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Best Large Cap Mutual Funds List for Investment 2020

Updated on October 17, 2020 , 529 views

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

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

Large-Cap funds can be considered as a good option for long-term investment. The top and Best Large Cap Mutual Funds investments are listed below.

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9 Best Large Cap Mutual Funds for 2020

Fund	NAV	Net Assets (Cr)	2019 (%)	2018 (%)	2017 (%)	2016 (%)	2015 (%)
Axis Bluechip Fund Growth	₹32.04 ↑ 0.25	₹17,270	18.6	6.5	38	-3.6	-1.2
Canara Robeco Bluechip Equity Fund Growth	₹28.45 ↑ 0.15	₹788	15.7	3.4	31.4	1.9	-0.5
BNP Paribas Large Cap Fund Growth	₹97.21 ↑ 0.89	₹849	17.2	-4	37	-5.5	5.6
Kotak Bluechip Fund Growth	₹252.608 ↑ 1.61	₹1,678	14.2	-2.1	29.2	2.9	3.8
Edelweiss Large Cap Fund Growth	₹37.57 ↑ 0.31	₹193	11.5	1.7	33.8	0.4	0.8
Invesco India Largecap Fund Growth	₹29.95 ↑ 0.13	₹238	10.5	-0.4	28.3	2.8	4.6
IDFC Large Cap Fund Growth	₹35.05 ↑ 0.21	₹529	10.6	-4.2	34.2	5.3	-5.7
JM Large Cap Fund Growth	₹72.1251 ↑ 0.43	₹331	4.9	0.8	20.9	1.8	-1.3
LIC MF Large Cap Fund Growth	₹27.7059 ↑ 0.23	₹388	15	0.7	26.8	2.3	-2.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 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 11.4% 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 (19 Oct 20)	₹32.04 ↑ 0.25 (0.79 %)
Net Assets (Cr)	₹17,270 on 30 Sep 20
Category	Equity - Large Cap
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.86
Sharpe Ratio	-0.15
Information Ratio	0.37
Alpha Ratio	-2.99
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,831
30 Sep 17	₹12,637
30 Sep 18	₹14,140
30 Sep 19	₹16,574
30 Sep 20	₹16,361

Axis Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 19 Oct 20

Duration	Returns
1 Month	2.5%
3 Month	7.3%
6 Month	18.7%
1 Year	2%
3 Year	9.4%
5 Year	10.6%
10 Year
15 Year
Since launch	11.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	3.85 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 20

Equity Sector Allocation

Sector	Value
Financial Services	30.17%
Technology	18.2%
Consumer Defensive	13.01%
Health Care	10.05%
Energy	8.33%
Basic Materials	7.03%
Consumer Cyclical	5.06%
Communication Services	2.94%

Asset Allocation

Asset Class	Value
Cash	5.02%
Equity	94.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	10%	₹1,694 Cr	16,800,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	10%	₹1,660 Cr	15,390,000 ↑ 470,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 18 \| RELIANCE	8%	₹1,439 Cr	6,440,000 ↑ 320,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 17 \| 500034	7%	₹1,274 Cr	3,885,000 ↑ 195,000
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 18 \| TCS	7%	₹1,249 Cr	5,010,000 ↑ 590,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	6%	₹951 Cr	7,500,000 ↓ -140,000
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Mar 17 \| 540376	5%	₹835 Cr	3,790,000 ↑ 69,216
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Jul 17 \| 500696	4%	₹740 Cr	3,580,000 ↑ 174,000
Nestle India Ltd (Consumer Defensive) Equity, Since 30 Sep 18 \| NESTLEIND	4%	₹672 Cr	422,000 ↑ 11,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	3%	₹582 Cr	16,400,000 ↓ -5,935,000

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 10.8% 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 (19 Oct 20)	₹28.45 ↑ 0.15 (0.53 %)
Net Assets (Cr)	₹788 on 30 Sep 20
Category	Equity - Large Cap
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.56
Sharpe Ratio	0.2
Information Ratio	0.72
Alpha Ratio	5.4
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹11,060
30 Sep 17	₹12,554
30 Sep 18	₹13,667
30 Sep 19	₹14,979
30 Sep 20	₹15,975

