| Fund Name | NAV Date | NAV | Rupee Change | Percent Change |
|---|---|---|---|---|
| Franklin India BLUECHIP FUND - IDCW | 27/Sep/2023 | 42.5238 |
0.1235
|
0.2913%
|
| Franklin India BLUECHIP FUND - Direct - IDCW | 27/Sep/2023 | 48.6461 |
0.1425
|
0.2938%
|
| Franklin India Bluechip Fund-Growth | 27/Sep/2023 | 767.3648 |
2.2293
|
0.2914%
|
| Franklin India Bluechip Fund- Direct - Growth | 27/Sep/2023 | 837.5423 |
2.4544
|
0.2939%
|
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
2.03
|
2.61
|
No
|
No
|
Yes
|
23/29 | 1.42 / 4.45 |
| 1M Rolling Return % |
1.45
|
1.50
|
No
|
No
|
No
|
18/30 | 0.44 / 2.15 |
| 3M Return % |
4.79
|
6.10
|
No
|
No
|
Yes
|
23/28 | 3.67 / 8.82 |
| 3M Rolling Return % |
2.80
|
4.28
|
No
|
No
|
Yes
|
28/29 | 1.98 / 5.74 |
| 6M Return % |
16.47
|
18.63
|
No
|
No
|
Yes
|
25/29 | 14.10 / 24.70 |
| 6M Rolling Return % |
4.75
|
5.80
|
No
|
No
|
Yes
|
24/29 | 2.87 / 9.83 |
| 1Y Return % |
15.43
|
17.00
|
No
|
No
|
No
|
21/29 | 8.71 / 26.00 |
| 1Y Rolling Return % |
5.37
|
8.93
|
No
|
No
|
Yes
|
25/26 | 2.78 / 15.92 |
| 3Y Return % |
23.37
|
21.46
|
Yes
|
Yes
|
No
|
6/24 | 15.64 / 30.78 |
| 3Y Rolling Return % |
15.21
|
15.22
|
No
|
No
|
No
|
17/24 | 11.24 / 18.42 |
| 5Y Return % |
11.03
|
12.64
|
No
|
No
|
Yes
|
21/23 | 9.87 / 14.94 |
| Standard Deviation |
15.14
|
14.06
|
No
|
No
|
Yes
|
22/25 | 11.62 / 16.11 |
| Semi Deviation |
9.79
|
9.45
|
No
|
No
|
Yes
|
20/25 | 8.22 / 10.94 |
| Max Drawdown |
-13.13
|
-12.20
|
No
|
No
|
No
|
17/25 | -17.27 / -6.79 |
| VaR 1 Y |
-16.80
|
-13.85
|
No
|
No
|
Yes
|
24/25 | -19.12 / -11.47 |
| Average Drawdown |
-6.34
|
-5.27
|
No
|
No
|
Yes
|
20/25 | -7.86 / -3.45 |
| Sharpe Ratio |
0.94
|
1.02
|
No
|
No
|
No
|
18/25 | 0.62 / 1.36 |
| Sterling Ratio |
0.96
|
1.03
|
No
|
No
|
No
|
14/25 | 0.62 / 1.71 |
| Sortino Ratio |
0.56
|
0.60
|
No
|
No
|
No
|
16/25 | 0.35 / 0.85 |
| Jensen Alpha |
4.97
|
0.39
|
Yes
|
Yes
|
No
|
3/25 | -6.97 / 8.56 |
| Treynor Ratio |
0.19
|
0.16
|
Yes
|
Yes
|
No
|
4/25 | 0.09 / 0.23 |
| Modigliani Square measure |
20.74
|
22.96
|
No
|
No
|
Yes
|
20/25 | 16.60 / 27.36 |
| Active Return |
-0.24
|
-1.91
|
Yes
|
No
|
No
|
8/25 | -7.70 / 5.18 |
All parametrs are in percentage
| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
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 ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section. | 17.95% | 23.27% | -11.38% | -12.42% | 1.15 | 0.70 | 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 36% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section. | 20.55% | 21.72% | -11.44% | -12.40% | 1.13 | 0.67 | 0.36 |
|
