Table of Contents
- Why Invest in Large Cap Equity Funds?
- Large Cap Companies
- Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
- Who Should Invest in Large Cap Mutual Funds?
- Smart Tips to Invest in Large Cap Funds
- Taxation of Large Cap Funds
- How to Invest in Large Cap Funds Online?
- Best Large Cap Equity Funds 2025
- Conclusion
Top 10 Equity - Large Cap Funds
Large Cap Mutual Funds
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.
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 |
How to Invest in Large Cap Funds Online?
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Best Large Cap Equity Funds 2025
Some of the Best Large Cap Funds to invest in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹79.6553
↓ -0.48 ₹35,667 -10.8 -9.5 2.4 20.7 20.3 18.2 JM Core 11 Fund Growth ₹17.6261
↓ -0.20 ₹228 -16.5 -16.3 -1 17.6 15.2 24.3 DSP BlackRock TOP 100 Equity Growth ₹426.835
↓ -1.94 ₹4,600 -8 -8.8 9.2 17.1 16.7 20.5 ICICI Prudential Bluechip Fund Growth ₹97.62
↓ -0.55 ₹63,297 -9.5 -10.5 1.8 16 20.4 16.9 HDFC Top 100 Fund Growth ₹1,027.94
↓ -6.72 ₹35,673 -9.6 -11.7 -1.2 15.8 19.9 11.6 BNP Paribas Large Cap Fund Growth ₹197.315
↓ -1.39 ₹2,348 -12.1 -13.8 -0.2 14.3 17.5 20.1 L&T India Large Cap Fund Growth ₹42.242
↑ 0.02 ₹758 4.4 16.7 2.9 13.6 10.5 JM Large Cap Fund Growth ₹136.551
↓ -0.95 ₹491 -15.4 -17 -7.1 13.5 16.2 15.1 Edelweiss Large Cap Fund Growth ₹74.86
↓ -0.45 ₹1,108 -10.7 -12.8 -0.1 13.4 17.1 14.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
*Above is list of best Large Cap funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.
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 Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on 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 Below is the key information for JM Core 11 Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on (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 Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on (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 Below is the key information for BNP Paribas Large Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities. L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for L&T India Large Cap Fund Returns up to 1 year are on (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 Below is the key information for JM Large Cap Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Large Cap Fund Returns up to 1 year are on 1. IDBI India Top 100 Equity Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 45 in Large Cap category. . 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,733 28 Feb 22 ₹15,381 28 Feb 23 ₹15,758 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 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
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Nippon India Large Cap Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 20 in Large Cap category. Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (10 Mar 25) ₹79.6553 ↓ -0.48 (-0.60 %) Net Assets (Cr) ₹35,667 on 31 Jan 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.55 Information Ratio 1.58 Alpha Ratio 2.3 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,511 28 Feb 22 ₹14,661 28 Feb 23 ₹16,345 29 Feb 24 ₹23,242 28 Feb 25 ₹23,822 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -4.6% 3 Month -10.8% 6 Month -9.5% 1 Year 2.4% 3 Year 20.7% 5 Year 20.3% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% 2014 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 17.58 Yr. Kinjal Desai 25 May 18 6.77 Yr. Bhavik Dave 19 Aug 24 0.53 Yr. Data below for Nippon India Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 34.94% Consumer Cyclical 13.75% Technology 10.17% Industrials 9.63% Energy 7.6% Consumer Defensive 6.17% Utility 5.52% Basic Materials 5.39% Health Care 4.3% Communication Services 0.29% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹3,217 Cr 18,940,367 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹2,282 Cr 18,036,077
↑ 2,673,940 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,130 Cr 17,000,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹1,598 Cr 8,500,084 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000344% ₹1,441 Cr 1,826,882
↑ 65,270 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹1,407 Cr 14,265,022
↑ 3,264,942 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,368 Cr 17,700,644
↑ 500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,284 Cr 3,600,529 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS3% ₹1,028 Cr 2,500,000
↑ 200,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹935 Cr 5,229,540
↑ 198,071 3. JM Core 11 Fund
