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2022 के लिए भारत में 11 सर्वश्रेष्ठ प्रदर्शन करने वाले लार्ज कैप म्यूचुअल फंड

फिनकैश »म्यूचुअल फंड्स »बेस्ट लार्ज कैप फंड

11 बेस्ट लार्ज कैप इक्विटी फंड्स 2022

Updated on September 27, 2023 , 81403 views

आदर्श रूप से, जब कोई सोचता हैनिवेश, पहला विचार जो किसी के दिमाग में आता है वह ज्यादातर इक्विटी होगा। जब आप आगे की खोज करते हैंइक्विटी फ़ंड, आप लार्ज-कैप फंड करेंगे।

बड़ी टोपीम्यूचुअल फंड्स इक्विटी में सबसे सुरक्षित निवेशों में से एक माना जाता है क्योंकि उनके पास अच्छा रिटर्न है और वे कम अस्थिर हैंमंडी अन्य इक्विटी फंडों की तुलना में उतार-चढ़ाव अर्थात मध्य औरस्मॉल कैप फंड. ये फंड बड़ी कंपनियों के शेयर में निवेश करते हैं। ब्लू-चिप कंपनियों के शेयर की कीमत अधिक होने के बावजूद निवेशक अपना पैसा लार्ज-कैप में निवेश करने के इच्छुक हैं।

Best Large Cap Mutual Funds

सर्वश्रेष्ठ लार्ज कैप म्यूचुअल फंड चुनना एक महत्वपूर्ण कार्य है जिसे उचित महत्व दिया जाना चाहिए। आइए नीचे देखेंनिवेश के लाभ लार्ज कैप म्यूचुअल फंड में, सर्वश्रेष्ठ का चयन कैसे करेंलार्ज कैप फंड और अंत में, 2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ लार्ज कैप फंडों की सूची।

लार्ज कैप फंड कैसे चुनें?

सही लार्ज-कैप म्यूचुअल फंड चुनना कभी आसान नहीं होता है। कुछ फंड अच्छा प्रदर्शन करते हैं, जबकि अन्य फंड कमजोर पड़ते हैं। लेकिन, कुछ पैरामीटर हैं जिन्हें निवेशकों को सही फंड चुनते समय देखना होता है। किसी फंड पर निर्णय लेने से पहले कई मात्रात्मक और साथ ही गुणात्मक कारकों को देखने की जरूरत है।

मात्रात्मक कारक

आपसीफंड रेटिंग एक अच्छा प्रारंभिक बिंदु हो सकता है। इसे अन्य डेटा जैसे फंड की उम्र, प्रबंधन के तहत संपत्ति (एयूएम), पिछले रिटर्न, व्यय अनुपात इत्यादि के साथ पूरक करने की आवश्यकता है। इसके अलावा, निवेशकों को सलाह दी जाती है कि वे फंड के पिछले तीन वर्षों के प्रदर्शन की जांच करें। एक फंड की शुद्ध संपत्ति INR 1000 करोड़ से अधिक होनी चाहिए और पिछले एक वर्ष में लार्ज कैप शेयरों में न्यूनतम औसत आवंटन 65 प्रतिशत होना चाहिए।

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गुणात्मक कारक

इसे आगे फंड हाउस प्रतिष्ठा, फंड मैनेजर ट्रैक रिकॉर्ड और निवेश प्रक्रिया जैसे गुणात्मक कारकों के साथ फ़िल्टर करने की आवश्यकता है। आपको उस फंड हाउस का चयन करना चाहिए जिस पर आपको अपना पैसा निवेश करने का विश्वास हो। ऐसे फंड हाउस की पहचान करना जिनकी बाजार में मजबूत उपस्थिति है और विभिन्न प्रकार के फंड प्रदान करते हैं जिनका लंबा और सुसंगत ट्रैक रिकॉर्ड है। यह भी देखना चाहिए कि कितने फंड टॉप परफॉर्मर हैं। एक अच्छे ट्रैक रिकॉर्ड वाले फंड मैनेजर का होना जरूरी है। एकएसेट मैनेजमेंट कंपनी एक निर्धारित संस्थागत निवेश प्रक्रिया के साथ भी महत्वपूर्ण है क्योंकि यह सुनिश्चित करता है कि यह एक ऐसी प्रक्रिया है जो आपको केवल एक फंड मैनेजर (व्यक्ति - और इसलिए कीमैन जोखिम) के बजाय पैसा कमाने के लिए प्रेरित करती है। उपरोक्त कार्य करके, कोई भी सर्वश्रेष्ठ लार्ज कैप फंड का चयन करने का प्रयास कर सकता है या चुनने के लिए शीर्ष 10 सर्वश्रेष्ठ लार्ज कैप फंडों की सूची भी बना सकता है।