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. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section. | 21.99% | 25.33% | -8.34% | -11.65% | 1.28 | 0.79 | 0.39 |
|
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 eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Bluechip Fund performance snapshot section. | 17.53% | 21.63% | -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. You can read more about the fund KPIs in the Sbi Blue Chip Fund performance snapshot section. | 19.10% | 23.94% | -10.33% | -11.81% | 1.18 | 0.78 | 0.41 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
2.11
|
2.71
|
No
|
No
|
Yes
|
23/29 | 1.56 / 4.52 |
| 1M Rolling Return % |
1.52
|
1.59
|
No
|
No
|
No
|
19/30 | 0.52 / 2.22 |
| 3M Return % |
5.06
|
6.37
|
No
|
No
|
Yes
|
23/28 | 3.94 / 9.04 |
| 3M Rolling Return % |
3.02
|
4.56
|
No
|
No
|
Yes
|
28/29 | 2.23 / 5.98 |
| 6M Return % |
17.05
|
19.26
|
No
|
No
|
Yes
|
25/29 | 14.67 / 25.20 |
| 6M Rolling Return % |
5.23
|
6.37
|
No
|
No
|
Yes
|
25/29 | 3.20 / 10.28 |
| 1Y Return % |
16.48
|
18.26
|
No
|
No
|
No
|
21/29 | 9.77 / 27.05 |
| 1Y Rolling Return % |
6.19
|
10.08
|
No
|
No
|
Yes
|
25/26 | 3.87 / 16.94 |
| 3Y Return % |
24.35
|
22.70
|
Yes
|
No
|
No
|
7/24 | 16.92 / 31.87 |
| 3Y Rolling Return % |
16.07
|
16.37
|
No
|
No
|
No
|
16/24 | 12.15 / 20.12 |
| 5Y Return % |
11.90
|
13.73
|
No
|
No
|
Yes
|
21/23 | 10.05 / 16.33 |
| Standard Deviation |
15.14
|
14.06
|
No
|
No
|
Yes
|
22/25 | 11.62 / 16.11 |
| Semi Deviation |
9.79
|
9.45
|
No
|
No
|
Yes
|
20/25 | 8.22 / 10.94 |
| Max Drawdown |
-13.13
|
-12.20
|
No
|
No
|
No
|
17/25 | -17.27 / -6.79 |
| VaR 1 Y |
-16.80
|
-13.85
|
No
|
No
|
Yes
|
24/25 | -19.12 / -11.47 |
| Average Drawdown |
-6.34
|
-5.27
|
No
|
No
|
Yes
|
20/25 | -7.86 / -3.45 |
| Sharpe Ratio |
0.94
|
1.02
|
No
|
No
|
No
|
18/25 | 0.62 / 1.36 |
| Sterling Ratio |
0.96
|
1.03
|
No
|
No
|
No
|
14/25 | 0.62 / 1.71 |
| Sortino Ratio |
0.56
|
0.60
|
No
|
No
|
No
|
16/25 | 0.35 / 0.85 |
| Jensen Alpha |
4.97
|
0.39
|
Yes
|
Yes
|
No
|
3/25 | -6.97 / 8.56 |
| Treynor Ratio |
0.19
|
0.16
|
Yes
|
Yes
|
No
|
4/25 | 0.09 / 0.23 |
| Modigliani Square measure |
20.74
|
22.96
|
No
|
No
|
Yes
|
20/25 | 16.60 / 27.36 |
| Active Return |
-0.24
|
-1.91
|
Yes
|
No
|
No
|
8/25 | -7.70 / 5.18 |
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Return % | 2.03% | 2.11% |
| 1M Rolling Return % | 1.45% | 1.52% |
| 3M Return % | 4.79% | 5.06% |
| 3M Rolling Return % | 2.80% | 3.02% |
| 6M Return % | 16.47% | 17.05% |
| 6M Rolling Return % | 4.75% | 5.23% |
| 1Y Return % | 15.43% | 16.48% |
| 1Y Rolling Return % | 5.37% | 6.19% |
| 3Y Return % | 23.37% | 24.35% |
| 3Y Rolling Return % | 15.21% | 16.07% |
| 5Y Return % | 11.03% | 11.90% |
