Large Cap Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: लार्ज कैप फंड

Top Performing Large Cap Fund

Ranking Date: 30 June 2023

Fund Name BMSMONEY Large Cap Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Bluechip Fund

1 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 23.05% 24.72% -8.34% -11.65% 1.28 0.79 0.39

Edelweiss Large Cap Fund

2 The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 21.49% 21.24% -11.44% -12.40% 1.13 0.67 0.36

Kotak Bluechip Fund

3 The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 17.93% 20.77% -11.63% -12.93% 1.14 0.67 0.38

Sbi Blue Chip Fund

4 The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 19.74% 23.22% -10.33% -11.81% 1.18 0.78 0.41

Aditya Birla Sun Life Frontline Equity Fund

5 The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 18.72% 22.74% -11.38% -12.42% 1.15 0.70 0.39

Tata Large Cap Fund

6 The Tata Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 18.89% 22.95% -11.92% -13.46% 1.14 0.66 0.36

Nippon India Large Cap Fund

7 The Nippon India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 27.16% 30.30% -7.75% -14.66% 1.36 0.85 0.39

Hdfc Top 100 Fund

8 The Hdfc Top 100 Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 25.76% 27.13% -6.79% -15.09% 1.21 0.74 0.39

Jm Large Cap Fund

9 The Jm Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 21.04% 18.73% -10.73% -11.47% 0.94 0.50 0.38

Mirae Asset Large Cap Fund

10 The Mirae Asset Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 15.84% 19.51% -10.99% -13.39% 1.09 0.63 0.37

Idbi India Top 100 Equity Fund

11 None % % -12.00% -12.97% 1.12 0.63 0.37

Canara Robeco Bluechip Equity Fund

12 The Canara Robeco Bluechip Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 17.13% 19.56% -12.48% -12.69% 1.05 0.61 0.38

Pgim India Large Cap Fund

13 The Pgim India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 12<sup>th</sup> KPIs that are in bottom quartile. The fund has 52% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 17.40% 17.63% -14.17% -13.15% 0.97 0.55 0.39

Mahindra Manulife Large Cap Pragati Yojana

14 The Mahindra Manulife Large Cap Pragati Yojana is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. 17.14% 22.26% -11.66% -14.94% 1.05 0.60 0.39

Idfc Large Cap Fund

15 The Idfc Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 15.43% 18.04% -13.18% -13.31% 1.01 0.59 0.37

Dsp Top 100 Equity Fund

16 The Dsp Top 100 Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 19.79% 19.33% -14.68% -15.50% 0.91 0.51 0.39

Invesco India Largecap Fund

17 The Invesco India Largecap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 17.91% 19.68% -14.38% -14.03% 1.02 0.55 0.36

Uti Mastershare Unit Scheme

18 The Uti Mastershare Unit Scheme is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 14.55% 20.43% -12.94% -13.70% 1.03 0.59 0.40

Union Largecap Fund

19 The Union Largecap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 18.42% 20.76% -14.04% -12.66% 0.98 0.57 0.37

Indiabulls Blue Chip Fund

20 The Indiabulls Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 16.14% 17.58% -12.63% -16.32% 0.80 0.43 0.40

Lic Mf Large Cap Fund

21 The Lic Mf Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 11.07% 17.61% -14.50% -12.28% 0.78 0.45 0.40

Franklin India Bluechip Fund

22 The Franklin India Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 15.35% 22.57% -13.13% -16.80% 0.94 0.56 0.40

Taurus Largecap Equity Fund

23 The Taurus Largecap Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 17<sup>th</sup> KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 10.63% 18.09% -13.52% -19.12% 0.71 0.38 0.42

