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शीर्ष 10 प्रदर्शन करने वाले लार्ज कैप म्युचुअल फंड भारत 2022 | Fincash.com

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2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले लार्ज कैप म्युचुअल फंड

Updated on March 17, 2023 , 6514 views

बड़ी टोपीम्यूचुअल फंड्स उन योजनाओं का संदर्भ लें जो विभिन्न कंपनियों के इक्विटी और इक्विटी से संबंधित उपकरणों में अपने कोष का निवेश करती हैं।मंडी इन कंपनियों का पूंजीकरण ₹10 से अधिक है,000 करोड़ वर्ष 2022 में, जैसे-जैसे बाजार ने नई ऊंचाइयों को छुआ, का प्रदर्शनलार्ज कैप फंड भी अच्छा रहा है। ब्लूचिप कंपनियों के रूप में भी जानी जाती हैं और अपने क्षेत्र में मार्केट लीडर मानी जाती हैं, इन कंपनियों ने अपना सर्वश्रेष्ठ प्रदर्शन दिखाया है। लार्ज-कैप फंड को लंबी अवधि के निवेश के लिए एक अच्छा विकल्प माना जा सकता है। शीर्ष औरबेस्ट लार्ज कैप म्यूचुअल फंड निवेश नीचे सूचीबद्ध हैं।

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2022 के लिए शीर्ष 10 लार्ज कैप इक्विटी म्युचुअल फंड

FundNAVNet Assets (Cr)2022 (%)2021 (%)2020 (%)2019 (%)2018 (%)
Nippon India Large Cap Fund Growth ₹52.9604
↓ -0.42
₹12,52511.332.44.97.3-0.2
HDFC Top 100 Fund Growth ₹722.673
↓ -5.20
₹22,13910.628.55.97.70.1
ICICI Prudential Bluechip Fund Growth ₹66.28
↓ -0.38
₹34,1996.929.213.59.8-0.8
SBI Bluechip Fund Growth ₹60.7465
↓ -0.33
₹33,9874.426.116.311.6-4.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹331.4
↓ -2.54
₹21,1323.527.914.27.6-2.9
Kotak Bluechip Fund Growth ₹364.165
↓ -2.03
₹5,259227.716.414.2-2.1
TATA Large Cap Fund Growth ₹323.47
↓ -1.98
₹1,3663.332.78.312.1-3.6
IDBI India Top 100 Equity Fund Growth ₹38.06
↓ -0.29
₹6002.931.216.412.7-5.9
Franklin India Bluechip Fund Growth ₹658.279
↓ -4.53
₹6,206-2.232.813.75.3-3.6
Canara Robeco Bluechip Equity Fund Growth ₹39.81
↓ -0.23
₹8,6730.824.523.115.73.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 23
*ऊपर सर्वश्रेष्ठ की सूची हैबड़ी टोपी ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़ और 5 या अधिक वर्षों के लिए निधियों का प्रबंधन करना। पर छाँटा गयापिछले 3 साल का 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 11.3% 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 (20 Mar 23) ₹52.9604 ↓ -0.42   (-0.79 %)
Net Assets (Cr) ₹12,525 on 28 Feb 23
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio 0.06
Alpha Ratio 6.49
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

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -3.8%
3 Month -5.5%
6 Month -3.1%
1 Year 6.5%
3 Year 27.9%
5 Year 11.2%
10 Year
15 Year
Since launch 11.3%
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 0715.5 Yr.
Ashutosh Bhargava1 Sep 211.42 Yr.
Kinjal Desai25 May 184.69 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Large Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.31%
Consumer Cyclical12.86%
Industrials12.3%
Consumer Defensive9.36%
Technology9.26%
Energy8.75%
Health Care3.86%
Basic Materials3.36%
Utility2.16%
Communication Services1.7%
Asset Allocation
Asset ClassValue
Cash1.08%
Equity98.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹850 Cr4,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹824 Cr3,500,000
↑ 200,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
6%₹787 Cr3,000,315
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹725 Cr4,524,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹690 Cr8,300,000
↑ 800,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹637 Cr11,500,644
↓ -500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹617 Cr17,500,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹506 Cr3,300,084
↓ -300,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 19 | HCLTECH
4%₹494 Cr4,400,927
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹479 Cr5,500,080