| Standard Deviation | 15.14% | 15.14% |
| Semi Deviation | 9.79% | 9.79% |
| Max Drawdown | -13.13% | -13.13% |
| VaR 1 Y | -16.80% | -16.80% |
| Average Drawdown | -6.34% | -6.34% |
| Sharpe Ratio | 0.94% | 0.94% |
| Sterling Ratio | 0.96% | 0.96% |
| Sortino Ratio | 0.56% | 0.56% |
| Jensen Alpha | 4.97% | 4.97% |
| Treynor Ratio | 0.19% | 0.19% |
| Modigliani Square measure | 20.74% | 20.74% |
| Active Return | -0.24% | -0.24% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Investment Period | Mini. Possible Return in Investment Period |
Max. Possible Return in Investment Period |
Expected Return in Investment Period |
Loss Probability in Investment Period |
|---|---|---|---|---|
| One Year | -31.72% | 76.84% | 8.01% | 25.59% |
| Three Year | 0.51% | 19.93% | 13.28% | 0.00% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Jm Large Cap Fund |
0.54
|
1 |
-0.42
|
3 |
4.45
|
1 |
8.51
|
2 |
20.68
|
5 |
20.81
|
4 |
19.22
|
18 |
12.33
|
15 |
| Hdfc Top 100 Fund |
0.51
|
2 |
-0.91
|
19 |
3.04
|
6 |
7.78
|
6 |
20.17
|
7 |
24.38
|
2 |
27.65
|
2 |
13.49
|
6 |
| Icici Prudential Bluechip Fund |
0.46
|
3 |
-0.83
|
14 |
3.30
|
5 |
7.85
|
4 |
19.45
|
9 |
21.99
|
3 |
25.33
|
3 |
14.16
|
4 |
| Hsbc Large Cap Equity Fund |
0.45
|
4 |
-0.81
|
13 |
2.55
|
14 |
6.29
|
13 |
18.93
|
12 |
17.63
|
11 |
20.71
|
13 |
12.43
|
14 |
| Tata Large Cap Fund |
0.44
|
5 |
-0.61
|
4 |
2.23
|
21 |
5.58
|
17 |
18.14
|
19 |
18.19
|
9 |
23.59
|
5 |
13.32
|
8 |
| Mirae Asset Large Cap Fund |
0.43
|
6 |
-1.13
|
26 |
1.89
|
25 |
5.40
|
18 |
16.94
|
24 |
15.21
|
22 |
20.20
|
15 |
12.91
|
11 |
| Kotak Bluechip Fund |
0.43
|
7 |
-0.83
|
15 |
2.59
|
13 |
6.08
|
14 |
17.42
|
22 |
17.53
|
13 |
21.63
|
10 |
13.97
|
5 |
| Baroda Bnp Paribas Large Cap Fund |
0.42
|
8 |
-0.78
|
9 |
2.37
|
18 |
6.71
|
9 |
17.80
|
20 |
18.35
|
8 |
|
|
||
| Bank Of India Bluechip Fund |
0.42
|
9 |
-0.25
|
2 |
3.72
|
4 |
7.33
|
7 |
20.60
|
6 |
15.94
|
20 |
|
|
||
| Sundaram Large Cap Fund |
0.41
|
10 |
-0.80
|
12 |
2.34
|
19 |
6.46
|
11 |
18.64
|
15 |
17.59
|
12 |
|
|
||
| Sbi Blue Chip Fund |
0.41
|
11 |
-0.64
|
5 |
2.53
|
15 |
4.43
|
25 |
18.42
|
16 |
19.10
|
6 |
23.94
|
4 |
14.19
|
3 |
| Edelweiss Large Cap Fund |
0.41
|
12 |
-0.74
|
8 |
2.38
|
17 |
|
18.35
|
17 |
20.55
|
5 |
21.72
|
9 |
13.36
|
7 | |
| Indiabulls Blue Chip Fund |
0.40
|
13 |
-0.64
|
6 |
2.92
|
8 |
5.13
|
21 |
15.67
|
26 |
14.89
|
23 |
18.30
|
21 |
10.09
|
22 |
| Idfc Large Cap Fund |
0.35
|
14 |
-0.83
|
16 |
1.93
|
24 |
4.70
|
24 |
19.09
|
11 |
14.84
|
24 |
18.76
|
19 |
11.96
|
16 |
| Nippon India Large Cap Fund |
0.35
|
15 |
-0.74
|
7 |
2.80
|
10 |
8.82
|
1 |
24.70
|
1 |
26.00
|
1 |
30.78
|
1 |
14.94
|
1 |
| Invesco India Largecap Fund |
