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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
Mirae Asset Large Cap Fund-Reg(G)
Mirae Asset Large Cap Fund-Reg(G)
107.30
39,337
15.3
04 Apr' 08
27.56
10.69
15.25
14.41
16.94
16.45
15.48
16.21
Unlock
Mirae Asset Large Cap Fund(G)-Direct Plan
Mirae Asset Large Cap Fund(G)-Direct Plan
120.19
39,337
16.9
01 Jan' 13
27.56
10.69
15.25
14.41
18.05
16.33
15.50
16.20
Unlock
Canara Rob Bluechip Equity Fund(G)-Direct Plan
Canara Rob Bluechip Equity Fund(G)-Direct Plan
69.17
14,581
15.8
01 Jan' 13
33.61
12.75
17.94
15.03
17.40
15.45
15.33
15.33
Unlock
ICICI Pru Bluechip Fund(G)-Direct Plan
ICICI Pru Bluechip Fund(G)-Direct Plan
114.66
63,670
16.5
01 Jan' 13
36.88
17.19
19.58
15.62
17.98
15.43
14.37
15.28
Unlock
Invesco India Largecap Fund(G)-Direct Plan
Invesco India Largecap Fund(G)-Direct Plan
79.34
1,255
16.4
01 Jan' 13
38.46
13.75
18.12
13.97
17.78
15.03
14.18
14.90
Unlock
Edelweiss Large Cap Fund(G)-Direct Plan
Edelweiss Large Cap Fund(G)-Direct Plan
92.44
1,081
15.7
07 Jan' 13
32.85
14.53
17.35
14.22
17.34
14.79
14.18
14.67
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ICICI Pru Bluechip Fund(G)
ICICI Pru Bluechip Fund(G)
104.79
63,670
15.3
23 May' 08
36.88
17.19
19.58
15.62
17.09
15.31
13.92
14.32
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Baroda BNP Paribas Large Cap Fund(G)-Direct Pl...
Baroda BNP Paribas Large Cap Fund(G)-Direct Pl...
247.28
2,349
16.6
02 Jan' 13
39.07
15.58
17.95
14.19
18.00
15.10
14.36
15.00
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Kotak Bluechip Fund(G)-Direct Plan
Kotak Bluechip Fund(G)-Direct Plan
625.45
9,327
15.6
01 Jan' 13
33.42
13.09
17.51
13.8
17.46
14.97
14.16
14.83
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Axis Bluechip Fund(G)-Direct Plan
Axis Bluechip Fund(G)-Direct Plan
66.38
33,236
15.3
01 Jan' 13
27.75
7.21
13.05
13.21
16.09
14.55
14.91
14.46
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Canara Rob Bluechip Equity Fund-Reg(G)
Canara Rob Bluechip Equity Fund-Reg(G)
60.33
14,581
13.4
20 Aug' 10
33.61
12.75
17.94
15.03
15.97
14.50
13.52
13.41
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Edelweiss Large Cap Fund-Reg(G)
Edelweiss Large Cap Fund-Reg(G)
81.33
1,081
14.5
20 May' 09
32.85
14.53
17.35
14.22
15.99
14.45
13.28
12.88
Unlock
Axis Bluechip Fund-Reg(G)
Axis Bluechip Fund-Reg(G)
58.04
33,236
12.5
05 Jan' 10
27.75
7.21
13.05
13.21
14.76
14.28
13.61
13.41
Unlock
HSBC Large Cap Fund(G)-Direct Plan
HSBC Large Cap Fund(G)-Direct Plan
517.97
1,928
14.2
01 Jan' 13
35.4
13.65
16.55
14.08
15.71
13.51
12.88
13.38
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Nippon India Large Cap Fund(G)-Direct Plan
Nippon India Large Cap Fund(G)-Direct Plan
95.43
34,105
17.1
01 Jan' 13
36.28
19.86