Canara Robeco Bluechip Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 19 Oct 20

Duration	Returns
1 Month	2.2%
3 Month	7.9%
6 Month	22.8%
1 Year	9.2%
3 Year	8.8%
5 Year	10.1%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Shridatta Bhandwaldar	12 Jul 16	4.22 Yr.
Sanjay Bembalkar	1 Oct 19	1 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.36%
Technology	16.69%
Consumer Defensive	10.07%
Energy	9.72%
Health Care	9.51%
Consumer Cyclical	8.26%
Basic Materials	5.22%
Industrials	3.81%
Communication Services	2.46%
Utility	2.18%

Asset Allocation

Asset Class	Value
Cash	4.72%
Equity	95.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 17 \| RELIANCE	9%	₹69 Cr	310,750 ↑ 26,000
Infosys Ltd (Technology) Equity, Since 30 Sep 10 \| INFY	8%	₹66 Cr	649,642 ↑ 55,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	8%	₹64 Cr	594,700 ↑ 65,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	5%	₹42 Cr	1,185,600 ↑ 60,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 18 \| TCS	5%	₹39 Cr	156,050 ↑ 10,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 17 \| 500696	4%	₹30 Cr	144,800 ↑ 32,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 12 \| HDFC	4%	₹28 Cr	161,450 ↑ 25,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 19 \| 500034	3%	₹24 Cr	72,700 ↑ 8,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| KOTAKBANK	3%	₹24 Cr	186,750 ↑ 32,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Apr 12 \| MARUTI	3%	₹20 Cr	29,400 ↑ 6,500

3. 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 15.2% since its launch. Ranked 38 in Large Cap category. Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund Growth
Launch Date	23 Sep 04
NAV (19 Oct 20)	₹97.21 ↑ 0.89 (0.92 %)
Net Assets (Cr)	₹849 on 30 Sep 20
Category	Equity - Large Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	-0.11
Information Ratio	-0.19
Alpha Ratio	-2.32
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,624
30 Sep 17	₹12,117
30 Sep 18	₹12,327
30 Sep 19	₹14,223
30 Sep 20	₹14,027

BNP Paribas Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for BNP Paribas Large Cap Fund

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

Duration	Returns
1 Month	2.4%
3 Month	6.3%
6 Month	21%
1 Year	1.7%
3 Year	5.7%
5 Year	7.4%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Abhijeet Dey	16 Nov 16	3.87 Yr.
Karthikraj Lakshmanan	7 Oct 16	3.98 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.65%
Technology	16.08%
Consumer Defensive	9.42%
Energy	9.13%
Consumer Cyclical	7.06%
Basic Materials	6.88%
Health Care	6.41%
Communication Services	4.22%
Industrials	3.28%
Utility	0.91%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 17 \| RELIANCE	9%	₹78 Cr	347,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	9%	₹77 Cr	710,000
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	9%	₹75 Cr	740,000 ↓ -20,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 12 \| ICICIBANK	7%	₹57 Cr	1,620,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Jun 18 \| TCS	4%	₹37 Cr	150,000 ↓ -10,000
Bharti Airtel Ltd (Communication Services) Equity, Since 29 Feb 08 \| BHARTIARTL	4%	₹36 Cr	850,000 ↑ 80,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| KOTAKBANK	4%	₹30 Cr	240,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Dec 18 \| 500696	3%	₹26 Cr	125,000 ↑ 25,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 14 \| MARUTI	3%	₹24 Cr	35,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	3%	₹23 Cr	550,000 ↓ -150,000

4. 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 (19 Oct 20)	₹252.608 ↑ 1.61 (0.64 %)
Net Assets (Cr)	₹1,678 on 30 Sep 20
Category	Equity - Large Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.08
Sharpe Ratio	0.08
Information Ratio	-0.32
Alpha Ratio	3.1
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,967
30 Sep 17	₹12,255
30 Sep 18	₹12,981
30 Sep 19	₹13,845
30 Sep 20	₹14,197

Kotak Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for Kotak Bluechip Fund

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

Duration	Returns
1 Month	2.7%
3 Month	8.9%
6 Month	28.1%
1 Year	5.4%
3 Year	5.5%
5 Year	7.5%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Harish Krishnan	1 Jan 14	6.75 Yr.

