Best 10 Large Cap Mutual Fund Schemes to Invest in 2020

Best 10 Large Cap Mutual Fund Schemes to Invest in 2020

Large cap Mutual funds are those funds that are trustworthy, reputable and strong in operation. These Mutual funds are held by big companies that are big in size and operate at a big level in the market. The high asset value, high customer-base, strong goodwill, well-experienced, and good return-capacity describes the definition of large-cap companies.

People like to invest in large-cap funds because these are able to provide them stable return over a long-term. They provide the customers a stability and growth potential as well in their returns.

Such companies are also under the surveillance of the government.

Advantages-

  • You remain out of fear for losing your money because the large-cap companies are well-experienced for how to revolve the money in the market to get the handsome returns in your hands. Although the process may be slow and steady, it should be OK for you.
  • It provides the opportunity to those investors who want to enjoy the taste of equity but do not want their returns to fluctuate more than the market (i.e. Sensex or NIFTY).

Here, we are displaying a list of top large-cap equity mutual funds. You can go through them and take some help to take some decision as per your understanding.

We have filtered the top funds on the basis of various factors like-

  • Its 3 or 5 years continue performance.
  • Returns generated.
  • Ranking by the Crisil.
  • AUM more than 500Crore.

So, here is the list.

Top 10 Large Cap Mutual Funds 2020

  1. Axis Bluechip Fund
  2. Reliance Large Cap Fund
  3. HDFC Top 100 Fund
  4. ABSL Top 100 – Direct (G)
  5. Kotak Select Focus Fund – Direct (G)
  6. Invesco India Dynamic Equity – DP (G)
  7. SBI Blue Chip Fund – Direct (G)
  8. ICICI Pru Focused. Blue -Direct (G)
  9. IDFC Imperial Equity – Direct (G)
  10. Motilal MOSt Focused 25 – DP (G)

Now, in the below table, you will see the fund list with proper field information about their Benchmark that where they get invested and the peers from which it competes in the market.

It is necessary to take knowledge of the Fund manager and his/her performance on the investments, so in the table, you will see the name of the fund-manager also for the respective fund name.

Large Cap fund name Benchmark Peers comparison Fund Manager
ABSL Top 100 – Direct (G)

 

 

NIFTY 50
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Mahesh Patil
Kotak Select Focus Fund – Direct (G)

NIFTY 50 
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Harsha Upadhaya
Invesco India Dynamic Equity – DP (G)

S&P BSE 100
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Taher Badshah
SBI Blue Chip Fund – Direct (G)

S&P BSE 100
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Sohini Andani
ICICI Pru Focused. Blue -Direct (G)

NIFTY 50
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Sankaran Naren / Rajat Chandak
IDFC Imperial Equity – Direct (G)

NIFTY 50 
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Sumit Agrawal
Motilal MOSt Focused 25 – DP (G)

NIFTY NEXT 50
  • SBI Blue Chip Fund – Direct (G)
  • SBI Blue Chip Fund (G)
  • ICICI Pru Focused Bluechip Equity (G)
  • HDFC Top 200 Fund (G)
  • ICICI Pru Focused Bluechip Equity-IO
Siddharth Bothra

Below are the details of above-listed funds. Take a look.

Best LargeCap Mutual Funds 2020

ABSL Top 100 Fund – Direct (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1-year return (in %) 3 years return (in %) 5 years return (in %)
1 57.716 2,480.75 29.5 11.1 18.9

ABSL Top 100 is an open-ended fun where the funds are invested in top 100 companies to trade in equity or equity-related securities in order to achieve a medium or long-term capital appreciation.

It was launched on Sept 28, 2005 and it has diversified its portfolio in HDFC, ICICI, ITC, Infosys, Maruti Suzuki etc.

The total asset value carried by this large-cap fund currently is ranging around Rs2,480.75 Crore. The units of this fund can be purchased at Rs 57.716.

Its performance in the last 5 years is also very good as in the first year it generated a return rate of 29.5% and the annualized return of the last 5 years is 18.9%.

The penalty to redeem the invested amount before the completion of the maturity period is 1% which will be charged when the amount will be redeemed before 365 days.

Mahesh Patil is the fund manager.

If you are already invested in this scheme, you may continue to stay invested.

Kotak Select Focus Fund – Direct (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
1 34.502 3,206.70 34.5 16.0

The Kotak Select Focus Fund was launched on Jan 01, 2013 with an objective to invest money in equity or equity-related securities of some selected sectors only in order to achieve long-term capital appreciation.

The total asset value carried by this large-cap fund currently is ranging around Rs3,206.70 Crore. The units of this fund can be purchased at Rs 34.502.

Its performance in the last 5 years is also very good as in the first year it generated a return rate of 34.5% and the annualized return of the last 3 years is 16.0%.