शीर्ष 11 सर्वश्रेष्ठ प्रदर्शन करने वाले लार्ज कैप म्यूचुअल फंड वित्त वर्ष 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Large Cap Fund Growth ₹64.3266
↑ 0.27
₹15,5831118.622.126.813.311.3
HDFC Top 100 Fund Growth ₹847.422
↑ 1.59
₹25,7769.214.417.923.812.110.6
ICICI Prudential Bluechip Fund Growth ₹76.97
↑ 0.30
₹40,2869.311.613.922.312.56.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
TATA Large Cap Fund Growth ₹374.873
↑ 0.41
₹1,6137.81313.821.511.13.3
SBI Bluechip Fund Growth ₹70.3455
↑ 0.13
₹39,3016.411.914.321.312.14.4
Aditya Birla Sun Life Frontline Equity Fund Growth ₹386.08
↑ 0.94
₹23,7588.31313.320.9113.5
Franklin India Bluechip Fund Growth ₹753.972
↑ 2.33
₹6,8707.39.67.620.19.5-2.2
Kotak Bluechip Fund Growth ₹417.972
↑ 0.82
₹6,3257.210.911.919.911.92
Edelweiss Large Cap Fund Growth ₹62.76
↑ 0.11
₹53181315.919.811.13.4
Invesco India Largecap Fund Growth ₹49.14
↑ 0.17
₹8069.215.613.119.110.8-3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

*एयूएम/नेट एसेट्स वाले 11 सर्वश्रेष्ठ लार्ज कैप म्यूचुअल फंडों की सूची>500 करोड़. होनाफंड की उम्र>=3 पर छाँटा गया3 सालसीएजीआर रिटर्न.

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 12.3% 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 (22 Aug 23) ₹64.3266 ↑ 0.27   (0.42 %)
Net Assets (Cr) ₹15,583 on 31 Jul 23
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.59
Information Ratio 1.23
Alpha Ratio 8.15
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,995
31 Aug 20₹8,920
31 Aug 21₹13,710
31 Aug 22₹15,240
31 Aug 23₹18,308

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 0.6%
3 Month 11%
6 Month 18.6%
1 Year 22.1%
3 Year 26.8%
5 Year 13.3%
10 Year
15 Year
Since launch 12.3%
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 0716.08 Yr.
Ashutosh Bhargava1 Sep 212 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.01%
Consumer Cyclical14.29%
Consumer Defensive10.7%
Industrials10.45%
Energy7.42%
Technology7.22%
Utility4.92%
Health Care3.62%
Communication Services3.18%
Basic Materials2.69%
Asset Allocation
Asset ClassValue
Cash0.49%
Equity99.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹1,540 Cr9,800,529
↑ 900,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹959 Cr10,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹915 Cr3,800,000
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹786 Cr14,000,644
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹730 Cr2,700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
4%₹629 Cr14,300,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹584 Cr6,000,080
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹574 Cr4,000,084
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
3%₹501 Cr2,000,742
↑ 1,302,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Apr 20 | 532555
3%₹474 Cr21,500,000
↑ 6,500,000

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 18.9% 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 (22 Aug 23) ₹847.422 ↑ 1.59   (0.19 %)
Net Assets (Cr) ₹25,776 on 31 Jul 23
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 1.22
Information Ratio 0.8
Alpha Ratio 7.16
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
31 Aug 18₹10,000
31 Aug 19₹9,490
31 Aug 20₹9,048
31 Aug 21₹13,542
31 Aug 22₹14,964
31 Aug 23₹17,224

