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Top 10 Performing Large Cap Mutual Funds India 2020 | Fincash.com

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Top 10 Best Performing Large Cap Mutual Funds to Invest 2020

Updated on March 23, 2020 , 1494 views

Large-cap Mutual Funds refer to the schemes that invest their corpus money in equity and equity-related instruments of various companies. The market capitalization of these companies is greater than ₹10,000 crores. In the year 2020, as the market scaled new heights, the performance of Large cap funds also has been good. Also known as bluechip companies and considered as market leaders in their field, these companies have shown their best performances. Large-Cap funds can be considered as a good option for long-term investment. The top and Best Large Cap Mutual Funds investments are listed below.

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Top 10 Large Cap Equity Mutual Funds for 2020

FundNAVNet Assets (Cr)2019 (%)2018 (%)2017 (%)2016 (%)2015 (%)
Indiabulls Blue Chip Fund Growth ₹15.74
↑ 0.94
₹14812-1.433.44.43.2
SBI Bluechip Fund Growth ₹28.7475
↑ 1.67
₹22,04411.6-4.130.24.88
Essel Large Cap Equity Fund Growth ₹16.6526
↑ 0.94
₹8911.7-633.83.25.2
ICICI Prudential Bluechip Fund Growth ₹30.65
↑ 1.67
₹23,6099.8-0.832.77.7-0.2
JM Core 11 Fund Growth ₹6.498
↑ 0.34
₹5410.6-543.111.1-2.4
Aditya Birla Sun Life Frontline Equity Fund Growth ₹158.34
↑ 8.30
₹19,3147.6-2.930.67.41.1
Nippon India Large Cap Fund Growth ₹23.2978
↑ 0.94
₹11,7457.3-0.238.42.21.1
BNP Paribas Large Cap Fund Growth ₹73.43
↑ 3.79
₹79317.2-437-5.55.6
Canara Robeco Bluechip Equity Fund Growth ₹20.82
↑ 1.11
₹35315.73.431.41.9-0.5
IDBI India Top 100 Equity Fund Growth ₹18.81
↑ 1.12
₹35612.7-5.9281.53.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 20

1. Indiabulls Blue Chip Fund

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of blue-chip large-cap companies. However there can be no assurance that the investment objective of the scheme will be achieved.

Indiabulls Blue Chip Fund is a Equity - Large Cap fund was launched on 10 Feb 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.7% since its launch.  Ranked 22 in Large Cap category.  Return for 2019 was 12% , 2018 was -1.4% and 2017 was 33.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (25 Mar 20) ₹15.74 ↑ 0.94   (6.35 %)
Net Assets (Cr) ₹148 on 29 Feb 20
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.36
Information Ratio -0.36
Alpha Ratio 2.38
Min Investment 500
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 15₹10,000
29 Feb 16₹8,255
28 Feb 17₹10,991
28 Feb 18₹13,123
28 Feb 19₹12,913
29 Feb 20₹13,878

Indiabulls Blue Chip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹315,615.
Net Profit of ₹15,615
Invest Now

Returns for Indiabulls Blue Chip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 20

DurationReturns
1 Month -28.8%
3 Month -30.7%
6 Month -25.6%
1 Year -24%
3 Year -2.8%
5 Year 1.4%
10 Year
15 Year
Since launch 5.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12%
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
2012
2011
2010
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Veekesh Gandhi29 Oct 181.17 Yr.

Data below for Indiabulls Blue Chip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services49.36%
Energy11.43%
Consumer Defensive9.72%
Technology7.05%
Industrials4.95%
Consumer Cyclical4.36%
Basic Materials1.54%
Health Care1.5%
Utility1.13%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.73%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
12%₹19 Cr132,957
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
11%₹18 Cr149,864
↓ -23,738
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
11%₹18 Cr343,805
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
8%₹13 Cr53,008
↓ -190
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
7%₹12 Cr57,791
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹11 Cr150,944
↓ -9,078
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
7%₹11 Cr63,630
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹8 Cr61,739
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | 500034
4%₹7 Cr15,064
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 15 | 500696
4%₹6 Cr27,990