Hsbc Large Cap Equity Fund

24 The Hsbc Large Cap Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 18.36% 19.98% -13.08% -14.84% 0.89 0.51 0.36

Axis Bluechip Fund

25 The Axis Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 9.43% 15.06% -17.27% -14.67% 0.62 0.35 0.38

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 29 September 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Frontline Equity Fund
0.08
5
0.24
10
1.96
11
5.30
13
18.30
11
18.72
10
22.74
6
13.18
9
Baroda BNP Paribas Large Cap Fund
-0.06
12
0.43
6
1.89
14
5.94
10
16.87
21
19.39
8
Bank Of India Bluechip Fund
0.42
1
1.09
2
3.26
2
6.92
6
20.14
4
17.22
18
Canara Robeco Bluechip Equity Fund
-0.11
15
0.17
12
1.59
20
3.77
24
16.13
24
17.13
20
19.56
15
14.79
2
DSP Top 100 Equity Fund
0.37
3
0.46
5
1.30
24
6.22
9
19.76
7
19.79
6
19.33
17
11.89
18
Edelweiss Large Cap Fund
0.02
10
0.34
8
1.93
12
4.85
16
17.41
18
21.49
4
21.24
9
13.47
7
Franklin India Bluechip Fund
-0.16
17
-0.22
27
1.26
25
3.94
23
15.67
25
15.35
24
22.57
7
11.23
20
HDFC Top 100 Fund
0.26
4
0.55
3
2.93
5
7.04
5
19.82
6
25.76
2
27.13
2
13.68
6
HSBC Large Cap Equity Fund
-0.23
22
0.14
16
1.78
16
5.25
14
17.99
12
18.36
13
19.98
13
12.58
13
ICICI Prudential Bluechip Fund
0.05
7
2.76
6
7.15
3
19.19
9
23.05
3
24.72
3
14.37
3
IDBI India Top 100 Equity Fund
IDFC Large Cap Fund
-0.45
28
-0.23
28
1.18
27
3.30
26
17.67
15
15.43
23
18.04
20
11.92
16
Indiabulls Blue Chip Fund
-0.06
13
0.53
4
2.34
8
4.25
21
15.07
26
16.14
21
17.58
23
10.22
22
Invesco India Largecap Fund
-0.38
27
-0.02
22
1.22
26
3.96
22
19.90
5
17.91
16
19.68
14
12.88
12
ITI Large Cap Fund
0.04
8
0.15
15
1.79
15
4.51
20
16.87
20
18.14
14
JM Large Cap Fund
-0.22
21
0.20
11
2.93
4
7.64
2
19.48
8
21.04
5
18.73
18
12.29
15
Kotak Bluechip Fund
-0.26
23
-0.02
21
1.75
17
5.08
15
16.49
22
17.93
15
20.77
10
14.00
5
LIC Mf Large Cap Fund
-0.32
25
-0.19
26
0.85
28
2.70
28
13.18
29
11.07
27
17.61
22
11.91
17
Mahindra Manulife Large Cap Pragati Yojana
0.05
6
0.13
17
2.51
7
6.26
8
18.69
10
17.14
19
22.26
8
Mirae Asset Large Cap Fund
-0.07
14
0.05
20
1.55
21
4.54
18
16.44
23
15.84
22
19.51
16
13.07
10
Quant Large Cap Fund
0.41
2
1.10
1
3.09
3
6.73
7
22.15
2
14.22
26
Nippon India Large Cap Fund
0.03
9
0.34
9
2.27
9
7.93
1
23.78
1
27.16
1
30.30
1
15.15
1
SBI Blue Chip Fund
-0.12
16
0.43
7
1.66
19
3.68
25
17.44
17
19.74
7
23.22
4
14.35
4
Sundaram Large Cap Fund
-0.19
19
0.08
19
1.72
18
5.37
12
17.81
14
18.47
11
Tata Large Cap Fund
-0.18
18
0.17
13
1.38
23
4.52
19
17.58
16
18.89
9
22.95
5
13.40
8
Taurus Largecap Equity Fund
-0.01
11
-0.03
23
3.34
1
7.14
4
20.29
3
10.63
28
18.09
19
10.01
23
Union Largecap Fund
-0.21
20
0.16
14
1.92
13
5.51
11
17.89
13
18.42
12
20.76
11
12.54
14
UTI Mastershare Unit Scheme
-0.35
26
-0.15
24
2.01
10
4.71
17
17.39
19
14.55
25
20.43
12
13.03
11
PGIM India Large Cap Fund
-0.45
29
-0.18
25
0.72
29
2.75
27
14.00
27
17.40
17
17.63
21
10.99
21
Axis Bluechip Fund
-0.30
24
0.13
18
1.51
22
2.65
29
13.82
28
9.43
29
15.06
24
11.88
19

Returns (Direct Plan)

