Who Should Invest in Large Cap Mutual Funds?
Features of Large Cap Mutual Funds
Taxability of Large Cap Funds
Risk Involved in Large Cap Funds
Advantages of Large Cap Funds
Popular Large Cap Mutual Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Canara Robeco Bluechip Equity Fund is an Large Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shridatta Bhandwaldar. With an impressive AUM of ₹9,277 Crores, this scheme's latest NAV is ₹48.91 as of 01-06-23.
Canara Robeco Bluechip Equity Fund scheme has delivered a return performance of 13.7% in the last 1 year, 23% in the last 3 years, and an 14.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹9,277
- 3Y Return
- 13.7%
Kotak Bluechip Fund is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harish Krishnan. With an impressive AUM of ₹5,633 Crores, this scheme's latest NAV is ₹443.568 as of 01-06-23.
Kotak Bluechip Fund scheme has delivered a return performance of 13.8% in the last 1 year, 25.2% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹5,633
- 3Y Return
- 13.8%
ICICI Pru Bluechip Fund is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Anish Tawakley. With an impressive AUM of ₹35,876 Crores, this scheme's latest NAV is ₹77.39 as of 01-06-23.
ICICI Pru Bluechip Fund scheme has delivered a return performance of 14.3% in the last 1 year, 25.3% in the last 3 years, and an 14.7% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹35,876
- 3Y Return
- 14.3%
Invesco India Largecap Fund is an Large Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Amit Nigam. With an impressive AUM of ₹751 Crores, this scheme's latest NAV is ₹53.36 as of 01-06-23.
Invesco India Largecap Fund scheme has delivered a return performance of 13.7% in the last 1 year, 23% in the last 3 years, and an 14.5% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹751
- 3Y Return
- 13.7%
Baroda BNP Paribas Large Cap Fund is an Large Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Jitendra Sriram. With an impressive AUM of ₹1,407 Crores, this scheme's latest NAV is ₹167.4165 as of 01-06-23.
Baroda BNP Paribas Large Cap Fund scheme has delivered a return performance of 13.7% in the last 1 year, 22.2% in the last 3 years, and an 14.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,407
- 3Y Return
- 13.7%
AXIS Bluechip Fund is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shreyash Devalkar. With an impressive AUM of ₹33,474 Crores, this scheme's latest NAV is ₹49.76 as of 01-06-23.
AXIS Bluechip Fund scheme has delivered a return performance of 8.4% in the last 1 year, 17.7% in the last 3 years, and an 14.5% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹500
- AUM (Cr.)
- ₹33,474
- 3Y Return
- 8.4%
IDBI India Top 100 Equity Fund is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹623 Crores, this scheme's latest NAV is ₹46.69 as of 01-06-23.
IDBI India Top 100 Equity Fund scheme has delivered a return performance of 13.5% in the last 1 year, 24.9% in the last 3 years, and an 13.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹623
- 3Y Return
- 13.5%
UTI-Mastershare – Direct Growth is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Karthikraj Lakshmanan. With an impressive AUM of ₹10,556 Crores, this scheme's latest NAV is ₹213.4606 as of 01-06-23.
UTI-Mastershare – Direct Growth scheme has delivered a return performance of 10.3% in the last 1 year, 23% in the last 3 years, and an 13.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹10,556
- 3Y Return
- 10.3%
Mahindra Manulife Large Cap Fund is an Large Cap scheme that was launched on 15-03-19 and is currently under the management of our experienced fund manager Abhinav Khandelwal. With an impressive AUM of ₹231 Crores, this scheme's latest NAV is ₹17.4819 as of 01-06-23.
Mahindra Manulife Large Cap Fund scheme has delivered a return performance of 11.2% in the last 1 year, 24.1% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹231
- 3Y Return
- 11.2%
Bandhan Large Cap Fund is an Large Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Sumit Agrawal. With an impressive AUM of ₹1,084 Crores, this scheme's latest NAV is ₹57.801 as of 01-06-23.
Bandhan Large Cap Fund scheme has delivered a return performance of 14.5% in the last 1 year, 22.3% in the last 3 years, and an 12.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹1,084
- 3Y Return
- 14.5%
Frequently Asked Questions
What factors to consider before investing in Large Cap Funds?
Before investing in large-cap funds, you must consider factors like Investment Risks, Expense Ratios, investment horizons, and Taxes on Capital gains.
What are the benefits of investing in Large Cap mutual funds?
Large-cap funds have several advantages. They invest in companies that have performed well in the past and are known as permanent investment options. These are best for Investors who wish to balance risk and return. Large-cap-funds provide investment stability, better capital growth, sound investment decisions, high liquidity, and can withstand the recession because of their diversification into several sectors.
Are Large Cap Mutual Funds Tax-Free Equity Funds?
No, returns from large-cap equity funds held longer than 12 months fall under the 10% tax bracket. However, returns up to Rs. 1 lakh are exempted from taxation. If the investment period is less than 1 year, the applicable tax deduction is 15%.
Who Are These Funds Suited For?
Large-cap funds invest mainly in companies with high-end market capitalization greater than Rs. 20,000 crores. These funds are equity funds that invest in big organizations known to generate stable returns and rule the market. Investors looking for an average risk factor, better exposure to equities, and a portfolio that is well-protected from the bearish markets, must invest in large-cap funds. These funds also go through heavy market fluctuations, so investors must consider the risk factor and investment objective before indulging in these schemes.
Large Cap Funds bring much-needed stability to tailor your investment funds accordingly. Large-cap funds may not promise the market’s return expectations, unlike mid- or small-cap stocks; however, they provide a lower level of risk than other types of equity funds.
Is it reasonable to invest in Large Cap Funds?
Large-cap funds are ideal for investors seeking stable returns with relatively lower risk. These funds are based on the horizon of your investment. To get the most out of these funds, it is recommended that you should invest in them for at least 5-7 years. For investors with higher risk tolerance and an appetite for higher returns, it’s better to invest in mid or small-capitalization funds.
Are Large Cap Mutual Funds risky?
Large mutual funds are relatively less risky than the short and medium term when compared to other equity instruments.
Who manages Large Cap Mutual funds?
Like every other Mutual fund system, large-cap funds are also managed by professional fund managers or administrators.