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Large-Cap Equity Funds give investors both, wealth creation in long-term and stability as the fund mostly invests in companies with big market capitalization.
These are mostly the top 100 companies that maintain a proficient and consistent performance during the market fluctuations and thus give stability to the investors in their investment even at market lows.
Large-cap equity mutual funds are less risky than compared to their counterparts in the equity category and are most suitable for new investors looking for long-term investment.
If you are in search of such kind of investment then stop a bit here and have a look at the BEST LARGE-CAP FUNDS that we have listed below, for your assistance! You can plan to invest in these funds this December 2021.
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IDBI India Top 100 Equity Fund - Growth
It is a large-cap category mutual fund run and managed by IDBI Mutual Fund House. This fund has been rated number one by Crisil in the large-cap category.
The fund has 98.87% investment in Indian stocks of which 70.04% is in large-cap stocks, 11.44% is in mid-cap stocks, 4.74% in small-cap stocks. Fund also has 0.02% investment in Debt of which, 0.02% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs. 553 crores and it charges a total expense ratio of around 2.65%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The minimum investment needed is Rs 1,000 to commence a SIP. IDBI India Top Equity Fund has stocks like HDFC Bank, Reliance Industries, ICICI Bank, and Infosys in its portfolio.
The 3-year returns from the fund have been 19.77% on an annualized basis, while the 5-year returns have been 14.67% on an annualized basis.
Kotak Bluechip Fund – Growth
It is a large-cap category mutual fund run and managed by Kotak Mahindra Mutual Fund House. This fund also has been rated number one by Crisil in the large-cap category.
The fund has 95.68% investment in Indian stocks of which 68.02% is in large-cap stocks, 10.14% is in mid-cap stocks, 5.31% in small-cap stocks.
The fund size of the scheme is around Rs. 3456 crores and it charges a total expense ratio of around 2.09%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
IDBI India Top Equity Fund has stocks like HDFC Bank, Infosys, Reliance Industries, ICICI Bank, etc. in the portfolio.
The fund has generated returns of 19.52% in the last 3-years and 15.83% in the last 5-years. Investors have the option to also invest through the SIP route in the Kotak Bluechip Fund, which is a better option.
Axis Bluechip Fund – Growth
It is a large-cap category mutual fund run and managed by Axis Mutual Fund House. This fund has been rated 5-star by Morningstar as well as Value Research.
The fund has 96.73% investment in Indian stocks of which 82.63% is in large-cap stocks, 2.34% is in mid-cap stocks.
The fund size of the scheme is around Rs. 33,966 crores and it charges a total expense ratio of around 1.64%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
This fund has been a consistent performer from the large-cap space. The portfolio includes names like Bajaj Finance, ICICI Bank, HDFC Bank, etc.
This fund makes sense for those who are long-term investors. However, since the stock markets have had a prolific rally over the last 1-year, the returns are massive over the last 1 and three years.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at- [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).