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How Aditya Birla Sun Life Large Cap Fund is Tapping Into India's Blue-Chip Potential
How Aditya Birla Sun Life Large Cap Fund is Tapping Into India's Blue-Chip Potential

Hans India

time07-08-2025

  • Business
  • Hans India

How Aditya Birla Sun Life Large Cap Fund is Tapping Into India's Blue-Chip Potential

They say, 'Don't put all your eggs in one basket.' But what if that one basket is full of India's strongest companies? That is the idea behind blue-chip investing. And Aditya Birla Large Cap Fund is doing just that. In a market full of trends, this fund sticks to proven performers. By focusing on large-cap stocks, it backs brands that have already stood the test of time. Sounds smart, right? But how does it really work? What company does it invest in? And is it the right choice for you? Don't worry, you will get answers to all of these questions here. Read the blog to understand everything clearly. What is the Aditya Birla Sun Life Large Cap Fund? So first, let us understand what equity funds are. Equity funds are mutual funds that invest your money in shares of companies. Now, imagine a fund that only picks the top-most stable companies in the country. That is the Aditya Birla Sun Life Large Cap Fund. This fund puts money into India's biggest and most trusted companies. These are businesses that form part of the NIFTY 100 index and are known for steady performance. The idea is to grow your money over time by investing in companies that are already leaders in their space. It also tries to reduce risk by spreading across sectors. If you are looking for a solid and stable investment option, this is one fund worth knowing about. Key Details of ABSL Fund So far, we have talked about the meaning of ABSL Large Cap Fund. But what makes this particular fund worth a look? Explore those details as well: Fund Info Returns & Risk Investment Details Performance Ratios Fund Type Open-ended Equity (Large Cap) CAGR (Since Inception) 19.05% Inception Date August 30, 2002 Risk Level Very High Fund Age 22 Yrs, 9 Months, 28 Days Investment Horizon 5 Years or More Latest NAV ₹ 535.96 (as of Jun 26, 2025) Min Investment ₹ 100 AUM ₹ 29,858.67 Cr (as of May 31, 2025) Entry Load NIL Standard Deviation 13.13 Sharpe Ratio 0.81 Beta 0.95 Total Expense Ratio (TER) 1.63% What are Large Cap or Blue-Chip Stocks? Now that you know what equity funds are, let's talk about the other term— blue-chip stocks. Large-cap or blue-chip stocks are shares of big, trusted companies that have earned a solid place in the market. They are usually leaders in their sectors and have built a good track record over many years. These stocks are considered dependable and often less risky than others during market fluctuations. These companies have large market capitalisation and are part of major stock exchange indices. While they may not always give very high returns in the short term, they are seen as safer, long-term investments. The Connection Between ABSL Large Cap Funds and India's Blue-Chip Potential By focusing on large-cap, blue-chip companies, Aditya Birla Sun Life Large Cap Fund tries to offer investments with lower exposure. These companies offer stability, better transparency, and long-term potential for wealth creation. The fund replicates the structure of the Nifty 100 TRI, offering diversified exposure across sectors. Investors looking for steady returns and fewer surprises often prefer large-cap strategies like this one. So, how does the fund do all of this? Let us take a look at a few key strategies. Diversified portfolio: The fund spreads investment across sectors to reduce dependency on industry and manage risks better. Focus on long-term growth: The fund bets on stable companies that grow steadily, not just short-term winners. Benchmark aligned strategy: It attracts Nifty 100 TRI, India's largest cap elite, to keep your investments on a trusted path. Who Should Consider Large-Cap Stocks? Large-cap stocks are great for investors who want peace of mind. These companies are already big names with stable operations and steady demand. This allows you to invest without constantly stressing about market fluctuations. If you are planning to invest for a longer period or are not willing to take risks, large-cap stocks are the ideal option. Let us understand in detail who should consider investing in them: Long-term thinkers who don't mind being patient. First-time investors are looking for something less risky. Anyone whose portfolio feels too jumpy or volatile. Individuals aiming for passive income via dividends. Advantages and Disadvantages of Blue-Chip Stocks Every other investment comes with its own set of benefits and challenges. The same is the case with blue-chip stocks. So here is a simple comparison of the good and not-so-good parts of investing in these well-established companies: Advantages of Large-Cap Stocks Drawbacks of Large-Cap Stocks Highly liquid – easy to buy and sell. Slower growth compared to small and mid-cap stocks. Backed by strong, well-established companies. It may take longer to bounce back in a market recovery. Lower risk and more stability in volatile markets. Not ideal for aggressive, high-growth strategies. Often provide steady dividends. Gains are usually steady but not very high. Easy to track and research due to transparent reporting. Limited scope for rapid expansion. Ideal for long-term wealth building with moderate risk. Higher entry price makes them less affordable for small investors. Wrapping Up You have now explored what blue chip stocks are, why large companies matter, and how ABSL Large Cap Funds tap into India's top performers. This fund is a simple way to get exposure to well-established, stable companies that can deliver consistent value. If you want to invest in a solid, time-tested business without getting into the noise of daily market swings, this fund gives you a clear path. It is built for long-term investors who are looking for consistent growth. Just make sure you align your investment choices with your goals and always do a little research or talk to your advisor before taking the next step.

NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund
NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund

Time of India

time07-07-2025

  • Business
  • Time of India

NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund

SBI Mutual Fund has announced the launch of SBI Nifty100 Low Volatility 30 Index Fund , an open-ended scheme tracking the Nifty100 Low Volatility 30 Index. The new fund offer or NFO of the fund will open for subscription on July 8 and will close on July 22. Also Read | Mutual fund SIP guide: How to invest for the rest of 2025 Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like "척추관협착증 통증 때문에 걷기 힘들다면?"..."비수술치료"로 통증 개선 됩니다! ort02a_강남정형외과병원 지금 예약 Undo The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. "The NIFTY100 Low Volatility 30 Index provides exposure to 30 of the least volatile companies within the NIFTY100 universe. It has a track record of delivering returns with lower risk than its parent index, the NIFTY100, over longer time horizons. The SBI NIFTY100 Low Volatility 30 Fund provides access to a proven passive strategy, ideal for investors seeking resilience in their portfolio and a relatively smoother path to long-term wealth creation ,' said Nand Kishore, MD & CEO, SBI Funds Management Limited. Live Events The fund will be benchmarked against the Nifty100 Low Volatility 30 Index and will be managed by Viral Chhadva. "Low-volatility investing is based on the principle that such stocks tend to cushion the impact of sudden market downturns. The NIFTY100 Low Volatility 30 Index is a focused equity index that tracks 30 of the least volatile companies within the NIFTY100 universe. The SBI NIFTY100 Low Volatility 30 Fund provides investors access to a passive investment strategy that complements traditional approaches, providing prudent investors with a relatively calmer path to long-term wealth creation," said D P Singh, Deputy MD and Joint CEO, SBI Funds Management. The scheme would primarily invest a minimum of 95% and a maximum of 100% of its assets in stocks comprising the Nifty100 Low Volatility 30 Index and up to 5% in Government securities (like G-Secs, SDLs, and treasury bills), including triparty repo and units of liquid mutual fund, according to a release by the fund house. Also Read | Mazagon Dock and Radico Khaitan among 19 stocks which are upgraded in H2 CY25 The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. Additional purchases can be made for a minimum of Rs 1,000 and in multiples of Re 1 thereafter. Investments can be made through SIPs (Systematic Investment Plans) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)

NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund
NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund