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month 0.5%
3 Month 9.2%
6 Month 14.4%
1 Year 17.9%
3 Year 23.8%
5 Year 12.1%
10 Year
15 Year
Since launch 18.9%
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 221.09 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.68%
Energy9.31%
Technology8.9%
Consumer Defensive8.21%
Health Care6.51%
Industrials6.48%
Consumer Cyclical5.96%
Utility4.74%
Communication Services3.99%
Basic Materials3.51%
Asset Allocation
Asset ClassValue
Cash5.71%
Equity94.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,495 Cr15,876,319
↓ -2,875,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹2,377 Cr24,790,474
↑ 61,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
6%₹1,455 Cr6,046,781
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,393 Cr31,691,145
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,296 Cr9,029,648
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Jun 15 | 532555
5%₹1,204 Cr54,669,743
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,076 Cr11,052,714
↑ 1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹1,049 Cr3,880,912
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹918 Cr10,721,785
↑ 1,150,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
3%₹829 Cr14,762,380

3. 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 14.3% 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 (21 Aug 23) ₹76.97 ↑ 0.30   (0.39 %)
Net Assets (Cr) ₹40,286 on 31 Jul 23
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 1.13
Information Ratio 0.72
Alpha Ratio 5.68
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,306
31 Aug 20₹9,636
31 Aug 21₹14,523
31 Aug 22₹15,551
31 Aug 23₹17,766

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month 0%
3 Month 9.3%
6 Month 11.6%
1 Year 13.9%
3 Year 22.3%
5 Year 12.5%
10 Year
15 Year
Since launch 14.3%
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 184.99 Yr.
Vaibhav Dusad18 Jan 212.62 Yr.
Sharmila D’mello31 Jul 221.09 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.23%
Energy10.57%
Technology10.16%
Consumer Cyclical9.94%
Industrials9.21%
Basic Materials5.84%
Consumer Defensive5.29%
Health Care4.43%
Communication Services4.08%
Utility1.96%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash10.25%
Equity89.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹3,798 Cr39,610,273
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
8%₹3,019 Cr11,169,307
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
7%₹2,849 Cr11,835,968
↓ -279,789
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹2,385 Cr16,615,770
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹2,370 Cr15,080,693
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,972 Cr20,257,122
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹1,588 Cr1,913,823
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,455 Cr16,990,151
↑ 1,086,101
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹1,448 Cr1,447,384
↑ 59,838
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
2%₹825 Cr18,766,699
↓ -3,185,600

4. 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
31 Aug 18₹10,000
31 Aug 19₹9,412
31 Aug 20₹9,899
31 Aug 21₹15,443
31 Aug 22₹16,212

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 22 Aug 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

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 (22 Aug 23) ₹374.873 ↑ 0.41   (0.11 %)
Net Assets (Cr) ₹1,613 on 31 Jul 23
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.91
Information Ratio 0.36
Alpha Ratio 3.2
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
31 Aug 18₹10,000
31 Aug 19₹9,469
31 Aug 20₹9,345
31 Aug 21₹14,533
31 Aug 22₹14,994
31 Aug 23₹16,708

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month -0.4%
3 Month 7.8%
6 Month 13%
1 Year 13.8%
3 Year 21.5%
5 Year 11.1%
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 230.41 Yr.
Arvindkumar Chetty1 Dec 220.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.08%
Industrials14.15%
Consumer Defensive11.13%
Technology10.56%
Energy7.22%
Consumer Cyclical5.82%
Utility4.52%
Basic Materials3.9%
Health Care3.05%
Real Estate1.36%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
14%₹216 Cr1,375,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹115 Cr478,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
5%₹83 Cr865,300
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹80 Cr558,000
↑ 18,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹65 Cr241,000
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%₹46 Cr260,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
3%₹43 Cr761,000
↓ -90,000

6. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.8% 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 (22 Aug 23) ₹70.3455 ↑ 0.13   (0.19 %)
Net Assets (Cr) ₹39,301 on 31 Jul 23
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 1.07
Information Ratio 0.14
Alpha Ratio 2.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,431
31 Aug 20₹9,720
31 Aug 21₹14,856
31 Aug 22₹15,618
31 Aug 23₹17,552

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month -1.6%
3 Month 6.4%
6 Month 11.9%
1 Year 14.3%
3 Year 21.3%
5 Year 12.1%
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 1013.01 Yr.
Mohit Jain30 Nov 175.76 Yr.

