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2022 کے لیے ہندوستان میں 11 بہترین کارکردگی کا مظاہرہ کرنے والے لارج کیپ میوچل فنڈز

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11 بہترین لارج کیپ ایکویٹی فنڈز 2022

Updated on March 28, 2025 , 85362 views

مثالی طور پر، جب کوئی سوچتا ہے۔سرمایہ کاریپہلی سوچ جو کسی کے ذہن میں آتی ہے وہ زیادہ تر ایکویٹی ہوگی۔ جب آپ مزید دریافت کریں گے۔ایکویٹی فنڈز، آپ بڑے ٹوپی فنڈز گے.

بڑی ٹوپیباہمی چندہ ایکویٹی میں سب سے محفوظ سرمایہ کاری میں سے ایک سمجھی جاتی ہے کیونکہ ان میں اچھا منافع ہوتا ہے اور ان کے لیے کم اتار چڑھاؤ ہوتا ہے۔مارکیٹ دیگر ایکویٹی فنڈز کے مقابلے میں اتار چڑھاؤ یعنی وسط اورسمال کیپ فنڈز. یہ فنڈز بڑی کمپنیوں کے اسٹاک میں سرمایہ کاری کرتے ہیں۔ بلیو چپ کمپنیوں کے حصص کی قیمت زیادہ ہونے کے باوجود سرمایہ کار اپنی رقم بڑی سرمایہ کاری میں لگانے کے خواہشمند ہیں۔

Best Large Cap Mutual Funds

بہترین لاج کیپ میوچل فنڈ کا انتخاب ایک اہم کام ہے جسے مناسب اہمیت دینے کی ضرورت ہے۔ آئیے نیچے دیکھتے ہیں۔سرمایہ کاری کے فوائد بڑے کیپ میوچل فنڈز میں، بہترین کا انتخاب کیسے کریں۔بڑے کیپ فنڈز اور آخر میں، 2022 میں سرمایہ کاری کے لیے سرفہرست 10 بہترین بڑے بڑے فنڈز کی فہرست۔

لارج کیپ فنڈز کا انتخاب کیسے کریں؟

صحیح بڑے کیپ میوچل فنڈ کا انتخاب کبھی بھی آسان نہیں ہوتا ہے۔ کچھ فنڈز اچھی کارکردگی کا مظاہرہ کرتے ہیں، جبکہ دیگر فنڈز سست ہو جاتے ہیں۔ لیکن، چند پیرامیٹرز ہیں جو سرمایہ کاروں کو صحیح فنڈ کا انتخاب کرتے وقت دیکھنا ہوں گے۔ کسی فنڈ کے بارے میں فیصلہ کرنے سے پہلے کسی کو متعدد مقداری اور معیاری عوامل کو دیکھنے کی ضرورت ہے۔

مقداری عوامل

باہمیفنڈ کی درجہ بندی ایک اچھا نقطہ آغاز ہو سکتا ہے۔ اس کو دوسرے ڈیٹا جیسے فنڈ کی عمر، اثاثہ جات کے زیر انتظام (AUM)، ماضی کے ریٹرن، اخراجات کا تناسب، وغیرہ کے ساتھ پورا کرنے کی ضرورت ہے۔ مزید برآں، سرمایہ کاروں کو مشورہ دیا جاتا ہے کہ وہ فنڈ کی گزشتہ تین سالوں کی کارکردگی کو چیک کریں۔ ایک فنڈ کے پاس INR 1000 کروڑ سے زیادہ کے خالص اثاثے ہونے چاہئیں اور پچھلے ایک سال کے دوران بڑے کیپ اسٹاکس کے لیے کم از کم اوسطاً 65 فیصد مختص ہونا چاہیے۔