Economic Times

time07-07-2025

  • Business
  • Economic Times

NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund

The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. SBI Mutual Fund has announced the launch of SBI Nifty100 Low Volatility 30 Index Fund, an open-ended scheme tracking the Nifty100 Low Volatility 30 Index. The new fund offer or NFO of the fund will open for subscription on July 8 and will close on July 22. Also Read | Mutual fund SIP guide: How to invest for the rest of 2025 The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. "The NIFTY100 Low Volatility 30 Index provides exposure to 30 of the least volatile companies within the NIFTY100 universe. It has a track record of delivering returns with lower risk than its parent index, the NIFTY100, over longer time horizons. The SBI NIFTY100 Low Volatility 30 Fund provides access to a proven passive strategy, ideal for investors seeking resilience in their portfolio and a relatively smoother path to long-term wealth creation,' said Nand Kishore, MD & CEO, SBI Funds Management Limited. The fund will be benchmarked against the Nifty100 Low Volatility 30 Index and will be managed by Viral Chhadva. "Low-volatility investing is based on the principle that such stocks tend to cushion the impact of sudden market downturns. The NIFTY100 Low Volatility 30 Index is a focused equity index that tracks 30 of the least volatile companies within the NIFTY100 universe. The SBI NIFTY100 Low Volatility 30 Fund provides investors access to a passive investment strategy that complements traditional approaches, providing prudent investors with a relatively calmer path to long-term wealth creation," said D P Singh, Deputy MD and Joint CEO, SBI Funds Management. The scheme would primarily invest a minimum of 95% and a maximum of 100% of its assets in stocks comprising the Nifty100 Low Volatility 30 Index and up to 5% in Government securities (like G-Secs, SDLs, and treasury bills), including triparty repo and units of liquid mutual fund, according to a release by the fund house. Also Read | Mazagon Dock and Radico Khaitan among 19 stocks which are upgraded in H2 CY25 The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. Additional purchases can be made for a minimum of Rs 1,000 and in multiples of Re 1 thereafter. Investments can be made through SIPs (Systematic Investment Plans) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)

Consistent outperformers: 31 equity mutual funds beat their benchmarks in 3, 5, and 7 years
Consistent outperformers: 31 equity mutual funds beat their benchmarks in 3, 5, and 7 years

Time of India

time29-04-2025

  • Business
  • Time of India

Consistent outperformers: 31 equity mutual funds beat their benchmarks in 3, 5, and 7 years

Around 31 equity mutual funds have outperformed their respective benchmarks in the last three, five, and seven years. ETMutualFunds analysed the performance of 164 equity mutual funds that have completed seven years of existence in the market. Tired of too many ads? Remove Ads ELSS funds Tired of too many ads? Remove Ads Flexi cap funds Large cap funds Around 31 equity mutual funds have outperformed their respective benchmarks in the last three, five, and seven years. ETMutualFunds analysed the performance of 164 equity mutual funds that have completed seven years of existence in the were around six ELSS funds in the list, followed by five flexi cap funds, and four large cap funds. The list had three contra funds, focused funds, large undefined each and only one small cap fund made it to the Read | Gold & mutual funds: Which one is right for your portfolio now? We considered all equity mutual funds, excluding multi cap funds, as the data for the benchmark was not available for the ELSS have managed to outperform their respective benchmarks in the last three, five, and seven years. DSP ELSS Tax Saver Fund, Franklin India ELSS Tax Saver Fund, and HDFC ELSS Tax Saver, which are benchmarked against NIFTY 500 - TRI have managed to outperform the benchmark in the mentioned time periods. SBI Long Term Equity Fund , the oldest ELSS fund, managed to outperform its respective benchmark in the said time flexi-cap funds have managed to outperform their respective benchmarks in the last three, five, and seven years. Franklin India Flexi Cap Fund, HDFC Flexi Cap Fund have managed to outperform their respective benchmarks in the said time Parikh Flexi Cap Fund, the largest flexi cap fund based on assets managed, featured in the list of outperformers across horizons. Quant Flexi Cap Fund outperformed against its benchmark in the three different horizons Read | 19 gold ETFs, one glittering choice: Here's how to pick the best one There were four large cap funds that managed to beat their respective benchmarks in the said time periods. Out of these four funds, three are benchmarked against NIFTY 100 - TRI, and the other one is benchmarked against BSE 100 - Pru Focused Equity Fund gave 21.75%, 28.73%, and 17% returns against 15.22%, 25.12%, and 14.31% in the last three, five, and seven years, respectively.4321`Also Read | Global MFs recover post Tariff lows. How long will momentum sustain?Large & mid cap funds

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