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
|
7,710 | 30.20% | 28.84% | |
Bandhan Core Equity Fund - Direct Growth
|
7,293 | 25.79% | 25.01% | |
Invesco India Large & Mid Cap Fund-Dir Growth
|
6,340 | 24.61% | 23.36% | |
UTI-Large & Mid Cap Fund - Direct Growth
|
4,048 | 23.03% | 24.38% | |
HDFC Large and Mid Cap Fund - Direct Growth
|
23,989 | 23.00% | 24.28% | |
HSBC Large & Mid Cap Fund - Direct Growth
|
3,979 | 22.74% | 23.91% | |
Quant Large and Mid Cap Fund - Direct Growth
|
3,693 | 22.73% | 26.97% | |
ICICI Pru Large & Mid Cap Fund - Direct Growth
|
17,694 | 22.64% | 23.94% | |
Kotak Equity Opportunities - Direct Growth
|
25,649 | 21.92% | 22.75% | |
Nippon India Vision Fund - Direct Growth
|
5,546 | 21.74% | 22.18% |
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
- ₹ 7,7100
- 30.20%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 7,710
- 3Y Return
- 30.20%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 7,710
- 3Y Return
- 30.20%
- Bandhan Core Equity Fund - Direct Growth
- ₹ 100
- ₹ 7,2930
- 25.79%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,293
- 3Y Return
- 25.79%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 7,293
- 3Y Return
- 25.79%
- Invesco India Large & Mid Cap Fund-Dir Growth
- ₹ 100
- ₹ 6,3400
- 24.61%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,340
- 3Y Return
- 24.61%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 6,340
- 3Y Return
- 24.61%
- UTI-Large & Mid Cap Fund - Direct Growth
- ₹ 500
- ₹ 4,0480
- 23.03%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,048
- 3Y Return
- 23.03%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,048
- 3Y Return
- 23.03%
- HDFC Large and Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 23,9890
- 23.00%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,989
- 3Y Return
- 23.00%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 23,989
- 3Y Return
- 23.00%
- HSBC Large & Mid Cap Fund - Direct Growth
- ₹ 500
- ₹ 3,9790
- 22.74%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 3,979
- 3Y Return
- 22.74%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 3,979
- 3Y Return
- 22.74%
- Quant Large and Mid Cap Fund - Direct Growth
- ₹ 1000
- ₹ 3,6930
- 22.73%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,693
- 3Y Return
- 22.73%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 3,693
- 3Y Return
- 22.73%
- ICICI Pru Large & Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 17,6940
- 22.64%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,694
- 3Y Return
- 22.64%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 17,694
- 3Y Return
- 22.64%
- Kotak Equity Opportunities - Direct Growth
- ₹ 100
- ₹ 25,6490
- 21.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,649
- 3Y Return
- 21.92%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 25,649
- 3Y Return
- 21.92%
- Nippon India Vision Fund - Direct Growth
- ₹ 100
- ₹ 5,5460
- 21.74%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,546
- 3Y Return
- 21.74%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 5,546
- 3Y Return
- 21.74%
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