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 18.5% 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 (20 Mar 23) ₹722.673 ↓ -5.20   (-0.71 %)
Net Assets (Cr) ₹22,139 on 28 Feb 23
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.35
Information Ratio 0.32
Alpha Ratio 7.31
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

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -3.7%
3 Month -5.3%
6 Month -1.6%
1 Year 5.3%
3 Year 27.4%
5 Year 10.9%
10 Year
15 Year
Since launch 18.5%
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 220.51 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services38.61%
Energy11.41%
Technology11.35%
Consumer Defensive7.42%
Industrials5.97%
Health Care5.03%
Consumer Cyclical4.33%
Utility4.17%
Communication Services3.78%
Basic Materials2.94%
Asset Allocation
Asset ClassValue
Cash5%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹1,962 Cr12,237,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,932 Cr23,229,474
↑ 951,952
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
6%₹1,423 Cr6,046,781
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹1,399 Cr9,119,648
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
6%₹1,242 Cr4,734,142
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1,104 Cr31,318,755
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹936 Cr54,669,743
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
4%₹908 Cr16,412,380
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
4%₹893 Cr4,203,556
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹824 Cr9,452,714

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 13.6% 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 (20 Mar 23) ₹66.28 ↓ -0.38   (-0.57 %)
Net Assets (Cr) ₹34,199 on 28 Feb 23
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.07
Information Ratio 0.49
Alpha Ratio 3.07
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
28 Feb 18₹10,000
28 Feb 19₹9,937
29 Feb 20₹10,290
28 Feb 21₹13,425
28 Feb 22₹15,942
28 Feb 23₹16,830

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -4.1%
3 Month -6.1%
6 Month -2.2%
1 Year 1.8%
3 Year 27%
5 Year 11.4%
10 Year
15 Year
Since launch 13.6%
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 184.41 Yr.
Vaibhav Dusad18 Jan 212.04 Yr.
Sharmila D’mello31 Jul 220.51 Yr.

Data below for ICICI Prudential Bluechip Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services30.9%
Technology11.02%
Energy10.5%
Consumer Cyclical8.54%
Industrials7.98%
Basic Materials5.98%
Consumer Defensive5.22%
Health Care4.94%
Communication Services4.02%
Utility2%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash8.43%
Equity91.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹3,110 Cr37,378,958
↑ 297,361
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹2,764 Cr11,741,805
↑ 565,037
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹2,427 Cr15,133,788
↓ -2,933,339
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,345 Cr15,291,074
↓ -457,817
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹2,257 Cr10,626,507
↓ -661,200
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
6%₹1,918 Cr22,008,987
↑ 65,271
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹1,219 Cr15,819,593
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
3%₹1,203 Cr1,352,033
↑ 21,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
3%₹1,075 Cr1,516,576
↑ 98,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Apr 18 | SBILIFE
3%₹911 Cr7,468,827
↓ -636,959

4. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% 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 (20 Mar 23) ₹60.7465 ↓ -0.33   (-0.54 %)
Net Assets (Cr) ₹33,987 on 28 Feb 23
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.12
Information Ratio -0.14
Alpha Ratio 1.53
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

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -4.5%
3 Month -5.9%
6 Month -3.9%
1 Year 1.9%
3 Year 25.8%
5 Year 10.5%
10 Year
15 Year
Since launch 11.1%
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 1012.43 Yr.
Mohit Jain30 Nov 175.18 Yr.

