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Large Cap Equity Mutual Funds is an open-ended equity scheme, that invests a minimum of 80% of its assets in the Large-cap companies, that is top 100 companies in terms of market capitalization. Large-cap funds are also popular as Bluechip Fund.
Investors investing in large-cap funds can maintain a stable portfolio, because they are less volatile than other equity categories, Small-cap, and Mid-cap funds. However, large-cap funds generate relatively lower returns than small-cap and mid-cap equity funds.
Risk-averse investors, looking to create a 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 96.67% investment in Indian stocks 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%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The 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. However, the fund doesn’t’ guarantee returns.
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 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 ₹ 76, and the fund size of the fund is around Rs 27,435 crores. It has a total expense ratio of around 1.64%. The fund charges an 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.
Nippon India Large Cap Fund (G)
A large-cap category equity mutual fund, run and managed by Nippon India Mutual Fund. The fund has 100% investment in Indian stocks, out of which 77.7% is in large-cap stocks, 9.45% is in mid-cap stocks, 2.86% in small-cap stocks.
The NAV of the fund is ₹ 48, and the fund size of the fund is around Rs 10,524 crores. It has a total expense ratio of around 1.89%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 7 days.
The primary investment 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.
The secondary objective is to generate consistent returns by investing in debt, money market securities, REITs, and InvITs.
Axis Bluechip Fund (G)
A large-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 93.59% investment in Indian stocks, out of which 80.63% is in large-cap stocks, 2.01% is in mid-cap stocks.
The NAV of the fund is ₹ 45, and the fund size of the fund is around Rs 29,161 crores. It has a total expense ratio of around 1.71%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The 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. However, the fund doesn’t’ guarantee returns.
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).