At the starting of the new year 2023, many investors take the time to review and make new investments. If you’re a conservative investor looking for ways to achieve your long-term goals, you have come to the right place. However, before you start investing its important to familiarize yourself with large cap mutual funds. Always remember plan your risk before you make investment in large cap mutual fund.
Best Large Cap Mutual Fund to Invest in 2023
Financial planning is very important in terms of creating wealth. When considering large cap mutual funds as a conservative equity investment, there are a few things you have to keep in mind. These types of funds are typically recommended for those looking to create wealth over a long period without taking on too much risk or volatility. However, it’s important to remember that no investment is completely risk-free and these funds may still experience volatility. Check out best recommended large cap mutual fund for investment in 2023.
Large Cap Mutual Fund to Invest in 2023:
1. Aditya Birla Sun Life Frontline Equity Fund – Gr
The Large Cap Fund is primarily invested in domestic equities with 75.05% in large cap stocks, 9.22% in mid-cap stocks and 0.74% in small-cap stocks. Additionally, the fund has a small investment of 0.01% in debt specifically in low-risk securities.
This type of fund is suitable for investors who are looking to invest for a longer term, at least 3-4 years, and are seeking high returns. However, it’s important to note that there is also the possibility of moderate losses with this type of investment.
2. Edelweiss Large Cap Fund – Gr
The Large Cap Fund is primarily invested in domestic equities with 74.36% in large cap stocks, 9.13% in mid-cap stocks and 2.54% in small-cap stocks. Additionally, it has a small investment of 0.78% in debt all of which is invested in government securities.
This type of fund is suitable for investors who are looking to invest for a longer term, at least 3-4 years and are seeking high returns. However, it’s important to keep in mind that there is also a possibility of moderate losses with this type of investment.
3. Franklin India Focused Equity Fund – Gr
The Focused Fund is heavily invested in domestic equities with 63.8% in large cap stocks, 10.75% in mid-cap stocks and 9.83% in small-cap stocks.
This type of fund is suitable for investors who have a deep understanding of macro trends and are willing to take more selective bets for the potential of higher returns compared to other equity funds. However, it’s important to keep in mind that this type of investment also carries a higher level of risk, with the possibility of moderate to high losses even when the overall market is performing well.
4. HDFC Focused 30 Fund – Gr
The Focused Fund has a significant investment in domestic equities with 60.39% invested in large cap stocks, 9% in mid-cap stocks and 5.01% in small cap stocks.
This fund is suitable for investors who have a deep understanding of macroeconomic trends and are willing to take selective bets for the potential of higher returns compared to other equity funds. However, it’s important to keep in mind that this type of investment also carries a higher level of risk with the possibility of moderate to high losses even when the overall market is performing well.
5. Kotak Bluechip Fund – Gr
This Large Cap Fund is heavily invested in domestic equities with 73.5% invested in large cap stocks, 9.9% in mid-cap stocks and 4.03% in small-cap stocks.
This fund is suitable for investors who are looking to invest for a longer term, ideally 3-4 years and are seeking high returns. However, it’s important to keep in mind that this type of investment also carries a moderate level of risk, and investors should be prepared for the possibility of moderate losses in their investments.
6. Kotak Focused Equity Fund – Gr
This fund is heavily invested in domestic equities with 57.85% invested in large cap stocks, 26.27% in mid-cap stocks and 5.82% in small-cap stocks.
This type of fund is suitable for investors who have a deep understanding of macroeconomic trends and are willing to take selective bets for the potential of higher returns compared to other equity funds. However, it’s important to keep in mind that this type of investment also carries a higher level of risk, with the possibility of moderate to high losses even when the overall market is performing well.
7. Nippon India Focused Equity Fund – Gr
This fund has a significant investment in domestic equity with 54.2% invested in large cap stocks, 6.71% in mid-cap stocks and 9.78% in small-cap stocks.
This type of fund is suitable for investors who have a deep understanding of macroeconomic trends and are willing to take selective risks for the potential of higher returns compared to other equity funds. However, you have to keep in mind that this type of investment also carries a higher level of risk with the possibility of moderate to high losses even when the overall market is performing well.
8. Nippon India Large Cap Fund – Gr
This fund is heavily invested in domestic equity with 72.54% invested in large cap stocks, 9.74% in mid-cap stocks and 1.42% in small-cap stocks.
This type of fund is suitable for investors who are looking to invest for a longer term ideally for at least 3-4 years and are seeking high returns. However, it’s important to keep in mind that this type of investment also carries a moderate level of risk and investors should be prepared for the possibility of moderate losses in their investments.
9. SBI Blue Chip Fund – Gr
This fund is primarily invested in domestic equity with 68.3% invested in large cap stocks, 7.28% in mid-cap stocks and 0.9% in small-cap stocks. Additionally, it has a small investment of 0.14% in debt specifically in government securities.
This type of fund is suitable for investors who are looking to invest for a longer term ideally for at least 3-4 years, and are seeking high returns. However, it’s important to keep in mind that there is also a possibility of moderate losses with this type of investment.
10. Tata Focused Equity Fund – Gr
This fund is mainly invested in domestic equity with 69.71% invested in large cap stocks and 18.23% in mid-cap stocks.
This type of fund is suitable for investors who have a deep understanding of macroeconomic trends and are willing to take selective risks for the potential of higher returns compared to other equity funds. However, it’s important to keep in mind that this type of investment also carries a higher level of risk, with the possibility of moderate to high losses even when the overall market is performing well.
