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.)
  • ₹ 7,710
  • 3Y Return
  • 30.20%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 7,293
  • 3Y Return
  • 25.79%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,340
  • 3Y Return
  • 24.61%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 4,048
  • 3Y Return
  • 23.03%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 23,989
  • 3Y Return
  • 23.00%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 3,979
  • 3Y Return
  • 22.74%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 3,693
  • 3Y Return
  • 22.73%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 17,694
  • 3Y Return
  • 22.64%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 25,649
  • 3Y Return
  • 21.92%

  • 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.

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