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Best Large Cap Mutual Funds List for Investment 2021

Updated on April 8, 2021 , 687 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 2021, 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 2021

FundNAVNet Assets (Cr)2020 (%)2019 (%)2018 (%)2017 (%)2016 (%)
Canara Robeco Bluechip Equity Fund Growth ₹35.53
↓ -0.07
₹1,81923.115.73.431.41.9
Axis Bluechip Fund Growth ₹39.17
↓ -0.11
₹23,49619.718.66.538-3.6
Kotak Bluechip Fund Growth ₹316.949
↓ -0.29
₹2,20716.414.2-2.129.22.9
BNP Paribas Large Cap Fund Growth ₹118.97
↓ -0.27
₹1,01516.817.2-437-5.5
Edelweiss Large Cap Fund Growth ₹46.48
↓ -0.06
₹22817.311.51.733.80.4
LIC MF Large Cap Fund Growth ₹34.1153
↓ -0.09
₹48113.8150.726.82.3
IDFC Large Cap Fund Growth ₹41.85
↓ -0.08
₹69417.410.6-4.234.25.3
PGIM India Large Cap Fund Growth ₹214.99
↓ -0.80
₹31113.314.5-3.628.22.7
ICICI Prudential Bluechip Fund Growth ₹53.91
↓ -0.19
₹27,03313.59.8-0.832.77.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

Top Performing Best Large Cap Mutual Funds

1. 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 12.7% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (09 Apr 21) ₹35.53 ↓ -0.07   (-0.20 %)
Net Assets (Cr) ₹1,819 on 28 Feb 21
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.89
Information Ratio 0.77
Alpha Ratio 0.15
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 Mar 16₹10,000
31 Mar 17₹11,984
31 Mar 18₹13,315
31 Mar 19₹14,967
31 Mar 20₹13,001
31 Mar 21₹21,270

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month -0.9%
3 Month 3.5%
6 Month 24.3%
1 Year 55.5%
3 Year 16.2%
5 Year 17%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.72 Yr.
Sanjay Bembalkar1 Oct 191.5 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services34.19%
Technology16.69%
Basic Materials8.95%
Consumer Cyclical8.5%
Consumer Defensive7.43%
Industrials5.57%
Health Care5.42%
Energy5.18%
Utility2.19%
Communication Services1.88%
Asset Allocation
Asset ClassValue
Cash4%
Equity96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹175 Cr1,169,700
↑ 155,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹165 Cr1,209,142
↑ 215,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹148 Cr2,535,600
↑ 375,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹112 Cr557,250
↑ 85,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹100 Cr313,461
↑ 108,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹93 Cr370,450
↑ 75,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹72 Cr139,934
↑ 14,500
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹70 Cr495,685
↓ -5,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹68 Cr1,875,000
↓ -250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹67 Cr954,200
↑ 150,000

2. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (09 Apr 21) ₹39.17 ↓ -0.11   (-0.28 %)
Net Assets (Cr) ₹23,496 on 28 Feb 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.68
Information Ratio 0.32
Alpha Ratio -4.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,464
31 Mar 18₹13,542
31 Mar 19₹15,510
31 Mar 20₹14,254
31 Mar 21₹21,223

Axis 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Axis 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 9 Apr 21

DurationReturns
1 Month -1.5%
3 Month 0%
6 Month 21.5%
1 Year 44.5%
3 Year 15.1%
5 Year 16.9%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.35 Yr.
Hitesh Das2 Nov 200.41 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services40.5%
Technology16.22%
Consumer Defensive11.33%
Basic Materials7.48%
Consumer Cyclical6.25%
Health Care5.97%
Energy4.97%
Communication Services2.11%
Industrials0.28%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,365 Cr15,410,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹2,185 Cr4,150,000
↑ 70,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,052 Cr16,370,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹1,602 Cr9,000,000
↑ 513,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹1,560 Cr26,100,000
↑ 480,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,380 Cr4,609,433
↑ 159,433
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,372 Cr4,740,000
↓ -55,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
6%₹1,323 Cr5,210,000
↑ 110,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,168 Cr5,600,000
↓ -400,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹588 Cr2,760,000
↓ -225,000

