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
Filters
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund - Dir Growth
|
8,713 | 21.66% | 29.28% | |
Bandhan Core Equity Fund - Direct Growth
|
7,967 | 20.72% | 29.96% | |
Invesco India Large & Mid Cap Fund-Dir Growth
|
6,432 | 19.30% | 25.78% | |
ICICI Pru Large & Mid Cap Fund - Direct Growth
|
19,353 | 19.02% | 30.66% | |
UTI-Large & Mid Cap Fund - Direct Growth
|
4,101 | 18.25% | 29.35% | |
DSP Equity Opportunities Fund - Direct Growth
|
13,784 | 17.91% | 26.76% | |
HDFC Large and Mid Cap Fund - Direct Growth
|
23,380 | 16.96% | 29.49% | |
Nippon India Vision Fund - Direct Growth
|
5,467 | 16.69% | 27.11% | |
Kotak Equity Opportunities - Direct Growth
|
24,913 | 15.42% | 26.35% | |
Baroda BNP Paribas Large & Mid Cap Fund - Direct Growth
|
1,453 | 15.33% | - |
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Who Should Invest in Large & Mid Cap Mutual Funds?
Large & Mid Cap Mutual Funds are suitable for investors seeking a balance of stability and growth. They are ideal for:
- 1. Individuals with a long-term investment horizon of around 5 years or more.
- 2. Investors aiming for wealth creation through a mix of large-cap stability and mid-cap growth potential.
- 3. Those with moderate risk tolerance who wish to diversify their portfolio.
- 4. Individuals with investment goals like retirement planning or purchasing a house.
Large & Mid Cap Mutual Funds are generally ideal for those who are looking for a well-rounded investment option. Be sure to conduct research and take an informed decision aligning with your goals and risk tolerance.