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Fincash » Mutual Funds » Large cap Mutual Funds List

Best Large Cap Mutual Funds List for Investment 2020

Updated on July 8, 2020 , 474 views

Large-cap Mutual Funds refer to the schemes that invest their corpus money in equity and equity-related instruments of various companies.

The market capitalization of these companies is greater than ₹10,000 crores. In the year 2020, as the market scaled new heights, the performance of Large cap funds also has been good. Also known as bluechip companies and considered as market leaders in their field, these companies have shown their best performances.

Large-Cap

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 2020

FundNAVNet Assets (Cr)2019 (%)2018 (%)2017 (%)2016 (%)2015 (%)
Axis Bluechip Fund Growth ₹29.63
↓ -0.05
₹12,71718.66.538-3.6-1.2
Canara Robeco Bluechip Equity Fund Growth ₹25.99
↓ -0.08
₹41815.73.431.41.9-0.5
Edelweiss Large Cap Fund Growth ₹34.12
↓ -0.10
₹16511.51.733.80.40.8
BNP Paribas Large Cap Fund Growth ₹90.35
↓ -0.50
₹74817.2-437-5.55.6
JM Large Cap Fund Growth ₹67.6652
↓ -0.18
₹5644.90.820.91.8-1.3
LIC MF Large Cap Fund Growth ₹25.9549
↓ -0.09
₹306150.726.82.3-2.6
Kotak Bluechip Fund Growth ₹227.676
↓ -0.69
₹1,41014.2-2.129.22.93.8
Invesco India Largecap Fund Growth ₹27.41
↓ -0.01
₹19010.5-0.428.32.84.6
ICICI Prudential Bluechip Fund Growth ₹39.43
↓ -0.17
₹21,8219.8-0.832.77.7-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top Performing Best Large Cap Mutual Funds

1. 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 10.9% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (10 Jul 20) ₹29.63 ↓ -0.05   (-0.17 %)
Net Assets (Cr) ₹12,717 on 30 Apr 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.11
Information Ratio 0.74
Alpha Ratio 7.81
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
30 Jun 15₹10,000
30 Jun 16₹10,109
30 Jun 17₹11,504
30 Jun 18₹14,021
30 Jun 19₹15,488
30 Jun 20₹14,827

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 ₹376,357.
Net Profit of ₹76,357
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 10 Jul 20

DurationReturns
1 Month 5.2%
3 Month 9.3%
6 Month -7.8%
1 Year 1.9%
3 Year 9.3%
5 Year 8.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.61 Yr.

Data below for Axis Bluechip Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services26.59%
Consumer Defensive15.05%
Technology11.37%
Health Care7.52%
Basic Materials5.71%
Communication Services5.5%
Energy4.82%
Consumer Cyclical3.17%
Asset Allocation
Asset ClassValue
Cash16.02%
Equity83.79%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
19%₹2,476 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹937 Cr9,850,000
↑ 350,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹845 Cr3,723,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
6%₹799 Cr11,570,000
↑ 870,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
6%₹787 Cr6,430,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹716 Cr12,950,000
↑ 2,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹679 Cr3,441,250
↑ 151,250
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹627 Cr4,280,000
↑ 985,000
Net Receivables / (Payables)
Net Current Assets | -
5%-₹604 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹594 Cr17,900,000
↓ -1,300,000

2. 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 10.1% since its launch.  Ranked 52 in Large Cap category.  Return for 2019 was 15.7% , 2018 was 3.4% and 2017 was 31.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (10 Jul 20) ₹25.99 ↓ -0.08   (-0.31 %)
Net Assets (Cr) ₹418 on 30 Apr 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.86
Sharpe Ratio -0.07
Information Ratio 0.79
Alpha Ratio 10.56
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,989
30 Jun 17₹11,802
30 Jun 18₹13,232
30 Jun 19₹14,594
30 Jun 20₹14,394

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 ₹367,070.
Net Profit of ₹67,070
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 10 Jul 20

