Best Large Cap Mutual Funds 2019 Rating by Value Research Online

9 min read

Best Large cap mutual funds are those fund in which your money will be invest in equity shares of large market capitalisation company like Maruti Suzuki ,Reliance, TCS, HDFC Bank. These type company are well-established players with a good track record and have strong corporate-governance practices. in this article i will share Best Large Cap Mutual Funds 2019 which Rated by Value Research Online website.

SEBI’s recategorizate which  company is large-cap, small-cap or mid-cap. So large-cap companies are those which fall in the top 100 ranks. This type of mutual fund is less risky mainly ideal for investor who are relatively risk averse. they are mainly for long-term horizon.

 

Before investing in Mutual fund you should know one things ” Low risk means low return and high risk means high return and Don’t invest in mutual fund when you are planning to invest below 3 year it may give you loss or no profit”.

It is advise that always invest for long  term like 15 year or more. Here is the live example in which it clearly shown that long term invest is always good wether share market is high or low.

If you investing 10,000 per month for at-least 20 year then you retirement corpus is approx 1.52 Crores which is very good amount. in this calculation we assume 15% return.

Here is the sample data from 5 year to 35 year plans.

This result is calculated from our Sip Calculator website.

I think now you are totally convinced about long term investment factor.

Check out best Large Cap Mutual Funds 2019

Below images is from value research online website where all large cap mutual fund are ranked according to their rating.

Always check the expense ratio before investing in the mutual funds. A high expense ratio mutual fund should be avoided as it will directly impact your returns. Any expense ratio below 1% is good. 1–1.5% is ok and above 1.5% is bad.

 

93% of investment is done by people with an agent where they are paying a commission to the agent and only a few people are smart enough to invest directly. So become smart and buy mutual fund from direct company.

 

1. Axis Bluechip Fund – Direct Plan expense ratio : 0.88%

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

 

Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.55 10.38 8.02 9.55
Bajaj Finance Financial 49.94 8.41 0.00 8.41
Kotak Mahindra Bank Financial 36.53 8.66 4.53 7.64
Tata Consultancy Services Technology 25.16 8.73 0.00 7.61
Infosys Technology 21.94 7.80 0.00 7.03
ICICI Bank Financial 76.75 5.95 0.00 4.46
Avenue Supermarts Services 102.70 4.07 0.00 4.07
Hindustan Unilever FMCG 62.58 3.65 0.00 3.30
Maruti Suzuki India Automobile 27.20 8.61 1.85 3.24
Titan Company Cons Durable 73.20 3.24 0.00 3.13
As on Feb 28, 2019
Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 4.93 5.74 4.93 16.15 17.25 15.68
S&P BSE Sensex 50 TRI 6.59 7.44 6.59 15.65 16.55 13.56
Category 5.75 7.44 5.75 11.42 14.86 13.86
Rank within Category 44 57 44 8 4 8
Number of funds in category 99 103 99 91 76 62
As on Mar 29, 2019

 

2. ICICI Prudential Bluechip Fund – Direct Plan expense ratio : 1.26% 5 Star

The scheme seeks 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.

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 4.33 6.31 4.33 10.25 16.45 15.38
S&P BSE 100 TRI 6.06 7.58 6.06 13.90 16.21 13.55
Category 5.75 7.44 5.75 11.42 14.86 13.86
Rank within Category 46 55 46 32 6 13
Number of funds in category 99 103 99 91 76 62
As on Mar 29, 2019

 

Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.55 9.73 2.35 6.89
ICICI Bank Financial 76.75 7.80 5.35 5.92
Infosys Technology 21.94 6.74 3.02 4.94
Axis Bank Financial 202.74 5.53 1.98 4.43
HDFC Financial 35.04 4.89 0.00 4.13
ITC FMCG 30.73 4.56 2.18 3.99
Bharti Airtel Communication 353.20 4.43 1.83 3.62
ONGC Energy 6.96 3.41 0.00 3.41
NTPC Energy 13.08 4.60 1.14 3.32
Larsen & Toubro Construction 22.97 3.77 1.87 3.16
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Feb 28, 2019

3. JM Core 11 Fund – Direct Plan Expense ratio : 2.09%  and 5 Star

Fund has 97.8% investment in indian stocks of which 89.55% is in large cap stocks, 8.26% is in mid cap stocks.

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 11.54 8.59 11.54 13.42 22.94 19.37
S&P BSE Sensex TRI 7.43 7.92 7.43 18.77 16.64 13.12
Category 5.75 7.44 5.75 11.42 14.86 13.86
Rank within Category 1 5 1 22 1 1
Number of funds in category 99 103 99 91 76 62
As on Mar 29, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
Yes Bank Financial 14.60 10.99 5.56 10.90
Titan Company Cons Durable 73.20 10.66 0.00 9.47
Tech Mahindra Technology 17.77 9.45 0.00 9.45
Bajaj Finance Financial 49.94 11.33 7.71 9.17
Asian Paints Chemicals 66.24 10.39 7.53 8.92
HDFC Bank Financial 31.55 10.33 0.00 8.85
Shree Cement Construction 63.78 9.58 0.00 8.66
Voltas Cons Durable 37.37 10.32 6.18 8.26
Petronet LNG Energy 16.54 10.03 0.00 8.08
Maruti Suzuki India Automobile 27.20 9.87 7.35 8.05
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Feb 28, 2019

