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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 January 24, 2020 , 1220 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)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
SBI Bluechip Fund Growth ₹42.2816
↑ 0.35
₹23,64111.6-4.130.24.88
Essel Large Cap Equity Fund Growth ₹24.6152
↑ 0.15
₹9711.7-633.83.25.2
JM Core 11 Fund Growth ₹9.5919
↑ 0.10
₹5610.6-543.111.1-2.4
Indiabulls Blue Chip Fund Growth ₹22.58
↑ 0.16
₹16912-1.433.44.43.2
ICICI Prudential Bluechip Fund Growth ₹45.06
↑ 0.33
₹25,0259.8-0.832.77.7-0.2
Aditya Birla Sun Life Frontline Equity Fund Growth ₹236.08
↑ 1.75
₹21,0937.6-2.930.67.41.1
Nippon India Large Cap Fund Growth ₹36.2147
↑ 0.22
₹12,9557.3-0.238.42.21.1
BNP Paribas Large Cap Fund Growth ₹99.57
↑ 0.68
₹81817.2-437-5.55.6
Canara Robeco Bluechip Equity Fund Growth ₹27.8
↑ 0.20
₹30115.73.431.41.9-0.5
Kotak Bluechip Fund Growth ₹257.755
↑ 1.82
₹1,48814.2-2.129.22.93.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

1. 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 10.9% 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 (24 Jan 20) ₹42.2816 ↑ 0.35   (0.85 %)
Net Assets (Cr) ₹23,641 on 31 Dec 19
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.67
Information Ratio -0.85
Alpha Ratio 0.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,799
31 Dec 16₹11,320
31 Dec 17₹14,742
31 Dec 18₹14,137
31 Dec 19₹15,782

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 1.7%
3 Month 4.8%
6 Month 10%
1 Year 16%
3 Year 10.8%
5 Year 8.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.6%
2017 -4.1%
2016 30.2%
2015 4.8%
2014 8%
2013 47.9%
2012 7.6%
2011 38.2%
2010 -24.2%
2009 11.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 108.67 Yr.

Data below for SBI Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services41.64%
Consumer Defensive8.91%
Industrials8.84%
Energy7.63%
Consumer Cyclical7.52%
Basic Materials5.87%
Technology4.93%
Health Care3.91%
Real Estate2.41%
Utility1.62%
Asset Allocation
Asset ClassValue
Cash6.72%
Equity93.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,291 Cr17,970,378
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,648 Cr32,143,104
↓ -2,000,000
Treps
CBLO/Reverse Repo | -
6%₹1,437 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹1,028 Cr41,713,904
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,006 Cr7,562,209
↓ -500,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹917 Cr634,722
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹895 Cr5,768,354
↑ 425,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹894 Cr12,101,751
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹876 Cr3,812,989
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
4%₹825 Cr5,110,470

2. 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 11.4% 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 (24 Jan 20) ₹24.6152 ↑ 0.15   (0.61 %)
Net Assets (Cr) ₹97 on 31 Dec 19
Category Equity - Large Cap
AMC Essel Funds Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.84
Sharpe Ratio 0.77
Information Ratio -0.84
Alpha Ratio -0.92
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
31 Dec 14₹10,000
31 Dec 15₹10,523
31 Dec 16₹10,857
31 Dec 17₹14,526
31 Dec 18₹13,648
31 Dec 19₹15,248

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 ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 1.6%
3 Month 6.6%
6 Month 9.7%
1 Year 14.4%
3 Year 10.5%
5 Year 7.9%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.7%
2017 -6%
2016 33.8%
2015 3.2%
2014 5.2%
2013 29.7%
2012 4.2%
2011 29.6%
2010
2009
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services41%
Technology11.75%
Industrials10.94%
Consumer Defensive8.54%
Consumer Cyclical6.25%
Energy5.05%
Health Care4.42%
Utility2.33%
Basic Materials2.27%
Communication Services2.22%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.13%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
9%₹9 Cr67,860
↓ -14,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 15 | ICICIBANK
6%₹6 Cr120,600
↓ -63,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹6 Cr86,460
↓ -8,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT
6%₹6 Cr43,310
↑ 2,880
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | KOTAKBANK
6%₹6 Cr34,190
↓ -3,600
Treps (Including Tbill Held As Collateral)/Reverse Repo/Net Current Assets/
CBLO/Reverse Repo | -
5%₹5 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
4%₹4 Cr57,500
↓ -2,700
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
4%₹4 Cr25,565
↑ 2,880
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | ITC
4%₹4 Cr160,200
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500676
4%₹4 Cr3,994
↓ -810

