The table below shows the Best Large Cap Mutual Fund based on AUM, NAV and minimum investment.
| Large Cap Mutual Funds | AUM | NAV | Minimum Investment |
| ICICI Pru Bluechip Fund | 38,734.11 | 83.54 | 100 |
| SBI BlueChip Fund | 38,338.04 | 76.29 | 5,000.00 |
| Mirae Asset Large Cap Fund | 35,880.14 | 95.13 | 5,000.00 |
| Axis Bluechip Fund | 33,891.89 | 51.24 | 100.00 |
| HDFC Top 100 Fund | 24,819.04 | 899.51 | 100.00 |
| Aditya Birla SL Frontline Equity Fund | 23,272.90 | 418.34 | 100.00 |
| Nippon India Large Cap Fund | 14,769.25 | 70.08 | 100.00 |
| UTI Large Cap Fund | 11,306.39 | 224.39 | 100 |
| Canara Rob Bluechip Equity Fund | 9,946.14 | 51.29 | 5,000.00 |
| Franklin India Bluechip Fund | 6,869.63 | 822.76 | 5,000.00 |
Read this article on Best Large Cap Mutual Fund for valuable insights and analysis.
ICICI Pru Bluechip Fund
The key aim of the ICICI Prudential Bluechip Fund is to achieve long-term capital growth and provide income to investors by primarily investing in the equities and equity-related instruments of large-cap firms.
Key Metrics
The ICICI Pru Bluechip Fund primarily aims to achieve long-term capital growth by investing in mid-cap equities and related instruments. It features an exit load of 1.00% and an expense ratio of 1.01%, so investors should be mindful of the associated costs. While it offers promising returns, with a 5-year Compounded Annual Growth Rate (CAGR) of 15.60%, it also comes with high risk, making it suitable for investors comfortable with such risk levels. With an impressive asset under management (AUM) of ₹5,70,147.95 Crores, this fund has garnered popularity among investors seeking exposure to mid-cap companies.
Portfolio
The ICICI Pru Bluechip Fund predominantly invests in equities (87.29%), maintains liquidity with 10.96% in cash and cash equivalents, allocates 0.61% to Treasury Bills for low-risk holdings, and reserves 1.15% for Rights, potentially offering additional share purchase options.
SBI BlueChip Fund
The key objective of the SBI Bluechip Fund scheme is to offer investors the potential for long-term capital growth by investing in a diversified range of large-cap equities. This is achieved through active asset allocation management that combines both growth and value style investments in the portfolio. While the fund primarily concentrates on large-cap stocks, diversification is maintained by allocating 20% of the net assets to other asset classes.
Key Metrics
The SBI BlueChip Fund is marked by several important metrics for potential investors to consider. It imposes a 1.00% exit load, implying a charge upon withdrawal. Its expense ratio stands at 0.87%, indicating the annual management cost as a percentage of total assets. However, investors should exercise caution, as this fund carries a significant level of risk. Over the past five years, it has shown an impressive compound annual growth rate (CAGR) of 15.70%, suggesting the potential for substantial returns. With assets under management (AUM) amounting to ₹5,48,084.81 Crores.
Portfolio
The SBI BlueChip Fund predominantly allocates its portfolio assets to equity, accounting for approximately 94.88% of its holdings. Additionally, it maintains a small percentage in cash and equivalents, comprising about 4.87% of its allocation, while a minimal portion, roughly 0.25%, is invested in Treasury Bills. This asset allocation strategy is aimed at achieving its investment objectives and aligning with its risk profile.
Mirae Asset Large Cap Fund
The Mirae Asset Large Cap Fund’s main goal is to take advantage of long-term capital growth by finding investment opportunities that come up because of India’s growing economy and changes in its structure. It does this mostly by investing in stocks and stocks-related securities.