Data below for SBI Bluechip Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services32.47%
Consumer Cyclical16.62%
Consumer Defensive11.26%
Industrials9.01%
Health Care6.65%
Basic Materials5.15%
Technology4.93%
Energy4.43%
Real Estate1.95%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash5.69%
Equity94.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹3,982 Cr25,341,936
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹3,073 Cr32,053,104
↓ -1,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹2,155 Cr49,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹2,044 Cr7,562,209
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,915 Cr13,342,178
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | 500034
4%₹1,647 Cr2,300,000
↑ 240,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,461 Cr6,070,915
Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532827
3%₹1,273 Cr317,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 500825
3%₹1,070 Cr2,394,972
↑ 300,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹999 Cr2,781,710

7. 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 (22 Aug 23) ₹386.08 ↑ 0.94   (0.24 %)
Net Assets (Cr) ₹23,758 on 31 Jul 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.93
Information Ratio 0.35
Alpha Ratio 3.34
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,200
31 Aug 20₹9,412
31 Aug 21₹14,492
31 Aug 22₹14,990
31 Aug 23₹16,711

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month -0.2%
3 Month 8.3%
6 Month 13%
1 Year 13.3%
3 Year 20.9%
5 Year 11%
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 0517.8 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.81%
Consumer Cyclical12.42%
Technology9.87%
Industrials7.5%
Consumer Defensive7.32%
Energy6.19%
Basic Materials5.81%
Health Care5.54%
Communication Services3.87%
Utility2.02%
Real Estate1.64%
Asset Allocation
Asset ClassValue
Cash1%
Equity98.99%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
11%₹2,552 Cr16,242,924
↑ 2,069,424
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,032 Cr21,189,918
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,417 Cr9,874,127
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,250 Cr5,193,755
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,070 Cr3,957,641
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹817 Cr8,391,819
↓ -431,178
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹714 Cr8,342,637
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹640 Cr11,401,570
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹588 Cr3,735,556
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
2%₹563 Cr12,812,316

8. Franklin India Bluechip Fund

The investment objective of Bluechip Fund is primarily to provide medium to long term capital appreciation.

Franklin India Bluechip Fund is a Equity - Large Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 41 in Large Cap category.  Return for 2022 was -2.2% , 2021 was 32.8% and 2020 was 13.7% .

Below is the key information for Franklin India Bluechip Fund

Franklin India Bluechip Fund
Growth
Launch Date 1 Dec 93
NAV (21 Aug 23) ₹753.972 ↑ 2.33   (0.31 %)
Net Assets (Cr) ₹6,870 on 31 Jul 23
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.66
Information Ratio 0.07
Alpha Ratio 0.54
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,759
31 Aug 20₹8,982
31 Aug 21₹14,255
31 Aug 22₹14,362
31 Aug 23₹15,589

Franklin India Bluechip Fund SIP Returns

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

Returns for Franklin India Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month -0.9%
3 Month 7.3%
6 Month 9.6%
1 Year 7.6%
3 Year 20.1%
5 Year 9.5%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.2%
2021 32.8%
2020 13.7%
2019 5.3%
2018 -3.6%
2017 26.3%
2016 6.4%
2015 2%
2014 37.2%
2013 4.1%
Fund Manager information for Franklin India Bluechip Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1112.59 Yr.
Venkatesh Sanjeevi18 Oct 211.87 Yr.
R. Janakiraman18 Oct 211.87 Yr.
Sandeep Manam1 Dec 9329.77 Yr.

