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Best Large Cap Mutual Funds List for Investment 2019

Updated on March 19, 2019 , 148 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

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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9 Best Large Cap Mutual Funds for 2019

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
Reliance Large Cap Fund Growth ₹34.8911
↓ -0.14
₹11,694-0.238.42.21.154.6
JM Core 11 Fund Growth ₹9.1407
↓ -0.01
₹37-543.111.1-2.451.3
Indiabulls Blue Chip Fund Growth ₹21
↓ -0.06
₹278-1.433.44.43.228.7
ICICI Prudential Bluechip Fund Growth ₹41.86
↓ -0.16
₹20,101-0.832.77.7-0.241.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹223.85
↓ -0.73
₹20,664-2.930.67.41.144.7
Essel Large Cap Equity Fund Growth ₹22.7348
↑ 0.00
₹131-633.83.25.229.7
SBI Bluechip Fund Growth ₹38.6632
↓ -0.08
₹20,395-4.130.24.8847.9
HDFC Top 100 Fund Growth ₹494.42
↓ -2.49
₹15,1630.1328.5-6.146.5
Canara Robeco Bluechip Equity Fund Growth ₹24.48
↓ -0.03
₹1613.431.41.9-0.535.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 19

Top Performing Best Large Cap Mutual Funds

1. 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 11.4% 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 (20 Mar 19) ₹34.8911 ↓ -0.14   (-0.40 %)
Net Assets (Cr) ₹11,694 on 28 Feb 19
Category Equity - Large Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.17
Information Ratio 0.1
Alpha Ratio -2.6
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 14₹10,000
28 Feb 15₹16,421
29 Feb 16₹13,140
28 Feb 17₹17,640
28 Feb 18₹21,525
28 Feb 19₹21,489

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 ₹470,047.
Net Profit of ₹170,047
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 20 Mar 19

DurationReturns
1 Month 9.2%
3 Month 4.7%
6 Month 3.1%
1 Year 12.1%
3 Year 17.2%
5 Year 17.4%
10 Year
15 Year
Since launch 11.4%
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 0711.49 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Large Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services35.48%
Industrials16.16%
Health Care11.26%
Consumer Cyclical10.67%
Technology6.86%
Energy5.87%
Consumer Defensive4.78%
Basic Materials4.58%
Utility2.55%
Communication Services1.36%
Real Estate0.27%
Asset Allocation
Asset ClassValue
Cash0.13%
Equity99.83%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
9%₹1,049 Cr39,000,000
↑ 1,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
7%₹851 Cr12,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
6%₹686 Cr3,300,611
↑ 700,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹624 Cr8,501,752
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹608 Cr4,700,000
↓ -200,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹554 Cr20,053,000
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹543 Cr15,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 16 | SUNPHARMA
4%₹490 Cr11,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹380 Cr2,300,000
↓ -116,968
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 500034
3%₹345 Cr1,300,500
↓ -200,000

2. JM Core 11 Fund

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

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of -0.8% 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 (20 Mar 19) ₹9.1407 ↓ -0.01   (-0.16 %)
Net Assets (Cr) ₹37 on 28 Feb 19
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0
Information Ratio 0.55
Alpha Ratio -4.08
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 14₹10,000
28 Feb 15₹15,855
29 Feb 16₹12,029
28 Feb 17₹18,786
28 Feb 18₹22,661
28 Feb 19₹22,988

JM Core 11 Fund SIP Returns

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

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 19

DurationReturns
1 Month 7.9%
3 Month 6.8%
6 Month 4.8%
1 Year 9.8%
3 Year 21.6%
5 Year 18.2%
10 Year
15 Year
Since launch -0.8%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services28.92%
Basic Materials17.58%
Consumer Cyclical17.52%
Industrials16.26%
Technology9.45%
Energy8.08%
Asset Allocation
Asset ClassValue
Cash2.2%
Equity97.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Yes Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | 532648
11%₹4 Cr176,555
↑ 22,150
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | TITAN
9%₹4 Cr34,580
↓ -3,295
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 18 | 532755
9%₹4 Cr42,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹3 Cr12,965
Asian Paints Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 500820
9%₹3 Cr23,760
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹3 Cr15,955
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 500387
9%₹3 Cr1,955
Voltas Ltd (Industrials)
Equity, Since 31 Jan 15 | VOLTAS
8%₹3 Cr54,580
Petronet LNG Ltd (Energy)
Equity, Since 28 Feb 17 | 532522
8%₹3 Cr135,250
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
8%₹3 Cr4,413
↑ 500