3. 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 -0.3% 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 (24 Jan 20) ₹9.5919 ↑ 0.10   (1.02 %)
Net Assets (Cr) ₹56 on 31 Dec 19
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0.48
Information Ratio -0.24
Alpha Ratio -6.38
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
31 Dec 14₹10,000
31 Dec 15₹9,761
31 Dec 16₹10,840
31 Dec 17₹15,512
31 Dec 18₹14,732
31 Dec 19₹16,296

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 ₹385,859.
Net Profit of ₹85,859
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 24 Jan 20

DurationReturns
1 Month 2.3%
3 Month 1.1%
6 Month 14.3%
1 Year 13.8%
3 Year 12.5%
5 Year 9.4%
10 Year
15 Year
Since launch -0.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 10.6%
2017 -5%
2016 43.1%
2015 11.1%
2014 -2.4%
2013 51.3%
2012 -1%
2011 46.7%
2010 -39.9%
2009 -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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services27.01%
Basic Materials17.51%
Consumer Cyclical17.3%
Industrials17.1%
Technology8.66%
Energy8.48%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹5 Cr12,965
Voltas Ltd (Industrials)
Equity, Since 31 Jan 15 | VOLTAS
9%₹5 Cr73,930
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹5 Cr39,520
↑ 2,010
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
9%₹5 Cr6,949
↓ -272
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 500387
9%₹5 Cr2,370
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 18 | 532755
9%₹5 Cr63,848
Asian Paints Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 500820
9%₹5 Cr28,480
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | 532215
9%₹5 Cr65,550
Petronet LNG Ltd (Energy)
Equity, Since 28 Feb 17 | 532522
8%₹5 Cr175,450
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | TITAN
8%₹5 Cr40,355
↑ 2,125

4. 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 10.8% 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 (24 Jan 20) ₹22.58 ↑ 0.16   (0.71 %)
Net Assets (Cr) ₹169 on 31 Dec 19
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.7
Information Ratio -0.5
Alpha Ratio -2.16
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
31 Dec 14₹10,000
31 Dec 15₹10,324
31 Dec 16₹10,781
31 Dec 17₹14,377
31 Dec 18₹14,180
31 Dec 19₹15,883

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month -0.6%
3 Month 4.5%
6 Month 9.7%
1 Year 13.8%
3 Year 12%
5 Year 8.4%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 12%
2017 -1.4%
2016 33.4%
2015 4.4%
2014 3.2%
2013 28.7%
2012 4%
2011
2010
2009
Fund Manager information for Indiabulls Blue Chip Fund
NameSinceTenure
Veekesh Gandhi29 Oct 181.01 Yr.

Data below for Indiabulls Blue Chip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services55.59%
Energy11.8%
Consumer Defensive10.69%
Technology8.47%
Industrials4.71%
Consumer Cyclical3.89%
Basic Materials1.91%
Utility1.45%
Health Care0.45%
Asset Allocation
Asset ClassValue
Cash1%
Equity98.97%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
13%₹22 Cr173,602
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
12%₹21 Cr132,957
↓ -24,188
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
11%₹20 Cr390,980
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
7%₹12 Cr53,198
↓ -4,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
7%₹12 Cr57,791
↓ -8,490
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹12 Cr160,022
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
6%₹10 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%₹6 Cr15,064
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
3%₹6 Cr173,400
↓ -60,300

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 13.8% 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 (24 Jan 20) ₹45.06 ↑ 0.33   (0.74 %)
Net Assets (Cr) ₹25,025 on 31 Dec 19
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.62
Information Ratio -0.65
Alpha Ratio -1.29
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,979
31 Dec 16₹10,751
31 Dec 17₹14,272
31 Dec 18₹14,156
31 Dec 19₹15,540