Data below for Kotak Bluechip Fund as on 30 Sep 20

Equity Sector Allocation

Sector	Value
Financial Services	28.37%
Technology	18.05%
Energy	12.16%
Consumer Defensive	8.75%
Consumer Cyclical	8.04%
Basic Materials	6.79%
Industrials	6.19%
Health Care	3.97%
Utility	2.3%
Communication Services	2.26%
Real Estate	0.73%

Asset Allocation

Asset Class	Value
Cash	1.97%
Equity	98.03%
Debt	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 06 \| RELIANCE	11%	₹181 Cr	810,000
Infosys Ltd (Technology) Equity, Since 31 Oct 04 \| INFY	8%	₹136 Cr	1,350,000 ↑ 50,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	7%	₹125 Cr	1,160,000 ↓ -8,300
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 17 \| TCS	7%	₹110 Cr	440,000 ↑ 40,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹103 Cr	2,900,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Sep 19 \| 500696	4%	₹62 Cr	300,000 ↑ 40,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 12 \| LT	3%	₹47 Cr	525,000 ↓ -20,500
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Aug 17 \| HDFC	3%	₹47 Cr	270,000 ↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| KOTAKBANK	3%	₹44 Cr	345,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	2%	₹38 Cr	900,000 ↓ -138,100

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 12.3% 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 (19 Oct 20)	₹37.57 ↑ 0.31 (0.83 %)
Net Assets (Cr)	₹193 on 30 Sep 20
Category	Equity - Large Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0
Information Ratio	-0.2
Alpha Ratio	0.5
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,827
30 Sep 17	₹12,198
30 Sep 18	₹13,525
30 Sep 19	₹14,316
30 Sep 20	₹14,293

Edelweiss Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 19 Oct 20

Duration	Returns
1 Month	1.9%
3 Month	8.5%
6 Month	24.7%
1 Year	2.9%
3 Year	5.4%
5 Year	8%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Bharat Lahoti	2 May 17	3.42 Yr.
Hardik Varma	11 Nov 19	0.89 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	18.21%
Financial Services	18.12%
Health Care	9.65%
Consumer Defensive	9.25%
Basic Materials	6.11%
Consumer Cyclical	3.92%
Communication Services	3.68%
Energy	3.46%
Industrials	3.03%
Utility	2.74%

Asset Allocation

Asset Class	Value
Cash	2.34%
Equity	96.62%
Debt	1.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Nov 10 \| INFY	8%	₹16 Cr	154,520 ↑ 43,006
Future on HDFC Bank Ltd Derivatives, Since 30 Sep 20 \| -	7%	₹13 Cr	123,200 ↓ -8,800
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| ICICIBANK	5%	₹11 Cr	296,776 ↓ -42,977
HCL Technologies Ltd (Technology) Equity, Since 31 May 18 \| HCLTECH	4%	₹8 Cr	99,505 ↑ 7,713
Reliance Industries Ltd. Equity, Since 30 Jun 20 \| -	4%	₹8 Cr	55,901
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 20 \| BHARTIARTL	3%	₹7 Cr	158,991 ↑ 22,846
Nifty 29/10/2020 - \| -	3%	₹7 Cr	5,850 ↑ 5,850
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 15 \| TCS	3%	₹6 Cr	23,246 ↑ 3,552
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 30 Sep 18 \| HDFC	3%	₹6 Cr	31,967 ↓ -2,515
Future on Kotak Mahindra Bank Ltd Derivatives, Since 30 Sep 20 \| -	3%	₹5 Cr	42,800

6. 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 10.3% 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 (19 Oct 20)	₹29.95 ↑ 0.13 (0.44 %)
Net Assets (Cr)	₹238 on 30 Sep 20
Category	Equity - Large Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.58
Sharpe Ratio	0.08
Information Ratio	-0.36
Alpha Ratio	3.1
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹11,067
30 Sep 17	₹12,383
30 Sep 18	₹13,202
30 Sep 19	₹13,855
30 Sep 20	₹14,137