0.32
|
16 |
-0.88
|
18 |
1.88
|
26 |
5.28
|
20 |
21.27
|
4 |
17.52
|
14 |
20.41
|
14 |
12.91
|
12 |
| Quant Large Cap Fund |
0.32
|
17 |
-0.03
|
1 |
3.87
|
3 |
8.38
|
3 |
22.91
|
2 |
12.40
|
26 |
|
|
||
| Aditya Birla Sun Life Frontline Equity Fund |
0.31
|
18 |
-1.09
|
25 |
2.40
|
16 |
5.96
|
15 |
18.72
|
14 |
17.95
|
10 |
23.27
|
7 |
13.03
|
9 |
| Franklin India Bluechip Fund |
0.29
|
19 |
-1.22
|
28 |
2.03
|
23 |
4.79
|
23 |
16.47
|
25 |
15.43
|
21 |
23.37
|
6 |
11.03
|
21 |
| Pgim India Large Cap Fund |
0.28
|
20 |
-0.87
|
17 |
1.42
|
29 |
4.02
|
26 |
15.08
|
27 |
17.22
|
16 |
18.24
|
23 |
11.09
|
20 |
| Uti Mastershare Unit Scheme |
0.28
|
21 |
-0.92
|
20 |
2.88
|
9 |
5.84
|
16 |
18.16
|
18 |
14.30
|
25 |
21.24
|
12 |
12.95
|
10 |
| Union Largecap Fund |
0.27
|
22 |
-0.80
|
11 |
2.70
|
11 |
6.52
|
10 |
18.83
|
13 |
17.48
|
15 |
21.47
|
11 |
12.57
|
13 |
| Dsp Top 100 Equity Fund |
0.26
|
23 |
-1.69
|
29 |
1.55
|
28 |
6.29
|
12 |
19.80
|
8 |
19.02
|
7 |
19.84
|
17 |
11.57
|
19 |
| Canara Robeco Bluechip Equity Fund |
0.26
|
24 |
-0.98
|
22 |
2.13
|
22 |
4.84
|
22 |
16.96
|
23 |
16.26
|
19 |
20.15
|
16 |
14.71
|
2 |
| Taurus Largecap Equity Fund |
0.24
|
25 |
-1.05
|
23 |
4.30
|
2 |
7.81
|
5 |
21.53
|
3 |
9.84
|
28 |
18.59
|
20 |
9.87
|
23 |
| Lic Mf Large Cap Fund |
0.22
|
26 |
-1.07
|
24 |
1.67
|
27 |
3.67
|
28 |
14.10
|
29 |
10.58
|
27 |
18.28
|
22 |
11.89
|
17 |
| Iti Large Cap Fund |
0.22
|
27 |
-1.21
|
27 |
2.30
|
20 |
5.39
|
19 |
17.61
|
21 |
17.03
|
17 |
|
|
||
| Mahindra Manulife Large Cap Pragati Yojana |
0.17
|
28 |
-0.97
|
21 |
3.04
|
7 |
6.93
|
8 |
19.32
|
10 |
16.30
|
18 |
22.72
|
8 |
|
|
| Axis Bluechip Fund |
0.06
|
29 |
-0.79
|
10 |
2.62
|
12 |
3.87
|
27 |
14.67
|
28 |
8.71
|
29 |
15.64
|
24 |
11.88
|
18 |
| Idbi India Top 100 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
|
Jm Large Cap Fund |
0.55
|
1 |
-0.41
|
3 |
4.52
|
1 |
8.72
|
3 |
21.13
|
5 |
21.68
|
5 |
20.29
|
18 |
13.38
|
14 |
|
Hdfc Top 100 Fund |
0.51
|
2 |
-0.90
|
19 |
3.10
|
7 |
7.94
|
5 |
20.51
|
7 |
25.11
|
2 |
28.40
|
2 |
14.16
|
9 |
|
Icici Prudential Bluechip Fund |
0.45
|
3 |
-0.82
|
16 |
3.35
|
5 |
8.00
|
4 |
19.78
|
11 |
22.70
|
3 |
26.08
|
3 |
14.88
|
6 |
|
Hsbc Large Cap Equity Fund |
0.45
|
4 |
-0.80
|
14 |
2.64
|
14 |
6.54
|
12 |
19.50
|
12 |
18.76
|
15 |
21.86
|
15 |
13.47
|
13 |
|
Tata Large Cap Fund |
0.44
|
5 |
-0.59
|
4 |
2.31
|
21 |
5.82
|
18 |
18.68
|
19 |
19.39
|
9 |
24.76
|
6 |
14.36
|
8 |
|
Mirae Asset Large Cap Fund |
0.44
|
6 |
-1.11
|
26 |
1.98
|
26 |
5.67
|
20 |
17.53
|
24 |
16.39
|
22 |
21.47
|
16 |
14.13
|
10 |
|
Kotak Bluechip Fund |
0.43
|
7 |
-0.81
|
15 |
2.70
|
13 |
6.41
|
14 |
18.16
|
22 |
19.04
