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Large Cap Mutual Funds

Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 35
  • 💰 Total AUM: 3,92,730 Cr

Best performing Large Cap Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Large Cap Fund51,296.060.596.63%10.17%11.33%
Invesco India Largecap Fund1,925.140.671.90%13.07%9.93%
Taurus Large Cap Fund61.941.886.21%13.34%9.72%
ICICI Pru Large Cap Fund76,352.230.727.55%9.86%9.65%
Bandhan Large Cap Fund2,097.650.773.52%12.14%9.14%
Baroda BNP Paribas Large Cap Fund2,465.190.692.99%10.49%9.05%
HDFC Large Cap Fund37,293.950.856.60%7.85%8.89%
JM Large Cap Fund393.720.824.73%9.35%8.86%
Edelweiss Large Cap Fund1,365.790.604.29%9.55%8.72%
DSP Large Cap Fund6,642.380.797.43%10.34%8.60%

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Overview of Large Cap Mutual Funds

Nippon India Large Cap Fund
  • AUM
    ₹ 51,296.06 Cr.
  • Base Exp. Ratio
    0.59%
  • 5Y CAGR
    11.33%
Performance
The fund's annualised performance has been 14.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.8% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 81.02% along with the largest allocation towards Private Banks at 23%.
Invesco India Largecap Fund
  • AUM
    ₹ 1,925.14 Cr.
  • Base Exp. Ratio
    0.67%
  • 5Y CAGR
    9.93%
Performance
The fund's annualised performance has been 14.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.16% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 80.4% along with the largest allocation towards Private Banks at 15.22%.
Taurus Large Cap Fund
  • AUM
    ₹ 61.94 Cr.
  • Base Exp. Ratio
    1.88%
  • 5Y CAGR
    9.72%
Performance
The fund's annualised performance has been 10.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.21% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 81.23% along with the largest allocation towards Private Banks at 16.67%.
ICICI Pru Large Cap Fund
  • AUM
    ₹ 76,352.23 Cr.
  • Base Exp. Ratio
    0.72%
  • 5Y CAGR
    9.65%
Performance
The fund's annualised performance has been 14.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.18% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 83.64% along with the largest allocation towards Private Banks at 23.99%.
Bandhan Large Cap Fund
  • AUM
    ₹ 2,097.65 Cr.
  • Base Exp. Ratio
    0.77%
  • 5Y CAGR
    9.14%
Performance
The fund's annualised performance has been 12.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.09% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 83.68% along with the largest allocation towards Private Banks at 20.52%.
Baroda BNP Paribas Large Cap Fund
  • AUM
    ₹ 2,465.19 Cr.
  • Base Exp. Ratio
    0.69%
  • 5Y CAGR
    9.05%
Performance
The fund's annualised performance has been 14.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.11% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 88.23% along with the largest allocation towards Private Banks at 16.97%.
HDFC Large Cap Fund
  • AUM
    ₹ 37,293.95 Cr.
  • Base Exp. Ratio
    0.85%
  • 5Y CAGR
    8.89%
Performance
The fund's annualised performance has been 12.66% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.96% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 79.23% along with the largest allocation towards Private Banks at 28.24%.
JM Large Cap Fund
  • AUM
    ₹ 393.72 Cr.
  • Base Exp. Ratio
    0.82%
  • 5Y CAGR
    8.86%
Performance
The fund's annualised performance has been 11.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.45% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 86.64% along with the largest allocation towards Private Banks at 12.28%.
Edelweiss Large Cap Fund
  • AUM
    ₹ 1,365.79 Cr.
  • Base Exp. Ratio
    0.6%
  • 5Y CAGR
    8.72%
Performance
The fund's annualised performance has been 13.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.55% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 81.94% along with the largest allocation towards Private Banks at 19.4%.
DSP Large Cap Fund
  • AUM
    ₹ 6,642.38 Cr.
  • Base Exp. Ratio
    0.79%
  • 5Y CAGR
    8.6%
Performance
The fund's annualised performance has been 11.32% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.91% vs its category average of 13.93%.
Composition
Large Cap makes up for the majority of the fund at 89.8% along with the largest allocation towards Private Banks at 28.21%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.