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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: 38
  • 💰 Total AUM: 4,12,650 Cr

Best performing Large Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Large Cap Fund51,403.800.651.37%16.31%16.00%
ICICI Pru Large Cap Fund77,451.590.852.41%14.58%13.91%
Invesco India Largecap Fund1,701.680.711.93%15.52%13.36%
HDFC Large Cap Fund39,620.901.012.14%12.56%12.83%
Baroda BNP Paribas Large Cap Fund2,638.640.820.24%14.02%12.41%
Bandhan Large Cap Fund1,979.870.862.11%15.27%12.40%
Edelweiss Large Cap Fund1,476.880.560.20%13.34%12.28%
JM Large Cap Fund442.780.930.08%13.67%12.05%
Kotak Large Cap Fund10,864.160.631.10%13.38%11.84%
Tata Large Cap Fund2,783.600.970.54%12.99%11.77%

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Overview of Large Cap Mutual Funds

Nippon India Large Cap Fund
  • AUM
    ₹ 51,403.80 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    16%
Performance
The fund's annualised performance has been 15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.56% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 83.46% along with the largest allocation towards Private Banks at 22.07%.
ICICI Pru Large Cap Fund
  • AUM
    ₹ 77,451.59 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    13.91%
Performance
The fund's annualised performance has been 14.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.73% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 84.95% along with the largest allocation towards Private Banks at 23.51%.
Invesco India Largecap Fund
  • AUM
    ₹ 1,701.68 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    13.36%
Performance
The fund's annualised performance has been 14.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.82% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 79.09% along with the largest allocation towards Private Banks at 17.35%.
HDFC Large Cap Fund
  • AUM
    ₹ 39,620.90 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    12.83%
Performance
The fund's annualised performance has been 12.83% 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 13.52%.
Composition
Large Cap makes up for the majority of the fund at 87.04% along with the largest allocation towards Private Banks at 28.59%.
Baroda BNP Paribas Large Cap Fund
  • AUM
    ₹ 2,638.64 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    12.41%
Performance
The fund's annualised performance has been 14.28% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.03% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 88.54% along with the largest allocation towards Private Banks at 17.63%.
Bandhan Large Cap Fund
  • AUM
    ₹ 1,979.87 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    12.4%
Performance
The fund's annualised performance has been 12.48% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.13% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 83.09% along with the largest allocation towards Private Banks at 21.44%.
Edelweiss Large Cap Fund
  • AUM
    ₹ 1,476.88 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    12.28%
Performance
The fund's annualised performance has been 13.67% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.3% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 85.02% along with the largest allocation towards Private Banks at 17.71%.
JM Large Cap Fund
  • AUM
    ₹ 442.78 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    12.05%
Performance
The fund's annualised performance has been 11.92% 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 13.52%.
Composition
Large Cap makes up for the majority of the fund at 87.29% along with the largest allocation towards Private Banks at 16.73%.
Kotak Large Cap Fund
  • AUM
    ₹ 10,864.16 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    11.84%
Performance
The fund's annualised performance has been 13.66% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.38% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 85.66% along with the largest allocation towards Private Banks at 19.28%.
Tata Large Cap Fund
  • AUM
    ₹ 2,783.60 Cr.
  • Expense Ratio
    0.97%
  • 5Y CAGR
    11.77%
Performance
The fund's annualised performance has been 12.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.72% vs its category average of 13.52%.
Composition
Large Cap makes up for the majority of the fund at 85.83% along with the largest allocation towards Private Banks at 26.84%.
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.