Large & Mid Cap funds in India
72 plans (36 Regular, 36 Direct), rated on their track record against the Nifty Largemidcap 250 total-return index and their peers. Data as of 5 Nov 2026.
At least 35% each in large and mid caps: a middle path between the stability of large companies and the growth of mid-sized ones. SEBI requires large & mid cap funds to invest at least 35% each in large-cap and mid-cap stocks.
₹6.2 lakh
The difference, on ₹10 lakh invested three years ago, between the strongest large & mid cap fund (21.8% a year) and the weakest (5.9% a year). Same category, same SEBI rules, same market. 13 of 26 funds beat the Nifty Largemidcap 250 total-return index over the same period.
Regular plans, to the latest NAV. Past returns, not a forecast.
Regular plans (36)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap FundMotilal Oswal Mutual Fund · 7.0 yrs | A+ | 20.8% | +7.6% | 1.79% | ₹19,326 cr |
| Bandhan Large & Mid Cap FundBandhan Mutual Fund · 18.4 yrs | A+ | 16.7% | +3.4% | 2.25% | ₹20,292 cr |
| Invesco India Large & Mid Cap FundInvesco Mutual Fund · 19.2 yrs | A+ | 21.8% | +8.6% | 1.86% | ₹12,010 cr |
| ICICI Prudential Large & Mid Cap FundICICI Prudential Mutual Fund · 20.6 yrs | A | 14.2% | +1.0% | 1.99% | ₹32,638 cr |
| UTI Large & Mid Cap FundUTI Mutual Fund · 20.6 yrs | A | 14.6% | +1.3% | 1.97% | ₹6,413 cr |
| Nippon India Vision Large & Mid Cap FundNippon India Mutual Fund · 20.6 yrs | A | 14.4% | +1.2% | 2.22% | ₹7,698 cr |
| HSBC Large & Mid Cap FundHSBC Mutual Fund · 7.6 yrs | A | 17.1% | +3.9% | 2.40% | ₹5,668 cr |
| Axis Large & Mid Cap FundAxis Mutual Fund · 8.0 yrs | A | 14.6% | +1.3% | 1.85% | ₹16,881 cr |
| Kotak Large & Mid Cap FundKotak Mahindra Mutual Fund · 20.6 yrs | B | 13.2% | -0.0% | 1.65% | ₹31,891 cr |
| Quant Large & Mid Cap Fundquant Mutual Fund · 19.8 yrs | B | 14.7% | +1.4% | 2.30% | ₹3,477 cr |
| DSP Large & Mid Cap FundDSP Mutual Fund · 20.6 yrs | B | 13.3% | +0.1% | 1.84% | ₹18,129 cr |
| SBI Large & Midcap FundSBI Mutual Fund · 20.6 yrs | B | 12.7% | -0.6% | 1.65% | ₹41,910 cr |
| HDFC Large & Mid Cap FundHDFC Mutual Fund · 12.4 yrs | B | 12.7% | -0.6% | 1.61% | ₹29,864 cr |
| Baroda BNP Paribas Large and Mid Cap fundBaroda BNP Paribas Mutual Fund · 6.1 yrs | B | 13.8% | +0.6% | 2.31% | ₹1,831 cr |
| Edelweiss Large & Mid Cap FundEdelweiss Mutual Fund · 9.9 yrs | B | 13.4% | +0.1% | 2.04% | ₹4,806 cr |
| Bank Of India Large & Mid Cap FundBank of India Mutual Fund · 18.0 yrs | B | 13.9% | +0.6% | 2.76% | ₹518 cr |
| Canara Robeco Large and Mid Cap FundCanara Robeco Mutual Fund · 20.6 yrs | C | 13.1% | -0.2% | 1.77% | ₹25,850 cr |
| Sundaram Large and Midcap FundSundaram Mutual Fund · 19.7 yrs | C | 13.1% | -0.1% | 2.25% | ₹7,300 cr |
| Mahindra Manulife Large & Mid Cap FundMahindra Manulife Mutual Fund · 6.8 yrs | C | 11.8% | -1.5% | 2.18% | ₹2,848 cr |
| Mirae Asset Large & Midcap FundMirae Asset Mutual Fund · 16.3 yrs | C | 12.0% | -1.2% | 1.76% | ₹44,976 cr |
| Union Large & Midcap FundUnion Mutual Fund · 6.9 yrs | C | 12.5% | -0.7% | 2.55% | ₹991 cr |
