Archive for the ‘ Large Cap Mutual Fund ’ Category

Recommended Mutual Funds – Large Cap

Tuesday, February 18th, 2014

Equity is a powerful asset class that offers potential for long term wealth generation. However this potential is only realized for those investors that are able to maintain a diligent and disciplined approach towards it. The Investors should also select the schemes wisely wherein the fund managers are aligned in their long term approach to risk management and wealth creation.

Large Cap Equity Mutual Funds make a base for your equity portfolio and should weigh atleast 35-40% of your equity portfolio.

BIA Capital Recommends  following Large Cap Funds for your Mutual Fund Portfolio.

  Return as on 11-02-2014 (Returns above one year are CAGR) Ratios based on 3 years performance
Name of the Funds AUM (in crs.) as on 31-12-2013  YTD  1 month  3 month  1 year  3 year  5 years  10 year  Beta  Alpha  Sharpe Ratio
ICICI Prudential Focused Bluechip Equity Fund 4,705 -2.22% -0.75% 1.85% 7.48% 8.94% 22.36% - 0.85 0.34 0.451
Birla Sl Frontline Equity Fund 3,586 -3.32% -1.59% 1.86% 5.41% 8.25% 20.59% 17.90% 0.90 0.36 0.38
Axis Equity Fund 603 -4.38% -2.67% 0.23% 7.64% 8.85% - - 0.83 0.35 0.47
Franklin India Bluechip Fund 4,958 -3.35% -1.41% 1.07% 0.28% 5.45% 19.17% 15.97% 0.87 0.08 0.273
Edelweiss Diversified Growth Equity Top 100 Fund 22 -4.10% -2.29% 0.83% 7.62% 9.39% - - 0.82 0.35 0.464

A brief note on the recommended funds :

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