Data below for Franklin India Bluechip Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services34.21%
Consumer Cyclical13.98%
Technology13.37%
Consumer Defensive8.27%
Industrials7.75%
Energy5.69%
Health Care5.2%
Basic Materials3.91%
Communication Services2.53%
Utility2.06%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹623 Cr6,500,000
↓ -400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹619 Cr3,940,800
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 22 | RELIANCE
6%₹385 Cr1,600,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹281 Cr5,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | KOTAKBANK
4%₹251 Cr1,425,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹235 Cr1,636,596
↓ -963,404
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹230 Cr850,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹226 Cr1,925,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MARUTI
3%₹210 Cr210,000
↑ 20,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | 532424
3%₹201 Cr2,000,000
↑ 100,000

9. 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 (22 Aug 23) ₹417.972 ↑ 0.82   (0.20 %)
Net Assets (Cr) ₹6,325 on 31 Jul 23
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.88
Information Ratio -0.14
Alpha Ratio 2.66
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,374
31 Aug 20₹10,049
31 Aug 21₹15,425
31 Aug 22₹15,812
31 Aug 23₹17,453

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month -0.7%
3 Month 7.2%
6 Month 10.9%
1 Year 11.9%
3 Year 19.9%
5 Year 11.9%
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
Harish Krishnan1 Jan 149.67 Yr.
Arjun Khanna30 Apr 221.34 Yr.

Data below for Kotak Bluechip Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash2.3%
Equity97.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹537 Cr3,418,082
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹441 Cr4,600,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
5%₹349 Cr1,450,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
5%₹294 Cr2,050,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹273 Cr1,010,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC
4%₹250 Cr5,687,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
4%₹237 Cr2,430,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹188 Cr188,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹176 Cr525,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹169 Cr1,075,000

10. 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 13.8% 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 (22 Aug 23) ₹62.76 ↑ 0.11   (0.18 %)
Net Assets (Cr) ₹531 on 31 Jul 23
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.22
Information Ratio -0.09
Alpha Ratio 6.2
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,277
31 Aug 20₹9,689
31 Aug 21₹14,539
31 Aug 22₹14,753
31 Aug 23₹16,779

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month -0.9%
3 Month 8%
6 Month 13%
1 Year 15.9%
3 Year 19.8%
5 Year 11.1%
10 Year
15 Year
Since launch 13.8%
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 176.34 Yr.
Bharat Lahoti1 Oct 211.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.56%
Consumer Cyclical10.26%
Industrials9.32%
Consumer Defensive8.8%
Technology7.98%
Energy7%
Health Care6.91%
Basic Materials5.77%
Communication Services3.61%
Utility2.14%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
9%₹46 Cr291,966
↑ 25,552
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
6%₹33 Cr348,146
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
6%₹33 Cr138,250
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
5%₹26 Cr600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹24 Cr88,045
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹21 Cr145,900
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹20 Cr206,159
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
4%₹19 Cr223,567
↑ 1,603
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹16 Cr278,412
↑ 3,412
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
2%₹12 Cr11,895
↑ 4,900

11. 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% 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 (22 Aug 23) ₹49.14 ↑ 0.17   (0.35 %)
Net Assets (Cr) ₹806 on 31 Jul 23
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 0.82
Information Ratio -0.34
Alpha Ratio 2.69
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,382
31 Aug 20₹9,800
31 Aug 21₹14,706
31 Aug 22₹15,019
31 Aug 23₹16,635

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month -0.4%
3 Month 9.2%
6 Month 15.6%
1 Year 13.1%
3 Year 19.1%
5 Year 10.8%
10 Year
15 Year
Since launch 12%
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 202.99 Yr.
Dhimant Kothari14 Sep 220.96 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.81%
Technology15.28%
Consumer Cyclical12.14%
Industrials10.23%
Consumer Defensive8.69%
Basic Materials5.73%
Energy5.58%
Health Care3.4%
Utility3.26%
Communication Services2.27%
Asset Allocation
Asset ClassValue
Cash1.62%
Equity98.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹73 Cr462,119
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹61 Cr638,484
↑ 60,085
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
7%₹55 Cr383,345
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹44 Cr184,773
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
4%₹32 Cr737,230
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 23 | 532755
3%₹26 Cr213,480
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹23 Cr238,117
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 532134
3%₹21 Cr1,138,705
↓ -243,265
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹21 Cr68,149
↓ -9,396
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 22 | BEL
3%₹21 Cr1,572,872