CAGR/Annualized return of 3.4% since its launch. Ranked 18 in Large Cap category. Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (10 Mar 25) ₹17.6261 ↓ -0.20 (-1.11 %) Net Assets (Cr) ₹228 on 31 Jan 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.3 Information Ratio 0.59 Alpha Ratio 1 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,971 28 Feb 22 ₹12,278 28 Feb 23 ₹13,045 29 Feb 24 ₹19,316 28 Feb 25 ₹18,983 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6.1% 3 Month -16.5% 6 Month -16.3% 1 Year -1% 3 Year 17.6% 5 Year 15.2% 10 Year 15 Year Since launch 3.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 32.9% 2021 7.1% 2020 16.3% 2019 6.3% 2018 10.6% 2017 -5% 2016 43.1% 2015 11.1% 2014 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.41 Yr. Asit Bhandarkar 25 Feb 09 16.02 Yr. Chaitanya Choksi 18 Jul 14 10.63 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Core 11 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 27.44% Financial Services 23.28% Industrials 15.84% Health Care 9.37% Technology 9.28% Communication Services 4.28% Utility 3.03% Consumer Defensive 2.36% Basic Materials 2.33% Asset Allocation
Asset Class Value Cash 2.8% Equity 97.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY7% ₹15 Cr 80,110
↑ 4,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000346% ₹14 Cr 18,000
↑ 18,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN6% ₹13 Cr 36,100
↑ 7,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK5% ₹12 Cr 92,676 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹11 Cr 66,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 24 | INDIGO5% ₹11 Cr 25,000
↑ 10,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI5% ₹10 Cr 8,500
↑ 8,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL4% ₹10 Cr 60,000
↑ 15,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5433904% ₹9 Cr 52,818
↑ 10,600 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY4% ₹8 Cr 200,000
↑ 200,000 4. DSP BlackRock TOP 100 Equity
CAGR/Annualized return of 18.6% since its launch. Ranked 60 in Large Cap category. Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (10 Mar 25) ₹426.835 ↓ -1.94 (-0.45 %) Net Assets (Cr) ₹4,600 on 31 Jan 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.91 Information Ratio 0.53 Alpha Ratio 6.66 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,685 28 Feb 22 ₹12,801 28 Feb 23 ₹13,570 29 Feb 24 ₹18,201 28 Feb 25 ₹19,896 Returns for DSP BlackRock TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -3.3% 3 Month -8% 6 Month -8.8% 1 Year 9.2% 3 Year 17.1% 5 Year 16.7% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% 2014 -2.3% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 2.75 Yr. Data below for DSP BlackRock TOP 100 Equity as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 43.46% Consumer Cyclical 13.8% Health Care 8.16% Consumer Defensive 5.54% Utility 5.27% Technology 5.22% Energy 3.46% Basic Materials 2.3% Communication Services 1.76% Industrials 1.56% Asset Allocation
Asset Class Value Cash 9.34% Equity 90.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹417 Cr 3,325,610 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹416 Cr 2,446,354 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹258 Cr 863,416 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹255 Cr 5,689,994
↑ 407,359 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5000345% ₹233 Cr 296,061
↓ -47,370 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000875% ₹215 Cr 1,455,004
↑ 210,238 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322155% ₹211 Cr 2,143,363
↑ 372,561 State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN4% ₹183 Cr 2,369,151 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹182 Cr 1,224,579 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK4% ₹181 Cr 953,830
↑ 64,581 5. ICICI Prudential Bluechip Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 21 in Large Cap category. Return for 2024 was 16.9% , 2023 was 27.4% and 2022 was 6.9% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (10 Mar 25) ₹97.62 ↓ -0.55 (-0.56 %) Net Assets (Cr) ₹63,297 on 31 Jan 25 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.48 Information Ratio 1.04 Alpha Ratio 1.81 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,046 28 Feb 22 ₹15,492 28 Feb 23 ₹16,355 29 Feb 24 ₹22,815 28 Feb 25 ₹23,416 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -4.2% 3 Month -9.5% 6 Month -10.5% 1 Year 1.8% 3 Year 16% 5 Year 20.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 16.9% 2022 27.4% 2021 6.9% 2020 29.2% 2019 13.5% 2018 9.8% 2017 -0.8% 2016 32.7% 2015 7.7% 2014 -0.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 6.49 Yr. Vaibhav Dusad 18 Jan 21 4.12 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.84% Industrials 10.24% Consumer Cyclical 9.83% Energy 8.4% Technology 8.29% Basic Materials 7.62% Consumer Defensive 5.26% Health Care 4.97% Communication Services 4.59% Utility 3.57% Real Estate 1.17% Asset Allocation
Asset Class Value Cash 8.23% Equity 91.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹5,826 Cr 34,294,013
↑ 1,751,819 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK8% ₹5,076 Cr 40,518,440 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT6% ₹4,100 Cr 11,492,922
