Best Large cap funds for year 2025
| Fund Name | Year Of Inception | Fund rating ( Crisil rated ) | Portfolio Size ( In Cr ) | Expense ratio | PE ratios | Exit Load |
| ICICI Pru blue chip fund | 2008 | 5 | 63,938 | 1.45 | 19.11 | 1% for redemption within 365 days |
| Nippon India large cap fund | 2007 | 5 | 35,313 | 1.57 | 20.13 | 1% for redemption within 7 days |
| JM large cap fund | 1995 | 4 | 495 | 2.36 | 20.52 | 1% for redemption within 30 days |
| HDFC Large Cap fund | 1996 | 4 | 36,587 | 1.61 | 16.44 | 1% for redemption within 365 days |
| Aditya birla Frontline equity | 2002 | 3 | 29,323 | 1.65 | 19.69 | 1% for redemption within 90 days |
| Canara Robeco Bluechip Equity fund | 2010 | 3 | 14,824 | 1.66 | 22.14 | 1% for redemption within 365 days |
| SBI blue chip Fund | 2006 | 2 | 50,502 | 1.5 | 22.52 | 1% for redemption within 365 days |
| Mirae asset large cap fund | 2008 | 1 | 39337 | 1.52 | 10.47 | 1% for redemption within 365 days |
| DSP Top 100 Equity Fund Reg (G) | 2003 | 4 | 4,530 | 1.93 | 15.76 | 1% for redemption within 364 days |
| WhiteOak Capital Large Cap Fund Reg (G) | 2022 | – | 661 | 2.33 | 21.74 | 1% for redemption within 30 days |
| Invesco India Large cap Fund (G) | 2009 | 4 | 1,317 | 2.09 | 22.88 | 0 |
ICICI Pru blue chip fund :Â
The fund has the highest AUM in the category , launched in the year 2008, The fund enjoys CRISIL 5 star rating. The fund size is 63,938 cr, Low expense ratio of 1.45. The fund has PE of 19.11. The exit load of the fund is 1% before 365 days.Â
Nippon India large cap fund :Â
The fund was launched in the year 2007, is Crisil 5 star rated fund, with portfolio size of 35,313 cr. Expense ratio of 1.57. The PE of the fund is 20.13. Exit load is 1% for redemption within 7 days.
JM large cap fund
The fund was launched in the year 1995, Is CRISIL 4 star rated fund, with portfolio size of just 495 cr and high expense ratio of 2.36. The Current PE of 20.52. Exit load of the fund is 1% for redemption within 30 days.
HDFC Large Cap fund
The fund was launched in 1996, It is CRISIL rated 4 star. The fund enjoys a good portfolio size of 36,587 cr. The expense ratio of the fund is 1.61. The PE of the fund is 16.44. Exit load 1% for redemption within 365 days.
Aditya birla Frontline equityÂ
The fund was launched in 2002, CRISIL rated 3. It has a good fund size of 29,323 cr. The expense ratio of the fund is 1.65. PE of the fund is 19.69. Exit laid of the fund is 1% for redemption within 90 days.
Canara Robeco Bluechip Equity fundÂ
The fund was launched in 2010, Currently rated as 3 star by CRISIL. The fund size is 14,824 cr. The expense ratio of 1.66. The PE of the fund is 22.14.Exit load is 1% for the redemption within 365 days.
SBI blue chip Fund
The fund was launched in the year 2006, This is the second largest fund in AUM at 50,502 cr. The fund is CRISIL rated at 2. The expense ratio of the fund is 1.5. PE of the fund is 22.52. Exit load of the fund is 1% for redemption within 365 days.
Mirae asset large cap fund
The fund was launched in 2008, CRISIL rated 1 star. This is the 3rd largest fund by AUM in the category 39,337 cr. The expense ratio of the fund is 1.52. The PE of the fund is 10.47. Exit load of the fund is 1% for redemption within 365 days.