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 1.1%
3 Month 5.9%
6 Month 9%
1 Year 13.1%
3 Year 12.2%
5 Year 8.2%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.8%
2017 -0.8%
2016 32.7%
2015 7.7%
2014 -0.2%
2013 41.1%
2012 10.2%
2011 26.8%
2010 -16.4%
2009 27.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 172.38 Yr.
Priyanka Khandelwal15 Jun 172.46 Yr.
Anish Tawakley5 Sep 181.24 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services32.39%
Technology9.64%
Consumer Cyclical7.91%
Consumer Defensive7.75%
Energy7.69%
Basic Materials7.13%
Industrials4.84%
Communication Services4.51%
Utility4.47%
Health Care2.07%
Asset Allocation
Asset ClassValue
Cash7.53%
Equity92.41%
Other0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
11%₹2,638 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,133 Cr16,731,180
↓ -830,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
7%₹1,743 Cr34,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹1,462 Cr20,997,844
↑ 516,872
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,185 Cr16,033,536
↑ 431,828
Net Current Assets
Net Current Assets | -
5%-₹1,128 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹994 Cr22,455,749
↓ -1,745,489
Future on Nifty 50 Index
- | -
4%₹987 Cr816,000
↑ 816,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹975 Cr6,285,943
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
4%₹881 Cr9,175,682

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 19.9% 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 (24 Jan 20) ₹236.08 ↑ 1.75   (0.75 %)
Net Assets (Cr) ₹21,093 on 31 Dec 19
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.41
Information Ratio -1.26
Alpha Ratio -5.24
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,110
31 Dec 16₹10,861
31 Dec 17₹14,182
31 Dec 18₹13,770
31 Dec 19₹14,822

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 ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 1.3%
3 Month 6.5%
6 Month 8.3%
1 Year 10.8%
3 Year 9.9%
5 Year 7.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.6%
2017 -2.9%
2016 30.6%
2015 7.4%
2014 1.1%
2013 44.7%
2012 9.3%
2011 36.1%
2010 -22.9%
2009 18.7%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0513.88 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services40.98%
Energy10.6%
Technology9.4%
Consumer Defensive8.02%
Industrials5.76%
Basic Materials5.4%
Consumer Cyclical5.31%
Health Care5.01%
Utility2.41%
Communication Services1.94%
Real Estate0.33%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.15%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,134 Cr16,738,450
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,903 Cr37,116,765
↓ -2,570,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
6%₹1,173 Cr7,560,866
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,119 Cr16,071,274
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹836 Cr6,285,365
↑ 173,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹825 Cr3,589,452
↓ -506,512
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹809 Cr23,676,434
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
4%₹753 Cr30,568,069
Clearing Corporation Of India Limited
CBLO | -
3%₹680 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹582 Cr7,873,119

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 10.9% 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 (24 Jan 20) ₹36.2147 ↑ 0.22   (0.60 %)
Net Assets (Cr) ₹12,955 on 31 Dec 19
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.31
Information Ratio -0.18
Alpha Ratio -5.36
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,111
31 Dec 16₹10,337
31 Dec 17₹14,308
31 Dec 18₹14,279
31 Dec 19₹15,315

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 ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 2%
3 Month 8%
6 Month 7.2%
1 Year 10.7%
3 Year 13.1%
5 Year 7.9%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.3%
2017 -0.2%
2016 38.4%
2015 2.2%
2014 1.1%
2013 54.6%
2012 4.2%
2011 41%
2010 -26.4%
2009 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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.89%
Industrials14.69%
Consumer Cyclical14.04%
Energy8.23%
Health Care7.42%
Technology6.47%
Consumer Defensive5.25%
Communication Services3.84%
Basic Materials3.36%
Utility2.38%
Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.57%
Other0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
8%₹991 Cr29,000,000
↓ -3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
7%₹880 Cr6,901,222
↓ -600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹795 Cr15,500,000
↓ -5,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹705 Cr5,300,000
↓ -300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹665 Cr27,000,000
↓ -2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
5%₹628 Cr8,500,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹592 Cr8,500,084
↓ -500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
4%₹505 Cr2,200,000
↑ 2,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹500 Cr11,300,683
↑ 3,400,000
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
4%₹472 Cr45,000,000
↑ 3,000,000

