Large & Mid Cap Mutual Funds
Large & Mid Cap Mutual Funds, as classified by SEBI, invest a minimum of 35% of their assets in both large-cap and mid-cap stocks. Large-cap stocks represent the top 100 companies by market capitalization, offering stability and steady performance. Mid-cap stocks, ranked 101-250 by market capitalization, bring higher growth potential but with increased volatility. View More
Large & Mid Cap Mutual Funds List
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
Motilal Oswal Large and Midcap Fund - Dir Growth
|
9,001 | 23.83% | 25.77% | |
Bandhan Core Equity Fund - Direct Growth
|
7,641 | 20.58% | 22.75% | |
Quant Large and Mid Cap Fund - Direct Growth
|
3,658 | 20.47% | 26.38% | |
Invesco India Large & Mid Cap Fund-Dir Growth
|
6,712 | 19.21% | 20.91% | |
ICICI Pru Large & Mid Cap Fund - Direct Growth
|
17,680 | 18.97% | 22.89% | |
UTI-Large & Mid Cap Fund - Direct Growth
|
4,134 | 18.51% | 22.05% | |
HDFC Large and Mid Cap Fund - Direct Growth
|
23,899 | 18.41% | 22.40% | |
DSP Equity Opportunities Fund - Direct Growth
|
13,983 | 17.47% | 20.30% | |
Nippon India Vision Fund - Direct Growth
|
5,588 | 17.37% | 20.27% | |
Kotak Equity Opportunities - Direct Growth
|
25,784 | 16.92% | 20.40% |
Who Should Invest in Large & Mid Cap Mutual Funds?
Features of Large & Mid Cap Mutual Funds
Factors to Consider While Investing in Large & Mid Cap Mutual Funds
Popular Large & Mid Cap Mutual Funds
- Motilal Oswal Large and Midcap Fund - Dir Growth
- ₹ 500
- ₹ 9,0010
- 23.83%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 9,001
- 3Y Return
- 23.83%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 9,001
- 3Y Return
- 23.83%
- Bandhan Core Equity Fund - Direct Growth
- ₹ 100
- ₹ 7,6410
- 20.58%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,641
- 3Y Return
- 20.58%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,641
- 3Y Return
- 20.58%
- Quant Large and Mid Cap Fund - Direct Growth
- ₹ 1000
- ₹ 3,6580
- 20.47%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,658
- 3Y Return
- 20.47%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,658
- 3Y Return
- 20.47%
- Invesco India Large & Mid Cap Fund-Dir Growth
- ₹ 100
- ₹ 6,7120
- 19.21%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,712
- 3Y Return
- 19.21%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,712
- 3Y Return
- 19.21%
- ICICI Pru Large & Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 17,6800
- 18.97%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,680
- 3Y Return
- 18.97%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,680
- 3Y Return
- 18.97%
- UTI-Large & Mid Cap Fund - Direct Growth
- ₹ 500
- ₹ 4,1340
- 18.51%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,134
- 3Y Return
- 18.51%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,134
- 3Y Return
- 18.51%
- HDFC Large and Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 23,8990
- 18.41%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,899
- 3Y Return
- 18.41%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,899
- 3Y Return
- 18.41%
- DSP Equity Opportunities Fund - Direct Growth
- ₹ 100
- ₹ 13,9830
- 17.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 13,983
- 3Y Return
- 17.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 13,983
- 3Y Return
- 17.47%
- Nippon India Vision Fund - Direct Growth
- ₹ 100
- ₹ 5,5880
- 17.37%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,588
- 3Y Return
- 17.37%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,588
- 3Y Return
- 17.37%
- Kotak Equity Opportunities - Direct Growth
- ₹ 100
- ₹ 25,7840
- 16.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,784
- 3Y Return
- 16.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,784
- 3Y Return
- 16.92%
FAQs
Short-term capital gains (STCG) on holdings less than one year are taxed at 15%. Long-term capital gains (LTCG) above ₹1 lakh, for holdings over a year, are taxed at 10% without indexation benefits.
These funds offer a balanced mix of stability from large caps and growth from mid caps, along with diversified portfolio exposure and long-term wealth creation potential.
Large & Mid Cap Mutual Funds are considered moderately high-risk investments due to their exposure to both stable large caps and volatile mid caps.
They are best suited for investors with a long-term horizon, moderate risk tolerance, and seeking balanced growth and stability.