DSP Top 100 Equity Fund Reg (G)
The fund was launched in 2003, CRISIL rated 4 star. The fund size is 4,530 cr. The Expense ratio is 1.93. The PE of the fund is 15.76. Exit load of the fund is 1% for redemption within 365 days.
WhiteOak Capital Large Cap Fund Reg (G)
The fund was recently launched in 2022, no CRISIL rating. The fund size is 661 cr. The expense ratio is 2.33. The PE of the fund is 21.74. Exit load of the fund was 1% for redemption for 365 days.
Invesco India Large cap Fund (G)
The fund was launched in 2009, CRISIL rated 4 star. Fund size of 1,317 cr. The expense ratio is 2.09. The PE of the fund is 22.88. The does not have any exit load.
Trailing Returns :Â
| Scheme | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
| Nippon India Large Cap Fund (G) | 12.23 | 16.78 | 18.12 | 13.73 | 13.51 | 13.9 |
| ICICI Pru Bluechip Fund Reg (G) | 12.11 | 13.83 | 17.41 | 13.63 | 13.46 | 14.11 |
| JM Large Cap Fund (G) | 7.99 | 12.09 | 16.26 | 12.2 | 10.53 | 9.56 |
| HDFC Large Cap Fund (G) | 7.26 | 13.96 | 15.99 | 12.34 | 11.97 | 12.45 |
| Aditya Birla SL Frontline Equity Fund Reg (G) | 10.79 | 10.96 | 15.52 | 11.58 | 11.9 | 12.6 |
| Canara Robeco Bluechip Equity Fund (G) | 12.7 | 10.35 | 16.08 | 14.35 | 13.05 | – |
| SBI Blue Chip Fund Reg (G) | 9.51 | 10.42 | 15.22 | 11.8 | 12.49 | 12.61 |
| Mirae Asset Large Cap Fund Reg (G) | 8.33 | 7.91 | 13.45 | 11.25 | 12.73 | 13.96 |
| DSP Top 100 Equity Fund Reg (G) | 16.74 | 13.41 | 13.9 | 11.5 | 10.86 | 10.91 |
| WhiteOak Capital Large Cap Fund Reg (G) | 15.09 | – | – | – | – | – |
| Invesco India Largecap Fund (G) | 13.8 | 11.04 | 16.31 | 12.97 | 12.51 | 12.19 |
1 Year Trailing returnÂ
1st Quartile : 14-17%Â – DSP Top 100 Equity Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G)
2nd Quartile : 11-14% – Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), Invesco India Largecap Fund (G)
3rd Quartile : 8- 11% Â –JM Large Cap Fund (G), HDFC Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G)
4rth Quartile : 5- 8%Â Â – no fund
3 Year Trailing ReturnÂ
1st quartile  : 14-17%- Nippon India Large Cap Fund (G)
2nd quartile : 11-14%-ICICI Pru Bluechip Fund Reg (G), JM Large Cap Fund (G), HDFC Large Cap Fund (G), DSP Top 100 Equity Fund Reg (G), Invesco India Largecap Fund (G)
3rd quartile  : 8-11%-Aditya Birla SL Frontline Equity Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G)
4rh quartile  : 5-8%-Mirae Asset Large Cap Fund Reg (G)Â
White Oak Large cap fund does not have a 3 years history.
5 years trailing returnsÂ
1st Quartile : 17-19%-Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G)
2nd Quartile : 15-17%-JM Large Cap Fund (G), HDFC Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), Invesco India Largecap Fund (G)
3rd Quartile : 13-15%-Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G)
4rth Quartile : 11- 13%-No fund under discussionÂ
White Oak Large cap fund does not have a 3 years history.
7 years trailing returnsÂ
1st Quartile : 13.5-15%-Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)
2nd Quartile : 12-13.5%- JM Large Cap Fund (G), HDFC Large Cap Fund (G), Invesco India Largecap Fund (G)
3rd Quartile : 10.5-12%- Aditya Birla SL Frontline Equity Fund Reg (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G)
4rth quartile : 9-10.5%-Â
White Oak Large cap fund does not have a 7 years history.
