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Large-Cap Equity Mutual Funds are schemes that invest in equity and equity-related instruments of various companies. These funds are comparatively less volatile than other members of its group: Small-cap Funds, Mid-cap Funds, and more.
Basically, these funds invest in the top 100 companies in terms of market capitalization. These companies generally have a market capitalization greater than Rs 10,000 crores.
Investors who seek to invest for the long-term but do not want to take high risks are suggested to invest in large-cap funds. These funds are also popular as Blue-chip Funds and are considered as the market leaders in their field.
Here we have some of the BEST LARGE-CAP FUNDS listed below, for your assistance!
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Kotak Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 96.67% investment in Indian stocks, out of which 66.23% is in large-cap stocks, 11.89% is in mid-cap stocks, 4.9% in small-cap stocks.
The fund size of the scheme is around Rs 2,945 crores and it charges a total expense ratio of around 2.1%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days of investment.
The prime objective of the funds 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.
Mirae Asset Large Cap Fund - Regular – Growth
A large-cap category equity mutual fund run and managed by Mirae Asset Mutual Fund House. The Fund has 98.48% investment in Indian stocks, out of which 69.63% is in large-cap stocks, 12.58% is in mid-cap stocks, 3.7% in small-cap stocks.
The NAV of the fund is ₹ 74, and the fund size of the fund is around Rs 27,435 crores. It has a total expense ratio of around 1.64%.
Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days of investment.
The prime objective of the fund 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.
L&T India Large Cap Fund – Growth
A large-cap category equity mutual fund, run and managed by L&T Mutual Fund. The fund has 99.16% investment in Indian stocks, out of which 75.54% is in large-cap stocks, 12.01% is in mid-cap stocks, 0.54% in small-cap stocks.
The NAV of the fund is ₹ 38, and the fund size of the fund is around Rs 685 crores. It has a total expense ratio of around 2.48%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days of investment.
The prime objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities, including equity derivatives in the Indian markets.
The scheme predominantly invests in large-cap stocks, and additionally in foreign securities.
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.
ICICI Prudential Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 95.95% investment in Indian stocks, out of which 81.98% is in large-cap stocks, 4.91% is in mid-cap stocks, 0.4% in small-cap stocks.
Fund also has 0.14% investment in Debt of which 0.14% is in Government securities.
The NAV of the fund is ₹ 60, and the fund size of the fund is around Rs 28,287 crores. It has a total expense ratio of around 1.7%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days of investment.
The prime objective of the fund 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.
The fund is recommended to investors looking to invest money for at least 3-4 years and looking for high returns.
To get more details about the fund, you can refer to the fund fact sheet or 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).