Best Large Cap Mutual Funds December 2024

  • Hdfc Top 100 Fund has exhibited very good performance in the Large Cap Fund category. The fund has rank of 5 out of 27 funds in the category. The fund has delivered return of 6.51% in 1 year, 15.14% in 3 years, 16.51% in 5 years and 11.22% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows good return performance of fund in the category. The fund has exhibited standard …
  • Invesco India Largecap Fund has shown very good performance in the Large Cap Fund category. The fund has rank of 4 out of 27 funds in the category. The fund has delivered return of 12.2% in 1 year, 11.79% in 3 years, 15.74% in 5 years and 11.44% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • Dsp Top 100 Equity Fund has shown very good performance in the Large Cap Fund category. The fund has rank of 2 out of 27 funds in the category. The fund has delivered return of 16.73% in 1 year, 15.0% in 3 years, 13.89% in 5 years and 9.92% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows average return performance of fund in the category. The fund has exhibited …
  • Bandhan Large Cap Fund has exhibited good performance in the Large Cap Fund category. The fund has rank of 6 out of 27 funds in the category. The fund has delivered return of 9.49% in 1 year, 11.73% in 3 years, 15.27% in 5 years and 10.42% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation …
  • Nippon India Large Cap Fund is the top performing fund in the Large Cap Fund category. The fund has delivered return of 11.27% in 1 year, 17.64% in 3 years, 18.09% in 5 years and 12.64% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 12.7, VaR of -14.66, Average Drawdown of -4.19, Semi …
  • Icici Prudential Bluechip Fund has exhibited very good performance in the Large Cap Fund category. The fund has rank of 3 out of 27 funds in the category. The fund has delivered return of 10.35% in 1 year, 15.25% in 3 years, 17.76% in 5 years and 12.61% in 10 years. The category average for the same periods is 9.04%, 11.75%, 14.68% and 10.85% respectively, which shows very good return performance of fund in the category. The fund has exhibited …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
11.27% 17.64% 18.09% 13.22% 12.64% 12.26% 18.66% 19.10% 14.21% 13.68% 12.70% -7.75% -14.66% 8.37% 0.92 0.52 0.95
2
16.73% 15.00% 13.89% 11.12% 9.92% 17.69% 15.92% 14.79% 11.97% 10.73% 13.01% -13.19% -16.06% 3.88% 0.91 0.33 0.60
3
10.35% 15.25% 17.76% 13.30% 12.61% 11.00% 15.93% 18.47% 14.06% 13.46% 11.90% -8.52% -12.37% 6.16% 0.76 0.39 0.74
4
12.20% 11.79% 15.74% 11.95% 11.44% 13.73% 13.40% 17.36% 13.58% 13.16% 13.49% -14.92% -17.15% 1.94% 1.01 0.25 0.47
5
6.51% 15.14% 16.51% 11.81% 11.22% 7.14% 15.82% 17.19% 12.50% 11.93% 12.67% -8.82% -14.30% 5.84% 0.81 0.37 0.71
6
9.49% 11.73% 15.27% 11.36% 10.42% 10.77% 13.09% 16.65% 12.61% 11.78% 13.42% -14.19% -13.85% 1.43% 0.95 0.24 0.44
7
12.16% 11.92% 15.97% 13.85% 12.16% 13.48% 13.37% 17.58% 15.37% 13.58% 11.92% -12.43% -13.47% 1.88% 0.87 0.24 0.46
8
