Large Cap Mutual Funds
All 40 large cap funds, Direct Growth plans, compared on returns, risk and cost. NAV as of 7 Oct 2026.
Category average
+9.4%
3 years, a year
Category average
+8.3%
5 years, a year
Category average
14.5%
Volatility, 3 years
Category average
1.32%
Expense ratio
Against the NIFTY 100 Index: 18 of 28 funds with at least 5 calendar years of history returned more than the index in at least half of the years from 2017 to 2026. The 2026 figure is year to date.
Large Cap funds compared
| Fund | 1Y | 3Y a year | 5Y a year | Volatility 3Y | Worst fall 5Y | Years ahead of index | Expense | Fund size |
|---|---|---|---|---|---|---|---|---|
| -6.5% | +10.0% | +12.0% | 14.2% | -15.4% | 5 of 10 | 0.88% | ₹54,134 Cr | |
| +0.1% | +13.1% | +10.7% | 16.1% | -19.7% | 5 of 10 | 0.92% | ₹2,021 Cr | |
| +7.4% | +13.5% | +10.4% | 14.9% | -19.2% | 4 of 10 | 2.54% | ₹60 Cr | |
| -7.0% | +9.9% | +10.3% | 13.6% | -15.4% | 6 of 10 | 1.01% | ₹80,206 Cr | |
| -1.8% | +12.1% | +9.9% | 15.2% | -19.4% | 6 of 10 | 1.08% | ₹2,180 Cr | |
| -3.0% | +9.6% | +9.7% | 15.5% | -19.8% | 4 of 10 | 1.18% | ₹394 Cr | |
| -5.4% | +8.1% | +9.7% | 14.2% | -16.4% | 4 of 10 | 1.02% | ₹39,933 Cr | |
| -2.5% | +10.5% | +9.5% | 14.9% | -18.2% | 7 of 10 | 0.91% | ₹2,641 Cr | |
| -3.6% | +9.4% | +9.4% | 14.1% | -17.3% | 6 of 10 | 0.97% | ₹1,434 Cr | |
| -7.3% | +10.2% | +8.8% | 13.3% | -18.8% | 3 of 10 | 1.23% | ₹7,101 Cr | |
| +1.4% | +11.6% | +8.7% | 16.0% | -22.6% | 3 of 5 | 1.32% | ₹231 Cr | |
| -3.9% | +9.4% | +8.5% | 14.7% | -19.0% | 6 of 10 | 1.40% | ₹137 Cr | |
| -5.6% | +9.4% | +8.5% | 14.4% | -17.4% | 5 of 10 | 0.76% | ₹10,937 Cr | |
| -4.8% | +9.1% | +8.5% | 15.1% | -17.1% | 5 of 10 | 1.23% | ₹2,765 Cr | |
| -2.2% | +9.8% | +8.4% | 14.3% | -19.3% | 5 of 10 | 1.46% | ₹1,855 Cr | |
| -5.9% | +9.3% | +8.3% | 14.0% | -17.3% | 6 of 10 | 0.61% | ₹17,092 Cr | |
| -5.7% | +8.7% | +8.3% | 14.4% | -16.7% | 3 of 10 | 1.04% | ₹29,711 Cr | |
| -3.2% | +8.2% | +8.1% | 13.8% | -16.4% | 7 of 10 | 0.88% | ₹55,140 Cr | |
| -6.8% | +7.8% | +7.9% | 14.3% | -16.7% | 4 of 7 | 1.12% | ₹695 Cr | |
| -3.2% | +9.5% | +7.6% | 15.6% | -20.8% | 3 of 6 | 0.95% | ₹364 Cr | |
| -4.3% | +6.9% | +7.3% | 12.9% | -16.2% | 3 of 6 | 0.82% | ₹3,056 Cr | |
| -5.9% | +8.8% | +6.9% | 13.9% | -18.4% | 3 of 10 | 1.43% | ₹7,490 Cr | |
| -5.5% | +7.6% | +6.7% | 14.4% | -17.4% | 5 of 10 | 0.75% | ₹38,166 Cr | |
| -5.9% | +6.9% | +6.5% | 14.0% | -19.4% | 4 of 9 | 1.68% | ₹437 Cr | |
| -7.2% | +6.5% | +6.3% | 13.8% | -19.2% | 3 of 10 | 1.07% | ₹12,189 Cr | |
| -6.3% | +6.8% | +5.9% | 14.3% | -19.9% | 2 of 10 | 1.08% | ₹538 Cr | |
| -7.3% | +7.2% | +5.4% | 15.1% | -19.2% | 2 of 10 | 1.43% | ₹1,385 Cr | |
| -4.5% | +7.8% | +5.1% | 13.9% | -21.6% | 6 of 10 | 0.94% | ₹31,376 Cr | |
| +3.5% | +13.2% | N/A | 17.5% | N/A | 3 of 4 | 1.48% | ₹3,651 Cr | |
| -2.9% | +12.3% | N/A | 14.0% | N/A | 3 of 4 | 0.94% | ₹1,276 Cr | |
| -1.6% | N/A | N/A | N/A | N/A | 1 of 2 | 1.36% | ₹1,663 Cr | |
| -4.0% | N/A | N/A | N/A | N/A | 1 of 2 | 0.99% | ₹3,147 Cr | |
| -9.0% | N/A | N/A | N/A | N/A | 0 of 1 | 1.95% | ₹93 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 2.76% | ₹1,366 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 2.51% | ₹151 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.47% | ₹2,475 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.49% | ₹47 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.36% | ₹860 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 2.81% | ₹420 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 3.16% | ₹48 Cr |
Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return.Years ahead of index counts the calendar years from 2017 to 2026 in which the fund returned more than the NIFTY 100 Index. Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. N/A means the fund is too young for that period.
What a large cap fund is
Large cap funds invest at least 80% of their assets in large companies, the 100 largest listed companies by market value.
Source: SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.
Investing from the UAE
NRIs living in the UAE can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada, or accept them only offline. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.
Questions
How are these large cap funds ordered?
By 5-year annualised return, highest first. Funds younger than 5 years follow, ordered by 3-year return and then 1-year return. Every figure is worked out from each fund's own Direct Growth NAV, the same way for every fund. We do not label any fund as the best.
Can NRIs living in the UAE invest in large cap funds?
Generally yes, once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline, so check the fund house's current policy if that applies to you.
How are gains taxed for NRIs?
For equity funds, India taxes gains on units held for 12 months or less at 20%, and gains on units held longer at 12.5% on the amount above ₹1.25 lakh in a financial year, plus cess and any surcharge. For NRIs the fund house deducts this tax when you redeem. The outcome depends on your tax residence and facts, so confirm your position with a tax adviser.
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