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 16.2% 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 (24 Jan 20) ₹99.57 ↑ 0.68   (0.69 %)
Net Assets (Cr) ₹818 on 31 Dec 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.22
Information Ratio -0.02
Alpha Ratio 4.36
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,558
31 Dec 16₹9,978
31 Dec 17₹13,674
31 Dec 18₹13,132
31 Dec 19₹15,388

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 ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 1.8%
3 Month 4.9%
6 Month 12.4%
1 Year 20.2%
3 Year 14%
5 Year 8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 17.2%
2017 -4%
2016 37%
2015 -5.5%
2014 5.6%
2013 47.4%
2012 8.7%
2011 30.5%
2010 -17.8%
2009 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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.38%
Consumer Defensive12.1%
Technology9.57%
Energy9.04%
Basic Materials8.15%
Industrials6.16%
Consumer Cyclical4.15%
Communication Services2.73%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹76 Cr600,000
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹69 Cr1,350,000
↓ -82,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹54 Cr345,000
↑ 40,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
5%₹44 Cr600,000
↓ -25,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
5%₹43 Cr619,000
↑ 164,000
Treps
CBLO/Reverse Repo | -
5%₹37 Cr
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹36 Cr85,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
4%₹31 Cr900,000
↑ 150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
3%₹28 Cr120,000
↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹27 Cr170,000
↓ -45,000

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 11.5% 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 (24 Jan 20) ₹27.8 ↑ 0.20   (0.72 %)
Net Assets (Cr) ₹301 on 31 Dec 19
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.86
Sharpe Ratio 1.07
Information Ratio 0.45
Alpha Ratio 4.56
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,953
31 Dec 16₹10,141
31 Dec 17₹13,322
31 Dec 18₹13,773
31 Dec 19₹15,933

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 2.2%
3 Month 6.4%
6 Month 13.7%
1 Year 18.9%
3 Year 15%
5 Year 8.9%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 15.7%
2017 3.4%
2016 31.4%
2015 1.9%
2014 -0.5%
2013 35.9%
2012 5%
2011 28.4%
2010 -12.8%
2009
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.62%
Technology9.88%
Industrials9.26%
Consumer Defensive7.84%
Health Care7.02%
Energy6.42%
Basic Materials6.03%
Consumer Cyclical4.46%
Utility3.34%
Communication Services2.1%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity93.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹26 Cr200,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹22 Cr436,600
Treps
CBLO/Reverse Repo | -
7%₹18 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹14 Cr62,450
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹14 Cr201,142
↑ 32,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹14 Cr89,450
↑ 7,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹13 Cr78,950
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹11 Cr84,250
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹11 Cr53,800
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹8 Cr111,200

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 since its launch.  Ranked 32 in Large Cap category.  Return for 2019 was 14.2% , 2018 was -2.1% and 2017 was 29.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (24 Jan 20) ₹257.755 ↑ 1.82   (0.71 %)
Net Assets (Cr) ₹1,488 on 31 Dec 19
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.92
Information Ratio -0.89
Alpha Ratio 0.56
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,377
31 Dec 16₹10,681
31 Dec 17₹13,798
31 Dec 18₹13,507
31 Dec 19₹15,425

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 ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 1.8%
3 Month 7.8%
6 Month 13.7%
1 Year 18.3%
3 Year 12.2%
5 Year 7.9%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2018 14.2%
2017 -2.1%
2016 29.2%
2015 2.9%
2014 3.8%
2013 42.5%
2012 4.3%
2011 23.4%
2010 -18.5%
2009 16.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 145.92 Yr.

Data below for Kotak Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services40.8%
Energy11.66%
Technology10.88%
Basic Materials8.62%
Industrials8.42%
Consumer Cyclical6.31%
Consumer Defensive5.31%
Utility2.38%
Health Care2.21%
Communication Services0.67%
Real Estate0.6%
Asset Allocation
Asset ClassValue
Cash2.13%
Equity97.86%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
9%₹140 Cr900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹136 Cr1,070,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹123 Cr2,401,100
↓ -146,650
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
5%₹79 Cr1,130,766
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
5%₹70 Cr950,000
↑ 32,185
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
4%₹65 Cr285,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹57 Cr424,767
↑ 9,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹56 Cr345,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹47 Cr1,366,300
↓ -125,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
3%₹46 Cr225,000

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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