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قابلیت کے عوامل

اس کو مزید معیار کے عوامل جیسے فنڈ ہاؤس کی ساکھ، فنڈ مینیجر کا ٹریک ریکارڈ اور سرمایہ کاری کے عمل سے فلٹر کرنے کی ضرورت ہے۔ کسی کو وہ فنڈ ہاؤس منتخب کرنا چاہیے جس پر آپ کو اپنا پیسہ لگانے کا یقین ہو۔ ایسے فنڈ ہاؤسز کی نشاندہی کرنا جن کی مارکیٹ میں مضبوط موجودگی ہے اور مختلف قسم کے فنڈز فراہم کرتے ہیں جن کا ٹریک ریکارڈ طویل اور مستقل ہے۔ یہ بھی دیکھنا چاہیے کہ کتنے فنڈز ٹاپ پرفارمرز ہیں۔ اچھے ٹریک ریکارڈ کے ساتھ ایک فنڈ مینیجر ضروری ہے۔ ایکاثاثہ مینجمنٹ کمپنی ایک سیٹ کے ساتھ ادارہ جاتی سرمایہ کاری کا عمل بھی اہم ہے کیونکہ یہ اس بات کو یقینی بناتا ہے کہ یہ ایک ایسا عمل ہے جو آپ کو صرف فنڈ مینیجر (شخص - اور اس وجہ سے کلیدی خطرہ) کے بجائے پیسہ کمانے کے لیے تیار کرتا ہے۔ مندرجہ بالا کام کرنے سے، کوئی بھی بہترین لارج کیپ فنڈ کو آزما سکتا ہے یا منتخب کرنے کے لیے ٹاپ 10 بہترین لاج کیپ فنڈز کی فہرست بھی بنا سکتا ہے۔

ٹاپ 11 بہترین کارکردگی کا مظاہرہ کرنے والے لارج کیپ میوچل فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹83.4651
↓ -0.01
₹34,212-3.2-8.96.818.128.118.2
DSP BlackRock TOP 100 Equity Growth ₹448.063
↓ -0.84
₹4,519-0.8-7.614.717.923.520.5
ICICI Prudential Bluechip Fund Growth ₹102.92
↓ -0.27
₹60,177-1.4-9.6716.826.516.9
HDFC Top 100 Fund Growth ₹1,078.07
↓ -1.50
₹33,913-1.8-11.2516.225.911.6
BNP Paribas Large Cap Fund Growth ₹206.861
↓ -0.93
₹2,263-5-134.91522.220.1
Canara Robeco Bluechip Equity Fund Growth ₹58.96
↓ -0.26
₹13,848-2.9-9.48.913.822.317.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹488.52
↓ -1.62
₹26,286-3-11.37.913.724.215.6
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹7584.416.72.913.610.5
Edelweiss Large Cap Fund Growth ₹78.9
↓ -0.01
₹1,059-2.8-10.85.813.623.114.6
Invesco India Largecap Fund Growth ₹63.09
↓ -0.01
₹1,229-6.4-12.57.313.62320
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

AUM/نیٹ اثاثوں کے ساتھ 11 بہترین لارج کیپ میوچل فنڈز کی فہرست >500 کروڑ. ہونافنڈ کی عمر>=3 پر ترتیب دیا گیا3 سالسی اے جی آر واپسی.

1. IDBI India Top 100 Equity Fund

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

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

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

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

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,198
31 Mar 22₹20,056
31 Mar 23₹19,852

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 28 Jul 23

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

2. 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 12.8% since its launch.  Ranked 20 in Large Cap category.  Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (31 Mar 25) ₹83.4651 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹34,212 on 28 Feb 25
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.27
Information Ratio 1.96
Alpha Ratio 0.51
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 Mar 20₹10,000
31 Mar 21₹16,768
31 Mar 22₹20,972
31 Mar 23₹22,342
31 Mar 24₹32,354
31 Mar 25₹34,538

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 ₹612,552.
Net Profit of ₹312,552
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 28 Jul 23

DurationReturns
1 Month 6.8%
3 Month -3.2%
6 Month -8.9%
1 Year 6.8%
3 Year 18.1%
5 Year 28.1%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sailesh Raj Bhan8 Aug 0717.58 Yr.
Kinjal Desai25 May 186.77 Yr.
Bhavik Dave19 Aug 240.53 Yr.

