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Fincash » Mutual Funds » Large Cap Funds

Large Cap Mutual Funds

Updated on July 21, 2024 , 16266 views

Large cap Mutual Funds are a type of equity where funds are invested in a large portion with companies of large Market capitalization. These are essentially large companies with large businesses and big teams. Large cap stocks are commonly referred as blue chip stocks. One essential fact about the large cap is that information regarding such big companies is easily available in publications (magazine/newspaper).

Large cap mutual funds invest in those firms that have more possibility of showing year on year steady growth and high profits, which in turns also offers stability over a time. These stocks give steady returns over a long period of time. These are shares of well-established companies that have a strong hold on the market and are usually considered as safe investments.

Large cap funds are considered to be safe, have good returns and are less volatile to the market fluctuations compared to other Equity Funds (mid and Small cap funds). Hence, investors are more keen to invest their funds in large-cap even though the share price of blue chip companies are high.

large-cap-funds

Why Invest in Large Cap Equity Funds?

  • Large companies are well-established which means that they have more consistent Income. That is why the greatest benefits that add up to large cap stocks is the stability they can provide.
  • Large cap mutual funds are less volatile than mid cap and small cap funds.
  • As the investments are made in large companies, these funds tend to have low risks.
  • In long-term, large cap funds have better returns than mid cap and small cap funds.
  • During the downturn in the market/business, investors flock to large cap firms as they are a safer investment.
  • Since large-cap companies have a long run business, data/details about such companies are readily available, which becomes easy to provide it to shareholders and investors. This also makes an easy way to determine whether a company is worth the investment.

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Large Cap Companies

Large cap funds are invested in companies that have a Market Capitalization (MC= no of shares issued by the company X market price per share) of more than INR 1000 Crore. These companies are well-established in the India market and are leading players in their respective Industry sectors. Furthermore, they have a strong track record of paying dividends regularly. Most of the blue-chip companies are listed on the BSE (Bombay Stock Exchange) 100 index. Infosys, Wipro, Unilever, Reliance Industries, ITC, SBI, ICICI, L&T, Birla, etc., are some of the large cap companies in India.

Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds

In order to make a better investment decision in equity funds, one should understand the fundamental differences between its types, i.e.- large-, mid-, and small-cap funds. Hence, discussed below-

Investments

Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. mid cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.

Market Capitalization

Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.

Companies

Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.

Risks

Mid cap and small cap funds are more volatile than large-cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.

Who Should Invest in Large Cap Mutual Funds?

Investors who are looking for a long-term Capital appreciation can find large cap funds to be the ideal option for investment. Since blue chip companies are financially strong these funds tend to give stable returns over other equity funds. The return on large cap mutual funds may be moderately low, but they are more likely to be consistent in performance.

When an investor invests in these funds, the chances of their corpus to get eroded is very low compared to other equity mutual funds. Furthermore, large cap companies can withstand the economic crises and can recover faster. Thus, investors who are looking for an investment with moderate returns and low risks can consider large cap mutual funds as one of the best investment avenues.

Smart Tips to Invest in Large Cap Funds

It is always important to know about the fund that you are going to invest in. When investing in Mutual Funds, especially in risky funds like Large-cap funds, investors need to take into account some of the key parameters like-

1. Know the Fund Manager

The fund manager is responsible for all making investment decisions of the fund’s Portfolio. So it is important to review the performance of the fund manager over the years, especially in the tough market phase. A fund manager with the most consistent in his performance should be the preferred choice.

2. Know the Expense Ratio

The expense ratio is the chargers like management fees, operation chargers, etc., charged by the Fund Houses by the investors. Some fund houses may charge a higher fee, while some may low. However, the expense ratio is something that should not supersede other important factors such as fund performance etc.

3. Check the Past Performance

Before Investing, an investor needs to make a fair assessment of the funds' performances that they wish to invest in. A fund that consistently beats its benchmark for over 4-5 year is the one to go with.

4. Fund House Reputation

The quality and the reputation of the fund house matters a lot. Investors should check if the AMC has a long-standing record, large Assets Under Management (AUM), stared funds. A fund house should have a strong presence in the financial industry with a consistent track record.