10 Years Trailing returnsÂ
1st Quartile : 12.75-14% : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)
2nd Quartile : 11.5-12.75 % : HDFC Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G), Invesco India Largecap Fund (G)
3rd Quartile : 10.25-11.5% : JM Large Cap Fund (G), DSP Top 100 Equity Fund Reg (G)
4rth quartile : 9-10.25-%
White Oak Large cap was not launched 10 years ago
15 Years Trailing returnsÂ
1st Quartile :13.25-15%  : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G),Mirae Asset Large Cap Fund Reg (G)
2nd Quartile :11.5-13.25% : HDFC Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G), SBI Blue Chip Fund Reg (G), Invesco India Largecap Fund (G)
3rd Quartile :9.75-11.5%  : DSP Top 100 Equity Fund Reg (G)
4rth quartile :8-9.75%    : JM Large Cap Fund (G)
Canara Robeco Bluechip Equity Fund (G) and White Oak Large cap were not launched 15 years ago
Rolling returns :
| 3 years rolling returns | Return % | Return Consistency (% of times) | ||||||||
| Scheme | Average | Median | Maximum | Minimum | Less than 0% | 0-8% | 8-12% | 12-15% | 15-20% | Greater Than 20% |
| Nippon India Large Cap Fund (G) | 14.71 | 14.73 | 34.3 | -6.79 | 5.4 | 16.17 | 16.53 | 13.04 | 20.96 | 27.89 |
| ICICI Pru Bluechip Fund Reg (G) | 14.81 | 14.57 | 36.38 | -5.91 | 1.34 | 11.93 | 20.27 | 18.34 | 25.98 | 22.14 |
| JM Large Cap Fund (G) | 10.64 | 10.93 | 24.72 | -6.6 | 9.87 | 26.25 | 17.41 | 13.48 | 23.65 | 9.33 |
| HDFC Large Cap Fund (G) | 13.34 | 13.06 | 37.09 | -7.95 | 6.26 | 14.91 | 23.67 | 13.8 | 20.98 | 20.37 |
| Aditya Birla SL Frontline Equity Fund Reg (G) | 13.89 | 13.86 | 31.51 | -8.19 | 2.79 | 17.56 | 20.33 | 15.21 | 24.24 | 19.87 |
| Canara Robeco Bluechip Equity Fund (G) | 13.89 | 14.26 | 27.75 | -0.53 | 0.02 | 12.4 | 21.09 | 24.65 | 31.24 | 10.59 |
| SBI Blue Chip Fund Reg (G) | 14.27 | 14.27 | 31.97 | -7.05 | 2.23 | 19.93 | 17.08 | 14.16 | 22.18 | 24.43 |
| Mirae Asset Large Cap Fund Reg (G) | 15.84 | 15.11 | 43.41 | -4.3 | 0.76 | 11.24 | 15.04 | 22.05 | 25.58 | 25.33 |
| DSP Top 100 Equity Fund Reg (G) | 11.25 | 10.88 | 28.98 | -8.01 | 3.3 | 25.27 | 28.19 | 13.76 | 23.78 | 5.71 |
| Invesco India Largecap Fund (G) | 12.8 | 12.9 | 28.16 | -5.73 | 1.75 | 22.57 | 19.81 | 16.05 | 27.3 | 12.51 |
We have considered rolling returns of 3 years since 2009 ,Â
>8% is the return we are looking forÂ
| Nippon India Large Cap Fund (G) | Was able to deliver 78% of times |
| ICICI Pru Bluechip Fund Reg (G) | Was able to deliver 86% of times |
| JM Large Cap Fund (G) | Was able to deliver 63% of times |
| HDFC Large Cap Fund (G) | Was able to deliver 78% of times |
| Aditya Birla SL Frontline Equity Fund Reg (G) | Was able to deliver 79% of times |
| Canara Robeco Bluechip Equity Fund (G) | Was able to deliver 87% of times |
| SBI Blue Chip Fund Reg (G) | Was able to deliver 77% of times |
| Mirae Asset Large Cap Fund Reg (G) | Was able to deliver 88% of times |
| DSP Top 100 Equity Fund Reg (G) | Was able to deliver 71% of times |
| Invesco India Large Cap Fund (G) | Was able to deliver 75% of times |
12% > is what we look forÂ
| Nippon India Large Cap Fund (G) | Was able to deliver 48% of times |
