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Equity - Large Cap Fund 2024

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Mahindra Manulife Large Cap Fund(G)-Direct Pla...
Mahindra Manulife Large Cap Fund(G)-Direct Pla...
24.32
595
16.6
15 Mar' 19
25.52
13.35
15.76
N/A
20.70
18.68
18.76
N/A
Unlock
Mirae Asset Large Cap Fund(G)-Direct Plan
Mirae Asset Large Cap Fund(G)-Direct Plan
120.01
39,555
16.7
01 Jan' 13
22.06
12.32
15.06
14.52
17.67
16.29
15.50
16.18
Unlock
Canara Rob Bluechip Equity Fund(G)-Direct Plan
Canara Rob Bluechip Equity Fund(G)-Direct Plan
69.14
14,824
15.7
01 Jan' 13
28.44
14.4
17.87
15.29
17.21
15.45
15.37
15.37
Unlock
Edelweiss Large Cap Fund(G)-Direct Plan
Edelweiss Large Cap Fund(G)-Direct Plan
91.79
1,100
15.5
07 Jan' 13
24.67
15.51
16.99
14.33
17.11
14.81
14.23
14.70
Unlock
ICICI Pru Bluechip Fund(G)-Direct Plan
ICICI Pru Bluechip Fund(G)-Direct Plan
113.52
63,938
16.3
01 Jan' 13
28.5
18.34
19.21
15.59
17.73
15.46
14.43
15.31
Unlock
ICICI Pru Bluechip Fund(G)
ICICI Pru Bluechip Fund(G)
103.71
63,938
15.1
23 May' 08
28.5
18.34
19.21
15.59
16.84
15.24
13.93
14.33
Unlock
Baroda BNP Paribas Large Cap Fund(G)-Direct Pl...
Baroda BNP Paribas Large Cap Fund(G)-Direct Pl...
248.14
2,403
16.5
02 Jan' 13
31.73
17.05
17.77
14.24
17.75
15.13
14.42
15.01
Unlock
Invesco India Largecap Fund(G)-Direct Plan
Invesco India Largecap Fund(G)-Direct Plan
79.76
1,317
16.3
01 Jan' 13
32.99
15.34
18.14
14.3
17.59
15.04
14.24
14.93
Unlock
Kotak Bluechip Fund(G)-Direct Plan
Kotak Bluechip Fund(G)-Direct Plan
624.47
9,498
15.5
01 Jan' 13
27.14
14.8
17.33
14.02
17.22
14.97
14.21
14.85
Unlock
Canara Rob Bluechip Equity Fund-Reg(G)
Canara Rob Bluechip Equity Fund-Reg(G)
60.25
14,824
13.3
20 Aug' 10
28.44
14.4
17.87
15.29
15.78
14.43
13.55
13.44
Unlock
UTI Large Cap Fund(G)-Direct Plan
UTI Large Cap Fund(G)-Direct Plan
288.48
12,860
14.3
01 Jan' 13
20.83
11.17
15.9
13.14
15.70
13.85
13.33
13.74
Unlock
Mahindra Manulife Large Cap Fund-Reg(G)
Mahindra Manulife Large Cap Fund-Reg(G)
21.88
595
14.5
15 Mar' 19
25.52
13.35
15.76
N/A
18.55
16.54
16.62
N/A
Unlock
Mirae Asset Large Cap Fund-Reg(G)
Mirae Asset Large Cap Fund-Reg(G)
107.06
39,555
15.2
04 Apr' 08
22.06
12.32
15.06
14.52
16.56
16.30
15.45
16.19
Unlock
Nippon India Large Cap Fund(G)-Direct Plan
Nippon India Large Cap Fund(G)-Direct Plan
95.84
35,313
17
01 Jan' 13
30.04
21.36
19.76
15.63
19.22
16.18
14.58
15.91
Unlock
Nippon India Large Cap Fund(G)
Nippon India Large Cap Fund(G)
86.34
35,313
13.2
08 Aug' 07
30.04
21.36
19.76
15.63
18.15
16.07
14.12
13.67
Unlock
SBI BlueChip Fund-Reg(G)
SBI BlueChip Fund-Reg(G)
87.87
50,502
12.2
20 Jan' 06
22.27
14.34
16.69
13.66
16.05
15.40
14.14
13.29
Unlock
SBI BlueChip Fund(G)-Direct Plan
SBI BlueChip Fund(G)-Direct Plan
96.95
50,502
15.8
01 Jan' 13
22.27
14.34
16.69
13.66
17.05
15.21
13.98
15.03
Unlock
Baroda BNP Paribas Large Cap Fund-Reg(G)
Baroda BNP Paribas Large Cap Fund-Reg(G)
216.60
2,403
16.4
23 Sep' 04
31.73
17.05
17.77
14.24
16.39
14.94
13.97
12.87
Unlock
Aditya Birla SL Frontline Equity Fund(G)
Aditya Birla SL Frontline Equity Fund(G)
500.58
29,323
19.2
30 Aug' 02
26.55
15.1
17.03
13.82
15.55
14.55
13.31
13.74
Unlock
Aditya Birla SL Frontline Equity (Trigger Faci...