Taxation of Large Cap Funds

The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.

Fund Type Short-Term Capital Gains Long-Term Capital Gains
Equity funds 15% + cess + surcharge Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge

How to Invest in Large Cap Funds Online?

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Best Large Cap Equity Funds 2024

Some of the Best Large Cap Funds to invest in India are as follows-

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Large Cap Fund Growth ₹87.2984
↓ -0.14
₹29,5341021.236.624.920.732.1
JM Core 11 Fund Growth ₹19.9678
↓ -0.12
₹1329.420.144.923.418.832.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
JM Large Cap Fund Growth ₹162.482
↓ -1.26
₹23411.822.344.421.819.829.6
ICICI Prudential Bluechip Fund Growth ₹105.45
↓ -0.35
₹59,3649.718.23721.520.527.4
HDFC Top 100 Fund Growth ₹1,130.27
↓ -0.59
₹35,4359.716.13421.518.130
BNP Paribas Large Cap Fund Growth ₹221.469
↓ -0.42
₹2,1201123.139.419.82024.8
IDFC Large Cap Fund Growth ₹74.826
↓ -0.11
₹1,51511.820.33518.118.826.8
TATA Large Cap Fund Growth ₹501.01
↓ -1.50
₹2,31611.219.833.1181824.5
Aditya Birla Sun Life Frontline Equity Fund Growth ₹510.35
↓ -0.79
₹29,1041219.431.917.918.423.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 24

*Above is list of best Large Cap funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.

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 13.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (23 Jul 24) ₹87.2984 ↓ -0.14   (-0.16 %)
Net Assets (Cr) ₹29,534 on 30 Jun 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.55
Information Ratio 2.15
Alpha Ratio 8.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,754
30 Jun 21₹12,311
30 Jun 22₹13,023
30 Jun 23₹17,169
30 Jun 24₹23,925

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 ₹505,644.
Net Profit of ₹205,644
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 23 Jul 24

DurationReturns
1 Month 3.1%
3 Month 10%
6 Month 21.2%
1 Year 36.6%
3 Year 24.9%
5 Year 20.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
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%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.91 Yr.
Ashutosh Bhargava1 Sep 212.83 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services35.68%
Consumer Cyclical12.5%
Industrials10.13%
Consumer Defensive9.2%
Energy8.54%
Technology7.1%
Utility5.96%
Basic Materials4.39%
Health Care3.31%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹2,896 Cr17,200,529
↑ 200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
8%₹2,285 Cr7,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,604 Cr37,750,240
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹1,523 Cr12,700,000
↓ -2,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
5%₹1,443 Cr17,000,644
↓ -1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹1,265 Cr10,000,080
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹1,253 Cr8,000,084
↑ 1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
3%₹958 Cr2,700,529
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | TATAPOWER
3%₹947 Cr21,500,000
↑ 2,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE
3%₹847 Cr1,190,326
↑ 50,000

2. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 4.3% since its launch.  Ranked 18 in Large Cap category.  Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (23 Jul 24) ₹19.9678 ↓ -0.12   (-0.62 %)
Net Assets (Cr) ₹132 on 30 Jun 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.48
Sharpe Ratio 2.78
Information Ratio 0.68
Alpha Ratio 10.26
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,279
30 Jun 21₹11,462
30 Jun 22₹11,418
30 Jun 23₹14,835
30 Jun 24₹21,784

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jul 24

DurationReturns
1 Month 1.5%
3 Month 9.4%
6 Month 20.1%
1 Year 44.9%
3 Year 23.4%
5 Year 18.8%
10 Year
15 Year
Since launch 4.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0915.36 Yr.
Gurvinder Wasan1 Dec 221.58 Yr.
Chaitanya Choksi18 Jul 149.96 Yr.