| LIC MF Large & Mid Cap FundLIC Mutual Fund · 11.7 yrs | C | 12.4% | -0.9% | 2.63% | ₹3,124 cr |
| Franklin India Large & Mid Cap FundFranklin Templeton Mutual Fund · 20.6 yrs | C | 11.2% | -2.1% | 2.26% | ₹3,548 cr |
| Tata Large & Mid Cap FundTata Mutual Fund · 20.6 yrs | C | 5.9% | -7.3% | 1.83% | ₹7,772 cr |
| Aditya Birla Sun Life Large & Mid Cap FundAditya Birla Sun Life Mutual Fund · 20.6 yrs | C | 11.8% | -1.5% | 2.01% | ₹5,842 cr |
| Navi Large & Midcap FundNavi Mutual Fund · 10.9 yrs | C | 9.3% | -4.0% | 2.53% | ₹310 cr |
| Abakkus Large & Mid Cap FundAbakkus Mutual Fund · 0.2 yrs | – | – | – | 3.34% | ₹276 cr |
| Bajaj Finserv Large & Mid Cap FundBajaj Finserv Mutual Fund · 2.7 yrs | – | – | – | 2.57% | ₹2,427 cr |
| Helios Large & Mid Cap FundHelios Mutual Fund · 2.0 yrs | – | – | – | 2.47% | ₹1,428 cr |
| ITI Large & Mid Cap FundITI Mutual Fund · 2.1 yrs | – | – | – | 2.62% | ₹731 cr |
| JM Large & Mid Cap FundJM Financial Mutual Fund · 1.3 yrs | – | – | – | 2.72% | ₹453 cr |
| PGIM India Large and Midcap FundPGIM India Mutual Fund · 2.7 yrs | – | – | – | 2.51% | ₹819 cr |
| Samco Large & Mid Cap FundSamco Mutual Fund · 1.3 yrs | – | – | – | 3.81% | ₹100 cr |
| Trustmf Large & Midcap FundTrust Mutual Fund · 0.3 yrs | – | – | – | 3.81% | ₹270 cr |
| The Wealth Company Large & Mid Cap FundThe Wealth Company Mutual Fund · 0.4 yrs | – | – | – | 3.82% | ₹106 cr |
| WhiteOak Capital Large & Mid Cap FundWhiteOak Capital Mutual Fund · 2.9 yrs | – | – | – | 2.34% | ₹2,449 cr |
Direct plans (36)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| Bandhan Large & Mid Cap FundBandhan Mutual Fund · 13.8 yrs | A+ | 18.1% | +4.8% | 1.13% | ₹20,292 cr |
| Motilal Oswal Large and Midcap FundMotilal Oswal Mutual Fund · 7.0 yrs | A+ | 22.2% | +9.0% | 0.92% | ₹19,326 cr |
| Invesco India Large & Mid Cap FundInvesco Mutual Fund · 13.8 yrs | A+ | 23.2% | +9.9% | 0.78% | ₹12,010 cr |
| UTI Large & Mid Cap FundUTI Mutual Fund · 13.8 yrs | A | 15.6% | +2.4% | 1.15% | ₹6,413 cr |
| ICICI Prudential Large & Mid Cap FundICICI Prudential Mutual Fund · 13.8 yrs | A | 15.2% | +1.9% | 1.23% | ₹32,638 cr |
| HSBC Large & Mid Cap FundHSBC Mutual Fund · 7.6 yrs | A | 18.4% | +5.1% | 1.31% | ₹5,668 cr |
| Kotak Large & Mid Cap FundKotak Mahindra Mutual Fund · 13.8 yrs | A | 14.4% | +1.2% | 0.66% | ₹31,891 cr |
| Edelweiss Large & Mid Cap FundEdelweiss Mutual Fund · 9.9 yrs | A | 15.0% | +1.7% | 0.69% | ₹4,806 cr |
| Axis Large & Mid Cap FundAxis Mutual Fund · 8.0 yrs | B | 15.8% | +2.6% | 0.80% | ₹16,881 cr |
| Nippon India Vision Large & Mid Cap FundNippon India Mutual Fund · 13.8 yrs | B | 15.1% | +1.9% | 1.50% | ₹7,698 cr |
| Baroda BNP Paribas Large and Mid Cap fundBaroda BNP Paribas Mutual Fund · 6.1 yrs | B | 15.3% | +2.0% | 1.09% | ₹1,831 cr |
| DSP Large & Mid Cap FundDSP Mutual Fund · 13.8 yrs | B | 14.5% | +1.3% | 0.80% | ₹18,129 cr |
| Quant Large & Mid Cap Fundquant Mutual Fund · 13.8 yrs | B | 16.1% | +2.9% | 1.24% | ₹3,477 cr |
| SBI Large & Midcap FundSBI Mutual Fund · 13.8 yrs | B | 13.6% | +0.4% | 0.85% | ₹41,910 cr |