| ICICI Pru Bluechip Fund Reg (G) | Was able to deliver 48% of times |
| JM Large Cap Fund (G) | Was able to deliver 32% of times |
| HDFC Large Cap Fund (G) | Was able to deliver 41% of times |
| Aditya Birla SL Frontline Equity Fund Reg (G) | Was able to deliver 44% of times |
| Canara Robeco Bluechip Equity Fund (G) | Was able to deliver 41% of times |
| SBI Blue Chip Fund Reg (G) | Was able to deliver 46% of times |
| Mirae Asset Large Cap Fund Reg (G) | Was able to deliver 50% of times |
| DSP Top 100 Equity Fund Reg (G) | Was able to deliver 29% of times |
| Invesco India Large Cap Fund (G) | Was able to deliver 39% of times |
15%> is what we look forÂ
| Nippon India Large Cap Fund (G) | Was able to deliver 61% of times |
| ICICI Pru Bluechip Fund Reg (G) | Was able to deliver 66% of times |
| JM Large Cap Fund (G) | Was able to deliver 46% of times |
| HDFC Large Cap Fund (G) | Was able to deliver 55% of times |
| Aditya Birla SL Frontline Equity Fund Reg (G) | Was able to deliver 59% of times |
| Canara Robeco Bluechip Equity Fund (G) | Was able to deliver 66% of times |
| SBI Blue Chip Fund Reg (G) | Was able to deliver 60% of times |
| Mirae Asset Large Cap Fund Reg (G) | Was able to deliver 72% of times |
| DSP Top 100 Equity Fund Reg (G) | Was able to deliver 43% of times |
| Invesco India Large Cap Fund (G) | Was able to deliver 55% of times |
VS benchmark :Â
| Fund Name | 1-Yr Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) |
| ICICI Pru blue chip fund | 12.23 | 16.78 | 18.12 | 13.51 |
| Nippon India large cap fund | 12.11 | 13.83 | 17.41 | 13.46 |
| JM large cap fund | 7.99 | 12.09 | 16.26 | 10.53 |
| HDFC Large Cap fund | 7.26 | 13.96 | 15.99 | 11.97 |
| Aditya birla Frontline equity | 10.79 | 10.96 | 15.52 | 11.9 |
| Canara Robeco Bluechip Equity fund | 12.7 | 10.35 | 16.08 | 13.05 |
| SBI blue chip Fund | 9.51 | 10.42 | 15.22 | 12.49 |
| Mirae asset large cap fund | 8.33 | 7.91 | 13.45 | 12.73 |
| DSP Top 100 Equity Fund Reg (G) | 16.74 | 13.41 | 13.9 | 10.86 |
| WhiteOak Capital Large Cap Fund Reg (G) | 15.09 | – | – | – |
| Invesco India Large cap Fund (G) | 13.8 | 11.04 | 16.31 | 12.51 |
| NIFTY 100 TRI | 8.35 | 9.95 | 15.03 | 12.46 |
Another important aspect where the index funds have challenged the active managed large cap funds. Lets us check if its is myth or are index fund betterÂ
1 Year Trailing returnÂ
1st Quartile : 14-17%Â – DSP Top 100 Equity Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G)
2nd Quartile : 11-14% – Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), Invesco India Large cap Fund (G)
3rd Quartile : 8- 11% Â – , Aditya Birla SL Frontline Equity Fund Reg (G), SBI Blue Chip Fund Reg (G),Â
JM Large Cap Fund (G),HDFC Large Cap Fund (G), Mirae Asset Large Cap Fund Reg (G) could not beat the index
3 Year Trailing ReturnÂ
1st quartile  : 14-17%– Nippon India Large Cap Fund (G)
2nd quartile : 11-14%–ICICI Pru Bluechip Fund Reg (G), JM Large Cap Fund (G), HDFC Large Cap Fund (G), DSP Top 100 Equity Fund Reg (G), Invesco India Large cap Fund (G)
3rd quartile  : 8-11%–Aditya Birla SL Frontline Equity Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G)
Mirae Asset Large Cap Fund Reg (G) could not beat the index.