As On: 29 September 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Frontline Equity Fund
0.08
5
0.24
10
1.96
11
5.30
13
18.30
11
18.72
10
22.74
6
13.18
9
Baroda BNP Paribas Large Cap Fund
-0.06
12
0.43
6
1.89
14
5.94
10
16.87
21
19.39
8
Bank Of India Bluechip Fund
0.42
1
1.09
2
3.26
2
6.92
6
20.14
4
17.22
18
Canara Robeco Bluechip Equity Fund
-0.11
15
0.17
12
1.59
20
3.77
24
16.13
24
17.13
20
19.56
15
14.79
2
DSP Top 100 Equity Fund
0.37
3
0.46
5
1.30
24
6.22
9
19.76
7
19.79
6
19.33
17
11.89
18
Edelweiss Large Cap Fund
0.02
10
0.34
8
1.93
12
4.85
16
17.41
18
21.49
4
21.24
9
13.47
7
Franklin India Bluechip Fund
-0.16
17
-0.22
27
1.26
25
3.94
23
15.67
25
15.35
24
22.57
7
11.23
20
HDFC Top 100 Fund
0.26
4
0.55
3
2.93
5
7.04
5
19.82
6
25.76
2
27.13
2
13.68
6
HSBC Large Cap Equity Fund
-0.23
22
0.14
16
1.78
16
5.25
14
17.99
12
18.36
13
19.98
13
12.58
13
ICICI Prudential Bluechip Fund
0.05
7
2.76
6
7.15
3
19.19
9
23.05
3
24.72
3
14.37
3
IDBI India Top 100 Equity Fund
IDFC Large Cap Fund
-0.45
28
-0.23
28
1.18
27
3.30
26
17.67
15
15.43
23
18.04
20
11.92
16
Indiabulls Blue Chip Fund
-0.06
13
0.53
4
2.34
8
4.25
21
15.07
26
16.14
21
17.58
23
10.22
22
Invesco India Largecap Fund
-0.38
27
-0.02
22
1.22
26
3.96
22
19.90
5
17.91
16
19.68
14
12.88
12
ITI Large Cap Fund
0.04
8
0.15
15
1.79
15
4.51
20
16.87
20
18.14
14
JM Large Cap Fund
-0.22
21
0.20
11
2.93
4
7.64
2
19.48
8
21.04
5
18.73
18
12.29
15
Kotak Bluechip Fund
-0.26
23
-0.02
21
1.75
17
5.08
15
16.49
22
17.93
15
20.77
10
14.00
5
LIC Mf Large Cap Fund
-0.32
25
-0.19
26
0.85
28
2.70
28
13.18
29
11.07
27
17.61
22
11.91
17
Mahindra Manulife Large Cap Pragati Yojana
0.05
6
0.13
17
2.51
7
6.26
8
18.69
10
17.14
19
22.26
8
Mirae Asset Large Cap Fund
-0.07
14
0.05
20
1.55
21
4.54
18
16.44
23
15.84
22
19.51
16
13.07
10
Quant Large Cap Fund
0.41
2
1.10
1
3.09
3
6.73
7
22.15
2
14.22
26
Nippon India Large Cap Fund
0.03
9
0.34
9
2.27
9
7.93
1
23.78
1
27.16
1
30.30
1
15.15
1
SBI Blue Chip Fund
-0.12
16
0.43
7
1.66
19
3.68
25
17.44
17
19.74
7
23.22
4
14.35
4
Sundaram Large Cap Fund
-0.19
19
0.08
19
1.72
18
5.37
12
17.81
14
18.47
11
Tata Large Cap Fund
-0.18
18
0.17
13
1.38
23
4.52
19
17.58
16
18.89
9
22.95
5
13.40
8
Taurus Largecap Equity Fund
-0.01
11
-0.03
23
3.34
1
7.14
4
20.29
3
10.63
28
18.09
19
10.01
23
Union Largecap Fund
-0.21
20
0.16
14
1.92
13
5.51
11
17.89
13
18.42
12
20.76
11
12.54
14
UTI Mastershare Unit Scheme
-0.35
26
-0.15
24
2.01
10
4.71
17
17.39
19
14.55
25
20.43
12
13.03
11
PGIM India Large Cap Fund
-0.45
29
-0.18
25
0.72
29
2.75
27
14.00
27
17.40
17
17.63
21
10.99
21
Axis Bluechip Fund
-0.30
24
0.13
18
1.51
22
2.65
29
13.82
28
9.43
29
15.06
24
11.88
19
Click on + to See Details
As On: 29 September 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.78
8
4.26
14
6.93
9
10.31
4
15.83
7

