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: 43
💰 Total AUM: 4,00,428 Cr

Best performing Large Cap Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Nippon India Large Cap Fund	51,690.28	2.75	2.42%	14.28%	15.53%
ICICI Pru Large Cap Fund	75,650.43	0.72	3.35%	13.79%	13.38%
Invesco India Largecap Fund	1,721.89	0.68	1.88%	14.51%	13.08%
Baroda BNP Paribas Large Cap Fund	2,578.67	0.67	1.53%	13.73%	12.44%
Bandhan Large Cap Fund	2,007.27	0.76	2.48%	13.34%	12.06%
Tata Large Cap Fund	2,687.58	0.83	0.12%	12.21%	11.81%
JM Large Cap Fund	421.65	1.34	3.64%	12.32%	11.71%
Edelweiss Large Cap Fund	1,439.03	0.67	4.51%	11.29%	11.63%
HDFC Large Cap Fund	38,121.27	0.98	5.56%	10.71%	11.61%
DSP Large Cap Fund	7,192.01	0.72	5.02%	13.33%	11.27%

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Overview of Large Cap Mutual Funds

Nippon India Large Cap Fund

AUM
₹ 51,690.28 Cr.
Expense Ratio
2.75%
5Y CAGR
15.53%

Performance

The fund's annualised performance has been 15.17% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.88% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 80.89% along with the largest allocation towards Private Banks at 22.54%.

ICICI Pru Large Cap Fund

AUM
₹ 75,650.43 Cr.
Expense Ratio
0.72%
5Y CAGR
13.38%

Performance

The fund's annualised performance has been 14.56% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.35% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 82.5% along with the largest allocation towards Private Banks at 22.31%.

Invesco India Largecap Fund

AUM
₹ 1,721.89 Cr.
Expense Ratio
0.68%
5Y CAGR
13.08%

Performance

The fund's annualised performance has been 14.59% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.47% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 78.92% along with the largest allocation towards Private Banks at 16.32%.

Baroda BNP Paribas Large Cap Fund

AUM
₹ 2,578.67 Cr.
Expense Ratio
0.67%
5Y CAGR
12.44%

Performance

The fund's annualised performance has been 14.54% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.46% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 84.01% along with the largest allocation towards Private Banks at 16.27%.

Bandhan Large Cap Fund

AUM
₹ 2,007.27 Cr.
Expense Ratio
0.76%
5Y CAGR
12.06%

Performance

The fund's annualised performance has been 12.64% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.29% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 81.57% along with the largest allocation towards Private Banks at 20.13%.

Tata Large Cap Fund

AUM
₹ 2,687.58 Cr.
Expense Ratio
0.83%
5Y CAGR
11.81%

Performance

The fund's annualised performance has been 13.07% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.42% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 84.09% along with the largest allocation towards Private Banks at 22.32%.

JM Large Cap Fund

AUM
₹ 421.65 Cr.
Expense Ratio
1.34%
5Y CAGR
11.71%

Performance

The fund's annualised performance has been 12.07% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.85% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 84.75% along with the largest allocation towards Private Banks at 15.32%.

Edelweiss Large Cap Fund

AUM
₹ 1,439.03 Cr.
Expense Ratio
0.67%
5Y CAGR
11.63%

Performance

The fund's annualised performance has been 13.72% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.01% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 83.1% along with the largest allocation towards Private Banks at 16.28%.

HDFC Large Cap Fund

AUM
₹ 38,121.27 Cr.
Expense Ratio
0.98%
5Y CAGR
11.61%

Performance

The fund's annualised performance has been 12.88% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.17% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 78.8% along with the largest allocation towards Private Banks at 27.51%.

DSP Large Cap Fund

AUM
₹ 7,192.01 Cr.
Expense Ratio
0.72%
5Y CAGR
11.27%

Performance

The fund's annualised performance has been 11.62% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.85% vs its category average of 12.61%.

Composition

Large Cap makes up for the majority of the fund at 82.41% along with the largest allocation towards Private Banks at 28.19%.

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.