1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Large Cap				Retuns as on 02-07-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Expense Ratio (%)	Invested Amount	Current Value	Return (%)
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	41,734.15	1.53	180000.00	302469.77	21.46
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth	05-05-2008	69,754.84	1.42	180000.00	288184.60	19.42
Invesco India Largecap Fund - Growth	21-08-2009	1,486.97	2.06	180000.00	278963.62	18.05
HDFC Large Cap Fund - Growth Option - Regular Plan	01-10-1996	37,720.12	1.61	180000.00	278549.92	17.99
DSP Large Cap Fund - Regular Plan - Growth	05-03-2003	6,030.8	-	180000.00	278499.39	17.98
Aditya Birla Sun Life Large Cap Fund-Growth	05-08-2002	29,857.77	1.65	180000.00	272583.53	17.08
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	23-09-2004	2,612.68	1.98	180000.00	271631.28	16.93
BANDHAN Large Cap Fund - Regular Plan - Growth	09-06-2006	1,862.56	2.04	180000.00	270015.70	16.68
Kotak Large Cap Fund - Growth	29-12-1998	10,137.3	1.73	180000.00	268890.22	16.51
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION	05-08-2010	16,028.07	1.65	180000.00	268598.49	16.46
Edelweiss Large Cap Fund -PlanB - Growth option	20-05-2009	1,270.38	2.12	180000.00	268107.82	16.39
Edelweiss Large Cap Fund -PlanC - Growth option	20-05-2009	1,270.38	2.12	180000.00	268127.99	16.39
Edelweiss Large Cap Fund - Regular Plan - Growth Option	20-05-2009	1,270.38	2.12	180000.00	267988.16	16.37
Tata Large Cap Fund -Regular Plan - Growth Option	07-05-1998	2,611.09	2.01	180000.00	266770.22	16.18
SBI Large Cap FUND-REGULAR PLAN GROWTH	01-02-2006	52,246.86	1.49	180000.00	266148.34	16.08
JM Large Cap Fund (Regular) - Growth Option	01-04-1995	504.17	2.36	180000.00	265644.11	16.0
Mahindra Manulife Large Cap Fund - Regular Plan - Growth	08-03-2019	668.53	2.31	180000.00	265165.76	15.92
Taurus Large Cap Fund - Regular Plan - Growth	28-02-1995	49.39	2.59	180000.00	262765.67	15.54
Franklin India Bluechip Fund-Growth	01-12-1993	7,692.35	1.84	180000.00	262457.37	15.5
HSBC Large Cap Fund - Regular Growth	10-12-2002	1,826.3	2.14	180000.00	259855.26	15.08
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	10-02-2012	127.7	2.46	180000.00	257724.34	14.74
Mirae Asset Large Cap Fund - Growth Plan	01-04-2008	39,560.93	1.52	180000.00	256848.29	14.59
LIC MF Large Cap Fund-Regular Plan-Growth	31-08-1994	1,468.81	2.12	180000.00	256091.81	14.47
Union Largecap Fund - Regular Plan - Growth Option	04-05-2017	448.58	2.49	180000.00	254686.83	14.24
UTI Large Cap Fund - Regular Plan - Growth Option	18-10-1986	12,720.2	1.77	180000.00	254509.17	14.21
PGIM India Large Cap Fund - Growth	05-01-2003	599.83	2.38	180000.00	247362.93	13.03
Axis Large Cap Fund - Regular Plan - Growth	04-01-2010	33,456.81	1.57	180000.00	244426.56	12.53
Equity: Large Cap	-	-	-	180000.00	266780.26	16.14
NIFTY 100 TRI	01-01-2003	-	-	180000.00	266899.70	16.2

SIP Return of Funds

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