2. 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 7.8% since its launch.  Ranked 9 in Large Cap category.  Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (25 Mar 20) ₹28.7475 ↑ 1.67   (6.16 %)
Net Assets (Cr) ₹22,044 on 29 Feb 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.31
Information Ratio -0.58
Alpha Ratio 2.91
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
28 Feb 15₹10,000
29 Feb 16₹8,930
28 Feb 17₹11,401
28 Feb 18₹13,361
28 Feb 19₹12,782
29 Feb 20₹13,667

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 ₹307,716.
Net Profit of ₹7,716
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 25 Mar 20

DurationReturns
1 Month -29.2%
3 Month -30.9%
6 Month -27.2%
1 Year -24.7%
3 Year -4.6%
5 Year 0.4%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
2011 -24.2%
2010 11.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 109.34 Yr.

Data below for SBI Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services41.52%
Consumer Defensive9.26%
Consumer Cyclical8.05%
Industrials7.99%
Energy6.61%
Basic Materials6.44%
Technology5.19%
Health Care5.17%
Real Estate2.63%
Utility1.86%
Communication Services1.5%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,116 Cr17,970,378
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,549 Cr31,143,104
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
5%₹1,002 Cr634,722
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹898 Cr7,562,209
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹844 Cr12,101,751
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹830 Cr3,812,989
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
4%₹828 Cr5,110,470
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹824 Cr41,713,904
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
4%₹783 Cr25,849,243
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
3%₹766 Cr5,768,354

3. Essel Large Cap Equity Fund

(Erstwhile Essel Equity Fund)

To generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of equity & equity related securities. However, there can be no assurance that the investment objective will be achieved. The scheme does not assure or guarantee any returns.

Essel Large Cap Equity Fund is a Equity - Large Cap fund was launched on 28 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.2% since its launch.  Ranked 11 in Large Cap category.  Return for 2019 was 11.7% , 2018 was -6% and 2017 was 33.8% .

Below is the key information for Essel Large Cap Equity Fund

Essel Large Cap Equity Fund
Growth
Launch Date 28 Sep 11
NAV (25 Mar 20) ₹16.6526 ↑ 0.94   (6.01 %)
Net Assets (Cr) ₹89 on 29 Feb 20
Category Equity - Large Cap
AMC Essel Funds Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.84
Sharpe Ratio 0.29
Information Ratio -0.86
Alpha Ratio 1.31
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 15₹10,000
29 Feb 16₹8,719
28 Feb 17₹11,484
28 Feb 18₹13,177
28 Feb 19₹12,813
29 Feb 20₹13,608

Essel Large Cap 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 ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Essel Large Cap 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 25 Mar 20

DurationReturns
1 Month -30.7%
3 Month -31.3%
6 Month -27.7%
1 Year -25.5%
3 Year -5.6%
5 Year 0.3%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.7%
2018 -6%
2017 33.8%
2016 3.2%
2015 5.2%
2014 29.7%
2013 4.2%
2012 29.6%
2011
2010
Fund Manager information for Essel Large Cap Equity Fund
NameSinceTenure
Suraj Makhija4 Dec 180.99 Yr.

Data below for Essel Large Cap Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.67%
Technology10.94%
Industrials10.29%
Consumer Defensive8.66%
Energy7.65%
Health Care6.3%
Consumer Cyclical5.99%
Basic Materials3.83%
Communication Services2.36%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.2%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
8%₹8 Cr63,360
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 15 | ICICIBANK
7%₹7 Cr131,400
↑ 4,590
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
7%₹6 Cr44,465
↑ 7,560
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹6 Cr72,960
↓ -7,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | KOTAKBANK
5%₹5 Cr30,680
↓ -9,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
4%₹4 Cr57,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | ITC
4%₹4 Cr160,200
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹4 Cr112,910
↑ 8,460
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500676
4%₹4 Cr3,994
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT
3%₹3 Cr22,610

