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11 Best performing Large Cap Mutual Funds in India for 2023

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11 Best Large Cap Mutual Funds 2023

Updated on November 28, 2023 , 81938 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 2023.

What are Large Cap Funds?

Large cap are mutual funds that primarily invest in the stocks of large-cap companies, which are companies with a market capitalization typically over Rs. 20,000 crore. These funds aim to provide investors with exposure to the largest and most established companies in the stock market. The stocks held in large cap funds are often known as "blue-chip" stocks, which are well-established companies with a long history of stable Earnings and a strong financial position. These stocks are typically less volatile than stocks of smaller companies, making large cap mutual funds a popular choice for investors seeking a relatively stable and low-risk investment option. Large cap mutual funds may also offer the potential for long-term growth, as the companies they invest in are typically leaders in their industries and have the potential for continued expansion and success.

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 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Large Cap Fund Growth ₹67.2605
↑ 0.22
₹16,6384.413.918.325.215.411.3
HDFC Top 100 Fund Growth ₹903.551
↑ 3.58
₹25,7737.414.716.622.614.610.6
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹82.43
↑ 0.83
₹41,2696.915.115.920.915.66.9
TATA Large Cap Fund Growth ₹391.929
↑ 0.50
₹1,582511.110.819.213.83.3
Aditya Birla Sun Life Frontline Equity Fund Growth ₹403.97
↑ 1.72
₹23,0034.611.411.117.913.53.5
SBI Bluechip Fund Growth ₹73.1073
↑ 0.35
₹38,5983.88.911.617.514.54.4
Edelweiss Large Cap Fund Growth ₹66.12
↑ 0.25
₹5575.611.813.617.414.43.4
Invesco India Largecap Fund Growth ₹51.43
↑ 0.29
₹78651213.417.313.6-3
Kotak Bluechip Fund Growth ₹438.909
↑ 1.66
₹6,4064.810.811.21714.92
BNP Paribas Large Cap Fund Growth ₹167.14
↑ 0.39
₹1,4845.312.211.216.515.14.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Nov 23

*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. Nippon India 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.

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 CAGR/Annualized return of 12.4% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (30 Nov 23) ₹67.2605 ↑ 0.22   (0.33 %)
Net Assets (Cr) ₹16,638 on 31 Oct 23
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.81
Information Ratio 2.06
Alpha Ratio 7.24
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
30 Nov 18₹10,000
30 Nov 19₹10,776
30 Nov 20₹10,443
30 Nov 21₹14,818
30 Nov 22₹17,311
30 Nov 23₹20,482

Nippon India 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Nippon India 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 30 Nov 23

DurationReturns
1 Month 5.4%
3 Month 4.4%
6 Month 13.9%
1 Year 18.3%
3 Year 25.2%
5 Year 15.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.24 Yr.
Ashutosh Bhargava1 Sep 212.17 Yr.
Kinjal Desai25 May 185.44 Yr.
Akshay Sharma1 Dec 220.92 Yr.

Data below for Nippon India Large Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services33.81%
Consumer Cyclical13.15%
Consumer Defensive12.67%
Industrials9.16%
Energy7.13%
Technology6.94%
Utility4.85%
Basic Materials3.26%
Health Care3.25%
Communication Services3.05%
Asset Allocation
Asset ClassValue
Cash2.73%
Equity97.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹1,617 Cr10,950,529
↑ 650,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,103 Cr12,050,000
↑ 2,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹1,030 Cr4,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹857 Cr20,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹792 Cr14,000,644
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
4%₹665 Cr2,675,742
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹658 Cr6,700,080
↑ 700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹645 Cr2,200,529
↓ -93,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹547 Cr4,000,084
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
3%₹511 Cr4,000,927

2. 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 19% since its launch.  Ranked 43 in Large Cap category.  Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (30 Nov 23) ₹903.551 ↑ 3.58   (0.40 %)
Net Assets (Cr) ₹25,773 on 31 Oct 23
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.64
Information Ratio 1.3
Alpha Ratio 7.29
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,966
30 Nov 20₹10,714
30 Nov 21₹14,576
30 Nov 22₹16,942
30 Nov 23₹19,757

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

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 30 Nov 23

DurationReturns
1 Month 6.8%
3 Month 7.4%
6 Month 14.7%
1 Year 16.6%
3 Year 22.6%
5 Year 14.6%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 221.26 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

Data below for HDFC Top 100 Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services37.37%
Energy10.54%
Technology9.25%
Consumer Defensive8.51%
Health Care6.47%
Industrials6.16%
Consumer Cyclical5.94%
Utility5%
Communication Services4.25%
Basic Materials3.38%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹2,402 Cr26,240,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹2,344 Cr15,876,319
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
6%₹1,620 Cr7,081,781
↑ 100,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,358 Cr31,691,145
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
5%₹1,289 Cr54,669,743
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,277 Cr9,329,648
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,149 Cr11,702,714
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹1,026 Cr3,504,230
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹999 Cr10,921,785
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
3%₹866 Cr27,557,721

3. 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 14.2% since its launch.  Ranked 45 in Large Cap category. .

