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Large Cap Mutual Funds

Updated on September 30, 2024 , 16412 views

Large cap Mutual Funds are a type of equity where funds are invested in a large portion with companies of large Market capitalization. These are essentially large companies with large businesses and big teams. Large cap stocks are commonly referred as blue chip stocks. One essential fact about the large cap is that information regarding such big companies is easily available in publications (magazine/newspaper).

Large cap mutual funds invest in those firms that have more possibility of showing year on year steady growth and high profits, which in turns also offers stability over a time. These stocks give steady returns over a long period of time. These are shares of well-established companies that have a strong hold on the market and are usually considered as safe investments.

Large cap funds are considered to be safe, have good returns and are less volatile to the market fluctuations compared to other Equity Funds (mid and Small cap funds). Hence, investors are more keen to invest their funds in large-cap even though the share price of blue chip companies are high.

large-cap-funds

Why Invest in Large Cap Equity Funds?

  • Large companies are well-established which means that they have more consistent Income. That is why the greatest benefits that add up to large cap stocks is the stability they can provide.
  • Large cap mutual funds are less volatile than mid cap and small cap funds.
  • As the investments are made in large companies, these funds tend to have low risks.
  • In long-term, large cap funds have better returns than mid cap and small cap funds.
  • During the downturn in the market/business, investors flock to large cap firms as they are a safer investment.
  • Since large-cap companies have a long run business, data/details about such companies are readily available, which becomes easy to provide it to shareholders and investors. This also makes an easy way to determine whether a company is worth the investment.

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Large Cap Companies

Large cap funds are invested in companies that have a Market Capitalization (MC= no of shares issued by the company X market price per share) of more than INR 1000 Crore. These companies are well-established in the India market and are leading players in their respective Industry sectors. Furthermore, they have a strong track record of paying dividends regularly. Most of the blue-chip companies are listed on the BSE (Bombay Stock Exchange) 100 index. Infosys, Wipro, Unilever, Reliance Industries, ITC, SBI, ICICI, L&T, Birla, etc., are some of the large cap companies in India.

Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds

In order to make a better investment decision in equity funds, one should understand the fundamental differences between its types, i.e.- large-, mid-, and small-cap funds. Hence, discussed below-

Investments

Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. mid cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.

Market Capitalization

Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.

Companies

Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.

Risks

Mid cap and small cap funds are more volatile than large-cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.

Who Should Invest in Large Cap Mutual Funds?

Investors who are looking for a long-term Capital appreciation can find large cap funds to be the ideal option for investment. Since blue chip companies are financially strong these funds tend to give stable returns over other equity funds. The return on large cap mutual funds may be moderately low, but they are more likely to be consistent in performance.

When an investor invests in these funds, the chances of their corpus to get eroded is very low compared to other equity mutual funds. Furthermore, large cap companies can withstand the economic crises and can recover faster. Thus, investors who are looking for an investment with moderate returns and low risks can consider large cap mutual funds as one of the best investment avenues.

Smart Tips to Invest in Large Cap Funds

It is always important to know about the fund that you are going to invest in. When investing in Mutual Funds, especially in risky funds like Large-cap funds, investors need to take into account some of the key parameters like-

1. Know the Fund Manager

The fund manager is responsible for all making investment decisions of the fund’s Portfolio. So it is important to review the performance of the fund manager over the years, especially in the tough market phase. A fund manager with the most consistent in his performance should be the preferred choice.

2. Know the Expense Ratio

The expense ratio is the chargers like management fees, operation chargers, etc., charged by the Fund Houses by the investors. Some fund houses may charge a higher fee, while some may low. However, the expense ratio is something that should not supersede other important factors such as fund performance etc.

3. Check the Past Performance

Before Investing, an investor needs to make a fair assessment of the funds' performances that they wish to invest in. A fund that consistently beats its benchmark for over 4-5 year is the one to go with.

4. Fund House Reputation

The quality and the reputation of the fund house matters a lot. Investors should check if the AMC has a long-standing record, large Assets Under Management (AUM), stared funds. A fund house should have a strong presence in the financial industry with a consistent track record.

Taxation of Large Cap Funds

The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.