Axis Bluechip Fund

0.72
29
1.84
29
3.03
29
2.94
26
15.23
16

Franklin India Bluechip Fund

1.43
19
2.79
28
4.99
25
5.52
25
15.20
17

Mirae Asset Large Cap Fund

1.61
15
3.92
19
5.48
22
8.70
14
15.55
9

Canara Robeco Bluechip Equity Fund

1.22
26
4.10
17
6.74
11
8.19
16
18.34
2

Dsp Top 100 Equity Fund

1.28
24
4.18
15
8.32
3
7.37
22
11.28
23

Edelweiss Large Cap Fund

1.58
16
4.93
7
7.54
6
9.76
9
15.66
8

Hdfc Top 100 Fund

2.04
3
5.67
1
8.58
2
14.10
2
14.45
19

Hsbc Large Cap Equity Fund

1.62
13
3.96
18
5.92
18
7.63
21
14.56
18

Icici Prudential Bluechip Fund

2.16
1
5.65
2
8.27
4
12.91
3
17.01
3

Idbi India Top 100 Equity Fund

0.31
30
3.68
23
6.31
15
9.62
10
18.36
1

Idfc Large Cap Fund

0.98
27
3.40
25
5.92
17
8.38
15
15.35
13

Indiabulls Blue Chip Fund

1.52
18
4.31
11
5.36
23
7.87
20
11.22
24

Invesco India Largecap Fund

1.32
22
3.42
24
6.17
16
10.27
5
15.47
11

Jm Large Cap Fund

1.89
6
5.13
6
7.40
7
10.00
8
14.43
20

Kotak Bluechip Fund

1.66
11
3.87
21
6.40
13
8.95
12
16.82
5

Mahindra Pragati Bluechip Yojana

2.03
4
4.13
16
5.21
24
8.12
17

Nippon India Large Cap Fund

2.15
2
5.60
3
10.55
1
16.00
1
15.52
10

Pgim India Large Cap Fund

1.26
25
4.72
10
6.86
10
7.25
23
12.90
21

Sbi Blue Chip Fund

1.31
23
4.31
12
7.64
5
9.46
11
16.40
6

Tata Large Cap Fund

1.79
7
4.81
8
6.43
12
10.25
6
15.27
15

Union Largecap Fund

1.61
14
3.86
22
5.53
21
8.83
13
15.29
14

Uti Mastershare Unit Scheme

1.65
12
3.17
26
4.86
26
7.97
19
16.88
4

Taurus Largecap Equity Fund

1.56
17
4.29
13
3.16
28
8.02
18
12.56
22

Lic Mf Large Cap Fund

0.91
28
3.14
27
3.88
27
6.18
24
15.38
12

Iti Large Cap Fund

1.40
20
5.35
4
6.39
14

Sundaram Large Cap Fund

1.73
10
5.19
5
5.85
20
10.23
7

Boi Axa Bluechip Fund

1.38
21
3.89
20
5.91
19

Baroda Bnp Paribas Large Cap Fund

1.74
9
4.72
9
7.04
8

Quant Large Cap Fund

1.98
5
As On: 29 September 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.84
10
4.43
15
7.29
12
11.06
9
16.62
13