Invesco India Largecap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 19 Oct 20

Duration	Returns
1 Month	1.6%
3 Month	7.4%
6 Month	25.7%
1 Year	4.5%
3 Year	4.5%
5 Year	7.3%
10 Year
15 Year
Since launch	10.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Amit Nigam	3 Sep 20	0.08 Yr.
Nitin Gosar	29 Mar 18	2.51 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.89%
Technology	18.64%
Energy	14.21%
Consumer Defensive	10.11%
Health Care	7.46%
Industrials	6.24%
Consumer Cyclical	5.82%
Basic Materials	5.2%
Communication Services	4.54%

Asset Allocation

Asset Class	Value
Cash	0.88%
Equity	99.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	14%	₹34 Cr	151,376
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| HDFCBANK	10%	₹23 Cr	211,341
Infosys Ltd (Technology) Equity, Since 30 Apr 18 \| INFY	9%	₹21 Cr	204,524 ↓ -20,346
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 20 \| TCS	6%	₹15 Cr	61,205 ↓ -3,010
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIBANK	5%	₹13 Cr	364,419
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 19 \| KOTAKBANK	5%	₹12 Cr	94,717
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	5%	₹11 Cr	256,570 ↑ 12,680
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 May 20 \| 500696	4%	₹10 Cr	47,077
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 20 \| ITC	3%	₹8 Cr	483,677 ↓ -26,776
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 20 \| LT	3%	₹8 Cr	90,664 ↑ 18,368

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 9.1% since its launch. Ranked 57 in Large Cap category. Return for 2019 was 10.6% , 2018 was -4.2% and 2017 was 34.2% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund Growth
Launch Date	9 Jun 06
NAV (19 Oct 20)	₹35.05 ↑ 0.21 (0.60 %)
Net Assets (Cr)	₹529 on 30 Sep 20
Category	Equity - Large Cap
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.72
Sharpe Ratio	0.11
Information Ratio	-0.2
Alpha Ratio	3.36
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹11,071
30 Sep 17	₹12,977
30 Sep 18	₹13,820
30 Sep 19	₹14,229
30 Sep 20	₹14,773

IDFC Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 19 Oct 20

Duration	Returns
1 Month	1.4%
3 Month	9.4%
6 Month	28%
1 Year	6.4%
3 Year	4.3%
5 Year	8.3%
10 Year
15 Year
Since launch	9.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2010	18.5%

Fund Manager information for IDFC Large Cap Fund

Name	Since	Tenure
Arpit Kapoor	1 Mar 17	3.59 Yr.
Sumit Agrawal	1 Mar 17	3.59 Yr.

Data below for IDFC Large Cap Fund as on 30 Sep 20

Equity Sector Allocation

Sector	Value
Financial Services	19.95%
Technology	16.32%
Consumer Cyclical	14.85%
Health Care	11.48%
Consumer Defensive	10.25%
Energy	8.97%
Basic Materials	7.59%
Communication Services	7.02%
Industrials	3.05%

Asset Allocation

Asset Class	Value
Cash	0.51%
Equity	99.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 07 \| RELIANCE	9%	₹47 Cr	212,186
Infosys Ltd (Technology) Equity, Since 31 Aug 11 \| INFY	8%	₹40 Cr	394,208 ↓ -2,466
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	7%	₹37 Cr	882,224 ↑ 71,953
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 07 \| HDFCBANK	7%	₹35 Cr	321,462 ↑ 21,239
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 18 \| TCS	5%	₹27 Cr	108,936 ↓ -1,032
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Aug 19 \| HDFC	4%	₹22 Cr	128,453
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 20 \| M&M	4%	₹22 Cr	355,619
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	4%	₹21 Cr	599,268 ↑ 97,499
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 19 \| ULTRACEMCO	3%	₹18 Cr	43,798
Aurobindo Pharma Ltd (Healthcare) Equity, Since 30 Apr 20 \| AUROPHARMA	3%	₹17 Cr	208,378 ↓ -3,271

