Explore the large-cap mutual funds that have delivered strong 5-year returns, offering investors stability with consistent growth potential.
Fund Options
Growth Regular
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Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 101.80 | 53,227 | 0.48 | 1.19 | 1.00 | -1.37 | 0.37 | 13.49 | 15.96 | 15.03 | 18.69 | 0.92 | |
| 87.26 | 1,847 | 0.38 | 2.51 | 4.80 | 2.95 | 4.10 | 14.73 | 13.79 | 14.24 | 17.34 | 0.94 | |
| 120.56 | 79,421 | 0.09 | 1.19 | 0.30 | -3.50 | -0.62 | 13.14 | 13.76 | 14.12 | 20.18 | 1.05 | |
| 1,239.11 | 39,024 | 0.19 | 2.77 | 2.63 | -2.67 | 0.26 | 11.39 | 13.16 | 13.09 | 42.72 | 1.04 | |
| 90.91 | 2,061 | 0.04 | 2.02 | 2.52 | -0.99 | 2.48 | 13.47 | 13.02 | 13.61 | 17.70 | 1.11 | |
| 256.28 | 2,571 | 0.49 | 0.62 | 1.15 | -1.04 | 0.02 | 12.83 | 12.62 | 13.43 | 27.06 | 0.90 | |
| 177.48 | 409 | 0.11 | 1.54 | 1.82 | -1.32 | 0.85 | 12.33 | 12.39 | 11.92 | 23.66 | 1.09 | |
| 97.06 | 1,434 | 0.47 | 1.92 | 1.33 | -2.45 | 0.53 | 11.44 | 12.24 | 13.70 | 18.29 | 0.98 | |
| 597.69 | 2,721 | 1.03 | 2.59 | 3.09 | 0.12 | 3.34 | 12.27 | 12.15 | 12.89 | 35.25 | 1.31 | |
| 17.85 | 220 | -0.06 | 0.79 | 1.59 | 1.59 | 5.62 | 14.44 | 12.04 | NA | 12.17 | 1.32 | |
| 662.43 | 10,772 | 0.34 | 1.79 | 1.30 | -2.37 | 0.32 | 11.92 | 11.75 | 13.41 | 36.29 | 0.74 | |
| 105.19 | 55,064 | 0.22 | 0.84 | 1.62 | -1.19 | 1.88 | 10.53 | 11.63 | 12.74 | 18.97 | 0.86 | |
| 578.05 | 29,029 | 0.39 | 1.99 | 1.16 | -3.66 | -1.48 | 11.10 | 11.54 | 12.39 | 34.92 | 1.08 | |
| 509.09 | 7,190 | 0.05 | 0.92 | 0.79 | -3.66 | -2.54 | 13.05 | 11.40 | 11.78 | 33.66 | 1.37 | |
| 52.13 | 132 | -0.31 | 0.77 | 0.54 | -1.25 | 1.32 | 11.72 | 11.37 | 12.29 | 12.96 | 1.41 | |
| 72.24 | 16,692 | 0.36 | 1.73 | 1.52 | -2.73 | -1.28 | 11.45 | 11.32 | 14.62 | 15.72 | 0.61 | |
| 531.53 | 1,814 | -0.24 | 1.38 | 0.42 | -3.35 | 1.27 | 11.23 | 11.05 | 12.71 | 34.09 | 1.49 | |
| 25.44 | 700 | 0.48 | 1.81 | 0.49 | -5.07 | -2.39 | 10.78 | 10.96 | NA | 13.58 | 1.06 | |
| 171.59 | 52 | 1.89 | 3.82 | 3.15 | 2.35 | 2.42 | 13.14 | 10.87 | 10.18 | 23.36 | 2.55 | |
| 19.39 | 370 | -0.10 | 1.47 | 2.10 | -1.67 | -1.31 | 11.27 | 10.73 | NA | 12.67 | 1.08 | |
| 128.47 | 38,379 | 0.39 | 1.82 | 2.58 | -2.23 | 0.45 | 10.27 | 10.37 | 13.52 | 20.74 | 0.76 | |
| 22.60 | 3,063 | 0.07 | 0.86 | 0.90 | -2.95 | -1.12 | 8.95 | 10.29 | NA | 15.20 | 0.83 | |
| 24.86 | 437 | 0.04 | 0.85 | 0.89 | -1.27 | -0.76 | 9.26 | 9.88 | NA | 10.44 | 1.64 | |
| 1,134.20 | 7,256 | 0.33 | 2.19 | 1.13 | -3.84 | -0.22 | 10.97 | 9.68 | 11.13 | 41.79 | 1.46 | |
| 294.14 | 11,976 | 0.64 | 1.64 | 0.89 | -4.53 | -2.10 | 8.96 | 9.44 | 12.02 | 28.36 | 1.09 |
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Why Use This Screener?
Proven Long-Term Performance
This screener highlights large-cap funds ranked by their trailing 5-year CAGR. A longer horizon ensures that funds with consistent performance across market cycles stand out, filtering out short-term volatility.
Lower Risk Compared to Mid & Small Caps
Large-cap funds invest in the top 100 companies by market capitalization. These businesses usually have strong financials, established brands, and resilient earnings, making them safer than mid-cap and small-cap investments.
Core Portfolio Building Block
For most investors, large-cap funds form the foundation of their equity allocation. They provide stability while still participating in equity growth, making them a critical part of long-term wealth creation.
Market Leadership Exposure
By investing in industry leaders, large-cap funds offer exposure to companies that dominate their sectors. This ensures investors participate in the growth of businesses that are often benchmarks for the Indian economy.
FAQs on Best Large Cap Funds 5 Years
What is a large-cap mutual fund?
Large-cap funds are equity schemes that invest mainly in the top 100 listed companies by market capitalization in India.
Why measure large-cap funds over 5 years?
A 5-year return metric captures how the fund performs across different phases of the market, making it a reliable benchmark for consistency.
Are large-cap funds suitable for conservative investors?
Yes, large-cap funds are considered relatively safer than mid or small-cap funds and are often recommended as a core holding for most investor portfolios.
Should you invest in large-cap funds with strong 5-year track records?
Your advisor will help you decide. Strong 5-year history signifies stability, but future returns may differ.
For more growth potential, you may check small-cap or flexi-cap funds.
Source: Dion Global
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