Data below for SBI Bluechip Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services33.52%
Consumer Cyclical15.2%
Industrials8.8%
Consumer Defensive8.11%
Health Care6.85%
Technology5.78%
Energy5.63%
Basic Materials5.52%
Real Estate1.99%
Communication Services1.89%
Asset Allocation
Asset ClassValue
Cash6.45%
Equity93.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹3,127 Cr19,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹2,616 Cr31,443,104
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,839 Cr11,992,178
↑ 1,157,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,727 Cr49,000,000
↑ 2,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,607 Cr7,562,209
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹1,429 Cr6,070,915
↓ -200,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | M&M
3%₹1,027 Cr7,451,909
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
3%₹970 Cr3,700,000
↓ -1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹938 Cr10,761,751
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹911 Cr2,748,463

5. 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 18.6% 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 (20 Mar 23) ₹331.4 ↓ -2.54   (-0.76 %)
Net Assets (Cr) ₹21,132 on 28 Feb 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.09
Information Ratio -0.08
Alpha Ratio 0.93
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

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 ₹385,859.
Net Profit of ₹85,859
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 20 Mar 23

DurationReturns
1 Month -4.5%
3 Month -7.3%
6 Month -5.4%
1 Year -1%
3 Year 25.1%
5 Year 9.7%
10 Year
15 Year
Since launch 18.6%
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 0517.22 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.8%
Technology11.82%
Consumer Cyclical9.53%
Consumer Defensive7.37%
Energy6.79%
Health Care6.01%
Industrials5.97%
Basic Materials5.57%
Communication Services4.29%
Utility1.72%
Real Estate1.17%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,862 Cr22,383,782
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹1,683 Cr10,497,547
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,593 Cr10,388,042
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,172 Cr4,979,005
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹934 Cr4,396,487
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
4%₹886 Cr10,162,148
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹708 Cr9,195,251
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹631 Cr11,401,570
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹563 Cr2,147,908
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹495 Cr4,409,692

6. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme will be realized

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% 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 (20 Mar 23) ₹364.165 ↓ -2.03   (-0.55 %)
Net Assets (Cr) ₹5,259 on 28 Feb 23
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0
Information Ratio 0.01
Alpha Ratio 2.15
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

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 20 Mar 23

DurationReturns
1 Month -4.7%
3 Month -6.3%
6 Month -4.5%
1 Year 0.3%
3 Year 25%
5 Year 11.1%
10 Year
15 Year
Since launch 17.5%
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 149.09 Yr.
Arjun Khanna30 Apr 220.76 Yr.

Data below for Kotak Bluechip Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services29.24%
Consumer Cyclical14.84%
Technology13.21%
Consumer Defensive9.16%
Industrials7.79%
Energy7.33%
Basic Materials6.75%
Health Care5.25%
Communication Services2.11%
Utility1.99%
Real Estate0.99%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹358 Cr4,300,000
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹325 Cr2,025,000
↑ 25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
6%₹321 Cr1,362,500
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹307 Cr2,000,000
↑ 100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹212 Cr1,000,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
4%₹207 Cr2,375,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 06 | ITC
3%₹166 Cr4,725,000
↑ 75,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 13 | MARUTI
3%₹165 Cr185,000
↑ 2,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | M&M
3%₹145 Cr1,050,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹143 Cr425,000
↑ 25,000

7. 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 18.7% 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 (20 Mar 23) ₹323.47 ↓ -1.98   (-0.61 %)
Net Assets (Cr) ₹1,366 on 28 Feb 23
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.08
Information Ratio -0.34
Alpha Ratio 1.19
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

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -3.8%
3 Month -7.2%
6 Month -4.3%
1 Year -1%
3 Year 24.3%
5 Year 10.1%
10 Year
15 Year
Since launch 18.7%
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 211.59 Yr.
Venkat Samala26 Nov 202.18 Yr.