Fund Type Short-Term Capital Gains Long-Term Capital Gains
Equity funds 15% + cess + surcharge Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge

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Best Large Cap Equity Funds 2024

Some of the Best Large Cap Funds to invest in India are as follows-

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Large Cap Fund Growth ₹91.5599
↓ -0.02
₹32,8845.815.939.122.322.532.1
JM Core 11 Fund Growth ₹21.3222
↑ 0.06
₹1655.919.444.222.218.432.9
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
ICICI Prudential Bluechip Fund Growth ₹112.22
↓ -0.02
₹64,2237.916.141.620.221.827.4
HDFC Top 100 Fund Growth ₹1,197.1
↓ -2.08
₹37,7837.715.837.620.220.530
JM Large Cap Fund Growth ₹167.194
↓ -0.20
₹393415.443.719.720.329.6
BNP Paribas Large Cap Fund Growth ₹234.782
↓ -0.49
₹2,343718.244.918.920.224.8
IDFC Large Cap Fund Growth ₹79.793
↑ 0.08
₹1,6878.119.944.417.32026.8
Edelweiss Large Cap Fund Growth ₹88.45
↓ -0.02
₹1,0817.617.738.217.319.925.7
Invesco India Largecap Fund Growth ₹71.3
↑ 0.11
₹1,2387.120.143.617.220.427.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 24

*Above is list of best Large Cap funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.

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 13.8% 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 (01 Oct 24) ₹91.5599 ↓ -0.02   (-0.02 %)
Net Assets (Cr) ₹32,884 on 31 Aug 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.61
Information Ratio 1.95
Alpha Ratio 3.29
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,802
30 Sep 21₹14,937
30 Sep 22₹15,647
30 Sep 23₹19,575
30 Sep 24₹27,237

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 ₹530,691.
Net Profit of ₹230,691
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 1 Oct 24

DurationReturns
1 Month 2%
3 Month 5.8%
6 Month 15.9%
1 Year 39.1%
3 Year 22.3%
5 Year 22.5%
10 Year
15 Year
Since launch 13.8%
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 0717.08 Yr.
Kinjal Desai25 May 186.28 Yr.
Bhavik Dave19 Aug 240.04 Yr.

Data below for Nippon India Large Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services32.68%
Consumer Cyclical11.04%
Technology10.93%
Consumer Defensive10.07%
Industrials9.67%
Energy6.95%
Utility6.21%
Basic Materials5.34%
Health Care4.23%
Communication Services1.71%
Asset Allocation
Asset ClassValue
Cash1.19%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | 500180
9%₹2,947 Cr18,000,529
↑ 800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | 500325
6%₹2,023 Cr6,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
6%₹1,967 Cr16,000,000
↑ 2,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | 500875
6%₹1,895 Cr37,750,240
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | 500209
5%₹1,652 Cr8,500,084
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | 500112
4%₹1,305 Cr16,000,644
↓ -500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | 500510
4%₹1,186 Cr3,200,529
↑ 200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹1,175 Cr10,000,080
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
3%₹1,047 Cr2,300,000
↑ 400,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
3%₹983 Cr1,365,326

2. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 4.7% since its launch.  Ranked 18 in Large Cap category.  Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (01 Oct 24) ₹21.3222 ↑ 0.06   (0.28 %)
Net Assets (Cr) ₹165 on 31 Aug 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 2.74
Information Ratio 0.8
Alpha Ratio 6.27
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹8,390
30 Sep 21₹12,790
30 Sep 22₹12,598
30 Sep 23₹16,080
30 Sep 24₹23,116

JM Core 11 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 Core 11 Fund

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

DurationReturns
1 Month 0.2%
3 Month 5.9%
6 Month 19.4%
1 Year 44.2%
3 Year 22.2%
5 Year 18.4%
10 Year
15 Year
Since launch 4.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0915.52 Yr.
Gurvinder Wasan1 Dec 221.75 Yr.
Chaitanya Choksi18 Jul 1410.13 Yr.

