Mutual Fund Category AMFI: 'Equity Scheme - Large Cap Fund', 'Equity Schemes - Large Cap Fund'

Large Cap Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Goal

Exposure to actively managed large cap portfolios.

Taxation

Taxed as equity.

Questions

How do these funds compare against NIFTY100?
Is there any out-performance of actively managed large cap fund over benchmark in bull and bear phase?
How is drawdown of actively managed fund vs benchmark?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-LARGE-CAP-FUNDS benchmark series. View Large Cap Funds Series Details

End Amount

₹53,130.68

Initial: ₹10000 (Lumpsum)

Category CAGR

12.87%

Large Cap Funds Return

Benchmark CAGR

12.06%

Nifty 100

Inflation Adj. CAGR

7.65%

Real Annualized Return

Alpha

0.01

Excess Return vs Benchmark

Beta

0.96

Volatility vs Benchmark

Sharpe Ratio

0.48

Risk-Adjusted Return

Sortino Ratio

0.72

Downside Risk-Adjusted Return

Large Cap Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (36) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan MF_119528	4.28%	13.78%	11.38%	14.18%
Axis Large Cap Fund - Direct Plan - Growth MF_120465	6.99%	14.68%	11.95%	14.13%
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH MF_152783	-	-	-	-
BANDHAN Large Cap Fund-Direct Plan-Growth MF_118479	5.11%	13.58%	11.73%	13.63%
BANK OF INDIA Large Cap Fund Direct Plan Growth MF_148980	-	-	-	-
BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option MF_150187	-	-	-	-
CANARA ROBECO LARGE CAP FUND - DIRECT PLAN - GROWTH OPTION MF_118269	7.52%	15.37%	13.26%	15.35%
DSP Large Cap Fund - Direct Plan - Growth MF_119250	3.40%	12.26%	10.40%	12.60%
Edelweiss Large Cap Fund - Direct Plan-Growth option MF_118617	5.19%	14.96%	12.58%	14.67%
Franklin India Large Cap Fund- Direct - Growth MF_118531	2.83%	12.74%	10.42%	12.50%
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option MF_119133	6.22%	13.23%	10.94%	13.16%
HDFC Large Cap Fund - Growth Option - Direct Plan MF_119018	3.74%	14.23%	11.83%	14.05%
HSBC Large Cap Fund - Direct Growth MF_120030	5.67%	13.53%	11.54%	13.52%
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth MF_120586	5.82%	15.32%	13.10%	15.42%
ITI Large Cap Fund - Direct Plan - Growth Option MF_148353	-	-	-	-
Invesco India Large Cap Fund - Direct Plan - Growth MF_120392	6.16%	15.10%	12.79%	14.91%
JM Large Cap Fund (Direct) - Growth Option MF_120490	3.92%	12.73%	10.67%	12.76%
JioBlackRock Large Cap Fund - Direct Plan - Growth Option MF_154307	-	-	-	-
Kotak Large Cap Fund - Growth - Direct MF_120152	5.49%	15.02%	12.32%	14.56%
LIC MF Large Cap Fund-Direct Plan-Growth MF_120267	4.38%	12.99%	10.01%	12.72%
Mahindra Manulife Large Cap Fund - Direct Plan -Growth MF_146549	7.45%	17.66%	-	-
Mirae Asset Large Cap Fund - Direct Plan - Growth MF_118825	6.63%	15.34%	12.39%	15.32%
Motilal Oswal Large Cap Direct Plan Growth MF_152354	-	-	-	-
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option MF_118633	3.65%	15.94%	13.47%	15.94%
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option MF_118632	3.65%	15.94%	13.47%	15.94%
PGIM India Large Cap Fund - Direct Plan - Growth MF_138312	6.93%	13.71%	10.39%	11.28%
Parag Parikh Large Cap Fund - Direct Plan - Growth MF_154155	-	-	-	-
SBI Large Cap FUND-DIRECT PLAN -GROWTH MF_119598	5.16%	14.38%	11.66%	14.53%
Samco Large Cap Fund - Direct Plan - Growth Option MF_153239	-	-	-	-
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth MF_148507	-	-	-	-
Tata Large Cap Fund -Direct Plan Growth Option MF_119160	4.01%	13.71%	11.62%	13.65%
Taurus Large Cap Fund - Direct Plan - Growth MF_118870	1.08%	10.78%	8.79%	10.73%
UTI Large Cap Fund - Direct Plan - Growth Option MF_120656	4.71%	14.40%	10.96%	13.48%
Union Largecap Fund - Direct Plan - Growth Option MF_141248	6.93%	13.76%	-	-
WhiteOak Capital Large Cap Fund Direct Plan Growth MF_150797	-	-	-	-
quant Large Cap Fund - Growth Option - Direct Plan MF_150440	-	-	-	-