Data below for JM Core 11 Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Cyclical23.06%
Financial Services20.19%
Industrials18.65%
Basic Materials16.32%
Technology11.74%
Energy6.37%
Health Care2.45%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
7%₹9 Cr55,000
↑ 55,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
5%₹7 Cr45,610
↑ 20,000
JK Cement Ltd (Basic Materials)
Equity, Since 30 Jun 24 | JKCEMENT
4%₹5 Cr12,000
↑ 12,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
4%₹5 Cr110,000
↑ 10,000
JSW Infrastructure Ltd (Industrials)
Equity, Since 31 May 24 | 543994
4%₹5 Cr152,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD
4%₹5 Cr88,000
↑ 6,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
4%₹5 Cr13,500
↑ 1,500
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT
4%₹5 Cr8,609
↑ 1,250
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
4%₹5 Cr70,000
↑ 13,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | POWERINDIA
3%₹5 Cr3,550
↓ -550

3. IDBI India Top 100 Equity Fund

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

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 45 in Large Cap category. .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,378
30 Jun 21₹14,442
30 Jun 22₹14,499
30 Jun 23₹17,853

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 23 Jul 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

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

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

4. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (23 Jul 24) ₹162.482 ↓ -1.26   (-0.77 %)
Net Assets (Cr) ₹234 on 30 Jun 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.79
Information Ratio 0.77
Alpha Ratio 12.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,822
30 Jun 21₹13,187
30 Jun 22₹13,289
30 Jun 23₹16,422
30 Jun 24₹23,909

JM 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for JM 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 23 Jul 24

DurationReturns
1 Month 3.6%
3 Month 11.8%
6 Month 22.3%
1 Year 44.4%
3 Year 21.8%
5 Year 19.8%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.87 Yr.
Asit Bhandarkar5 Oct 176.74 Yr.
Gurvinder Wasan1 Dec 221.58 Yr.

Data below for JM Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services22.13%
Basic Materials17.28%
Industrials12.16%
Technology12.07%
Consumer Cyclical11.95%
Utility7.32%
Energy6.6%
Communication Services3.89%
Health Care2.94%
Consumer Defensive1.05%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
7%₹16 Cr97,172
↑ 38,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
5%₹12 Cr138,397
↑ 41,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
5%₹11 Cr29,150
↑ 23,400
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
5%₹11 Cr67,898
↑ 39,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
5%₹11 Cr29,807
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 23 | GRASIM
4%₹10 Cr37,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹9 Cr27,500
↑ 7,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 24 | AXISBANK
4%₹8 Cr66,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
3%₹8 Cr64,087
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 24 | AMBUJACEM
3%₹7 Cr110,000
↑ 47,000

5. 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 15.7% since its launch.  Ranked 21 in Large Cap category.  Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (23 Jul 24) ₹105.45 ↓ -0.35   (-0.33 %)
Net Assets (Cr) ₹59,364 on 30 Jun 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.61
Information Ratio 1.08
Alpha Ratio 8.03
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,813
30 Jun 21₹13,398
30 Jun 22₹13,995
30 Jun 23₹17,310
30 Jun 24₹23,956

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 ₹505,644.
Net Profit of ₹205,644
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 23 Jul 24

DurationReturns
1 Month 4%
3 Month 9.7%
6 Month 18.2%
1 Year 37%
3 Year 21.5%
5 Year 20.5%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
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%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.82 Yr.
Vaibhav Dusad18 Jan 213.45 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services24.24%
Energy11.77%
Consumer Cyclical11.07%
Industrials9.87%
Technology7.65%
Basic Materials7.15%
Consumer Defensive5.55%
Health Care5.49%
Communication Services4.01%
Utility3.26%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash8.8%
Equity91.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹4,861 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹4,538 Cr14,495,800
↑ 100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
6%₹3,648 Cr10,281,834
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹3,215 Cr19,092,421
↑ 1,196,164
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
5%₹2,829 Cr22,358,608
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,683 Cr2,229,726
↑ 85,671
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹2,604 Cr16,620,748
↓ -400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,509 Cr2,150,633
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹2,324 Cr16,091,238
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,530 Cr10,062,064
↑ 500,581

6. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 43 in Large Cap category.  Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (23 Jul 24) ₹1,130.27 ↓ -0.59   (-0.05 %)
Net Assets (Cr) ₹35,435 on 30 Jun 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.11
Information Ratio 0.9
Alpha Ratio 2.94
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,812
30 Jun 21₹12,101
30 Jun 22₹12,584
30 Jun 23₹15,905
30 Jun 24₹21,431

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 ₹481,656.
Net Profit of ₹181,656
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 23 Jul 24

DurationReturns
1 Month 4.1%
3 Month 9.7%
6 Month 16.1%
1 Year 34%
3 Year 21.5%
5 Year 18.1%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
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%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 221.93 Yr.
Dhruv Muchhal22 Jun 231.03 Yr.

