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Large Cap Mutual Funds

Updated on November 28, 2023 , 15550 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

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Best Large Cap Equity Funds 2023

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

*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 12.4% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (30 Nov 23) ₹67.2605 ↑ 0.22   (0.33 %)
Net Assets (Cr) ₹16,638 on 31 Oct 23
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.81
Information Ratio 2.06
Alpha Ratio 7.24
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,776
30 Nov 20₹10,443
30 Nov 21₹14,818
30 Nov 22₹17,311
30 Nov 23₹20,482

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

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

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

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

2. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

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

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 43 in Large Cap category.  Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% .

Below is the key information for HDFC Top 100 Fund

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

Growth of 10,000 investment over the years.

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

HDFC Top 100 Fund SIP Returns

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

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

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

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

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

3. IDBI India Top 100 Equity Fund

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

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

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

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

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,253
30 Nov 20₹12,308
30 Nov 21₹16,800
30 Nov 22₹18,497

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

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

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

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

4. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund Manager reserves the right to increase the number of companies to more than 20.

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 21 in Large Cap category.  Return for 2022 was 6.9% , 2021 was 29.2% and 2020 was 13.5% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (29 Nov 23) ₹82.43 ↑ 0.83   (1.02 %)
Net Assets (Cr) ₹41,269 on 31 Oct 23
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.51
Information Ratio 1.2
Alpha Ratio 5.51
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,992
30 Nov 20₹11,657
30 Nov 21₹15,927
30 Nov 22₹17,911
30 Nov 23₹20,710

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 6.6%
3 Month 6.9%
6 Month 15.1%
1 Year 15.9%
3 Year 20.9%
5 Year 15.6%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.16 Yr.
Vaibhav Dusad18 Jan 212.79 Yr.
Sharmila D’mello31 Jul 221.25 Yr.

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

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

5. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 35 in Large Cap category.  Return for 2022 was 3.3% , 2021 was 32.7% and 2020 was 8.3% .

Below is the key information for TATA Large Cap Fund

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

Growth of 10,000 investment over the years.

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

TATA Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for TATA Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

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

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

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

6. Aditya Birla Sun Life Frontline Equity Fund

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

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 14 in Large Cap category.  Return for 2022 was 3.5% , 2021 was 27.9% and 2020 was 14.2% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (30 Nov 23) ₹403.97 ↑ 1.72   (0.43 %)
Net Assets (Cr) ₹23,003 on 31 Oct 23
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 0.22
Information Ratio 0.53
Alpha Ratio 2.96
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,794
30 Nov 20₹11,472
30 Nov 21₹15,528
30 Nov 22₹16,928
30 Nov 23₹18,803

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 5.7%
3 Month 4.6%
6 Month 11.4%
1 Year 11.1%
3 Year 17.9%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.5%
2021 27.9%
2020 14.2%
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0517.97 Yr.
Dhaval Joshi21 Nov 220.94 Yr.

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

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

7. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.8% since its launch.  Ranked 9 in Large Cap category.  Return for 2022 was 4.4% , 2021 was 26.1% and 2020 was 16.3% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (30 Nov 23) ₹73.1073 ↑ 0.35   (0.49 %)
Net Assets (Cr) ₹38,598 on 31 Oct 23
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.26
Information Ratio 0.15
Alpha Ratio 1.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,132
30 Nov 20₹12,146
30 Nov 21₹16,111
30 Nov 22₹17,657
30 Nov 23₹19,696

SBI Bluechip Fund SIP Returns

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

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 5.2%
3 Month 3.8%
6 Month 8.9%
1 Year 11.6%
3 Year 17.5%
5 Year 14.5%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.4%
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1013.18 Yr.
Mohit Jain30 Nov 175.92 Yr.

Data below for SBI Bluechip Fund as on 31 Oct 23

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

8. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

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

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

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (30 Nov 23) ₹66.12 ↑ 0.25   (0.38 %)
Net Assets (Cr) ₹557 on 31 Oct 23
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 0.43
Information Ratio -0.03
Alpha Ratio 4.91
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,112
30 Nov 20₹12,129
30 Nov 21₹15,792
30 Nov 22₹17,260
30 Nov 23₹19,609

Edelweiss Large Cap Fund SIP Returns

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

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

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

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

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

9. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 39 in Large Cap category.  Return for 2022 was -3% , 2021 was 32.5% and 2020 was 14.1% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Nov 23) ₹51.43 ↑ 0.29   (0.57 %)
Net Assets (Cr) ₹786 on 31 Oct 23
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 0.25
Information Ratio -0.16
Alpha Ratio 3.43
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,876
30 Nov 20₹11,741
30 Nov 21₹16,264
30 Nov 22₹16,695
30 Nov 23₹18,929

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 6.2%
3 Month 5%
6 Month 12%
1 Year 13.4%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.16 Yr.
Dhimant Kothari14 Sep 221.13 Yr.

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

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

10. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

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

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 32 in Large Cap category.  Return for 2022 was 2% , 2021 was 27.7% and 2020 was 16.4% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (30 Nov 23) ₹438.909 ↑ 1.66   (0.38 %)
Net Assets (Cr) ₹6,406 on 31 Oct 23
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.13
Information Ratio -0.12
Alpha Ratio 1.76
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,408
30 Nov 20₹12,517
30 Nov 21₹16,782
30 Nov 22₹18,012
30 Nov 23₹20,030

Kotak Bluechip Fund SIP Returns

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

Returns for Kotak Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 6.3%
3 Month 4.8%
6 Month 10.8%
1 Year 11.2%
3 Year 17%
5 Year 14.9%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2%
2021 27.7%
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harsha Upadhyaya1 Oct 230.08 Yr.
Arjun Khanna30 Apr 221.5 Yr.

Data below for Kotak Bluechip Fund as on 31 Oct 23

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

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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