Data below for TATA Large Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.38%
Industrials14.13%
Technology11.84%
Consumer Defensive8.86%
Health Care5.69%
Energy5.55%
Consumer Cyclical5.08%
Utility4.37%
Basic Materials4.04%
Communication Services2.74%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity96.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
6%₹87 Cr540,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
6%₹83 Cr1,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
6%₹83 Cr540,000
↑ 10,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹77 Cr325,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹68 Cr260,000
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹60 Cr685,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
4%₹51 Cr152,000
↑ 5,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
3%₹47 Cr851,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹46 Cr216,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹38 Cr490,000

8. 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 13.1% 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 (20 Mar 23) ₹38.06 ↓ -0.29   (-0.76 %)
Net Assets (Cr) ₹600 on 28 Feb 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio -0.11
Information Ratio 0.1
Alpha Ratio 0.83
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

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -4.7%
3 Month -7.7%
6 Month -6.3%
1 Year -2.1%
3 Year 24.2%
5 Year 10.9%
10 Year
15 Year
Since launch 13.1%
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 211.46 Yr.

Data below for IDBI India Top 100 Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services38.14%
Technology12.83%
Consumer Cyclical12.03%
Basic Materials9.47%
Industrials7.32%
Energy6.47%
Consumer Defensive4.36%
Health Care4.01%
Real Estate2.32%
Communication Services1.23%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
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
7%₹42 Cr509,292
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
6%₹39 Cr165,794
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
5%₹32 Cr209,877
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹31 Cr566,957
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
5%₹28 Cr326,703
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
4%₹27 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
3%₹16 Cr77,348
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
2%₹14 Cr81,223

9. 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 15.7% 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 (20 Mar 23) ₹658.279 ↓ -4.53   (-0.68 %)
Net Assets (Cr) ₹6,206 on 28 Feb 23
Category Equity - Large Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio -0.3
Information Ratio -0.12
Alpha Ratio -1.95
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

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 ₹376,357.
Net Profit of ₹76,357
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 20 Mar 23

DurationReturns
1 Month -4.4%
3 Month -6.6%
6 Month -5.5%
1 Year -3.2%
3 Year 23.8%
5 Year 8.6%
10 Year
15 Year
Since launch 15.7%
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 1112.01 Yr.
Venkatesh Sanjeevi18 Oct 211.29 Yr.
R. Janakiraman18 Oct 211.29 Yr.
Sandeep Manam1 Dec 9329.19 Yr.

Data below for Franklin India Bluechip Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.96%
Technology13.81%
Consumer Defensive9.04%
Consumer Cyclical8.37%
Industrials6.71%
Health Care6.48%
Energy5.43%
Basic Materials4.85%
Communication Services2.43%
Utility2.39%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹574 Cr6,900,000
↑ 550,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹561 Cr3,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 22 | RELIANCE
5%₹344 Cr1,460,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
5%₹330 Cr2,150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFC
4%₹262 Cr1,000,000
↓ -225,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | KOTAKBANK
4%₹249 Cr1,440,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹208 Cr980,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹202 Cr1,800,000
↓ -600,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MARUTI
3%₹169 Cr190,000
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
2%₹154 Cr2,000,000

10. 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 11.6% 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 (20 Mar 23) ₹39.81 ↓ -0.23   (-0.57 %)
Net Assets (Cr) ₹8,673 on 28 Feb 23
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.21
Information Ratio -0.73
Alpha Ratio -3.06
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

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 ₹415,684.
Net Profit of ₹115,684
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 20 Mar 23

DurationReturns
1 Month -4.5%
3 Month -6.5%
6 Month -5%
1 Year -1.5%
3 Year 22.1%
5 Year 12.7%
10 Year
15 Year
Since launch 11.6%
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 211.67 Yr.
Shridatta Bhandwaldar5 Jul 166.58 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.22%
Technology12.21%
Consumer Cyclical10.22%
Consumer Defensive8.92%
Energy6.26%
Industrials6.19%
Basic Materials5.59%
Health Care5.16%
Communication Services2.9%
Utility2.36%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
10%₹846 Cr5,274,700
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹708 Cr8,505,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
7%₹619 Cr4,034,142
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹541 Cr2,298,250
↑ 285,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹363 Cr6,550,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹319 Cr3,664,200
↓ -520,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹292 Cr1,373,185
↓ -85,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹275 Cr7,800,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹254 Cr755,988
↑ 50,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | HINDUNILVR
3%₹251 Cr975,800

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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