|
13 |
23.15
|
10 |
15.33
|
3 |
|
Baroda Bnp Paribas Large Cap Fund |
0.42
|
8 |
-0.76
|
10 |
2.48
|
17 |
7.03
|
9 |
18.51
|
21 |
19.76
|
8 |
|
|
||
|
Sundaram Large Cap Fund |
0.42
|
9 |
-0.78
|
12 |
2.47
|
19 |
6.82
|
10 |
19.43
|
13 |
19.18
|
12 |
|
|
||
|
Sbi Blue Chip Fund |
0.41
|
10 |
-0.63
|
5 |
2.60
|
15 |
4.62
|
25 |
18.85
|
17 |
19.96
|
6 |
24.85
|
5 |
15.05
|
4 |
|
Edelweiss Large Cap Fund |
0.41
|
11 |
-0.72
|
8 |
2.53
|
16 |
|
19.24
|
15 |
22.41
|
4 |
23.58
|
9 |
15.03
|
5 | |
|
Bank Of India Bluechip Fund |
0.41
|
12 |
-0.24
|
2 |
3.78
|
4 |
7.49
|
7 |
21.10
|
6 |
17.19
|
20 |
|
|
||
|
Indiabulls Blue Chip Fund |
0.40
|
13 |
-0.66
|
6 |
3.02
|
8 |
5.46
|
21 |
16.34
|
26 |
16.23
|
24 |
19.89
|
21 |
11.61
|
22 |
|
Idfc Large Cap Fund |
0.36
|
14 |
-0.80
|
13 |
2.05
|
24 |
5.03
|
24 |
19.83
|
10 |
16.27
|
23 |
20.24
|
19 |
13.23
|
16 |
|
Nippon India Large Cap Fund |
0.36
|
15 |
-0.72
|
7 |
2.88
|
10 |
9.04
|
1 |
25.20
|
1 |
27.05
|
1 |
31.87
|
1 |
15.92
|
2 |
|
Invesco India Largecap Fund |
0.33
|
16 |
-0.83
|
17 |
2.01
|
25 |
5.67
|
19 |
22.13
|
3 |
19.26
|
11 |
22.16
|
13 |
14.54
|
7 |
|
Quant Large Cap Fund |
0.32
|
17 |
-0.00
|
1 |
4.02
|
3 |
8.84
|
2 |
23.93
|
2 |
14.36
|
26 |
|
|
||
|
Aditya Birla Sun Life Frontline Equity Fund |
0.32
|
18 |
-1.07
|
25 |
2.46
|
20 |
6.14
|
15 |
19.11
|
16 |
18.75
|
16 |
24.11
|
8 |
13.81
|
12 |
|
Union Largecap Fund |
0.31
|
19 |
-0.76
|
11 |
2.80
|
11 |
6.74
|
11 |
19.37
|
14 |
18.36
|
18 |
22.31
|
12 |
13.27
|
15 |
|
Franklin India Bluechip Fund |
0.29
|
20 |
-1.20
|
28 |
2.11
|
23 |
5.06
|
23 |
17.05
|
25 |
16.48
|
21 |
24.35
|
7 |
11.90
|
21 |
|
Pgim India Large Cap Fund |
0.29
|
21 |
-0.84
|
18 |
1.56
|
29 |
4.42
|
26 |
15.96
|
27 |
19.02
|
14 |
20.04
|
20 |
12.70
|
19 |
|
Uti Mastershare Unit Scheme |
0.28
|
22 |
-0.90
|
20 |
2.97
|
9 |
6.07
|
16 |
18.67
|
20 |
15.31
|
25 |
22.33
|
11 |
13.96
|
11 |
|
Canara Robeco Bluechip Equity Fund |
0.27
|
23 |
-0.96
|
22 |
2.25
|
22 |
5.20
|
22 |
17.66
|
23 |
17.76
|
19 |
21.90
|
14 |
16.33
|
1 |
|
Dsp Top 100 Equity Fund |
0.26
|
24 |
-1.68
|
29 |
1.62
|
28 |
6.50
|
13 |
20.27
|
9 |
19.95
|
7 |
20.77
|
17 |
12.41
|
20 |
|
Taurus Largecap Equity Fund |
0.24
|
25 |
-1.05
|
24 |
4.31
|
2 |
7.83
|
6 |
21.58
|
4 |
9.94
|
28 |
18.69
|
23 |
10.05
|
23 |
|
Lic Mf Large Cap Fund |
0.23
|
26 |
-1.05
|
23 |
1.76
|
27 |
3.94
|
28 |
14.67
|
29 |
11.72
|
27 |
19.76
|
22 |
13.17
|
18 |
|
Iti Large Cap Fund |
0.22
|
27 |
-1.18
|
27 |
2.48
|
18 |
5.90
|
17 |
18.75
|
18 |
19.37
|
10 |
|
|
||
|
Mahindra Manulife Large Cap Pragati Yojana |
0.17
|
28 |
-0.94
|
21 |
3.19
|
6 |
7.38
|
8 |
20.32
|
8 |
18.46
|
17 |
24.98
|
4 |
|
|
|
Axis Bluechip Fund |
