A complete assessment on the best large cap mutual funds in 2019

Best large-cap mutual funds – Are you looking to invest in them?

Why not the large-cap mutual funds have lots of plus points and gave reason to invest in. They are a type of equity mutual funds. The investors who are looking forward to receiving steady returns and exist for the long – term this is actually a great option and deal. Mutual fund investment is a constant emphasis on the value of an investment and the need for investors who are investing in it.

SEBI has, wide it’s a broadside marked large cap, mid cap and small cap companies in status to ensure uniformity in respect of the investment world for best equity mutual fund schemes. Also, SEBI has also defined that AMFI shall assist the record of stocks.

The stock market is dynamic in nature everyone understands that. Whereas Mutual Funds is the right choices. As they invest a pool of money collected from investors to many diversified stocks and bonds. Also, allowing investors to keep a portion of different securities.

Large-cap stocks are better located than mid-cap and small-cap stocks, and they would fare better in the current market conditions. These are excellent for investors with a low-risk longing. An investor requires to be patient while spending in such funds.

Let’s glance at the best 5 large-cap funds one can invest in 2019.

Best Performing Funds – Large-cap Funds

Lets first look at the small table which specifies the number of returns in the year of 3,5 and 10 updated on 21st June 2019

Large-cap mutual fund schemes name3-year return (%)5-year return (%)10-year return (%)
ICICI Prudential Bluechip Equity Fund-Direct – Growth13.12%11.48%14.90%
Axis Bluechip Fund – Direct – Growth15.17%12.20%
Reliance Large Cap Fund – Direct – Growth14.59%12.86%13.70%
Aditya Birla Sun Life Frontline Equity Fund-Regular Plan – Growth10.48%10.73%13.71%
SBI Bluechip Fund – Direct – Growth10.17%12.80%13.15%

ICICI Prudential Bluechip Equity Fund-Direct – Growth

  • This scheme was started on May 23 in 2008.
  • ICICI Prudential Bluechip Fund is an open-ended equity scheme mainly investing in large-cap stocks.
  • These Large-cap companies are well-known having established a track record, quality control and are amongst the business behemoths of India.
  • The scheme attempts to give maturity and security to an investor’s portfolio.
  • Turns out to be great investment options in stormy financial conditions.
Net Asset Value ( NAV) 42.89
AUM (Fund Size)22182.14 Cr
Expense Ratio1.76%
Benchmark 
Nifty 100 TRI

best large cap mutual funds

Must Read: Best icici mutual fund

Axis Bluechip Fund – Direct – Growth

  • Axis Mutual Fund started its initial scheme in October 2009.
  • They attribute people success thus far to our 3 starting principles –
  1. Long term wealth creation
  2. Outside in (Customer) view
  3. Long term relationship
  4. Axis Bank is counted as the 3rd largest private sector bank in India.
  • Axis Bank gives the whole spectrum of financial services to customer parts covering
  1. Large and Mid-Corporates
  2. MSME
  3. Agriculture
  4. Retail Businesses
  • The Bank has a wide footprint of 2402 domestic branches and 12,922 ATMs cast all over the country as on 31st March 2014.
Net Asset Value ( NAV) ₹ 29.73
AUM (Fund Size)₹ 5745.63 Cr
Expense Ratio2.1%
Benchmark Nifty 50 TRI

best large cap mutual funds

Must Read: A Review on Best AXIS Mutual Fund Schemes

Reliance Large Cap Fund – Direct – Growth

  • Reliance Mutual Fund (RMF) is one of India’s leading mutual funds, with Average Assets Under Management of Rs 2,33,628.56 Crores​​ .
  • has an investment in Indian stocks -99.54 %. Out of which 78.68% is in large-cap stocks
  • Offers investors a well-rounded portfolio of stocks to meet different investor needs and has a presence in 300​ cities over the country
  • 90.67 lakhs folios as on​ March 31, 2019​​.
  • They continually endeavour to launch innovative products and customer service leads to enhance value to investors.
  • Reliance Mutual Fund has been enrolled with the SEBI vide registration number MF/022/95/1 dated June 30, 1995.
  • It was set to launch several schemes under which units are assigned to the public with a way to contribute to the capital market.
  • They to give investors with the chances to make investments in diversified securities.
  • This fund began in Aug 2007.
Net Asset Value ( NAV) ₹ 35.2035
AUM (Fund Size)₹ 13170.35 Cr
Expense Ratio1.88%
Benchmark S&P BSE 100 TRI

best large cap mutual funds

Aditya Birla Sun Life Frontline Equity Fund

  • The purpose of the scheme is long term growth of capital.
  • Through a portfolio with a point allocation of 100% equity.
  • By pointing at being as diversified over many industries or sectors as its preferred benchmark index, Nifty 50.
  • The next goal is income generation and sharing of dividend.
  • Secured by more than 17,000 employees.
  • It has a universal reach and more than 2,00,000 agents/channel partners.
  • The launch date of the fund is 30/08/2002.
Net Asset Value ( NAV)₹ 225.02
AUM (Fund Size)₹ 22001.9 Cr
Expense Ratio 1.79%
Benchmark Nifty 50 TRI

best large cap mutual funds

Read About: Aditya birla mutual fund

SBI Bluechip Fund – Direct – Growth

  • SBI Blue Chip Fund strives to give investors with possibilities for long-term growth in capital.
  • By effective management of investments in a diversified measure of large-cap equity.
  • The fund spends a least of 80% in large-cap stocks.
  • Usually, Large-cap stocks are well-known companies producing great brand equity
  • SBI Blue Chip Fund has the versatility to invest up to 20% in equities other than large caps, debt or money market instruments
  • The fund supports a blend of maturity and state style of investing with a mixture of top-down and bottom-up investment approach for stock selection over sectors.
Net Asset Value ( NAV)Column 2
AUM (Fund Size)Column 2 Value
Expense RatioColumn 2 Value
Benchmark Column 2 Value

best large cap mutual funds

 

Conclusion 

One should definitely invest in best mutual funds i.e. large-cap mutual funds as they are invests in big, established companies of the equity market. These companies are reliable, trustworthy and have a great reputation in the market. The best mutual fund managers in India and best mutual fund advisers are speculating on large-cap mutual fund schemes nowadays. Large-cap funds may provide one with big returns over the long-term.

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By |2019-08-08T08:28:52+00:00June 24th, 2019|Equity Funds|0 Comments

About the Author:

This article has been posted by Pulkit Jain - the founder of WealthBucket - To raise awareness about Mutual Funds Investments. WealthBucket has made investing in Mutual Funds an easy, quick and welcome process, in India. An interactive online platform providing Trustworthy and sincere services to all its clients.