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11 Best performing Large Cap Mutual Funds in India for 2025

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11 Best Large Cap Mutual Funds 2025

Updated on January 9, 2025 , 84796 views

Ideally, when someone thinks of Investing, the first thought that comes to one's mind will mostly be equity. When you further explore Equity Funds, you will large-cap funds.

Large cap Mutual Funds are considered to be one of the safest investments in equities as they have good returns and are less volatile to Market fluctuations compared to other equity funds i.e., mid & Small cap funds. These funds invest in the stock of big companies. Investors are keen to invest their monies in large-caps even though the share price of blue-chip companies is high.

Best Large Cap Mutual Funds

Choosing the best large cap mutual fund is an important task that needs to be given due importance. Let's see below the benefits of investing in large cap mutual funds, how to select the best Large cap funds and finally, a list of the top 10 best large cap funds to invest in 2025.

What are Large Cap Funds?

Large cap are mutual funds that primarily invest in the stocks of large-cap companies, which are companies with a market capitalization typically over Rs. 20,000 crore. These funds aim to provide investors with exposure to the largest and most established companies in the stock market. The stocks held in large cap funds are often known as "blue-chip" stocks, which are well-established companies with a long history of stable Earnings and a strong financial position. These stocks are typically less volatile than stocks of smaller companies, making large cap mutual funds a popular choice for investors seeking a relatively stable and low-risk investment option. Large cap mutual funds may also offer the potential for long-term growth, as the companies they invest in are typically leaders in their industries and have the potential for continued expansion and success.

How to Select Large Cap Funds?

Choosing the right large-cap mutual fund is never easy. Some funds tend to perform well, while other funds tend to languish. But, there are a few parameters that investors have to look at while choosing the right fund. One needs to look at a number of quantitative as well as qualitative factors before deciding upon a fund.

Quantitative Factors

The mutual fund rating could be a good starting point. This needs to be supplemented with other data such as fund age, assets under management (AUM), past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 1000 crore and also must have a minimum average allocation of 65 percent to large cap stocks over the past one year.

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Qualitative Factors

This further needs to be filtered with qualitative factors such as fund house reputation, the fund manager track record and the investment process. One must select the fund house on which you have faith to invest your money. Identifying fund houses that have a strong presence in the market and provide a variety of funds that have a long and consistent track record. One should also see how many of the funds are top performers. A fund manager with a good track record is a must. An Asset Management Company with a set institutionalised investment process is also important since this ensures that it's a process that gets you to make money rather than just a fund manager (person - and hence keyman risk). By doing the above, one can try and select the best large cap fund or even make a list of the top 10 best large cap funds to choose from.

Top 11 Best Performing Large Cap Mutual Funds FY 25 - 26

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
Nippon India Large Cap Fund Growth ₹84.3944
↓ -0.77
₹35,313-5.8-3.814.91818.618.2
HDFC Top 100 Fund Growth ₹1,076.44
↓ -9.18
₹36,587-7.2-4.59.71516.411.6
ICICI Prudential Bluechip Fund Growth ₹102.17
↓ -0.74
₹63,938-6.4-3.514.914.81816.9
DSP BlackRock TOP 100 Equity Growth ₹442.552
↓ -4.35
₹4,530-5.8-0.718.514.114.220.5
BNP Paribas Large Cap Fund Growth ₹211.766
↓ -1.57
₹2,403-7.8-4.81713.816.520.1
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹7584.416.72.913.610.5
Aditya Birla Sun Life Frontline Equity Fund Growth ₹492.76
↓ -4.13
₹29,323-6.3-2.714.712.716.415.6
Edelweiss Large Cap Fund Growth ₹79.6
↓ -0.70
₹1,100-7.3-4.212.812.315.914.6
Invesco India Largecap Fund Growth ₹65.8
↓ -0.62
₹1,317-6-2.117.312.216.920
IDFC Large Cap Fund Growth ₹72.217
↓ -0.69
₹1,760-6.4-2.616.112.116.418.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

*List of 11 Best Large cap mutual funds with AUM/Net Assets > 500 Crore. Having fund age >=3 Sorted on 3 Year CAGR Returns.

1. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 45 in Large Cap category. .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,643
31 Dec 21₹15,281
31 Dec 22₹15,730

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 20 in Large Cap category.  Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% .

