Warm Greeting To Our Readers!
Large-Cap Funds are a subcategory of the Equity Mutual Fund category. These funds invest in companies with big market capitalization, that is the big companies in the market.
Large-cap funds are taken as the safe option among its peer members, that are, small-cap, mid-cap, and multi-cap funds, because they offer good returns, with the benefit of less volatile to market fluctuations.
These funds are suitable for investors who want more returns but are low risk or investors who are new to investing or have low experience of investing in mutual funds. The investment strategy used by the fund’s managers of large-cap funds makes it a suitable option for conservative equity investors.
Below we are discussing some of the BEST LARGE-CAP MUTUAL FUNDS, we have picked up for your assistance. You can consider investing in them this March 2022!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Kotak Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 96.03% investment in Indian stocks of which 69.87% is in large-cap stocks, 9.49% is in mid-cap stocks, 4.71% in small-cap stocks.
The fund size of the scheme is around Rs 3,762 crores and it charges a total expense ratio of around 2.08%. 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 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. There is no assurance that the investment objective of the Scheme will be achieved.
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– Growth
A large-cap category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 98.74% investment in Indian stocks of which 68.98% is in large-cap stocks, 12.4% is in mid-cap stocks, 3.46% in small-cap stocks.
The fund size of the scheme is around Rs 30,349 crores and it charges a total expense ratio of around 1.59%. 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 investment objective of the scheme is to generate long-term capital appreciation by capitalizing on potential investment opportunities by predominantly investing in equities 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.
ICICI Prudential Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 94.28% investment in Indian stocks of which 79.61% is in large-cap stocks, 5.71% is in mid-cap stocks, 0.41% in small-cap stocks.
The fund has 0.43% investment in Debt of which 0.43% is in Government securities.
The fund size of the scheme is around Rs 30,388 crores and it charges a total expense ratio of around 1.72%. 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 investment objective of the Scheme is to generate long-term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity-related securities 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.
Axis Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 92.6% investment in Indian stocks of which 79.97% is in large-cap stocks, 2.46% is in mid-cap stocks.
The fund size of the scheme is around Rs 34,069 crores and it charges a total expense ratio of around 1.7%. 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 investment objective of the Scheme 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
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.
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).
_____________________________________________________________________________________