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

This fund category provides a balanced approach, bridging the gap between pure large-cap and mid-cap funds. It combines the aggressive growth potential of mid-caps with the stability of large-caps. This translates to a diversified portfolio with modest risk levels for investors looking to build wealth.

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Large & Mid Cap Mutual Funds List

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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

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 9,001
  • 3Y Return
  • 23.83%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 7,641
  • 3Y Return
  • 20.58%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 3,658
  • 3Y Return
  • 20.47%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,712
  • 3Y Return
  • 19.21%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 17,680
  • 3Y Return
  • 18.97%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 4,134
  • 3Y Return
  • 18.51%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 23,899
  • 3Y Return
  • 18.41%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 13,983
  • 3Y Return
  • 17.47%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 5,588
  • 3Y Return
  • 17.37%

  • 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.

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