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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 January 25, 2023 , 76719 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 (%)
ICICI Prudential Bluechip Fund Growth ₹68.22
↓ -0.90
₹35,049-0.77.44.615.210.26.9
IDBI India Top 100 Equity Fund Growth ₹39.25
↓ -0.64
₹614-2.84.21.414.79.62.9
Nippon India Large Cap Fund Growth ₹53.8991
↓ -0.77
₹12,612-1.27.18.714.69.211.3
HDFC Top 100 Fund Growth ₹739.349
↓ -11.83
₹22,7030.47.97.814.28.710.6
SBI Bluechip Fund Growth ₹62.4239
↓ -0.68
₹34,622-0.75.64.914.19.64.4
Canara Robeco Bluechip Equity Fund Growth ₹40.87
↓ -0.51
₹8,667-2.14.5-0.113.911.90.8
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹7584.416.72.913.610.5
Kotak Bluechip Fund Growth ₹373.898
↓ -4.95
₹5,256-1.451.913.59.82
Aditya Birla Sun Life Frontline Equity Fund Growth ₹341.76
↓ -5.15
₹22,063-2.14.9213.48.43.5
TATA Large Cap Fund Growth ₹331.881
↓ -5.13
₹1,410-1.74.80.812.88.43.3
BNP Paribas Large Cap Fund Growth ₹141.472
↓ -2.21
₹1,381-1.45.52.612.79.84.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 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. 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% 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 (27 Jan 23) ₹68.22 ↓ -0.90   (-1.30 %)
Net Assets (Cr) ₹35,049 on 31 Dec 22
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.19
Information Ratio 0.19
Alpha Ratio 1.73
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 Dec 17₹10,000
31 Dec 18₹9,919
31 Dec 19₹10,888
31 Dec 20₹12,357
31 Dec 21₹15,962
31 Dec 22₹17,056

ICICI Prudential Bluechip Fund SIP Returns

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

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.3%
3 Month -0.7%
6 Month 7.4%
1 Year 4.6%
3 Year 15.2%
5 Year 10.2%
10 Year
15 Year
Since launch 14%
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 184.33 Yr.
Vaibhav Dusad18 Jan 211.95 Yr.
Sharmila D’mello31 Jul 220.42 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.92%
Technology12.58%
Energy10.63%
Industrials7.9%
Consumer Cyclical7.51%
Consumer Defensive5.45%
Health Care5.16%
Basic Materials4.99%
Communication Services4.04%
Utility1.57%
Real Estate0.33%
Asset Allocation
Asset ClassValue
Cash6.89%
Equity93.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
10%₹3,534 Cr37,081,597
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹2,959 Cr10,835,068
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹2,906 Cr18,067,127
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,593 Cr15,859,955
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹2,342 Cr11,287,707
↑ 391,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
6%₹1,995 Cr22,133,216
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,361 Cr16,034,593
↓ -213,226
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹1,120 Cr8,728,350
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
3%₹1,004 Cr1,418,576
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 12 | HCLTECH
3%₹975 Cr8,696,565
↓ -165,000

2. IDBI India Top 100 Equity Fund

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

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 45 in Large Cap category.  Return for 2022 was 2.9% , 2021 was 31.2% and 2020 was 16.4% .

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 (27 Jan 23) ₹39.25 ↓ -0.64   (-1.60 %)
Net Assets (Cr) ₹614 on 31 Dec 22
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.05
Information Ratio 0.23
Alpha Ratio -1.88
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 Dec 17₹10,000
31 Dec 18₹9,408
31 Dec 19₹10,604
31 Dec 20₹12,346
31 Dec 21₹16,204
31 Dec 22₹16,680

