Get a free quote
Scan the QR Code to download the ET Money app
- To scan the QR code you can use a QR code scanner app or your smartphone camera using Google lens.
- After downloading the app, explore our products to help you live your choices.
Mutual Funds
Genius
Insurance
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Large Cap Mutual Funds
- Average Return 21.09%
- No of Funds 26
What is Large Cap Mutual Fund
Large cap mutual funds are equity funds that invest primarily in the top 100 companies of India. These companies are some of the biggest brands in our country, and most Indians use their products daily.
Advantages of Large Cap Funds
- Invest and get exposure to companies which are household names
- Customer loyalty and sustainable business means these companies generate profit consistently
- Ideal for goals which are at least 5 years away
Top schemes of Large Cap Mutual Funds sorted by last 5 year returns
26 funds
ShowReturns for
via
#13 of 24
Fund Size
₹15,583 Crs
Return (p.a)
+ 20.82% + 67.72% + 16.47% + 137.22% + 12.53% + 12.53% + 23.81% + 41.24% + 6.94% + 6.94% + 21.99% + 23.71% + 15.29% + 15.29% + 2.36% + 2.36%
ETM Rank
#13 of 24
#1 of 24
Fund Size
₹40,286 Crs
Return (p.a)
+ 18.20% + 57.31% + 15.26% + 122.11% + 10.13% + 10.13% + 18.17% + 30.56% + 6.36% + 6.36% + 15.95% + 16.97% + 11.75% + 11.75% + 2.35% + 2.35%
ETM Rank
#1 of 24
#15 of 24
Fund Size
₹25,776 Crs
Return (p.a)
+ 17.98% + 56.53% + 14.47% + 112.99% + 9.75% + 9.75% + 19.63% + 33.32% + 5.77% + 5.77% + 17.70% + 18.94% + 12.13% + 12.13% + 1.95% + 1.95%
ETM Rank
#15 of 24
#4 of 24
Fund Size
₹531 Crs
Return (p.a)
+ 17.55% + 54.89% + 14.94% + 118.45% + 9.09% + 9.09% + 16.76% + 28.04% + 4.80% + 4.80% + 15.42% + 16.44% + 11.50% + 11.50% + 0.87% + 0.87%
ETM Rank
#4 of 24
#9 of 24
Fund Size
₹39,301 Crs
Return (p.a)
+ 17.26% + 53.78% + 14.78% + 116.54% + 8.05% + 8.05% + 16.19% + 27.01% + 3.48% + 3.48% + 13.98% + 14.86% + 10.02% + 10.02% -0.06% -0.06%
ETM Rank
#9 of 24
#3 of 24
Fund Size
₹6,325 Crs
Return (p.a)
+ 17.10% + 53.20% + 14.75% + 116.18% + 8.21% + 8.21% + 15.06% + 24.99% + 4.60% + 4.60% + 12.52% + 13.28% + 9.42% + 9.42% + 1.05% + 1.05%
ETM Rank
#3 of 24
Fund Size
₹10,202 Crs
Return (p.a)
+ 17.09% + 53.16% + 15.44% + 124.36% + 7.76% + 7.76% + 14.08% + 23.25% + 3.67% + 3.67% + 11.84% + 12.54% + 9.16% + 9.16% + 0.15% + 0.15%
ETM Rank
#2 of 24
Fund Size
₹1,517 Crs
Return (p.a)
+ 16.80% + 52.09% + 14.64% + 114.97% + 8.93% + 8.93% + 15.34% + 25.49% + 5.28% + 5.28% + 13.70% + 14.56% + 10.19% + 10.19% + 1.56% + 1.56%
ETM Rank
#6 of 24
#12 of 24
Fund Size
₹806 Crs
Return (p.a)
+ 16.62% + 51.41% + 14.57% + 114.15% + 10.81% + 10.81% + 15.79% + 26.30% + 5.46% + 5.46% + 13.29% + 14.12% + 11.72% + 11.72% + 0.56% + 0.56%
ETM Rank
#12 of 24
#10 of 24
Fund Size
₹1,613 Crs
Return (p.a)
+ 16.57% + 51.22% + 13.74% + 104.81% + 8.87% + 8.87% + 16.10% + 26.84% + 4.81% + 4.81% + 13.15% + 13.96% + 10.12% + 10.12% + 1.49% + 1.49%
ETM Rank
#10 of 24
Fund Size
₹23,758 Crs
Return (p.a)
+ 16.36% + 50.46% + 13.85% + 106.09% + 9.10% + 9.10% + 15.63% + 26.01% + 5.04% + 5.04% + 13.02% + 13.82% + 10.01% + 10.01% + 1.09% + 1.09%
ETM Rank
#11 of 24
#7 of 24
Fund Size
₹35,880 Crs
Return (p.a)
+ 15.81% + 48.42% + 15.38% + 123.63% + 8.47% + 8.47% + 13.95% + 23.01% + 4.96% + 4.96% + 11.35% + 12.01% + 9.00% + 9.00% + 1.77% + 1.77%
ETM Rank
#7 of 24
#16 of 24
Fund Size
₹1,168 Crs
Return (p.a)
+ 15.41% + 46.97% + 13.17% + 98.68% + 8.82% + 8.82% + 13.82% + 22.78% + 3.87% + 3.87% + 11.82% + 12.52% + 9.79% + 9.79% -0.02% -0.02%
ETM Rank
#16 of 24
#8 of 24
Fund Size
₹11,507 Crs
Return (p.a)
+ 15.38% + 46.87% + 13.59% + 103.19% + 7.99% + 7.99% + 12.90% + 21.17% + 4.50% + 4.50% + 9.57% + 10.10% + 8.06% + 8.06% + 1.17% + 1.17%
ETM Rank
#8 of 24
#14 of 24
Fund Size
₹49 Crs
Return (p.a)
+ 15.32% + 46.65% + 12.67% + 93.45% + 9.47% + 9.47% + 15.10% + 25.06% + 6.01% + 6.01% + 14.21% + 15.12% + 10.82% + 10.82% + 1.55% + 1.55%
ETM Rank
#14 of 24
Show all funds
Large Cap Funds Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 20.82% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum Calculator How Large Cap Mutual Funds Work?
