Large & Mid Cap Mutual Funds
At least 35% in large caps and 35% in mid caps.
A fixed blend of stability and growth, written into the rules. It sits between a large-cap and a mid-cap fund without the manager being able to drift to whichever is winning.
Who it suits. Somebody who finds pure mid cap too sharp and pure large cap too slow. Hold for 7 years or more.
Direct plans in this category
- Motilal Oswal Large and Midcap FundMotilal Oswal Mutual Fund · NAV ₹40.84 7.6% 22.3% 18.7%
- Invesco India Large & Mid Cap FundInvesco Mutual Fund · NAV ₹130.68 8.0% 23.1% 16.8%
- Bandhan Large & Mid Cap FundBandhan Mutual Fund · NAV ₹164.00 3.6% 17.8% 16.4%
- Quant Large & Mid Cap Fundquant Mutual Fund · NAV ₹135.60 9.4% 14.9% 15.3%
- ICICI Prudential Large & Mid Cap FundICICI Prudential Mutual Fund · NAV ₹1,140.21 0.1% 15.1% 15.1%
- HSBC Large & Mid Cap FundHSBC Mutual Fund · NAV ₹32.54 8.3% 17.6% 14.0%
- HDFC Large & Mid Cap FundHDFC Mutual Fund · NAV ₹359.04 -0.4% 12.6% 14.0%
- UTI Large & Mid Cap FundUTI Mutual Fund · NAV ₹195.65 2.0% 14.8% 13.5%
- Kotak Large & Mid Cap FundKotak Mahindra Mutual Fund · NAV ₹398.23 0.8% 13.1% 13.1%
- SBI LARGE & MIDCAP FUNDSBI Mutual Fund · NAV ₹685.78 0.9% 12.3% 12.8%
- Edelweiss Large & Mid Cap FundEdelweiss Mutual Fund · NAV ₹105.18 3.2% 14.1% 12.5%
- Mahindra Manulife Large & Mid Cap FundMahindra Manulife Mutual Fund · NAV ₹30.83 4.2% 12.1% 12.4%
- Nippon India Vision Large & Mid Cap FundNippon India Mutual Fund · NAV ₹1,572.62 -1.7% 14.2% 12.4%
- Baroda BNP Paribas Large and Mid Cap fundBaroda BNP Paribas Mutual Fund · NAV ₹29.32 1.9% 13.7% 11.9%
- Axis Large & Mid Cap FundAxis Mutual Fund · NAV ₹38.28 5.1% 15.2% 11.7%
- BANK OF INDIA LARGE & MID CAP FUNDBank of India Mutual Fund · NAV ₹106.14 5.7% 13.4% 11.5%
- Sundaram Large and Midcap FundSundaram Mutual Fund · NAV ₹102.73 6.1% 14.1% 11.4%
- DSP Large & Mid Cap FundDSP Mutual Fund · NAV ₹675.84 -1.9% 13.0% 11.4%
- Union Large & Midcap FundUnion Mutual Fund · NAV ₹29.18 4.7% 13.2% 11.3%
- LIC MF Large & Mid Cap FundLIC Mutual Fund · NAV ₹44.29 -0.6% 13.3% 10.8%
- Mirae Asset Large & Midcap FundMirae Asset Mutual Fund · NAV ₹173.31 1.5% 11.8% 10.3%
- Navi Large & Midcap FundNavi Mutual Fund · NAV ₹43.48 2.8% 9.8% 10.2%
- Canara Robeco Large and Mid Cap FundCanara Robeco Mutual Fund · NAV ₹290.49 -2.6% 12.4% 10.1%
- Franklin India Large & Mid Cap FundFranklin Templeton Mutual Fund · NAV ₹204.80 -3.1% 11.1% 9.3%
- Tata Large & Mid Cap FundTata Mutual Fund · NAV ₹561.98 -5.0% 7.2% 9.2%
- Aditya Birla Sun Life Large & Mid Cap FundAditya Birla Sun Life Mutual Fund · NAV ₹1,049.28 4.1% 11.4% 7.1%
- Abakkus Large & Mid Cap FundAbakkus Mutual Fund · NAV ₹9.67 — — —
- Bajaj Finserv Large & Mid Cap FundBajaj Finserv Mutual Fund · NAV ₹12.53 — — —
- Helios Large & Mid Cap FundHelios Mutual Fund · NAV ₹11.52 — — —
- ITI Large & Mid Cap FundITI Mutual Fund · NAV ₹10.45 — — —
- JM Large & Mid Cap FundJM Financial Mutual Fund · NAV ₹10.67 — — —
- PGIM India Large and Midcap FundPGIM India Mutual Fund · NAV ₹12.98 — — —
- Samco Large & Mid Cap FundSamco Mutual Fund · NAV ₹8.87 — — —
- TRUSTMF LARGE & MIDCAP FUNDTrust Mutual Fund · NAV ₹9.94 — — —
- The Wealth Company Large & Mid Cap FundThe Wealth Company Mutual Fund · NAV ₹10.14 — — —
- WhiteOak Capital Large & Mid Cap FundWhiteOak Capital Mutual Fund · NAV ₹14.03 — — —
Point-to-point CAGR from AMFI NAV history, Direct plans only. Ordered by five-year return so the list has a shape, not because the order is a judgement. Past returns do not predict future ones — a fund near the top is usually there because its style suited the last five years, and styles take turns.
Other categories
Questions people ask
What is a Large & Mid Cap fund?
At least 35% in large caps and 35% in mid caps. A fixed blend of stability and growth, written into the rules. It sits between a large-cap and a mid-cap fund without the manager being able to drift to whichever is winning.
Who should invest in Large & Mid Cap funds?
Somebody who finds pure mid cap too sharp and pure large cap too slow. A sensible holding period is 7 years or more.
How is this list ordered?
By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.
Should I choose the Direct or Regular plan?
A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.