Best Large Cap Funds

Here is a piece of detailed information about the best large-cap funds (ULIP) available in the financial market these days.

Best Large-Cap Funds

Here is a list of top large-cap funds in the financial market.

1. TATA AIA Super Select Equity Fund

   Following are the main highlights of the TATA AIA Super Select Equity Fund:

   • The date of inception of this fund is 16th October 2009.

   • Total fund size id Rs. 936 crores approximately.

   • The Net Value Asset (NAV) stands at 45.73% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 33, whereas other holdings are 2.

   • The number of stock holdings is 45.

   • 5 year returns are 10.02%, 7 years is 12.73%, whereas 10 year returns under the fund are 15.43%.

2. Aditya Birla Capital Pure Equity

   Following are the main highlights of Aditya Birla Capital Pure Equity:

   • The date of inception of this fund is 9th March 2012.

   • Total fund size id Rs. 1,120 crores approximately.

   • The Net Value Asset (NAV) stands at 40.94% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 46, bond holdings are 1, whereas other holdings are 2.

   • The top 10 holding is 46%.

   • 5 year returns are 9.88%, 7 years is 14.73%, whereas 10 year returns under the fund are 15.41%.

3. Bajaj Allianz Pure Stock Fund

   Following are the main highlights of Bajaj Allianz Pure Stock Fund:

   • The date of inception of this fund is 21st July 2006.

   • Total fund size id Rs. 3,970 crores approximately.

   • The Net Value Asset (NAV) stands at 86.28% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 62, bond holdings are 7, whereas other holdings are 9.

   • The top 10 holding is 40%.

   • 5 year returns are 9.91%, 7 years is 14.40%, whereas 10 year returns under the fund are 15.03%.

4. TATA AIA Large Cap Equity Fund

   Following are the main highlights of the TATA AIA Large Cap Equity Fund:

   • The date of inception of this fund is 7th January 2008.

   • Total fund size id Rs. 1,774 crores approximately.

   • The Net Value Asset (NAV) stands at 39.63% currently.

   • 71% is the total assets in stocks.

   • The fund falls under the category of India Insurance Large-cap.

   • The number of stock holdings is 17.

   • The top 10 equity holding is 49%.

   • 5 year returns are 13.25%, 7 years is 10.05%, whereas 10 year returns under the fund are 14.43%.

5. Edelweiss Tokio Life Equity Top 250 Fund

   Following are the main highlights of Edelweiss Tokio Life Equity Top 250 Fund:

   • The date of inception of this fund is 20th July 2011.

   • Total fund size id Rs. 419 crores approximately.

   • The Net Value Asset (NAV) stands at 34.12% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 156, bond holdings are 1, whereas other holdings are 5.

   • The top 10 holding is 36%.

   • 5 year returns are 7.56%, 7 years is 11.90%, whereas 10 year returns under the fund are 14.09%.

6. Bajaj Allianz Equity Growth Fund II

   Following are the main highlights of Bajaj Allianz Equity Growth Fund II:

   • The date of inception of this fund is 4th January 2010.

   • Total fund size id Rs. 3,713 crores approximately.

   • The Net Value Asset (NAV) stands at 44.73% currently.

   • The fund falls under the category of India Insurance Large-cap.

   • The number of equity holdings is 60, bond holdings are 1, whereas other holdings are 7.

   • The top 10 holding is 52%.

   • 5 year returns are 9.80%, 7 years is 12.71%, whereas 10 year returns under the fund are 13.80%.

7. TATA AIA Whole Life Aggressive Growth Fund

   Following are the main highlights of the TATA AIA Whole Life Aggressive Growth Fund:

   • The date of inception of this fund is 8th January 2007.

   • Total fund size id Rs. 575 crores approximately.

   • The Net Value Asset (NAV) stands at 52.04% currently.

   • The fund falls under the category of India Insurance Aggressive Allocation.

   • The number of equity holdings is 10, bond holdings are 19, whereas other holdings are 3.

   • The top 10 holding is 36%.

   • 5 year returns are 11.47%, 7 years is 12.15%, whereas 10 year returns under the fund are 13.65%.

To sum up!

Large Cap Funds are a safe and steady investment growth type of funds that involves big companies in the market and less risk due to their reputation. These funds are ideal for investors unwilling to take much risk and require steady returns after a certain period. However, investors must be aware of the financial market and deeply understand how it works before putting their hard-earned money in any funds.

Happy investing!

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