बेस्ट लार्ज कैप म्यूचुअल फंड में निवेश क्यों करें

1. स्थिर निवेश

बड़ी कंपनियां अच्छी तरह से स्थापित हैं, जिसका अर्थ है कि उनके पास अधिक सुसंगत हैआय. लार्ज कैप फंड उन कंपनियों में निवेश करता है जो बड़ी हैं, जो कई वर्षों से हैं, उनके पास एक स्थिर कार्यबल और एक स्थापित उत्पाद / सेवा है जो राजस्व उत्पन्न करती है। यही कारण है कि लार्ज कैप शेयरों के सबसे बड़े लाभों में से एक उनके द्वारा प्रदान की जाने वाली स्थिरता है। यह लार्ज कैप म्यूचुअल फंड के पोर्टफोलियो में और इसके पोर्टफोलियो में परिलक्षित होता है।नहीं हैं बहुत।

2. स्थिर रिटर्न

लंबी अवधि में, हालांकि लार्ज-कैप फंडों में मिड- और स्मॉल-कैप फंडों की तुलना में कम रिटर्न होता है, लेकिन लार्ज कैप में रिटर्न अधिक स्थिर होता है। मिड-कैप में अस्थिरता बहुत अधिक होती है और लार्ज कैप की तुलना में मिड कैप में अधिक नुकसान होता है। एक के रूप मेंइन्वेस्टर अगर कोई इक्विटी में निवेश करना चाहता है, तो लार्ज कैप म्यूचुअल फंड में निवेश एक शुरुआती बिंदु हो सकता है।

3. कम अस्थिर

लार्ज कैप फंड मिड और स्मॉल कैप फंड की तुलना में कम अस्थिर होते हैं। ऐतिहासिक आंकड़ों से भी यह बात साबित हो चुकी है। नीचे दी गई छवि में लार्ज कैप के पिछले 15 वर्षों के औसत वार्षिक रिटर्न का विश्लेषण है। यह बीएसई सेंसेक्स को लार्ज-कैप और बीएसई के लिए प्रॉक्सी के रूप में उपयोग करके किया जाता हैमध्यम दर्जे की कंपनियों के शेयर मिडकैप के लिए।

Large-cap-Vs-Mid-cap

4. मध्यम उच्च जोखिम

चूंकि निवेश बड़ी कंपनियों में किया जाता है, इसलिए इन फंडों में मिड और स्मॉल-कैप फंडों की तुलना में कम जोखिम होता है। लेकिन, अल्पावधि में इक्विटी में नुकसान हो सकता है। इसलिए, नुकसान देखने के लिए तैयार रहना चाहिए और उसी पर नींद नहीं खोनी चाहिए। यदि किसी के पास लंबी होल्डिंग अवधि (कम से कम 5 वर्ष से अधिक) है और निवेश की कुछ बुनियादी बातों का पालन करता है, तो वह अच्छी मात्रा में लाभ कमा सकता है।

बेस्ट लार्ज कैप फंड्स में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

शुरू हो जाओ

निष्कर्ष

चूंकि लार्ज कैप फंड बड़े बाजार पूंजीकरण वाली कंपनियों में निवेश करते हैं, इसलिए इन फर्मों के पास खराब बाजारों और आर्थिक चक्रों से बचने के लिए आकार और पैमाना होता है। इसलिए, लार्ज कैप में निवेश को सभी इक्विटी म्यूचुअल फंड श्रेणियों में सबसे सुरक्षित माना जाता है। हालांकि, किसी को हमेशा याद रखना चाहिए किआधारभूत निवेश इक्विटी है और इसमें जोखिम हैं। जबकि लार्ज कैप के जोखिम अपेक्षाकृत कम हैं, रिटर्न भी स्थिर रहेगा और बुल मार्केट चरणों के दौरान असाधारण रिटर्न नहीं होगा। ऐसे निवेशक जो कुछ हद तक जोखिम के साथ मध्यम लेकिन निरंतर रिटर्न पसंद करते हैं; सर्वश्रेष्ठ लार्ज कैप फंड में निवेश कर सकते हैं!

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

Superb. Gave very depth information.

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

Very good and give us about best largecap fund somtimes

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