Best large Cap funds 2025 Revisit

Best Large Cap fund 2025-26 Revisit

During the Month of January , we discussed the best large cap funds to look forward to invest in this year, we continue with the discussion and revisit the funds and look forward what makes best funds in the next year. You can read about the same in below.

Best Large cap fund for year 2025 

As usual Few of the funds are not part of the list and few have been added to the list. To help you with the better understanding and we financial Planning  services book your slot today. Make better financial decisions

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Fund Name Year Of Inception Fund rating ( Crisil rated ) Portfolio Size ( In Cr ) Expense ratioPE ratios Exit LoadBenchmark
Nippon India large cap fund2007550,312.321.48 %26.221% for redemption within 7 daysBSE 100 TRI
ICICI Pru blue chip fund2008578,159.801.41 %21.371% for redemption within 365 daysNifty 100 TRI
Motilal Oswal Large Cap Fund Reg (G)20243,033.581.95 %23.821% for redemption within 365 daysNifty 100 TRI
HDFC Large Cap fund1996240,617.551.58 %25.151% for redemption within 365 daysNifty 100 TRI
Canara Robeco Bluechip Equity fund 2010417,528.011.63 %27.321% for redemption within 365 daysBSE 100 TRI
SBI blue chip Fund2006255,636.631.47 %25.23<30 Days – 0.25%

30 days – 90 days – 0.1%

90 days – Nil

BSE 100 TRI
Mirae asset large cap fund2008241,863.691.51 %24.49a) 15% of the units allotted (including Switching/STP – in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 days from the date of allotment 1%

After 365 days :Nil

Nifty 100 TRI
DSP Top 100 Equity Fund Reg (G)200357,187.321.81 %19.411% for redemption within 364 daysBSE 100 TRI
WhiteOak Capital Large Cap Fund Reg (G)20221,141.392.14 %26.251% for redemption within 30 daysBSE 100 TRI
Invesco India Large cap Fund (G)200941,722.892.02 %33.90NILNifty 100 TRI

Nippon India large cap fund : 

The fund was launched in the year 2007, rated as 5 star by CRISIL , with a large AUM of 50,312 cr. Expense ratio of 1.48%. PE of the fund is 26.22. Benchmarked with BSE 100 TRI. 

ICICI Pru blue chip fund : 

The fund was launched in 2008, again rated as 5 stars by CRISIL , highest AUM at 78,159.80 Cr. PE ratio of the fund is 21.37. The expense ratio of the fund is 1.41%. Benchmarked against Nifty100 TRI.

Motilal Oswal Large Cap Fund Reg (G) : 

This is a new entrant to our funds, the fund was launched in 2024, last year and made it to our list this year because of the performance it delivered. The fund is currently not rated by CRISIL. The expense ratio of 1.95%. And PE aligned at a high of 23.82 , growth fund in its category. Benchmarked against NIfty 100 TRI.

HDFC Large Cap fund

The fund was launched in 1996, It is CRISIL rated 2 star down from4 star. The fund enjoys a good portfolio size of 40,617 cr increased from 36,587 cr. The expense ratio of the fund is 1.58. The PE of the fund is 25.15. Exit load 1% for redemption within 365 days. Benchmarked against Nifty 100 TRI

Canara Robeco Bluechip Equity fund 

The fund was launched in 2010, Currently rated as 4, up from 3 stars by CRISIL. The fund size is  17,528 cr from 14,824 cr during last discussion. The expense ratio of 1.63. The PE of the fund is 27.32 , growth biased .Exit load is 1% for the redemption within 365 days. Benchmarked against BSE 100 TRI.

SBI blue chip Fund

The fund was launched in the year 2006, This is the second largest fund in AUM at 55,636.63 cr. The fund is CRISIL rated at 2 the same as last time. The expense ratio of the fund is 1.47. PE of the fund is 25.23. Exit load of the fund is 1% for redemption within 365 days. Benchmarked against BSE 100 TRI.