Aditya Birla SL Frontline Equity (Trigger Faci...
500.58
29,323
19.2
23 Sep' 02
26.55
15.1
17.03
13.82
15.55
14.55
13.31
13.74
Unlock
Axis Bluechip Fund(G)-Direct Plan
Axis Bluechip Fund(G)-Direct Plan
66.55
33,547
15.2
01 Jan' 13
22.79
8.8
13.21
13.41
15.82
14.50
14.90
14.46
Unlock
Aditya Birla SL Frontline Equity Fund(G)-Direc...
Aditya Birla SL Frontline Equity Fund(G)-Direc...
551.08
29,323
15.3
01 Jan' 13
26.55
15.1
17.03
13.82
16.49
14.37
13.17
14.20
Unlock
Edelweiss Large Cap Fund-Reg(G)
Edelweiss Large Cap Fund-Reg(G)
80.66
1,100
14.3
20 May' 09
24.67
15.51
16.99
14.33
15.75
14.36
13.30
12.89
Unlock
Kotak Bluechip Fund(G)
Kotak Bluechip Fund(G)
546.43
9,498
19
04 Feb' 03
27.14
14.8
17.33
14.02
15.84
14.34
12.96
12.20
Unlock
HDFC Top 100 Fund(G)-Direct Plan
HDFC Top 100 Fund(G)-Direct Plan
1190.55
36,587
14.9
31 Dec' 12
24.03
18.68
17.35
14.5
16.67
14.30
13.03
14.09
Unlock
HDFC Top 100 Fund(G)
HDFC Top 100 Fund(G)
1104.72
36,587
18.9
03 Sep' 96
24.03
18.68
17.35
14.5
15.94
14.17
12.41
12.94
Unlock
Union Largecap Fund(G)-Direct Plan
Union Largecap Fund(G)-Direct Plan
24.18
438
12.3
11 May' 17
21.2
11.78
15.46
N/A
14.65
14.14
13.31
N/A
Unlock
Axis Bluechip Fund-Reg(G)
Axis Bluechip Fund-Reg(G)
58.15
33,547
12.5
05 Jan' 10
22.79
8.8
13.21
13.41
14.49
14.12
13.60
13.41
Unlock
Invesco India Largecap Fund(G)
Invesco India Largecap Fund(G)
67.00
1,317
13.2
21 Aug' 09
32.99
15.34
18.14
14.3
15.79
14.11
12.75
12.28
Unlock
Tata Large Cap Fund(G)-Direct Plan
Tata Large Cap Fund(G)-Direct Plan
549.56
2,436
14.5
01 Jan' 13
25.76
14.78
16.35
13.25
16.23
13.88
12.88
13.73
Unlock
UTI Large Cap Fund-Reg(G)
UTI Large Cap Fund-Reg(G)
264.39
12,860
13.4
03 Aug' 05
20.83
11.17
15.9
13.14
14.81
13.73
12.55
12.10
Unlock
HSBC Large Cap Fund(G)-Direct Plan
HSBC Large Cap Fund(G)-Direct Plan
519.52
1,946
14.1
01 Jan' 13
27.69
15.52
16.24
14.28
15.53
13.53
12.94
13.43
Unlock
Union Largecap Fund-Reg(G)
Union Largecap Fund-Reg(G)
22.89
438
11.5
11 May' 17
21.2
11.78
15.46
N/A
13.90
13.41
12.59
N/A
Unlock
PGIM India Large Cap Fund(G)-Direct Plan
PGIM India Large Cap Fund(G)-Direct Plan
381.25
594
14.2
01 Jan' 13
18.3
10.99
13.1
11.56
15.07
13.34
12.66
13.24
Unlock
Bandhan Large Cap Fund(G)-Direct Plan
Bandhan Large Cap Fund(G)-Direct Plan
84.05
1,760
14.2
01 Jan' 13
30.59
14.8
17.38
14.27
15.43
13.27
12.80