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 11% 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 (20 Mar 19) ₹21 ↓ -0.06   (-0.28 %)
Net Assets (Cr) ₹278 on 28 Feb 19
Category Equity - Large Cap
AMC Indiabulls Asset Management Company Ltd.
Rating
Risk Moderately High
Expense Ratio 2.75
Sharpe Ratio -0.29
Information Ratio -0.24
Alpha Ratio -5.78
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 14₹10,000
28 Feb 15₹13,867
29 Feb 16₹11,447
28 Feb 17₹15,241
28 Feb 18₹18,198
28 Feb 19₹17,907

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 ₹426,080.
Net Profit of ₹126,080
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 20 Mar 19

DurationReturns
1 Month 7.7%
3 Month 3.3%
6 Month 2.1%
1 Year 8.8%
3 Year 15.4%
5 Year 13.3%
10 Year
15 Year
Since launch 11%
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 180.26 Yr.
Milind Bhangale17 Jan 190.04 Yr.

Data below for Indiabulls Blue Chip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services38.37%
Energy10.31%
Technology9.5%
Consumer Defensive8.37%
Consumer Cyclical8.28%
Industrials5%
Basic Materials4.93%
Utility4.76%
Health Care2.6%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFCBANK
8%₹23 Cr113,001
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
8%₹21 Cr173,720
Fut-Nifty-28mar2019-Nse
- | -
8%₹21 Cr19,425
↑ 19,425
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
8%₹21 Cr602,020
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
7%₹19 Cr104,074
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 17 | TCS
6%₹16 Cr82,106
Treps 01-Mar-2019
CBLO/Reverse Repo | -
5%₹14 Cr1,408,000
↑ 1,408,000
Net Receivable/Payable
Net Current Assets | -
5%-₹13 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹11 Cr160,022
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 17 | M&M
4%₹10 Cr153,343
↑ 21,810

4. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% 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 (20 Mar 19) ₹41.86 ↓ -0.16   (-0.38 %)
Net Assets (Cr) ₹20,101 on 28 Feb 19
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.26
Information Ratio -0.13
Alpha Ratio -3.17
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 14₹10,000
28 Feb 15₹15,007
29 Feb 16₹12,286
28 Feb 17₹16,558
28 Feb 18₹19,738
28 Feb 19₹19,615

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 ₹436,710.
Net Profit of ₹136,710
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 20 Mar 19

DurationReturns
1 Month 7.2%
3 Month 2.5%
6 Month 0%
1 Year 8.4%
3 Year 15.7%
5 Year 14.9%
10 Year
15 Year
Since launch 14.1%
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 171.55 Yr.
Anish Tawakley5 Sep 180.41 Yr.

Data below for ICICI Prudential Bluechip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services29.09%
Consumer Cyclical10.91%
Technology9.15%
Energy8.81%
Basic Materials8.24%
Consumer Defensive6.6%
Utility5.46%
Industrials4.66%
Communication Services3.92%
Health Care2.86%
Asset Allocation
Asset ClassValue
Cash8.82%
Equity91.16%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,386 Cr6,669,248
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
6%₹1,191 Cr34,000,000
41 DTB 18032019
Sovereign Bonds | -
5%₹997 Cr100,000,000
↑ 100,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹992 Cr13,512,688
↑ 523,020
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹891 Cr12,550,604
↓ -346,986
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
4%₹831 Cr4,511,165
↓ -374,506
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
4%₹802 Cr29,056,250
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 17 | 500312
4%₹733 Cr49,256,318
↓ -746,834
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹729 Cr22,908,565
NTPC Ltd (Utilities)
Equity, Since 28 Feb 15 | 532555
3%₹667 Cr47,243,062