Mirae asset large cap fund

The fund was launched in 2008, CRISIL rated 2 star, rating has increased from 1 star. This is funded by AUM in the category 41,863.69 cr, the fund lost the AUM battle to Nippon large cap . The expense ratio of the fund is 1.51. The PE of the fund is 24.49. Exit load of the fund is 1% for redemption within 365 days. Benchmarked against NIFTY 100 TRI

DSP Top 100 Equity Fund Reg (G)

The fund was launched in 2003, CRISIL rated 5 star, the rating raised from 4 last. The fund size is 7,187 cr. from  4,530 cr, almost doubled. The Expense ratio is 1.81. The PE of the fund is 19.41, showing a value bias. Exit load of the fund is 1% for redemption within 365 days. Benchmarked against BSE 100 TRI.

WhiteOak Capital Large Cap Fund Reg (G)

The fund was recently launched in 2022, no CRISIL rating. The fund size is 1,141.39 cr , risen from 661 cr. The expense ratio is 2.14 . The PE of the fund is 26.25. Exit load of the fund was 1% for redemption for 365 days.Benchmarked against BSE 100 TRI.

Invesco India Large cap Fund (G)

The fund was launched in 2009, CRISIL rated 4 star. Fund size of 1722.89 cr. The expense ratio is 2.02. The PE of the fund is 33.90, growth oriented . The does not have any exit load. Benchmarked against NIFTY 100 TRI

Trailing Returns : 

Scheme1 Year3 Year5 Year7 Year10 Year15 Year
Nippon India Large Cap Fund (G)8.9719.6321.2416.1815.0113.75
ICICI Pru Bluechip Fund Reg (G)11.5318.3918.9716.2515.1713.65
Motilal Oswal Large Cap Fund Reg (G)10.54
HDFC Large Cap Fund (G)8.316.1218.2214.4313.9311.77
Canara Robeco Bluechip Equity Fund (G)7.8715.715.0915.8314.5412.91
SBI Blue Chip Fund Reg (G)9.5714.7615.7114.6413.1512.91
Mirae Asset Large Cap Fund Reg (G)10.3613.8414.6813.7814.0113.75
DSP Top 100 Equity Fund Reg (G)8.8518.1915.7913.912.4510.8
WhiteOak Capital Large Cap Fund Reg (G)8.0917.08
Invesco India Largecap Fund (G)6.4617.6616.8615.0213.4111.97

 

1 Year Trailing return 

1st Quartile  : 9.75- 12   : ICICI Pru Bluechip Fund Reg (G), Motilal Oswal Large Cap Fund Reg (G), Mirae Asset Large Cap Fund Reg (G)

2nd Quartile : 7.5 – 9.75 : Nippon India Large Cap Fund (G), HDFC Large Cap Fund (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), DSP Top 100 Equity Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G)

3rd Quartile  : 5.25 – 7.5 : Invesco India Large cap Fund (G)

4rth Quartile : 3- 5.25     : 

 

3 Year Trailing Return 

1st Quartile  : 18-20   : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), DSP Top 100 Equity Fund Reg (G)

2nd Quartile : 16-18   : HDFC Large Cap Fund (G), WhiteOak Capital Large Cap Fund Reg (G), Invesco India Largecap Fund (G)

3rd Quartile  : 14 -16  : Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G)

4rth Quartile : 12-14   : Mirae Asset Large Cap Fund Reg (G)

Motilal Oswal Large Cap Fund Reg (G) was not launched 

5 years trailing returns 

1st Quartile  : 20.25- 23     : Nippon India Large Cap Fund (G)

2nd Quartile : 17.5 – 20.25 : ICICI Pru Bluechip Fund Reg (G), HDFC Large Cap Fund (G)

3rd Quartile  : 14.75 – 17.5 : Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), DSP Top 100 Equity Fund Reg (G), Invesco India Largecap Fund (G)

4rth Quartile : 12-14.75      : Mirae Asset Large Cap Fund Reg (G)

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

7 years trailing returns 

1st Quartile  : 15.75 – 17    : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)

2nd Quartile : 14.5 – 15.75 : SBI Blue Chip Fund Reg (G), Invesco India Largecap Fund (G)

3rd Quartile  :  13.25- 14.5 :HDFC Large Cap Fund (G), Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G)

4rth Quartile : 12- 13.25     : 

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

10 Years Trailing returns 

1st Quartile  : 14.4- 16   : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)

2nd Quartile : 13- 14.5   : HDFC Large Cap Fund (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G), Invesco India Largecap Fund (G)