13.17
Unlock
Groww Largecap Fund(G)-Direct Plan
Groww Largecap Fund(G)-Direct Plan
49.02
127
13.5
01 Jan' 13
26.54
14.19
13.58
12.57
15.43
13.26
12.51
13.17
Unlock
Tata Large Cap Fund-Reg(G)
Tata Large Cap Fund-Reg(G)
481.69
2,436
19.1
07 May' 98
25.76
14.78
16.35
13.25
14.89
13.24
11.87
11.84
Unlock
JM Large Cap Fund(G)-Direct Plan
JM Large Cap Fund(G)-Direct Plan
174.11
495
14
01 Jan' 13
30.72
17.69
18.32
12.97
15.78
12.98
12.17
12.86
Unlock
HSBC Large Cap Fund(G)
HSBC Large Cap Fund(G)
470.28
1,946
19.1
10 Dec' 02
27.69
15.52
16.24
14.28
14.57
12.91
11.52
10.68
Unlock
LIC MF Large Cap Fund(G)-Direct Plan
LIC MF Large Cap Fund(G)-Direct Plan
60.89
1,474
13.5
01 Jan' 13
25.03
10.8
13.89
12.15
14.61
12.85
12.44
12.77
Unlock
Franklin India Bluechip Fund(G)-Direct Plan
Franklin India Bluechip Fund(G)-Direct Plan
1081.98
7,847
13.5
01 Jan' 13
26.8
12.58
16.08
12.39
15.21
12.82
11.75
12.65
Unlock
PGIM India Large Cap Fund(G)
PGIM India Large Cap Fund(G)
324.18
594
17.2
30 Jan' 03
18.3
10.99
13.1
11.56
13.44
12.77
11.55
11.16
Unlock
Franklin India Bluechip Fund(G)
Franklin India Bluechip Fund(G)
981.50
7,847
19.2
01 Dec' 93
26.8
12.58
16.08
12.39
14.26
12.59
11.44
11.84
Unlock
JM Large Cap Fund-Reg(G)
JM Large Cap Fund-Reg(G)
153.61
495
9.6
01 Apr' 95
30.72
17.69
18.32
12.97
14.54
12.53
10.79
8.67
Unlock
LIC MF Large Cap Fund-Reg(G)
LIC MF Large Cap Fund-Reg(G)
53.92
1,474
10.5
31 Mar' 98
25.03
10.8
13.89
12.15
13.38
12.49
11.33
10.58
Unlock
Bandhan Large Cap Fund-Reg(G)
Bandhan Large Cap Fund-Reg(G)
73.66
1,760
11.4
09 Jun' 06
30.59
14.8
17.38
14.27
14.08
12.35
11.19
10.36
Unlock
DSP Top 100 Equity Fund(G)-Direct Plan
DSP Top 100 Equity Fund(G)-Direct Plan
486.25
4,530
13.1
31 Dec' 12
30.45
17.43
15.31
12.89
14.60
12.01
11.20
11.89
Unlock
Groww Largecap Fund-Reg(G)
Groww Largecap Fund-Reg(G)
41.19
127
11.6
10 Feb' 12
26.54
14.19
13.58
12.57
13.70
11.86
11.17
11.58
Unlock
DSP Top 100 Equity Fund-Reg(G)
DSP Top 100 Equity Fund-Reg(G)
447.22
4,530
19.1
10 Mar' 03
30.45
17.43
15.31
12.89
13.78
11.80
10.71
11.16
Unlock
Taurus Large Cap Fund-Reg(G)
Taurus Large Cap Fund-Reg(G)
153.83
50
11
28 Feb' 95
29.04
16.18
15.27
10.91
12.93
10.90
9.31
8.41
Unlock
Taurus Large Cap Fund(G)-Direct Plan
Taurus Large Cap Fund(G)-Direct Plan
162.57
50
11.5
01 Jan' 13
29.04
16.18
15.27
10.91
13.48
10.77
9.67