9.75% 11.94% 14.42% 11.10% 10.87% 10.75% 12.99% 15.50% 12.11% 11.81% 13.40% -14.01% -15.98% 1.46% 1.01 0.23 0.44
9
4.92% 13.70% 16.20% 11.53% 9.53% 6.54% 14.83% 17.40% 12.70% 10.80% 13.22% -11.77% -14.64% 3.83% 0.96 0.32 0.58
10
10.75% 12.46% 15.65% 11.32% 11.08% 11.49% 13.21% 16.43% 12.11% 11.97% 12.46% -11.00% -13.47% 2.11% 0.96 0.25 0.48
11
11.19% 12.10% 15.47% 12.25% 11.33% 12.49% 13.48% 16.87% 13.58% 12.70% 12.35% -11.49% -15.74% 1.89% 0.95 0.23 0.46
12
9.93% 13.04% 15.22% 12.38% 11.55% 11.63% 14.80% 17.02% 13.99% 12.93% 12.48% -11.60% -14.40% 2.50% 0.96 0.26 0.51
13
9.59% 12.82% 13.48% 9.62% 8.56% 9.72% 12.93% 13.60% 9.84% 9.13% 16.05% -13.52% -20.16% 1.26% 1.11 0.25 0.46
14
10.43% 12.32% 15.22% 11.62% 11.72% 11.20% 13.11% 16.06% 12.48% 12.70% 12.07% -10.10% -12.48% 1.72% 0.86 0.23 0.43
15
11.52% 10.42% 14.64% 10.17% 10.01% 12.40% 11.33% 15.54% 11.05% 10.92% 12.29% -12.42% -16.81% 0.20% 0.82 0.16 0.31
16
8.58% 11.80% 15.08% 11.18% 10.64% 9.67% 12.95% 16.16% 12.30% 11.96% 13.20% -11.70% -16.08% 1.03% 1.01 0.22 0.42
17
6.84% 10.70% % % % 8.22% 12.18% % % % 12.38% -11.11% -12.72% 0.06% 0.91 0.18 0.33
18
8.87% 9.65% 13.68% 10.83% 11.91% 9.94% 10.76% 14.86% 11.97% 12.98% 12.05% -11.33% -15.06% -0.51% 0.81 0.14 0.25
19
5.12% 10.12% % % % 7.19% 12.37% % % % 13.12% -15.31% -14.43% 0.07% 0.94 0.19 0.34
20
5.10% 10.87% 11.84% 9.22% 9.90% 6.67% 12.38% 13.41% 10.78% 11.60% 12.93% -11.01% -16.91% 0.78% 0.99 0.20 0.39
21
9.32% 10.72% 14.39% % % 11.17% 12.70% 16.45% % % 12.75% -10.83% -15.17% 0.06% 0.97 0.17 0.32
22
5.01% 9.92% 13.97% 10.43% % 5.93% 10.78% 14.77% 11.17% % 12.33% -13.63% -14.32% -0.59% 0.90 0.15 0.27
23
9.29% 8.46% 11.82% 10.39% 9.23% 10.59% 9.68% 13.16% 11.66% 10.44% 12.75% -14.46% -13.70% -2.46% 0.88 0.10 0.15
24
2.45% 11.09% % % % 3.66% 12.37% % % % 14.09% -16.89% -16.24% -2.82% 0.99 0.19 0.34
25
6.25% 9.30% 11.83% 9.22% % 7.88% 10.96% 13.52% 10.83% % 12.33% -12.51% -14.54% -1.37% 0.93 0.11 0.20
26
9.52% 9.38% 14.40% 11.31% 10.40% 10.46% 10.35% 15.44% 12.30% 11.29% 12.79% -13.85% -15.17% -2.26% 0.93 0.10 0.17
27
9.64% 7.89% 11.78% 11.76% 10.70% 10.63% 8.93% 12.97% 13.04% 11.95% 13.36% -16.95% -16.25% -3.99% 0.99 0.04 0.04

Return Calculated On: 29 January 2025

Ratios Calculated On: 31 December 2024

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Frontline Equity Fund
1.10
0.01
-3.31
-5.77
-7.12
10.75
12.46
15.65
11.32
11.08
13.11
Baroda BNP Paribas Large Cap Fund
1.15
-1.38
-5.35
-7.59
-9.88
10.74
Bank of India Bluechip Fund
2.09
-0.68
-6.93
-9.07
-12.92
2.45
11.09
Canara Robeco Bluechip Equity Fund
1.22
0.19
-3.87
-4.94
-5.45
12.16
11.92
15.97
13.85
12.16
Whiteoak Capital Large Cap Fund
1.58
0.49
-4.82
-5.53
-4.70
14.09
Dsp Top 100 Equity Fund
1.01
0.09
-2.91
-5.71
-5.18
16.73
15.00
13.89
11.12
9.92
11.41
Edelweiss Large Cap Fund
1.20
-0.13
-2.96
-5.83
-7.49
9.93
13.04
15.22
12.38
11.55
13.11
Franklin India Bluechip Fund
1.39
0.06
-3.85
-4.92
-5.95
11.52
10.42
14.64
10.17
10.01
11.67
Hdfc Top 100 Fund
1.04
0.01
-2.58
-5.75
-7.47
6.51
15.14
16.51
11.81
11.22
12.92
HSBC Large Cap Fund
1.39
-0.11
-5.34
-6.91
-6.68
9.75
11.94
14.42
11.10
10.87
11.34
