Aeterna Wealth

Top-rated large cap funds: November 2026

The 6 large cap schemes rated A+ or A on their track record this month, out of 30 rated Regular plans: why each one rates well, what changed since last month, and how much they overlap. Data as of 11 Nov 2026.

Each fund is compared only with other large cap funds of the same plan type: return over the Nifty 100 total-return index, how consistently it was earned, risk, cost and portfolio. How the ratings work.

1. Invesco India Large Cap Fund

Invesco Mutual Fund · AUM ₹1,993 cr · 13.9 years

Regular A+ · #1 of 30 · expense ratio 2.14% · Direct A+ · #1 of 30 · expense ratio 0.87%

  • Returned 15.0% a year over 3 years (Regular plan), +3.3% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • Ahead of the Nifty 100 total-return index in 100% of rolling 3-year periods (median fund: 58%).
  • In falling months it fell 101% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 18.7% (median fund: 16.9%).
  • Holds 56 stocks; the top 10 are 42% of the portfolio, the largest sector Banks (20%).

2. Taurus Large Cap Fund

Taurus Mutual Fund · AUM ₹65 cr · 13.9 years

Regular A+ · #2 of 30 · expense ratio 2.74% · Direct A+ · #3 of 30 · expense ratio 2.52%

  • Returned 16.3% a year over 3 years (Regular plan), +4.6% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • Ahead of the Nifty 100 total-return index in 78% of rolling 3-year periods (median fund: 58%).
  • In falling months it fell 83% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 17.7% (median fund: 16.9%).

3. Bandhan Large Cap Fund

Bandhan Mutual Fund · AUM ₹2,135 cr · 13.9 years

Regular A+ · #3 of 30 · expense ratio 2.20% · Direct A+ · #2 of 30 · expense ratio 1.07%

  • Returned 14.2% a year over 3 years (Regular plan), +2.6% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • Ahead of the Nifty 100 total-return index in 88% of rolling 3-year periods (median fund: 58%).
  • In falling months it fell 93% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 18.4% (median fund: 16.9%).

4. ITI Large Cap Fund (A+ last month)

ITI Mutual Fund · AUM ₹345 cr · 5.9 years

Regular A · #4 of 30 · expense ratio 2.61% · Direct A+ · #4 of 30 · expense ratio 0.93%

  • Returned 10.7% a year over 3 years (Regular plan), -1.0% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • Ahead of the Nifty 100 total-return index in 17% of rolling 3-year periods (median fund: 58%).
  • In falling months it fell 110% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 18.7% (median fund: 16.9%).
  • Holds 47 stocks; the top 10 are 45% of the portfolio, the largest sector Banks (23%).

5. quant Large Cap Fund (A+ last month)

quant Mutual Fund · AUM ₹3,753 cr · 4.2 years

Regular A · #5 of 30 · expense ratio 2.75% · Direct A · #5 of 30 · expense ratio 1.50%

  • Returned 12.9% a year over 3 years (Regular plan), +1.2% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • In falling months it fell 100% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 21.6% (median fund: 16.9%).
  • Holds 15 stocks; the top 10 are 79% of the portfolio, the largest sector Power (16%).

A short record: 4.2 years. Ratings on short records change more.

6. WhiteOak Capital Large Cap Fund (B last month)

WhiteOak Capital Mutual Fund · AUM ₹1,242 cr · 3.9 years

Regular A · #6 of 30 · expense ratio 2.45% · Direct A · #6 of 30 · expense ratio 0.89%

  • Returned 13.6% a year over 3 years (Regular plan), +1.9% a year against the Nifty 100 total-return index; the median fund: -0.3%.
  • In falling months it fell 92% as much as the index (median fund: 95%).
  • Its deepest fall in the last 3 years was 15.8% (median fund: 16.9%).
  • Holds 64 stocks; the top 10 are 45% of the portfolio, the largest sector Banks (25%).

A short record: 3.9 years. Ratings on short records change more.

What changed since last month

Joined the shortlist
Left the shortlist

Regular plans; ratings are revised on the 11th and 16th of each month, after fund houses publish their portfolios. Each fund's page explains its own change.

Which of these suits you?

That depends on your goal, your other funds and how much overlap you hold. Tell us what you have and we'll look at it with you.

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All 68 large cap plans, with every rating · Other categories

Common questions

Which large cap funds are rated A+ in November 2026?

Among Regular plans: Invesco India Large Cap Fund, Taurus Large Cap Fund, Bandhan Large Cap Fund. 6 schemes are rated A+ or A in at least one plan. Ratings compare each fund with its own category and plan type, on its record against the Nifty 100 total-return index.

Is the top-rated large cap fund the best one to invest in?

Not necessarily. The rating describes the track record so far: return over the index, how consistently it was earned, risk, cost and portfolio. Our own backtest found that top ratings did not reliably predict the next three years. Use the shortlist to avoid weak records, then choose for your goal, the funds you already hold, and how much overlap you can accept.

Direct plan or Regular plan?

The same portfolio. A Direct plan has no distributor commission, so its expense ratio is lower and its return slightly higher. A Regular plan pays a distributor such as us, through the expense ratio, for advice and service. Plans are rated separately: Regular against Regular, Direct against Direct.

How often does this list change?

Returns update every weekday, but ratings change twice a month: on the 11th and the 16th, after fund houses publish their monthly portfolios.

Ratings describe past track records and are not a recommendation to buy or sell, or a forecast. Mutual fund investments are subject to market risks; read the scheme documents before investing.

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