Long Term Compounders

Funds with a long history of outperformance & a large cap bias

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@796158 796158

Showing 1 - 20 of 27 results

last updated at 11:00 PM IST

	NameMFs (27)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓Sharpe RatioSharpe Ratio↓	↓Time since inceptionTime since inception↓	↓CAGR 5YCAGR 5Y↓	↓% Largecap Holding% Largecap Holding↓
1.	SBI Large & Midcap Fund SBI Large & Midcap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	42,335.63 42,335.63	0.01 0.01	165.00 165.00	13.81 13.81	41.54 41.54
2.	ICICI Pru Large & Mid Cap Fund ICICI Pru Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	32,706.25 32,706.25	0.05 0.05	165.00 165.00	16.96 16.96	46.04 46.04
3.	Kotak Large & Mid Cap Fund Kotak Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	32,050.32 32,050.32	0.11 0.11	165.00 165.00	13.64 13.64	55.74 55.74
4.	HDFC Large & Mid Cap Fund HDFC Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	30,098.86 30,098.86	0.05 0.05	165.00 165.00	15.09 15.09	44.84 44.84
5.	ICICI Pru Flexi Cap Fund ICICI Pru Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	24,099.78 24,099.78	0.19 0.19	63.00 63.00	15.45 15.45	63.81 63.81
6.	Axis Large & Mid Cap Fund Axis Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	16,718.47 16,718.47	0.36 0.36	96.00 96.00	12.91 12.91	46.19 46.19
7.	HSBC Value Fund HSBC Value Fund	Value Fund Value Fund	Growth Growth	14,987.50 14,987.50	0.19 0.19	165.00 165.00	16.43 16.43	47.65 47.65
8.	Quant ELSS Tax Saver Fund Quant ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	13,382.30 13,382.30	0.72 0.72	165.00 165.00	15.71 15.71	72.51 72.51
9.	SBI Banking & Financial Services Fund SBI Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	10,872.95 10,872.95	0.02 0.02	140.00 140.00	12.59 12.59	66.31 66.31
10.	Tata Value Fund Tata Value Fund	Value Fund Value Fund	Growth Growth	8,655.69 8,655.69	0.03 0.03	165.00 165.00	13.89 13.89	62.80 62.80
11.	Nippon India Power & Infra Fund Nippon India Power & Infra Fund	Sectoral Fund - Energy & Power Sectoral Fund - Energy & Power	Growth Growth	8,136.78 8,136.78	0.57 0.57	165.00 165.00	21.30 21.30	49.19 49.19
12.	HDFC Value Fund HDFC Value Fund	Value Fund Value Fund	Growth Growth	7,933.62 7,933.62	0.40 0.40	165.00 165.00	14.32 14.32	60.52 60.52
13.	Nippon India Banking & Financial Services Fund Nippon India Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	7,909.93 7,909.93	0.17 0.17	165.00 165.00	13.46 13.46	57.31 57.31
14.	Aditya Birla SL Multi-Cap Fund Aditya Birla SL Multi-Cap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	7,531.29 7,531.29	0.51 0.51	65.00 65.00	13.61 13.61	40.71 40.71
15.	Quant Flexi Cap Fund Quant Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	7,261.61 7,261.61	0.71 0.71	165.00 165.00	15.10 15.10	76.00 76.00
16.	ICICI Pru Manufacturing Fund ICICI Pru Manufacturing Fund	Thematic Fund Thematic Fund	Growth Growth	7,148.17 7,148.17	0.46 0.46	96.00 96.00	19.61 19.61	56.43 56.43
17.	Sundaram Large and Mid Cap Fund Sundaram Large and Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	6,936.04 6,936.04	0.53 0.53	165.00 165.00	12.77 12.77	40.35 40.35
18.	Aditya Birla SL Value Fund Aditya Birla SL Value Fund	Value Fund Value Fund	Growth Growth	6,738.62 6,738.62	0.81 0.81	165.00 165.00	15.01 15.01	52.13 52.13
19.	SBI PSU Fund SBI PSU Fund	Thematic Fund Thematic Fund	Growth Growth	6,703.16 6,703.16	0.51 0.51	165.00 165.00	23.90 23.90	78.02 78.02
20.	UTI Large & Mid Cap Fund UTI Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	6,514.49 6,514.49	0.14 0.14	165.00 165.00	14.43 14.43	50.27 50.27