SEBI sub-category

Large Cap Fund funds

Funds

Direct plans only

Category 1Y avg

+0.29%

Category 5Y CAGR

+11.71%

Direct vs Regular

Direct Regular

5-Year return distribution

How the 36 Large Cap Fund funds spread across return buckets. Taller bars = more funds in that band.

Risk vs Return — Large Cap Fund

Each dot is a fund. Up-and-left = high return for low risk (the sweet spot). Down-and-right = under-performing with high volatility. Colour = 5-year peer quartile.

Q1 (top 25%) Q2 Q3 Q4 (bottom 25%) 28 funds plotted

All Large Cap Fund funds

Sort by: 1Y 3Y 5Y 7Y 10Y

#	Scheme	NAV	1Y	3Y	5Y	7Y	10Y	Peer Q (5Y)	Sharpe	Max DD
1	Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option Nippon India	101.80	+0.37%	+13.50%	+16.14%	+15.84%	+15.02%	Q1	0.57	-15.4%
2	Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India	101.80	+0.37%	+13.50%	+16.14%	+15.84%	+15.02%	Q1	0.57	-15.4%
3	ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth ICICI Prudential	120.56	-0.62%	+13.04%	+14.00%	+15.44%	+14.11%	Q1	0.58	-15.4%
4	Invesco India Largecap Fund - Direct Plan - Growth Invesco	87.26	+4.10%	+14.68%	+13.78%	+15.86%	+14.24%	Q1	0.59	-18.2%
5	HDFC Large Cap Fund - Growth Option - Direct Plan HDFC	1,239.11	+0.26%	+11.35%	+13.32%	+13.33%	+13.10%	Q1	0.44	-16.4%
6	BANDHAN Large Cap Fund-Direct Plan-Growth Bandhan	90.91	+2.48%	+13.46%	+13.23%	+15.11%	+13.60%	Q1	0.55	-18.0%
7	JM Large Cap Fund (Direct) - Growth Option —	177.48	+0.85%	+12.33%	+12.57%	+14.00%	+11.93%	Q1	0.45	-19.8%
8	Edelweiss Large Cap Fund - Direct Plan-Growth option Edelweiss	97.06	+0.53%	+11.40%	+12.40%	+14.94%	+13.74%	Q2	0.44	-17.1%
9	Tata Large Cap Fund -Direct Plan Growth Option Tata	597.69	+3.34%	+12.25%	+12.34%	+13.96%	+12.91%	Q2	0.48	-15.9%
10	BANK OF INDIA Large Cap Fund Direct Plan Growth Bank of India	17.85	+5.62%	+14.50%	+12.22%	—	—	Q2	0.57	-20.8%
11	Kotak Large Cap Fund - Growth - Direct Kotak	662.43	+0.32%	+11.92%	+11.98%	+15.21%	+13.40%	Q2	0.46	-16.5%
12	SBI Large Cap FUND-DIRECT PLAN -GROWTH SBI	105.19	+1.88%	+10.55%	+11.82%	+14.24%	+12.75%	Q2	0.38	-15.4%
13	Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan Aditya Birla Sun Life	578.05	-1.48%	+11.09%	+11.76%	+13.76%	+12.41%	Q2	0.39	-16.7%
14	DSP Large Cap Fund - Direct Plan - Growth DSP	509.09	-2.54%	+13.04%	+11.61%	+13.40%	+11.73%	Q2	0.61	-13.3%
15	Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option Groww	52.13	+1.32%	+11.69%	+11.60%	+12.37%	+12.27%	Q3	0.41	-19.0%
16	CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco	72.24	-1.28%	+11.41%	+11.52%	+15.50%	+14.61%	Q3	0.44	-14.8%
17	HSBC Large Cap Fund - Direct Growth HSBC	531.53	+1.27%	+11.20%	+11.25%	+13.38%	+12.74%	Q3	0.39	-17.7%
18	Mahindra Manulife Large Cap Fund - Direct Plan -Growth Mahindra Manulife	25.44	-2.39%	+10.72%	+11.17%	+14.27%	—	Q3	0.37	-15.1%
19	Taurus Large Cap Fund - Direct Plan - Growth Taurus	171.59	+2.42%	+13.07%	+11.07%	+12.26%	+10.18%	Q3	0.56	-17.6%
20	ITI Large Cap Fund - Direct Plan - Growth Option ITI	19.39	-1.31%	+11.27%	+10.92%	—	—	Q3	0.39	-17.8%
21	Mirae Asset Large Cap Fund - Direct Plan - Growth Mirae Asset	128.47	+0.45%	+10.19%	+10.53%	+13.33%	+13.53%	Q3	0.34	-15.9%
22	Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth Sundaram	22.60	-1.12%	+8.88%	+10.48%	—	—	Q4	0.25	-15.3%
23	Union Largecap Fund - Direct Plan - Growth Option Union	24.86	-0.76%	+9.22%	+10.09%	+12.63%	—	Q4	0.26	-16.3%
24	Franklin India Large Cap Fund- Direct - Growth Franklin India	1,134.20	-0.22%	+10.97%	+9.79%	+13.27%	+11.16%	Q4	0.40	-16.3%
25	UTI Large Cap Fund - Direct Plan - Growth Option UTI	294.14	-2.10%	+8.93%	+9.64%	+13.14%	+12.01%	Q4	0.24	-15.9%
26	PGIM India Large Cap Fund - Direct Plan - Growth PGIM India	400.84	-0.79%	+8.59%	+9.06%	+11.91%	+11.31%	Q4	0.21	-17.0%
27	LIC MF Large Cap Fund-Direct Plan-Growth LIC	61.29	-4.74%	+8.44%	+8.95%	+11.90%	+11.12%	Q4	0.19	-18.2%
28	Axis Large Cap Fund - Direct Plan - Growth Axis	69.65	+0.19%	+9.60%	+8.43%	+12.08%	+12.89%	Q4	0.29	-15.5%
29	BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH Bajaj Finserv	10.39	+2.44%	—	—	—	—	—	—	—
30	BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option Baroda BNP Paribas	256.28	+0.02%	+12.81%	—	—	—	—	0.54	-18.2%
31	JioBlackRock Large Cap Fund - Direct Plan - Growth Option —	10.03	—	—	—	—	—	—	—	—
32	Motilal Oswal Large Cap Direct Plan Growth Motilal Oswal	14.20	-1.10%	—	—	—	—	—	—	—
33	Parag Parikh Large Cap Fund - Direct Plan - Growth Parag Parikh	9.69	—	—	—	—	—	—	—	—
34	quant Large Cap Fund - Growth Option - Direct Plan Quant	17.13	+8.30%	+16.03%	—	—	—	—	0.70	-21.1%
35	Samco Large Cap Fund - Direct Plan - Growth Option Samco	9.12	-8.89%	—	—	—	—	—	—	—
36	WhiteOak Capital Large Cap Fund Direct Plan Growth WhiteOak Capital	15.89	+2.56%	+14.61%	—	—	—	—	0.65	-15.2%