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 9.9% since its launch.  Ranked 21 in Large Cap category.  Return for 2019 was 9.8% , 2018 was -0.8% and 2017 was 32.7% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (25 Mar 20) ₹30.65 ↑ 1.67   (5.76 %)
Net Assets (Cr) ₹23,609 on 29 Feb 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.09
Information Ratio -0.53
Alpha Ratio -0.81
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 15₹10,000
29 Feb 16₹8,187
28 Feb 17₹11,033
28 Feb 18₹13,152
28 Feb 19₹13,070
29 Feb 20₹13,534

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 ₹307,716.
Net Profit of ₹7,716
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 25 Mar 20

DurationReturns
1 Month -28.9%
3 Month -31.3%
6 Month -26.8%
1 Year -26.1%
3 Year -3.5%
5 Year 0.7%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
2010 27.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 172.47 Yr.
Priyanka Khandelwal15 Jun 172.55 Yr.
Anish Tawakley5 Sep 181.32 Yr.

Data below for ICICI Prudential Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33.36%
Technology10.52%
Consumer Defensive8.42%
Energy8.08%
Consumer Cyclical7.75%
Basic Materials6.73%
Communication Services5.65%
Industrials5.41%
Utility4.37%
Health Care2.14%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.48%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,190 Cr18,596,425
↓ -350,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
7%₹1,691 Cr34,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹1,572 Cr21,484,140
↑ 486,296
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,253 Cr23,943,296
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,130 Cr16,198,329
↑ 164,793
Treps
CBLO/Reverse Repo | -
4%₹994 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹971 Cr7,305,578
↑ 198,653
Net Current Assets
Net Current Assets | -
4%-₹866 Cr
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
3%₹823 Cr9,245,738
↑ 100,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
3%₹802 Cr3,687,165

5. 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 -3.5% since its launch.  Ranked 18 in Large Cap category.  Return for 2019 was 10.6% , 2018 was -5% and 2017 was 43.1% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (25 Mar 20) ₹6.498 ↑ 0.34   (5.50 %)
Net Assets (Cr) ₹54 on 29 Feb 20
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0.2
Information Ratio -0.24
Alpha Ratio -2.34
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
28 Feb 15₹10,000
29 Feb 16₹7,587
28 Feb 17₹11,848
28 Feb 18₹14,292
28 Feb 19₹14,499
29 Feb 20₹15,262

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 ₹323,701.
Net Profit of ₹23,701
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 25 Mar 20

DurationReturns
1 Month -31.6%
3 Month -30.7%
6 Month -29%
1 Year -28.2%
3 Year -3.6%
5 Year 2.3%
10 Year
15 Year
Since launch -3.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
2013 -1%
2012 46.7%
2011 -39.9%
2010 -7.5%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0910.77 Yr.
Chaitanya Choksi1 Aug 145.33 Yr.

Data below for JM Core 11 Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services24.51%
Industrials18.18%
Consumer Cyclical18%
Basic Materials17.87%
Technology9%
Energy8.75%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Voltas Ltd (Industrials)
Equity, Since 31 Jan 15 | VOLTAS
10%₹5 Cr78,730
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | 532215
9%₹5 Cr70,550
↑ 5,000
Asian Paints Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 500820
9%₹5 Cr28,480
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | TITAN
9%₹5 Cr42,855
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 18 | 532755
9%₹5 Cr63,848
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
9%₹5 Cr7,349
↑ 400
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 500387
9%₹5 Cr2,165
↓ -205
Petronet LNG Ltd (Energy)
Equity, Since 28 Feb 17 | 532522
9%₹5 Cr185,450
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹5 Cr39,520
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
9%₹5 Cr35,097
↑ 1,850

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 17% since its launch.  Ranked 14 in Large Cap category.  Return for 2019 was 7.6% , 2018 was -2.9% and 2017 was 30.6% .

