What are the top performing Large Cap funds?

Based on 1-year returns, the top performing Large Cap funds are DSP BSE Sensex Next 30 Index Fund - Direct Plan with 11.36% return, ICICI Prudential BHARAT 22 FOF - Direct Plan with 8.96% return, and Quant Focused Fund - Direct Plan with 7.47% return. The category average 1-year return is -1.32%.

Which Large Cap funds have given the best returns over 3 years?

Over a 3-year period, the best performing Large Cap funds are DSP BSE Sensex Next 30 Index Fund - Direct Plan with a 23.16% CAGR, ICICI Prudential BHARAT 22 FOF - Direct Plan with 18.98% CAGR, and Quant Focused Fund - Direct Plan with 18.93% CAGR. The category average 3-year return stands at 12.58% CAGR.

Which Large Cap funds have given the best returns over 5 years?

Over a 5-year period, the top Large Cap funds are DSP BSE Sensex Next 30 Index Fund - Direct Plan with a 24.70% CAGR, ICICI Prudential BHARAT 22 FOF - Direct Plan with 15.70% CAGR, and Quant Focused Fund - Direct Plan with 14.03% CAGR. The category average 5-year return is 11.23% CAGR.

Which are the best Large Cap funds for SIP investment?

Based on average 5-year rolling returns, the best Large Cap funds for SIP are DSP Nifty 50 Equal Weight Index Fund - Direct Plan with 5-year average rolling return of 18.32%, Quant Focused Fund - Direct Plan with 17.93%, and Nippon India Large Cap Fund - Direct Plan with 16.23%. You can start a SIP in Large Cap funds with as little as ₹99 per month.

What are the largest Large Cap mutual funds by assets?

The largest Large Cap funds by Assets Under Management (AUM) are ICICI Prudential Large Cap Fund - Direct Plan with ₹ 75,650.40 crore, SBI Large Cap Fund - Direct Plan with ₹ 53,468.30 crore, and Nippon India Large Cap Fund - Direct Plan with ₹ 51,690.30 crore. Together, there are 123 Large Cap funds available in India.

What is the minimum amount to invest in Large Cap funds?

You can start investing in Large Cap funds with a minimum SIP of ₹99 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Large Cap fund returns taxed?

Gains from Large Cap funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Large Cap funds have the lowest expense ratio?

Among Large Cap funds, Mirae Asset Diversified Equity Allocator Passive FoF - Direct Plan has the lowest expense ratio at 0.05% (Direct Plan), followed by Quantum Nifty 50 ETF FoF - Direct Plan at 0.06%. Lower expense ratios directly improve your net returns over the long term.

How many Large Cap mutual funds are available in India?

There are currently 123 Large Cap mutual funds available in India across different fund houses. You can compare all 123 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Large Cap

Large Cap Funds

Large-cap equity funds invest in large-cap companies. According to the SEBI, the top 100 companies by market cap are large-cap companies. They have a market cap higher than 20000 crores. These funds must invest a minimum of 80% of total funds in large-cap companies.

Total Schemes

123

No. of schemes

Total AUM

₹ 5.58Lakh Cr

As on latest

Category Return (5Y)

11.23 %

CAGR

Benchmark

10.29%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Large Cap	-1.48 %	-6.77 %	-1.32 %	12.58 %	11.23 %	12.53 %	-6.72 %
Benchmark	-1.89 %	-8.42 %	-2.69 %	11.01 %	10.29 %	12.75 %	-8.32 %