3. 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 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (09 Apr 21) ₹316.949 ↓ -0.29   (-0.09 %)
Net Assets (Cr) ₹2,207 on 28 Feb 21
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.86
Information Ratio -0.35
Alpha Ratio 0.05
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 Mar 16₹10,000
31 Mar 17₹11,869
31 Mar 18₹12,960
31 Mar 19₹14,149
31 Mar 20₹11,089
31 Mar 21₹18,969

Kotak Bluechip Fund SIP Returns

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

Returns for Kotak Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21

DurationReturns
1 Month -1.3%
3 Month 4.4%
6 Month 24.7%
1 Year 64.8%
3 Year 12.9%
5 Year 14.3%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147.25 Yr.

Data below for Kotak Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.27%
Technology14.67%
Energy9.38%
Consumer Defensive8.9%
Consumer Cyclical8.63%
Industrials6.54%
Basic Materials5.84%
Health Care3.95%
Utility2.76%
Communication Services2.27%
Real Estate1.28%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹181 Cr1,180,000
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹173 Cr2,900,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹169 Cr810,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
5%₹113 Cr390,000
↓ -16,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹85 Cr400,000
↓ -10,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹66 Cr260,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹65 Cr900,000
↑ 50,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr420,000
↓ -20,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹59 Cr330,000

4. 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 16.1% since its launch.  Ranked 38 in Large Cap category.  Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (09 Apr 21) ₹118.97 ↓ -0.27   (-0.23 %)
Net Assets (Cr) ₹1,015 on 28 Feb 21
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.79
Information Ratio -0.16
Alpha Ratio -1.94
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 Mar 16₹10,000
31 Mar 17₹11,668
31 Mar 18₹12,762
31 Mar 19₹13,770
31 Mar 20₹11,907
31 Mar 21₹18,507

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 ₹426,080.
Net Profit of ₹126,080
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 9 Apr 21

DurationReturns
1 Month -2.4%
3 Month 1.4%
6 Month 21.9%
1 Year 49.9%
3 Year 12.7%
5 Year 13.7%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 164.37 Yr.
Karthikraj Lakshmanan7 Oct 164.48 Yr.

Data below for BNP Paribas Large Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services41.74%
Technology13.36%
Consumer Defensive11.68%
Basic Materials7.13%
Energy6.68%
Health Care4.7%
Industrials4%
Consumer Cyclical3.86%
Communication Services3.67%
Utility1.07%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹100 Cr650,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
10%₹97 Cr1,620,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹74 Cr590,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹68 Cr325,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
5%₹46 Cr635,000
↑ 160,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 540376
4%₹44 Cr147,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹39 Cr64,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN
4%₹39 Cr1,000,000
↑ 120,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹37 Cr670,000
↓ -90,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹36 Cr200,000
↓ -25,000

5. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

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

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 66 in Large Cap category.  Return for 2020 was 17.3% , 2019 was 11.5% and 2018 was 1.7% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (09 Apr 21) ₹46.48 ↓ -0.06   (-0.13 %)
Net Assets (Cr) ₹228 on 28 Feb 21
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.76
Information Ratio -0.44
Alpha Ratio -3.36
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 Mar 16₹10,000
31 Mar 17₹11,839
31 Mar 18₹13,365
31 Mar 19₹14,804
31 Mar 20₹11,618
31 Mar 21₹19,158

Edelweiss Large Cap Fund SIP Returns

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

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21

DurationReturns
1 Month -1.3%
3 Month 2.4%
6 Month 23.1%
1 Year 56.6%
3 Year 11.9%
5 Year 14.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
2013 11.1%
2012 29.8%
2011 -18.6%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bharat Lahoti2 May 173.92 Yr.
Hardik Varma11 Nov 191.39 Yr.

