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Best Large Cap Mutual Funds List for Investment 2021

Updated on January 14, 2021 , 584 views

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

The market capitalization of these companies is greater than ₹10,000 crores. In the year 2021, as the market scaled new heights, the performance of Large cap funds also has been good. Also known as bluechip companies and considered as market leaders in their field, these companies have shown their best performances.

Large-Cap

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

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9 Best Large Cap Mutual Funds for 2021

FundNAVNet Assets (Cr)2020 (%)2019 (%)2018 (%)2017 (%)2016 (%)
Axis Bluechip Fund Growth ₹38.76
↓ -0.48
₹20,48019.718.66.538-3.6
Canara Robeco Bluechip Equity Fund Growth ₹34.35
↓ -0.42
₹1,12223.115.73.431.41.9
Edelweiss Large Cap Fund Growth ₹45.55
↓ -0.53
₹20717.311.51.733.80.4
Kotak Bluechip Fund Growth ₹304.357
↓ -3.37
₹1,94416.414.2-2.129.22.9
LIC MF Large Cap Fund Growth ₹33.7697
↓ -0.41
₹44913.8150.726.82.3
BNP Paribas Large Cap Fund Growth ₹117.41
↓ -1.47
₹98716.817.2-437-5.5
ICICI Prudential Bluechip Fund Growth ₹52.74
↓ -0.56
₹25,22413.59.8-0.832.77.7
SBI Bluechip Fund Growth ₹50.0913
↓ -0.71
₹24,88016.311.6-4.130.24.8
PGIM India Large Cap Fund Growth ₹210.8
↓ -2.17
₹30813.314.5-3.628.22.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21

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 13.1% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (15 Jan 21) ₹38.76 ↓ -0.48   (-1.22 %)
Net Assets (Cr) ₹20,480 on 30 Nov 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.4
Information Ratio 0.45
Alpha Ratio 3.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,638
31 Dec 17₹13,304
31 Dec 18₹14,174
31 Dec 19₹16,807
31 Dec 20₹20,121

Axis Bluechip Fund SIP Returns

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

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 4.9%
3 Month 22.9%
6 Month 32.8%
1 Year 19.4%
3 Year 14.9%
5 Year 16.6%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology16.68%
Consumer Defensive11.99%
Health Care7.58%
Basic Materials7.5%
Energy5.58%
Consumer Cyclical5.53%
Communication Services2.72%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,190 Cr15,250,000
↓ -300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹2,160 Cr4,080,000
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,006 Cr15,970,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹1,694 Cr8,486,800
↑ 296,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,426 Cr4,980,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹1,366 Cr25,527,875
↑ 2,592,875
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,255 Cr6,323,520
↑ 283,520
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,230 Cr4,450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹1,068 Cr4,173,200
↑ 1,593,200
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹736 Cr961,500
↑ 149,500

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 12.6% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (15 Jan 21) ₹34.35 ↓ -0.42   (-1.21 %)
Net Assets (Cr) ₹1,122 on 30 Nov 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.5
Information Ratio 0.89
Alpha Ratio 5.95
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,189
31 Dec 17₹13,384
31 Dec 18₹13,838
31 Dec 19₹16,008
31 Dec 20₹19,699

Canara Robeco Bluechip Equity Fund SIP Returns

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

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.5%
3 Month 22.3%
6 Month 33.6%
1 Year 23.8%
3 Year 14.4%
5 Year 16.3%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Sanjay Bembalkar1 Oct 191.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.22%
Technology16.31%
Consumer Cyclical9.08%
Consumer Defensive8.22%
Energy7.64%
Health Care6.8%
Basic Materials5.95%
Industrials4.15%
Communication Services3.11%
Utility1.8%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹118 Cr819,700
↑ 95,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹111 Cr884,142
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹100 Cr1,870,600
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹94 Cr472,250
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹65 Cr253,450
↑ 15,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹49 Cr172,050
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH
4%₹48 Cr507,000
↑ 60,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹43 Cr80,934
↓ -3,266
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹43 Cr689,200
↑ 180,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹42 Cr833,316
↑ 225,000

