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Mutual funds

Top-Rated Large-Cap Mutual Funds with Low Expense Ratio in 2025

Strategic Insights

— 1 min read

When investing in large-cap mutual funds, two key factors to consider are the fund's rating and its expense ratio. A high rating can indicate a fund's potential for future success, while a low expense ratio can significantly improve net returns over time. In this article, we discuss the top-rated large-cap funds of 2025, which not only have a high rating but also boast the lowest expense ratio. These funds can be a valuable addition to your long-term investment portfolio.

Key Takeaways:

  • The top-rated large-cap funds of 2025 are Canara Robeco Bluechip Equity Fund, ITI Large Cap Fund, Kotak Bluechip Fund, Edelweiss Large Cap Fund, and Mahindra Manulife Large Cap Fund.
  • These funds have a 4-star rating, indicating their potential for future success.
  • The expense ratio of these funds is as low as 0.48% for Canara Robeco Bluechip Equity Fund and 0.66% for Mahindra Manulife Large Cap Fund.
  • Historical returns for these funds are 19.63% annualized returns in 3 years for Canara Robeco Bluechip Equity Fund.
  • Investing in funds with low expenses can result in significant savings over time, with the difference in fees between two funds with similar returns amounting to lakhs of rupees over 10-15 years.

Statistics:

  • Expense ratio of top-rated large-cap funds: 0.48% - 0.66%
  • Historical returns:

* Canara Robeco Bluechip Equity Fund: 19.63% annualized returns in 3 years, 23.94% in 5 years, and 14.94% in 10 years.

* ITI Large Cap Fund: 19.01% annualized return in 3 years and 15.76% return since launch in December 2020.

* Kotak Bluechip Fund: 19.5% annualized returns in 3 years, 25.29% in 5 years, and 13.96% in 10 years.

* Edelweiss Large Cap Fund: 20.03% annualized returns in 3 years, 25% in 5 years, and 13.62% in 10 years.

* Mahindra Manulife Large Cap Fund: 18.3% annualized returns in 3 years and 24.56% in 5 years.

  • Time period for returns: 3 years, 5 years, 10 years.

Sources:

  • Canara Robeco Bluechip Equity Fund (Value Research)
  • ITI Large Cap Fund (Value Research)
  • Kotak Bluechip Fund (Value Research)
  • Edelweiss Large Cap Fund (Value Research)
  • Mahindra Manulife Large Cap Fund (Value Research)

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