4% ₹20 Cr 93,500
↑ 13,100 State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN4% ₹19 Cr 568,800
↑ 40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL3% ₹19 Cr 406,300
↑ 30,200 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT3% ₹18 Cr 140,000
↓ -10,200 7. Kotak Bluechip Fund
CAGR/Annualized return of since its launch. Ranked 32 in Large Cap category. Return for 2019 was 14.2% , 2018 was -2.1% and 2017 was 29.2% . Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (14 Feb 20) ₹254.929 ↓ -1.14 (-0.44 %) Net Assets (Cr) ₹1,488 on 31 Dec 19 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.2 Sharpe Ratio 0.92 Information Ratio -0.89 Alpha Ratio 0.56 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 31 Jan 15 ₹10,000 31 Jan 16 ₹9,131 31 Jan 17 ₹10,361 31 Jan 18 ₹13,144 31 Jan 19 ₹12,339 31 Jan 20 ₹14,296 Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -0.7% 3 Month 3.4% 6 Month 14.1% 1 Year 18.1% 3 Year 10.6% 5 Year 7.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2019 14.2% 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% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Harish Krishnan 1 Jan 14 5.92 Yr. Data below for Kotak Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 40.8% Technology 11.81% Energy 11.21% Basic Materials 8.61% Industrials 8.37% Consumer Cyclical 6.52% Consumer Defensive 5.79% Utility 2.5% Health Care 2.03% Communication Services 0.68% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 1.07% Equity 98.93% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE9% ₹136 Cr 900,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹136 Cr 1,070,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹127 Cr 2,350,000
↓ -51,100 Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY6% ₹83 Cr 1,130,766 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 5322155% ₹72 Cr 950,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC5% ₹69 Cr 285,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT4% ₹58 Cr 450,000
↑ 25,233 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS4% ₹58 Cr 269,850
↑ 44,850 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹58 Cr 345,000 State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN3% ₹45 Cr 1,350,000
↓ -16,300 8. TATA Large Cap Fund
CAGR/Annualized return of 19.8% since its launch. Ranked 35 in Large Cap category. Return for 2019 was 12.1% , 2018 was -3.6% and 2017 was 29.5% . TATA Large Cap Fund
Growth Launch Date 7 May 98 NAV (14 Feb 20) ₹232.555 ↓ -1.16 (-0.50 %) Net Assets (Cr) ₹813 on 31 Dec 19 Category Equity - Large Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.7 Information Ratio -1.15 Alpha Ratio -4.53 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 31 Jan 15 ₹10,000 31 Jan 16 ₹9,058 31 Jan 17 ₹10,315 31 Jan 18 ₹13,110 31 Jan 19 ₹12,202 31 Jan 20 ₹13,604 Returns for TATA Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -0.4% 3 Month 2.2% 6 Month 9.8% 1 Year 15.3% 3 Year 9.4% 5 Year 6.5% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 12.1% 2018 -3.6% 2017 29.5% 2016 2.9% 2015 1.3% 2014 36% 2013 8% 2012 28.5% 2011 -21.2% 2010 19% Fund Manager information for TATA Large Cap Fund
Name Since Tenure Rupesh Patel 18 Jun 18 1.45 Yr. Ennette Fernandes 18 Jun 18 1.45 Yr. Data below for TATA Large Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 47.14% Technology 11.7% Industrials 11.12% Energy 10.79% Utility 4.5% Health Care 3.59% Consumer Cyclical 3.36% Consumer Defensive 2.37% Basic Materials 2.34% Communication Services 2.08% Asset Allocation
Asset Class Value Cash 1.12% Equity 99.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK10% ₹80 Cr 1,480,000
↓ -155,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK9% ₹74 Cr 583,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN8% ₹64 Cr 1,905,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322157% ₹58 Cr 770,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY6% ₹52 Cr 710,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE6% ₹50 Cr 330,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT6% ₹46 Cr 356,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC5% ₹41 Cr 170,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK4% ₹34 Cr 200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 16 | 5000344% ₹33 Cr 77,500 9. Franklin India Bluechip Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 41 in Large Cap category. Return for 2019 was 5.3% , 2018 was -3.6% and 2017 was 26.3% . Franklin India Bluechip Fund
Growth Launch Date 1 Dec 93 NAV (14 Feb 20) ₹472.812 ↓ -3.59 (-0.75 %) Net Assets (Cr) ₹6,554 on 31 Dec 19 Category Equity - Large Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio 0.2 Information Ratio -2.11 Alpha Ratio -6.45 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 31 Jan 15 ₹10,000 31 Jan 16 ₹9,201 31 Jan 17 ₹10,701 31 Jan 18 ₹13,259 31 Jan 19 ₹12,266 31 Jan 20 ₹13,048 Returns for Franklin India Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -1.5% 3 Month 4.2% 6 Month 10.7% 1 Year 8.9% 3 Year 6.1% 5 Year 5.6% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 5.3% 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% Fund Manager information for Franklin India Bluechip Fund
Name Since Tenure Anand Radhakrishnan 4 Apr 07 12.75 Yr. Roshi Jain 2 May 16 3.67 Yr. Pyari Menon 26 Sep 19 0.26 Yr. Data below for Franklin India Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 33.49% Basic Materials 13.37% Energy 9.31% Technology 8.61% Health Care 8% Communication Services 6.84% Utility 6.31% Industrials 4.41% Consumer Cyclical 3.45% Consumer Defensive 0.76% Asset Allocation
