Large & Mid Cap Funds

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

Funds: 36
Average 1Y: 2.3%
Average 3Y (p.a.): 13.9%
Average 5Y (p.a.): 12.9%

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	₹131.16	6.5%	22.4%	17.1%	0.55%	₹12,387 Cr
Motilal Oswal Large and Midcap Fund	Motilal Oswal Mutual Fund	₹41.17	7.4%	22.2%	18.8%	0.89%	₹20,159 Cr
HSBC Large & Mid Cap Fund	HSBC Mutual Fund	₹33.27	9.3%	18.1%	14.7%	1.47%	₹5,931 Cr
Bandhan Large & Mid Cap Fund	Bandhan Mutual Fund	₹165.86	3.4%	17.6%	16.9%	1.23%	₹19,777 Cr
Axis Large & Mid Cap Fund	Axis Mutual Fund	₹38.79	4.9%	15.2%	12.1%	0.91%	₹17,320 Cr
ICICI Prudential Large & Mid Cap Fund	ICICI Prudential Mutual Fund	₹1,156.32	0.3%	14.9%	15.8%	1.16%	₹33,592 Cr
Quant Large & Mid Cap Fund	quant Mutual Fund	₹137.98	9.7%	14.8%	16%	1.28%	₹3,487 Cr
Sundaram Large and Midcap Fund	Sundaram Mutual Fund	₹105.88	8.1%	14.5%	12.2%	0.66%	₹7,544 Cr
UTI Large & Mid Cap Fund	UTI Mutual Fund	₹197.6	1.4%	14.4%	13.9%	1.05%	₹6,514 Cr
Edelweiss Large & Mid Cap Fund	Edelweiss Mutual Fund	₹107.29	3.3%	14.2%	13.2%	0.66%	₹4,942 Cr
Nippon India Vision Large & Mid Cap Fund	Nippon India Mutual Fund	₹1,598.1	-1.4%	14.1%	12.9%	1.49%	₹7,903 Cr
LIC MF Large & Mid Cap Fund	LIC Mutual Fund	₹45.35	0.1%	13.8%	11.4%	1.66%	₹3,198 Cr
Baroda BNP Paribas Large and Mid Cap Fund	Baroda BNP Paribas Mutual Fund	₹29.81	2.1%	13.5%	12.4%	0.84%	₹1,877 Cr
Bank of India Large & Mid Cap Fund	Bank of India Mutual Fund	₹107.68	5.8%	13.4%	11.8%	0.92%	₹529 Cr
Kotak Large & Mid Cap Fund	Kotak Mahindra Mutual Fund	₹402.77	0.6%	13.1%	13.3%	0.66%	₹32,325 Cr
DSP Large & Mid Cap Fund	DSP Mutual Fund	₹687.36	-1.7%	13%	11.7%	0.81%	₹18,411 Cr
Union Large & Midcap Fund	Union Mutual Fund	₹29.42	3.9%	12.7%	11.8%	0.84%	₹1,018 Cr
HDFC Large & Mid Cap Fund	HDFC Mutual Fund	₹363.98	-0.4%	12.5%	14.5%	0.9%	₹30,294 Cr
Canara Robeco Large and Mid Cap Fund	Canara Robeco Mutual Fund	₹295.74	-3%	12.4%	10.5%	0.49%	₹26,331 Cr
Mahindra Manulife Large & Mid Cap Fund	Mahindra Manulife Mutual Fund	₹31.26	4%	12.1%	13%	0.87%	₹2,929 Cr
SBI Large & Midcap Fund	SBI Mutual Fund	₹695.44	0.9%	12%	13.5%	0.82%	₹42,336 Cr
Mirae Asset Large & Midcap Fund	Mirae Asset Mutual Fund	₹176.5	1.7%	11.6%	10.6%	0.49%	₹45,811 Cr
Aditya Birla Sun Life Large & Mid Cap Fund	Aditya Birla Sun Life Mutual Fund	₹1,071.13	4.7%	11.4%	7.7%	0.92%	₹5,998 Cr
Franklin India Large & Mid Cap Fund	Franklin Templeton Mutual Fund	₹208.96	-3%	11.1%	10%	1.58%	₹3,622 Cr
Navi Large & Midcap Fund	Navi Mutual Fund	₹44.26	3.1%	9.8%	10.8%	0.5%	₹315 Cr
Tata Large & Mid Cap Fund	Tata Mutual Fund	₹568.1	-5.6%	7%	9.4%	0.75%	₹7,679 Cr
Helios Large & Mid Cap Fund	Helios Mutual Fund	₹11.7	5.4%	–	–	1.08%	₹1,473 Cr
ITI Large & Mid Cap Fund	ITI Mutual Fund	₹10.48	4.9%	–	–	1.03%	₹729 Cr
WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	₹14.27	3.7%	–	–	0.92%	₹2,524 Cr
JM Large & Mid Cap Fund	JM Financial Mutual Fund	₹10.85	3.6%	–	–	1%	₹464 Cr
Bajaj Finserv Large & Mid Cap Fund	Bajaj Finserv Mutual Fund	₹12.62	0.2%	–	–	1.19%	₹2,463 Cr
PGIM India Large and Midcap Fund	PGIM India Mutual Fund	₹13.11	-0.6%	–	–	0.86%	₹831 Cr
Samco Large & Mid Cap Fund	Samco Mutual Fund	₹8.91	-6.4%	–	–	2.33%	₹99 Cr
Abakkus Large & Mid Cap Fund	Abakkus Mutual Fund	₹9.89	–	–	–	–	–
The Wealth Company Large & Mid Cap Fund	The Wealth Company Mutual Fund	₹10.2	–	–	–	–	–
Trustmf Large & Midcap Fund	Trust Mutual Fund	₹10.11	–	–	–	–	–