8. 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 8% 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 (19 Oct 20)	₹72.1251 ↑ 0.43 (0.60 %)
Net Assets (Cr)	₹331 on 30 Sep 20
Category	Equity - Large Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.01
Sharpe Ratio	0.06
Information Ratio	-0.32
Alpha Ratio	0.91
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,545
30 Sep 17	₹11,659
30 Sep 18	₹12,348
30 Sep 19	₹12,594
30 Sep 20	₹13,188

JM Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 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 19 Oct 20

Duration	Returns
1 Month	2%
3 Month	5.7%
6 Month	16.5%
1 Year	7.5%
3 Year	4.3%
5 Year	5.6%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Asit Bhandarkar	5 Oct 17	2.99 Yr.
Chaitanya Choksi	1 Aug 14	6.17 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.07%
Technology	14.91%
Energy	12.04%
Consumer Defensive	8.34%
Health Care	6.31%
Basic Materials	4.88%
Consumer Cyclical	4.6%
Industrials	2.72%
Communication Services	2.33%
Utility	1.58%

Asset Allocation

Asset Class	Value
Cash	18.21%
Equity	81.77%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 15 \| RELIANCE	10%	₹34 Cr	151,553 ↓ -21,570
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 12 \| HDFCBANK	6%	₹21 Cr	193,262 ↓ -24,345
Infosys Ltd (Technology) Equity, Since 30 Apr 15 \| INFY	5%	₹18 Cr	176,118 ↓ -19,100
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 12 \| HDFC	4%	₹14 Cr	79,832 ↓ -11,725
Cipla Ltd (Healthcare) Equity, Since 30 Jun 15 \| 500087	4%	₹14 Cr	176,984
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| ICICIBANK	4%	₹13 Cr	377,377 ↑ 41,300
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Jun 15 \| 500696	4%	₹12 Cr	57,111 ↓ -42,250
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 15 \| TCS	4%	₹12 Cr	46,706 ↓ -6,150
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 15 \| ITC	3%	₹11 Cr	645,937 ↓ -356,035
Tech Mahindra Ltd (Technology) Equity, Since 31 Dec 16 \| 532755	3%	₹10 Cr	126,853

9. 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 9.5% 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 (19 Oct 20)	₹27.7059 ↑ 0.23 (0.83 %)
Net Assets (Cr)	₹388 on 30 Sep 20
Category	Equity - Large Cap
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.49
Sharpe Ratio	-0.21
Information Ratio	-0.3
Alpha Ratio	-4.83
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.

Date	Value
30 Sep 15	₹10,000
30 Sep 16	₹10,785
30 Sep 17	₹12,002
30 Sep 18	₹12,242
30 Sep 19	₹13,836
30 Sep 20	₹13,263

LIC MF Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 19 Oct 20

Duration	Returns
1 Month	2.4%
3 Month	6.3%
6 Month	18.7%
1 Year	-1.4%
3 Year	3.9%
5 Year	6.2%
10 Year
15 Year
Since launch	9.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Yogesh Patil	18 Sep 20	0.04 Yr.
Ritu Modi	1 Nov 19	0.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.85%
Technology	14.86%
Consumer Defensive	14.04%
Energy	7.77%
Consumer Cyclical	6.49%
Health Care	5.77%
Basic Materials	4.87%
Communication Services	3.75%
Industrials	0.98%

Asset Allocation

Asset Class	Value
Cash	8.52%
Equity	91.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 Dec 09 \| INFY	9%	₹35 Cr	348,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	8%	₹32 Cr	298,855 ↑ 18,200
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	8%	₹30 Cr	135,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| ICICIBANK	7%	₹28 Cr	785,188
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Apr 18 \| 500034	7%	₹25 Cr	77,700
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 18 \| TCS	6%	₹23 Cr	90,500
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 29 Feb 16 \| KOTAKBANK	5%	₹19 Cr	152,294
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 18 \| 540376	5%	₹19 Cr	85,700
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	4%	₹15 Cr	345,300 ↑ 19,100
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 May 17 \| 500696	4%	₹14 Cr	69,230

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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.