Asset Class Value Equity 94.54% Other 5.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹647 Cr 12,000,000
↓ -800,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN8% ₹501 Cr 15,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK7% ₹471 Cr 3,700,000 Call, Cash & Other Assets
Receivables | -5% ₹358 Cr Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322155% ₹320 Cr 4,249,539
↓ -188,669 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 5001245% ₹320 Cr 1,114,802 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL5% ₹319 Cr 7,000,000 Indian Oil Corp Ltd (Energy)
Equity, Since 31 Dec 16 | IOC4% ₹264 Cr 21,000,000
↑ 214,183 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325554% ₹250 Cr 21,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5407194% ₹240 Cr 2,500,000
↓ -200,000 10. HDFC Top 100 Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 43 in Large Cap category. Return for 2019 was 7.7% , 2018 was 0.1% and 2017 was 32% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (14 Feb 20) ₹484.897 ↓ -4.28 (-0.87 %) Net Assets (Cr) ₹18,761 on 31 Dec 19 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.35 Information Ratio -0.5 Alpha Ratio -5.41 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 31 Jan 15 ₹10,000 31 Jan 16 ₹8,298 31 Jan 17 ₹10,341 31 Jan 18 ₹13,371 31 Jan 19 ₹12,932 31 Jan 20 ₹13,494 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month -4.4% 3 Month -1.3% 6 Month 3.9% 1 Year 8.1% 3 Year 8% 5 Year 6.4% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2019 7.7% 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% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Prashant Jain 19 Jun 03 16.55 Yr. Chirag Dagli 31 Jul 19 0.42 Yr. Data below for HDFC Top 100 Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 37.59% Energy 16.99% Technology 11.43% Utility 8.59% Industrials 8.45% Basic Materials 5.79% Consumer Defensive 4.93% Health Care 4.27% Communication Services 0.74% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.8% Other 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹1,684 Cr 31,243,853 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE8% ₹1,550 Cr 10,235,764 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK8% ₹1,513 Cr 11,896,294 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN7% ₹1,370 Cr 41,056,500
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY6% ₹1,127 Cr 15,409,954
↑ 500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹1,073 Cr 8,265,828 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC5% ₹925 Cr 38,915,140
↑ 2,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325554% ₹693 Cr 58,170,537 Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA3% ₹621 Cr 29,382,886 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322153% ₹615 Cr 8,155,405 11. Axis Bluechip Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 58 in Large Cap category. Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% . Axis Bluechip Fund
Growth Launch Date 5 Jan 10 NAV (14 Feb 20) ₹33.42 ↓ -0.19 (-0.57 %) Net Assets (Cr) ₹10,212 on 31 Dec 19 Category Equity - Large Cap AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 1.45 Information Ratio 0.84 Alpha Ratio 6.79 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 15 ₹10,000 31 Jan 16 ₹9,023 31 Jan 17 ₹9,621 31 Jan 18 ₹12,782 31 Jan 19 ₹13,345 31 Jan 20 ₹16,072 Returns for Axis Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20 Duration Returns 1 Month 3% 3 Month 5.7% 6 Month 15.3% 1 Year 24% 3 Year 18.8% 5 Year 10.9% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 18.6% 2018 6.5% 2017 38% 2016 -3.6% 2015 -1.2% 2014 40.8% 2013 13.5% 2012 31.7% 2011 -22.6% 2010 Fund Manager information for Axis Bluechip Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 3.1 Yr. Data below for Axis Bluechip Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 43.33% Consumer Defensive 11.06% Technology 8.71% Basic Materials 5.66% Energy 4.97% Consumer Cyclical 4.37% Industrials 1.36% Communication Services 1.21% Health Care 0.88% Asset Allocation
Asset Class Value Cash 16.42% Equity 83.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO | -18% ₹1,819 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK9% ₹907 Cr 7,130,000
↑ 400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK8% ₹854 Cr 5,070,000
↑ 740,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹822 Cr 15,255,000
↑ 1,166,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000348% ₹808 Cr 1,909,000
↑ 193,436 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE5% ₹507 Cr 3,350,000
↓ -1,350,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403765% ₹495 Cr 2,690,000
↑ 246,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC5% ₹484 Cr 2,005,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹426 Cr 5,825,140
↓ -492,242 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 5008204% ₹419 Cr 2,350,000
↑ 170,000
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.
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.
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 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!
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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