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 (25 Mar 20) ₹158.34 ↑ 8.30   (5.53 %)
Net Assets (Cr) ₹19,314 on 29 Feb 20
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.08
Information Ratio -1.08
Alpha Ratio -1.43
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
28 Feb 15₹10,000
29 Feb 16₹8,366
28 Feb 17₹11,072
28 Feb 18₹12,839
28 Feb 19₹12,511
29 Feb 20₹12,939

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 .
Net Profit of
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 25 Mar 20

DurationReturns
1 Month -30.5%
3 Month -32%
6 Month -28.2%
1 Year -28.3%
3 Year -6%
5 Year -0.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.6%
2018 -2.9%
2017 30.6%
2016 7.4%
2015 1.1%
2014 44.7%
2013 9.3%
2012 36.1%
2011 -22.9%
2010 18.7%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0514.13 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology10.25%
Consumer Defensive8.37%
Energy8.16%
Industrials6.33%
Basic Materials5.75%
Consumer Cyclical5.32%
Health Care5.1%
Communication Services4.14%
Utility3.08%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹1,827 Cr15,517,450
↓ -1,221,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,751 Cr35,211,765
↓ -1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,175 Cr16,056,202
↓ -15,072
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹858 Cr7,225,894
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹798 Cr15,252,415
↑ 612,473
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
4%₹795 Cr5,984,232
↓ -561,088
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹708 Cr23,358,263
↑ 1,778,636
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹621 Cr8,902,170
↑ 339,132
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹594 Cr55,752,427
↑ 7,336,657
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
3%₹587 Cr2,696,122
↓ -638,395

7. 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 6.9% since its launch.  Ranked 20 in Large Cap category.  Return for 2019 was 7.3% , 2018 was -0.2% and 2017 was 38.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (25 Mar 20) ₹23.2978 ↑ 0.94   (4.19 %)
Net Assets (Cr) ₹11,745 on 29 Feb 20
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio -0.04
Information Ratio -0.28
Alpha Ratio -2.7
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 15₹10,000
29 Feb 16₹8,002
28 Feb 17₹10,742
28 Feb 18₹13,108
28 Feb 19₹13,086
29 Feb 20₹13,216

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 .
Net Profit of
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 25 Mar 20

DurationReturns
1 Month -32.6%
3 Month -34.4%
6 Month -30.4%
1 Year -32.3%
3 Year -5.1%
5 Year -0.8%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
2012 41%
2011 -26.4%
2010 19.4%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0712.41 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services30.03%
Industrials16.95%
Consumer Cyclical13.48%
Consumer Defensive7.91%
Health Care7.36%
Technology7.34%
Energy6.55%
Communication Services3.9%
Basic Materials3.58%
Utility2.43%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.22%
Other0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
7%₹833 Cr27,500,000
↓ -1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹754 Cr6,401,222
↑ 1,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹721 Cr14,500,000
↓ -1,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹653 Cr5,500,000
↓ -1,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹622 Cr31,500,000
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹578 Cr7,900,084
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹524 Cr10,000,683
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹453 Cr6,500,000
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
4%₹452 Cr3,400,000
↑ 1,500,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹358 Cr1,700,000
↓ -159,990

8. 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 13.7% since its launch.  Ranked 38 in Large Cap category.  Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (25 Mar 20) ₹73.43 ↑ 3.79   (5.44 %)
Net Assets (Cr) ₹793 on 29 Feb 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.04
Information Ratio 0.1
Alpha Ratio 9.9
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
28 Feb 15₹10,000
29 Feb 16₹8,457
28 Feb 17₹10,339
28 Feb 18₹12,229
28 Feb 19₹11,898
29 Feb 20₹13,744

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 ₹315,615.
Net Profit of ₹15,615
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 25 Mar 20

DurationReturns
1 Month -25.3%
3 Month -25%
6 Month -21.3%
1 Year -13.8%
3 Year 0.2%
5 Year 1.2%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
2010 18.1%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 163.04 Yr.
Karthikraj Lakshmanan7 Oct 163.15 Yr.