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 (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
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
30 Nov 18₹10,000
30 Nov 19₹11,253
30 Nov 20₹12,308
30 Nov 21₹16,800
30 Nov 22₹18,497

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 ₹415,684.
Net Profit of ₹115,684
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 30 Nov 23

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 14.6% since its launch.  Ranked 21 in Large Cap category.  Return for 2022 was 6.9% , 2021 was 29.2% and 2020 was 13.5% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (29 Nov 23) ₹82.43 ↑ 0.83   (1.02 %)
Net Assets (Cr) ₹41,269 on 31 Oct 23
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.51
Information Ratio 1.2
Alpha Ratio 5.51
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
30 Nov 18₹10,000
30 Nov 19₹10,992
30 Nov 20₹11,657
30 Nov 21₹15,927
30 Nov 22₹17,911
30 Nov 23₹20,710

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 ₹447,579.
Net Profit of ₹147,579
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 30 Nov 23

DurationReturns
1 Month 6.6%
3 Month 6.9%
6 Month 15.1%
1 Year 15.9%
3 Year 20.9%
5 Year 15.6%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
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%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.16 Yr.
Vaibhav Dusad18 Jan 212.79 Yr.
Sharmila D’mello31 Jul 221.25 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services26.53%
Energy10.4%
Consumer Cyclical10.39%
Technology9.81%
Industrials9.4%
Basic Materials6.43%
Consumer Defensive5.25%
Health Care4.67%
Communication Services4.2%
Utility2.44%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash9.37%
Equity90.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹3,709 Cr40,518,440
↑ 250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
8%₹3,096 Cr10,568,498
↓ -379,909
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
7%₹2,726 Cr11,912,775
↑ 208,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹2,294 Cr16,760,770
↑ 145,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,993 Cr13,498,420
↓ -817,317
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,958 Cr19,938,112
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹1,736 Cr2,061,320
↑ 147,497
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,554 Cr16,990,151
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹1,504 Cr1,447,384
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
2%₹804 Cr18,766,699

5. 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 19% since its launch.  Ranked 35 in Large Cap category.  Return for 2022 was 3.3% , 2021 was 32.7% and 2020 was 8.3% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (30 Nov 23) ₹391.929 ↑ 0.50   (0.13 %)
Net Assets (Cr) ₹1,582 on 31 Oct 23
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.11
Information Ratio 0.51
Alpha Ratio 2.01
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,245
30 Nov 20₹11,287
30 Nov 21₹15,822
30 Nov 22₹17,238
30 Nov 23₹19,093

TATA 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

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 30 Nov 23

DurationReturns
1 Month 6.8%
3 Month 5%
6 Month 11.1%
1 Year 10.8%
3 Year 19.2%
5 Year 13.8%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.3%
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
2013 8%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Abhinav Sharma5 Apr 230.57 Yr.

Data below for TATA Large Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services34.69%
Industrials14.53%
Consumer Defensive11.07%
Technology10.3%
Energy6.91%
Consumer Cyclical6.24%
Utility5.18%
Basic Materials4.41%
Health Care2.97%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
13%₹203 Cr1,375,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹109 Cr478,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
5%₹79 Cr865,300
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹76 Cr558,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
5%₹75 Cr255,784
↑ 38,175
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹59 Cr605,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹51 Cr152,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
3%₹46 Cr185,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
3%₹45 Cr260,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
3%₹43 Cr761,000

6. 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 19% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

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 (30 Nov 23) ₹403.97 ↑ 1.72   (0.43 %)
Net Assets (Cr) ₹23,003 on 31 Oct 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.22
Information Ratio 0.53
Alpha Ratio 2.96
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
30 Nov 18₹10,000
30 Nov 19₹10,794
30 Nov 20₹11,472
30 Nov 21₹15,528
30 Nov 22₹16,928
30 Nov 23₹18,803

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 ₹426,080.
Net Profit of ₹126,080
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 30 Nov 23

