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 | 23.60% | 24.13% | |
Quant Large and Mid Cap Fund - Direct Growth
|
3,658 | 22.87% | 25.10% | |
Bandhan Core Equity Fund - Direct Growth
|
7,641 | 22.69% | 22.07% | |
ICICI Pru Large & Mid Cap Fund - Direct Growth
|
17,680 | 21.22% | 22.71% | |
UTI-Large & Mid Cap Fund - Direct Growth
|
4,134 | 20.78% | 21.72% | |
Invesco India Large & Mid Cap Fund-Dir Growth
|
6,712 | 20.64% | 20.03% | |
HDFC Large and Mid Cap Fund - Direct Growth
|
23,899 | 20.47% | 21.95% | |
Nippon India Vision Fund - Direct Growth
|
5,588 | 19.62% | 20.00% | |
DSP Equity Opportunities Fund - Direct Growth
|
13,983 | 19.10% | 19.61% | |
Kotak Equity Opportunities - Direct Growth
|
25,784 | 18.84% | 19.59% |
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
- 23.60%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 9,001
- 3Y Return
- 23.60%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 9,001
- 3Y Return
- 23.60%
- Quant Large and Mid Cap Fund - Direct Growth
- ₹ 1000
- ₹ 3,6580
- 22.87%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,658
- 3Y Return
- 22.87%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,658
- 3Y Return
- 22.87%
- Bandhan Core Equity Fund - Direct Growth
- ₹ 100
- ₹ 7,6410
- 22.69%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,641
- 3Y Return
- 22.69%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,641
- 3Y Return
- 22.69%
- ICICI Pru Large & Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 17,6800
- 21.22%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,680
- 3Y Return
- 21.22%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,680
- 3Y Return
- 21.22%
- UTI-Large & Mid Cap Fund - Direct Growth
- ₹ 500
- ₹ 4,1340
- 20.78%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,134
- 3Y Return
- 20.78%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,134
- 3Y Return
- 20.78%
- Invesco India Large & Mid Cap Fund-Dir Growth
- ₹ 100
- ₹ 6,7120
- 20.64%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,712
- 3Y Return
- 20.64%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,712
- 3Y Return
- 20.64%
- HDFC Large and Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 23,8990
- 20.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,899
- 3Y Return
- 20.47%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,899
- 3Y Return
- 20.47%
- Nippon India Vision Fund - Direct Growth
- ₹ 100
- ₹ 5,5880
- 19.62%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,588
- 3Y Return
- 19.62%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,588
- 3Y Return
- 19.62%
- DSP Equity Opportunities Fund - Direct Growth
- ₹ 100
- ₹ 13,9830
- 19.10%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 13,983
- 3Y Return
- 19.10%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 13,983
- 3Y Return
- 19.10%
- Kotak Equity Opportunities - Direct Growth
- ₹ 100
- ₹ 25,7840
- 18.84%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,784
- 3Y Return
- 18.84%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,784
- 3Y Return
- 18.84%
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.
- Aggressive Hybrid
- Arbitrage
- Balanced Hybrid
- Banking and PSU
- Childrens
- Conservative Hybrid
- Contra
- Corporate Bond
- Credit Risk
- Dividend Yield
- Dynamic Asset
- Dynamic Bond
- ELSS
- Equity Savings
- Fixed Maturity Plans
- Flexi Cap
- Floater
- Focused
- FoFs Domestic
- FoFs Overseas
- Gilt Fund with 10 year
- Gilt
- Index
- Large & Mid Cap
- Large Cap
- Liquid
- Long Duration
- Low Duration
- Medium Duration
- Medium to Long Duration
- Mid Cap
- Money Market
- Multi Asset Allocation
- Multi Cap
- Overnight
- Passive ELSS
- Retirement
- Sectoral / Thematic
- Short Duration
- Small Cap
- Ultra Short Duration
- Value