0.09
|
29 |
-0.75
|
9 |
2.72
|
12 |
4.14
|
27 |
15.22
|
28 |
9.77
|
29 |
16.92
|
24 |
13.18
|
17 |
|
Idbi India Top 100 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| 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 |
4.36
|
13 |
6.25
|
9 |
10.21
|
5 |
15.84
|
7 |
| Axis Bluechip Fund |
0.69
|
29 |
1.98
|
29 |
2.87
|
29 |
2.78
|
26 |
15.25
|
16 |
| Franklin India Bluechip Fund |
1.45
|
18 |
2.80
|
28 |
4.75
|
24 |
5.37
|
25 |
15.21
|
17 |
| Mirae Asset Large Cap Fund |
1.61
|
13 |
4.10
|
18 |
5.35
|
18 |
8.64
|
14 |
15.56
|
9 |
| Canara Robeco Bluechip Equity Fund |
1.14
|
26 |
4.27
|
15 |
5.80
|
15 |
7.96
|
18 |
18.36
|
2 |
| Dsp Top 100 Equity Fund |
1.30
|
23 |
4.18
|
16 |
7.71
|
3 |
7.32
|
22 |
11.30
|
23 |
| Edelweiss Large Cap Fund |
1.51
|
16 |
4.97
|
7 |
7.35
|
6 |
9.62
|
9 |
15.68
|
8 |
| Hdfc Top 100 Fund |
1.96
|
4 |
5.69
|
2 |
8.09
|
2 |
14.07
|
2 |
14.46
|
19 |
| Hsbc Large Cap Equity Fund |
1.62
|
12 |
4.02
|
20 |
5.23
|
20 |
7.58
|
21 |
14.57
|
18 |
| Icici Prudential Bluechip Fund |
2.15
|
1 |
5.74
|
1 |
7.41
|
5 |
12.86
|
3 |
17.01
|
3 |
| Idbi India Top 100 Equity Fund |
0.44
|
30 |
3.72
|
23 |
5.87
|
12 |
9.55
|
10 |
18.42
|
1 |
| Idfc Large Cap Fund |
0.97
|
27 |
3.48
|
24 |
5.84
|
13 |
8.10
|
16 |
15.36
|
13 |
| Indiabulls Blue Chip Fund |
1.39
|
19 |
4.41
|
11 |
4.66
|
25 |
7.82
|
20 |
11.24
|
24 |
| Invesco India Largecap Fund |
1.32
|
22 |
3.43
|
25 |
5.61
|
17 |
10.21
|
4 |
15.47
|
11 |
| Jm Large Cap Fund |
1.81
|
6 |
5.13
|
6 |
6.54
|
7 |
9.93
|
8 |
14.44
|
20 |
| Kotak Bluechip Fund |
1.66
|
11 |
4.01
|
21 |
6.29
|
8 |
8.84
|
12 |
16.84
|
5 |
| Mahindra Pragati Bluechip Yojana |
2.00
|
3 |
4.13
|
17 |
4.79
|
23 |
8.11
|
15 |
|
|
| Nippon India Large Cap Fund |
2.15
|
2 |
5.60
|
3 |
9.83
|
1 |
15.92
|
1 |
15.52
|
10 |
| Pgim India Large Cap Fund |
1.27
|
24 |
4.76
|
10 |
6.24
|
10 |
7.16
|
23 |
12.93
|
21 |
| Sbi Blue Chip Fund |
1.26
|
25 |
4.36
|
12 |
7.62
|
4 |
9.40
|
11 |
16.46
|
6 |
| Tata Large Cap Fund |
1.81
|
7 |
4.89
|
8 |
5.83
|
14 |
10.02
|
6 |
15.28
|
15 |
| Union Largecap Fund |
1.57
|
15 |
4.03
|
19 |
5.34
|
19 |
8.78
|
13 |
15.29
|
14 |
| Uti Mastershare Unit Scheme |
1.61
|
14 |
3.17
|
27 |
4.24
|
26 |
7.93
|
19 |
16.88
|
4 |
| Taurus Largecap Equity Fund |
1.50
|
17 |
4.29
|
14 |
3.16
|
28 |
8.00
|
17 |
12.57
|
22 |
| Lic Mf Large Cap Fund |
0.91
|
28 |
3.17
|
26 |
3.40
|
27 |
6.15
|
24 |
15.39
|
12 |
| Iti Large Cap Fund |
1.35
|
21 |
5.45
|
4 |
5.67
|
16 |
|
|
||
| Sundaram Large Cap Fund |
1.73
|
10 |
5.24
|
5 |
5.20
|
21 |
9.98
|
7 |
|
|
| Boi Axa Bluechip Fund |
1.37
|
20 |
3.89
|
22 |
5.08
|
22 |
|
|
||
| Baroda Bnp Paribas Large Cap Fund |
1.74
|
9 |
4.86
|
9 |