10.62
Unlock
ITI Large Cap Fund(G)-Direct Plan
ITI Large Cap Fund(G)-Direct Plan
18.87
377
17.2
24 Dec' 20
26.15
13.14
N/A
N/A
18.34
17.14
N/A
N/A
Unlock
Sundaram Large Cap Fund(G)-Direct Plan
Sundaram Large Cap Fund(G)-Direct Plan
22.00
3,452
20.6
08 Oct' 20
20.74
12.86
N/A
N/A
18.86
17.15
N/A
N/A
Unlock
Bank of India Bluechip Fund(G)-Direct Plan
Bank of India Bluechip Fund(G)-Direct Plan
16.58
197
15.6
29 Jun' 21
26.18
14.09
N/A
N/A
19.75
16.50
N/A
N/A
Unlock
Sundaram Large Cap Fund-Reg(G)
Sundaram Large Cap Fund-Reg(G)
20.64
3,452
18.8
08 Oct' 20
20.74
12.86
N/A
N/A
17.11
15.44
N/A
N/A
Unlock
Bank of India Bluechip Fund-Reg(G)
Bank of India Bluechip Fund-Reg(G)
15.89
197
14.2
29 Jun' 21
26.18
14.09
N/A
N/A
18.39
15.14
N/A
N/A
Unlock
ITI Large Cap Fund-Reg(G)
ITI Large Cap Fund-Reg(G)
17.35
377
14.8
24 Dec' 20
26.15
13.14
N/A
N/A
15.91
14.72
N/A
N/A
Unlock
WOC Large Cap Fund(G)-Direct Plan
WOC Large Cap Fund(G)-Direct Plan
14.77
661
20.9
01 Dec' 22
32.84
N/A
N/A
N/A
35.86
N/A
N/A
N/A
Unlock
Bajaj Finserv Large Cap Fund-Reg(G)
Bajaj Finserv Large Cap Fund-Reg(G)
9.56
1,294
-12.5
20 Aug' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
Bajaj Finserv Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
9.61
1,294
-11.1
20 Aug' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
Quant Large Cap Fund(G)-Direct Plan
Quant Large Cap Fund(G)-Direct Plan
15.06
2,543
18.9
10 Aug' 22
30.47
N/A
N/A
N/A
36.46
N/A
N/A
N/A
Unlock
Quant Large Cap Fund-Reg(G)
Quant Large Cap Fund-Reg(G)
14.49
2,543
17
10 Aug' 22
30.47
N/A
N/A
N/A
34.32
N/A
N/A
N/A
Unlock
WOC Large Cap Fund-Reg(G)
WOC Large Cap Fund-Reg(G)
14.27
661
18.9
01 Dec' 22
32.84
N/A
N/A
N/A
33.60
N/A
N/A
N/A
Unlock
Motilal Oswal Large Cap Fund-Reg(G)
Motilal Oswal Large Cap Fund-Reg(G)
12.95
1,422
34.4
06 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
Motilal Oswal Large Cap Fund(G)-Direct Plan
Motilal Oswal Large Cap Fund(G)-Direct Plan
13.11
1,422
36.3
06 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
*Based on the Fund's Ranking within its Category
Great Decisions Ensure Success
Categories: Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds
Fund House (AMC): Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T
Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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