Large & Mid Cap Funds

Invest at least 35% each in large-cap and mid-cap companies, balancing stability with growth.

Funds: 37
Average 1Y: 4.2%
Average 3Y (p.a.): 14.9%
Average 5Y (p.a.): 12.3%

All large & mid cap funds by returns

Large & Mid Cap Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
Invesco India Large & Mid Cap Fund	Invesco Mutual Fund	₹138.79	14.2%	23.4%	17.6%	0.79%	₹12,178 Cr
Motilal Oswal Large and Midcap Fund	Motilal Oswal Mutual Fund	₹41.59	10%	21.4%	18.1%	0.91%	₹19,832 Cr
HSBC Large & Mid Cap Fund	HSBC Mutual Fund	₹33.99	12.6%	18.8%	14.5%	1.39%	₹5,784 Cr
Bandhan Large & Mid Cap Fund	Bandhan Mutual Fund	₹169.39	2.8%	17.9%	16.1%	1.17%	₹20,650 Cr
Axis Large & Mid Cap Fund	Axis Mutual Fund	₹39.87	7.3%	16%	11.8%	0.83%	₹16,438 Cr
UTI Large & Mid Cap Fund	UTI Mutual Fund	₹202.97	1.7%	15.6%	13.3%	1.13%	₹6,220 Cr
Quant Large & Mid Cap Fund	quant Mutual Fund	₹141.93	11.2%	15.1%	14.9%	1.23%	₹3,384 Cr
Baroda BNP Paribas Large and Mid Cap Fund	Baroda BNP Paribas Mutual Fund	₹30.86	3.5%	15.1%	11.9%	0.83%	₹1,762 Cr
ICICI Prudential Large & Mid Cap Fund	ICICI Prudential Mutual Fund	₹1,148.66	-2.6%	15%	13.7%	1.28%	₹31,628 Cr
Nippon India Vision Large & Mid Cap Fund	Nippon India Mutual Fund	₹1,615.84	-0.4%	15%	12.2%	1.5%	₹7,411 Cr
Edelweiss Large & Mid Cap Fund	Edelweiss Mutual Fund	₹109.98	4.9%	14.9%	12.6%	0.68%	₹4,541 Cr
Bank of India Large & Mid Cap Fund	Bank of India Mutual Fund	₹112.4	8.5%	14.7%	12%	1.43%	₹506 Cr
Kotak Large & Mid Cap Fund	Kotak Mahindra Mutual Fund	₹415.41	2.7%	14.5%	13.5%	0.67%	₹30,581 Cr
Canara Robeco Large and Mid Cap Fund	Canara Robeco Mutual Fund	₹308.45	3.8%	14.4%	10.6%	0.77%	₹24,578 Cr
DSP Large & Mid Cap Fund	DSP Mutual Fund	₹710.45	-0.1%	14.4%	12%	0.79%	₹17,284 Cr
Union Large & Midcap Fund	Union Mutual Fund	₹30.54	8.3%	14.3%	11.1%	1.32%	₹969 Cr
Sundaram Large and Midcap Fund	Sundaram Mutual Fund	₹104.54	5.2%	14.3%	11%	1.35%	₹7,131 Cr
LIC MF Large & Mid Cap Fund	LIC Mutual Fund	₹45.82	1.4%	13.9%	10.6%	1.56%	₹2,949 Cr
SBI Large & Midcap Fund	SBI Mutual Fund	₹708.78	1.2%	13.8%	12.2%	0.86%	₹40,499 Cr
Mahindra Manulife Large & Mid Cap Fund	Mahindra Manulife Mutual Fund	₹32.46	6.1%	13.4%	12%	0.85%	₹2,753 Cr
HDFC Large & Mid Cap Fund	HDFC Mutual Fund	₹371.28	0.4%	13.3%	13%	0.92%	₹28,543 Cr
Mirae Asset Large & Midcap Fund	Mirae Asset Mutual Fund	₹180.8	2%	13.3%	10.3%	0.85%	₹42,834 Cr
Aditya Birla Sun Life Large & Mid Cap Fund	Aditya Birla Sun Life Mutual Fund	₹1,084.93	5.9%	12.6%	7.2%	1.28%	₹5,603 Cr
Franklin India Large & Mid Cap Fund	Franklin Templeton Mutual Fund	₹212.37	-1.5%	12.4%	8.6%	1.66%	₹3,337 Cr
Navi Large & Midcap Fund	Navi Mutual Fund	₹45.29	4.2%	11.7%	10%	0.67%	₹292 Cr
Tata Large & Mid Cap Fund	Tata Mutual Fund	₹563.85	-6.5%	7.4%	8.9%	0.78%	₹7,254 Cr
Helios Large & Mid Cap Fund	Helios Mutual Fund	₹12.09	7%	–	–	1.04%	₹1,463 Cr
WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	₹14.82	5.4%	–	–	0.88%	₹2,376 Cr
JM Large & Mid Cap Fund	JM Financial Mutual Fund	₹11.19	5.2%	–	–	1.05%	₹448 Cr
ITI Large & Mid Cap Fund	ITI Mutual Fund	₹10.53	5.2%	–	–	1.07%	₹691 Cr
PGIM India Large and Midcap Fund	PGIM India Mutual Fund	₹13.63	4.6%	–	–	0.89%	₹777 Cr
Bajaj Finserv Large & Mid Cap Fund	Bajaj Finserv Mutual Fund	₹13.11	2.2%	–	–	1.16%	₹2,324 Cr
Samco Large & Mid Cap Fund	Samco Mutual Fund	₹9.56	2.1%	–	–	2.22%	₹91 Cr
Abakkus Large & Mid Cap Fund	Abakkus Mutual Fund	₹10.02	–	–	–	3.21%	₹486 Cr
Choice Large & Mid Cap Fund	Choice Mutual Fund	₹10.19	–	–	–	–	–
The Wealth Company Large & Mid Cap Fund	The Wealth Company Mutual Fund	₹10.28	–	–	–	2.39%	₹109 Cr
Trustmf Large & Midcap Fund	Trust Mutual Fund	₹10.51	–	–	–	2.68%	₹418 Cr