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 13.9% since its launch.  Ranked 66 in Large Cap category.  Return for 2020 was 17.3% , 2019 was 11.5% and 2018 was 1.7% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (15 Jan 21) ₹45.55 ↓ -0.53   (-1.15 %)
Net Assets (Cr) ₹207 on 30 Nov 20
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.3
Information Ratio -0.4
Alpha Ratio 0.47
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,040
31 Dec 17₹13,434
31 Dec 18₹13,661
31 Dec 19₹15,235
31 Dec 20₹17,868

Edelweiss Large Cap Fund SIP Returns

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

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.6%
3 Month 22.8%
6 Month 34.7%
1 Year 18.4%
3 Year 10.5%
5 Year 14.5%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
2013 11.1%
2012 29.8%
2011 -18.6%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bharat Lahoti2 May 173.67 Yr.
Hardik Varma11 Nov 191.14 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services26.56%
Technology17.02%
Health Care10.86%
Consumer Defensive8.79%
Basic Materials4.64%
Consumer Cyclical4.45%
Communication Services4.12%
Industrials3.35%
Energy1.64%
Utility1.09%
Asset Allocation
Asset ClassValue
Cash1.09%
Equity95.83%
Debt3.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
9%₹21 Cr143,702
↓ -11,706
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹18 Cr143,890
↓ -2,987
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
7%₹16 Cr302,492
↑ 29,255
HCL Technologies Ltd (Technology)
Equity, Since 31 May 18 | HCLTECH
4%₹9 Cr98,364
Nifty 28/01/2021
- | -
4%₹8 Cr5,925
↑ 5,925
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
4%₹8 Cr161,906
Reliance Industries Ltd.
Equity, Since 30 Jun 20 | -
3%₹7 Cr64,901
↑ 9,000
Future on Kotak Mahindra Bank Ltd
Derivatives, Since 31 Dec 20 | -
3%₹6 Cr32,400
↓ -5,600
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹6 Cr20,442
↓ -2,188
State Bank of India (Financial Services)
Equity, Since 31 Dec 14 | SBIN
2%₹5 Cr199,180
↑ 53,580

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

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (15 Jan 21) ₹304.357 ↓ -3.37   (-1.09 %)
Net Assets (Cr) ₹1,944 on 30 Nov 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.31
Information Ratio -0.57
Alpha Ratio 0.95
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,293
31 Dec 17₹13,297
31 Dec 18₹13,017
31 Dec 19₹14,864
31 Dec 20₹17,298

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 ₹426,080.
Net Profit of ₹126,080
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 15 Jan 21

DurationReturns
1 Month 6.9%
3 Month 22.1%
6 Month 35.3%
1 Year 18.5%
3 Year 9.9%
5 Year 13.9%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147 Yr.

Data below for Kotak Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services32.08%
Technology16.7%
Consumer Defensive10.08%
Energy9.09%
Consumer Cyclical8.9%
Industrials6.29%
Basic Materials5.55%
Health Care3.63%
Utility2.48%
Communication Services2.22%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹167 Cr1,160,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹161 Cr810,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹155 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
6%₹126 Cr439,596
↓ -5,404
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹98 Cr410,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹67 Cr260,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹66 Cr330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr470,000
↓ -55,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹53 Cr850,000

5. LIC MF Large Cap Fund

(Erstwhile LIC MF Growth Fund)

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

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 66 in Large Cap category.  Return for 2020 was 13.8% , 2019 was 15% and 2018 was 0.7% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (15 Jan 21) ₹33.7697 ↓ -0.41   (-1.19 %)
Net Assets (Cr) ₹449 on 30 Nov 20
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.24
Information Ratio -0.11
Alpha Ratio -0.92
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,231
31 Dec 17₹12,970
31 Dec 18₹13,063
31 Dec 19₹15,020
31 Dec 20₹17,094