DurationReturns
1 Month 5.4%
3 Month 13.7%
6 Month -5.4%
1 Year 4.3%
3 Year 7.3%
5 Year 7.9%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
2010
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.97 Yr.
Sanjay Bembalkar1 Oct 190.75 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.44%
Consumer Defensive12.3%
Technology11.89%
Energy9.06%
Health Care8.34%
Consumer Cyclical7.62%
Basic Materials7.13%
Communication Services4.2%
Industrials3.31%
Utility2.26%
Asset Allocation
Asset ClassValue
Cash6.31%
Equity93.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹36 Cr382,700
↑ 45,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
8%₹34 Cr235,250
↑ 15,000
Cblo
CBLO | -
6%₹28 Cr
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
6%₹26 Cr379,642
↑ 61,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
5%₹24 Cr720,600
↑ 40,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹20 Cr98,800
↑ 42,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹20 Cr159,750
↑ 65,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹19 Cr347,704
↑ 35,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹16 Cr98,450
↓ -7,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹13 Cr68,050
↑ 5,000

3. 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 11.6% since its launch.  Ranked 66 in Large Cap category.  Return for 2019 was 11.5% , 2018 was 1.7% and 2017 was 33.8% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (10 Jul 20) ₹34.12 ↓ -0.10   (-0.29 %)
Net Assets (Cr) ₹165 on 30 Apr 20
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio -0.38
Information Ratio -0.23
Alpha Ratio 2.58
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 Jun 15₹10,000
30 Jun 16₹9,805
30 Jun 17₹11,348
30 Jun 18₹13,040
30 Jun 19₹13,911
30 Jun 20₹12,525

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 ₹349,120.
Net Profit of ₹49,120
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 10 Jul 20

DurationReturns
1 Month 5.8%
3 Month 14.9%
6 Month -10.2%
1 Year -3.5%
3 Year 3.9%
5 Year 5.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bharat Lahoti2 May 173.16 Yr.
Hardik Varma11 Nov 190.64 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services19.37%
Technology13.17%
Consumer Defensive10.16%
Health Care9.49%
Energy7.49%
Basic Materials3.93%
Consumer Cyclical3.29%
Utility2.89%
Communication Services2.46%
Industrials2.25%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
23%-₹37 Cr3,699
↑ 1,700
Clearing Corporation Of India Ltd.
CBLO | -
18%₹29 Cr
Nifty 25/06/2020
- | -
10%₹17 Cr17,925
↑ 17,925
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
7%₹11 Cr77,870
↑ 10,560
Hdfc Bank Ltd.25/06/2020
Derivatives, Since 31 May 20 | -
7%₹11 Cr119,000
↑ 119,000
Net Receivables/(Payables)
CBLO/Reverse Repo | -
6%₹10 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFC
5%₹9 Cr52,207
↑ 2,483
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
5%₹8 Cr421,009
↑ 64,484
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹7 Cr102,855
↑ 4,735
HCL Technologies Ltd (Technology)
Equity, Since 31 May 18 | HCLTECH
4%₹7 Cr120,095
↓ -4,777

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 15% since its launch.  Ranked 38 in Large Cap category.  Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (10 Jul 20) ₹90.35 ↓ -0.50   (-0.55 %)
Net Assets (Cr) ₹748 on 30 Apr 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.17
Information Ratio -0.04
Alpha Ratio 7.5
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 Jun 15₹10,000
30 Jun 16₹10,023
30 Jun 17₹11,610
30 Jun 18₹12,177
30 Jun 19₹13,414
30 Jun 20₹12,740

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 ₹349,120.
Net Profit of ₹49,120
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 10 Jul 20

DurationReturns
1 Month 5.6%
3 Month 13.8%
6 Month -8.4%
1 Year 0.9%
3 Year 3.6%
5 Year 5.5%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
2010 18.1%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 163.62 Yr.
Karthikraj Lakshmanan7 Oct 163.73 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services29.54%
Technology14.74%
Consumer Defensive11.12%
Energy9.08%
Basic Materials6.21%
Consumer Cyclical5.94%
Communication Services5.1%
Health Care4.47%
Industrials3.08%
Asset Allocation
Asset ClassValue
Cash10.74%
Equity89.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
11%₹81 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹55 Cr580,000
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹52 Cr750,000
↑ 50,843
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹48 Cr325,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
6%₹41 Cr1,245,000
↓ -110,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
5%₹40 Cr240,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
5%₹38 Cr690,000
↑ 40,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹34 Cr170,000
↑ 10,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹28 Cr1,400,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 19 | HCLTECH
3%₹25 Cr450,000