4. Reliance Large Cap Fund – Direct Plan Expense ratio : 1.20% 5 Star

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 6.82 9.18 6.82 15.46 18.19 17.95
S&P BSE 100 TRI 6.06 7.58 6.06 13.90 16.21 13.55
Category 5.75 7.44 5.75 11.42 14.86 13.86
Rank within Category 22 3 22 17 3 2
Number of funds in category 99 103 99 91 76 62
As on Mar 29, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
State Bank of India Financial 0.00 9.53 5.37 8.97
Axis Bank Financial 202.74 7.35 1.05 7.28
HDFC Bank Financial 31.55 6.64 3.25 5.86
Infosys Technology 21.94 5.41 2.85 5.34
Larsen & Toubro Construction 22.97 6.47 2.97 5.20
ITC FMCG 30.73 5.90 3.48 4.73
ICICI Bank Financial 76.75 5.75 2.94 4.64
Sun Pharmaceutical Inds. Healthcare 34.76 4.19 0.00 4.19
Divi’s Laboratories Healthcare 35.41 3.91 1.55 3.25
Bajaj Finance Financial 49.94 3.66 0.00 2.95
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Feb 28, 2019

5. SBI Bluechip Fund – Direct Plan Expense: 1.21%

Fund has 92.99% investment in indian stocks of which 81.68% is in large cap stocks, 10.58% is in mid cap stocks, 0.73% in small cap stocks.

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 5.49 8.20 5.49 6.35 13.22 16.59
S&P BSE 100 TRI 6.06 7.58 6.06 13.90 16.21 13.55
Category 5.75 7.44 5.75 11.42 14.86 13.86
Rank within Category 39 9 39 46 38 3
Number of funds in category 99 103 99 91 76 62
As on Mar 29, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.55 9.15 6.18 8.89
Larsen & Toubro Construction 22.97 5.55 2.07 5.11
ITC FMCG 30.73 5.10 0.64 4.93
ICICI Bank Financial 76.75 4.77 0.51 4.56
HDFC Financial 35.04 5.11 0.80 4.28
Infosys Technology 21.94 5.74 0.00 3.52
Nestle India FMCG 66.39 3.83 0.00 3.31
Reliance Industries Energy 22.87 5.64 1.42 2.86
Axis Bank Financial 202.74 2.89 0.00 2.83
UPL Chemicals 24.32 3.12 1.83 2.82
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Feb 28, 2019

6. HDFC Sensex ETF  Expense: .05% and 5 star

The scheme seeks to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the S&P BSE SENSEX Index subject to tracking errors.

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 9.10 3.33 8.34 15.87 16.66
S&P BSE Sensex TRI 9.10 3.32 8.34 15.92 16.73
Category 7.05 2.86 7.17 9.36 14.48
Rank within Category 5 3 23 5 8
Number of funds in category 99 105 100 91 76
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.40 12.66 9.36 12.66
Reliance Industries Energy 22.54 11.29 6.48 11.21
HDFC Financial 35.93 9.35 7.37 8.61
Infosys Technology 20.21 10.37 5.82 7.18
ICICI Bank Financial 76.47 6.66 5.03 6.51
ITC FMCG 31.64 9.33 6.44 6.44
Tata Consultancy Services Technology 25.40 6.48 4.02 5.35
Larsen & Toubro Construction 22.12 5.12 4.25 4.29
Kotak Mahindra Bank Financial 38.04 4.53 0.00 4.01
Axis Bank Financial 202.39 3.88 2.64 3.49
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019

7. Aditya Birla Sun Life Focused Equity Fund Expense Ratio 2.02 %

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential.

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 6.15 2.17 6.82 6.10 12.94 14.51 16.84
S&P BSE Sensex 50 TRI 8.24 3.26 8.00 12.95 16.55 13.97 15.76
Category 7.05 2.86 7.17 9.36 14.48 13.26 14.37
Rank within Category 74 91 69 63 60 13 5
Number of funds in category 99 105 100 91 76 62 39
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.40 10.52 4.86 10.52
ICICI Bank Financial 76.47 9.06 2.76 9.06
HDFC Financial 35.93 6.11 1.53 6.11
State Bank of India Financial 0.00 5.74 0.00 5.74
Infosys Technology 20.21 6.80 3.04 5.02
ITC FMCG 31.64 6.51 2.84 4.87
Reliance Industries Energy 22.54 4.56 1.17 4.17
NTPC Energy 13.09 3.77 0.83 3.77
Larsen & Toubro Construction 22.12 5.55 0.92 3.76
Kotak Mahindra Bank Financial 38.04 3.59 0.00 3.59
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019

 

8. Edelweiss Large Cap Fund – Direct Plan Expense Ratio : .20%

The scheme seeks to provide capital appreciation from a portfolio that is predominantly consisting equity and equity related securities of the 100 largest corporates by market capitalization listed in India.