5. 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 20.7% 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 (20 Mar 19) ₹223.85 ↓ -0.73   (-0.33 %)
Net Assets (Cr) ₹20,664 on 28 Feb 19
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio -0.37
Information Ratio -0.71
Alpha Ratio -6.73
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 14₹10,000
28 Feb 15₹15,625
29 Feb 16₹13,072
28 Feb 17₹17,299
28 Feb 18₹20,060
28 Feb 19₹19,548

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 ₹436,710.
Net Profit of ₹136,710
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 20 Mar 19

DurationReturns
1 Month 7.8%
3 Month 3.2%
6 Month 1.2%
1 Year 7.2%
3 Year 13.6%
5 Year 14.9%
10 Year
15 Year
Since launch 20.7%
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 0513.21 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services38.22%
Technology11.28%
Consumer Cyclical9.92%
Consumer Defensive9.91%
Basic Materials8.22%
Energy6.7%
Industrials4.86%
Health Care4.19%
Utility2.79%
Communication Services0.79%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.88%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
10%₹1,978 Cr9,519,425
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,442 Cr41,174,640
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,206 Cr16,425,074
↓ -43,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
5%₹974 Cr35,273,669
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 08 | HDFC
4%₹796 Cr4,324,964
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
4%₹736 Cr5,974,690
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
3%₹669 Cr24,873,434
↑ 1,495,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
3%₹553 Cr4,278,715
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 13 | 532755
2%₹486 Cr5,853,922
↓ -250,500
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
2%₹479 Cr4,546,196

6. 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 11.6% 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 (20 Mar 19) ₹22.7348 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹131 on 28 Feb 19
Category Equity - Large Cap
AMC Essel Funds Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 3.02
Sharpe Ratio -0.36
Information Ratio -0.73
Alpha Ratio -6.98
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 14₹10,000
28 Feb 15₹13,691
29 Feb 16₹11,937
28 Feb 17₹15,723
28 Feb 18₹18,040
28 Feb 19₹17,542

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 ₹415,684.
Net Profit of ₹115,684
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 20 Mar 19

DurationReturns
1 Month 7%
3 Month 4.2%
6 Month 0.3%
1 Year 6%
3 Year 13.5%
5 Year 13%
10 Year
15 Year
Since launch 11.6%
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 180.16 Yr.

Data below for Essel Large Cap Equity Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services37.08%
Technology13.37%
Consumer Cyclical10.79%
Industrials8.7%
Consumer Defensive7.67%
Energy6.54%
Health Care3.6%
Basic Materials2.86%
Utility1.81%
Asset Allocation
Asset ClassValue
Cash4.22%
Equity95.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
9%₹11 Cr54,450
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
7%₹10 Cr131,400
↑ 41,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 15 | ICICIBANK
6%₹8 Cr225,000
↑ 27,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | KOTAKBANK
5%₹7 Cr59,400
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
5%₹7 Cr55,044
↓ -1,800
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | ITC
5%₹6 Cr232,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 17 | LT
5%₹6 Cr47,250
Treps (Including Tbill Held As Collateral)/Reverse Repo/Net Current Assets/
CBLO/Reverse Repo | -
4%₹6 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
4%₹5 Cr72,000
↑ 36,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
3%₹4 Cr21,900

7. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% 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 (20 Mar 19) ₹38.6632 ↓ -0.08   (-0.20 %)
Net Assets (Cr) ₹20,395 on 28 Feb 19
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.48
Information Ratio -1.34
Alpha Ratio -6.93
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 14₹10,000
28 Feb 15₹15,656
29 Feb 16₹13,981
28 Feb 17₹17,849
28 Feb 18₹20,919
28 Feb 19₹20,012

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 ₹447,579.
Net Profit of ₹147,579
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 20 Mar 19

DurationReturns
1 Month 8.5%
3 Month 3%
6 Month 1.2%
1 Year 4.7%
3 Year 12.4%
5 Year 15.8%
10 Year
15 Year
Since launch 10.9%
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 108.42 Yr.