Key Metrics
The Mirae Asset Large Cap Fund exhibits a 1.00% exit load and boasts a relatively low expense ratio of 0.54%, making it a cost-effective choice for investors. However, it’s essential to note that this fund involves a notably high level of risk, suitable for those comfortable with substantial fluctuations in their investments. Over the past five years, it has demonstrated a strong 5-year Compound Annual Growth Rate (CAGR) of 14.50%, highlighting its potential for attractive returns.. With a substantial Assets Under Management (AUM) of ₹1,37,375.31 Crores, this fund has garnered significant popularity among investors.
Portfolio
The portfolio asset allocation of the Mirae Asset Large Cap Fund primarily consists of equity investments, representing a substantial 99.64% of its holdings. A minor portion of the portfolio, approximately 0.34%, is allocated to cash and cash equivalents, ensuring liquidity. This allocation strategy reflects the fund’s focus on large-cap equities, emphasizing potential long-term growth and stability within the stock market.
Axis Bluechip Fund
The key goal of the Axis Bluechip Fund is to achieve long-term capital growth by primarily investing in a diversified portfolio that mainly comprises equity and equity-related instruments of large-cap companies.
Key Metrics
The Axis Bluechip Fund stands out with its 1.00% exit load, 0.62% expense ratio, and a high-risk profile, but it also offers the allure of a robust 5-year CAGR of 14.17% and an impressive AUM of ₹2,53,433.29 Crores, making it a noteworthy choice for investors seeking potential long-term growth.
Portfolio
The Axis Bluechip Fund’s portfolio asset allocation is designed for optimal returns with a focus on 95.67% equity holdings, complemented by 3.16% in cash and equivalents for liquidity, 0.33% in mutual funds for diversification, and 0.84% in Treasury Bills for added stability, providing a well-rounded investment strategy. This diversified approach aims to balance risk and reward for investors.
HDFC Top 100 Fund
The key goal of the HDFC Top 100 Fund is to achieve long-term capital growth or income through primarily investing in large-cap companies.
Key Metrics
The HDFC Top 100 Fund comes with an exit load of 1.00% and an expense ratio of 1.10%. Investors should be aware that the principal investment in this fund carries a very high level of risk. However, over the past five years, the fund has demonstrated a commendable 5-year Compounded Annual Growth Rate (CAGR) of 14.49%. As of now, the Assets Under Management (AUM) for this fund stand at ₹5,16,140.33 Crores, making it a significant player in the market.
Portfolio
The HDFC Top 100 Fund primarily emphasizes equity investments, making up 96.84% of its portfolio, with a 3.16% allocation to cash and equivalents for liquidity and flexibility. This balanced approach aims to provide investors with both growth potential and risk management.
Aditya Birla SL Frontline Equity Fund
The key goal of the Aditya Birla Sun Life Frontline Equity Fund is to achieve long-term capital growth by primarily investing in an equity portfolio, aiming for diversification across different industries and sectors similar to its benchmark index, Nifty 50.
Key Metrics
The Aditya Birla SL Frontline Equity Fund boasts some key metrics that potential investors should consider. The fund carries an exit load of 1.00%, implying a charge for withdrawals made within a certain time frame. Its expense ratio stands at 1.01%, reflecting the cost associated with managing the fund. It’s important to note that this fund involves a high level of risk, making it suitable for those comfortable with a more aggressive investment approach. Over the past five years, the fund has demonstrated a compound annual growth rate (CAGR) of 14.23%, indicating its potential for returns. As of the latest data available, the fund has an impressive asset under management (AUM) of ₹2,96,844.90 Crores, showcasing its popularity among investors.
Portfolio
The Aditya Birla SL Frontline Equity Fund follows a strategic portfolio asset allocation strategy. The majority of its assets, approximately 96.25%, are invested in equity, emphasizing a strong focus on stocks. A smaller portion, accounting for 2.95%, is allocated to cash and equivalents, providing a level of liquidity. Mutual funds make up 0.56% of the portfolio, while rights represent a minor portion at 0.23%. Notably, corporate debt does not form a part of this fund’s portfolio, reflecting its investment strategy centered around equities.
Nippon India Large Cap Fund
The key aim of the Nippon India Large Cap Fund is to achieve long-term capital growth through a predominant focus on investing in equity and equity-related instruments of large-cap companies.
