https://v2.webnotes.in/tags/marquee-case-studies-large/Recent content in Marquee-Case-Studies-Large on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/marquee-case-studies-large-cap/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/marquee-case-studies-large-cap/<p>Indian <strong>large-cap mutual fund case studies</strong> include HDFC Top 100, ICICI Prudential Bluechip, SBI Bluechip, Mirae Asset Large Cap, and Axis Bluechip. These flagship large-cap schemes have shaped Indian retail investors&rsquo; understanding of long-term equity investing and represent some of the most-studied performance records in the Indian asset management industry.</p> <h2 id="notable-case-studies">Notable case studies</h2> <h3 id="hdfc-top-100-fund">HDFC Top 100 Fund</h3> <ul> <li>One of India&rsquo;s most long-tenured large-cap funds.</li> <li>Managed by <a href="https://v2.webnotes.in/prashant-jain/">Prashant Jain</a> for many years.</li> <li>Conservative value-bias approach.</li> <li>Substantial long-term wealth creation for SIP investors.</li> </ul> <h3 id="icici-prudential-bluechip-fund">ICICI Prudential Bluechip Fund</h3> <ul> <li>Top-tier large-cap fund from <a href="https://v2.webnotes.in/icici-prudential-mutual-fund/">ICICI Prudential AMC</a> .</li> <li>Quality-bias positioning.</li> <li>Consistent performance through cycles.</li> </ul> <h3 id="sbi-bluechip-fund">SBI Bluechip Fund</h3> <ul> <li>Flagship large-cap fund from <a href="https://v2.webnotes.in/sbi-mutual-fund/">SBI Mutual Fund</a> .</li> <li>Public-sector bank-backed positioning.</li> <li>Wide retail investor base.</li> </ul> <h3 id="mirae-asset-large-cap-fund">Mirae Asset Large Cap Fund</h3> <ul> <li>Newer-generation large-cap fund.</li> <li>Quality-bias under <a href="https://v2.webnotes.in/neelesh-surana/">Neelesh Surana&rsquo;s</a> investment leadership.</li> <li>Strong recent-decade performance.</li> </ul> <h3 id="axis-bluechip-fund">Axis Bluechip Fund</h3> <ul> <li>Quality-focused large-cap from <a href="https://v2.webnotes.in/axis-mutual-fund/">Axis Mutual Fund</a> .</li> <li>Period of strong outperformance followed by drawdowns.</li> </ul> <h2 id="common-characteristics">Common characteristics</h2> <h3 id="investment-approach">Investment approach</h3> <ul> <li>Top 100 stocks per <a href="https://v2.webnotes.in/sebi-mf-categorisation-october-2017/">SEBI October 2017 categorisation</a> .</li> <li>Quality-bias positioning.</li> <li>15 to 30 stock concentrated portfolios.</li> <li>Long holding periods.</li> </ul> <h3 id="performance-characteristics">Performance characteristics</h3> <ul> <li>12 to 15% CAGR over 15+ year periods (historical).</li> <li>Lower volatility than mid/small-cap.</li> <li>Periods of outperformance vs underperformance vs benchmark.</li> </ul> <h2 id="lessons">Lessons</h2> <h3 id="time-in-market">Time in market</h3> <ul> <li>Long-term holding (10+ years) tends to deliver strong outcomes regardless of entry timing.</li> <li>SIP-based investing reduces market-timing risk.</li> </ul> <h3 id="manager-continuity">Manager continuity</h3> <ul> <li>Some funds with long-tenured manager outperform.</li> <li>Manager change risk (e.g., HDFC&rsquo;s Prashant Jain departure 2022).</li> </ul> <h3 id="benchmark-relative">Benchmark relative</h3> <ul> <li>Many active large-cap funds underperform benchmark over long periods.</li> <li><a href="https://v2.webnotes.in/passive-investing-wave/">Passive investing wave</a> reflects this.</li> </ul> <h2 id="sip-examples">SIP examples</h2> <p>For a Rs 10,000 monthly SIP over 15 years in a quality large-cap fund:</p>