19.93
15.64
19.60
16.13
14.51
15.88
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Nippon India Large Cap Fund(G)
Nippon India Large Cap Fund(G)
86.03
34,105
13.2
08 Aug' 07
36.28
19.86
19.93
15.64
18.53
16.14
14.09
13.65
Unlock
SBI BlueChip Fund-Reg(G)
SBI BlueChip Fund-Reg(G)
88.31
50,447
12.2
20 Jan' 06
29.01
13.13
16.79
13.69
16.37
15.52
14.12
13.29
Unlock
SBI BlueChip Fund(G)-Direct Plan
SBI BlueChip Fund(G)-Direct Plan
97.39
50,447
16
01 Jan' 13
29.01
13.13
16.79
13.69
17.37
15.21
13.94
15.05
Unlock
Baroda BNP Paribas Large Cap Fund-Reg(G)
Baroda BNP Paribas Large Cap Fund-Reg(G)
216.04
2,349
16.4
23 Sep' 04
39.07
15.58
17.95
14.19
16.63
15.02
13.96
12.87
Unlock
Aditya Birla SL Frontline Equity Fund(G)
Aditya Birla SL Frontline Equity Fund(G)
502.87
29,395
19.2
30 Aug' 02
33.51
13.84
17.52
13.73
15.84
14.66
13.31
13.79
Unlock
Aditya Birla SL Frontline Equity (Trigger Faci...
Aditya Birla SL Frontline Equity (Trigger Faci...
502.87
29,395
19.3
23 Sep' 02
33.51
13.84
17.52
13.73
15.84
14.66
13.31
13.79
Unlock
Kotak Bluechip Fund(G)
Kotak Bluechip Fund(G)
547.77
9,327
19.1
04 Feb' 03
33.42
13.09
17.51
13.8
16.08
14.41
12.92
12.22
Unlock
Aditya Birla SL Frontline Equity Fund(G)-Direc...
Aditya Birla SL Frontline Equity Fund(G)-Direc...
553.33
29,395
15.4
01 Jan' 13
33.51
13.84
17.52
13.73
16.78
14.37
13.11
14.19
Unlock
HDFC Top 100 Fund(G)-Direct Plan
HDFC Top 100 Fund(G)-Direct Plan
1189.36
36,467
15
31 Dec' 12
32.53
17.17
17.68
14.62
17.02
14.26
12.97
14.05
Unlock
HDFC Top 100 Fund(G)
HDFC Top 100 Fund(G)
1104.11
36,467
19
03 Sep' 96
32.53
17.17
17.68
14.62
16.29
14.23
12.39
12.98
Unlock
Invesco India Largecap Fund(G)
Invesco India Largecap Fund(G)
66.71
1,255
13.2
21 Aug' 09
38.46
13.75
18.12
13.97
15.99
14.18
12.71
12.25
Unlock
Union Largecap Fund(G)-Direct Plan
Union Largecap Fund(G)-Direct Plan
24.07
433
12.3
11 May' 17
28.01
10.51
15.6
N/A
14.65
14.17
13.22
N/A
Unlock
UTI Large Cap Fund(G)-Direct Plan
UTI Large Cap Fund(G)-Direct Plan
286.64
12,842
14.4
01 Jan' 13
26.9
10.02
16.06
12.93
15.99
13.87
13.28
13.73
Unlock
Tata Large Cap Fund(G)-Direct Plan
Tata Large Cap Fund(G)-Direct Plan
548.65
2,415
14.6
01 Jan' 13
34.14
13.43
16.5
13.17
16.44
13.87
12.82
13.71
Unlock
UTI Large Cap Fund-Reg(G)
UTI Large Cap Fund-Reg(G)
262.87
12,842
13.4
03 Aug' 05
26.9
10.02
16.06
12.93
15.10
13.83
12.53
12.11
Unlock
Union Largecap Fund-Reg(G)
Union Largecap Fund-Reg(G)
22.80
433
11.6
11 May' 17
28.01
10.51
15.6
N/A
13.90
13.45
12.50
N/A
Unlock
PGIM India Large Cap Fund(G)-Direct Plan
PGIM India Large Cap Fund(G)-Direct Plan
380.17
587
14.2
01 Jan' 13
23.45
9.46
13.15
11.22
15.39
13.36
12.64
13.24
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Tata Large Cap Fund-Reg(G)
Tata Large Cap Fund-Reg(G)
481.27
2,415
19.2
