Top 5 Large Cap Index Funds With Best Returns in 5 Years: Large cap index funds invest in India’s top 100 companies.
So, they can withhold market fluctuations better than mid cap and small cap index funds.
The funds follow leading indices such as Nifty 50, Nifty Next 50, Nifty 100, and BSE Sensex.
Since the funds follow an index, the fund manager doesn’t need to research much for stock selection.
Hence, the funds have a low expense ratio.
Large cap index funds fall in the passive fund category.
From an investor’s perspective, they get a chance to invest in India’s blue-chip companies through a single fund.
Since funds have a high equity proportion, they are risky and hence suitable for investors with a long-term investment horizon.
Here, we take you through the top 5 large cap index mutual funds that have given the highest annualised returns (CAGR) in the 5-year period.
Also know how a Rs 1,50,000 one-time investment in all of them has performed in the same time frame.
UTI Nifty Next 50 Index Fund Direct – Growth
The fund has given 22.25 per cent annualised return in the 5-year period.
It has assets under management (AUM) of Rs 4,239 crore, while its net asset value (NAV) is Rs 21.7 as on March 13, 2025.
Benchmarked against NIFTY Next 50 TRI, the fund has given 12.17 per cent annualised return since its inception in June 2018.
At an expense ratio of 0.35 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund in 5 years has jumped to Rs 4,09,577.
DSP Nifty Next 50 Index Fund Direct – Growth
The fund has given 22.03 per cent annualised return the 5-year time frame.
It has assets under management (AUM) of Rs 807 crore, while its net asset value (NAV) is Rs 23.15.
Benchmarked against NIFTY Next 50 TRI, the fund has given 14.84 per cent annualised return since its launch in February 2019.
With an expense ratio of 0.26 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 1,50,000 one-time investment in the 5-year period has converted into Rs 4,05,905.
ICICI Prudential Nifty Next 50 Index Direct-Growth
The fund has given 21.98 per cent annualised return in the 5-year period.
It has a fund size of Rs 6,083 crore, while its unit price is Rs 54.47.
Benchmarked against NIFTY Next 50 TRI, the fund has given 13.98 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.31 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 1,50,000 one-time investment in the fund has jumped to Rs 4,05,074 in the 5-year time frame.
Motilal Oswal Nifty Next 50 Index Fund Direct – Growth
The fund has given 21.92 per cent annualised return in 5 years.
Its AUM is Rs 270 crore, while its NAV is Rs 21.02.
Benchmarked against NIFTY Next 50 TRI, the fund has given 15.37 per cent annualised return since its starting in December 2019.
With an expense ratio of 0.36 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has grown to Rs 4,04,079 in 5 years.
Bandhan Nifty 50 Index Fund Direct Plan-Growth
The fund has given 21.21 per cent annualised return in 5 years.
It has AUM of Rs 1,604 crore, while its NAV is Rs 49.34.
Benchmarked against Nifty 50 Total Return, the fund has given 12.48 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.10 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has jumped to Rs 3,92,449 in the 5-year period.
