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Large-Cap Equity Mutual Fund Schemes, a type of open-ended equity scheme, that invests a minimum of 80% of its assets, in top 100 companies in terms of market capitalization. These funds are also called Bluechip Funds.
These funds help their investors, maintain a stable portfolio, as these are less volatile and risky than compared to peer members of its category. However, their yield is a bit low compared to other members in the category.
Investors typically cautious towards taking risks, but at the same time want to invest for long and create big corpus are suggested to consider their investment in large-cap funds. The investment strategy used by large-cap mutual fund managers makes it an ideal investment option for conservative equity investors.
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!
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Kotak Bluechip Fund (G)
A large-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 95.91% investment in Indian stocks, out of which 65.59% is in large-cap stocks, 12.07% is in mid-cap stocks, 4.13% in small-cap stocks.
The fund size of the scheme is around Rs 2,804 crores and it charges a total expense ratio of around 2.1%. The fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The prime objective of the fund is to generate capital appreciation from a portfolio of predominantly equity and equity-related securities falling under the category of large Cap companies.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
Mirae Asset Large Cap Fund Reg (G)
A large-cap category equity mutual fund run and managed by Mirae Asset Mutual Fund House. The Fund has 97.83% investment in Indian stocks, out of which 69.64% is in large-cap stocks, 12.46% is in mid-cap stocks, 3.53% in small-cap stocks.
Fund also has bit exposure to debt that is around 0.01% investment in Debt, out of which, 0.01% in funds invested in very low-risk securities.
The NAV of the fund is ₹ 73, and the fund size of the fund is around Rs 26,747 crores. It has a total expense ratio of around 1.59%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
These funds are best recommended to investors, who are looking to invest money for at least 5 years or more and looking for high returns. Investors must also be prepared for moderate losses or volatility in their investments.
Nippon India Large Cap Fund (G)
A large-cap category equity mutual fund, run and managed by Nippon India Mutual Fund. The fund has 99.27% investment in Indian stocks, out of which 77.01% is in large-cap stocks, 9.85% is in mid-cap stocks, 2.45% in small-cap stocks.
The NAV of the fund is ₹ 45, and the fund size of the fund is around Rs 10,482 crores. It has a total expense ratio of around 1.94%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The primary objective of the scheme is to seek to generate long-term capital appreciation by investing predominantly into equity and equity-related instruments of large-cap companies. While the secondary objective is to generate consistent returns by investing in debt, money market securities, REITs, and InvITs.
The fund is most recommended to investors who are looking to invest money for at least 5 years or more and looking for high returns.
Axis Bluechip Fund (G)
A large-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 94.76% investment in Indian stocks, out of which 82.36% is in large-cap stocks, 1.8% is in mid-cap stocks.
The NAV of the fund is ₹ 43, and the fund size of the fund is around Rs 10,482 crores. It has a total expense ratio of around 1.94%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to achieve long-term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity-related securities of Large Cap companies including derivatives.
The fund is recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
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).