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Fincash » Mutual Funds » Large cap Mutual Funds List

Best Large Cap Mutual Funds List for Investment 2024

Updated on June 11, 2024 , 2005 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 2024, 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 2024

FundNAVNet Assets (Cr)2023 (%)2022 (%)2021 (%)2020 (%)2019 (%)
Nippon India Large Cap Fund Growth ₹84.2107
↑ 0.43
₹26,13832.111.332.44.97.3
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹655
JM Large Cap Fund Growth ₹156.01
↑ 0.71
₹14429.63.423.218.14.9
ICICI Prudential Bluechip Fund Growth ₹101.61
↑ 0.32
₹54,90427.46.929.213.59.8
HDFC Top 100 Fund Growth ₹1,083.05
↑ 3.64
₹33,1703010.628.55.97.7
BNP Paribas Large Cap Fund Growth ₹212.778
↑ 1.37
₹1,93124.84.222.116.817.2
Invesco India Largecap Fund Growth ₹63.97
↑ 0.51
₹1,03727.8-332.514.110.5
TATA Large Cap Fund Growth ₹483.305
↑ 1.27
₹2,10324.53.332.78.312.1
Edelweiss Large Cap Fund Growth ₹80.01
↑ 0.37
₹87425.73.423.417.311.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jun 24

Top Performing Best Large Cap Mutual Funds

1. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 20 in Large Cap category.  Return for 2023 was 32.1% , 2022 was 11.3% and 2021 was 32.4% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (13 Jun 24) ₹84.2107 ↑ 0.43   (0.51 %)
Net Assets (Cr) ₹26,138 on 30 Apr 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.97
Information Ratio 2.53
Alpha Ratio 9.66
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 May 19₹10,000
31 May 20₹7,151
31 May 21₹11,961
31 May 22₹13,381
31 May 23₹16,218
31 May 24₹22,243

Nippon 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon 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 13 Jun 24

DurationReturns
1 Month 6.7%
3 Month 11.3%
6 Month 19.2%
1 Year 39.7%
3 Year 23.8%
5 Year 18.7%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.1%
2022 11.3%
2021 32.4%
2020 4.9%
2019 7.3%
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0716.74 Yr.
Ashutosh Bhargava1 Sep 212.67 Yr.
Kinjal Desai25 May 185.94 Yr.

Data below for Nippon India Large Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services37.02%
Consumer Cyclical14.51%
Consumer Defensive9.89%
Industrials9.61%
Energy8.17%
Utility6.25%
Technology5.89%
Basic Materials4.01%
Health Care1.99%
Communication Services1.51%
Asset Allocation
Asset ClassValue
Cash1.14%
Equity98.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹2,432 Cr16,000,529
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹1,907 Cr6,500,000
↑ 1,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹1,691 Cr14,700,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
6%₹1,578 Cr19,100,644
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹1,527 Cr35,050,240
↑ 5,785,240
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹1,166 Cr10,000,080
↑ 2,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹971 Cr2,700,529
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹867 Cr6,100,084
↑ 2,100,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 23 | 500400
3%₹854 Cr19,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹790 Cr1,140,326

2. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 45 in Large Cap category. .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹8,771
31 May 21₹14,027
31 May 22₹15,236
31 May 23₹17,087

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 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 13 Jun 24

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 9.9% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (13 Jun 24) ₹156.01 ↑ 0.71   (0.45 %)
Net Assets (Cr) ₹144 on 30 Apr 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.91
Information Ratio 0.62
Alpha Ratio 11.29
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
31 May 19₹10,000
31 May 20₹9,268
31 May 21₹12,844
31 May 22₹13,702
31 May 23₹15,506
31 May 24₹22,347

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 ₹481,656.
Net Profit of ₹181,656
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 13 Jun 24

DurationReturns
1 Month 7.5%
3 Month 11.7%
6 Month 22.1%
1 Year 46%
3 Year 20.9%
5 Year 18.4%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.7 Yr.
Asit Bhandarkar5 Oct 176.57 Yr.
Gurvinder Wasan1 Dec 221.41 Yr.

Data below for JM Large Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services21.84%
Basic Materials14.92%
Consumer Cyclical11.16%
Technology8.75%
Utility8.54%
Consumer Defensive7.51%
Industrials6.86%
Energy6.01%
Health Care5.55%
Communication Services4.36%
Real Estate1.67%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
5%₹7 Cr48,172
↓ -8,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
5%₹7 Cr19,807
↓ -3,400
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 23 | GRASIM
5%₹7 Cr27,000
↑ 14,250
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532810
4%₹6 Cr137,500
↑ 48,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
4%₹6 Cr135,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹6 Cr20,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹6 Cr67,397
↑ 9,000
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | HINDALCO
3%₹5 Cr76,000
↑ 17,500
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹5 Cr104,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 29 Feb 24 | DRREDDY
3%₹5 Cr7,400
↑ 1,000

4. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 21 in Large Cap category.  Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (13 Jun 24) ₹101.61 ↑ 0.32   (0.32 %)
Net Assets (Cr) ₹54,904 on 30 Apr 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.99
Information Ratio 1.17
Alpha Ratio 9.77
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 May 19₹10,000
31 May 20₹8,305
31 May 21₹13,198
31 May 22₹14,576
31 May 23₹16,534
31 May 24₹22,613

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 ₹481,656.
Net Profit of ₹181,656
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 13 Jun 24

DurationReturns
1 Month 5.7%
3 Month 8.6%
6 Month 18.3%
1 Year 39.3%
3 Year 20.6%
5 Year 18.6%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.66 Yr.
Vaibhav Dusad18 Jan 213.28 Yr.
Sharmila D’mello31 Jul 221.75 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services23.26%
Energy12.15%
Consumer Cyclical11.26%
Industrials9.92%
Technology7.54%
Basic Materials6.48%
Consumer Defensive6.07%
Health Care5.41%
Communication Services3.97%
Utility3.46%
Real Estate1.34%
Asset Allocation
Asset ClassValue
Cash9.13%
Equity90.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹4,661 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹4,224 Cr14,395,800
↓ -178,848
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
6%₹3,550 Cr9,875,834
↓ -142,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,693 Cr2,101,010
↓ -2,649
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹2,607 Cr22,358,608
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹2,418 Cr17,020,748
↑ 207,959
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,145 Cr2,150,633
↑ 63,313
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹2,119 Cr16,028,539
↓ -1,320,199
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
4%₹2,067 Cr13,595,098
↑ 676,660
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
2%₹1,359 Cr9,044,143
↑ 175,000

5. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

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

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 43 in Large Cap category.  Return for 2023 was 30% , 2022 was 10.6% and 2021 was 28.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (13 Jun 24) ₹1,083.05 ↑ 3.64   (0.34 %)
Net Assets (Cr) ₹33,170 on 30 Apr 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.32
Information Ratio 1.16
Alpha Ratio 3.54
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,325
31 May 21₹12,000
31 May 22₹13,099
31 May 23₹15,268
31 May 24₹20,370

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jun 24

DurationReturns
1 Month 5.9%
3 Month 7.2%
6 Month 14.5%
1 Year 35.3%
3 Year 19.5%
5 Year 16.1%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 221.76 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

Data below for HDFC Top 100 Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services33.53%
Energy11.61%
Industrials8.88%
Technology8.48%
Consumer Defensive7.71%
Consumer Cyclical6.8%
Health Care6.41%
Utility5.99%
Communication Services4.75%
Basic Materials3.95%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,318 Cr28,840,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹2,657 Cr17,476,319
↑ 600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
7%₹2,291 Cr7,806,781
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
6%₹1,986 Cr54,669,743
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
5%₹1,819 Cr5,061,271
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹1,576 Cr11,921,785
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,503 Cr10,579,648
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,381 Cr31,691,145
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,364 Cr11,702,714
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,252 Cr27,557,721

6. 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 16.8% since its launch.  Ranked 38 in Large Cap category.  Return for 2023 was 24.8% , 2022 was 4.2% and 2021 was 22.1% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (13 Jun 24) ₹212.778 ↑ 1.37   (0.65 %)
Net Assets (Cr) ₹1,931 on 30 Apr 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.85
Information Ratio 0.6
Alpha Ratio 8.43
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 May 19₹10,000
31 May 20₹8,991
31 May 21₹13,600
31 May 22₹14,409
31 May 23₹16,216
31 May 24₹22,286

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 ₹481,656.
Net Profit of ₹181,656
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 13 Jun 24

DurationReturns
1 Month 6.6%
3 Month 11.1%
6 Month 22.4%
1 Year 40.8%
3 Year 19%
5 Year 18.3%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.8%
2022 4.2%
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 221.88 Yr.
Miten Vora1 Dec 221.42 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.45%
Consumer Cyclical14.51%
Technology11.37%
Industrials10.94%
Energy10.78%
Consumer Defensive7.58%
Utility5.73%
Health Care4.16%
Basic Materials4.06%
Communication Services2.47%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity97.57%
Debt0.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹138 Cr1,197,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹129 Cr441,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹128 Cr840,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
5%₹100 Cr279,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹82 Cr215,239
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹69 Cr1,575,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹60 Cr63,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹49 Cr342,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹48 Cr360,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 21 | 500251
2%₹46 Cr103,500

7. 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 13.3% since its launch.  Ranked 39 in Large Cap category.  Return for 2023 was 27.8% , 2022 was -3% and 2021 was 32.5% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (13 Jun 24) ₹63.97 ↑ 0.51   (0.80 %)
Net Assets (Cr) ₹1,037 on 30 Apr 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.52
Information Ratio 0.39
Alpha Ratio 6.13
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 May 19₹10,000
31 May 20₹8,609
31 May 21₹13,222
31 May 22₹14,117
31 May 23₹15,800
31 May 24₹21,115

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 ₹458,689.
Net Profit of ₹158,689
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 13 Jun 24

DurationReturns
1 Month 6.3%
3 Month 12.4%
6 Month 19.6%
1 Year 36.2%
3 Year 18.1%
5 Year 17%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
2014 39.5%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 203.66 Yr.
Hiten Jain1 Dec 230.41 Yr.