3rd Quartile  : 11.5 –  13 : DSP Top 100 Equity Fund Reg (G)

4rth Quartile : 10-11.5    : 

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

15 Years Trailing returns 

1st Quartile  : 12.5- 14  : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G)

2nd Quartile : 11-12.5   : HDFC Large Cap Fund (G), Invesco India Largecap Fund (G)

3rd Quartile  : 9.5 – 11   : DSP Top 100 Equity Fund Reg (G)

4rth Quartile : 8-9.5      : 

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

Rolling returns :

3 years rolling returnsReturn %Return Consistency (% of times)
SchemeAverageMedianMaximumMinimumLess than 0%0-8%8-12%12-15%15-20%Greater Than 20%
Nippon India Large Cap Fund (G)15.0615.3934.3-6.795.0415.0915.4212.1723.8128.47
ICICI Pru Bluechip Fund Reg (G)15.0415.1936.38-5.911.2511.1318.9117.6229.121.99
Motilal Oswal Large Cap Fund Reg (G)
HDFC Large Cap Fund (G)13.571437.09-7.955.8413.9122.0913.5424.9919.64
Canara Robeco Bluechip Equity Fund (G)13.9914.4127.75-0.530.0211.4720.2825.6132.5410.09
SBI Blue Chip Fund Reg (G)14.2814.2331.97-7.052.0818.616.6217.1122.8122.79
Mirae Asset Large Cap Fund Reg (G)15.6414.8343.41-4.30.7110.516.0324.1624.9723.63
DSP Top 100 Equity Fund Reg (G)11.7211.3528.98-8.013.0823.5726.313.2526.856.96
WhiteOak Capital Large Cap Fund Reg (G)16.0615.617.0814.860002.3397.670
Invesco India Largecap Fund (G)13.0413.3328.16-5.731.6220.9919.2416.0729.6412.44

 

We have considered rolling returns of 3 years since 2009 , 

12% > is what we look for 

Nippon India Large Cap Fund (G)Was Able to deliver 64% of times
ICICI Pru Bluechip Fund Reg (G)Was Able to deliver 68% of times
Motilal Oswal Large Cap Fund Reg (G)Does not have 3 years history
HDFC Large Cap Fund (G)Was Able to deliver 58% of times
Canara Robeco Bluechip Equity Fund (G)Was Able to deliver 68% of times
SBI Blue Chip Fund Reg (G)Was Able to deliver 62% of times
Mirae Asset Large Cap Fund Reg (G)Was Able to deliver 72% of times
DSP Top 100 Equity Fund Reg (G)Was Able to deliver 47% of times
WhiteOak Capital Large Cap Fund Reg (G)Was Able to deliver 100% of times
Invesco India Large Cap Fund (G)Was Able to deliver 58% of times

VS benchmark : 

Fund Name 1 Year3 Year5 Years7 Years10 Years15 Years 
Nippon India large cap fund8.9719.6321.2416.1815.0113.75
ICICI Pru blue chip fund11.5318.3918.9716.2515.1713.65
Motilal Oswal Large Cap Fund Reg (G)10.54
HDFC Large Cap fund8.316.1218.2214.4313.9311.77
Canara Robeco Bluechip Equity fund 7.8715.715.0915.8314.5412.91
SBI blue chip Fund9.5714.7615.7114.6413.1512.91
Mirae asset large cap fund10.3613.8414.6813.7814.0113.75
DSP Top 100 Equity Fund Reg (G)8.8518.1915.7913.912.4510.8
WhiteOak Capital Large Cap Fund Reg (G)8.0917.08
Invesco India Large cap Fund (G)6.4617.6616.8615.0213.4111.97
NIFTY 100 TRI/ BSE 100 TRI9.8315.4515.2713.714.1612.24

Another important aspect where the index funds have challenged the active managed large cap funds. Lets us check if its is myth or are index fund better 

1 Year Trailing return 

1st Quartile  : 9.75- 12   : ICICI Pru Bluechip Fund Reg (G), Motilal Oswal Large Cap Fund Reg (G), Mirae Asset Large Cap Fund Reg (G)

2nd Quartile : 7.5 – 9.75 : 

3rd Quartile  : 5.25 – 7.5 : 

4rth Quartile : 3- 5.25     : 

Invesco India Largecap Fund (G), Nippon India Large Cap Fund (G), HDFC Large Cap Fund (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), DSP Top 100 Equity Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G)

3 Year Trailing Return 

1st Quartile  : 18-20   : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), DSP Top 100 Equity Fund Reg (G)

2nd Quartile : 16-18   : HDFC Large Cap Fund (G), WhiteOak Capital Large Cap Fund Reg (G), Invesco India Largecap Fund (G)

3rd Quartile  : 14 -16  : Canara Robeco Bluechip Equity Fund (G)

4rth Quartile : 12-14   : 

SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G) could not beat the index.