Top Large Cap Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
ICICI Prudential Large Cap Fund - Direct PlanNAV: ₹115.36	75,650.40 Cr	-3.13%	14.22%	13.59%	0.85%
SBI Large Cap Fund - Direct PlanNAV: ₹100.76	53,468.30 Cr	-0.23%	11.25%	11.54%	0.79%
Nippon India Large Cap Fund - Direct PlanNAV: ₹97.19	51,690.30 Cr	-1.97%	14.56%	15.70%	0.68%
Mirae Asset Large Cap Fund - Direct PlanNAV: ₹121.31	38,239.20 Cr	-2.70%	10.49%	10.17%	0.57%
HDFC Large Cap Fund - Direct PlanNAV: ₹1,160.64	38,121.30 Cr	-4.08%	11.44%	12.19%	0.98%
Axis Large Cap Fund - Direct PlanNAV: ₹65.32	30,498.20 Cr	-4.56%	9.48%	7.65%	0.75%
Aditya Birla Sun Life Large Cap Fund - Direct PlanNAV: ₹551.10	28,969.90 Cr	-3.76%	11.82%	11.45%	0.95%
UTI Nifty 50 Index Fund - Direct PlanNAV: ₹163.71	27,848.70 Cr	-4.67%	9.12%	9.47%	0.29%
HDFC NIFTY 50 Index Fund - Direct PlanNAV: ₹227.64	23,339.60 Cr	-4.72%	9.07%	9.43%	0.26%
ICICI Prudential Nifty 50 Index Fund - Direct PlanNAV: ₹246.13	16,563.00 Cr	-4.69%	9.07%	9.44%	0.20%
Canara Robeco Large Cap Fund - Direct PlanNAV: ₹68.44	16,542.20 Cr	-4.55%	11.84%	11.05%	0.61%
SBI Nifty Index Fund - Direct PlanNAV: ₹217.57	13,367.60 Cr	-4.77%	9.08%	9.44%	0.19%
UTI Large Cap Fund - Direct PlanNAV: ₹280.64	12,052.60 Cr	-4.95%	9.54%	9.30%	1.19%
Kotak Large Cap Fund - Direct PlanNAV: ₹630.26	10,599.30 Cr	-2.43%	12.41%	11.68%	0.65%
ICICI Prudential Nifty Next 50 Index Fund - Direct PlanNAV: ₹64.96	8,900.27 Cr	5.32%	18.72%	13.58%	0.31%

About Large Cap Funds

What is it?

Objective

The objective of large-cap funds is to generate benchmark-beating returns by investing in large-cap companies.

Suitability and opinion

Large-cap mutual funds are suitable for conservative equity investors looking to preserve their wealth and have a steady growth. But as more than 80% of large-cap funds fail to beat the benchmark, finding out the best large-cap funds will be futile. We feel index funds and ETFs are better options if you want to invest in a portfolio of large-cap stocks.

Large Cap vs Other Categories

5Y CAGR Return Comparison

12.85%

12.07%

11.23%

11.11%

10.12%

Flexi Cap

Sectoral-Banking

Large Cap

Thematic-ESG

Thematic-MNC

Key Insights

Large Cap delivered 11.23% CAGR over the last 5 years.

It ranks #21 out of 24 categories based on 5Y performance.

Below the category average return of 15.13%.

20 categories outperform it, while 3 categories have lower returns.

Top performer: Thematic-PSU (24.47%).

Lowest performer: Sectoral-Technology (8.85%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

ICICI Prudential Large Cap Fund - Direct Plan

Fund Performance: ICICI Prudential Large Cap Fund - Direct Plan has given 14.22% annualized returns in the past three years and 13.59% in the last 5 years. The ICICI Prudential Large Cap Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 75,650.40Cr

1Y Returns

-3.13%

Expense Ratio

0.85%

SBI Large Cap Fund - Direct Plan

Fund Performance: SBI Large Cap Fund - Direct Plan has given 11.25% annualized returns in the past three years and 11.54% in the last 5 years. The SBI Large Cap Fund - Direct Plan comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Large Cap Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 53,468.30Cr

1Y Returns

-0.23%

Expense Ratio

0.79%

Nippon India Large Cap Fund - Direct Plan

Fund Performance: Nippon India Large Cap Fund - Direct Plan has given 14.56% annualized returns in the past three years and 15.70% in the last 5 years. The Nippon India Large Cap Fund - Direct Plan comes under the Equity category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 51,690.30Cr

1Y Returns

-1.97%

Expense Ratio

0.68%

Mirae Asset Large Cap Fund - Direct Plan

Fund Performance: Mirae Asset Large Cap Fund - Direct Plan has given 10.49% annualized returns in the past three years and 10.17% in the last 5 years. The Mirae Asset Large Cap Fund - Direct Plan comes under the Equity category of Mirae Asset Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Mirae Asset Large Cap Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 99.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 38,239.20Cr