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -3.4%
3 Month -2.8%
6 Month 4.2%
1 Year 1.4%
3 Year 14.7%
5 Year 9.6%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.9%
2021 31.2%
2020 16.4%
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Alok Ranjan16 Aug 211.38 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.41%
Technology12.84%
Consumer Cyclical12.53%
Basic Materials10.28%
Industrials7.28%
Energy7.04%
Health Care4.46%
Consumer Defensive4.25%
Real Estate2.44%
Communication Services1.27%
Asset Allocation
Asset ClassValue
Cash0.2%
Equity99.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
8%₹49 Cr307,182
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹49 Cr509,292
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
7%₹45 Cr165,794
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
5%₹34 Cr209,877
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹34 Cr566,957
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
5%₹29 Cr326,703
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
4%₹28 Cr102,448
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹18 Cr53,247
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
2%₹16 Cr77,348
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
2%₹16 Cr81,223

3. 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 11.5% 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 (27 Jan 23) ₹53.8991 ↓ -0.77   (-1.40 %)
Net Assets (Cr) ₹12,612 on 31 Dec 22
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio -0.09
Alpha Ratio 4.97
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 Dec 17₹10,000
31 Dec 18₹9,980
31 Dec 19₹10,704
31 Dec 20₹11,229
31 Dec 21₹14,864
31 Dec 22₹16,547

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -2.2%
3 Month -1.2%
6 Month 7.1%
1 Year 8.7%
3 Year 14.6%
5 Year 9.2%
10 Year
15 Year
Since launch 11.5%
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 0715.41 Yr.
Ashutosh Bhargava1 Sep 211.33 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.88%
Consumer Cyclical13.63%
Industrials11.03%
Technology9.92%
Consumer Defensive9%
Energy7.48%
Health Care4.31%
Basic Materials2.06%
Utility1.94%
Communication Services1.23%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
8%₹1,023 Cr3,800,315
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹830 Cr4,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹819 Cr3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹728 Cr4,524,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹723 Cr12,000,644
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹715 Cr7,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹629 Cr18,500,000
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹589 Cr3,600,084
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹496 Cr5,500,080
↑ 800,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
4%₹493 Cr4,400,927

4. 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 18.7% 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 (27 Jan 23) ₹739.349 ↓ -11.83   (-1.57 %)
Net Assets (Cr) ₹22,703 on 31 Dec 22
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.42
Information Ratio -0.16
Alpha Ratio 5.3
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 Dec 17₹10,000
31 Dec 18₹10,013
31 Dec 19₹10,783
31 Dec 20₹11,421
31 Dec 21₹14,680
31 Dec 22₹16,238

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 ₹376,357.
Net Profit of ₹76,357
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 27 Jan 23

DurationReturns
1 Month -1.9%
3 Month 0.4%
6 Month 7.9%
1 Year 7.8%
3 Year 14.2%
5 Year 8.7%
10 Year
15 Year
Since launch 18.7%
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 220.43 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Top 100 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services38.49%
Energy12.75%
Technology11.28%
Consumer Defensive6.69%
Industrials6.06%
Health Care4.91%
Utility4.01%
Consumer Cyclical3.95%
Communication Services3.42%
Basic Materials2.71%
Asset Allocation
Asset ClassValue
Cash5.71%
Equity94.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹2,123 Cr22,277,522
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,968 Cr12,237,961
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹1,652 Cr6,046,781
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,491 Cr9,119,648
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
5%₹1,275 Cr4,734,142
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,065 Cr31,318,755
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
4%₹989 Cr16,412,380
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹941 Cr54,669,743
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹872 Cr4,203,556
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹852 Cr9,452,714

5. 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 11.4% 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 (27 Jan 23) ₹62.4239 ↓ -0.68   (-1.08 %)
Net Assets (Cr) ₹34,622 on 31 Dec 22
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.02
Information Ratio -0.27
Alpha Ratio -1.58
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 Dec 17₹10,000
31 Dec 18₹9,589
31 Dec 19₹10,705
31 Dec 20₹12,454
31 Dec 21₹15,702
31 Dec 22₹16,387