Icici Prudential Bluechip Fund
0.89
0.09
-2.64
-5.49
-6.33
10.35
15.25
17.76
13.30
12.61
14.51
Bandhan Large Cap Fund
1.53
0.18
-5.80
-6.47
-7.40
9.49
11.73
15.27
11.36
10.42
11.44
Groww Large Cap Fund
1.29
0.38
-4.88
-7.49
-10.24
5.10
10.87
11.84
9.22
9.90
Invesco India Largecap Fund
1.48
-0.55
-6.26
-6.80
-7.79
12.20
11.79
15.74
11.95
11.44
12.51
ITI Large Cap Fund
1.73
-1.08
-5.80
-6.72
-11.81
5.12
10.12
Jm Large Cap Fund
1.73
-0.19
-5.53
-9.24
-13.15
4.92
13.70
16.20
11.53
9.53
10.24
Kotak Bluechip Fund
1.16
0.07
-3.98
-5.62
-7.50
11.19
12.10
15.47
12.25
11.33
Lic Mf Large Cap Fund
1.02
-1.43
-3.93
-5.73
-8.49
9.29
8.46
11.82
10.39
9.23
10.53
Mahindra Manulife Large Cap Fund
0.95
0.13
-2.82
-5.63
-9.46
9.32
10.72
14.39
Mirae Asset Large Cap Fund
1.00
-0.23
-3.58
-5.45
-6.67
8.87
9.65
13.68
10.83
11.91
14.53
Motilal Oswal Large Cap Fund
1.59
0.45
-3.23
0.65
2.93
quant large cap fund
1.17
-1.57
-4.66
-8.46
-12.78
3.61
Nippon India Large Cap Fund
1.38
-0.51
-4.47
-5.81
-7.54
11.27
17.64
18.09
13.22
12.64
14.39
Sbi Blue Chip Fund
1.06
-0.05
-2.46
-5.41
-5.92
10.43
12.32
15.22
11.62
11.72
13.11
Sundaram Large Cap Fund
1.08
-0.13
-3.66
-5.26
-7.09
6.84
10.70
Tata Large Cap Fund
1.17
-0.65
-3.23
-5.68
-8.80
8.58
11.80
15.08
11.18
10.64
11.88
Taurus Large Cap Fund
1.34
-0.45
-5.65
-6.28
-10.16
9.59
12.82
13.48
9.62
8.56
9.40
Union Largecap Fund
1.21
-0.05
-5.13
-6.60
-8.28
5.01
9.92
13.97
10.43
UTI Large Cap Fund
1.15
0.03
-2.21
-4.39
-6.46
9.52
9.38
14.40
11.31
10.40
12.13
Pgim India Large Cap Fund
1.26
0.59
-3.56
-4.57
-6.82
6.25
9.30
11.83
9.22
Axis Bluechip Fund
1.27
0.82
-3.47
-4.03
-5.84
9.64
7.89
11.78
11.76
10.70
12.45
Nifty 100 Total Return Index
1.10
-0.17
-3.20
-6.26
-8.11
8.71
11.78
15.33
12.18
11.60
12.58

As On: 29 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Frontline Equity Fund
1.10
0.02
-3.25
-5.62
-6.82
11.49
13.21
16.43
12.11
11.97
Baroda BNP Paribas Large Cap Fund
1.15
-1.36
-5.26
-7.31
-9.34
12.04
Bank of India Bluechip Fund
2.07
-0.65
-6.83
-8.83
-12.44
3.66
12.37
Canara Robeco Bluechip Equity Fund
1.21
0.20
-3.79
-4.68
-4.90
13.48
13.37
17.58
15.37
13.58
Whiteoak Capital Large Cap Fund
1.59
0.52
-4.68
-5.13
-3.88
16.03
Dsp Top 100 Equity Fund
1.01
0.11
-2.84
-5.51
-4.78
17.69
15.92
14.79
11.97
10.73
Edelweiss Large Cap Fund
1.20
-0.10
-2.84
-5.46
-6.79
11.63
14.80
17.02
13.99
12.93
Franklin India Bluechip Fund
1.39
0.07
-3.80
-4.74
-5.58
12.40
11.33
15.54
11.05
10.92
Hdfc Top 100 Fund
1.04
0.02
-2.53
-5.60
-7.19
7.14
15.82
17.19
12.50
11.93
HSBC Large Cap Fund
1.39
-0.09
-5.27
-6.69
-6.24
10.75
12.99
15.50
12.11
11.81
Icici Prudential Bluechip Fund
0.89
0.11
-2.60
-5.34
-6.06
11.00
15.93
18.47
14.06
13.46
Bandhan Large Cap Fund
1.54
0.20
-5.72
-6.20
-6.86
10.77
13.09
16.65
12.61
11.78
Groww Large Cap Fund
1.30
0.41
-4.75
-7.14
-9.59
6.67
12.38
13.41
10.78
11.60
Invesco India Largecap Fund
1.48
-0.53
-6.16
-6.48
-7.17
13.73
13.40
17.36
13.58
13.16
ITI Large Cap Fund
1.74
-1.05
-5.66
-6.29
-10.99
7.19
12.37
Jm Large Cap Fund
1.73
-0.15
-5.40
-8.85
-12.44
6.54
14.83
17.40
12.70
10.80
