Best Large Cap Mutual Funds

Large cap funds invest in the top 100 companies according to market capitalization (usually companies with more than 20000 crore market cap). Investment in Equity & Equity-related instruments of Large-Cap companies is a minimum 80% of total assets. These companies have many years of financial track record with consistent performance across market cycles. Though large cap funds may not give very high returns, returns from such funds are less volatile than small and mid-cap funds. Thus, Large Cap Mutual Funds are often touted as a good option for a first-time investors, as well as investors with lower risk appetite. who want to earn returns without being exposed to severe market fluctuations.

Fund Name

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
41.21 23,585
10.8
20 Jan' 06
12.56
10.32
9.72
10.73
16.67
12.86
12.65
12.50
Very Good
Not Good
43.54 23,019
13.8
23 May' 08
10.42
11.4
9.15
10.49
17.77
15.18
15.56
15.35
Somewhat Good
Very Good
229.00 20,692
20
30 Aug' 02
10.03
8.63
8.45
10.02
17.17
14.23
15.65
17.24
Somewhat Good
Somewhat Good
229.00 20,692
20.1
23 Sep' 02
10.03
8.63
8.45
10.02
17.17
14.23
15.65
17.16
Somewhat Good
Somewhat Good
496.34 18,507
18.4
03 Sep' 96
8.58
11.09
7.61
8.76
17.32
13.88
15.02
20.26
Risky
Somewhat Good
53.21 15,897
15.5
04 Apr' 08
13.31
13.94
11.71
12.92
21.83
17.88
18.40
17.92
Somewhat Good
Very Good
34.88 13,091
10.8
08 Aug' 07
6.9
11.91
8.89
10.61
16.88
13.55
14.05
13.21
Risky
Somewhat Good
31.57 8,749
12.4
05 Jan' 10
24.31
17.08
11
11.05
12.67
13.68
13.98
11.74
Very Good
Somewhat Good
460.11 6,670
15.9
01 Dec' 93
4.48
6.93
6.41
8.09
15.08
12.39
13.60
18.05
Somewhat Good
Not Good
125.64 6,174
12.7
03 Aug' 05
10.27
10.93
7.81
8.91
14.77
11.68
11.92
11.84
Very Good
Not Good
220.66 2,641
20.4
10 Mar' 03
18.06
8.99
7.66
8.25
13.75
11.51
13.28
14.78
Somewhat Good
Not Good
67.60 2,556
8.08
01 Apr' 95
5.05
7.82
5.07
5.41
11.35
6.60
7.13
10.49
Very Good
Not Good
10.00 1,793
0.87
10 Jan' 18
1.3
0
0
0
2.73
0.00
0.00
0.00
NA
NA
245.99 1,444
19.8
05 Feb' 03
15.14
11.22
8.74
8.88
14.37
11.29
12.64
14.07
Somewhat Good
Not Good
10.33 1,168
1.6
15 Jun' 17
1.57
0
0
0
0.71
0.00
0.00
0.00
NA
NA
228.87 815
15.7
07 May' 98
14.46
10.39
8.18
8.35
15.04
11.88
13.08
17.82
Somewhat Good
Not Good
96.27 788
16.2
23 Sep' 04
21.55
11.81
9.25
11.11
15.34
11.73
12.72
12.68
Very Good
Not Good
10.11 733
0.73
17 Jul' 17
2.43
0
0
0
1.03
0.00
0.00
0.00
NA
NA
221.91 661
20.1
10 Dec' 02
13.96
11.65
8.42
7.66
12.48
9.70
10.74
12.69
Somewhat Good
Not Good
11.17 644
5.41
11 Aug' 17
4.74
0
0
0
2.78
0.00
0.00
0.00
NA
NA
*Based on the Fund’s Ranking within its Category
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FAQs

  • What are large cap funds?
  • Large cap funds invest in the top 100 companies according to market capitalization (usually companies with more than 20000 crore market cap). Investment in Equity & Equity-related instruments of Large-Cap companies is a minimum 80% of total assets. These companies have many years of financial track record with consistent performance across market cycles. Though large cap funds may not give very high returns, returns from such funds are less volatile than small and mid-cap funds. Thus, Large Cap Mutual Funds are often touted as a good option for a first-time investors, as well as investors with lower risk appetite. who want to earn returns without being exposed to severe market fluctuations.
  • Who should invest in Large cap funds and for how long?
  • Best investments are always made keeping in mind an individual’s risk profile, investment horizon and linked to their investment goals. Investing in Large Cap Mutual Funds should be no different. Also, like any equity investment, time horizon for investing in large cap funds should be 7-10 years.
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