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Top 10 Performing Large Cap Mutual Funds India 2019 | Fincash.com

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Top 10 Best Performing Large Cap Mutual Funds to Invest 2019

Updated on December 5, 2019 , 1077 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 2019, 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 2019

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
JM Core 11 Fund Growth ₹9.1894
↓ -0.08
₹57-543.111.1-2.451.3
SBI Bluechip Fund Growth ₹40.6796
↓ -0.35
₹23,585-4.130.24.8847.9
Indiabulls Blue Chip Fund Growth ₹22.18
↓ -0.17
₹191-1.433.44.43.228.7
Essel Large Cap Equity Fund Growth ₹23.7409
↓ -0.21
₹104-633.83.25.229.7
ICICI Prudential Bluechip Fund Growth ₹43.48
↓ -0.30
₹24,132-0.832.77.7-0.241.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹228.75
↓ -2.23
₹21,211-2.930.67.41.144.7
Reliance Large Cap Fund Growth ₹34.5526
↓ -0.44
₹13,091-0.238.42.21.154.6
BNP Paribas Large Cap Fund Growth ₹95.86
↓ -0.63
₹808-437-5.55.647.4
Canara Robeco Bluechip Equity Fund Growth ₹26.75
↓ -0.13
₹2573.431.41.9-0.535.9
Kotak Bluechip Fund Growth ₹248.019
↓ -1.55
₹1,444-2.129.22.93.842.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Dec 19

1. 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 -0.7% since its launch.  Ranked 18 in Large Cap category.  Return for 2018 was -5% , 2017 was 43.1% and 2016 was 11.1% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (06 Dec 19) ₹9.1894 ↓ -0.08   (-0.89 %)
Net Assets (Cr) ₹57 on 31 Oct 19
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 1.04
Information Ratio -0.28
Alpha Ratio 1.13
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,611
30 Nov 16₹10,841
30 Nov 17₹14,725
30 Nov 18₹14,141
30 Nov 19₹15,897

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 6 Dec 19

DurationReturns
1 Month -3.1%
3 Month 8.2%
6 Month 0.3%
1 Year 13.5%
3 Year 13.9%
5 Year 9.4%
10 Year
15 Year
Since launch -0.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 59.8%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 099.94 Yr.
Chaitanya Choksi1 Aug 144.51 Yr.

Data below for JM Core 11 Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services25.95%
Consumer Cyclical18.66%
Industrials17.93%
Basic Materials17.47%
Energy8.89%
Technology8.35%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
10%₹5 Cr7,221
↓ -327
Voltas Ltd (Industrials)
Equity, Since 31 Jan 15 | VOLTAS
9%₹5 Cr73,930
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹5 Cr12,965
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 Cr38,230
Petronet LNG Ltd (Energy)
Equity, Since 28 Feb 17 | 532522
9%₹5 Cr175,450
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
9%₹5 Cr33,247
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | 532215
9%₹5 Cr65,550
↑ 7,050
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 18 | 532755
8%₹5 Cr63,848
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 500387
8%₹5 Cr2,370

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 10.7% since its launch.  Ranked 9 in Large Cap category.  Return for 2018 was -4.1% , 2017 was 30.2% and 2016 was 4.8% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (06 Dec 19) ₹40.6796 ↓ -0.35   (-0.85 %)
Net Assets (Cr) ₹23,585 on 31 Oct 19
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.94
Information Ratio -0.9
Alpha Ratio 1.15
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 14₹10,000
30 Nov 15₹10,637
30 Nov 16₹11,476
30 Nov 17₹14,213
30 Nov 18₹13,984
30 Nov 19₹15,567

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 6 Dec 19

DurationReturns
1 Month -1.5%
3 Month 7.7%
6 Month 0.9%
1 Year 13.1%
3 Year 10.5%
5 Year 8.9%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 87.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 108.67 Yr.

Data below for SBI Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services41.4%
Industrials9.84%
Consumer Defensive9.25%
Energy7.5%
Consumer Cyclical6.83%
Basic Materials5.01%
Technology4.57%
Health Care3.55%
Real Estate1.95%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity93.47%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹2,211 Cr17,970,378
Treps
CBLO/Reverse Repo | -
7%₹1,691 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,581 Cr34,143,104
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,188 Cr8,062,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,075 Cr41,713,904
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹949 Cr634,722
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹891 Cr12,101,751
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
3%₹813 Cr3,812,989
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹805 Cr5,110,470
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
3%₹782 Cr5,343,354
↑ 200,000

3. 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 10.7% since its launch.  Ranked 22 in Large Cap category.  Return for 2018 was -1.4% , 2017 was 33.4% and 2016 was 4.4% .

