Large Cap Funds to consider in May 2026: According to SEBI guidelines, larg cap funds are open-ended equity schemes that must invest at least 80 per cent of their total assets in the top 100 companies by full market capitalisation. The large cap funds commonly use Nifty 50 TRI, Nifty 100 TRI or S&P BSE 100 TRI as benchmarks. Nifty 50 has fewer constituents and a higher concentration. Nifty 100 and BSE 100 are broader and closer to the top-100 universe by construction.
Given below is a list of 5 mutual funds that you can consider to invest in May 2026 based on their CAGR, expense ratio, AUM, Sharpe ratio, beta and more. Take a look.
Edelweiss Large Cap Fund – Direct Plan
DSP Large Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: BSE 100 TRI
- AUM: Rs 46,521 Cr (As on 31-Mar-2026)
- NAV: Rs 101.9645 (As on 21-Apr-2026)
- Expense Ratio: 0.71% (As on 31-Mar-2026)
- CAGR 3-year: 19.29%
- CAGR 5-year: 19.37%
- CAGR 10-year: 15.94%
- Min. Investment: Rs 100
- Min. SIP investment: Rs 100
- Sharpe Ratio: 0.70
- Standard Deviation: 13.66
- Beta: 0.96
(Source: Fund fact sheet)
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
