INVESTMENTS
BLUE CHIP MUTUAL FUNDS
What is Blue Chip Funds?
A blue chip fund makes investments in the stocks and shares of reputable businesses that have demonstrated a track record of sound financial performance, which includes, among other things, consistent dividend payments and long-term profitability.
A publicly listed corporation that is financially stable, well-established, and well-known on a national or worldwide level is referred to as a blue chip. Blue chips typically market well-liked, high-caliber goods and services.
KEY KNOWLEDGE
Examples Of Blue Chip Stocks:
Characteristics Of Blue Chip Funds:
Advantages Of Blue Chip Mutual Funds
Blue chip firms are seen as low risk since they are leaders in their sector, have consistent cash flows, and a track record of repaying loans. They are not likely to have an unexpected shortage of credit or liquidity.
Blue chip businesses can offer steady dividend payments together with dependable growth prospects.
Disadvantages Of Blue Chip Mutual Funds
Even while returns are dependable, more modest returns are offered by well-established, mature corporations like blue chips than by smaller startups that have the potential for faster and more significant development
Blue chips often have lower volatility, more demand, and lower risk than stocks of other firms of same size. As a result, they are typically more costly.
Top Performing Blue Chip Mutual Funds
Nippon India Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Nippon India Large Cap Fund Direct-Growth has ₹18,072 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.83%, which is close to what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
HDFC Top 100 Fund Direct Plan-Growth is a Large Cap mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. HDFC Top 100 Fund Direct Plan-Growth has ₹27,687 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.11%, which is higher than what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
ICICI Prudential Bluechip Fund Direct-Growth is a Large Cap mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. ICICI Prudential Bluechip Fund Direct-Growth has ₹44,425 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.01%, which is close to what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
Edelweiss Large Cap Fund Direct -Growth is a Large Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Edelweiss Large Cap Fund Direct -Growth has ₹621 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.82%, which is close to what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
JM Large Cap Fund Direct Plan-Growth is a Large Cap mutual fund scheme from Jm Financial Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. JM Large Cap Fund Direct Plan-Growth has ₹61 Crores worth of assets under management (AUM) as on 30/09/2023 and is small fund of its category. The fund has an expense ratio of 1.74%, which is higher than what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
Tata Large Cap Direct Plan-Growth is a Large Cap mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Tata Large Cap Direct Plan-Growth has ₹1,699 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.2%, which is higher than what most other Large Cap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
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