Kotak Bluechip Fund
1.16
0.09
-3.89
-5.35
-6.96
12.49
13.48
16.87
13.58
12.70
Lic Mf Large Cap Fund
1.03
-1.41
-3.84
-5.47
-7.94
10.59
9.68
13.16
11.66
10.44
Mahindra Manulife Large Cap Fund
0.95
0.17
-2.68
-5.23
-8.69
11.17
12.70
16.45
Mirae Asset Large Cap Fund
1.01
-0.21
-3.51
-5.22
-6.21
9.94
10.76
14.86
11.97
12.98
Motilal Oswal Large Cap Fund
1.59
0.47
-3.12
1.00
3.65
quant large cap fund
1.18
-1.54
-4.56
-8.14
-12.15
5.15
Nippon India Large Cap Fund
1.38
-0.49
-4.40
-5.59
-7.12
12.26
18.66
19.10
14.21
13.68
Sbi Blue Chip Fund
1.06
-0.04
-2.40
-5.24
-5.59
11.20
13.11
16.06
12.48
12.70
Sundaram Large Cap Fund
1.09
-0.10
-3.56
-4.96
-6.48
8.22
12.18
Tata Large Cap Fund
1.17
-0.63
-3.15
-5.44
-8.34
9.67
12.95
16.16
12.30
11.96
Taurus Large Cap Fund
1.34
-0.44
-5.64
-6.25
-10.10
9.72
12.93
13.60
9.84
9.13
Union Largecap Fund
1.18
0.00
-5.02
-6.37
-7.87
5.93
10.78
14.77
11.17
UTI Large Cap Fund
1.15
0.04
-2.15
-4.20
-6.08
10.46
10.35
15.44
12.30
11.29
Pgim India Large Cap Fund
1.27
0.62
-3.45
-4.20
-6.10
7.88
10.96
13.52
10.83
Axis Bluechip Fund
1.27
0.83
-3.41
-3.82
-5.41
10.63
8.93
12.97
13.04
11.95
Nifty 100 Total Return Index
1.10
-0.17
-3.20
-6.26
-8.11
8.71
11.78
15.33
12.18
11.60
12.58

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Frontline Equity Fund
-1.70
14.67
16.85
15.17
13.15
13.61
Baroda BNP Paribas Large Cap Fund
-5.86
Bank of India Bluechip Fund
-13.43
12.73
Canara Robeco Bluechip Equity Fund
0.08
14.96
16.05
15.77
14.41
Whiteoak Capital Large Cap Fund
0.49
Dsp Top 100 Equity Fund
3.26
18.53
17.68
15.27
12.83
12.20
Edelweiss Large Cap Fund
-3.23
14.81
16.52
15.26
13.63
13.70
Franklin India Bluechip Fund
-0.39
13.71
15.53
14.03
11.96
11.99
Hdfc Top 100 Fund
-4.27
15.81
18.84
16.29
14.11
13.60
HSBC Large Cap Fund
-3.25
14.71
15.82
14.53
12.99
12.41
Icici Prudential Bluechip Fund
-1.81
17.43
19.49
17.40
15.18
14.88
Bandhan Large Cap Fund
-3.66
15.18
16.19
14.90
13.13
12.33
Groww Large Cap Fund
-9.02
12.01
13.64
12.23
11.13
Invesco India Largecap Fund
-3.29
15.87
17.00
15.48
13.52
13.41
ITI Large Cap Fund
-10.20
12.34
Jm Large Cap Fund
-11.35
14.93
16.10
14.84
12.53
11.91
Kotak Bluechip Fund
-2.11
14.38
16.33
15.40
13.53
Lic Mf Large Cap Fund
-3.49
11.00
12.70
12.35
11.12
11.25
Mahindra Manulife Large Cap Fund
-4.25
12.92
15.27
Mirae Asset Large Cap Fund
-1.89
11.50
14.02
13.42
12.80
14.39
Motilal Oswal Large Cap Fund
quant large cap fund
-12.14
Nippon India Large Cap Fund
-2.98
18.53
21.55
18.33
15.63
15.35
Sbi Blue Chip Fund
-0.29
13.52
16.10
14.91
13.09
13.98
Sundaram Large Cap Fund
-4.01
11.97
Tata Large Cap Fund
-4.39
13.97
16.51
14.92
12.88
12.64
Taurus Large Cap Fund
-6.26
14.42
15.41
13.53
11.10
10.57
Union Largecap Fund
-7.57
11.30
14.08
13.27
UTI Large Cap Fund
-1.41
12.09
14.44
13.84
12.47
12.63
Pgim India Large Cap Fund
-4.10
10.57
12.44
11.81
Axis Bluechip Fund
-2.25
11.20
11.85
12.12
12.05
12.83

As On: 29 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Frontline Equity Fund
-1.03
15.45
17.66
15.94
13.95
Baroda BNP Paribas Large Cap Fund
-4.70
Bank of India Bluechip Fund
-12.36
14.05