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 73 in Large Cap category.  Return for 2019 was 4.9% , 2018 was 0.8% and 2017 was 20.9% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (10 Jul 20) ₹67.6652 ↓ -0.18   (-0.27 %)
Net Assets (Cr) ₹564 on 30 Apr 20
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.56
Information Ratio -0.24
Alpha Ratio -2.05
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 Jun 15₹10,000
30 Jun 16₹9,775
30 Jun 17₹10,880
30 Jun 18₹11,622
30 Jun 19₹12,038
30 Jun 20₹11,824

JM 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for JM 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 10 Jul 20

DurationReturns
1 Month 4.5%
3 Month 10%
6 Month -1.2%
1 Year 2.2%
3 Year 3.2%
5 Year 4%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
2012 29.5%
2011 -31%
2010 12.9%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Asit Bhandarkar5 Oct 172.74 Yr.
Chaitanya Choksi1 Aug 145.92 Yr.

Data below for JM Large Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.44%
Technology14.42%
Energy10.4%
Consumer Defensive9.48%
Basic Materials6.33%
Consumer Cyclical4.3%
Industrials3.38%
Communication Services3.26%
Health Care2.55%
Utility1.73%
Asset Allocation
Asset ClassValue
Cash18.68%
Equity81.31%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JM Liquid Dir Gr
Investment Fund | -
10%₹55 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
8%₹45 Cr269,487
↑ 3,050
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
8%₹43 Cr294,878
↓ -71,605
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
7%₹38 Cr396,547
↑ 5,250
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
6%₹34 Cr489,148
↑ 7,075
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | 500696
5%₹27 Cr131,316
↑ 66,160
Net Current Assets
Net Current Assets | -
5%₹26 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹19 Cr583,982
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 15 | TCS
3%₹19 Cr96,376
↓ -12,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 16 | 532755
3%₹18 Cr334,083

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 9.3% since its launch.  Ranked 66 in Large Cap category.  Return for 2019 was 15% , 2018 was 0.7% and 2017 was 26.8% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (10 Jul 20) ₹25.9549 ↓ -0.09   (-0.33 %)
Net Assets (Cr) ₹306 on 30 Apr 20
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.28
Information Ratio 0
Alpha Ratio 4.53
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 Jun 15₹10,000
30 Jun 16₹9,676
30 Jun 17₹11,092
30 Jun 18₹12,054
30 Jun 19₹13,072
30 Jun 20₹12,021

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 ₹340,450.
Net Profit of ₹40,450
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 10 Jul 20

DurationReturns
1 Month 5.6%
3 Month 10.3%
6 Month -11.8%
1 Year -1.7%
3 Year 3.1%
5 Year 4.2%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 17.5%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Sachin Relekar5 Mar 155.33 Yr.
Ritu Modi1 Nov 190.66 Yr.

Data below for LIC MF Large Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services30.55%
Consumer Defensive16.08%
Technology12.54%
Health Care5.5%
Consumer Cyclical4.88%
Communication Services4.53%
Basic Materials3.97%
Energy2.07%
Industrials1.22%
Asset Allocation
Asset ClassValue
Cash18.64%
Equity81.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
18%₹54 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹25 Cr267,055
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
7%₹21 Cr303,010
↓ -21,800
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
6%₹19 Cr561,888
↑ 35,970
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
6%₹19 Cr81,600
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹18 Cr90,500
↓ -14,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
6%₹18 Cr144,894
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
5%₹15 Cr74,900
↑ 9,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹14 Cr253,800
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
4%₹14 Cr65,930

7. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme will be realized

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 32 in Large Cap category.  Return for 2019 was 14.2% , 2018 was -2.1% and 2017 was 29.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (10 Jul 20) ₹227.676 ↓ -0.69   (-0.30 %)
Net Assets (Cr) ₹1,410 on 30 Apr 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.38
Information Ratio -0.77
Alpha Ratio 2.58
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 Jun 15₹10,000
30 Jun 16₹10,324
30 Jun 17₹11,905
30 Jun 18₹12,739
30 Jun 19₹13,772
30 Jun 20₹12,685

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 ₹349,120.
Net Profit of ₹49,120
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 10 Jul 20

DurationReturns
1 Month 6.8%
3 Month 18.4%
6 Month -10.6%
1 Year -1.7%
3 Year 2.7%
5 Year 5.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 146.5 Yr.