Data below for Edelweiss Large Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services31.33%
Technology15.76%
Consumer Defensive8.87%
Health Care8.34%
Basic Materials5.82%
Communication Services4.65%
Consumer Cyclical4.25%
Industrials3.79%
Energy1.78%
Utility1.2%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity95.46%
Debt2.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
10%₹22 Cr144,902
↑ 1,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
8%₹17 Cr289,715
↓ -12,777
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹15 Cr122,832
↓ -21,058
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
4%₹10 Cr176,670
↑ 14,764
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 18 | HCLTECH
4%₹9 Cr99,406
↑ 1,042
Reliance Industries Ltd.
Equity, Since 30 Jun 20 | -
3%₹8 Cr64,901
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹8 Cr199,180
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
3%₹7 Cr13,259
↑ 2,748
Future on Kotak Mahindra Bank Ltd
Derivatives, Since 28 Feb 21 | -
3%₹7 Cr38,000
↑ 38,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 10 | LT
3%₹6 Cr39,970
↓ -10,335

6. LIC MF Large Cap Fund

(Erstwhile LIC MF Growth Fund)

An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised.

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 66 in Large Cap category.  Return for 2020 was 13.8% , 2019 was 15% and 2018 was 0.7% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (09 Apr 21) ₹34.1153 ↓ -0.09   (-0.26 %)
Net Assets (Cr) ₹481 on 28 Feb 21
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.55
Information Ratio -0.22
Alpha Ratio -9.2
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 Mar 16₹10,000
31 Mar 17₹11,746
31 Mar 18₹12,704
31 Mar 19₹13,866
31 Mar 20₹11,950
31 Mar 21₹17,931

LIC MF Large Cap Fund SIP Returns

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

Returns for LIC MF 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 9 Apr 21

DurationReturns
1 Month -1.8%
3 Month 0.2%
6 Month 22.6%
1 Year 45%
3 Year 11.2%
5 Year 13.1%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.8%
2019 15%
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
2014 39.8%
2013 7.4%
2012 28.3%
2011 -26.9%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Yogesh Patil18 Sep 200.53 Yr.
Ritu Modi1 Nov 191.41 Yr.

Data below for LIC MF Large Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services39.31%
Technology15.06%
Consumer Defensive12.97%
Consumer Cyclical6.81%
Energy5.86%
Health Care5.63%
Basic Materials5.54%
Communication Services3.02%
Industrials1.81%
Utility0.49%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹43 Cr283,377
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
8%₹41 Cr683,444
↓ -68,744
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
8%₹39 Cr312,835
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
6%₹29 Cr55,718
↓ -3,488
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹28 Cr97,752
↓ -4,248
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE
6%₹28 Cr135,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
5%₹25 Cr84,784
↓ -9,016
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
5%₹23 Cr130,252
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC
4%₹18 Cr71,500
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 20 | 532978
3%₹16 Cr16,430

7. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 57 in Large Cap category.  Return for 2020 was 17.4% , 2019 was 10.6% and 2018 was -4.2% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (09 Apr 21) ₹41.85 ↓ -0.08   (-0.19 %)
Net Assets (Cr) ₹694 on 28 Feb 21
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.77
Information Ratio -0.45
Alpha Ratio -3.33
Min Investment 5,000
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 Mar 16₹10,000
31 Mar 17₹11,995
31 Mar 18₹13,292
31 Mar 19₹14,543
31 Mar 20₹11,493
31 Mar 21₹18,519

IDFC Large Cap Fund SIP Returns

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

Returns for IDFC 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 9 Apr 21

DurationReturns
1 Month -1.4%
3 Month 2%
6 Month 18.6%
1 Year 54%
3 Year 11.1%
5 Year 13.9%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
2013 8%
2012 27.4%
2011 -23.3%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Arpit Kapoor1 Mar 174.08 Yr.
Sumit Agrawal1 Mar 174.08 Yr.

Data below for IDFC Large Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services32.72%
Technology18.34%
Consumer Defensive10.42%
Energy9.05%
Consumer Cyclical7.49%
Communication Services6.5%
Basic Materials6.02%
Health Care4.97%
Industrials2.77%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity98.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹65 Cr422,350
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹56 Cr267,389
↓ -6,894
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
8%₹54 Cr434,505
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
7%₹45 Cr811,934
↓ -111,154
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹44 Cr744,036
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
6%₹44 Cr172,559
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹35 Cr120,278
State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN
4%₹29 Cr755,360
↑ 40,866
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹23 Cr312,647
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ULTRACEMCO
3%₹22 Cr36,543

8. PGIM India Large Cap Fund

To generate long-term capital growth from investment in a diversified portfolio of equity and equity related securities.