Motilal Oswal Large Cap Fund Reg (G) was not launched 

5 years trailing returns 

1st Quartile  : 20.25- 23     : Nippon India Large Cap Fund (G)

2nd Quartile : 17.5 – 20.25 : ICICI Pru Bluechip Fund Reg (G), HDFC Large Cap Fund (G)

3rd Quartile  : 14.75 – 17.5 : SBI Blue Chip Fund Reg (G), DSP Top 100 Equity Fund Reg (G), Invesco India Largecap Fund (G)

4rth Quartile : 12-14.75      : 

Mirae Asset Large Cap Fund Reg (G),  Canara Robeco Bluechip Equity Fund (G).

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

7 years trailing returns 

1st Quartile  : 15.75 – 17    : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)

2nd Quartile : 14.5 – 15.75 : SBI Blue Chip Fund Reg (G), Invesco India Largecap Fund (G)

3rd Quartile  :  13.25- 14.5 :HDFC Large Cap Fund (G), Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G)

4rth Quartile : 12- 13.25     : 

Every Fund could beat the index

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

10 Years Trailing returns 

1st Quartile  : 14.4- 16   : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G)

2nd Quartile : 13- 14.5   :Invesco India Largecap Fund (G)

3rd Quartile  : 11.5 –  13 : 

4rth Quartile : 10-11.5    : 

HDFC Large Cap Fund (G),SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G), DSP Top 100 Equity Fund Reg (G)

Could not beat the index

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

 

15 Years Trailing returns 

1st Quartile  : 12.5- 14  : Nippon India Large Cap Fund (G), ICICI Pru Bluechip Fund Reg (G), Canara Robeco Bluechip Equity Fund (G), SBI Blue Chip Fund Reg (G), Mirae Asset Large Cap Fund Reg (G)

2nd Quartile : 11-12.5   : 

3rd Quartile  : 9.5 – 11   : 

4rth Quartile : 8-9.5      : 

DSP Top 100 Equity Fund Reg (G), HDFC Large Cap Fund (G),Invesco India Largecap Fund (G)

Could not beat the index

Motilal Oswal Large Cap Fund Reg (G), WhiteOak Capital Large Cap Fund Reg (G) were not launched 

General observation : The myth that Large caps have not been able to beat the index is a false claim because we could see some very good index beating returns. So it still makes sense to be part of the winning funds and get great returns. There is some divergence in performance of a few funds when we see the long term vs short term performance. Which is a reason we need to understand why such a thing happened. Let us delve more and understand the same.

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Ratios: 

Fund Name Alpha 3YAlpha 5YAlpha 10YBeta 3YBeta 5YBeta 10YStd deviation 3YStd Deviation 5YStd Deviation 10YSharpe Ratio 3YSharpe Ratio 5YSharpe Ratio 10YSortino Ratio 
Nippon India large cap fund4.124.440.160.920.981.0511.5613.2717.690.971.190.551.54
ICICI Pru blue chip fund3.443.270.960.890.890.9311.1611.915.330.921.140.621.57
Motilal Oswal Large Cap Fund Reg (G)0
HDFC Large Cap fund1.292.03-0.870.920.951.0311.4413.0117.320.7310.51.26
Canara Robeco Bluechip Equity fund 0.9-0.250.680.910.90.911.1911.9614.840.70.850.61.15
SBI blue chip Fund0.02-0.16-0.990.90.920.9611.2512.2815.960.620.850.491.15
Mirae asset large cap fund-1.04-0.84-0.230.920.90.9611.331215.820.530.80.540.9
DSP Top 100 Equity Fund Reg (G)3.310.61-1.940.870.871.0211.0812.1817.270.90.880.431.72
WhiteOak Capital Large Cap Fund Reg (G)0
Invesco India Large cap Fund (G)1.730.3-0.551.070.990.9613.4413.6616.080.740.860.511.09