The fund has diversified its portfolio in sectors like Banking/Finance, Oil & Gas, Automotive, Cement, Engineering, and manufacturing, where the major stake holders of shares is acquired by the Banking and Finance sector.

The penalty to redeem the invested amount before the completion of the maturity period is 1% which will be charged when the amount will be redeemed before 365 days.

If you are already invested in this scheme, you may continue to stay invested.

Invesco India Dynamic Equity – DP (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
1 30.480 12.20 31.3 12.9

Invesco India Dynamic Equity Fund is an open-ended fund to acquire long-term capital appreciation via stock trading.

It was launched on Jan 01, 2013. The Crisil has ranked it in the first position and categorized it in a very good performer. During the first year, it generated a return of 31.3%, while in the last 3 years, it provided an annualized return of 12.9%.

The portfolio of this particular fund shows that it has purchased the shares of large-cap companies like HDFC, Reliance, Maruti Suzuki, Kotak Mahindra, IndusInd Bank, Tata Steel etc.

The penalty to redeem the invested amount before the completion of the maturity period is 1% which will be charged when the amount will be redeemed before 365 days.

If you are already invested in this scheme, you may continue to stay invested.

SBI Blue Chip Fund – Direct (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
2 39.584 3,956.05 29.1 14.1

SBI has been in hearts of every other Indian citizen and so it’s a mutual fund. It is a number 2 ranked fund which operates in the trade market in order to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of BSE 100 Index.

The AUM is Rs3956.05Crore. The units of this fund can be purchased at NAV 39.584. in the first year it provided its customers a return of 29.1% and in the last 3 years, the annualized return was 14.1%

You have to bear a 1% charge as an exit charge for redeeming your invested amount before 365 days of the maturity period.

You may select this fund to invest your money.

ICICI Pru Focused Bluechip -Direct (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
2 41.670 2,868.73 32.7 12.4

The aim of this fund is to invest in equity or equity-related securities and fixed-income securities like debt instruments to achieve long-term and regular income respectively. The investment is done in 20 large-cap based companies and the balance in debt or money market instruments.

The ICICI Pru Focussed Blue Fund was launched on Jan 01, 2013. The Crisil has placed it at the second position after total analysis on its performance. During its first year, the return it generated was 32.7 and in the last 3 years, it maintains the annualized return of 3 years at the rate of 12.4%.

The fund has diversified its major part portfolio in Banking/Finance and Automotive. The ICICI, HDFC, SBI, Infosys, Maruti Suzuki etc. are the major sectors where it has purchases their shares.

The AUM is Rs2,868.73Crore. The units of this fund can be purchased at NAV 41.670. In the first year it provided its customers a return of 32.7% and in the last 3 years, the annualized return was 12.4%

You have to bear a 1% charge as an exit charge for redeeming your invested amount before 365 days of the maturity period.

You may select this fund to invest your money.

IDFC Imperial Equity – Direct (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
2 41.699 35.96 53.1 14.3

The IDFC Imperial Equity Fund is a 2nd placeholder in the Crisil’s ranking list which has categorized it as a good performer.

During the first year, the return it generated was 53.1 and in the last 3 years, it maintains the annualized return of 3 years at the rate of 14.3%.

The fund has diversified its major part portfolio in Banking/Finance and Automotive. The AUM is Rs35.96Crore. The units of this fund can be purchased at NAV 41.699. In the first year it provided its customers a return of 53.1% and in the last 3 years, the annualized return was 14.3%

You have to bear a 1% charge as an exit charge for redeeming your invested amount before 365 days of the maturity period.

You may select this fund to invest your money.

Motilal MOSt Focused 25 – DP (G)

Crisil Rank NAV (in Rs) AUM(in crore) 1 year return (in %) 3 years return (in %) 5 years return (in %)
2 22.324 192.63 29.6 13.7

The aim of this fund is to acquire long-term capital appreciation by doing equity investment in those 25 companies which have high growth potential.

The fund was launched on May 06, 2013.

The fund is performing well and thus, the Crisil has placed it has top 2 funds category. During the first year, it released the returns at 29.6%, while it was 13.7% for the average of last three years’ returns.

The fund has diversified its major part portfolio in Banking/Finance and Automotive. The AUM is Rs192.63Crore. The units of this fund can be purchased at NAV 22.324

You have to bear a 1% charge as an exit charge for redeeming your invested amount before 365 days of the maturity period.

You may select this fund to invest your money.

Final conclusion-

If you are not likely to take any risk for your money and on the same hand want to enjoy the equity returns then the large cap mutual fund is the best channels for you but remember that you should have a long-time horizon so that you can enjoy the stable and growing returns.

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