| HDFC Large & Mid Cap FundHDFC Mutual Fund · 12.4 yrs | B | 13.6% | +0.3% | 0.92% | ₹29,864 cr |
| Bank Of India Large & Mid Cap FundBank of India Mutual Fund · 13.8 yrs | B | 14.4% | +1.2% | 1.39% | ₹518 cr |
| Mahindra Manulife Large & Mid Cap FundMahindra Manulife Mutual Fund · 6.8 yrs | B | 13.4% | +0.2% | 0.83% | ₹2,848 cr |
| Sundaram Large and Midcap FundSundaram Mutual Fund · 13.8 yrs | B | 14.3% | +1.1% | 1.20% | ₹7,300 cr |
| Canara Robeco Large and Mid Cap FundCanara Robeco Mutual Fund · 13.8 yrs | B | 14.2% | +1.0% | 0.77% | ₹25,850 cr |
| Union Large & Midcap FundUnion Mutual Fund · 6.9 yrs | C | 14.0% | +0.8% | 1.29% | ₹991 cr |
| LIC MF Large & Mid Cap FundLIC Mutual Fund · 11.7 yrs | C | 13.8% | +0.6% | 1.41% | ₹3,124 cr |
| Mirae Asset Large & Midcap FundMirae Asset Mutual Fund · 13.8 yrs | C | 13.1% | -0.1% | 0.86% | ₹44,976 cr |
| Tata Large & Mid Cap FundTata Mutual Fund · 13.8 yrs | C | 7.1% | -6.1% | 0.77% | ₹7,772 cr |
| Navi Large & Midcap FundNavi Mutual Fund · 10.9 yrs | C | 11.4% | -1.9% | 0.65% | ₹310 cr |
| Franklin India Large & Mid Cap FundFranklin Templeton Mutual Fund · 13.8 yrs | C | 11.9% | -1.3% | 1.59% | ₹3,548 cr |
| Aditya Birla Sun Life Large & Mid Cap FundAditya Birla Sun Life Mutual Fund · 13.8 yrs | C | 12.7% | -0.6% | 1.28% | ₹5,842 cr |
| Abakkus Large & Mid Cap FundAbakkus Mutual Fund · 0.2 yrs | – | – | – | 1.85% | ₹276 cr |
| Bajaj Finserv Large & Mid Cap FundBajaj Finserv Mutual Fund · 2.7 yrs | – | – | – | 1.15% | ₹2,427 cr |
| Helios Large & Mid Cap FundHelios Mutual Fund · 2.0 yrs | – | – | – | 0.95% | ₹1,428 cr |
| ITI Large & Mid Cap FundITI Mutual Fund · 2.1 yrs | – | – | – | 1.04% | ₹731 cr |
| JM Large & Mid Cap FundJM Financial Mutual Fund · 1.3 yrs | – | – | – | 1.04% | ₹453 cr |
| PGIM India Large and Midcap FundPGIM India Mutual Fund · 2.7 yrs | – | – | – | 0.87% | ₹819 cr |
| Samco Large & Mid Cap FundSamco Mutual Fund · 1.3 yrs | – | – | – | 2.32% | ₹100 cr |
| Trustmf Large & Midcap FundTrust Mutual Fund · 0.3 yrs | – | – | – | 1.90% | ₹270 cr |
| The Wealth Company Large & Mid Cap FundThe Wealth Company Mutual Fund · 0.4 yrs | – | – | – | 1.80% | ₹106 cr |
| WhiteOak Capital Large & Mid Cap FundWhiteOak Capital Mutual Fund · 2.9 yrs | – | – | – | 0.89% | ₹2,449 cr |
Common questions
What does a large & mid cap fund invest in?
SEBI requires large & mid cap funds to invest at least 35% each in large-cap and mid-cap stocks.
How many large & mid cap funds beat their index over 3 years?
13 of 26 large & mid cap funds (Regular plans with 3 years of history) beat the Nifty Largemidcap 250 total-return index over the 3 years to 5 Nov 2026.
How are these funds rated?
Each fund is compared only with funds in its category and plan type, on its long-run return over the index, risk-adjusted return, consistency, cost and portfolio. The ratings describe the track record so far; our own backtest found they do not predict future returns.
Ratings describe past track records and are not a recommendation to buy or sell. Read the scheme documents before investing.