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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: 33
  • 💰 Total AUM: 3,94,720 Cr

Best performing Large Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Large Cap Fund44,164.760.651.45%20.73%23.67%
ICICI Pru Large Cap Fund71,787.870.850.02%18.78%21.23%
HDFC Large Cap Fund38,116.691.004.34%16.60%20.32%
Invesco India Largecap Fund1,528.010.711.32%17.87%19.77%
Mahindra Manulife Large Cap Fund708.930.663.19%15.69%19.53%
Kotak Large Cap Fund10,515.750.611.02%16.11%19.21%
Tata Large Cap Fund2,631.270.994.27%15.36%19.10%
Aditya Birla SL Large Cap Fund30,234.550.951.47%15.89%19.01%
Edelweiss Large Cap Fund1,291.810.613.85%16.74%18.91%
Baroda BNP Paribas Large Cap Fund2,719.220.765.15%17.12%18.86%

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Overview of Large Cap Mutual Funds

Nippon India Large Cap Fund
  • AUM
    ₹ 44,164.76 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    23.67%
Performance
The fund's annualised performance has been 16.45% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.39% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 84.5% along with the largest allocation towards Private Banks at 18.94%.
ICICI Pru Large Cap Fund
  • AUM
    ₹ 71,787.87 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    21.23%
Performance
The fund's annualised performance has been 15.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.34% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 84.51% along with the largest allocation towards Private Banks at 22.72%.
HDFC Large Cap Fund
  • AUM
    ₹ 38,116.69 Cr.
  • Expense Ratio
    1%
  • 5Y CAGR
    20.32%
Performance
The fund's annualised performance has been 14.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.93% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 87.71% along with the largest allocation towards Private Banks at 28.35%.
Invesco India Largecap Fund
  • AUM
    ₹ 1,528.01 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    19.77%
Performance
The fund's annualised performance has been 15.59% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.27% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 82.28% along with the largest allocation towards Private Banks at 20.98%.
Mahindra Manulife Large Cap Fund
  • AUM
    ₹ 708.93 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    19.53%
Performance
The fund's annualised performance has been 15.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.57% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 86.3% along with the largest allocation towards Private Banks at 24.74%.
Kotak Large Cap Fund
  • AUM
    ₹ 10,515.75 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    19.21%
Performance
The fund's annualised performance has been 14.89% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.96% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 83.3% along with the largest allocation towards Private Banks at 20.1%.
Tata Large Cap Fund
  • AUM
    ₹ 2,631.27 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    19.1%
Performance
The fund's annualised performance has been 13.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.31% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 82.83% along with the largest allocation towards Private Banks at 25.97%.
Aditya Birla SL Large Cap Fund
  • AUM
    ₹ 30,234.55 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    19.01%
Performance
The fund's annualised performance has been 14.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.59% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 82.59% along with the largest allocation towards Private Banks at 23.27%.
Edelweiss Large Cap Fund
  • AUM
    ₹ 1,291.81 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    18.91%
Performance
The fund's annualised performance has been 14.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.76% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 80.11% along with the largest allocation towards Private Banks at 21.19%.
Baroda BNP Paribas Large Cap Fund
  • AUM
    ₹ 2,719.22 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    18.86%
Performance
The fund's annualised performance has been 15.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.84% vs its category average of 13.42%.
Composition
Large Cap makes up for the majority of the fund at 83.44% along with the largest allocation towards Private Banks at 21.09%.
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.