SBI Bluechip Fund SIP Returns

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

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.2%
3 Month -0.7%
6 Month 5.6%
1 Year 4.9%
3 Year 14.1%
5 Year 9.6%
10 Year
15 Year
Since launch 11.4%
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 1012.34 Yr.
Mohit Jain30 Nov 175.09 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.72%
Consumer Cyclical14.12%
Industrials8.87%
Technology8.15%
Consumer Defensive7.22%
Health Care6.85%
Energy6.19%
Basic Materials5.35%
Real Estate2.15%
Communication Services2.15%
Asset Allocation
Asset ClassValue
Cash5.97%
Equity94.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹3,097 Cr19,256,934
↑ 956,934
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹2,901 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,821 Cr11,135,178
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
5%₹1,713 Cr6,270,915
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,569 Cr7,562,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹1,496 Cr44,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,346 Cr5,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹1,105 Cr18,349,243
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
3%₹1,081 Cr9,648,030
↓ -1,500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | M&M
3%₹973 Cr7,451,909

6. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

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

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 52 in Large Cap category.  Return for 2022 was 0.8% , 2021 was 24.5% and 2020 was 23.1% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (27 Jan 23) ₹40.87 ↓ -0.51   (-1.23 %)
Net Assets (Cr) ₹8,667 on 31 Dec 22
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.23
Information Ratio -0.12
Alpha Ratio -5.02
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,339
31 Dec 19₹11,960
31 Dec 20₹14,718
31 Dec 21₹18,330
31 Dec 22₹18,480

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.7%
3 Month -2.1%
6 Month 4.5%
1 Year -0.1%
3 Year 13.9%
5 Year 11.9%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.8%
2021 24.5%
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 211.59 Yr.
Shridatta Bhandwaldar5 Jul 166.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.42%
Technology10.81%
Consumer Defensive10.2%
Consumer Cyclical10.03%
Industrials6.51%
Energy6.23%
Health Care5.71%
Basic Materials4.94%
Communication Services3.11%
Utility2.38%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
10%₹856 Cr5,324,700
↑ 105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹825 Cr8,655,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹630 Cr3,854,142
↑ 165,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹550 Cr2,013,250
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹395 Cr6,550,000
↑ 475,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹377 Cr4,184,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹323 Cr1,558,185
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | HINDUNILVR
3%₹295 Cr1,100,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹274 Cr3,233,316
↓ -350,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹265 Cr7,800,000

7. L&T India Large Cap Fund

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 CAGR/Annualized return of 10% since its launch.  Ranked 56 in Large Cap category. .

Below is the key information for L&T India Large Cap Fund

L&T India Large Cap Fund
Growth
Launch Date 23 Oct 07
NAV (25 Nov 22) ₹42.242 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹758 on 31 Oct 22
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.1
Information Ratio -1.05
Alpha Ratio -2.34
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
31 Dec 17₹10,000
31 Dec 18₹9,804
31 Dec 19₹11,103
31 Dec 20₹12,554
31 Dec 21₹15,628

L&T 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T 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 27 Jan 23

DurationReturns
1 Month 2.1%
3 Month 4.4%
6 Month 16.7%
1 Year 2.9%
3 Year 13.6%
5 Year 10.5%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

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

8. 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 17.7% 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 (27 Jan 23) ₹373.898 ↓ -4.95   (-1.31 %)
Net Assets (Cr) ₹5,256 on 31 Dec 22
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.13
Information Ratio -0.22
Alpha Ratio -2.91
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 Dec 17₹10,000
31 Dec 18₹9,789
31 Dec 19₹11,179
31 Dec 20₹13,009
31 Dec 21₹16,618
31 Dec 22₹16,948

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -2.5%
3 Month -1.4%
6 Month 5%
1 Year 1.9%
3 Year 13.5%
5 Year 9.8%
10 Year
15 Year
Since launch 17.7%
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 149.01 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services31.45%
Consumer Cyclical14.25%
Technology12.45%
Energy8.43%
Industrials7.64%
Consumer Defensive7.09%
Basic Materials6.65%
Health Care5.41%
Communication Services2.32%
Utility1.98%
Real Estate0.99%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹419 Cr4,400,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
7%₹393 Cr1,437,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹322 Cr2,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹311 Cr1,900,000
↑ 65,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
4%₹220 Cr2,437,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹207 Cr1,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹166 Cr185,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN
3%₹145 Cr2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹139 Cr1,065,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
2%₹136 Cr400,000

9. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% 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 (27 Jan 23) ₹341.76 ↓ -5.15   (-1.48 %)
Net Assets (Cr) ₹22,063 on 31 Dec 22
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -1.41
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 Dec 17₹10,000
31 Dec 18₹9,709
31 Dec 19₹10,452
31 Dec 20₹11,938
31 Dec 21₹15,269
31 Dec 22₹15,809

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

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

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -3.1%
3 Month -2.1%
6 Month 4.9%
1 Year 2%
3 Year 13.4%
5 Year 8.4%
10 Year
15 Year
Since launch 18.9%
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 0517.13 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services38.17%
Technology12.12%
Consumer Cyclical9.44%
Consumer Defensive7.03%
Energy6.37%
Health Care5.94%
Industrials5.78%
Basic Materials5.77%
Communication Services4.64%
Utility1.62%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash1.64%
Equity98.35%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,150 Cr22,563,782
↓ -390,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
8%₹1,726 Cr10,558,042
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
7%₹1,688 Cr10,497,547
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,277 Cr4,677,005
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
4%₹1,017 Cr11,282,986
↑ 487,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹932 Cr4,491,365
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹800 Cr9,421,191
↓ -109,450
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹701 Cr11,639,470
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹578 Cr2,147,908
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹494 Cr4,409,692

10. 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 18.9% 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 (27 Jan 23) ₹331.881 ↓ -5.13   (-1.52 %)
Net Assets (Cr) ₹1,410 on 31 Dec 22
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.03
Information Ratio -0.38
Alpha Ratio -1.55
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 Dec 17₹10,000
31 Dec 18₹9,635
31 Dec 19₹10,802
31 Dec 20₹11,702
31 Dec 21₹15,525
31 Dec 22₹16,039

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 ₹376,357.
Net Profit of ₹76,357
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 27 Jan 23

DurationReturns
1 Month -3.3%
3 Month -1.7%
6 Month 4.8%
1 Year 0.8%
3 Year 12.8%
5 Year 8.4%
10 Year
15 Year
Since launch 18.9%
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
Amey Sathe30 Jun 211.51 Yr.
Venkat Samala26 Nov 202.1 Yr.

Data below for TATA Large Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services33.89%
Industrials12.6%
Technology12.32%
Consumer Defensive8.35%
Energy6.17%
Health Care5.65%
Consumer Cyclical4.8%
Basic Materials4.54%
Utility4.19%
Communication Services2.89%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
7%₹100 Cr1,050,000
↓ -230,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹89 Cr325,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
6%₹87 Cr540,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
6%₹87 Cr530,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹67 Cr250,000
↑ 70,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹62 Cr685,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
4%₹57 Cr950,000
↓ -250,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹50 Cr147,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹45 Cr216,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹42 Cr490,000

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 15.5% 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 (27 Jan 23) ₹141.472 ↓ -2.21   (-1.54 %)
Net Assets (Cr) ₹1,381 on 31 Dec 22
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,603
31 Dec 19₹11,253
31 Dec 20₹13,148
31 Dec 21₹16,052
31 Dec 22₹16,727

BNP Paribas Large Cap Fund SIP Returns

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

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -2.5%
3 Month -1.4%
6 Month 5.5%
1 Year 2.6%
3 Year 12.7%
5 Year 9.8%
10 Year
15 Year
Since launch 15.5%
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 220.55 Yr.
Miten Vora1 Dec 220.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.21%
Technology13.79%
Energy9.5%
Industrials9.32%
Consumer Cyclical8.63%
Consumer Defensive7.7%
Basic Materials4.83%
Health Care3.34%
Communication Services2.95%
Utility1.86%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity97.12%
Debt0.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹137 Cr1,440,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹123 Cr765,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
8%₹108 Cr396,000
↑ 36,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹103 Cr630,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹62 Cr297,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹54 Cr199,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹49 Cr540,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹40 Cr1,180,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
3%₹40 Cr117,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹37 Cr190,000
↓ -35,000

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

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  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

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