Data below for Nippon India Large Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services34.94%
Consumer Cyclical13.75%
Technology10.17%
Industrials9.63%
Energy7.6%
Consumer Defensive6.17%
Utility5.52%
Basic Materials5.39%
Health Care4.3%
Communication Services0.29%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹3,217 Cr18,940,367
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
6%₹2,282 Cr18,036,077
↑ 2,673,940
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹2,130 Cr17,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹1,598 Cr8,500,084
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500034
4%₹1,441 Cr1,826,882
↑ 65,270
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
4%₹1,407 Cr14,265,022
↑ 3,264,942
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
4%₹1,368 Cr17,700,644
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,284 Cr3,600,529
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
3%₹1,028 Cr2,500,000
↑ 200,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 522275
3%₹935 Cr5,229,540
↑ 198,071

3. DSP BlackRock TOP 100 Equity

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 CAGR/Annualized return of 18.8% since its launch.  Ranked 60 in Large Cap category.  Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (28 Mar 25) ₹448.063 ↓ -0.84   (-0.19 %)
Net Assets (Cr) ₹4,519 on 28 Feb 25
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.23
Information Ratio 0.97
Alpha Ratio 6.95
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,370
31 Mar 22₹18,059
31 Mar 23₹18,472
31 Mar 24₹25,242

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 6.3%
3 Month -0.8%
6 Month -7.6%
1 Year 14.7%
3 Year 17.9%
5 Year 23.5%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhishek Singh1 Jun 222.75 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services43.46%
Consumer Cyclical13.8%
Health Care8.16%
Consumer Defensive5.54%
Utility5.27%
Technology5.22%
Energy3.46%
Basic Materials2.3%
Communication Services1.76%
Industrials1.56%
Asset Allocation
Asset ClassValue
Cash9.34%
Equity90.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹417 Cr3,325,610
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹416 Cr2,446,354
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
6%₹258 Cr863,416
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹255 Cr5,689,994
↑ 407,359
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹233 Cr296,061
↓ -47,370
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
5%₹215 Cr1,455,004
↑ 210,238
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹211 Cr2,143,363
↑ 372,561
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
4%₹183 Cr2,369,151
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹182 Cr1,224,579
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
4%₹181 Cr953,830
↑ 64,581

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 14.8% since its launch.  Ranked 21 in Large Cap category.  Return for 2024 was 16.9% , 2023 was 27.4% and 2022 was 6.9% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (28 Mar 25) ₹102.92 ↓ -0.27   (-0.26 %)
Net Assets (Cr) ₹60,177 on 28 Feb 25
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.28
Information Ratio 1.15
Alpha Ratio 1.11
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 Mar 20₹10,000
31 Mar 21₹16,870
31 Mar 22₹20,629
31 Mar 23₹21,243
31 Mar 24₹30,242

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 ₹584,107.
Net Profit of ₹284,107
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 28 Jul 23

DurationReturns
1 Month 6.9%
3 Month -1.4%
6 Month -9.6%
1 Year 7%
3 Year 16.8%
5 Year 26.5%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anish Tawakley5 Sep 186.49 Yr.
Vaibhav Dusad18 Jan 214.12 Yr.
Sharmila D’mello31 Jul 222.59 Yr.