Below is the key information for Nippon India Large Cap Fund

Nippon India Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (10 Jan 25) ₹84.3944 ↓ -0.77   (-0.91 %)
Net Assets (Cr) ₹35,313 on 30 Nov 24
Category Equity - Large Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.73
Information Ratio 1.96
Alpha Ratio 5.55
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,491
31 Dec 21₹13,886
31 Dec 22₹15,459
31 Dec 23₹20,429
31 Dec 24₹24,156

Nippon India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -5.9%
3 Month -5.8%
6 Month -3.8%
1 Year 14.9%
3 Year 18%
5 Year 18.6%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.2%
2022 32.1%
2021 11.3%
2020 32.4%
2019 4.9%
2018 7.3%
2017 -0.2%
2016 38.4%
2015 2.2%
2014 1.1%
Fund Manager information for Nippon India Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0717.41 Yr.
Kinjal Desai25 May 186.61 Yr.
Bhavik Dave19 Aug 240.37 Yr.

Data below for Nippon India Large Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services35.13%
Consumer Cyclical10.92%
Industrials10.42%
Technology10.06%
Consumer Defensive9.4%
Energy6.03%
Utility5.03%
Health Care4.71%
Basic Materials4.53%
Communication Services1.33%
Asset Allocation
Asset ClassValue
Cash1.23%
Equity98.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
10%₹3,402 Cr18,940,367
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹2,210 Cr17,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹1,920 Cr14,862,137
↑ 262,137
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
5%₹1,800 Cr37,750,240
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
4%₹1,579 Cr8,500,084
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
4%₹1,443 Cr17,200,644
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
4%₹1,341 Cr3,600,529
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK
4%₹1,250 Cr11,000,080
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE
3%₹1,052 Cr1,599,612
↑ 100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
3%₹982 Cr2,300,000

3. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 43 in Large Cap category.  Return for 2024 was 11.6% , 2023 was 30% and 2022 was 10.6% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (10 Jan 25) ₹1,076.44 ↓ -9.18   (-0.85 %)
Net Assets (Cr) ₹36,587 on 30 Nov 24
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 1.23
Information Ratio 1.3
Alpha Ratio -0.69
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,591
31 Dec 21₹13,613
31 Dec 22₹15,058
31 Dec 23₹19,579
31 Dec 24₹21,859

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -5.4%
3 Month -7.2%
6 Month -4.5%
1 Year 9.7%
3 Year 15%
5 Year 16.4%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.6%
2022 30%
2021 10.6%
2020 28.5%
2019 5.9%
2018 7.7%
2017 0.1%
2016 32%
2015 8.5%
2014 -6.1%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Rahul Baijal29 Jul 222.43 Yr.
Dhruv Muchhal22 Jun 231.53 Yr.

Data below for HDFC Top 100 Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services33.12%
Consumer Cyclical11.83%
Technology9.2%
Consumer Defensive7.96%
Industrials7.8%
Energy7.26%
Health Care6.19%
Utility5.43%
Communication Services5.3%
Basic Materials3.35%
Real Estate0.67%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹3,615 Cr20,126,319
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
10%₹3,600 Cr27,690,474
↓ -2,350,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹2,169 Cr5,822,954
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | NTPC
5%₹1,988 Cr54,669,743
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹1,940 Cr11,921,785
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
5%₹1,798 Cr9,679,648
↑ 700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | AXISBANK
5%₹1,695 Cr14,918,255
↑ 1,415,541
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1,511 Cr31,691,145
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK
4%₹1,296 Cr7,341,626
↑ 350,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
3%₹1,241 Cr9,601,236

4. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund Manager reserves the right to increase the number of companies to more than 20.

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 21 in Large Cap category.  Return for 2024 was 16.9% , 2023 was 27.4% and 2022 was 6.9% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (10 Jan 25) ₹102.17 ↓ -0.74   (-0.72 %)
Net Assets (Cr) ₹63,938 on 30 Nov 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 1.66
Information Ratio 1.16
Alpha Ratio 4.47
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,349
31 Dec 21₹14,659
31 Dec 22₹15,664
31 Dec 23₹19,955
31 Dec 24₹23,322

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -5.3%
3 Month -6.4%
6 Month -3.5%
1 Year 14.9%
3 Year 14.8%
5 Year 18%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.9%
2022 27.4%
2021 6.9%
2020 29.2%
2019 13.5%
2018 9.8%
2017 -0.8%
2016 32.7%
2015 7.7%
2014 -0.2%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 186.33 Yr.
Vaibhav Dusad18 Jan 213.96 Yr.
Sharmila D’mello31 Jul 222.42 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.45%
Industrials10.43%
Consumer Cyclical9.71%
Technology8.06%
Energy8%
Basic Materials7.42%
Consumer Defensive5.52%
Health Care4.76%
Communication Services4.37%
Utility3.48%
Real Estate1.25%
Asset Allocation
Asset ClassValue
Cash8.56%
Equity91.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
9%₹5,845 Cr32,542,194
↑ 1,197,206
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹5,268 Cr40,518,440
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹4,248 Cr11,404,422
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹3,116 Cr16,770,859
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
4%₹2,820 Cr21,819,559
↑ 485,945
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹2,792 Cr17,160,857
↑ 653,740
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
4%₹2,665 Cr23,450,184
↑ 809,470
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹2,625 Cr2,370,209
↑ 47,064
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,565 Cr2,289,780
↑ 125,047
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,792 Cr10,062,064

5. DSP BlackRock TOP 100 Equity

The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India.

DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 60 in Large Cap category.  Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (10 Jan 25) ₹442.552 ↓ -4.35   (-0.97 %)
Net Assets (Cr) ₹4,530 on 30 Nov 24
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.76
Information Ratio 0.44
Alpha Ratio 6.31
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,749
31 Dec 21₹12,848
31 Dec 22₹13,033
31 Dec 23₹16,502
31 Dec 24₹19,884

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -4.6%
3 Month -5.8%
6 Month -0.7%
1 Year 18.5%
3 Year 14.1%
5 Year 14.2%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.5%
2022 26.6%
2021 1.4%
2020 19.5%
2019 7.5%
2018 14.8%
2017 -2.7%
2016 26.5%
2015 4.9%
2014 -2.3%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Abhishek Singh1 Jun 222.59 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services44.39%
Consumer Cyclical13.58%
Health Care9.24%
Technology7.27%
Consumer Defensive5.56%
Utility3.03%
Basic Materials2.68%
Energy2.07%
Communication Services1.09%
Industrials0.6%
Asset Allocation
Asset ClassValue
Cash10.44%
Equity89.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
10%₹442 Cr3,399,505
↑ 89,060
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹439 Cr2,446,354
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
6%₹256 Cr863,416
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹252 Cr5,282,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | BAJFINANCE
5%₹226 Cr343,431
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | AXISBANK
4%₹201 Cr1,770,802
State Bank of India (Financial Services)
Equity, Since 30 Nov 22 | SBIN
4%₹199 Cr2,369,151
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹164 Cr1,142,741
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
3%₹157 Cr889,249
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 19 | HCLTECH
3%₹139 Cr754,575

6. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 38 in Large Cap category.  Return for 2024 was 20.1% , 2023 was 24.8% and 2022 was 4.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (10 Jan 25) ₹211.766 ↓ -1.57   (-0.74 %)
Net Assets (Cr) ₹2,403 on 30 Nov 24
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.71
Information Ratio 0.91
Alpha Ratio 5.46
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,684
31 Dec 21₹14,264
31 Dec 22₹14,864
31 Dec 23₹18,551
31 Dec 24₹22,281

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -5.6%
3 Month -7.8%
6 Month -4.8%
1 Year 17%
3 Year 13.8%
5 Year 16.5%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 24.8%
2021 4.2%
2020 22.1%
2019 16.8%
2018 17.2%
2017 -4%
2016 37%
2015 -5.5%
2014 5.6%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 222.55 Yr.
Kushant Arora21 Oct 240.2 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services24.59%
Consumer Cyclical12.81%
Technology10.65%
Energy8.38%
Consumer Defensive8.09%
Industrials7.04%
Health Care5.44%
Basic Materials4.7%
Utility4.5%
Communication Services2.44%
Asset Allocation
Asset ClassValue
Cash6.59%
Equity92.93%
Debt0.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹175 Cr972,000
↑ 18,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹166 Cr1,278,000
↑ 18,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
5%₹126 Cr972,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹101 Cr270,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹92 Cr215,239
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹75 Cr1,575,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹69 Cr369,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 21 | TRENT
3%₹64 Cr93,600
NTPC Ltd (Utilities)
Equity, Since 31 May 22 | NTPC
3%₹62 Cr1,710,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
2%₹59 Cr360,000

7. L&T India Large Cap Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.

L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 56 in Large Cap category. .

Below is the key information for L&T India Large Cap Fund

L&T India Large Cap Fund
Growth
Launch Date 23 Oct 07
NAV (25 Nov 22) ₹42.242 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹758 on 31 Oct 22
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.1
Information Ratio -1.05
Alpha Ratio -2.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,306
31 Dec 21₹14,076

L&T India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 2.1%
3 Month 4.4%
6 Month 16.7%
1 Year 2.9%
3 Year 13.6%
5 Year 10.5%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. Aditya Birla Sun Life Frontline Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

Aditya Birla Sun Life Frontline Equity Fund is a Equity - Large Cap fund was launched on 30 Aug 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 14 in Large Cap category.  Return for 2024 was 15.6% , 2023 was 23.1% and 2022 was 3.5% .

