Large-cap funds must invest at least 80% of their assets in the top 100 companies.
Due to the mandate, these funds hardly take any active calls.
There exist some funds that take significant active calls and don’t mimic their indices. Let’s have a look.
Overlap with large-cap index: 19.3%, Value Research rating: 5/5
Overlap with large-cap index: 19.6%, Value Research rating: Unrated
Overlap with large-cap index: 28.1%, Value Research rating: 3/5
Overlap with large-cap index: 28.9%, Value Research rating: 3/5
Overlap with large-cap index: 39.3%, Value Research rating: 3/5
The data is as of March 31, 2024, and only for the funds’ direct plans (as per Value Research classification).