Axis Bluechip Fund

0.80
29
2.10
29
3.57
28
3.97
26
16.63
12

Franklin India Bluechip Fund

1.50
21
2.99
28
5.48
25
6.36
25
16.05
16

Mirae Asset Large Cap Fund

1.69
15
4.20
20
6.02
22
9.84
15
16.82
9

Canara Robeco Bluechip Equity Fund

1.34
26
4.48
14
7.49
10
9.86
14
20.09
1

Dsp Top 100 Equity Fund

1.35
25
4.39
16
8.74
3
8.21
22
12.14
24

Edelweiss Large Cap Fund

1.70
13
5.36
6
8.39
5
11.53
6
17.49
6

Hdfc Top 100 Fund

2.08
5
5.83
3
8.90
2
14.76
2
15.12
20

Hsbc Large Cap Equity Fund

1.70
14
4.21
18
6.42
20
8.66
21
15.65
18

Icici Prudential Bluechip Fund

2.20
2
5.84
2
8.58
4
13.62
3
17.75
5

Idbi India Top 100 Equity Fund

0.42
30
3.97
23
6.88
16
10.80
10
19.80
2

Idfc Large Cap Fund

1.10
27
3.72
25
6.57
18
9.72
16
16.64
11

Indiabulls Blue Chip Fund

1.61
17
4.63
12
5.94
24
9.26
18
12.83
22

Invesco India Largecap Fund

1.42
22
3.80
24
6.96
15
11.91
5
17.05
8

Jm Large Cap Fund

1.95
6
5.32
7
7.79
7
11.07
8
15.59
19

Kotak Bluechip Fund

1.76
11
4.20
19
7.08
13
10.33
11
18.22
3

Mahindra Pragati Bluechip Yojana

2.20
3
4.64
11
6.17
21
10.17
13

Nippon India Large Cap Fund

2.22
1
5.83
4
11.02
1
17.03
1
16.51
14

Pgim India Large Cap Fund

1.39
23
5.11
8
7.67
9
8.87
20
14.54
21

Sbi Blue Chip Fund

1.37
24
4.51
13
8.03
6
10.27
12
17.29
7

Tata Large Cap Fund

1.87
7
5.07
9
6.99
14
11.36
7
16.28
15

Union Largecap Fund

1.65
16
4.05
22
5.96
23
9.65
17
16.01
17

Uti Mastershare Unit Scheme

1.73
12
3.40
26
5.33
26
8.94
19
17.95
4

Taurus Largecap Equity Fund

1.57
19
4.31
17
3.20
29
8.11
23
12.73
23

Lic Mf Large Cap Fund

1.00
28
3.40
27
4.42
27
7.49
24
16.78
10

Iti Large Cap Fund

1.58
18
5.87
1
7.47
11

Sundaram Large Cap Fund

1.85
8
5.55
5
6.57
17
12.04
4

Boi Axa Bluechip Fund

1.53
20
4.11
21
6.46
19

Baroda Bnp Paribas Large Cap Fund

1.84
9
5.04
10
7.68
8

Quant Large Cap Fund

2.14
4
As On: 30 June 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

-12.42
6
-11.38
7
-4.13
7
14.01
13
9.31
12

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

-12.69
8
-12.48
13
-4.35
9
13.09
2
8.79
2

Dsp Top 100 Equity Fund

-15.50
22
-14.68
24
-5.63
18
13.48
8
9.08
8

Edelweiss Large Cap Fund

-12.40
5
-11.44
8
-4.12
6
13.55
10
9.14
9

Franklin India Bluechip Fund

-16.80
24
-13.13
17
-6.34
20
15.14
22
9.79
20

Hdfc Top 100 Fund

-15.09
21
-6.79
1
-3.93
3
15.28
23
10.10
23

Hsbc Large Cap Equity Fund

-14.84
19
-13.08
16
-4.99
12
14.82
21
9.84
22

Icici Prudential Bluechip Fund

-11.65
2
-8.34
3
-3.45
1
13.32
6
8.87
4

Idbi India Top 100 Equity Fund

-12.97
10
-12.00
12
-6.36
21
14.15
14
9.79
19

Idfc Large Cap Fund

-13.31
12
-13.18
18
-5.65
19
13.33
7
8.80
3

Indiabulls Blue Chip Fund

-16.32
23
-12.63
14
-5.59
16
14.34
17
9.80
21

Invesco India Largecap Fund

-14.03
16
-14.38
22
-5.62
17
13.82
11
9.68
17

Jm Large Cap Fund

-11.47
1
-10.73
5
-3.50
2
11.62
1
8.22
1

Kotak Bluechip Fund

-12.93
9
-11.63
9
-4.90
10
13.28
5
9.02
7

Lic Mf Large Cap Fund

-12.28
4
-14.50
23
-6.97
22
14.33
16
9.41
13

Mahindra Manulife Large Cap Pragati Yojana

-14.94
20
-11.66
10
-5.51
14
13.54
9
9.18
10

Mirae Asset Large Cap Fund

-13.39
13
-10.99
6
-4.17
8
13.21
3
8.98
6

Nippon India Large Cap Fund

-14.66
17
-7.75
2
-4.01
4
16.11
25
10.67
24

Sbi Blue Chip Fund

-11.81
3
-10.33
4
-4.04
5
14.54
19
9.29
11

Tata Large Cap Fund

-13.46
14
-11.92
11
-5.55
15
14.35
18
9.71
18

Taurus Largecap Equity Fund

-19.12
25
-13.52
19
-7.86
25
15.95
24
10.94
25

Union Largecap Fund

-12.66
7
-14.04
20
-5.15
13
14.21
15
9.60
15

Uti Mastershare Unit Scheme

-13.70
15
-12.94
15
-4.97
11
13.99
12
9.51
14

Pgim India Large Cap Fund

-13.15
11
-14.17
21
-7.41
23
13.23
4
8.98
5

Axis Bluechip Fund

-14.67
18
-17.27
25
-7.42
24
14.78
20
9.68
16
As On: 30 June 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.15
5
0.70
5
1.14
5
0.39
1.00
9 0.95 8
0.97
5
0.17
9
1.96
6
-0.2636
9