LIC MF Large Cap Fund SIP Returns

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

Returns for LIC MF Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 4.8%
3 Month 23.9%
6 Month 32.5%
1 Year 13.5%
3 Year 9.9%
5 Year 13.2%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.8%
2019 15%
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
2014 39.8%
2013 7.4%
2012 28.3%
2011 -26.9%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Yogesh Patil18 Sep 200.29 Yr.
Ritu Modi1 Nov 191.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services39.74%
Technology16.13%
Consumer Defensive14.54%
Consumer Cyclical6.26%
Health Care5.66%
Energy5.52%
Basic Materials5.05%
Communication Services2.86%
Industrials1.12%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
9%₹44 Cr348,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹43 Cr299,989
↑ 17,134
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
9%₹42 Cr785,188
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 18 | 500034
7%₹36 Cr67,042
↓ -6,158
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹30 Cr104,900
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | KOTAKBANK
6%₹30 Cr148,294
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | 540376
6%₹27 Cr98,000
↓ -2,600
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
6%₹27 Cr135,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFC
4%₹18 Cr71,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
3%₹17 Cr69,230

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 16.3% since its launch.  Ranked 38 in Large Cap category.  Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (15 Jan 21) ₹117.41 ↓ -1.47   (-1.24 %)
Net Assets (Cr) ₹987 on 30 Nov 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.28
Information Ratio -0.29
Alpha Ratio 0.05
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 Dec 15₹10,000
31 Dec 16₹9,450
31 Dec 17₹12,951
31 Dec 18₹12,438
31 Dec 19₹14,575
31 Dec 20₹17,029

BNP Paribas Large Cap Fund SIP Returns

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

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.3%
3 Month 22.9%
6 Month 31.2%
1 Year 18%
3 Year 9.8%
5 Year 13.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 164.13 Yr.
Karthikraj Lakshmanan7 Oct 164.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.92%
Technology17.43%
Consumer Defensive13.09%
Basic Materials7.61%
Energy5.61%
Health Care5.3%
Consumer Cyclical4.33%
Communication Services4.12%
Industrials3.37%
Utility1.68%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹91 Cr635,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹89 Cr1,670,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹85 Cr680,000
↓ -60,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹59 Cr297,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
5%₹55 Cr275,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹43 Cr850,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 540376
4%₹43 Cr155,525
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr130,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
3%₹34 Cr64,000
↑ 14,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹30 Cr125,000

7. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

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

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 21 in Large Cap category.  Return for 2020 was 13.5% , 2019 was 9.8% and 2018 was -0.8% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (15 Jan 21) ₹52.74 ↓ -0.56   (-1.05 %)
Net Assets (Cr) ₹25,224 on 30 Nov 20
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.21
Information Ratio -0.83
Alpha Ratio -2.26
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 Dec 15₹10,000
31 Dec 16₹10,774
31 Dec 17₹14,302
31 Dec 18₹14,186
31 Dec 19₹15,572
31 Dec 20₹17,672

ICICI Prudential Bluechip Fund SIP Returns

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

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 7.1%
3 Month 26.8%
6 Month 35.4%
1 Year 16.7%
3 Year 8.5%
5 Year 14.5%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
2013 10.2%
2012 26.8%
2011 -16.4%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Rajat Chandak14 Jul 173.47 Yr.
Priyanka Khandelwal15 Jun 173.55 Yr.
Anish Tawakley5 Sep 182.32 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.26%
Technology13.45%
Energy9.01%
Consumer Cyclical8.79%
Consumer Defensive7.95%
Basic Materials6.06%
Communication Services5.52%
Industrials5.32%
Utility3.72%
Health Care3.39%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.16%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹2,330 Cr16,222,128
↓ -692,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
8%₹2,188 Cr17,425,119
↓ -451,680
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹2,130 Cr39,807,132
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
6%₹1,600 Cr8,058,560
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹1,356 Cr26,602,857
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,350 Cr21,763,934
↑ 217,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFC
5%₹1,220 Cr4,767,521
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
3%₹924 Cr7,178,983
↑ 1,025,708
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 08 | ITC
3%₹714 Cr34,145,537
↓ -773,947
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹686 Cr2,481,642

8. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

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

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 9 in Large Cap category.  Return for 2020 was 16.3% , 2019 was 11.6% and 2018 was -4.1% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (15 Jan 21) ₹50.0913 ↓ -0.71   (-1.39 %)
Net Assets (Cr) ₹24,880 on 30 Nov 20
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.29
Information Ratio -0.52
Alpha Ratio 0.22
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 Dec 15₹10,000
31 Dec 16₹10,483
31 Dec 17₹13,652
31 Dec 18₹13,091
31 Dec 19₹14,614
31 Dec 20₹17,002

SBI Bluechip Fund SIP Returns

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

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.7%
3 Month 27.8%
6 Month 38.5%
1 Year 18.7%
3 Year 8.4%
5 Year 13.3%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
2011 -24.2%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1010.34 Yr.

Data below for SBI Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services36.52%
Consumer Cyclical11.35%
Technology10.65%
Industrials7.64%
Health Care7.45%
Energy6.38%
Basic Materials6.11%
Consumer Defensive6.04%
Real Estate3.1%
Communication Services1.97%
Utility0.3%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹2,593 Cr18,050,000
↓ -1,412,739
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
6%₹1,629 Cr30,443,104
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹1,298 Cr10,335,178
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹1,244 Cr13,148,030
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,023 Cr4,000,000
↓ -382,989
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹974 Cr7,562,209
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹971 Cr2,528,298
↓ -265,228
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹959 Cr45,874,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹931 Cr4,690,981
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 500387
3%₹719 Cr299,413

9. PGIM India Large Cap Fund

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

PGIM India Large Cap Fund is a Equity - Large Cap fund was launched on 21 Jan 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 50 in Large Cap category.  Return for 2020 was 13.3% , 2019 was 14.5% and 2018 was -3.6% .

Below is the key information for PGIM India Large Cap Fund

PGIM India Large Cap Fund
Growth
Launch Date 21 Jan 03
NAV (15 Jan 21) ₹210.8 ↓ -2.17   (-1.02 %)
Net Assets (Cr) ₹308 on 30 Nov 20
Category Equity - Large Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 0.22
Information Ratio -1
Alpha Ratio -1.89
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 Dec 15₹10,000
31 Dec 16₹10,270
31 Dec 17₹13,162
31 Dec 18₹12,687
31 Dec 19₹14,530
31 Dec 20₹16,467

PGIM India Large Cap Fund SIP Returns

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

Returns for PGIM India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 7.3%
3 Month 22.7%
6 Month 35.8%
1 Year 16%
3 Year 8.4%
5 Year 12.7%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.3%
2019 14.5%
2018 -3.6%
2017 28.2%
2016 2.7%
2015 2%
2014 43.5%
2013 9%
2012 22.5%
2011 -26.2%
Fund Manager information for PGIM India Large Cap Fund
NameSinceTenure
Alok Agarwal27 Jul 173.43 Yr.

Data below for PGIM India Large Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services31.96%
Technology19.5%
Health Care9.76%
Energy8.82%
Basic Materials5.1%
Industrials4.84%
Consumer Cyclical4.79%
Consumer Defensive4.59%
Communication Services3.02%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity97.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFCBANK
10%₹32 Cr225,500
↓ -15,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
9%₹28 Cr143,400
↓ -28,600
Infosys Ltd (Technology)
Equity, Since 31 Oct 12 | INFY
8%₹26 Cr205,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 11 | TCS
7%₹21 Cr73,500
↑ 28,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 20 | HDFC
5%₹18 Cr69,000
↑ 13,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
4%₹14 Cr269,000
↓ -73,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 20 | 500087
2%₹8 Cr94,000
↑ 31,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 18 | 500034
2%₹8 Cr14,500
↓ -28,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | MARUTI
2%₹7 Cr9,700
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹7 Cr116,000
↑ 116,000

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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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