DurationReturns
1 Month 5.7%
3 Month 4.6%
6 Month 11.4%
1 Year 11.1%
3 Year 17.9%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
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%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.97 Yr.
Dhaval Joshi21 Nov 220.94 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services34.72%
Consumer Cyclical11.83%
Technology9.26%
Industrials7.46%
Consumer Defensive7.24%
Energy5.92%
Basic Materials5.6%
Health Care5.4%
Communication Services3.96%
Utility2.09%
Real Estate1.75%
Asset Allocation
Asset ClassValue
Cash4.55%
Equity95.23%
Debt0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,269 Cr15,369,567
↓ -573,357
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,940 Cr21,189,918
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,308 Cr9,561,508
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,188 Cr5,193,755
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,065 Cr3,636,371
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹763 Cr8,342,637
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹745 Cr7,587,759
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹611 Cr10,801,570
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
2%₹549 Cr12,812,316
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
2%₹545 Cr3,735,556

7. 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 11.8% since its launch.  Ranked 9 in Large Cap category.  Return for 2022 was 4.4% , 2021 was 26.1% and 2020 was 16.3% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (30 Nov 23) ₹73.1073 ↑ 0.35   (0.49 %)
Net Assets (Cr) ₹38,598 on 31 Oct 23
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.26
Information Ratio 0.15
Alpha Ratio 1.34
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
30 Nov 18₹10,000
30 Nov 19₹11,132
30 Nov 20₹12,146
30 Nov 21₹16,111
30 Nov 22₹17,657
30 Nov 23₹19,696

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 ₹436,710.
Net Profit of ₹136,710
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 30 Nov 23

DurationReturns
1 Month 5.2%
3 Month 3.8%
6 Month 8.9%
1 Year 11.6%
3 Year 17.5%
5 Year 14.5%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.4%
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%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1013.18 Yr.
Mohit Jain30 Nov 175.92 Yr.

Data below for SBI Bluechip Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services31.68%
Consumer Cyclical16.58%
Consumer Defensive11.13%
Industrials10.09%
Health Care6.42%
Basic Materials5.84%
Energy4.27%
Technology4.25%
Real Estate2.12%
Communication Services2%
Asset Allocation
Asset ClassValue
Cash5.54%
Equity94.4%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹3,736 Cr25,300,000
↑ 300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹2,934 Cr32,053,104
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
6%₹2,173 Cr7,417,268
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹2,099 Cr49,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | 500034
4%₹1,723 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹1,642 Cr12,000,000
↓ -1,342,178
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,389 Cr6,070,915
Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532827
3%₹1,199 Cr317,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 500825
3%₹1,060 Cr2,394,972
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
2%₹943 Cr2,781,710

8. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 66 in Large Cap category.  Return for 2022 was 3.4% , 2021 was 23.4% and 2020 was 17.3% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (30 Nov 23) ₹66.12 ↑ 0.25   (0.38 %)
Net Assets (Cr) ₹557 on 31 Oct 23
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 0.43
Information Ratio -0.03
Alpha Ratio 4.91
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
30 Nov 18₹10,000
30 Nov 19₹11,112
30 Nov 20₹12,129
30 Nov 21₹15,792
30 Nov 22₹17,260
30 Nov 23₹19,609

Edelweiss 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Edelweiss 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 30 Nov 23

DurationReturns
1 Month 6%
3 Month 5.6%
6 Month 11.8%
1 Year 13.6%
3 Year 17.4%
5 Year 14.4%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.4%
2021 23.4%
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
2013 11.1%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 176.5 Yr.
Bharat Lahoti1 Oct 212.08 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services32.4%
Consumer Cyclical9.82%
Technology9.03%
Consumer Defensive8.54%
Industrials8.28%
Health Care7.56%
Energy6.76%
Basic Materials6.16%
Communication Services3.38%
Utility1.9%
Real Estate0.47%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
7%₹42 Cr281,966
↓ -10,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
6%₹33 Cr363,146
↑ 15,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
6%₹32 Cr138,250
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
5%₹29 Cr685,000
↑ 85,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹23 Cr79,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹22 Cr221,159
↑ 15,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹20 Cr145,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹19 Cr205,932
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹15 Cr261,434
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 21 | 500034
2%₹13 Cr17,489
↑ 4,000

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 12.2% since its launch.  Ranked 39 in Large Cap category.  Return for 2022 was -3% , 2021 was 32.5% and 2020 was 14.1% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Nov 23) ₹51.43 ↑ 0.29   (0.57 %)
Net Assets (Cr) ₹786 on 31 Oct 23
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 0.25
Information Ratio -0.16
Alpha Ratio 3.43
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
30 Nov 18₹10,000
30 Nov 19₹10,876
30 Nov 20₹11,741
30 Nov 21₹16,264
30 Nov 22₹16,695
30 Nov 23₹18,929

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 ₹426,080.
Net Profit of ₹126,080
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 30 Nov 23

DurationReturns
1 Month 6.2%
3 Month 5%
6 Month 12%
1 Year 13.4%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
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%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.16 Yr.
Dhimant Kothari14 Sep 221.13 Yr.