Data below for ICICI Prudential Bluechip Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services27.84%
Industrials10.24%
Consumer Cyclical9.83%
Energy8.4%
Technology8.29%
Basic Materials7.62%
Consumer Defensive5.26%
Health Care4.97%
Communication Services4.59%
Utility3.57%
Real Estate1.17%
Asset Allocation
Asset ClassValue
Cash8.23%
Equity91.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹5,826 Cr34,294,013
↑ 1,751,819
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹5,076 Cr40,518,440
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
6%₹4,100 Cr11,492,922
↑ 88,500
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹3,116 Cr16,573,722
↓ -197,137
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,918 Cr2,370,209
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
5%₹2,891 Cr22,854,559
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
5%₹2,850 Cr17,522,281
↑ 7,331
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 532538
4%₹2,731 Cr2,377,728
↑ 70,189
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹2,348 Cr23,807,059
↑ 356,875
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,786 Cr10,239,095
↑ 177,031

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 18.7% since its launch.  Ranked 43 in Large Cap category.  Return for 2024 was 11.6% , 2023 was 30% and 2022 was 10.6% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (28 Mar 25) ₹1,078.07 ↓ -1.50   (-0.14 %)
Net Assets (Cr) ₹33,913 on 28 Feb 25
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio -0.43
Information Ratio 1.5
Alpha Ratio -0.81
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,656
31 Mar 22₹20,128
31 Mar 23₹21,373
31 Mar 24₹29,782

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 ₹570,326.
Net Profit of ₹270,326
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 28 Jul 23

DurationReturns
1 Month 6.1%
3 Month -1.8%
6 Month -11.2%
1 Year 5%
3 Year 16.2%
5 Year 25.9%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rahul Baijal29 Jul 222.59 Yr.
Dhruv Muchhal22 Jun 231.69 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.25%
Consumer Cyclical12.29%
Technology10.3%
Industrials8.81%
Consumer Defensive7.96%
Energy7.89%
Health Care6.18%
Communication Services5.44%
Utility4.97%
Basic Materials2.57%
Real Estate0.63%
Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,419 Cr20,126,319
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹3,306 Cr26,390,474
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹2,165 Cr6,068,668
↑ 474,714
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
6%₹2,042 Cr10,863,818
↑ 2,208,090
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹1,939 Cr11,921,785
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
5%₹1,771 Cr54,669,743
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
5%₹1,658 Cr16,818,255
↑ 1,900,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
4%₹1,449 Cr11,450,234
↑ 1,848,998
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,418 Cr31,691,145
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK
4%₹1,396 Cr7,341,626

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 15.9% since its launch.  Ranked 38 in Large Cap category.  Return for 2024 was 20.1% , 2023 was 24.8% and 2022 was 4.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (28 Mar 25) ₹206.861 ↓ -0.93   (-0.45 %)
Net Assets (Cr) ₹2,263 on 28 Feb 25
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.35
Information Ratio 0.63
Alpha Ratio 0.13
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 Mar 20₹10,000
31 Mar 21₹15,543
31 Mar 22₹18,283
31 Mar 23₹18,589
31 Mar 24₹26,040

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 ₹530,691.
Net Profit of ₹230,691
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 28 Jul 23

DurationReturns
1 Month 6.8%
3 Month -5%
6 Month -13%
1 Year 4.9%
3 Year 15%
5 Year 22.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jitendra Sriram16 Jun 222.71 Yr.
Kushant Arora21 Oct 240.36 Yr.

Data below for BNP Paribas Large Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services25.71%
Consumer Cyclical13.39%
Technology12.25%
Consumer Defensive8.27%
Industrials7.89%
Energy7.61%
Health Care5.71%
Basic Materials4.98%
Utility4.31%
Communication Services2.81%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity92.86%
Debt0.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹188 Cr1,107,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹169 Cr1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹131 Cr1,035,000
↑ 63,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
4%₹96 Cr513,000
↑ 45,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹96 Cr270,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹93 Cr225,000
↑ 18,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹87 Cr459,000
↑ 99,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹70 Cr1,575,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹66 Cr405,000
↑ 45,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹61 Cr47,700