Data below for JM Core 11 Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Consumer Cyclical25.03%
Industrials19.9%
Basic Materials14.12%
Financial Services13.68%
Technology9.19%
Health Care6.59%
Energy3.97%
Consumer Defensive3.03%
Asset Allocation
Asset ClassValue
Cash4.49%
Equity95.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543320
5%₹8 Cr320,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL
5%₹8 Cr163,000
↑ 70,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT
4%₹7 Cr10,109
↑ 1,500
Petronet LNG Ltd (Energy)
Equity, Since 31 Mar 24 | PETRONET
4%₹7 Cr178,000
Go Digit General Insurance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 544179
4%₹7 Cr170,168
↑ 170,168
Havells India Ltd (Industrials)
Equity, Since 30 Jun 24 | HAVELLS
4%₹6 Cr33,197
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 24 | BSOFT
4%₹6 Cr91,000
↑ 37,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TATAMOTORS
4%₹6 Cr53,900
↑ 53,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532174
4%₹6 Cr48,000
Jupiter Wagons Ltd (Industrials)
Equity, Since 31 Jul 24 | JWL
3%₹6 Cr99,468
↑ 13,187

3. 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
30 Sep 19₹10,000
30 Sep 20₹10,004
30 Sep 21₹16,058
30 Sep 22₹15,735

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 1 Oct 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

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 15.9% 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 (01 Oct 24) ₹112.22 ↓ -0.02   (-0.02 %)
Net Assets (Cr) ₹64,223 on 31 Aug 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 3.09
Information Ratio 1.26
Alpha Ratio 6.99
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,650
30 Sep 21₹15,327
30 Sep 22₹15,476
30 Sep 23₹18,736
30 Sep 24₹26,528

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 ₹518,033.
Net Profit of ₹218,033
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 1 Oct 24

DurationReturns
1 Month 2.1%
3 Month 7.9%
6 Month 16.1%
1 Year 41.6%
3 Year 20.2%
5 Year 21.8%
10 Year
15 Year
Since launch 15.9%
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 185.99 Yr.
Vaibhav Dusad18 Jan 213.62 Yr.
Sharmila D’mello31 Jul 222.09 Yr.

Data below for ICICI Prudential Bluechip Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services24.05%
Energy10.97%
Consumer Cyclical10.35%
Industrials9.9%
Technology8.56%
Basic Materials6.96%
Consumer Defensive5.62%
Health Care5.42%
Communication Services3.98%
Utility3.1%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash9.88%
Equity90.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 532174
8%₹4,981 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | 500325
7%₹4,377 Cr14,495,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | 500510
6%₹3,943 Cr10,644,617
↑ 205,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | 500180
6%₹3,714 Cr22,692,095
↑ 2,813,861
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | 500209
5%₹3,260 Cr16,770,859
↑ 238,610
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | 532500
4%₹2,766 Cr2,229,726
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹2,628 Cr22,358,608
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | 532454
4%₹2,557 Cr16,091,238
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,401 Cr2,124,133
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,833 Cr10,062,064

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 19.5% 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 (01 Oct 24) ₹1,197.1 ↓ -2.08   (-0.17 %)
Net Assets (Cr) ₹37,783 on 31 Aug 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 2.62
Information Ratio 1.46
Alpha Ratio 2.13
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
30 Sep 19₹10,000
30 Sep 20₹8,843
30 Sep 21₹14,500
30 Sep 22₹14,691
30 Sep 23₹18,228
30 Sep 24₹25,120

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 ₹505,644.
Net Profit of ₹205,644
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 1 Oct 24

DurationReturns
1 Month 1.9%
3 Month 7.7%
6 Month 15.8%
1 Year 37.6%
3 Year 20.2%
5 Year 20.5%
10 Year
15 Year
Since launch 19.5%
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 222.1 Yr.
Dhruv Muchhal22 Jun 231.2 Yr.

Data below for HDFC Top 100 Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services31.92%
Energy9.3%
Consumer Cyclical9.09%
Technology8.68%
Consumer Defensive8.47%
Industrials7.88%
Health Care6.74%
Utility6.02%
Communication Services5.01%
Basic Materials3.29%
Real Estate0.55%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | 532174
10%₹3,693 Cr30,040,474
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 500180
9%₹3,294 Cr20,126,319
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
6%₹2,275 Cr54,669,743
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | 500510
6%₹2,157 Cr5,822,954
↑ 190,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | 532454
5%₹1,894 Cr11,921,785
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | 500209
5%₹1,881 Cr9,679,648
↓ -900,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | 500325
5%₹1,721 Cr5,700,618
↓ -1,150,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 500875
4%₹1,591 Cr31,691,145
Coal India Ltd (Energy)
Equity, Since 30 Sep 17 | COALINDIA
4%₹1,447 Cr27,557,721
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹1,375 Cr11,702,714