Below is the key information for Indiabulls Blue Chip Fund

Indiabulls Blue Chip Fund
Growth
Launch Date 10 Feb 12
NAV (06 Dec 19) ₹22.18 ↓ -0.17   (-0.76 %)
Net Assets (Cr) ₹191 on 31 Oct 19
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.91
Information Ratio -0.75
Alpha Ratio -1.22
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
30 Nov 14₹10,000
30 Nov 15₹10,076
30 Nov 16₹10,798
30 Nov 17₹13,689
30 Nov 18₹13,932
30 Nov 19₹15,499

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 ₹385,859.
Net Profit of ₹85,859
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 6 Dec 19

DurationReturns
1 Month 0.2%
3 Month 10.5%
6 Month 2.3%
1 Year 12.9%
3 Year 13.1%
5 Year 9%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.4%
2017 33.4%
2016 4.4%
2015 3.2%
2014 28.7%
2013 4%
2012
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 Oct 19

Equity Sector Allocation
SectorValue
Financial Services48.78%
Energy12.06%
Consumer Defensive11.34%
Technology7.92%
Industrials5.25%
Consumer Cyclical3.78%
Basic Materials2.2%
Utility1.4%
Health Care1.35%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.08%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
12%₹24 Cr196,802
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
10%₹22 Cr164,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
9%₹19 Cr431,223
↓ -50,000
Ccil
CBLO/Reverse Repo | -
8%₹18 Cr17,620
↑ 17,620
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
6%₹13 Cr61,406
↓ -9,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | KOTAKBANK
6%₹11 Cr69,830
↓ -6,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
5%₹11 Cr57,698
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹11 Cr160,022
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹9 Cr61,739
↓ -14,100
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | ITC
4%₹9 Cr345,000

4. 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 11.1% since its launch.  Ranked 11 in Large Cap category.  Return for 2018 was -6% , 2017 was 33.8% and 2016 was 3.2% .

Below is the key information for Essel Large Cap Equity Fund

Essel Large Cap Equity Fund
Growth
Launch Date 28 Sep 11
NAV (06 Dec 19) ₹23.7409 ↓ -0.21   (-0.89 %)
Net Assets (Cr) ₹104 on 31 Oct 19
Category Equity - Large Cap
AMC Essel Funds Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.84
Sharpe Ratio 0.83
Information Ratio -1.03
Alpha Ratio -1.7
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
30 Nov 14₹10,000
30 Nov 15₹10,485
30 Nov 16₹11,117
30 Nov 17₹14,288
30 Nov 18₹13,742
30 Nov 19₹15,229

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 ₹376,357.
Net Profit of ₹76,357
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 6 Dec 19

DurationReturns
1 Month -0.2%
3 Month 8.8%
6 Month 1.1%
1 Year 12.4%
3 Year 11%
5 Year 8.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -6%
2017 33.8%
2016 3.2%
2015 5.2%
2014 29.7%
2013 4.2%
2012 29.6%
2011
2010
2009
Fund Manager information for Essel Large Cap Equity Fund
NameSinceTenure
Suraj Makhija4 Dec 180.91 Yr.

Data below for Essel Large Cap Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services43.48%
Technology11.52%
Consumer Defensive9.28%
Industrials9.17%
Consumer Cyclical5.21%
Health Care5.19%
Energy4.96%
Basic Materials3.26%
Utility2.75%
Communication Services2.67%
Asset Allocation
Asset ClassValue
Cash2.08%
Equity97.91%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
10%₹10 Cr82,260
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 15 | ICICIBANK
8%₹9 Cr183,600
↓ -8,100
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹6 Cr94,560
↑ 31,460
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT
6%₹6 Cr40,430
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | KOTAKBANK
6%₹6 Cr37,790
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
4%₹4 Cr60,200
↓ -6,300
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500676
4%₹4 Cr4,804
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | ITC
4%₹4 Cr160,200
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
3%₹3 Cr22,685
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
3%₹3 Cr95,450
↑ 19,800

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 13.6% since its launch.  Ranked 21 in Large Cap category.  Return for 2018 was -0.8% , 2017 was 32.7% and 2016 was 7.7% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (06 Dec 19) ₹43.48 ↓ -0.30   (-0.69 %)
Net Assets (Cr) ₹24,132 on 31 Oct 19
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.67
Information Ratio -0.54
Alpha Ratio -2.5
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 14₹10,000
30 Nov 15₹9,806
30 Nov 16₹10,604
30 Nov 17₹13,503
30 Nov 18₹13,649
30 Nov 19₹15,003

