Best Large Cap Funds

Large-cap funds invest a more significant portion of their assets in companies with a high market capitalization. Different standards may apply to large-cap enterprises. Large funds are known for their long-term consistent returns.

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This article explores different large-cap funds that have given good returns over the years.

Best Large-cap Funds

  1. Axis Blue-chip Fund 

    • Investment Objective – The scheme aims to achieve capital growth in the long term by investing in a mixed portfolio primarily consisting of large-cap stocks and equity-related products.

    • Inception Date - January 5, 2010

    • Expense Ratio – 0.47%

    • Assets Under Management (AUM) – Rs. 33,519 cr.

    • Returns Since Inception – 13.60%

    • Benchmark - S&P BSE 100 TRI Index 

    • NAV as of December 22, 2021 – Rs. 50.37

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - Bajaj Finance Ltd, Infosys Ltd, ICICI Bank Ltd, HDFC Bank Ltd, and Avenue Supermarts Ltd. 

  2. BNP Paribas Large Cap Fund

    • Investment Objective - The Scheme invests primarily in high market capitalization companies to produce long-term capital growth from an actively managed portfolio of equities and equity-related instruments spread across the market.

    • Inception Date - September 23, 2004

    • Expense Ratio – 1.01%

    • Assets Under Management (AUM) – Rs. 1,214 cr

    • Returns Since Inception – 16.42%

    • Benchmark - Nifty 100 TRI Index 

    • NAV as of December 22, 2021 – Rs. 150.51

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - ICICI Bank Ltd, HDFC Bank Ltd, Infosys Ltd, Reliance Industries Ltd, and Housing Development Finance Corpn Ltd.

  3. Canara Robeco Bluechip Equity Fund

    • Investment Objective - The fund's investment objective is to offer capital appreciation by investing primarily in companies with significant market capitalization. However, there is no guarantee that the scheme's investment goal will be met.

    • Inception Date - August 20, 2010

    • Expense Ratio – 0.36%

    • Assets Under Management (AUM) – Rs. 5208 cr

    • Returns Since Inception – 13.28%

    • Benchmark - The S&P BSE 100 Index 

    • NAV as of December 22, 2021 – Rs. 44.9

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - Infosys Ltd, ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd, and Tata Consultancy Services Ltd.

  4. HDFC Index Sensex Fund 

    • Investment Objective – Subject to monitoring faults, the programme aspires to deliver returns that are comparable to the performance of the S&P BSE Sensex.

    • Inception Date - July 17, 2002

    • Expense Ratio – 0.2%

    • Assets Under Management (AUM) – Rs. 2,749 cr

    • Returns Since Inception – 15.36%

    • Benchmark - The S&P BSE TRI-Sensex Index 

    • NAV as of December 22, 2021 – Rs. 520.05

    • Level of Risk – Very High

    • Top Holdings of the Fund - Reliance Industries Ltd, HDFC Bank Ltd, Infosys Ltd, ICICI Bank Ltd, and Housing Development Finance Corpn Ltd.

  5. IDFC Large Cap Fund

    • Investment Objective – The scheme aims to achieve capital growth by investing primarily in large-cap stocks.

    • Inception Date - June 9, 2006

    • Expense Ratio – 1.09%

    • Assets Under Management (AUM) – Rs. 950 cr

    • 1-year Returns – 33.56%

    • Benchmark - The S&P BSE 100 TRI Index

    • NAV as of December 22, 2021 – Rs. 54.21

    • Risk Involved – Very High

    • Top 5 Holding of the Fund - ICICI Bank Ltd, HDFC Bank Ltd, State Bank of India, Infosys Ltd, and Reliance Industries Ltd. 

  6. Mirae Asset Large Cap Fund 

    • Investment Objective – The scheme intends to optimize long-term capital appreciation by investing in equities and equity-related assets to take advantage of investment possibilities arising from India's economic growth and structural transformations.

    • Inception Date - April 4, 2008

    • Expense Ratio – 0.53%

    • Assets Under Management (AUM) – Rs. 29,961 cr

    • Returns Since Inception – 16.13%

    • Benchmark - The Nifty 100 TRI Index 

    • NAV as of December 22, 2021 – Rs. 83.78

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - Infosys Ltd, HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, and State Bank of India

  7. UTI Mastershare Fund 

    • Investment Objective – The Scheme invests primarily in a diverse portfolio of equities and equity-related instruments to achieve long-term capital appreciation. It also invests in debt, money market securities, and gold exchange-traded funds (ETFs) to provide consistent income. The portfolio allocation is dynamically controlled.

    • Inception Date – October 15, 1986

    • Expense Ratio – 1.03%

    • Assets Under Management (AUM) – Rs. 9356 cr

    • 1-year Returns – 36.4%

    • Benchmark - The S&P BSE 100 TRI Index 

    • NAV as of December 22, 2021 – Rs. 205.39

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - Infosys Ltd, ICICI Bank Ltd, HDFC Bank Ltd, Bharti Airtel Ltd, and Reliance Industries Ltd. 

  8. Tata Index Sensex Fund

    • Investment Objective - The scheme intends to generate medium to long-term financial gains by investing in equity shares of only those firms that are included in the BSE Sensex and are in the same proportion as the index, regardless of their investment value.

    • Inception Date - February 25, 2003

    • Expense Ratio – 0.29%

    • Assets Under Management (AUM) – Rs. 105 cr

    • Returns Since Inception – 12.92%

    • Benchmark - The S&P BSE TRI- Sensex Index 

    • NAV as of December 22, 2021 – Rs. 146.18

    • Level of Risk – Very High

    • Top 5 Holdings of the Fund - Reliance Industries Ltd, HDFC Bank Ltd, Infosys Ltd, ICICI Bank Ltd, and Housing Development Finance Corpn Ltd. 

FAQ's

  • Q1. Which are the best large-cap funds?

  • Q2. What kind of returns can I expect from large-capitalization stocks?

    Ans: In the last year, large-cap funds have returned an average of 28.17%. Their three-year and five-year returns are 17.5 and 17.14%, respectively.
  • Q3. Which funds are a better investment option – small-cap or large-cap funds?

    Ans: Small-cap funds have a stronger growth potential than large-cap funds but carry high risk. Therefore, you should invest in small-cap funds only if you are willing to take the risks involved. 
    Large-cap funds are beneficial if you have a long term investment goal. Choose a fund whose investment goal aligns with yours and always consult a financial advisor before stepping into the investment market.
  • Q4. Who manages the large-cap equity funds?

    Ans: Large Cap funds are managed by professional fund managers, much like all other mutual fund schemes.
  • Q5. Why should I consider Large Cap Funds as a potential investment?

    Ans: Large Cap Funds have lower volatility, are usually less affected by economic cycles. Therefore, they are more stable, provide regular dividends, and attempt to deliver continuous capital appreciation are all advantages of investing in large corporations.
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