Canara Robeco Bluechip Equity Fund
1.28
16.39
17.63
17.34
15.88
Whiteoak Capital Large Cap Fund
2.26
Dsp Top 100 Equity Fund
4.15
19.50
18.62
16.16
13.66
Edelweiss Large Cap Fund
-1.70
16.63
18.37
17.01
15.18
Franklin India Bluechip Fund
0.42
14.67
16.49
14.94
12.83
Hdfc Top 100 Fund
-3.68
16.51
19.57
16.96
14.79
HSBC Large Cap Fund
-2.32
15.81
16.94
15.59
13.97
Icici Prudential Bluechip Fund
-1.21
18.13
20.22
18.11
15.94
Bandhan Large Cap Fund
-2.50
16.59
17.63
16.24
14.41
Groww Large Cap Fund
-7.59
13.61
15.24
13.79
12.71
Invesco India Largecap Fund
-1.92
17.54
18.70
17.10
15.14
ITI Large Cap Fund
-8.45
14.63
Jm Large Cap Fund
-9.88
16.30
17.36
16.03
13.69
Kotak Bluechip Fund
-0.94
15.79
17.78
16.79
14.87
Lic Mf Large Cap Fund
-2.32
12.27
14.05
13.66
12.38
Mahindra Manulife Large Cap Fund
-2.57
14.92
17.38
Mirae Asset Large Cap Fund
-0.90
12.64
15.22
14.60
13.92
Motilal Oswal Large Cap Fund
quant large cap fund
-10.82
Nippon India Large Cap Fund
-2.08
19.59
22.62
19.33
16.62
Sbi Blue Chip Fund
0.43
14.33
16.96
15.75
13.97
Sundaram Large Cap Fund
-2.74
13.47
Tata Large Cap Fund
-3.41
15.14
17.68
16.02
14.03
Taurus Large Cap Fund
-6.14
14.54
15.53
13.67
11.36
Union Largecap Fund
-6.70
12.24
14.97
14.09
UTI Large Cap Fund
-0.56
13.09
15.49
14.86
13.43
Pgim India Large Cap Fund
-2.60
12.30
14.20
13.49
Axis Bluechip Fund
-1.35
12.24
12.99
13.31
13.29

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Frontline Equity Fund -13.47 -11.00 -5.47 12.46 8.63
Bank Of India Bluechip Fund -16.24 -16.89 -5.69 14.09 9.61
Canara Robeco Bluechip Equity Fund -13.47 -12.43 -6.83 11.92 8.30
Dsp Top 100 Equity Fund -16.06 -13.19 -5.82 13.01 8.79
Edelweiss Large Cap Fund -14.40 -11.60 -5.97 12.48 8.76
Franklin India Bluechip Fund -16.81 -12.42 -7.18 12.29 8.64
Hdfc Top 100 Fund -14.30 -8.82 -4.93 12.67 8.93
Hsbc Large Cap Fund -15.98 -14.01 -5.34 13.40 9.21
Icici Prudential Bluechip Fund -12.37 -8.52 -4.72 11.90 8.33
Bandhan Large Cap Fund -13.85 -14.19 -6.05 13.42 9.02
Groww Large Cap Fund -16.91 -11.01 -5.82 12.93 9.03
Invesco India Largecap Fund -17.15 -14.92 -6.06 13.49 9.36
Iti Large Cap Fund -14.43 -15.31 -5.79 13.12 8.92
Jm Large Cap Fund -14.64 -11.77 -5.88 13.22 8.97
Kotak Bluechip Fund -15.74 -11.49 -5.63 12.35 8.69
Lic Mf Large Cap Fund -13.70 -14.46 -6.72 12.75 8.72
Mahindra Manulife Large Cap Fund -15.17 -10.83 -6.61 12.75 8.95
Mirae Asset Large Cap Fund -15.06 -11.33 -6.11 12.05 8.37
Nippon India Large Cap Fund -14.66 -7.75 -4.19 12.70 8.77
Sbi Blue Chip Fund -12.48 -10.10 -4.58 12.07 8.21
Sundaram Large Cap Fund -12.72 -11.11 -5.25 12.38 8.53
Tata Large Cap Fund -16.08 -11.70 -6.37 13.20 9.04
Taurus Large Cap Fund -20.16 -13.52 -5.43 16.05 11.09
Union Largecap Fund -14.32 -13.63 -6.27 12.33 8.63
Uti Large Cap Fund -15.17 -13.85 -5.83 12.79 8.97
Pgim India Large Cap Fund -14.54 -12.51 -5.33 12.33 8.77
Axis Bluechip Fund -16.25 -16.95 -6.31 13.36 9.27

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Frontline Equity Fund
0.48
0.25
0.63
0.40
2.11
0.96
0.98
0.06
1.12
1.7800
Bank Of India Bluechip Fund
0.34
0.19
0.45