↑ 88,500 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY5% ₹3,116 Cr 16,573,722
↓ -197,137 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI5% ₹2,918 Cr 2,370,209 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE5% ₹2,891 Cr 22,854,559 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL5% ₹2,850 Cr 17,522,281
↑ 7,331 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 5325384% ₹2,731 Cr 2,377,728
↑ 70,189 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹2,348 Cr 23,807,059
↑ 356,875 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA3% ₹1,786 Cr 10,239,095
↑ 177,031 6. HDFC Top 100 Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 43 in Large Cap category. Return for 2024 was 11.6% , 2023 was 30% and 2022 was 10.6% . HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (10 Mar 25) ₹1,027.94 ↓ -6.72 (-0.65 %) Net Assets (Cr) ₹35,673 on 31 Jan 25 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.16 Information Ratio 1.11 Alpha Ratio -1.69 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,059 28 Feb 22 ₹14,898 28 Feb 23 ₹16,368 29 Feb 24 ₹22,572 28 Feb 25 ₹22,719 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -4.3% 3 Month -9.6% 6 Month -11.7% 1 Year -1.2% 3 Year 15.8% 5 Year 19.9% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 11.6% 2022 30% 2021 10.6% 2020 28.5% 2019 5.9% 2018 7.7% 2017 0.1% 2016 32% 2015 8.5% 2014 -6.1% Fund Manager information for HDFC Top 100 Fund
Name Since Tenure Rahul Baijal 29 Jul 22 2.59 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Top 100 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.25% Consumer Cyclical 12.29% Technology 10.3% Industrials 8.81% Consumer Defensive 7.96% Energy 7.89% Health Care 6.18% Communication Services 5.44% Utility 4.97% Basic Materials 2.57% Real Estate 0.63% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK10% ₹3,419 Cr 20,126,319 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK9% ₹3,306 Cr 26,390,474 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT6% ₹2,165 Cr 6,068,668
↑ 474,714 Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY6% ₹2,042 Cr 10,863,818
↑ 2,208,090 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹1,939 Cr 11,921,785 NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 5325555% ₹1,771 Cr 54,669,743 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5322155% ₹1,658 Cr 16,818,255
↑ 1,900,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE4% ₹1,449 Cr 11,450,234
↑ 1,848,998 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹1,418 Cr 31,691,145 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK4% ₹1,396 Cr 7,341,626 7. BNP Paribas Large Cap Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 38 in Large Cap category. Return for 2024 was 20.1% , 2023 was 24.8% and 2022 was 4.2% . BNP Paribas Large Cap Fund
Growth Launch Date 23 Sep 04 NAV (10 Mar 25) ₹197.315 ↓ -1.39 (-0.70 %) Net Assets (Cr) ₹2,348 on 31 Jan 25 Category Equity - Large Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.45 Information Ratio 0.62 Alpha Ratio 1.75 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,509 28 Feb 22 ₹14,296 28 Feb 23 ₹14,871 29 Feb 24 ₹20,474 28 Feb 25 ₹20,610 Returns for BNP Paribas Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -4.1% 3 Month -12.1% 6 Month -13.8% 1 Year -0.2% 3 Year 14.3% 5 Year 17.5% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.1% 2022 24.8% 2021 4.2% 2020 22.1% 2019 16.8% 2018 17.2% 2017 -4% 2016 37% 2015 -5.5% 2014 5.6% Fund Manager information for BNP Paribas Large Cap Fund
Name Since Tenure Jitendra Sriram 16 Jun 22 2.71 Yr. Kushant Arora 21 Oct 24 0.36 Yr. Data below for BNP Paribas Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 25.71% Consumer Cyclical 13.39% Technology 12.25% Consumer Defensive 8.27% Industrials 7.89% Energy 7.61% Health Care 5.71% Basic Materials 4.98% Utility 4.31% Communication Services 2.81% Asset Allocation
Asset Class Value Cash 6.65% Equity 92.86% Debt 0.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹188 Cr 1,107,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK7% ₹169 Cr 1,350,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE6% ₹131 Cr 1,035,000
↑ 63,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY4% ₹96 Cr 513,000
↑ 45,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT4% ₹96 Cr 270,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS4% ₹93 Cr 225,000
↑ 18,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK4% ₹87 Cr 459,000
↑ 99,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC3% ₹70 Cr 1,575,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL3% ₹66 Cr 405,000
↑ 45,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹61 Cr 47,700 8. L&T India Large Cap Fund
CAGR/Annualized return of 10% since its launch. Ranked 56 in Large Cap category. . L&T India Large Cap Fund