Data below for HDFC Top 100 Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services34.34%
Energy10.72%
Industrials9.38%
Technology8.4%
Consumer Defensive7.88%
Consumer Cyclical7.49%
Health Care6.01%
Utility5.84%
Communication Services4.86%
Basic Materials3.9%
Real Estate0.17%
Asset Allocation
Asset ClassValue
Cash1.01%
Equity98.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,604 Cr30,040,474
↑ 900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,389 Cr20,126,319
↑ 650,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
6%₹2,194 Cr7,006,781
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | NTPC
6%₹2,068 Cr54,669,743
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹1,999 Cr5,632,954
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹1,722 Cr11,921,785
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,658 Cr10,579,648
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK
4%₹1,481 Cr11,702,714
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,347 Cr31,691,145
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,304 Cr27,557,721

7. 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 16.9% since its launch.  Ranked 38 in Large Cap category.  Return for 2023 was 24.8% , 2022 was 4.2% and 2021 was 22.1% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (23 Jul 24) ₹221.469 ↓ -0.42   (-0.19 %)
Net Assets (Cr) ₹2,120 on 30 Jun 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.73
Information Ratio 0.8
Alpha Ratio 9.14
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,498
30 Jun 21₹13,768
30 Jun 22₹13,863
30 Jun 23₹16,836
30 Jun 24₹23,803

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 ₹505,644.
Net Profit of ₹205,644
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 23 Jul 24

DurationReturns
1 Month 3.7%
3 Month 11%
6 Month 23.1%
1 Year 39.4%
3 Year 19.8%
5 Year 20%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.8%
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%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 222.04 Yr.
Miten Vora1 Dec 221.58 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services25.44%
Consumer Cyclical13.93%
Technology11.34%
Industrials11.29%
Energy10.58%
Consumer Defensive7.36%
Utility5.3%
Health Care4.96%
Basic Materials4.18%
Communication Services2.45%
Asset Allocation
Asset ClassValue
Cash2.62%
Equity96.83%
Debt0.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹144 Cr461,500
↑ 20,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹144 Cr1,197,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹142 Cr840,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
5%₹99 Cr279,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹84 Cr215,239
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹70 Cr54,000
↓ -4,500
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹67 Cr1,575,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹56 Cr360,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 21 | TRENT
3%₹54 Cr99,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹52 Cr360,000

8. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 57 in Large Cap category.  Return for 2023 was 26.8% , 2022 was -2.3% and 2021 was 26.8% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (23 Jul 24) ₹74.826 ↓ -0.11   (-0.15 %)
Net Assets (Cr) ₹1,515 on 30 Jun 24
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 1.94
Information Ratio -0.02
Alpha Ratio 1.38
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,148
30 Jun 21₹13,447
30 Jun 22₹13,340
30 Jun 23₹16,384
30 Jun 24₹22,186

IDFC 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for IDFC 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 23 Jul 24

DurationReturns
1 Month 4.4%
3 Month 11.8%
6 Month 20.3%
1 Year 35%
3 Year 18.1%
5 Year 18.8%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -2.3%
2021 26.8%
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Sumit Agrawal1 Mar 177.34 Yr.
Ritika Behera7 Oct 230.73 Yr.