0.39
-2.82
0.99
0.93
0.05
1.01
-3.4400
Canara Robeco Bluechip Equity Fund
0.46
0.24
0.56
0.39
1.88
0.87
0.96
0.06
1.12
0.1600
Dsp Top 100 Equity Fund
0.60
0.33
0.65
0.40
3.88
0.91
0.88
0.09
1.27
3.1400
Edelweiss Large Cap Fund
0.51
0.26
0.63
0.40
2.50
0.96
0.97
0.07
1.15
2.1600
Franklin India Bluechip Fund
0.31
0.16
0.49
0.40
0.20
0.82
0.83
0.05
0.97
-2.4700
Hdfc Top 100 Fund
0.71
0.37
0.88
0.39
5.84
0.81
0.76
0.11
1.40
3.1400
Hsbc Large Cap Fund
0.44
0.23
0.55
0.40
1.46
1.01
0.92
0.06
1.08
1.7800
Icici Prudential Bluechip Fund
0.74
0.39
0.88
0.37
6.16
0.76
0.77
0.11
1.43
2.5700
Bandhan Large Cap Fund
0.44
0.24
0.54
0.41
1.43
0.95
0.94
0.06
1.10
-0.4800
Groww Large Cap Fund
0.39
0.20
0.58
0.40
0.78
0.99
0.95
0.05
1.03
0.3600
Invesco India Largecap Fund
0.47
0.25
0.55
0.38
1.94
1.01
0.91
0.06
1.11
2.1400
Iti Large Cap Fund
0.34
0.19
0.46
0.39
0.07
0.94
0.92
0.05
1.00
-0.6700
Jm Large Cap Fund
0.58
0.32
0.69
0.39
3.83
0.96
0.87
0.08
1.22
3.9500
Kotak Bluechip Fund
0.46
0.23
0.60
0.39
1.89
0.95
0.96
0.06
1.10
1.3200
Lic Mf Large Cap Fund
0.15
0.10
0.37
0.41
-2.46
0.88
0.88
0.02
0.80
-4.6000
Mahindra Manulife Large Cap Fund
0.32
0.17
0.54
0.38
0.06
0.97
0.94
0.04
0.96
-0.4800
Mirae Asset Large Cap Fund
0.25
0.14
0.47
0.40
-0.51
0.81
0.84
0.04
0.90
-3.1500
Nippon India Large Cap Fund
0.95
0.52
1.11
0.40
8.37
0.92
0.94
0.13
1.63
7.2800
Sbi Blue Chip Fund
0.43
0.23
0.62
0.39
1.72
0.86
0.95
0.06
1.09
-0.1300
Sundaram Large Cap Fund
0.33
0.18
0.54
0.39
0.06
0.91
0.97
0.05
0.99
-1.0400
Tata Large Cap Fund
0.42
0.22
0.59
0.38
1.03
1.01
0.96
0.05
1.06
1.3200
Taurus Large Cap Fund
0.46
0.25
0.63
0.42
1.26
1.11
0.85
0.07
1.14
2.9700
Union Largecap Fund
0.27
0.15
0.44
0.40
-0.59
0.90
0.95
0.04
0.93
-1.7800
Uti Large Cap Fund
0.17
0.10
0.38
0.41
-2.26
0.93
0.94
0.02
0.81
-3.2900
Pgim India Large Cap Fund
0.20
0.11
0.42
0.40
-1.37
0.93
0.94
0.03
0.83
-2.4900
Axis Bluechip Fund
0.04
0.04
0.28
0.43
-3.99
0.99
0.92
0.01
0.67
-6.2800

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Frontline Equity Fund 13,290.00 11,888.76 51,202.80 44,787.89 124,110.00 91,459.08 177,895.20 144,313.76 343,260.00 238,374.12 1,142,586.00 547,097.58
Baroda BNP Paribas Large Cap Fund 13,288.80 11,615.00
Bank of India Bluechip Fund 12,294.00 11,105.88 49,359.60 43,553.95
Canara Robeco Bluechip Equity Fund 13,459.20 12,005.12 50,472.00 44,974.22 125,850.00 89,679.66 208,294.80 147,473.51 378,096.00 254,974.80
Whiteoak Capital Large Cap Fund 13,690.80 12,031.72
Dsp Top 100 Equity Fund 14,007.60 12,211.30 54,745.20 47,318.18 114,960.00 93,321.54 175,694.40 144,859.68 308,976.00 234,369.48 910,044.00 484,525.98
Edelweiss Large Cap Fund 13,191.60 11,788.69 52,002.00 44,880.01 121,836.00 90,714.06 190,176.00 144,772.99 357,900.00 244,655.64 1,142,388.00 551,494.44
Franklin India Bluechip Fund 13,382.40 11,974.91 48,470.40 44,175.64 118,812.00 88,534.32 165,488.40 138,581.86 311,652.00 223,698.00 942,894.00 476,069.76
Hdfc Top 100 Fund 12,781.20 11,719.90 54,946.80 45,526.75 128,808.00 96,021.96 183,556.80 150,190.66 347,616.00 250,994.76 1,114,308.00 546,384.60