White Oak Large cap fund does not have a 3 years history.
5 years trailing returnsÂ
1st Quartile : 17-19%–Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G)
2nd Quartile : 15-17%–JM Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), Invesco India Large cap Fund (G),HDFC Large Cap fund
White Oak Large cap fund does not have a 3 years history.
Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G) could not beat the index.
10 Years Trailing returnsÂ
1st Quartile : 12.75-14% : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)
2nd Quartile : 11.5-12.75 % : SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G), Invesco India Large Cap Fund (G)
White Oak Large cap was not launched 10 years ago
JM Large Cap Fund (G), DSP Top 100 Equity Fund Reg (G), Â HDFC Large Cap Fund (G), Aditya Birla SL Frontline Equity Fund Reg (G) could not beat the index.
General observation : The myth that Large caps have not been able to beat the index is a false claim because we could see some very good index beating returns. So it still makes sense to be part of the winning funds and get great returns. There is some divergence in performance of a few funds when we see the long term vs short term performance. Which is a reason we need to understand why such a thing happened. Let us delve more and understand the same.
Ratios:Â
| Fund Name | Alpha 3Y | Alpha 5Y | Alpha 10Y | Beta 3Y | Beta 5Y | Beta 10Y | Std deviation 3Y | Std Deviation 5Y | Std Deviation 10Y | Sharpe Ratio 3Y | Sharpe Ratio 5Y | Sharpe Ratio 10Y | Sortino Ratio |
| ICICI Pru blue chip fund | 3.25 | 1.94 | 1.01 | 0.88 | 0.93 | 0.93 | 11.86 | 17.77 | 15.38 | 0.86 | 0.76 | 0.54 | 1.83 |
| Nippon India large cap fund | 5.86 | 1.8 | 0.71 | 0.94 | 1.04 | 1.05 | 12.69 | 20.24 | 17.67 | 1.05 | 0.72 | 0.5 | 2.07 |
| JM large cap fund | 1.89 | 4.25 | 0.35 | 0.93 | 0.62 | 0.65 | 13.12 | 12.91 | 11.67 | 0.71 | 0.92 | 0.47 | 1.86 |
| HDFC Large Cap fund | 3.16 | 0.11 | -0.81 | 0.94 | 1 | 1.03 | 12.68 | 19.21 | 17.4 | 0.83 | 0.64 | 0.42 | 1.57 |
| Aditya birla Frontline equity | 0.24 | -0.15 | -0.5 | 0.94 | 0.98 | 0.97 | 12.4 | 18.55 | 15.94 | 0.61 | 0.64 | 0.44 | 1.31 |
| Canara Robeco Bluechip Equity fund | 0.07 | 1.6 | 0.95 | 0.89 | 0.86 | 0.9 | 11.83 | 16.36 | 14.89 | 0.6 | 0.75 | 0.53 | 1.23 |
| SBI blue chip Fund | -0.25 | -0.43 | 0.06 | 0.89 | 0.97 | 0.95 | 11.98 | 18.52 | 15.86 | 0.57 | 0.62 | 0.47 | 1.45 |
| Mirae asset large cap fund | -2.26 | -1.65 | 0.35 | 0.89 | 0.95 | 0.96 | 11.94 | 18.01 | 15.79 | 0.4 | 0.56 | 0.5 | 0.91 |
| DSP Top 100 Equity Fund Reg (G) | 2.02 | -1.68 | -1.74 | 0.93 | 0.99 | 1.03 | 12.9 | 19.25 | 17.48 | 0.73 | 0.55 | 0.36 | 1.59 |
| WhiteOak Capital Large Cap Fund Reg (G) | – | – | – | – | – | – | – | – | – | – | – | ||
| Invesco India Large cap Fund (G) | 0.33 | 1.07 | 0.38 | 0.98 | 0.96 | 0.94 | 13.42 | 18.52 | 15.85 | 0.6 | 0.69 | 0.49 | 1.24 |
Fund managers Longevity :Â
ICICI Pru blue chip fund
The fund is being managed by 3 fund managers as of now. Mr Anish Tawakley, is the he has industry experience of more than 35 years, he is the Co CIO of the ICICI Pru AMC. WIth ICICI he has been for 8 years of which he has been managing this fund for 6 years now and manages 4 more funds. Mr Vaibhav Dusad , he has industry experience of more than 15 years, with amc he has been for about 7 years and has been managing the fund for 4 years.He manages 4 more funds at the AMC. Ms Sharmila Reynold D’mello has industry experience of about 8 years and she has been with the AMC for that long and she has been managing the fund for the past 3 years. She is managing more than 20 funds at AMC.