Direct plans typically outperform Regular plans by around 50 basis points per year because they carry no distributor commission. The "Peer Q (5Y)" column shows the fund's quartile within this category over the 5-year window: Q1 = top 25%.

Frequently asked questions

Generated from this category's live aggregates — average returns, fund counts, quartile spreads. Updated daily.

Large Cap Funds invest at least 80% of their corpus in the top 100 listed companies by market cap (SEBI's Large Cap universe). They're typically less volatile than mid/small cap, with lower expected returns but a smoother ride.

We currently track 36 active Large Cap Fund schemes (Direct plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 7 of them sit in the top quartile by 5-year CAGR.

Over the last 5 years, the average Large Cap Fund (Direct plan) has returned 11.71% CAGR — that turns ₹1 lakh into roughly ₹173,944. Over the last 12 months the category averaged 0.29%. Top-quartile funds in this category typically beat the average by 3-6 percentage points per year — fund selection within a category matters more than the category choice itself.

Over the trailing 5-year window, the highest-returning Large Cap Fund in our database is **Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option** (Nippon India) with a CAGR of 16.14%. The category average is 11.71%. Past performance is no guarantee of future returns — top-quartile funds in one window often slip in the next.

The best 1-year return in the Large Cap Fund category right now is **quant Large Cap Fund - Growth Option - Direct Plan** (Quant) at 8.30%. 1-year numbers are noisy and shouldn't be the sole basis for picking — cross-check rolling returns and 5-year CAGR before deciding.

Across all Large Cap Fund schemes with 5 years of history, the 5-year CAGR ranges from 8.43% (worst) to 16.14% (best), with a median of 11.61%. That spread of about 8 percentage points between top and bottom is a useful gauge of how much fund selection matters in this category.

On ProfitGuruOnline you can browse either Large Cap Fund Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.

Large Cap Fund is classified as an Equity scheme. Held for 12 months or more: 12.5% LTCG on gains exceeding ₹1.25 lakh per FY per PAN. Held for under 12 months: 20% STCG. Rates updated by Budget 2024.

Yes. Equity categories like Large Cap Fund are well-suited to SIP because the monthly drip averages out entry timing — you buy more units when NAVs are low. Over 7+ year horizons, SIP XIRRs typically end up within 1-2 pp of lump-sum, but with much less stress.

Large Cap Fund schemes suit 5+ year horizons. Equity drawdowns of 25-40% are normal in a bad year; the long horizon lets you ride them out.

Moderate-to-high equity risk. Expect 20-30% drawdowns in normal corrections, 40%+ in severe bear markets like 2008 and 2020.

Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.

Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.

We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.

Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.