07 May' 98
34.14
13.43
16.5
13.17
15.10
13.30
11.84
11.86
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Bandhan Large Cap Fund(G)-Direct Plan
Bandhan Large Cap Fund(G)-Direct Plan
84.15
1,697
14.3
01 Jan' 13
38.93
13.74
17.39
13.99
15.58
13.25
12.73
13.10
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Groww Largecap Fund(G)-Direct Plan
Groww Largecap Fund(G)-Direct Plan
49.43
126
13.7
01 Jan' 13
33.06
12.31
13.71
12.3
15.57
13.24
12.48
13.14
Unlock
HSBC Large Cap Fund(G)
HSBC Large Cap Fund(G)
469.21
1,928
19.1
10 Dec' 02
35.4
13.65
16.55
14.08
14.75
12.96
11.47
10.67
Unlock
JM Large Cap Fund(G)-Direct Plan
JM Large Cap Fund(G)-Direct Plan
175.26
457
14.2
01 Jan' 13
38.73
16.67
18.51
12.78
16.04
12.94
12.09
12.82
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PGIM India Large Cap Fund(G)
PGIM India Large Cap Fund(G)
323.64
587
17.3
30 Jan' 03
23.45
9.46
13.15
11.22
13.76
12.87
11.54
11.19
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LIC MF Large Cap Fund(G)-Direct Plan
LIC MF Large Cap Fund(G)-Direct Plan
60.45
1,467
13.5
01 Jan' 13
31.02
9.39
13.97
11.77
14.85
12.86
12.41
12.74
Unlock
Franklin India Bluechip Fund(G)-Direct Plan
Franklin India Bluechip Fund(G)-Direct Plan
1091.16
7,789
13.6
01 Jan' 13
31.98
10.85
16.5
12.08
15.43
12.82
11.68
12.63
Unlock
Franklin India Bluechip Fund(G)
Franklin India Bluechip Fund(G)
990.40
7,789
19.3
01 Dec' 93
31.98
10.85
16.5
12.08
14.48
12.67
11.42
11.87
Unlock
LIC MF Large Cap Fund-Reg(G)
LIC MF Large Cap Fund-Reg(G)
53.58
1,467
10.5
31 Mar' 98
31.02
9.39
13.97
11.77
13.62
12.59
11.32
10.58
Unlock
JM Large Cap Fund-Reg(G)
JM Large Cap Fund-Reg(G)
154.83
457
9.7
01 Apr' 95
38.73
16.67
18.51
12.78
14.81
12.58
10.72
8.64
Unlock
Bandhan Large Cap Fund-Reg(G)
Bandhan Large Cap Fund-Reg(G)
73.82
1,697
11.4
09 Jun' 06
38.93
13.74
17.39
13.99
14.23
12.41
11.14
10.32
Unlock
DSP Top 100 Equity Fund(G)-Direct Plan
DSP Top 100 Equity Fund(G)-Direct Plan
493.06
4,470
13.3
31 Dec' 12
39.53
15.74
15.72
13
14.80
11.97
11.15
11.85
Unlock
DSP Top 100 Equity Fund-Reg(G)
DSP Top 100 Equity Fund-Reg(G)
453.77
4,470
19.2
10 Mar' 03
39.53
15.74
15.72
13
13.98
11.85
10.69
11.20
Unlock
Groww Largecap Fund-Reg(G)
Groww Largecap Fund-Reg(G)
41.58
126
11.8
10 Feb' 12
33.06
12.31
13.71
12.3
13.85
11.84
11.15
11.57
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Taurus Large Cap Fund-Reg(G)
Taurus Large Cap Fund-Reg(G)
154.09
50
11
28 Feb' 95
37.35
14.21
15.17
10.73
13.15
10.91
9.27
8.41
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Taurus Large Cap Fund(G)-Direct Plan
Taurus Large Cap Fund(G)-Direct Plan
162.82
50
11.6
01 Jan' 13
37.35
14.21
15.17
10.73
13.70
10.72
9.61
10.60
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Mahindra Manulife Large Cap Fund(G)-Direct Pla...