Nippon India large cap fund :Â
The fund is being managed by 3 fund managers. Mr Sailesh Raj Bhan, he is the CIO of AMC, has more than 30 years of industry experience . He has been managing the fund for 17 years now and manages 3 more funds at the fund house. Ms Kinajl Desai has been managing the fund for the last 7 years now and has total experience of 13 years and she manages more than 20 funds at the AMC. Mr Bhavik Dave has industry experience of 15 years and has been with AMC for 10 years now. He has been managing the fund for just 1 year now and managing just 2 funds.
JM large cap fund :Â
The fund is being managed by 4 fund managers. Mr Asit Bhandarkar , he has 22 years of experience in the industry, he has been with AMC for 16 years now and has been managing the fund for 7 years now.Apart from this fund he is managing about 9 more funds. Mr Satish Ramanathan, he is MD and CIO of the fund, He has 31 years of industry experience and he has been with the AMC for 5 years now. He has been managing the fund for 3 years, he is managing about 9 more funds at the AMC. Ms Ruchi Fozdar, she has 11 years of industry experience but more on the fixed income side , she has been with AMC for close to 2 years now and has been managing the fund for the same time. She is part of 15 more funds at the fund house. Mr Deepak Gupta, he has more than 22 years of experience in industry , he is new to the fund house and fund, he is managing just this fund.
HDFC Large Cap fundÂ
The fund is currently managed by 2 fund managers. Mr Rahul Baijal, he senior fund manager, and has industry experience of more than 25 years now, He joined AMC just 2 years ago, he has been with the fund for the same time.Apart from this he also manages 2 more funds.Mr Dhruv Muchhal, he has more than 14 years of industry experience, he has been with the AMC for last 5 years and has been managing the fund for 2 years. Apart from this he is part of more than 16 funds at the AMC.
Aditya birla Frontline equityÂ
The fund is being run by 2 fund managers. Mr Mahesh Patil , he is the CIO of the AMC, he has more than 30 years of industry experience , of which 18 years he has been with the AMC. He has managed the fund for the last 19 years. Apart from this fund he is managing 1 other fund.Mr Dhaval Joshi , he has been in industry for 25 years now, and has been AMC for just 2 years. Apart from this fund he is managing 20 more funds at the AMC.
Canara Robeco Bluechip Equity fundÂ
The fund is being managed by 2 fund managers. Mr Shridatta Bhandwaldar, he head of equities, he has industry experience of 18 years now. He has been with the AMC for 8 years and has been managing the fund for the same time. He manages 12 more funds at the AMC.Mr Vishal Mishra, he has an industry experience of more than 21 years, with close to 4 years with AMC and managing the fund. He is managing 4 more funds.