 

Fund Manager: 

Fund NameFund manager nameDesignationIndustry ExperienceDuration with Current AMCDuration of managing the fundNumber of fund
Nippon India Large Cap Fund (G)Mr. Sailesh Raj BhanCIO3118183
Mr. Bhavik DaveCo-Fund Manager15 Years11 Years 3 months12
ICICI Pru Large Cap Fund Reg (G)Mr. Anish TawakleyCo Chief Investment Officer239 year 9 months72
Mr. Vaibhav DusadVaibhav Dusad128 years 1 month55
Motilal Oswal Large Cap Fund Reg (G)Mr Atul MehraFund Manager1712 years 1 month211
Mr Niket ShahCIO167 years 10 months29
Mr Swapnil MayekarFund Manager2215 years 10 months0>20
Mr Rakesh ShettyFund Manager- fixed income206 years 11 months2>20
Mr Ajay KhandelwalFund Manager172 years 2 months210
HDFC Large Cap Fund (G)Mr Rahul BaijalSenior Fund Manager253 years 6 months34
Mr Dhruv MuchhalEquity Research Analyst146 years 3 months310
Canara Robeco Large Cap Fund (G)Mr. Shridatta BhandwaldarHead of Equities209 years 6 months910
Mr. Vishal MishraFund manager224 years 8 months55
SBI Large Cap Fund Reg (G)Mr. Saurabh PantFund Manager1624
Mirae Asset Large Cap Fund Reg (G)Mr Gaurav MishraCo head Equity307 Years72
DSP Large Cap Fund Reg (G)Mr Abhishek SinghFund manager1944
WhiteOak Capital Large Cap Fund Reg (G)Mr Ramesh MantriSenior Fund Manager23315
Ms. Trupti AgrawalInvestment Director88 years 6 months316
Mr Piyush BaranwalSenior Fund Manager174 years 1 month319
Mr Dheeresh PathakDirector Investment183 years 7 months214
Invesco India Largecap Fund (G)Mr Hiten JainEquity Fund manager169 years 8 months26

Portfolio :  

Fund Name Strategy Top SectorsTop StockCaps Allocation No of StocksPortfolio Churn
Nippon India large cap fundGrowthFinancial : 33.32