Mahindra Manulife Large Cap Fund(G)-Direct Pla...
24.52
577
17.1
15 Mar' 19
31.25
11.7
15.6
N/A
20.77
18.81
18.88
N/A
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Sundaram Large Cap Fund(G)-Direct Plan
Sundaram Large Cap Fund(G)-Direct Plan
22.04
3,453
21.1
08 Oct' 20
26.93
11.71
N/A
N/A
19.01
17.40
N/A
N/A
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ITI Large Cap Fund(G)-Direct Plan
ITI Large Cap Fund(G)-Direct Plan
18.69
360
17.3
24 Dec' 20
32.25
11.39
N/A
N/A
18.32
17.29
N/A
N/A
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Mahindra Manulife Large Cap Fund-Reg(G)
Mahindra Manulife Large Cap Fund-Reg(G)
22.10
577
14.9
15 Mar' 19
31.25
11.7
15.6
N/A
18.61
16.66
16.74
N/A
Unlock
Bank of India Bluechip Fund(G)-Direct Plan
Bank of India Bluechip Fund(G)-Direct Plan
16.45
192
15.7
29 Jun' 21
35.56
12.58
N/A
N/A
19.80
16.76
N/A
N/A
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Sundaram Large Cap Fund-Reg(G)
Sundaram Large Cap Fund-Reg(G)
20.70
3,453
19.3
08 Oct' 20
26.93
11.71
N/A
N/A
17.25
15.68
N/A
N/A
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Bank of India Bluechip Fund-Reg(G)
Bank of India Bluechip Fund-Reg(G)
15.78
192
14.3
29 Jun' 21
35.56
12.58
N/A
N/A
18.45
15.39
N/A
N/A
Unlock
ITI Large Cap Fund-Reg(G)
ITI Large Cap Fund-Reg(G)
17.21
360
14.9
24 Dec' 20
32.25
11.39
N/A
N/A
15.88
14.86
N/A
N/A
Unlock
WOC Large Cap Fund(G)-Direct Plan
WOC Large Cap Fund(G)-Direct Plan
14.60
635
21.1
01 Dec' 22
38.45
N/A
N/A
N/A
36.69
N/A
N/A
N/A
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WOC Large Cap Fund-Reg(G)
WOC Large Cap Fund-Reg(G)
14.12
635
19
01 Dec' 22
38.45
N/A
N/A
N/A
34.42
N/A
N/A
N/A
Unlock
Quant Large Cap Fund(G)-Direct Plan
Quant Large Cap Fund(G)-Direct Plan
15.22
2,500
20.1
10 Aug' 22
42.09
N/A
N/A
N/A
37.63
N/A
N/A
N/A
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Quant Large Cap Fund-Reg(G)
Quant Large Cap Fund-Reg(G)
14.66
2,500
18.2
10 Aug' 22
42.09
N/A
N/A
N/A
35.46
N/A
N/A
N/A
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Motilal Oswal Large Cap Fund-Reg(G)
Motilal Oswal Large Cap Fund-Reg(G)
12.58
1,282
33.4
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
12.71
1,282
35.1
06 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Bajaj Finserv Large Cap Fund-Reg(G)
Bajaj Finserv Large Cap Fund-Reg(G)
9.68
1,217
-11.8
20 Aug' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Bajaj Finserv Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
9.72
1,217
-10.3
20 Aug' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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*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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