Data below for SBI Bluechip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services34.97%
Industrials11.3%
Basic Materials9.56%
Consumer Defensive8.96%
Consumer Cyclical8.34%
Technology7.27%
Energy6.24%
Health Care3.97%
Utility1.36%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash7%
Equity93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹1,813 Cr8,725,189
Treps
CBLO/Reverse Repo | -
6%₹1,270 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,042 Cr8,062,209
↑ 500,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,006 Cr36,425,226
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
5%₹929 Cr26,544,354
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹873 Cr4,738,989
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹717 Cr9,763,488
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
3%₹675 Cr634,722
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
3%₹584 Cr4,743,354
↑ 700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹577 Cr8,126,751

8. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

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

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 43 in Large Cap category.  Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (20 Mar 19) ₹494.42 ↓ -2.49   (-0.50 %)
Net Assets (Cr) ₹15,163 on 28 Feb 19
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.1
Information Ratio 0.37
Alpha Ratio -1.33
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 14₹10,000
28 Feb 15₹15,369
29 Feb 16₹11,685
28 Feb 17₹16,813
28 Feb 18₹19,557
28 Feb 19₹19,770

HDFC Top 100 Fund SIP Returns

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

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 19

DurationReturns
1 Month 9.5%
3 Month 6.3%
6 Month 5.2%
1 Year 14.8%
3 Year 18%
5 Year 15.4%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
2009 94.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0315.63 Yr.
Amar Kalkundrikar10 Jan 190.06 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services36.6%
Technology14.88%
Energy12.97%
Utility9.7%
Basic Materials8.87%
Industrials8.5%
Consumer Defensive4.6%
Health Care2.81%
Asset Allocation
Asset ClassValue
Cash1.04%
Equity98.95%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
8%₹1,267 Cr10,293,264
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
8%₹1,267 Cr36,174,853
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
8%₹1,194 Cr16,259,954
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹1,157 Cr42,994,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,092 Cr5,257,681
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹939 Cr7,258,828
↑ 500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹698 Cr25,277,048
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹643 Cr3,241,062
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹626 Cr44,308,781
↑ 6,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹593 Cr8,355,405

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% 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 (20 Mar 19) ₹24.48 ↓ -0.03   (-0.12 %)
Net Assets (Cr) ₹161 on 28 Feb 19
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 3.05
Sharpe Ratio -0.01
Information Ratio -0.47
Alpha Ratio -0.23
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 14₹10,000
28 Feb 15₹14,629
29 Feb 16₹12,000
28 Feb 17₹15,403
28 Feb 18₹18,226
28 Feb 19₹18,653

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 ₹426,080.
Net Profit of ₹126,080
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 20 Mar 19

DurationReturns
1 Month 6.9%
3 Month 3.7%
6 Month 2.4%
1 Year 12%
3 Year 15.1%
5 Year 13.8%
10 Year
15 Year
Since launch 11%
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
Krishna Sanghavi16 Oct 180.37 Yr.
Shridatta Bhandwaldar12 Jul 162.63 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services35.94%
Technology12.67%
Consumer Cyclical10.13%
Consumer Defensive9.67%
Basic Materials7.4%
Energy7.32%
Industrials6.18%
Health Care3.78%
Utility2.76%
Asset Allocation
Asset ClassValue
Cash4.14%
Equity95.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹15 Cr70,550
↑ 1,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹11 Cr317,600
↑ 15,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
6%₹9 Cr132,200
↑ 7,200
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
6%₹9 Cr75,450
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
5%₹8 Cr62,050
↑ 2,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹8 Cr108,642
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹7 Cr58,250
Treps
CBLO/Reverse Repo | -
4%₹7 Cr
State Bank of India (Financial Services)
Equity, Since 30 Sep 18 | SBIN
4%₹7 Cr249,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹6 Cr34,350
↑ 7,800

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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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