Large Cap funds are the funds that invest primarily in the top 100 companies in India as defined by their market capitalization. These companies are some of the biggest brands in India, like Reliance, Britannia ITC, HUL, and more. They are known to have a high reputation in the market. As per regulation, large-cap funds need to invest at least 80% of their assets in these 100 companies.
With Large Cap funds, you can be assured that you are investing in companies that have an excellent track record of performing well in the medium to long term horizon. Due to this, large-cap funds are not as volatile as mid-cap and small-cap funds.
Who Should Invest in Large Cap Funds
- Investors Who Want To Own India's Top Companies
Large Cap companies are proven market leaders with successful business models. These are typically reputable, trustworthy, and well established companies in the market. So when you invest in a Large Cap Fund, you become a part-owner in several top companies in India. - Investors Looking For Relatively Less Volatile Returns
Large cap Funds invest in well-established and frontline companies across different sectors.These companies have robust and resilient business models, considerable market share, solid supply chains, etc. So the large cap companies are better placed to withstand market corrections and challenging economic conditions as compared to mid cap or small cap companies.
Thus, Large Cap Funds are suitable for you if you want to profit from the growth in equity, but don't want to witness too much volatility. - Investors Who Want A Solid Core PortfolioYou can have Large Cap Funds as the core part of your portfolio. While these funds will offer slightly less returns than smaller companies during market rallies, they can still offer double-digit returns with relatively less fluctuations.
Taxation on Large Cap Funds:
Large Cap funds receive the same tax treatment as other equity assets. Capital gains earned on the holding period of less than a year are classified as short-term capital gains (STCG). These attract 15% tax.
On the other hand, gains made on investments held for more than a year are tagged as long-term capital gains (LTCG). According to the prevailing tax rate, there is no tax on LTCG till ? 1 lakh in a financial year. The amount exceeding this limit is taxed at 10% without indexation advantage.
How to invest in Large Cap Funds?
It is quite easy to invest in Large Cap mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Large Cap fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Large Cap Mutual Funds to invest in 2023?
These are top 5 Large Cap funds you can invest in 2023
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| Nippon India Large Cap Fund | Equity | # 2 of 28 | 14.93 % p.a. | |
| ICICI Prudential Bluechip Fund | Equity | # 1 of 28 | 13.91 % p.a. | |
| HDFC Top 100 Fund | Equity | # 3 of 28 | 13.27 % p.a. | |
| Edelweiss Large Cap Fund | Equity | # 6 of 28 | 13.22 % p.a. | |
| SBI Bluechip Fund | Equity | # 4 of 28 | 13.37 % p.a. |
How long should I stay invested in Large Cap Mutual Funds?
Since Large Cap Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Large Cap Mutual Funds invest?
Large cap Mutual Funds by regulation have to invest at least 80% of their money in stocks of top 100 companies in India as defined by their market capitalisation. Some funds of this category also allocate a small amount to mid caps with an aim to generate higher returns.
Are Large Cap Mutual Funds high risk?
Large Cap Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Large Cap ?
Large Cap Funds have on an average delivered 12.58% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 21.09% and 15.31% p.a.
Should i invest in Large Cap Mutual Funds?
Large Cap Funds give you access to the best companies in India. These companies are household names and are an integral part of the life of most Indians. Their size also means they are able to navigate tough market conditions with relative ease. All this means these companies and, in extension, Large Cap Funds tend to deliver consistent returns with low volatility. For this reason, Large Cap Funds should be part of your portfolio.