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 6.46 3.20 7.35 7.60 14.61 15.50
S&P BSE Sensex 50 TRI 8.24 3.26 8.00 12.95 16.55 13.97
Category 7.04 2.92 7.15 8.48 14.65 14.21
Rank within Category 41 14 29 30 29 14
Number of funds in category 99 105 100 91 76 62
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.40 8.85 0.00 8.85
Reliance Industries Energy 22.54 7.45 2.16 6.32
HDFC Financial 35.93 7.47 0.00 4.70
ICICI Bank Financial 76.47 4.36 0.00 3.72
Bajaj Finance Financial 49.83 3.72 0.00 3.72
Kotak Mahindra Bank Financial 38.04 5.94 0.00 3.68
HCL Technologies Technology 15.18 3.26 0.00 3.14
GSK Consumer Healthcare FMCG 33.39 3.23 0.00 3.04
Bharat Financial Inclusion Financial 17.92 4.83 0.00 3.00
Infosys Technology 20.21 5.27 0.01 2.76
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019

9. Kotak Sensex ETF Fund expense ratio 0.27%

The objective of the scheme is to provide returns that correspond to the total returns of BSE Sensex Index.

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 9.00 3.29 8.26 15.69 16.41 13.21 14.78
S&P BSE Sensex TRI 9.10 3.32 8.34 15.92 16.73 13.57 15.27
Category 7.05 2.86 7.17 9.36 14.48 13.26 14.37
Rank within Category 12 10 36 10 13 29 14
Number of funds in category 99 105 100 91 76 62 39
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.40 12.66 9.40 12.66
Reliance Industries Energy 22.54 11.23 6.49 11.21
HDFC Financial 35.93 9.34 7.42 8.60
Infosys Technology 20.21 10.45 5.82 7.18
ICICI Bank Financial 76.47 6.64 5.02 6.51
ITC FMCG 31.64 9.34 6.44 6.44
Tata Consultancy Services Technology 25.40 6.47 4.01 5.35
Larsen & Toubro Construction 22.12 5.11 4.25 4.29
Kotak Mahindra Bank Financial 38.04 4.53 0.00 4.01
Axis Bank Financial 202.39 3.88 2.64 3.50
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019

10. Motilal Oswal Focused 25 Fund – Direct Plan  Expense Ratio : .98% 

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

Fund Manager:

  • Abhiroop Mukherjee since Apr 2013 
  • Gautam Sinha Roy since Dec 2016 
  •  Siddharth Bothra since Nov 2016
Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 5.71 2.99 7.02 3.70 14.72 16.29
S&P BSE Sensex 50 TRI 8.24 3.26 8.00 12.95 16.55 13.97
Category 7.04 2.92 7.15 8.48 14.65 14.21
Rank within Category 47 34 36 47 27 7
Number of funds in category 99 105 100 91 76 62
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.35 10.31 7.87 10.31
HDFC Life Insurance Financial 65.28 6.94 0.00 6.20
ICICI Bank Financial 76.64 6.20 0.00 6.20
Kotak Mahindra Bank Financial 37.97 9.25 4.36 5.70
ICICI Lombard General Insurance Financial 48.19 6.27 0.00 5.28
Axis Bank Financial 202.54 4.93 0.00 4.93
Larsen & Toubro Construction 22.11 4.79 0.00 4.78
Infosys Technology 20.19 7.94 0.00 4.46
Maruti Suzuki India Automobile 29.75 9.73 4.36 4.36
Tata Consultancy Services Technology 25.48 7.11 0.00 4.08
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019

11. Quantum Nifty ETF  Expense Ratio : .09 %

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to the Nifty by passive investment.

 

Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 8.77 3.17 8.49 13.31 15.74 13.25 14.31
S&P BSE Sensex 50 TRI 8.24 3.26 8.00 12.95 16.55 13.97 15.76
Category 7.05 2.86 7.17 9.36 14.48 13.26 14.37
Rank within Category 22 30 13 26 24 26 17
Number of funds in category 99 105 100 91 76 62 39
As on Apr 16, 2019
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 31.35 10.66 7.64 10.66
Reliance Industries Energy 22.59 9.97 5.20 9.97
HDFC Financial 35.91 7.67 6.00 6.94
Infosys Technology 20.19 8.42 4.63 6.04
ICICI Bank Financial 76.64 5.51 4.17 5.51
ITC FMCG 31.65 7.64 5.39 5.45
Tata Consultancy Services Technology 25.48 5.37 3.22 4.49
Kotak Mahindra Bank Financial 37.97 4.22 2.53 3.81
Larsen & Toubro Construction 22.11 4.13 3.58 3.65
Axis Bank Financial 202.54 3.24 2.07 3.24
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Mar 31, 2019
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Written by

Namdev Verma

Namdev Verma is the man behind Sipcalculatoronline.in. Currently I am live in UK and worked as Investment Consultant. if you have any query related to SIP or Mutual Fund then ping me or msg me.

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