7. 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 12.9% since its launch.  Ranked 52 in Large Cap category.  Return for 2024 was 17.8% , 2023 was 22.2% and 2022 was 0.8% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (28 Mar 25) ₹58.96 ↓ -0.26   (-0.44 %)
Net Assets (Cr) ₹13,848 on 28 Feb 25
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.71
Sharpe Ratio -0.11
Information Ratio -0.2
Alpha Ratio 2.69
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 Mar 20₹10,000
31 Mar 21₹16,361
31 Mar 22₹18,939
31 Mar 23₹18,902
31 Mar 24₹25,179

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 ₹530,691.
Net Profit of ₹230,691
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 28 Jul 23

DurationReturns
1 Month 6.6%
3 Month -2.9%
6 Month -9.4%
1 Year 8.9%
3 Year 13.8%
5 Year 22.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.8%
2022 22.2%
2021 0.8%
2020 24.5%
2019 23.1%
2018 15.7%
2017 3.4%
2016 31.4%
2015 1.9%
2014 -0.5%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 213.75 Yr.
Shridatta Bhandwaldar5 Jul 168.66 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.25%
Consumer Cyclical12.98%
Technology11.2%
Industrials9.37%
Consumer Defensive8.13%
Health Care7.55%
Energy4.86%
Communication Services4.03%
Basic Materials3.97%
Utility3.34%
Real Estate0.53%
Asset Allocation
Asset ClassValue
Cash3.8%
Equity96.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹1,240 Cr7,301,256
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,163 Cr9,285,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
5%₹781 Cr4,154,142
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹688 Cr5,441,500
↑ 225,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹587 Cr3,610,316
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹530 Cr1,485,992
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹462 Cr5,975,000
↑ 600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹452 Cr1,511,515
↑ 40,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹416 Cr1,011,982
↑ 38,927
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
3%₹415 Cr361,652
↑ 10,000

8. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 14 in Large Cap category.  Return for 2024 was 15.6% , 2023 was 23.1% and 2022 was 3.5% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (28 Mar 25) ₹488.52 ↓ -1.62   (-0.33 %)
Net Assets (Cr) ₹26,286 on 28 Feb 25
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio -0.24
Information Ratio 0.35
Alpha Ratio 1.74
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,018
31 Mar 22₹20,441
31 Mar 23₹20,490
31 Mar 24₹27,424

Aditya Birla Sun Life Frontline 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Aditya Birla Sun Life Frontline 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 28 Jul 23

DurationReturns
1 Month 6.7%
3 Month -3%
6 Month -11.3%
1 Year 7.9%
3 Year 13.7%
5 Year 24.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.6%
2022 23.1%
2021 3.5%
2020 27.9%
2019 14.2%
2018 7.6%
2017 -2.9%
2016 30.6%
2015 7.4%
2014 1.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0519.3 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.13%
Consumer Cyclical13.1%
Technology9.93%
Industrials9.28%
Consumer Defensive7.27%
Health Care6.62%
Energy6.01%
Basic Materials5.12%
Communication Services4.36%
Utility2.64%
Real Estate1.54%
Asset Allocation
Asset ClassValue
Cash3.92%
Equity95.86%
Debt0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,156 Cr12,689,852
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹2,071 Cr16,528,292
↓ -600,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,886 Cr10,033,663
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,365 Cr10,787,510
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,348 Cr3,778,215
↓ -120,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹1,034 Cr6,360,389
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹898 Cr3,003,365
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532215
3%₹803 Cr8,147,062
↑ 400,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
3%₹737 Cr16,471,144
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹715 Cr3,763,207
↑ 46,635

9. L&T India Large Cap Fund

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 CAGR/Annualized return of 10% since its launch.  Ranked 56 in Large Cap category. .