Data below for Invesco India Largecap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services31.21%
Technology14.05%
Consumer Cyclical13.03%
Industrials10.61%
Consumer Defensive8.52%
Basic Materials5.73%
Energy5.38%
Utility3.71%
Health Care3.13%
Communication Services2.46%
Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
8%₹62 Cr419,739
↓ -13,872
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
7%₹58 Cr638,484
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
6%₹46 Cr335,767
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹42 Cr184,773
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 532755
3%₹24 Cr213,480
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
3%₹23 Cr547,751
↓ -101,828
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹23 Cr238,117
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | TATAMOTORS
3%₹23 Cr367,650
↑ 150,641
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | MCDOWELL-N
3%₹23 Cr223,888
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹22 Cr68,149

10. 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 17.8% since its launch.  Ranked 32 in Large Cap category.  Return for 2022 was 2% , 2021 was 27.7% and 2020 was 16.4% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (30 Nov 23) ₹438.909 ↑ 1.66   (0.38 %)
Net Assets (Cr) ₹6,406 on 31 Oct 23
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.13
Information Ratio -0.12
Alpha Ratio 1.76
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
30 Nov 18₹10,000
30 Nov 19₹11,408
30 Nov 20₹12,517
30 Nov 21₹16,782
30 Nov 22₹18,012
30 Nov 23₹20,030

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 ₹436,710.
Net Profit of ₹136,710
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 30 Nov 23

DurationReturns
1 Month 6.3%
3 Month 4.8%
6 Month 10.8%
1 Year 11.2%
3 Year 17%
5 Year 14.9%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2%
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%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harsha Upadhyaya1 Oct 230.08 Yr.
Arjun Khanna30 Apr 221.5 Yr.

Data below for Kotak Bluechip Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services27.35%
Consumer Cyclical14.37%
Technology12.43%
Consumer Defensive9.4%
Industrials7.8%
Basic Materials7.48%
Energy6.23%
Health Care5.02%
Utility2.98%
Communication Services2.18%
Real Estate1.21%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹505 Cr3,418,082
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹421 Cr4,600,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
5%₹332 Cr1,450,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
4%₹281 Cr2,050,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹279 Cr952,074
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC
4%₹244 Cr5,687,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
4%₹239 Cr2,430,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹208 Cr200,000
↑ 12,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹177 Cr525,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
2%₹157 Cr1,075,000

11. 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 15.8% since its launch.  Ranked 38 in Large Cap category.  Return for 2022 was 4.2% , 2021 was 22.1% and 2020 was 16.8% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (30 Nov 23) ₹167.14 ↑ 0.39   (0.23 %)
Net Assets (Cr) ₹1,484 on 31 Oct 23
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 0.24
Information Ratio -0.23
Alpha Ratio 3.06
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
30 Nov 18₹10,000
30 Nov 19₹11,697
30 Nov 20₹12,737
30 Nov 21₹16,491
30 Nov 22₹18,132
30 Nov 23₹20,164

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 ₹447,579.
Net Profit of ₹147,579
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 30 Nov 23

DurationReturns
1 Month 5.7%
3 Month 5.3%
6 Month 12.2%
1 Year 11.2%
3 Year 16.5%
5 Year 15.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
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%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 221.38 Yr.
Miten Vora1 Dec 220.92 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services27.23%
Consumer Cyclical14.57%
Technology12.27%
Industrials9.06%
Consumer Defensive8.03%
Energy7.32%
Basic Materials4.93%
Utility4.7%
Health Care3.86%
Communication Services2.58%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity94.05%
Debt1.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹124 Cr840,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹110 Cr1,197,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹91 Cr396,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
6%₹82 Cr279,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
5%₹74 Cr220,500
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹62 Cr1,440,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
4%₹54 Cr396,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹38 Cr216,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | MARUTI
2%₹35 Cr33,300
↑ 6,300
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹33 Cr360,000

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.

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.

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 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.

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Very good and give us about best largecap fund somtimes

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