Below is the key information for Aditya Birla Sun Life Frontline Equity Fund

Aditya Birla Sun Life Frontline Equity Fund
Growth
Launch Date 30 Aug 02
NAV (10 Jan 25) ₹492.76 ↓ -4.13   (-0.83 %)
Net Assets (Cr) ₹29,323 on 30 Nov 24
Category Equity - Large Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 1.4
Information Ratio 0.28
Alpha Ratio 1.4
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,422
31 Dec 21₹14,609
31 Dec 22₹15,126
31 Dec 23₹18,616
31 Dec 24₹21,514

Aditya Birla Sun Life Frontline Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Frontline Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -4.4%
3 Month -6.3%
6 Month -2.7%
1 Year 14.7%
3 Year 12.7%
5 Year 16.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.6%
2022 23.1%
2021 3.5%
2020 27.9%
2019 14.2%
2018 7.6%
2017 -2.9%
2016 30.6%
2015 7.4%
2014 1.1%
Fund Manager information for Aditya Birla Sun Life Frontline Equity Fund
NameSinceTenure
Mahesh Patil17 Nov 0519.14 Yr.
Dhaval Joshi21 Nov 222.11 Yr.

Data below for Aditya Birla Sun Life Frontline Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services31.02%
Consumer Cyclical12.97%
Technology9.8%
Industrials9.36%
Consumer Defensive7.22%
Health Care6.14%
Energy5.87%
Basic Materials5.11%
Communication Services4.64%
Utility2.67%
Real Estate1.81%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity97.08%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 07 | HDFCBANK
8%₹2,279 Cr12,689,852
↓ -1,050,771
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,259 Cr17,378,292
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,864 Cr10,033,663
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 08 | LT
5%₹1,452 Cr3,898,215
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 05 | RELIANCE
5%₹1,394 Cr10,787,510
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹1,035 Cr6,360,389
↓ -250,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹920 Cr3,103,365
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | AXISBANK
3%₹880 Cr7,747,062
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
3%₹785 Cr16,471,144
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
3%₹781 Cr21,468,779

9. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 66 in Large Cap category.  Return for 2024 was 14.6% , 2023 was 25.7% and 2022 was 3.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (10 Jan 25) ₹79.6 ↓ -0.70   (-0.87 %)
Net Assets (Cr) ₹1,100 on 30 Nov 24
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 1.3
Information Ratio 0.44
Alpha Ratio 0.1
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,729
31 Dec 21₹14,472
31 Dec 22₹14,960
31 Dec 23₹18,808
31 Dec 24₹21,559

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -5.1%
3 Month -7.3%
6 Month -4.2%
1 Year 12.8%
3 Year 12.3%
5 Year 15.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.6%
2022 25.7%
2021 3.4%
2020 23.4%
2019 17.3%
2018 11.5%
2017 1.7%
2016 33.8%
2015 0.4%
2014 0.8%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 177.67 Yr.
Bharat Lahoti1 Oct 213.25 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services32.8%
Technology11.14%
Health Care10.58%
Consumer Cyclical10.29%
Consumer Defensive7.93%
Industrials7.77%
Energy6.42%
Basic Materials4.39%
Communication Services3.21%
Utility2.79%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
8%₹86 Cr661,958
↑ 42,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
7%₹78 Cr431,746
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹45 Cr121,338
↑ 11,045
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
4%₹43 Cr336,114
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹38 Cr206,849
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
3%₹37 Cr766,588
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹36 Cr84,777
↑ 21,322
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹31 Cr275,637
↑ 88,439
NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | NTPC
3%₹31 Cr845,075
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 21 | BAJFINANCE
3%₹31 Cr46,418
↑ 17,327

10. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 39 in Large Cap category.  Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (10 Jan 25) ₹65.8 ↓ -0.62   (-0.93 %)
Net Assets (Cr) ₹1,317 on 30 Nov 24
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 1.73
Information Ratio 0.26
Alpha Ratio 5.87
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,405
31 Dec 21₹15,115
31 Dec 22₹14,664
31 Dec 23₹18,739
31 Dec 24₹22,486

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -6%
3 Month -6%
6 Month -2.1%
1 Year 17.3%
3 Year 12.2%
5 Year 16.9%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 27.8%
2021 -3%
2020 32.5%
2019 14.1%
2018 10.5%
2017 -0.4%
2016 28.3%
2015 2.8%
2014 4.6%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.33 Yr.
Hiten Jain1 Dec 231.09 Yr.