Below is the key information for L&T India Large Cap Fund

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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,213
31 Mar 22₹19,020

L&T 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T 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 28 Jul 23

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

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

10. 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 2024 was 14.6% , 2023 was 25.7% and 2022 was 3.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (31 Mar 25) ₹78.9 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹1,059 on 28 Feb 25
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio -0.37
Information Ratio 0.59
Alpha Ratio -0.02
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,490
31 Mar 22₹19,329
31 Mar 23₹19,817
31 Mar 24₹26,762
31 Mar 25₹28,320

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 ₹543,623.
Net Profit of ₹243,623
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 28 Jul 23

DurationReturns
1 Month 6.8%
3 Month -2.8%
6 Month -10.8%
1 Year 5.8%
3 Year 13.6%
5 Year 23.1%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Bhavesh Jain2 May 177.83 Yr.
Bharat Lahoti1 Oct 213.42 Yr.

Data below for Edelweiss Large Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.37%
Consumer Cyclical11.32%
Technology10.77%
Health Care10.76%
Industrials7.1%
Consumer Defensive7.04%
Energy5.35%
Basic Materials4.91%
Communication Services4.26%
Utility3.19%
Asset Allocation
Asset ClassValue
Cash0.52%
Equity99.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
7%₹83 Cr661,958
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
7%₹74 Cr433,985
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹43 Cr121,338
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
4%₹43 Cr336,114
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 21 | 500034
3%₹38 Cr48,387
↑ 1,969
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹37 Cr198,799
↑ 8,408
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹36 Cr88,585
↑ 3,808
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
3%₹34 Cr766,588
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
3%₹34 Cr207,626
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | MARUTI
3%₹30 Cr24,559

11. 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 12.5% since its launch.  Ranked 39 in Large Cap category.  Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (31 Mar 25) ₹63.09 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹1,229 on 28 Feb 25
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio -0.29
Information Ratio 0.02
Alpha Ratio 1.01
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 Mar 20₹10,000
31 Mar 21₹15,980
31 Mar 22₹19,873
31 Mar 23₹19,104
31 Mar 24₹26,614

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 ₹543,623.
Net Profit of ₹243,623
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 28 Jul 23

DurationReturns
1 Month 7.6%
3 Month -6.4%
6 Month -12.5%
1 Year 7.3%
3 Year 13.6%
5 Year 23%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 27.8%
2021 -3%
2020 32.5%
2019 14.1%
2018 10.5%
2017 -0.4%
2016 28.3%
2015 2.8%
2014 4.6%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.
Hiten Jain1 Dec 231.25 Yr.

Data below for Invesco India Largecap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services27.46%
Consumer Cyclical17.18%
Technology13.91%
Industrials10.72%
Consumer Defensive10.31%
Energy6.69%
Health Care5.67%
Communication Services3.93%
Utility2.51%
Basic Materials1.15%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹119 Cr699,213
↑ 41,837
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹101 Cr809,462
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹66 Cr349,212
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹62 Cr492,969
↑ 86,922
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹57 Cr138,957
↑ 14,715
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹51 Cr314,808
↑ 83,497
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | 500800
4%₹50 Cr486,077
↑ 78,179
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
3%₹45 Cr458,923
↑ 17,278
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹40 Cr114,075
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
3%₹33 Cr109,617
↑ 19,662

بہترین لارج کیپ میوچل فنڈز میں کیوں سرمایہ کاری کریں۔

1. مستحکم سرمایہ کاری

بڑی کمپنیاں اچھی طرح سے قائم ہیں جس کا مطلب ہے کہ ان میں زیادہ مستقل مزاجی ہے۔آمدنی. لارج کیپ فنڈ ان کمپنیوں میں سرمایہ کاری کرتا ہے جو بڑی ہیں، کئی سالوں سے ہیں، ایک مستحکم افرادی قوت ہے اور ایک ایسی مصنوعات/سروس قائم کرتی ہے جو آمدنی پیدا کرتی ہے۔ یہی وجہ ہے کہ لاج کیپ اسٹاکس کا سب سے بڑا فائدہ وہ استحکام ہے جو وہ فراہم کرتے ہیں۔ یہ لاج کیپ میوچل فنڈ کے پورٹ فولیو اور اس کےنہیں ہیں بھی