Key Metrics
The Nippon India Large Cap Fund is associated with a 1.00% exit load and a relatively low expense ratio of 0.87%, making it a cost-effective choice for investors. However, it carries a high-risk profile, implying substantial market volatility. With a 5-year CAGR of 16.17%, the fund has demonstrated strong growth potential. Its substantial AUM of ₹2,70,402.83 Crores reflects investor confidence and significant market presence. Investors should weigh these factors carefully before considering this fund for their investment portfolio.
Portfolio
The Nippon India Large Cap Fund predominantly allocates its assets to equities, with roughly 99.88% of its portfolio dedicated to this asset class. This reflects the fund’s primary focus on investing in large-cap companies within the stock market. To maintain some liquidity and flexibility, a small portion, around 0.12%, is held in cash and cash equivalents. This allocation strategy aligns with the fund’s goal of delivering returns through investments in well-established, large-cap companies, while also having a minor cash buffer for potential tactical maneuvers or liquidity needs.
UTI Large Cap Fund
The key aim of the UTI Large Cap Fund is to attain long-term capital growth by primarily investing in the equity and equity-related assets of large-cap corporations.
Key Metrics
The UTI Large Cap Fund presents a competitive investment opportunity with a low expense ratio of 0.80%. However, investors should be aware of the 1.00% exit load if they decide to redeem their investments within a certain period. This fund comes with a high level of risk, so careful consideration is essential. Over the past five years, it has shown strong performance with a CAGR of 14.75%, indicating its potential for capital growth. With an impressive Asset Under Management (AUM) of ₹1,60,648.02 Crores, the UTI Large Cap Fund has garnered significant popularity among investors.
Portfolio
The UTI Large Cap Fund allocates the majority of its assets, about 96.68%, to equities and equity-related instruments, emphasizing a focus on larger capitalization companies. Additionally, the fund holds a small portion of its portfolio in cash and equivalents, accounting for 2.02%, as well as mutual funds at 0.56%. Furthermore, it maintains a minor allocation to rights at 0.75% and treasury bills at 0.55%.
Canara Rob Bluechip Equity Fund
The key aim of the Canara Robeco Bluechip Equity Fund is to attain capital growth primarily by investing in companies with a substantial market capitalization. The Canara Robeco Large Cap+ Fund is so named to signify its investment approach, which primarily revolves around building a portfolio concentrated on the top 150 stocks ranked by their market capitalization.
Key Metrics
The Canara Robeco Bluechip Equity Fund has an exit load of 1.00% and an expense ratio of 0.45%. It’s important to note that investing in this fund carries a very high risk to your principal investment. Over the past five years, the fund has delivered a Compound Annual Growth Rate (CAGR) of 17.15%, and it currently has assets under management (AUM) amounting to ₹75,671.47 Crores.
Portfolio
The key focus of the Canara Robeco Bluechip Equity Fund lies in its portfolio asset allocation. It allocates approximately 96.50% of its assets to equity, while reserving 3.50% for cash and equivalents.
Franklin India Bluechip Fund
The key goal of the Franklin India Bluechip Fund is to achieve long-term capital growth through active management of a portfolio consisting of equity and equity-related securities. The fund will diversify its investments across various companies, with a preference for those in the large-cap category.
Key Metrics
The key information regarding the Franklin India Bluechip Fund includes an exit load of 1.00%. The expense ratio stands at 0.89%, indicating the cost associated with managing the fund. Investors should note that the principal investment in this fund carries a very high level of risk. Over a five-year period, the fund has demonstrated a compound annual growth rate (CAGR) of 12.95%. The Assets Under Management (AUM) for this fund currently amount to ₹75,535.20 Crores.
Portfolio
The key allocation breakdown for the Franklin India Bluechip Fund is as follows: Equity holdings constitute approximately 95.89% of the portfolio, while cash and equivalents make up the remaining 4.11%.
Note: Please note that Investment in mutual funds carries inherent market risks. Consult scheme-related documents and information. and seek guidance from a financial advisor before investing.
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