HSBC Large Cap Fund 13,170.00 11,787.28 50,500.80 44,815.39 117,648.00 89,175.60 175,501.20 141,068.76 336,648.00 236,296.08 901,908.00 493,488.00
Icici Prudential Bluechip Fund 13,242.00 11,882.09 55,101.60 46,586.09 135,882.00 97,536.96 201,297.60 156,274.86 393,348.00 265,837.56 1,374,642.00 610,849.08
Bandhan Large Cap Fund 13,138.80 11,760.40 50,205.60 45,117.40 122,118.00 89,979.60 178,407.60 142,918.86 323,280.00 238,102.44 913,500.00 490,087.98
Groww Large Cap Fund 12,612.00 11,403.85 49,064.40 43,102.73 104,964.00 84,491.16 155,719.20 129,951.28 308,424.00 214,008.84
Invesco India Largecap Fund 13,464.00 11,784.82 50,295.60 45,567.83 124,620.00 91,793.64 185,144.40 145,950.59 354,384.00 243,107.28 1,054,260.00 537,933.24
ITI Large Cap Fund 12,614.40 11,324.96 48,074.40 43,309.04
Jm Large Cap Fund 12,590.40 11,247.43 52,916.40 44,958.49 127,098.00 89,782.20 180,356.40 142,617.05 298,260.00 230,639.64 776,394.00 472,879.62
Kotak Bluechip Fund 13,342.80 11,861.83 50,713.20 44,605.51 123,168.00 90,280.62 188,613.60 145,510.09 351,096.00 243,309.36
Lic Mf Large Cap Fund 13,114.80 11,771.74 45,936.00 42,470.24 104,874.00 82,546.74 167,756.40 130,480.06 290,244.00 213,950.88 808,110.00 446,946.66
Mahindra Manulife Large Cap Fund 13,118.40 11,721.44 48,859.20 43,670.38 117,510.00 87,961.02
Mirae Asset Large Cap Fund 13,064.40 11,876.80 47,458.80 42,782.62 113,892.00 85,289.88 172,569.60 135,568.36 369,804.00 234,013.92 1,377,990.00 585,145.26
Motilal Oswal Large Cap Fund
quant large cap fund 12,433.20 11,193.55
Nippon India Large Cap Fund 13,352.40 11,805.16 58,615.20 47,317.93 137,790.00 102,558.96 200,289.60 161,564.09 394,584.00 272,328.00 1,351,638.00 636,008.58
Sbi Blue Chip Fund 13,251.60 11,981.38 51,008.40 44,050.25 121,830.00 89,781.12 181,314.00 142,995.72 363,576.00 237,687.96 1,142,838.00 564,804.18
Sundaram Large Cap Fund 12,820.80 11,737.00 48,841.20 43,073.50
Tata Large Cap Fund 13,029.60 11,711.90 50,310.00 44,342.35 121,086.00 90,682.68 176,332.80 143,058.64 329,796.00 234,960.60 969,480.00 503,355.42
Taurus Large Cap Fund 13,150.80 11,588.02 51,696.00 44,628.12 112,938.00 88,277.04 159,726.00 136,102.26 272,736.00 213,673.56 692,568.00 421,861.32
Union Largecap Fund 12,601.20 11,501.11 47,818.80 42,653.27 115,398.00 85,415.76 168,235.20 134,864.27
UTI Large Cap Fund 13,142.40 11,908.19 47,106.00 43,148.38 117,582.00 86,182.62 177,836.40 137,643.83 322,836.00 229,901.40 1,002,384.00 502,927.20
Pgim India Large Cap Fund 12,750.00 11,731.21 47,008.80 42,203.59 104,952.00 82,025.58 155,769.60 127,980.05
Axis Bluechip Fund 13,156.80 11,853.19 45,205.20 42,596.14 104,706.00 80,825.82 182,985.60 129,397.97 331,560.00 224,767.32 1,046,970.00 511,439.04

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Frontline Equity Fund 13,378.80 11,932.70 52,239.60 45,292.32 128,370.00 93,288.78 186,950.40 148,366.43 371,760.00 248,882.16
Baroda BNP Paribas Large Cap Fund 13,444.80 11,691.80
Bank of India Bluechip Fund 12,439.20 11,179.06 51,076.80 44,391.35