2. مستحکم واپسی

طویل مدتی میں، اگرچہ بڑے کیپ فنڈز میں مڈ اور سمال کیپ فنڈز کے مقابلے کم منافع ہوتا ہے، لیکن بڑے کیپ میں منافع زیادہ مستحکم ہوتا ہے۔ مڈ کیپس میں اتار چڑھاؤ بہت زیادہ ہوتا ہے اور کسی کو لاج کیپس کے مقابلے مڈ کیپس میں زیادہ نقصانات ہوتے ہیں۔ بطور ایکسرمایہ کار اگر کوئی ایکوئٹی میں سرمایہ کاری کرنا چاہتا ہے، تو بڑے کیپ میوچل فنڈز میں سرمایہ کاری ایک نقطہ آغاز ہو سکتا ہے۔

3. کم اتار چڑھاؤ

لارج کیپ فنڈز مڈ اور سمال کیپ فنڈز سے کم اتار چڑھاؤ والے ہوتے ہیں۔ یہ بات تاریخی اعداد و شمار سے بھی ثابت ہے۔ نیچے دی گئی تصویر میں لارج کیپ کے پچھلے 15 سالوں کے اوسط سالانہ منافع کا تجزیہ ہے۔ یہ بی ایس ای سینسیکس کو بڑے کیپ اور بی ایس ای کے پراکسی کے طور پر استعمال کرکے کیا جاتا ہے۔درمیانی ٹوپی مڈ کیپس کے لیے۔

Large-cap-Vs-Mid-cap

4. اعتدال سے زیادہ خطرہ

چونکہ بڑی کمپنیوں میں سرمایہ کاری کی جاتی ہے، ان فنڈز میں مڈ اور سمال کیپ فنڈز کے مقابلے کم خطرہ ہوتا ہے۔ لیکن، ایکوئٹی مختصر مدت میں نقصان کا باعث بن سکتی ہے۔ اس لیے نقصانات کو دیکھنے کے لیے تیار رہنا چاہیے اور اسی پر نیند نہیں کھونی چاہیے۔ اگر کسی کے پاس ہولڈنگ کی طویل مدت ہے (کم از کم 5 سال سے زیادہ) اور وہ سرمایہ کاری کی کچھ بنیادی باتوں پر عمل کرتا ہے، تو کوئی اچھا خاصا منافع کما سکتا ہے۔

آن لائن بہترین لارج کیپ فنڈز میں کیسے سرمایہ کاری کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

شروع کرنے کے

نتیجہ

چونکہ بڑے کیپ فنڈز بڑی مارکیٹ کیپٹلائزیشن والی کمپنیوں میں سرمایہ کاری کرتے ہیں، اس لیے ان فرموں کے پاس خراب مارکیٹوں اور معاشی چکروں سے بچنے کے لیے سائز اور پیمانہ ہوتا ہے۔ لہذا، بڑے کیپس میں سرمایہ کاری کو تمام ایکویٹی میوچل فنڈ کیٹیگریز میں سب سے محفوظ سمجھا جاتا ہے۔ تاہم، ایک کو ہمیشہ یاد رکھنا چاہئے کہزیرِ نظر سرمایہ کاری ایکویٹی ہے اور اس میں خطرات ہیں۔ اگرچہ بڑے کیپس کے خطرات نسبتاً کم ہیں، واپسی بھی مستحکم ہوگی اور بیل مارکیٹ کے مراحل کے دوران غیر معمولی واپسی نہیں ہوگی۔ وہ سرمایہ کار جو ایک خاص حد تک خطرے کے ساتھ اعتدال پسند لیکن مستقل منافع کو ترجیح دیتے ہیں۔ بہترین بڑے کیپ فنڈز میں سرمایہ کاری کر سکتے ہیں!

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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