1Y Returns

-2.70%

Expense Ratio

0.57%

HDFC Large Cap Fund - Direct Plan

Fund Performance: HDFC Large Cap Fund - Direct Plan has given 11.44% annualized returns in the past three years and 12.19% in the last 5 years. The HDFC Large Cap Fund - Direct Plan comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 38,121.30Cr

1Y Returns

-4.08%

Expense Ratio

0.98%

Axis Large Cap Fund - Direct Plan

Fund Performance: Axis Large Cap Fund - Direct Plan has given 9.48% annualized returns in the past three years and 7.65% in the last 5 years. The Axis Large Cap Fund - Direct Plan comes under the Equity category of Axis Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Axis Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 30,498.20Cr

1Y Returns

-4.56%

Expense Ratio

0.75%

Aditya Birla Sun Life Large Cap Fund - Direct Plan

Fund Performance: Aditya Birla Sun Life Large Cap Fund - Direct Plan has given 11.82% annualized returns in the past three years and 11.45% in the last 5 years. The Aditya Birla Sun Life Large Cap Fund - Direct Plan comes under the Equity category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 28,969.90Cr

1Y Returns

-3.76%

Expense Ratio

0.95%

UTI Nifty 50 Index Fund - Direct Plan

Fund Performance: UTI Nifty 50 Index Fund - Direct Plan has given 9.12% annualized returns in the past three years and 9.47% in the last 5 years. The UTI Nifty 50 Index Fund - Direct Plan comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Nifty 50 Index Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 27,848.70Cr

1Y Returns

-4.67%

Expense Ratio

0.29%

HDFC NIFTY 50 Index Fund - Direct Plan

Fund Performance: HDFC NIFTY 50 Index Fund - Direct Plan has given 9.07% annualized returns in the past three years and 9.43% in the last 5 years. The HDFC NIFTY 50 Index Fund - Direct Plan comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC NIFTY 50 Index Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 23,339.60Cr

1Y Returns

-4.72%

Expense Ratio

0.26%

ICICI Prudential Nifty 50 Index Fund - Direct Plan

Fund Performance: ICICI Prudential Nifty 50 Index Fund - Direct Plan has given 9.07% annualized returns in the past three years and 9.44% in the last 5 years. The ICICI Prudential Nifty 50 Index Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Nifty 50 Index Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 16,563.00Cr

1Y Returns

-4.69%

Expense Ratio

0.20%

Canara Robeco Large Cap Fund - Direct Plan

Fund Performance: Canara Robeco Large Cap Fund - Direct Plan has given 11.84% annualized returns in the past three years and 11.05% in the last 5 years. The Canara Robeco Large Cap Fund - Direct Plan comes under the Equity category of Canara Robeco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 16,542.20Cr

1Y Returns

-4.55%

Expense Ratio

0.61%

SBI Nifty Index Fund - Direct Plan

Fund Performance: SBI Nifty Index Fund - Direct Plan has given 9.08% annualized returns in the past three years and 9.44% in the last 5 years. The SBI Nifty Index Fund - Direct Plan comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Nifty Index Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 13,367.60Cr

1Y Returns

-4.77%

Expense Ratio

0.19%

UTI Large Cap Fund - Direct Plan

Fund Performance: UTI Large Cap Fund - Direct Plan has given 9.54% annualized returns in the past three years and 9.30% in the last 5 years. The UTI Large Cap Fund - Direct Plan comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 12,052.60Cr

1Y Returns

-4.95%

Expense Ratio

1.19%

Kotak Large Cap Fund - Direct Plan

Fund Performance: Kotak Large Cap Fund - Direct Plan has given 12.41% annualized returns in the past three years and 11.68% in the last 5 years. The Kotak Large Cap Fund - Direct Plan comes under the Equity category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Large Cap Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 10,599.30Cr

1Y Returns

-2.43%

Expense Ratio

0.65%

ICICI Prudential Nifty Next 50 Index Fund - Direct Plan

Fund Performance: ICICI Prudential Nifty Next 50 Index Fund - Direct Plan has given 18.72% annualized returns in the past three years and 13.58% in the last 5 years. The ICICI Prudential Nifty Next 50 Index Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Nifty Next 50 Index Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 8,900.27Cr

1Y Returns

5.32%

Expense Ratio

0.31%