6.06
|
11 |
|
|
||
| Quant Large Cap Fund |
1.89
|
5 |
|
|
|
|
||||
| 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 |
4.54
|
15 |
6.61
|
12 |
10.96
|
9 |
16.63
|
13 |
| Axis Bluechip Fund |
0.78
|
29 |
2.23
|
29 |
3.36
|
28 |
3.87
|
26 |
16.63
|
12 |
| Franklin India Bluechip Fund |
1.52
|
19 |
3.02
|
28 |
5.23
|
25 |
6.19
|
25 |
16.07
|
16 |
| Mirae Asset Large Cap Fund |
1.69
|
13 |
4.37
|
17 |
5.89
|
19 |
9.80
|
14 |
16.83
|
9 |
| Canara Robeco Bluechip Equity Fund |
1.26
|
26 |
4.63
|
13 |
6.59
|
13 |
9.63
|
15 |
20.12
|
1 |
| Dsp Top 100 Equity Fund |
1.37
|
24 |
4.39
|
16 |
8.14
|
4 |
8.14
|
22 |
12.15
|
24 |
| Edelweiss Large Cap Fund |
1.63
|
15 |
5.42
|
6 |
8.14
|
3 |
11.30
|
6 |
17.49
|
6 |
| Hdfc Top 100 Fund |
2.01
|
5 |
5.84
|
3 |
8.41
|
2 |
14.73
|
2 |
15.13
|
20 |
| Hsbc Large Cap Equity Fund |
1.70
|
12 |
4.28
|
20 |
5.74
|
22 |
8.61
|
21 |
15.65
|
18 |
| Icici Prudential Bluechip Fund |
2.20
|
2 |
5.88
|
2 |
7.70
|
6 |
13.58
|
3 |
17.76
|
5 |
| Idbi India Top 100 Equity Fund |
0.52
|
30 |
4.02
|
23 |
6.46
|
15 |
10.77
|
10 |
19.81
|
2 |
| Idfc Large Cap Fund |
1.08
|
27 |
3.80
|
25 |
6.51
|
14 |
9.46
|
17 |
16.66
|
11 |
| Indiabulls Blue Chip Fund |
1.47
|
21 |
4.73
|
11 |
5.37
|
24 |
9.17
|
18 |
12.84
|
22 |
| Invesco India Largecap Fund |
1.42
|
22 |
3.82
|
24 |
6.41
|
17 |
11.83
|
4 |
17.05
|
8 |
| Jm Large Cap Fund |
1.87
|
7 |
5.32
|
7 |
6.92
|
9 |
11.05
|
7 |
15.59
|
19 |
| Kotak Bluechip Fund |
1.76
|
11 |
4.34
|
18 |
6.98
|
8 |
10.19
|
12 |
18.23
|
3 |
| Mahindra Pragati Bluechip Yojana |
2.19
|
3 |
4.64
|
12 |
5.82
|
20 |
10.07
|
13 |
|
|
| Nippon India Large Cap Fund |
2.22
|
1 |
5.83
|
4 |
10.28
|
1 |
16.94
|
1 |
16.52
|
14 |
| Pgim India Large Cap Fund |
1.40
|
23 |
5.17
|
10 |
7.04
|
7 |
8.78
|
20 |
14.55
|
21 |
| Sbi Blue Chip Fund |
1.32
|
25 |
4.55
|
14 |
8.01
|
5 |
10.24
|
11 |
17.34
|
7 |
| Tata Large Cap Fund |
1.89
|
6 |
5.18
|
8 |
6.44
|
16 |
10.98
|
8 |
16.28
|
15 |
| Union Largecap Fund |
1.61
|
16 |
4.24
|
21 |
5.70
|
23 |
9.58
|
16 |
16.02
|
17 |
| Uti Mastershare Unit Scheme |
1.68
|
14 |
3.40
|
27 |
4.69
|
26 |
8.92
|
19 |
17.95
|
4 |
| Taurus Largecap Equity Fund |
1.51
|
20 |
4.31
|
19 |
3.20
|
29 |
8.09
|
23 |
12.73
|
23 |
| Lic Mf Large Cap Fund |
1.00
|
28 |
3.44
|
26 |
3.92
|
27 |
7.40
|
24 |
16.80
|
10 |
| Iti Large Cap Fund |
1.53
|
17 |
5.98
|
1 |
6.74
|
10 |
|
|
||
| Sundaram Large Cap Fund |
1.85
|
8 |
5.60
|
5 |
5.91
|
18 |
11.69
|
5 |
|
|
| Boi Axa Bluechip Fund |
1.53
|
18 |
4.11
|
22 |
5.80
|
21 |
|
|
||
| Baroda Bnp Paribas Large Cap Fund |
1.84
|
9 |
5.18
|
9 |
6.69
|
11 |
|
|
||
| Quant Large Cap Fund |
2.05
|
4 |
|
|
|
|
||||
| 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 |