Data below for Invesco India Largecap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services31.47%
Consumer Cyclical12.33%
Technology11.61%
Industrials10.94%
Consumer Defensive8.35%
Energy7.83%
Health Care7.14%
Utility3.29%
Basic Materials3.28%
Real Estate1.4%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹87 Cr753,225
↓ -30,797
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
7%₹74 Cr483,861
↑ 230,931
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
7%₹70 Cr237,920
↑ 87,643
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹43 Cr112,359
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹43 Cr299,950
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 500825
3%₹35 Cr74,111
↑ 9,122
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹28 Cr243,858
↓ -45,299
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | VBL
3%₹27 Cr180,538
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543904
3%₹26 Cr112,006
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 532134
2%₹26 Cr917,215

8. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 35 in Large Cap category.  Return for 2023 was 24.5% , 2022 was 3.3% and 2021 was 32.7% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund
Growth
Launch Date 7 May 98
NAV (13 Jun 24) ₹483.305 ↑ 1.27   (0.26 %)
Net Assets (Cr) ₹2,103 on 30 Apr 24
Category Equity - Large Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.03
Information Ratio 0.28
Alpha Ratio 0.06
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,762
31 May 21₹12,841
31 May 22₹13,676
31 May 23₹15,427
31 May 24₹20,388

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

Returns for TATA 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 13 Jun 24

DurationReturns
1 Month 7.1%
3 Month 11.8%
6 Month 17.1%
1 Year 34.3%
3 Year 17.6%
5 Year 16.1%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.5%
2022 3.3%
2021 32.7%
2020 8.3%
2019 12.1%
2018 -3.6%
2017 29.5%
2016 2.9%
2015 1.3%
2014 36%
Fund Manager information for TATA Large Cap Fund
NameSinceTenure
Abhinav Sharma5 Apr 231.07 Yr.
Kapil Malhotra19 Dec 230.37 Yr.

Data below for TATA Large Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services28.05%
Industrials14.89%
Consumer Defensive9.98%
Utility8.41%
Technology7.74%
Energy7.63%
Consumer Cyclical7.54%
Health Care6.22%
Basic Materials5.66%
Real Estate1.27%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity98.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
9%₹188 Cr1,235,950
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
7%₹151 Cr513,000
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
5%₹100 Cr865,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
5%₹97 Cr270,784
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹79 Cr558,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 23 | SUNPHARMA
3%₹67 Cr445,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹65 Cr555,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹55 Cr1,505,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | KOTAKBANK
2%₹51 Cr314,000
↓ -75,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | HINDUNILVR
2%₹49 Cr220,000
↑ 15,000

9. 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 14.8% since its launch.  Ranked 66 in Large Cap category.  Return for 2023 was 25.7% , 2022 was 3.4% and 2021 was 23.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (13 Jun 24) ₹80.01 ↑ 0.37   (0.46 %)
Net Assets (Cr) ₹874 on 30 Apr 24
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 2.37
Information Ratio 0.29
Alpha Ratio 3.33
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹8,321
31 May 21₹13,261
31 May 22₹13,980
31 May 23₹16,167
31 May 24₹20,981

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 ₹458,689.
Net Profit of ₹158,689
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 13 Jun 24

DurationReturns
1 Month 6.6%
3 Month 10.2%
6 Month 16.9%
1 Year 32.8%
3 Year 17.5%
5 Year 17%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 3.4%
2021 23.4%
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 177 Yr.
Bharat Lahoti1 Oct 212.58 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services28.79%
Consumer Cyclical13.27%
Industrials9.86%
Consumer Defensive8.26%
Energy8.18%
Health Care7.3%
Technology6.85%
Basic Materials5.39%
Utility4.29%
Communication Services3.94%
Real Estate1.26%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
7%₹62 Cr543,004
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
6%₹55 Cr360,000
↑ 50,462
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
5%₹47 Cr161,624
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
5%₹40 Cr110,293
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
4%₹32 Cr733,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹25 Cr189,895
↑ 20,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
3%₹25 Cr296,851
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
2%₹22 Cr56,390
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Aug 23 | TATAMTRDVR
2%₹21 Cr312,149
↑ 113,768
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
2%₹21 Cr145,763

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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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