 SBI blue chip Fund
The fund is being managed by 2 fund managers. Mr Pradeep Kesavan, he has 21 years of industry experience , he has been part of the AMC for more than 3 years no and has been managing the fund for 1 year, Apart from this fund he is managing more than 20 funds at the AMC.Mr Saurabh Pant, he has industry experience of 18 years now , and has been managing the fund for last 1 year now , he is managing 3 more funds at the AMC.
Mirae asset large cap fund
The fund is being managed by 1 fund manager, he is the Co head of equities, he has 29 years of industry experience, and has been with the AMC for 6 years now, he has been managing the fund for 6 years.He manages only 2 funds at the AMC.
DSP Top 100 Equity Fund Reg (G)
The fund is being managed by only 1 fund manager. Mr Abhishek Singh, he has 14 years of industry experience and has been managing the fund for 3 years. He manages 3 more funds.
WhiteOak Capital Large Cap Fund Reg (G)
The fund is being managed by 5 fund managers. Mr Ramesh Mantri, he has 22 years of experience in the industry and has been fund manager for 2 years with the fund. He is managing 13 more funds at the AMC.Ms Trupti Agrawal, she is 2 years in industry and has been managing the fund since then.She is managing 3 funds at the AMC. Mr Piyush Baranwal, he has close 17 years in the industry, he has been with the AMC for 3 years now and has been managing the fund since then. Mr Dheeresh Pathak, he has 18 years of industry experience he is director investments and the AMC and has been with them for 2 years. He has been managing this fund for the last 1 year now. He is managing 13 more funds apart from this fund at AMC.Mr Naitik Shah, has 4 years of industry experience, and is part of AMC close to 2 years and 1 year has been managing the fund. He is managing 7 more funds at AMC.
Invesco India Large cap Fund (G)
The fund is being managed by 2 fund managers. Amit Nigam , he has industry experience of 23 years. With the AMC he has been for 6 years now. In the current strategy he is for 4 years now. He is managing 5 funds at the AMC. Mr Hiten jain has more than 12 years of industry experience and he has been with AMC for 8 years , but managing the strategy for 1 year. Apart from this he is managing 4 funds.
Portfolio :Â Â
| Fund Name | Strategy | Top Sectors | Top Stock | Caps Allocation | No of Stocks | Portfolio Churn |
| ICICI Pru blue chip fund | Growth and momentum oriented | Financial : 28.6 Technology : 13.03 Energy & Utility : 10.9 Industrial : 9.74 | HDFC bank : 9.12 ICICI bank : 8.21 L&T : 6.50 Infosys : 4.98 Bharti Airtel : 4.4 | Large Cap : 90.28 Mid cap : 2.53 Small Cap : 0.12 Debt : 0.36 Cash : 6.71 | 67 | 27 |
| Nippon India large cap fund | Growth,momentum, quality oriented | Financials : 34.56 Technology : 12.25 Consumer staple : 10.65 Energy and utility : 10.62 | HDFC bank : 9.41 ICICI bank : 6.10 Reliance : 5.23 ITC : 5.11 Infosys : 4.48 | Large Cap : 88.31 Mid cap : 9.67 Small Cap : 0.17 Debt : 0.7 Cash : 1.15 | 71 | 35 |
| JM large cap fund | Growth and momentum | Technology : 25.91 Financial: 19.52 Consumer disc : 10.26 Healthcare : 10.17Â Materials : 9.39 | Infosys : 7.47 ICICI bank : 6.13 Bharti Airtel : 5.62 HDFC bank : 5.11 SBI : 4.87 | Large Cap : 90.37 Mid cap :5.37Â Small Cap : 3.63 Debt : 0 Cash : 0.63 | 41 | 199 |