Data below for IDFC Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services27.18%
Consumer Defensive13.15%
Consumer Cyclical12.74%
Technology12.64%
Energy9.9%
Industrials7.74%
Basic Materials5.2%
Health Care3.82%
Communication Services3.04%
Real Estate0.97%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
10%₹150 Cr478,940
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹142 Cr844,429
↑ 61,377
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹105 Cr879,061
↑ 41,058
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
6%₹87 Cr552,338
↑ 63,236
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹82 Cr209,741
↑ 23,260
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Apr 23 | GRASIM
3%₹49 Cr182,127
↑ 8,484
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
3%₹46 Cr318,963
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹46 Cr160,518
↓ -35,000
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 543904
3%₹42 Cr198,575
↑ 46,914
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | VBL
3%₹39 Cr240,496

9. 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 19.6% since its launch.  Ranked 35 in Large Cap category.  Return for 2023 was 24.5% , 2022 was 3.3% and 2021 was 32.7% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (23 Jul 24) ₹501.01 ↓ -1.50   (-0.30 %)
Net Assets (Cr) ₹2,316 on 30 Jun 24
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 1.98
Information Ratio 0.27
Alpha Ratio 1.22
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,270
30 Jun 21₹12,974
30 Jun 22₹12,906
30 Jun 23₹15,939
30 Jun 24₹21,412

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 ₹481,656.
Net Profit of ₹181,656
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 23 Jul 24

DurationReturns
1 Month 3.3%
3 Month 11.2%
6 Month 19.8%
1 Year 33.1%
3 Year 18%
5 Year 18%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.5%
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%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Abhinav Sharma5 Apr 231.24 Yr.
Kapil Malhotra19 Dec 230.53 Yr.

Data below for TATA Large Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services28.96%
Industrials13.57%
Consumer Defensive9.85%
Utility9.33%
Energy7.91%
Technology7.65%
Consumer Cyclical7.64%
Health Care6.17%
Basic Materials5.15%
Real Estate1.07%
Communication Services0.82%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹208 Cr1,235,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹173 Cr553,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
4%₹104 Cr865,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹96 Cr270,784
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹87 Cr558,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
3%₹70 Cr555,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 23 | SUNPHARMA
3%₹68 Cr445,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | M&M
3%₹64 Cr225,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC
2%₹57 Cr1,505,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
2%₹57 Cr314,000

10. 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 19.7% since its launch.  Ranked 14 in Large Cap category.  Return for 2023 was 23.1% , 2022 was 3.5% and 2021 was 27.9% .

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 (23 Jul 24) ₹510.35 ↓ -0.79   (-0.15 %)
Net Assets (Cr) ₹29,104 on 30 Jun 24
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 2.03
Information Ratio 0.19
Alpha Ratio 1.66
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,671
30 Jun 21₹13,403
30 Jun 22₹13,487
30 Jun 23₹16,643
30 Jun 24₹22,005

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 ₹481,656.
Net Profit of ₹181,656
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 23 Jul 24

DurationReturns
1 Month 3.7%
3 Month 12%
6 Month 19.4%
1 Year 31.9%
3 Year 17.9%
5 Year 18.4%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.1%
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%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0518.63 Yr.
Dhaval Joshi21 Nov 221.61 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services31.76%
Consumer Cyclical14.24%
Industrials8.4%
Technology8.25%
Consumer Defensive7.47%
Energy6.86%
Health Care5.68%
Basic Materials5.44%
Communication Services4.6%
Utility2.92%
Real Estate1.29%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.18%
Debt0.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹2,482 Cr14,740,040
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,282 Cr19,021,128
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,689 Cr5,393,755
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,571 Cr10,025,674
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,348 Cr3,798,215
↓ -14,289
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹971 Cr6,727,331
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
3%₹954 Cr7,538,312
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹915 Cr3,192,358
↓ -150,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹822 Cr9,680,311
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
3%₹795 Cr21,018,779

Conclusion

The performance of blue chip companies generally represents the economic scenario. Such companies have a potential to forecast the Economy. Furthermore, large cap companies are rarely affected by the market Volatility, hence, are considered to be a risk-free investment. Even though the price of large cap stocks is higher, they are valuable in the rising economy for a long term investment. Thus, investors looking for a long-term Investment plan can consider large cap mutual funds as an ideal avenue to invest!

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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