PGIM India Large Cap Fund is a Equity - Large Cap fund was launched on 21 Jan 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 50 in Large Cap category.  Return for 2020 was 13.3% , 2019 was 14.5% and 2018 was -3.6% .

Below is the key information for PGIM India Large Cap Fund

PGIM India Large Cap Fund
Growth
Launch Date 21 Jan 03
NAV (09 Apr 21) ₹214.99 ↓ -0.80   (-0.37 %)
Net Assets (Cr) ₹311 on 28 Feb 21
Category Equity - Large Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 0.76
Information Ratio -0.96
Alpha Ratio -3.08
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 Mar 16₹10,000
31 Mar 17₹11,823
31 Mar 18₹12,720
31 Mar 19₹13,850
31 Mar 20₹10,812
31 Mar 21₹17,496

PGIM 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for PGIM 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 9 Apr 21

DurationReturns
1 Month -1.2%
3 Month 2.6%
6 Month 22.9%
1 Year 56.2%
3 Year 10.8%
5 Year 12.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.3%
2019 14.5%
2018 -3.6%
2017 28.2%
2016 2.7%
2015 2%
2014 43.5%
2013 9%
2012 22.5%
2011 -26.2%
Fund Manager information for PGIM India Large Cap Fund
NameSinceTenure
Alok Agarwal27 Jul 173.68 Yr.

Data below for PGIM India Large Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services40.61%
Technology14.88%
Energy10.92%
Consumer Defensive5.68%
Consumer Cyclical4.93%
Industrials4.22%
Basic Materials3.88%
Communication Services3.75%
Health Care3.5%
Utility0.63%
Real Estate0.27%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity96.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFCBANK
11%₹35 Cr225,500
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Oct 05 | RELIANCE
10%₹30 Cr143,400
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
7%₹22 Cr304,500
↑ 84,500
Infosys Ltd (Technology)
Equity, Since 31 Oct 12 | INFY
7%₹21 Cr169,000
↓ -36,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 13 | KOTAKBANK
6%₹18 Cr101,500
↑ 47,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 11 | TCS
5%₹15 Cr53,500
↓ -20,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 20 | HDFC
5%₹15 Cr59,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
3%₹11 Cr179,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Dec 20 | 500295
3%₹8 Cr401,800
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 21 | 540133
2%₹7 Cr154,500
↑ 154,500

9. 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% since its launch.  Ranked 21 in Large Cap category.  Return for 2020 was 13.5% , 2019 was 9.8% and 2018 was -0.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (09 Apr 21) ₹53.91 ↓ -0.19   (-0.35 %)
Net Assets (Cr) ₹27,033 on 28 Feb 21
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.86
Information Ratio -0.46
Alpha Ratio 0.04
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 Mar 16₹10,000
31 Mar 17₹12,478
31 Mar 18₹14,041
31 Mar 19₹15,331
31 Mar 20₹11,552
31 Mar 21₹19,488

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 9 Apr 21

DurationReturns
1 Month -2.8%
3 Month 2.9%
6 Month 26.2%
1 Year 58.9%
3 Year 10.8%
5 Year 14.8%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 173.72 Yr.
Priyanka Khandelwal15 Jun 173.79 Yr.
Anish Tawakley5 Sep 182.57 Yr.
Vaibhav Dusad18 Jan 210.2 Yr.

Data below for ICICI Prudential Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services34.76%
Technology13.29%
Energy9.55%
Consumer Defensive6.97%
Basic Materials6.5%
Consumer Cyclical6.49%
Industrials5.88%
Communication Services5.29%
Health Care3.49%
Utility3.31%
Asset Allocation
Asset ClassValue
Cash5.92%
Equity94.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
9%₹2,379 Cr39,807,132
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,373 Cr15,466,736
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹2,184 Cr17,425,119
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,669 Cr8,003,560
↓ -55,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
6%₹1,563 Cr21,567,714
↓ -213,118
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,387 Cr24,929,356
↓ -1,012,427
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
4%₹1,179 Cr4,642,521
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 12 | LT
4%₹1,133 Cr7,850,990
↑ 672,007
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
2%₹644 Cr2,149,914
↓ -45,233
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 532343
2%₹642 Cr10,786,115
↓ -138,605

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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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