Benchmark indices– Nifty50 and BSE Sensex– have actually experienced a considerable loss in the previous couple of months. From its height of 26,277 factors in September, Nifty50 is presently trading 14 percent down after it pared several of its losses recently.
Since Nifty50 makes up big cap business, this loss is rather significant in big cap common funds too in which direct exposure to big cap supplies is 80 percent or even more.
Here, we check out if there are still some big cap common funds which supplied favorable returns in the previous one year. For the unversed big cap common funds describe the plans which spend a minimum of 80 percent of their possessions in the big cap supplies.
Large cap supplies are the safeties of leading 100 business when they are rated on the basis of their market capitalisation. Overall, there are 32 plans in this group with web possessions under administration (AUM) of 3.54 lakh crore as on Jan 31, 2025.
Mutual fund returns
Since monetary markets have actually been reeling under stress, a number of big cap plans have actually published unfavorable returns in the previous one year. However, there are some which have actually handled to upload favorable returns throughout this time around.
(Source: AMFI; returns as on March 7, 2025)
As we can see in the table over, Motilal Oswal Large Cap Fund supplied over 19 percent in the previous one year. DSP Top 100 Equity Fundgave 9.70 percent return.
Other big cap plans which provided favorable returns are WhiteOak Capital Large Cap Fund (7.66%), SBI Bluechip Fund (5.12%), Canara Robeco Bluechip Equity Fund (4.88%) and Aditya Birla Sun Life Frontline Equity Fund (3.2%).
Based on the dimension of funds, the biggest plans are SBI Bluechip Fund (with AUM of 47,282 crore) and Aditya Birla Sun Life Frontline Equity Fund (with AUM of 26,923 crore).
Meanwhile, there are various other plans which have actually supplied unfavorable returns in the previous one year. These consist of HDFC Large Cap Fund (-0.60%), HSBC Large Cap Fund with -0.88 percent return and Quant Large Cap fund with -8.68 percent return, reveals AMFI information as on March 7.
Notably, previous returns of a shared fund plan do not ensure the future returns. In various other words, even if a plan has actually done remarkably well in the current past, it does not suggest it will certainly remain to execute at the exact same rate.
Note: This tale is for educational objectives just. Please talk with a SEBI-registered financial investment expert prior to making any kind of financial investment relevant choice.
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