Data below for BNP Paribas Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services42.06%
Technology10.02%
Consumer Defensive9.63%
Energy8.86%
Basic Materials8.58%
Consumer Cyclical6.69%
Industrials4.51%
Communication Services3.9%
Health Care1.51%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹74 Cr600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹68 Cr1,300,000
↓ -50,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹50 Cr355,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹48 Cr619,000
Treps
CBLO/Reverse Repo | -
4%₹37 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹36 Cr210,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
4%₹34 Cr140,000
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹33 Cr450,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹32 Cr650,000
↑ 48,300
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹32 Cr72,500
↑ 2,500

9. 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 7.9% since its launch.  Ranked 52 in Large Cap category.  Return for 2019 was 15.7% , 2018 was 3.4% and 2017 was 31.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (25 Mar 20) ₹20.82 ↑ 1.11   (5.63 %)
Net Assets (Cr) ₹353 on 29 Feb 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.86
Sharpe Ratio 1.08
Information Ratio 0.88
Alpha Ratio 11.02
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 15₹10,000
29 Feb 16₹8,203
28 Feb 17₹10,529
28 Feb 18₹12,459
28 Feb 19₹12,751
29 Feb 20₹14,774

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 ₹331,978.
Net Profit of ₹31,978
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 25 Mar 20

DurationReturns
1 Month -25.5%
3 Month -23.4%
6 Month -18%
1 Year -13.9%
3 Year 2.1%
5 Year 3.2%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
2010
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.39 Yr.
Sanjay Bembalkar1 Oct 190.16 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services38.41%
Technology11.21%
Consumer Defensive9.51%
Industrials7.9%
Health Care6.85%
Energy6.83%
Consumer Cyclical6.26%
Basic Materials4.46%
Utility2.59%
Communication Services2%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹32 Cr275,200
↑ 35,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹25 Cr500,600
↑ 49,000
Treps
CBLO/Reverse Repo | -
6%₹22 Cr
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹21 Cr158,250
↑ 22,300
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹18 Cr248,642
↑ 12,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹16 Cr73,950
↑ 5,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹16 Cr98,750
↑ 10,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
4%₹14 Cr31,700
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹13 Cr60,800
↑ 7,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹11 Cr164,200
↑ 20,000

10. 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 8.4% since its launch.  Ranked 45 in Large Cap category.  Return for 2019 was 12.7% , 2018 was -5.9% and 2017 was 28% .

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 (25 Mar 20) ₹18.81 ↑ 1.12   (6.33 %)
Net Assets (Cr) ₹356 on 29 Feb 20
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.84
Sharpe Ratio 0.63
Information Ratio -0.61
Alpha Ratio 5.64
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
28 Feb 15₹10,000
29 Feb 16₹8,391
28 Feb 17₹10,463
28 Feb 18₹11,810
28 Feb 19₹11,237
29 Feb 20₹12,398

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 .
Net Profit of
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 25 Mar 20

DurationReturns
1 Month -27%
3 Month -27.5%
6 Month -23.5%
1 Year -19.2%
3 Year -4.1%
5 Year -0.9%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.7%
2018 -5.9%
2017 28%
2016 1.5%
2015 3.2%
2014 40.6%
2013 7.2%
2012
2011
2010
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure
Uma Venkatraman5 Sep 172.32 Yr.

Data below for IDBI India Top 100 Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services38.45%
Consumer Defensive12.54%
Energy9.58%
Basic Materials7.86%
Technology7.64%
Industrials7.52%
Consumer Cyclical7.02%
Health Care3.42%
Communication Services1.88%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.91%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
9%₹32 Cr257,958
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
9%₹31 Cr223,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹21 Cr404,635
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 12 | HDFC
6%₹21 Cr87,300
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
5%₹17 Cr100,000
Treps
CBLO/Reverse Repo | -
4%₹16 Cr1,615,089
↑ 910,979
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
4%₹14 Cr186,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 17 | LT
4%₹13 Cr97,622
State Bank of India (Financial Services)
Equity, Since 31 Jan 18 | SBIN
3%₹10 Cr310,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 19 | TCS
3%₹10 Cr46,472
↓ -10,000

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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