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

1.05
12
0.61
11
0.96
13
0.38
-0.77
16 0.89 15
0.97
4
0.15
15
1.84
12
-3.4872
17

Dsp Top 100 Equity Fund

0.91
20
0.51
19
0.82
22
0.39
-2.01
20 0.88 19
0.89
15
0.14
20
1.69
20
-5.0445
21

Edelweiss Large Cap Fund

1.13
8
0.67
6
1.09
7
0.36
0.88
10 0.92 11
0.97
1
0.17
11
1.94
8
-1.1076
10

Franklin India Bluechip Fund

0.94
18
0.56
16
0.96
14
0.40
4.97
3 0.76 24
0.50
25
0.19
4
1.69
19
-0.2364
8

Hdfc Top 100 Fund

1.21
3
0.74
4
1.59
2
0.39
8.56
1 0.80 22
0.55
24
0.23
1
1.97
4
4.2415
2

Hsbc Large Cap Equity Fund

0.89
21
0.51
20
0.91
17
0.36
-3.29
22 0.99 3
0.95
7
0.13
21
1.67
21
-3.4611
16

Icici Prudential Bluechip Fund

1.28
2
0.79
2
1.38
3
0.39
7.89
2 0.76 23
0.65
23
0.22
2
2.04
2
2.7388
3

Idbi India Top 100 Equity Fund

1.12
9
0.63
10
1.09
8
0.37
4.02
5 0.88 17
0.77
21
0.18
5
1.88
9
1.4396
4

Idfc Large Cap Fund

1.01
15
0.59
13
0.93
15
0.37
-0.64
15 0.87 20
0.91
14
0.15
14
1.80
15
-3.7192
19

Indiabulls Blue Chip Fund

0.80
22
0.43
23
0.85
21
0.40
-4.20
23 0.96 7
0.94
10
0.12
23
1.58
22
-5.2740
22

Invesco India Largecap Fund

1.02
14
0.55
17
0.91
18
0.36
0.51
13 0.88 18
0.86
18
0.16
12
1.82
13
-2.3985
13

Jm Large Cap Fund

0.94
19
0.50
21
0.90
19
0.38
0.52
12 0.74 25
0.88
17
0.15
17
1.74
18
-5.7375
23

Kotak Bluechip Fund

1.14
6
0.67
7
1.08
9
0.38
1.15
8 0.90 14
0.97
2
0.17
10
1.95
7
-1.2745
11

Lic Mf Large Cap Fund

0.78
23
0.45
22
0.77
24
0.40
-1.33
18 0.90 13
0.78
20
0.12
22
1.52
23
-3.5500
18

Mahindra Manulife Large Cap Pragati Yojana

1.05
11
0.60
12
1.03
11
0.39
0.05
14 0.90 12
0.94
11
0.16
13
1.85
11
-2.3298
12

Mirae Asset Large Cap Fund

1.09
10
0.63
9
1.07
10
0.37
4.01
6 0.81 21
0.75
22
0.18
6
1.85
10
-0.0891
7

Nippon India Large Cap Fund

1.36
1
0.85
1
1.71
1
0.39
4.12
4 1.04 1
0.88
16
0.21
3
2.16
1
5.1779
1

Sbi Blue Chip Fund

1.18
4
0.78
3
1.25
4
0.41
0.75
11 0.98 4
0.95
8
0.18
7
1.98
3
0.1661
5

Tata Large Cap Fund

1.14
7
0.66
8
1.12
6
0.36
1.52
7 0.94 10
0.93
12
0.17
8
1.96
5
0.0200
6

Taurus Largecap Equity Fund

0.71
24
0.38
24
0.81
23
0.42
-6.30
24 1.01 2
0.84
19
0.11
24
1.48
24
-6.0782
24

Union Largecap Fund

0.98
16
0.57
15
0.91
16
0.37
-2.35
21 0.97 6
0.97
3
0.14
19
1.77
16
-3.1906
15

Uti Mastershare Unit Scheme

1.03
13
0.59
14
0.98
12
0.40
-1.39
19 0.94 9
0.96
6
0.15
16
1.82
14
-2.7595
14

Pgim India Large Cap Fund

0.97
17
0.55
18
0.86
20
0.39
-0.93
17 0.88 16
0.94
9
0.15
18
1.77
17
-3.7358
20

Axis Bluechip Fund

0.62
25
0.35
25
0.62
25
0.38
-6.97
25 0.97 5
0.91
13
0.09
25
1.38
25
-7.6993
25




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.