Consumer disc : 12.73

Energy & Utility : 11.57

Consumer Staples : 10.51

Industrial : 9.51

Technology : 9.40

HDFC : 9.09

Reliance : 6.09

ICICI : 5.54

Axis : 3.97

SBI : 3.81

L&T : 3.56

Infosys : 3.10

Bajaj Finance : 3.02

Large cap: 93.85

Mid cap : 5.5

Small cap :0.20

Cash : 0.45

Debt :0

REIT : 0

7126
ICICI Pru blue chip fundValueFinancial : 29.34

Energy & Utility : 14.04

Technology : 11.37

Consumer disc : 11.17

Industrial : 10.99 

HDFC : 9.79

ICICI : 8.42

Reliance: 6.95

L&T : 6.61

Airtel : 4.56

Axis : 4.22

Maruti : 4.07

Large cap: 91.43

Mid cap : 2.34

Small cap :0.06

Cash : 4.09

Debt : 2.08

REIT : 0

6415%
Motilal Oswal Large Cap Fund Reg (G)Growth & QualityFinancial : 34.61

Technology : 17.08

Consumer Discr : 12.56

Industrial  : 1212

Energy & Utility : 12.11

HDFC : 9.63

Reliance : 7.23

ICICI : 6.41

Airtel : 5.14

Infosys : 4.63

L&T : 3.22

Large cap:80.36

Mid cap : 7.48

Small cap :10.9

Cash : 1.26

Debt :0

REIT : 0

5362
HDFC Large Cap fundGrowthFinancial : 34.33

Consumer discr 14.07

Technology : 11.71

Healthcare : 10.58

Energy & Utility : 8.76

HDFC : 9.49

ICICI : 9.31

Airtel : 6.17

Reliance : 6.08

Kotak : 4.26

Large cap: 96.88

Mid cap : 1.48

Small cap :0

Cash : 1.64

Debt :0

REIT : 0

5013
Canara Robeco Bluechip Equity fund GrowthFinancial : 33.78

Technology : 15.01

Consumer Disc : 11.26

Industrial : 8.95

Consumer staples: 8.65

HDFC : 9.54

ICICI : 8

Reliance : 5.86

Airtel : 4.38

SBI : 4.11

Infosys : 4.10

L&T : 4.02

Large cap: 96.43

Mid cap : 1.92

Small cap :0

Cash : 1.65

Debt :0

REIT : 0

5832
SBI blue chip FundGrowthFinancial : 31.33

Industrial  :11.46

Material : 11.06

Technology : 10.74

Consumer staples : 9.29

Energy & Utility : 9.15

Consumer disc : 8.09

Reliance : 8.17

HDFC : 7.37

ICICI : 7.24

L& T : 5.41

Asian : 4.29

Infosys : 4.00

Large cap: 89.37

Mid cap :7.11 

Small cap :0.27

Cash : 2.9

Debt :0.35

REIT : 

4128
Mirae asset large cap fundGrowth & QualityFinancial : 31.37

Technology :17.59

Consumer disc : 10.84

Consumer staples : 9.90

Energy & Utility : 8.91

Industrial : 8.37

HDFC : 9.78

ICICI bank  : 8.21

Infosys : 5.59

Reliance : 5.07

Airtel : 4.30

ITC : 4.22

L& T : 3.72

Large cap: 92.02

Mid cap : 6.32

Small cap :1.15

Cash : 0.37

Debt :0.14

REIT : 0

8147
DSP Top 100 Equity Fund Reg (G)ValueFinancial : 42.25

Energy & Utility : 10.96

Technology : 10.85

Consumer Disc : 9.92

Health care : 9.26

COnsumer Staples : 5.67

Materials : 1.13

ICICI  : 8.5

HDFC : 8.45

M&M : 6.28

Infosys : 6.22

Axis : 5.80

ITC : 5.67

KOtak : 5.22

NTPC : 4.55

Cipla : 4.04

SBI : 3.72

Large cap: 82.02

Mid cap : 6.74

Small cap :1.87

Cash : 9.37

Debt :0

REIT : 0

3028
WhiteOak Capital Large Cap Fund Reg (G)Growth & Quality Finance : 36

Technology : 18.26

Consumer dic : 11.34

INdustrail : 7.42

Materials : 6.47

ICICI : 9.56

HDFC : 9.49

M&M : 4.06

SBI : 3.94

Airtel : 3.63

Kotak : 3.62

Maruti : 3.43

Reliance : 3.38

Large cap: 88.38

Mid cap : 4.93

Small cap :1.21

Cash : -5.05

Debt :5.86

REIT : 4.65

60181
Invesco India Large cap Fund (G)Growth & QualityFinancial : 29.24

Technology : 17.26

Consumer Disc : 14.01

Industrial : 13.3

Health care : 10.03

Materials : 8.1

HDFC : 8.1

ICICI : 6.79

Infosys : 5.73

L& T : 4.10

Kotak : 4.07

Bajaj Finance : 4.04

Airtel : 3.91

Large cap: 85.89

Mid cap : 12.50

Small cap :0.80

Cash : 0.81

Debt :0

REIT : 0

4974

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Conclusion : 

Large cap funds have a very long history. With a lot old fund houses and new fund houses competing in the space. The sector have completely changed in the todays scenario. Funds which could do so have emerged winner the others lagged. The previous winners have lost relevance in todays context.

Investors who are looking to invest in this category my advise take help of your advisor or wealth manager.

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Do set you asset allocation and understand which fund would suit you the best

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Comments (4)

  1. Dheeraj Gupta
    December 31, 2025

    Great insights! Large-cap funds really form the core of a long-term equity portfolio.

  2. Aviraj Sharma
    December 31, 2025

    Thanks for the clear overview, really helped me compare the top large-cap options easily!

  3. Manish Choudhary
    December 31, 2025

    Interesting points! I especially liked how you explained risk vs returns for large caps.

  4. Prithvi Singh
    January 1, 2026

    Nice revisit! Large-cap funds are a good mix of growth and stability for long-term goals.

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