6. 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 10% 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 (01 Oct 24) ₹167.194 ↓ -0.20   (-0.12 %)
Net Assets (Cr) ₹393 on 31 Aug 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 2.96
Information Ratio 0.84
Alpha Ratio 9.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,472
30 Sep 21₹14,719
30 Sep 22₹14,662
30 Sep 23₹17,501
30 Sep 24₹25,174

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 ₹505,644.
Net Profit of ₹205,644
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 1 Oct 24

DurationReturns
1 Month -0.1%
3 Month 4%
6 Month 15.4%
1 Year 43.7%
3 Year 19.7%
5 Year 20.3%
10 Year
15 Year
Since launch 10%
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 213.04 Yr.
Asit Bhandarkar5 Oct 176.91 Yr.
Gurvinder Wasan1 Dec 221.75 Yr.

Data below for JM Large Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services24.01%
Basic Materials17.87%
Consumer Cyclical11.46%
Industrials9.85%
Utility7.88%
Energy7.51%
Technology6.62%
Health Care5.4%
Consumer Defensive3.68%
Communication Services1.42%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | 500180
6%₹23 Cr140,172
↑ 18,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | 500510
4%₹17 Cr45,807
↑ 5,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | 532174
4%₹17 Cr137,087
↑ 32,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | PFC
4%₹16 Cr298,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 24 | ASIANPAINT
4%₹16 Cr52,165
↑ 13,700
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
4%₹16 Cr380,200
↑ 210,000
ICICI Prudential Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jul 24 | 540133
4%₹15 Cr193,000
↑ 103,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 500312
3%₹14 Cr410,000
↑ 166,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
3%₹13 Cr29,150
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | 500209
3%₹13 Cr65,398

7. 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 17.1% 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 (01 Oct 24) ₹234.782 ↓ -0.49   (-0.21 %)
Net Assets (Cr) ₹2,343 on 31 Aug 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 3.25
Information Ratio 0.87
Alpha Ratio 8.12
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹9,862
30 Sep 21₹14,895
30 Sep 22₹14,636
30 Sep 23₹17,205
30 Sep 24₹24,976

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 ₹505,644.
Net Profit of ₹205,644
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 1 Oct 24

DurationReturns
1 Month 1.7%
3 Month 7%
6 Month 18.2%
1 Year 44.9%
3 Year 18.9%
5 Year 20.2%
10 Year
15 Year
Since launch 17.1%
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 222.21 Yr.
Miten Vora1 Dec 221.75 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services23.42%
Consumer Cyclical13.79%
Technology11.37%
Energy10.45%
Industrials9.62%
Consumer Defensive8.08%
Health Care5.34%
Utility4.94%
Basic Materials4.37%
Communication Services2.44%
Asset Allocation
Asset ClassValue
Cash5.47%
Equity93.82%
Debt0.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | 532174
6%₹147 Cr1,197,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | 500325
6%₹139 Cr461,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | 500180
6%₹138 Cr840,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | 500510
4%₹100 Cr270,000
↓ -9,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹98 Cr215,239
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | 500875
3%₹79 Cr1,575,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TATAMOTORS
3%₹77 Cr693,520
↑ 275,870
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | 500209
3%₹70 Cr360,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 21 | TRENT
3%₹67 Cr93,600
↓ -5,400
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹62 Cr51,300
↓ -2,700

8. 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 12% since its launch.  Ranked 57 in Large Cap category.  Return for 2023 was 26.8% , 2022 was -2.3% and 2021 was 26.8% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (01 Oct 24) ₹79.793 ↑ 0.08   (0.10 %)
Net Assets (Cr) ₹1,687 on 31 Aug 24
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 2.5
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,383
30 Sep 21₹15,310
30 Sep 22₹15,002
30 Sep 23₹17,054
30 Sep 24₹24,596

IDFC Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
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 1 Oct 24

DurationReturns
1 Month 2.5%
3 Month 8.1%
6 Month 19.9%
1 Year 44.4%
3 Year 17.3%
5 Year 20%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -2.3%
2021 26.8%
2020 17.4%
2019 10.6%
2018 -4.2%
2017 34.2%
2016 5.3%
2015 -5.7%
2014 30.4%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Sumit Agrawal1 Mar 177.51 Yr.
Ritika Behera7 Oct 230.9 Yr.
Gaurav Satra7 Jun 240.24 Yr.