| HDFC Large Cap fund | Growth and momentum | Financial : 32.08 Technology :15.76 Consumer disrc : 10.88 Energy & utility : 9.01 Consumer staples : 8.03 | HDFC Bank : 9.92 ICICI bank : 9.40 L&T : 5.61 Airtel : 5.26 NTPC : 5.07 | Large Cap : 96.6 Mid cap : 0 Small Cap :0 Debt : 0 Cash : 3.4 | 44 | 17 |
| Aditya birla Frontline equity | Growth and momentum | Financial : 31.07 Technology : 16.42 Consumer disc : 11.87 Energy & Utility : 8.91 Consumer staples : 7.19 Healthcare : 6.9 Materials: 5.21 | HDFC bank : 7.82 ICICI bank : 7.63 Infosys : 6.55 L& T : 4.89 Reliance : 4.55 | Large Cap: 87.83 Mid cap : 10.26 Small Cap : 0.68 Debt : 0.63 Cash : 0.6 | 85 | 32 |
| Canara Robeco Bluechip Equity fund | Growth, Momentum and Quality | Financial : 29.15 Technology : 17.99 Consumer discr : 10.25 Industriall : 9 | HDFC bank : 8.75 ICICI bank : 8.04 Infosys : 5.28 Reliance : 4.28 Airtel : 4.14 | Large Cap : 94.12 Mid cap: 1.76  Small Cap : 0 Debt : 0 Cash : 4.12 | 56 | 21 |
| SBI blue chip Fund | Growth, Momentum and Quality | Financial : 29.42 Consumer discr : 15.86 Technology : 12.61 Consumer staples : 10.70 Industriall : 8.99 | HDFC bank : 9.87 ICICI bank : 7.48 L& T : 5.37 Infosys : 5.18 ITC : 4.9 | Large Cap: 87.57 Mid cap : 9.57Â Small Cap : 0 Debt : 1.03 Cash : 1.83 | 46 | 14% |
| Mirae asset large cap fund | Growth and Quality | Financial : 34.96 Technology : 18.03 Industrial : 9.81 Materials : 9.79 Energy & Utility : 8.51 | HDFC bank : 9.81 ICICI bank : 7.34 Infosys : 6.27 Reliance : 4.47 | Large Cap : 87.45 Mid cap : 10.66 Small Cap : 1.09 Debt :Â Cash : 0.8 | 83 | 17 |
| DSP Top 100 Equity Fund Reg (G) | Growth and Momentum | Financial : 43.78 Consumer disc : 14.17 Healthcare : 10.31 Technology : 8.28 Energy : 5.67 | HDFC : 9.63 ICICI bank : 9.46 M&M : 5.76 ITC : 5.67 Bajaj Finance : 5.20 Cipla : 4.23 | Large Cap : 83.54 Mid cap : 7.73 Small Cap : 0 Debt : 0 Cash : 8.73 | 32 | 42 |
| WhiteOak Capital Large Cap Fund Reg (G) | – | Financial : 34.23 Technology : 18.78 Consumer discr :8.84 Industrial : 8.82Â | ICICI bank : 8.88 HDFC bank : 8.30 Airtel : 4.06 | Large Cap : 88 Mid cap : 5.69 Small Cap : 1.76 Debt : 5.21 Cash : -3.76 Real estate : 3.1 | 70 | 90 |
| Invesco India Large cap Fund (G) | Growth, momentum and quality | FInancial : 29.65 Technology : 15.77 Consumer disc : 15.74 Consumer staples : 9.06 Industrial :9.03 | HDFC bank : 8.80 ICICI bank : 7.84 Infosys : 4.96 TCS : 3.84 | Large Cap : 88.75 Mid cap : 6.72 Small Cap : 2.03 Debt : 0 Cash : 2.5 | 48 | 84 |
Conclusion:Â
Large cap funds have a very long history. With a lot old fund houses and new fund houses competing in the space. The sector have completely changed in the todays scenario. Funds which could do so have emerged winner the others lagged. The previous winners have lost relevance in todays context.
And the investors who are looking to invest in this category , again my advise take help of your advisor or wealth manager
You can reach us to help you design the bets fund portfolio , so that you get best results according to your need and assessment.(Â you can reach us :Â https://wa.me/message/LC5W5ZNTPSJ5L1)
Do set you asset allocation and understand which fund would suit you the best
https://wealthinn.in/asset-allocation-guideline-for-investment/