Data below for Kotak Bluechip Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services29.73%
Technology12.13%
Energy10.59%
Consumer Defensive9.31%
Basic Materials8.67%
Consumer Cyclical7.91%
Industrials7.42%
Health Care4.26%
Communication Services3.93%
Utility3.14%
Real Estate0.29%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
9%₹123 Cr874,666
↑ 39,533
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹106 Cr1,114,900
↑ 57,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
6%₹89 Cr1,289,700
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹80 Cr2,411,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
5%₹64 Cr326,100
↑ 15,350
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹55 Cr1,000,000
↑ 64,600
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹55 Cr265,842
↑ 139,042
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹50 Cr535,200
↑ 23,700
Triparty Repo
CBLO/Reverse Repo | -
3%₹48 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹47 Cr285,000

8. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 39 in Large Cap category.  Return for 2019 was 10.5% , 2018 was -0.4% and 2017 was 28.3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (10 Jul 20) ₹27.41 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹190 on 30 Apr 20
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.58
Sharpe Ratio -0.33
Information Ratio -0.27
Alpha Ratio 4.14
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 Jun 15₹10,000
30 Jun 16₹10,262
30 Jun 17₹11,783
30 Jun 18₹13,079
30 Jun 19₹13,785
30 Jun 20₹12,617

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.5%
3 Month 15.7%
6 Month -9.2%
1 Year -2.8%
3 Year 2.7%
5 Year 5.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
2013 9.2%
2012 24.3%
2011 -21.9%
2010 17.7%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Ganatra29 Mar 182.26 Yr.
Nitin Gosar29 Mar 182.26 Yr.

Data below for Invesco India Largecap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services28.34%
Technology14.28%
Consumer Defensive12.06%
Energy11.56%
Health Care10.63%
Consumer Cyclical6.46%
Communication Services4.9%
Basic Materials4.45%
Industrials2.68%
Utility1.67%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
12%₹22 Cr151,376
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
10%₹19 Cr201,305
↑ 21,329
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
7%₹14 Cr205,607
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
6%₹12 Cr364,419
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
6%₹12 Cr94,717
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 20 | TCS
6%₹11 Cr54,361
↑ 5,367
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
5%₹9 Cr169,920
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
5%₹9 Cr42,651
↑ 42,651
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | ITC
5%₹9 Cr439,506
↑ 122,960
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 19 | SUNPHARMA
3%₹6 Cr127,184

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 12% since its launch.  Ranked 21 in Large Cap category.  Return for 2019 was 9.8% , 2018 was -0.8% and 2017 was 32.7% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (10 Jul 20) ₹39.43 ↓ -0.17   (-0.43 %)
Net Assets (Cr) ₹21,821 on 30 Apr 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.49
Information Ratio -0.48
Alpha Ratio -0.64
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 Jun 15₹10,000
30 Jun 16₹10,407
30 Jun 17₹12,325
30 Jun 18₹13,667
30 Jun 19₹14,902
30 Jun 20₹13,132

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 ₹357,992.
Net Profit of ₹57,992
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 10 Jul 20

DurationReturns
1 Month 5%
3 Month 16.2%
6 Month -11.9%
1 Year -6.1%
3 Year 2.6%
5 Year 6.1%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
2010 27.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 172.97 Yr.
Priyanka Khandelwal15 Jun 173.05 Yr.
Anish Tawakley5 Sep 181.82 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.41%
Technology11.16%
Consumer Defensive10.45%
Energy10.17%
Consumer Cyclical9.23%
Basic Materials7.72%
Communication Services6.49%
Utility4.55%
Industrials4.46%
Health Care3.3%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity95.43%
Debt1.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹1,911 Cr20,077,083
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹1,546 Cr22,379,992
↑ 282,114
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
6%₹1,320 Cr23,893,296
↓ -550,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,284 Cr8,767,738
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
5%₹1,195 Cr36,008,976
↑ 492,131
Treps
CBLO/Reverse Repo | -
4%₹851 Cr
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 18 | 540719
3%₹713 Cr9,273,122
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
3%₹709 Cr35,949,369
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
3%₹691 Cr17,955,344
NTPC Ltd (Utilities)
Equity, Since 28 Feb 15 | 532555
3%₹666 Cr68,033,305

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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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