Large, long-running funds
54 funds match this screen, ranked on median 3-year rolling return. Which big funds have a long record to go with the size?
Criteria: Funds with AUM ≥ ₹20,000 Cr and at least 10 years of history.
Size is not quality, but it does mean the fund has survived several market cycles with money still in it. The age gate matters more than the size one — a large fund three years old has been large only in a rising market.
Large, long-running funds, ranked by median 3-year rolling return
| # | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth OptionSilver | Small Cap Fund | +25.60% | 64% | -48.6% | +15.57% | ₹82,580 Cr | 0.68% |
| 2 | quant Small Cap Fund - Growth Option - Direct PlanSilver | Small Cap Fund | +24.82% | 53% | -46.7% | +17.98% | ₹35,557 Cr | 0.93% |
| 3 | DSP Small Cap Fund - Direct Plan - GrowthGold | Small Cap Fund | +23.21% | 52% | -49.1% | +18.23% | ₹21,659 Cr | 0.81% |
| 4 | HDFC Mid Cap Fund - Growth Option - Direct PlanSilver | Mid Cap Fund | +23.04% | 54% | -39.5% | +16.84% | ₹1.08 Lakh Cr | 0.76% |
| 5 | Kotak Midcap Fund - Direct Plan - GrowthSilver | Mid Cap Fund | +22.73% | 56% | -36.0% | +17.26% | ₹71,256 Cr | 0.54% |
| 6 | SBI Small Cap Fund - Direct Plan - Growth | Small Cap Fund | +22.28% | 50% | -40.3% | +12.03% | ₹42,631 Cr | 0.79% |
| 7 | Motilal Oswal Midcap Fund-Direct Plan-Growth Option | Mid Cap Fund | +22.05% | 51% | -37.2% | +18.45% | ₹42,852 Cr | 0.92% |
| 8 | Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth OptionGold | Mid Cap Fund | +21.99% | 51% | -35.3% | +18.02% | ₹52,271 Cr | 0.79% |
| 9 | HDFC Small Cap Fund - Growth Option - Direct Plan | Small Cap Fund | +21.08% | 43% | -48.3% | +11.04% | ₹41,891 Cr | 0.77% |
| 10 | ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth | Value Fund | +20.36% | 54% | -36.7% | +11.38% | ₹60,075 Cr | 1.09% |
| 11 | Mirae Asset Large & Midcap Fund - Direct Plan - Growth | Large & Mid Cap Fund | +19.84% | 66% | -36.9% | +11.77% | ₹45,811 Cr | 0.84% |
| 12 | Axis Small Cap Fund - Direct Plan - GrowthSilver | Small Cap Fund | +19.71% | 44% | -34.6% | +15.85% | ₹31,448 Cr | 0.71% |
| 13 | Axis Midcap Fund - Direct Plan - GrowthBronze | Mid Cap Fund | +19.62% | 35% | -29.4% | +16.21% | ₹35,425 Cr | 0.84% |
| 14 | SBI MIDCAP FUND - DIRECT PLAN - GROWTH | Mid Cap Fund | +19.55% | 46% | -43.0% | +10.56% | ₹24,518 Cr | 1.05% |
| 15 | Invesco India Contra Fund - Direct Plan - GrowthBronze | Contra Fund | +19.30% | 60% | -36.5% | +14.12% | ₹20,644 Cr | 0.77% |
| 16 | Parag Parikh Flexi Cap Fund - Direct Plan - Growth | Flexi Cap Fund | +19.11% | 61% | -31.2% | +12.90% | ₹1.47 Lakh Cr | 0.69% |
| 17 | Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth | ELSS | +18.93% | 63% | -37.8% | +11.94% | ₹26,428 Cr | 0.99% |
| 18 | Kotak Large & Midcap Fund - Direct- GrowthSilver | Large & Mid Cap Fund | +18.68% | 53% | -36.0% | +13.17% | ₹32,325 Cr | 0.67% |
| 19 | CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION | Large & Mid Cap Fund | +18.61% | 55% | -36.2% | +12.35% | ₹26,331 Cr | 0.77% |
| 20 | ICICI Prudential Equity & Debt Fund - Direct Plan - GrowthGold | Aggressive Hybrid Fund | +18.20% | 71% | -30.7% | +13.10% | ₹52,433 Cr | 1.05% |
| 21 | SBI CONTRA FUND - DIRECT PLAN - GROWTH | Contra Fund | +17.97% | 50% | -44.7% | +10.78% | ₹47,589 Cr | 0.87% |
| 22 | SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | Large & Mid Cap Fund | +17.93% | 49% | -36.4% | +12.48% | ₹42,336 Cr | 0.85% |
| 23 | ICICI Prudential Large & Mid Cap Fund - Direct Plan - GrowthSilver | Large & Mid Cap Fund | +17.85% | 49% | -37.4% | +15.18% | ₹33,592 Cr | 1.28% |
| 24 | HDFC Flexi Cap Fund - Growth Option - Direct Plan | Flexi Cap Fund | +17.68% | 54% | -41.8% | +15.48% | ₹1.14 Lakh Cr | 0.77% |
| 25 | SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH | ELSS | +17.68% | 50% | -38.2% | +13.17% | ₹31,735 Cr | 1.27% |
| 26 | Bandhan Large & Mid Cap Fund - Direct Plan - GrowthGold | Large & Mid Cap Fund | +17.60% | 48% | -38.5% | +17.75% | ₹21,021 Cr | 1.17% |
| 27 | ICICI Prudential Multi-Asset Fund - Direct Plan - Growth | Multi Asset Allocation | +17.42% | 52% | -30.6% | +14.19% | ₹87,833 Cr | 0.84% |
| 28 | HDFC Focused Fund - Growth Option - Direct Plan | Focused Fund | +17.11% | 51% | -45.6% | +15.33% | ₹28,201 Cr | 0.82% |