Data below for Invesco India Largecap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services30.33%
Consumer Cyclical15.57%
Technology12.9%
Industrials12.13%
Consumer Defensive8.77%
Health Care6.29%
Energy5.92%
Communication Services2.86%
Basic Materials1.75%
Utility0.79%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹118 Cr657,376
↑ 33,660
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹105 Cr809,462
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹65 Cr349,212
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS
4%₹53 Cr124,242
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹52 Cr406,047
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
4%₹50 Cr441,645
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | TATACONSUM
3%₹39 Cr407,898
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹38 Cr231,311
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
3%₹37 Cr114,075
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | UNITDSPR
3%₹36 Cr237,920

11. IDFC Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 57 in Large Cap category.  Return for 2024 was 18.7% , 2023 was 26.8% and 2022 was -2.3% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (10 Jan 25) ₹72.217 ↓ -0.69   (-0.94 %)
Net Assets (Cr) ₹1,760 on 30 Nov 24
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.56
Information Ratio -0.18
Alpha Ratio 4.09
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,741
31 Dec 21₹14,882
31 Dec 22₹14,537
31 Dec 23₹18,429
31 Dec 24₹21,876

IDFC Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for IDFC Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -4.8%
3 Month -6.4%
6 Month -2.6%
1 Year 16.1%
3 Year 12.1%
5 Year 16.4%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 26.8%
2021 -2.3%
2020 26.8%
2019 17.4%
2018 10.6%
2017 -4.2%
2016 34.2%
2015 5.3%
2014 -5.7%
Fund Manager information for IDFC Large Cap Fund
NameSinceTenure
Manish Gunwani2 Dec 240.08 Yr.
Prateek Poddar2 Dec 240.08 Yr.
Ritika Behera7 Oct 231.24 Yr.
Gaurav Satra7 Jun 240.57 Yr.

Data below for IDFC Large Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services26.3%
Technology14.65%
Consumer Cyclical13.16%
Consumer Defensive12.22%
Energy6.97%
Health Care6.21%
Industrials5.57%
Basic Materials4.66%
Communication Services2.95%
Utility1.53%
Real Estate0.68%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹162 Cr903,785
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
7%₹123 Cr949,386
Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY
7%₹119 Cr639,789
↑ 19,229
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹116 Cr892,343
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
6%₹97 Cr227,357
↑ 8,506
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹53 Cr179,331
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
3%₹52 Cr318,963
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | MANKIND
3%₹51 Cr198,575
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Apr 23 | GRASIM
3%₹50 Cr191,812
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 22 | ITC
2%₹43 Cr896,972
↑ 57,396

Why to Invest in Best Large Cap Mutual Funds

1. Stable Investment

Large companies are well-established which means that they have more consistent Income. The large cap fund invests in companies that are large, have been around for many years, have a stable workforce and an establish product/service that generates revenue. That is why one of the greatest benefits of large cap stocks is the stability they provide.This reflects in the Portfolio of the large cap mutual fund and in its NAV too.

2. Steady Returns

In long-term, though large-cap funds have lower returns than mid- and small-cap funds, the returns in large cap are more steady. The Volatility in mid-caps is much higher and one sees more periods of losses in mid caps than large caps. As an investor if one wants to invest in equities, then investing in large cap mutual funds could be a starting point.

3. Less Volatile

Large cap funds are less volatile than mid- and small-cap funds. This has also been proven with historical data too. The image below has an analysis of Large Cap's average annual returns of last 15 years. This is done by using BSE Sensex as a proxy for large-cap and BSE mid-cap for mid-caps.

Large-cap-Vs-Mid-cap

4. Moderately High-Risk

As the investments are made in large companies, these funds tend to have low-risk compared to mid- and small-cap funds. But, equities can lead to losses in the short run. Therefore, one should be prepared to see losses and not lose sleep over the same. If one does have a long holding period (at least more than 5 years) and follows certain basics of investing, then one can make good amount of profits.

How to Invest in Best Large Cap Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

Get Started

Conclusion

Since large cap funds invest in companies with big market capitalization, these firms have the size and scale to survive the bad markets and economic cycles. Therefore, investment in large caps is considered to be the safest of all equity mutual fund categories. However, one should always remember that the Underlying investment is equity and there are risks to it. While risks of large caps are relatively lower, the returns would also be steady and not exceptional returns during bull market phases. Investors who prefer moderate yet sustained returns with a certain degree of risk; can invest in the best large cap funds!

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Surya Teja Divvela , posted on 17 Jan 20 11:39 PM

Superb. Gave very depth information.

Shailendra sahu, posted on 25 Jun 19 7:51 PM

Very good and give us about best largecap fund somtimes

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