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 6 Dec 19

DurationReturns
1 Month -0.6%
3 Month 7.7%
6 Month 1.1%
1 Year 11.2%
3 Year 12.2%
5 Year 8.2%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 91.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 171.63 Yr.
Priyanka Khandelwal15 Jun 171.71 Yr.
Anish Tawakley5 Sep 180.48 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.86%
Technology9.43%
Consumer Cyclical8.45%
Energy7.97%
Basic Materials7.22%
Consumer Defensive6.8%
Industrials5.32%
Utility4.77%
Communication Services4.11%
Health Care2.03%
Asset Allocation
Asset ClassValue
Cash7.96%
Equity91.98%
Other0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,161 Cr17,561,180
Treps
CBLO/Reverse Repo | -
7%₹1,741 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
7%₹1,574 Cr34,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹1,404 Cr20,480,972
↑ 640,734
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,149 Cr15,601,708
Future on Nifty 50 INR
- | -
4%₹972 Cr816,000
↑ 816,000
Net Current Assets
Net Current Assets | -
4%-₹946 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹920 Cr6,285,943
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
4%₹910 Cr9,175,682
↓ -647,828
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹906 Cr24,201,238
↓ -1,195,566

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 2018 was -2.9% , 2017 was 30.6% and 2016 was 7.4% .

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 (06 Dec 19) ₹228.75 ↓ -2.23   (-0.97 %)
Net Assets (Cr) ₹21,211 on 31 Oct 19
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.57
Information Ratio -1.38
Alpha Ratio -4.95
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 14₹10,000
30 Nov 15₹9,958
30 Nov 16₹10,799
30 Nov 17₹13,500
30 Nov 18₹13,476
30 Nov 19₹14,546

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 6 Dec 19

DurationReturns
1 Month -0.3%
3 Month 7.8%
6 Month 0.8%
1 Year 9.2%
3 Year 10.4%
5 Year 7.4%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 90.5%
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 Oct 19

Equity Sector Allocation
SectorValue
Financial Services41.46%
Energy11%
Technology9.37%
Consumer Defensive8.46%
Industrials6.24%
Consumer Cyclical5.98%
Basic Materials5.11%
Health Care4.84%
Utility2.48%
Communication Services2.37%
Real Estate0.7%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.01%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹2,059 Cr16,738,450
↓ -610,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹1,838 Cr39,686,765
↓ -592,875
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,107 Cr7,560,866
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,102 Cr16,071,274
↑ 950,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
4%₹900 Cr6,112,365
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹873 Cr4,095,964
↑ 91,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
4%₹788 Cr30,568,069
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹740 Cr23,676,434
↓ -2,064,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹580 Cr7,873,119
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹522 Cr4,488,996

7. Reliance 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.

Reliance 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 10.6% since its launch.  Ranked 20 in Large Cap category.  Return for 2018 was -0.2% , 2017 was 38.4% and 2016 was 2.2% .

Below is the key information for Reliance Large Cap Fund

Reliance Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (06 Dec 19) ₹34.5526 ↓ -0.44   (-1.27 %)
Net Assets (Cr) ₹13,091 on 31 Oct 19
Category Equity - Large Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.42
Information Ratio -0.2
Alpha Ratio -6.33
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 14₹10,000
30 Nov 15₹9,967
30 Nov 16₹10,314
30 Nov 17₹13,673
30 Nov 18₹13,862
30 Nov 19₹14,937

Reliance 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 Reliance 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 6 Dec 19

DurationReturns
1 Month -1.8%
3 Month 9%
6 Month -3%
1 Year 8%
3 Year 12.7%
5 Year 7.7%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 73.4%
Fund Manager information for Reliance Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0712.15 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Large Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services30.86%
Industrials18.09%
Consumer Cyclical14.64%
Energy7.58%
Health Care7.58%
Technology7.26%
Consumer Defensive5.71%
Basic Materials3.06%
Utility2.44%
Communication Services2.26%
Asset Allocation
Asset ClassValue
Cash0.37%
Equity99.48%
Other0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
8%₹1,000 Cr32,000,000
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹972 Cr21,000,000
↓ -1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
7%₹923 Cr7,501,222
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
6%₹825 Cr5,600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹747 Cr29,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
5%₹626 Cr8,500,000
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹617 Cr9,000,084
↑ 2,299,200
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
3%₹408 Cr42,000,000
Siemens Ltd (Industrials)
Equity, Since 30 Sep 18 | 500550
3%₹404 Cr2,440,500
↓ -59,500
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 17 | TATAMOTORS
3%₹400 Cr22,500,000