Growth Launch Date 23 Oct 07 NAV (25 Nov 22) ₹42.242 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹758 on 31 Oct 22 Category Equity - Large Cap AMC L&T Investment Management Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio -0.1 Information Ratio -1.05 Alpha Ratio -2.34 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,396 28 Feb 22 ₹14,121 Returns for L&T India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 2.1% 3 Month 4.4% 6 Month 16.7% 1 Year 2.9% 3 Year 13.6% 5 Year 10.5% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for L&T India Large Cap Fund
Name Since Tenure Data below for L&T India Large Cap Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. JM Large Cap Fund
CAGR/Annualized return of 9.1% since its launch. Ranked 73 in Large Cap category. Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (10 Mar 25) ₹136.551 ↓ -0.95 (-0.69 %) Net Assets (Cr) ₹491 on 31 Jan 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.09 Information Ratio 0.16 Alpha Ratio -5.06 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,437 28 Feb 22 ₹14,133 28 Feb 23 ₹14,939 29 Feb 24 ₹21,531 28 Feb 25 ₹20,254 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -6% 3 Month -15.4% 6 Month -17% 1 Year -7.1% 3 Year 13.5% 5 Year 16.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.1% 2022 29.6% 2021 3.4% 2020 23.2% 2019 18.1% 2018 4.9% 2017 0.8% 2016 20.9% 2015 1.8% 2014 -1.3% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.53 Yr. Asit Bhandarkar 5 Oct 17 7.41 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Deepak Gupta 27 Jan 25 0.09 Yr. Data below for JM Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.6% Consumer Cyclical 15.32% Technology 11.05% Basic Materials 9.79% Consumer Defensive 8.03% Industrials 7.8% Communication Services 6.4% Health Care 4.67% Energy 2.58% Asset Allocation
Asset Class Value Cash 2.77% Equity 97.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK7% ₹36 Cr 289,087
↑ 59,500 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY5% ₹26 Cr 140,898
↓ -50,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | CHOLAFIN5% ₹26 Cr 201,639
↑ 201,639 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI4% ₹20 Cr 16,317
↑ 8,317 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹20 Cr 258,397
↓ -36,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 24 | 5325384% ₹18 Cr 16,000
↑ 9,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹18 Cr 110,000
↓ -60,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK3% ₹17 Cr 98,472
↓ -40,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5328103% ₹15 Cr 350,000
↑ 175,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5329783% ₹15 Cr 85,000
↑ 85,000 10. Edelweiss Large Cap Fund
CAGR/Annualized return of 13.6% since its launch. Ranked 66 in Large Cap category. Return for 2024 was 14.6% , 2023 was 25.7% and 2022 was 3.4% . Edelweiss Large Cap Fund
Growth Launch Date 20 May 09 NAV (10 Mar 25) ₹74.86 ↓ -0.45 (-0.60 %) Net Assets (Cr) ₹1,108 on 31 Jan 25 Category Equity - Large Cap AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 0.37 Information Ratio 0.46 Alpha Ratio 0.63 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,632 28 Feb 22 ₹14,396 28 Feb 23 ₹15,181 29 Feb 24 ₹20,249 28 Feb 25 ₹20,420 Returns for Edelweiss Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month -4.9% 3 Month -10.7% 6 Month -12.8% 1 Year -0.1% 3 Year 13.4% 5 Year 17.1% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 14.6% 2022 25.7% 2021 3.4% 2020 23.4% 2019 17.3% 2018 11.5% 2017 1.7% 2016 33.8% 2015 0.4% 2014 0.8% Fund Manager information for Edelweiss Large Cap Fund
Name Since Tenure Bhavesh Jain 2 May 17 7.83 Yr. Bharat Lahoti 1 Oct 21 3.42 Yr. Data below for Edelweiss Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.37% Consumer Cyclical 11.32% Technology 10.77% Health Care 10.76% Industrials 7.1% Consumer Defensive 7.04% Energy 5.35% Basic Materials 4.91% Communication Services 4.26% Utility 3.19% Asset Allocation
Asset Class Value Cash 0.52% Equity 99.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK7% ₹83 Cr 661,958 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK7% ₹74 Cr 433,985 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT4% ₹43 Cr 121,338 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE4% ₹43 Cr 336,114 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 21 | 5000343% ₹38 Cr 48,387
↑ 1,969 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY3% ₹37 Cr 198,799
↑ 8,408 Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS3% ₹36 Cr 88,585
↑ 3,808 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC3% ₹34 Cr 766,588 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL3% ₹34 Cr 207,626 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI3% ₹30 Cr 24,559
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!
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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