| 29 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct PlanGold | Flexi Cap Fund | +17.07% | 56% | -38.6% | +14.84% | ₹29,044 Cr | 0.89% |
| 30 | Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option | Multi Cap Fund | +17.01% | 44% | -42.8% | +12.99% | ₹56,298 Cr | 0.87% |
| 31 | SBI FOCUSED FUND - DIRECT PLAN -GROWTHGold | Focused Fund | +16.67% | 50% | -32.7% | +15.33% | ₹51,248 Cr | 0.83% |
| 32 | Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Large Cap Fund | +16.62% | 60% | -40.0% | +10.71% | ₹54,134 Cr | 0.87% |
| 33 | Kotak Flexicap Fund - Growth - Direct | Flexi Cap Fund | +16.62% | 50% | -37.3% | +11.30% | ₹56,119 Cr | 0.66% |
| 34 | HDFC Large and Mid Cap Fund - Growth Option - Direct PlanBronze | Large & Mid Cap Fund | +16.59% | 47% | -39.5% | +12.66% | ₹30,294 Cr | 0.91% |
| 35 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth | Large Cap Fund | +16.12% | 58% | -37.3% | +10.47% | ₹80,206 Cr | 1.01% |
| 36 | HDFC Balanced Advantage Fund - Growth Plan - Direct Plan | Dynamic Asset Allocation or Balanced Advantage | +15.57% | 72% | -34.2% | +11.01% | ₹1.07 Lakh Cr | 0.78% |
| 37 | Mirae Asset Large Cap Fund - Direct Plan - Growth | Large Cap Fund | +15.53% | 57% | -37.4% | +8.40% | ₹38,166 Cr | 0.76% |
| 38 | SBI Flexicap Fund - DIRECT PLAN - Growth Option | Flexi Cap Fund | +15.28% | 39% | -35.8% | +8.71% | ₹23,235 Cr | 1.27% |
| 39 | SBI Large Cap FUND-DIRECT PLAN -GROWTH | Large Cap Fund | +14.94% | 51% | -37.1% | +9.02% | ₹55,140 Cr | 0.89% |
| 40 | Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan | Large Cap Fund | +14.89% | 50% | -37.7% | +9.30% | ₹29,711 Cr | 1.04% |
| 41 | HDFC Large Cap Fund - Growth Option - Direct Plan | Large Cap Fund | +14.84% | 50% | -40.8% | +8.77% | ₹39,933 Cr | 1.03% |
| 42 | Axis ELSS Tax Saver Fund - Direct Plan - Growth Option | ELSS | +14.41% | 26% | -33.5% | +10.20% | ₹32,667 Cr | 1.05% |
| 43 | SBI EQUITY HYBRID FUND - DIRECT PLAN - GrowthGold | Aggressive Hybrid Fund | +14.00% | 41% | -27.5% | +11.92% | ₹88,668 Cr | 0.75% |
| 44 | ICICI Prudential Dynamic Asset Allocation Active FOF - Direct Plan - Growth | FoF Domestic | +13.74% | 55% | -26.4% | +10.65% | ₹28,661 Cr | 0.43% |
| 45 | Axis Large Cap Fund - Direct Plan - Growth | Large Cap Fund | +13.64% | 39% | -30.1% | +8.76% | ₹31,376 Cr | 0.93% |
| 46 | UTI - Flexi Cap Fund-Growth Option - Direct | Flexi Cap Fund | +13.23% | 31% | -33.9% | +8.09% | ₹24,163 Cr | 1.16% |
| 47 | HDFC Nifty 50 Index Fund - Direct Plan | Index Funds | +13.13% | 54% | -38.4% | +6.53% | ₹23,784 Cr | 0.29% |
| 48 | UTI Nifty 50 Index Fund - Growth Option- Direct | Index Funds | +13.12% | 54% | -38.4% | +6.59% | ₹29,485 Cr | 0.25% |
| 49 | HDFC Hybrid Equity Fund - Growth Option - Direct Plan | Aggressive Hybrid Fund | +12.97% | 39% | -33.6% | +6.31% | ₹22,297 Cr | 1.10% |
| 50 | ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthGold | Dynamic Asset Allocation or Balanced Advantage | +12.85% | 54% | -27.0% | +10.97% | ₹75,399 Cr | 1.04% |
| 51 | SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTHGold | Multi Asset Allocation | +12.74% | 10% | -17.6% | +14.96% | ₹20,935 Cr | 0.69% |
| 52 | HDFC Corporate Bond Fund - Growth Option - Direct Plan | Corporate Bond Fund | +8.09% | 68% | -4.0% | +6.92% | ₹30,286 Cr | 0.38% |
| 53 | Aditya Birla Sun Life Corporate Bond Fund - Growth - Direct PlanSilver | Corporate Bond Fund | +8.05% | 69% | -2.4% | +6.97% | ₹22,636 Cr | 0.34% |
| 54 | ICICI Prudential Corporate Bond Fund - Direct Plan - GrowthPlatinum | Corporate Bond Fund | +7.98% | 71% | -2.0% | +7.32% | ₹29,688 Cr | 0.37% |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. “3Y typical” is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; “3Y loss odds” is the share of those periods that ended down. “Beat peers” is the share in which it beat its category's median, and “worst fall” is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Eligibility: Direct plan, Growth option, at least 10 years old. Wound-up, suspended and distributing (IDCW/payout) variants are excluded. Distributing funds are matched by NAME as well as by option, because the option field is wrong on around 100 schemes.