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% since its launch.  Ranked 38 in Large Cap category.  Return for 2018 was -4% , 2017 was 37% and 2016 was -5.5% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (06 Dec 19) ₹95.86 ↓ -0.63   (-0.65 %)
Net Assets (Cr) ₹808 on 31 Oct 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.52
Information Ratio -0.35
Alpha Ratio 6.46
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,357
30 Nov 16₹10,299
30 Nov 17₹13,120
30 Nov 18₹12,982
30 Nov 19₹15,186

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 ₹376,357.
Net Profit of ₹76,357
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 6 Dec 19

DurationReturns
1 Month -0.9%
3 Month 8.9%
6 Month 5.2%
1 Year 19.3%
3 Year 14%
5 Year 8.5%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 56.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 162.87 Yr.
Karthikraj Lakshmanan7 Oct 162.98 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services42.84%
Consumer Defensive13.7%
Energy9.17%
Basic Materials8.95%
Technology8.47%
Industrials7.6%
Consumer Cyclical3.13%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash5.12%
Equity94.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹76 Cr615,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹66 Cr1,432,000
Treps
CBLO/Reverse Repo | -
7%₹54 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
6%₹46 Cr625,000
↑ 25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹45 Cr305,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹35 Cr85,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹34 Cr215,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
4%₹31 Cr455,000
↓ -125,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
3%₹28 Cr130,000
↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹27 Cr125,000

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 11.2% since its launch.  Ranked 52 in Large Cap category.  Return for 2018 was 3.4% , 2017 was 31.4% and 2016 was 1.9% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (06 Dec 19) ₹26.75 ↓ -0.13   (-0.48 %)
Net Assets (Cr) ₹257 on 31 Oct 19
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.86
Sharpe Ratio 1.22
Information Ratio -0.06
Alpha Ratio 4.21
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
30 Nov 14₹10,000
30 Nov 15₹9,731
30 Nov 16₹10,138
30 Nov 17₹12,661
30 Nov 18₹13,406
30 Nov 19₹15,378

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 6 Dec 19

DurationReturns
1 Month 0.5%
3 Month 11.3%
6 Month 5.7%
1 Year 17.4%
3 Year 15.3%
5 Year 8.9%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
2010
2009
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.22 Yr.
Sanjay Bembalkar1 Oct 190 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services36.85%
Technology10.32%
Industrials10.08%
Consumer Defensive9.81%
Health Care7.34%
Energy6.11%
Consumer Cyclical5.02%
Basic Materials4.3%
Utility3.41%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
10%₹25 Cr200,500
↑ 18,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹20 Cr436,600
Treps
CBLO/Reverse Repo | -
6%₹16 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹13 Cr62,450
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹12 Cr78,950
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
5%₹12 Cr84,250
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹12 Cr82,450
↑ 14,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
5%₹12 Cr53,800
↑ 5,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹12 Cr169,142
↑ 19,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹10 Cr42,850

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 2018 was -2.1% , 2017 was 29.2% and 2016 was 2.9% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (06 Dec 19) ₹248.019 ↓ -1.55   (-0.62 %)
Net Assets (Cr) ₹1,444 on 31 Oct 19
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 1.11
Information Ratio -1.06
Alpha Ratio 1.4
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 14₹10,000
30 Nov 15₹10,299
30 Nov 16₹10,687
30 Nov 17₹13,175
30 Nov 18₹13,193
30 Nov 19₹15,051

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 ₹376,357.
Net Profit of ₹76,357
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 6 Dec 19

DurationReturns
1 Month 0.8%
3 Month 11%
6 Month 4.4%
1 Year 15.8%
3 Year 12.3%
5 Year 8.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
2010 16.3%
2009 66.7%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 145.09 Yr.

Data below for Kotak Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services38.93%
Energy11.39%
Technology11.25%
Industrials9.05%
Basic Materials8.71%
Consumer Cyclical7.02%
Consumer Defensive5.68%
Utility2.55%
Health Care2.22%
Real Estate0.66%
Communication Services0.58%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
9%₹132 Cr900,000
↑ 36,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹132 Cr1,070,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹118 Cr2,547,750
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
5%₹78 Cr1,130,766
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
5%₹68 Cr917,815
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹61 Cr415,767
↑ 27,600
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
4%₹61 Cr285,000
↓ -15,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹54 Cr345,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
4%₹51 Cr225,000
↓ -25,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹47 Cr1,491,800

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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