Canara Robeco Bluechip Equity Fund 13,617.60 12,083.36 52,455.60 45,906.88 134,850.00 93,205.86 228,580.80 155,963.47 428,796.00 275,996.40
Whiteoak Capital Large Cap Fund 13,923.60 12,146.40
Dsp Top 100 Equity Fund 14,122.80 12,268.91 56,073.60 47,970.72 119,586.00 95,506.32 185,312.40 149,512.69 332,472.00 244,963.20
Edelweiss Large Cap Fund 13,395.60 11,889.06 54,468.00 46,061.28 131,670.00 94,913.46 210,033.60 154,098.08 404,712.00 265,809.84
Franklin India Bluechip Fund 13,488.00 12,027.22 49,680.00 44,791.63 123,570.00 90,649.32 174,955.20 143,140.03 338,280.00 234,400.32
Hdfc Top 100 Fund 12,856.80 11,759.05 55,926.00 45,985.82 132,642.00 97,730.16 191,545.20 153,871.45 370,452.00 260,284.92
HSBC Large Cap Fund 13,290.00 11,848.52 51,937.20 45,523.73 123,306.00 91,645.26 186,933.60 146,529.01 366,348.00 249,128.52
Icici Prudential Bluechip Fund 13,320.00 11,920.88 56,098.80 47,050.70 140,046.00 99,290.94 210,932.40 160,289.89 424,128.00 276,845.28
Bandhan Large Cap Fund 13,292.40 11,836.73 52,066.80 46,033.99 129,576.00 93,207.78 192,922.80 149,948.06 365,460.00 255,069.96
Groww Large Cap Fund 12,800.40 11,499.91 51,087.60 44,108.35 112,554.00 87,912.24 171,939.60 137,389.22 359,616.00 232,818.48
Invesco India Largecap Fund 13,647.60 11,874.56 52,502.40 46,660.14 133,590.00 95,677.38 204,850.80 154,636.36 413,244.00 265,161.12
ITI Large Cap Fund 12,862.80 11,442.37 51,080.40 44,761.54
Jm Large Cap Fund 12,784.80 11,346.20 54,514.80 45,848.88 133,824.00 92,601.06 194,031.60 148,802.39 334,632.00 245,325.12
Kotak Bluechip Fund 13,498.80 11,938.42 52,603.20 45,510.44 130,836.00 93,558.06 204,842.40 152,899.74 396,660.00 261,371.16
Lic Mf Large Cap Fund 13,270.80 11,848.70 47,498.40 43,259.72 111,312.00 85,369.44 181,742.40 136,761.91 324,048.00 228,745.68
Mahindra Manulife Large Cap Fund 13,340.40 11,831.87 51,526.80 44,947.15 128,466.00 92,634.36
Mirae Asset Large Cap Fund 13,192.80 11,941.52 48,909.60 43,493.04 119,964.00 87,854.58 185,396.40 141,414.59 406,632.00 248,468.16
Motilal Oswal Large Cap Fund
quant large cap fund 12,618.00 11,283.38
Nippon India Large Cap Fund 13,471.20 11,864.22 60,148.80 48,026.34 143,814.00 105,251.52 212,973.60 167,399.65 432,396.00 287,228.04
Sbi Blue Chip Fund 13,344.00 12,027.67 52,102.80 44,570.02 126,360.00 91,692.18 191,377.20 147,350.11 396,708.00 249,147.00
Sundaram Large Cap Fund 12,986.40 11,820.80 50,821.20 44,022.67
Tata Large Cap Fund 13,160.40 11,776.78 51,879.60 45,092.70 126,894.00 93,325.86 189,168.00 148,791.97 371,484.00 249,945.84
Taurus Large Cap Fund 13,166.40 11,596.49 51,843.60 44,706.35 113,502.00 88,525.50 162,044.40 136,777.62 287,532.00 216,720.84
Union Largecap Fund 12,711.60 11,559.07 48,949.20 43,245.65 119,484.00 87,324.12 176,257.20 138,850.91
UTI Large Cap Fund 13,255.20 11,963.68 48,369.60 43,777.26 123,018.00 88,445.28 189,184.80 142,741.28 349,692.00 241,930.08
Pgim India Large Cap Fund 12,945.60 11,830.24 49,183.20 43,281.43 113,130.00 85,674.30 172,536.00 135,896.80
Axis Bluechip Fund 13,275.60 11,911.84 46,533.60 43,246.01 110,418.00 83,144.94 198,063.60 135,061.08 370,908.00 240,216.24