| 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 | Value | 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 |
25.21
|
5 |
-0.26
|
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 |
23.93
|
9 |
-3.49
|
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 |
21.58
|
19 |
-5.04
|
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 |
25.14
|
6 |
-1.11
|
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 |
20.74
|
20 |
-0.24
|
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 |
24.68
|
8 |
4.24
|
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 |
20.72
|
21 |
-3.46
|
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 |
26.65
|
2 |
2.74
|
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 |
23.83
|
12 |
1.44
|
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 |
23.27
|
15 |
-3.72
|
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 |
19.56
|
22 |
-5.27
|
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 |
23.30
|
14 |
-2.40
|
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 |
23.56
|
13 |
-5.74
|
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 |
25.45
|
3 |
-1.27
|
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 |
18.63
|
23 |
-3.55
|
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 |
23.83
|
11 |
-2.33
|
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 |
23.86
|
10 |
-0.09
|
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 |
27.36
|
1 |
5.18
|
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 |
25.24
|
4 |
0.17
|
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 |
25.10
|
7 |
0.02
|
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 |
17.40
|
24 |
-6.08
|
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 |
22.39
|
18 |
-3.19
|
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 |
23.18
|
16 |
-2.76
|
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 |
22.84
|
17 |
-3.74
|
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 |
16.60
|
25 |
-7.70
|
25 |
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | 1002.91 | 987.84 | 1020.26 | 1047.94 | 1164.66 | 1154.28 | 1877.82 | 1687.08 |
| Direct Plan Value of 1000 Rupee | 1002.94 | 988.01 | 1021.12 | 1050.56 | 1170.54 | 1164.84 | 1922.91 | 1754.54 |
| Fund Launch Date: 01/Dec/1993 |
| Fund Category: Large Cap Fund |
| Investment Objective: The investment objective of the scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies. |
| Fund Description: An open ended equity scheme predominantly investing in large cap stocks |
| Fund Benchmark: Nifty 100 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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.