Data below for IDFC Large Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services25.27%
Technology14.35%
Consumer Cyclical13.39%
Consumer Defensive13.3%
Energy8.62%
Industrials7.02%
Health Care6.11%
Basic Materials4.99%
Communication Services3%
Utility2.14%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity99.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | 500180
9%₹148 Cr903,785
↑ 59,356
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | 500325
9%₹145 Cr481,608
↑ 2,668
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174
6%₹108 Cr879,061
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | 500209
6%₹107 Cr552,338
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹100 Cr218,851
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 500300
3%₹52 Cr191,812
↑ 9,685
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532454
3%₹51 Cr318,963
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹50 Cr179,331
↑ 18,813
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 543904
3%₹49 Cr198,575
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | 540180
2%₹37 Cr246,537
↑ 6,041

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 15.2% 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 (01 Oct 24) ₹88.45 ↓ -0.02   (-0.02 %)
Net Assets (Cr) ₹1,081 on 31 Aug 24
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 2.73
Information Ratio 0.34
Alpha Ratio 2.63
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
30 Sep 19₹10,000
30 Sep 20₹9,983
30 Sep 21₹15,267
30 Sep 22₹14,864
30 Sep 23₹17,768
30 Sep 24₹24,561

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 ₹493,520.
Net Profit of ₹193,520
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 1 Oct 24

DurationReturns
1 Month 1.9%
3 Month 7.6%
6 Month 17.7%
1 Year 38.2%
3 Year 17.3%
5 Year 19.9%
10 Year
15 Year
Since launch 15.2%
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 177.34 Yr.
Bharat Lahoti1 Oct 212.92 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services29.58%
Consumer Cyclical13.1%
Technology9.94%
Health Care9.15%
Consumer Defensive8.91%
Industrials8.27%
Energy6.3%
Utility4.54%
Basic Materials4.5%
Communication Services2.79%
Real Estate0.71%
Asset Allocation
Asset ClassValue
Cash1.19%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532174
7%₹75 Cr608,138
↑ 52,232
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 500180
6%₹70 Cr427,188
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | 500325
5%₹49 Cr161,624
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | 500209
4%₹41 Cr212,469
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | 500510
4%₹41 Cr110,293
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | 500875
4%₹38 Cr766,588
NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | 532555
3%₹34 Cr825,808
↑ 265,780
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | TATAMOTORS
3%₹34 Cr308,609
↑ 233,609
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | 532454
3%₹30 Cr189,895
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹30 Cr65,867
↑ 5,905

10. 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 13.9% 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 (01 Oct 24) ₹71.3 ↑ 0.11   (0.15 %)
Net Assets (Cr) ₹1,238 on 31 Aug 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 2.67
Information Ratio 0.34
Alpha Ratio 2.73
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,204
30 Sep 21₹15,645
30 Sep 22₹15,033
30 Sep 23₹17,460
30 Sep 24₹25,040

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 ₹505,644.
Net Profit of ₹205,644
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 1 Oct 24

DurationReturns
1 Month 1.7%
3 Month 7.1%
6 Month 20.1%
1 Year 43.6%
3 Year 17.2%
5 Year 20.4%
10 Year
15 Year
Since launch 13.9%
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 204 Yr.
Hiten Jain1 Dec 230.75 Yr.

Data below for Invesco India Largecap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services26.73%
Technology13.32%
Industrials12.26%
Consumer Cyclical12.15%
Consumer Defensive10.56%
Energy7.62%
Health Care7.23%
Utility3.51%
Basic Materials2.23%
Communication Services1.14%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532174
8%₹93 Cr758,447
↑ 36,474
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | 500180
7%₹92 Cr563,022
↓ -91,441
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | 500325
6%₹77 Cr256,513
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
5%₹57 Cr125,067
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | 500209
4%₹48 Cr248,838
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | UNITDSPR
3%₹40 Cr270,379
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB
3%₹35 Cr69,436
↑ 2,685
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 500825
3%₹33 Cr57,014
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹33 Cr283,858
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 21 | APOLLOHOSP
3%₹33 Cr47,392

Conclusion

The performance of blue chip companies generally represents the economic scenario. Such companies have a potential to forecast the Economy. Furthermore, large cap companies are rarely affected by the market Volatility, hence, are considered to be a risk-free investment. Even though the price of large cap stocks is higher, they are valuable in the rising economy for a long term investment. Thus, investors looking for a long-term Investment plan can consider large cap mutual funds as an ideal avenue to invest!

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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