Best Large & Mid Cap Fund Mutual Funds
Large & Mid Cap funds must hold at least 35% in large-cap and 35% in mid-cap stocks. They pair the relative stability of India's biggest companies with the higher growth potential — and higher volatility — of mid-sized ones.
We currently track 38 direct-plan Large & Mid Cap Fund schemes from 36 fund houses with a median 5-year CAGR of 10.6%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.
Showing 38 of 38 schemes · sorted by Y5 high to low · page 1 of 1
- Motilal Oswal Large and Midcap Fund - Direct Plan - GrowthMotilal Oswal · Equity₹40.19#11Y+5.69%3Y+20.82%5Y+18.23%10Y—
- Invesco India Large & Mid Cap Fund - Direct Plan - GrowthInvesco · Equity₹125.00#21Y+2.31%3Y+20.50%5Y+15.48%10Y+16.85%
- Bandhan Large & Mid Cap Fund - Direct Plan - GrowthBandhan · Equity₹159.13#31Y+0.04%3Y+15.95%5Y+14.97%10Y+15.59%
- Quant Large & Mid Cap Fund - Direct Plan - Growth OptionQuant · Equity₹131.97#41Y+6.20%3Y+13.23%5Y+13.84%10Y+15.31%
- HSBC Large & Mid Cap Fund - Direct Plan - GrowthHSBC · Equity₹31.95#51Y+5.37%3Y+16.22%5Y+13.11%10Y—
- ICICI Prudential Large & Mid Cap Fund - Direct Plan - GrowthICICI Prudential · Equity₹1,083.56#61Y-5.36%3Y+12.80%5Y+12.79%10Y+14.82%
- HDFC Large & Mid Cap Fund - Direct Plan - Growth OptionHDFC · Equity₹347.08#71Y-4.41%3Y+10.97%5Y+12.17%10Y+14.23%
- UTI Large & Mid Cap Fund - Direct Plan - GrowthUTI · Equity₹187.35#81Y-2.88%3Y+12.49%5Y+12.01%10Y+13.39%
- Kotak Large & Mid Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹381.90#91Y-4.38%3Y+11.05%5Y+11.79%10Y+14.59%
- Edelweiss Large & Mid Cap Fund - Direct Plan - GrowthEdelweiss · Equity₹102.30#101Y-0.43%3Y+12.51%5Y+11.37%10Y—
- SBI LARGE & MIDCAP FUND - Direct Plan - GrowthSBI · Equity₹662.35#111Y-2.53%3Y+11.06%5Y+11.37%10Y+13.94%
- Nippon India Vision Large & Mid Cap Fund - Direct Plan - Growth OptionNippon India · Equity₹1,529.93#121Y-4.38%3Y+12.76%5Y+11.06%10Y+12.49%
- Sundaram Large and Midcap Fund - Direct Plan - GROWTHSundaram · Equity₹100.44#131Y+2.88%3Y+12.95%5Y+10.73%10Y+14.68%
- Mahindra Manulife Large & Mid Cap Fund - Direct Plan - GrowthMahindra Manulife · Equity₹29.83#141Y+0.03%3Y+10.31%5Y+10.67%10Y—
- Axis Large & Mid Cap Fund - Direct Plan - Growth OptionAxis · Equity₹37.48#151Y+2.49%3Y+13.76%5Y+10.62%10Y—
- Baroda BNP Paribas Large and Mid Cap fund - Direct Plan - Growth OptionBaroda BNP Paribas · Equity₹28.61#161Y-1.31%3Y+12.42%5Y+10.54%10Y—
- Motilal Oswal Large and Midcap FundMotilal Oswal · Equity₹28.41#171Y-1.69%3Y+12.90%5Y+10.32%10Y—
- BANK OF INDIA LARGE & MID CAP FUND - Direct Plan - GrowthBank of India · Equity₹103.00#181Y+1.50%3Y+11.85%5Y+10.30%10Y+12.65%
- DSP Large & Mid Cap Fund - Direct Plan - GrowthDSP · Equity₹653.01#191Y-5.80%3Y+11.42%5Y+10.27%10Y+13.72%
- Union Large & Midcap Fund - Direct Plan - Growth OptionUnion · Equity₹28.41#201Y+1.21%3Y+11.76%5Y+10.01%10Y—
- BANK OF INDIA LARGE & MID CAP FUND - GrowthBank of India · Equity₹97.88#211Y+0.89%3Y+11.30%5Y+9.74%10Y+12.11%
- LIC MF Large & Mid Cap Fund - Direct Plan - GrowthLIC · Equity₹43.30#221Y-2.93%3Y+11.89%5Y+9.57%10Y+13.76%
- Navi Large & Midcap Fund - Direct Plan - GrowthNavi · Equity₹42.55#231Y+0.34%3Y+8.84%5Y+9.21%10Y+13.11%
- Mirae Asset Large & Midcap Fund - Direct Plan - GrowthMirae Asset · Equity₹166.98#241Y-3.18%3Y+9.88%5Y+8.76%10Y+15.37%
- Canara Robeco Large and Mid Cap Fund - Direct Plan - GROWTH OPTIONCanara Robeco · Equity₹280.27#251Y-5.28%3Y+10.78%5Y+8.71%10Y+14.30%
- Tata Large & Mid Cap Fund - Direct Plan - Growth OptionTata · Equity₹534.37#261Y-9.79%3Y+5.19%5Y+7.92%10Y+11.95%
- Franklin India Large & Mid Cap Fund - Direct Plan - GrowthFranklin Templeton · Equity₹196.80#271Y-6.81%3Y+9.42%5Y+7.69%10Y+11.12%
- Aditya Birla Sun Life Large & Mid Cap Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹1,012.61#281Y+0.56%3Y+9.65%5Y+5.85%10Y+10.85%
- WhiteOak Capital Large & Mid Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹13.62#291Y-0.55%3Y—5Y—10Y—
- PGIM India Large and Midcap Fund - Direct Plan - Direct GrowthPGIM India · Equity₹12.54#301Y-3.61%3Y—5Y—10Y—
- Bajaj Finserv Large & Mid Cap Fund - Direct Plan - GrowthBajaj Finserv · Equity₹12.14#311Y-2.07%3Y—5Y—10Y—
- ITI Large & Mid Cap Fund - Direct Plan - Growth OptionITI · Equity₹9.94#321Y+0.47%3Y—5Y—10Y—
- Helios Large & Mid Cap Fund - Direct Plan - GrowthHelios · Equity₹11.10#331Y-0.36%3Y—5Y—10Y—
- Samco Large & Mid Cap Fund - Direct Plan - GrowthSamco · Equity₹8.75#341Y-6.91%3Y—5Y—10Y—
- JM Large & Mid Cap Fund - Direct Plan - Growth OptionJM Financial · Equity₹10.39#351Y-0.16%3Y—5Y—10Y—
- The Wealth Company Large & Mid Cap Fund - Direct Plan - GrowthThe Wealth Company · Equity₹9.89#361Y—3Y—5Y—10Y—
- TRUSTMF LARGE & MIDCAP FUND - Direct Plan - GrowthTrust · Equity₹9.75#371Y—3Y—5Y—10Y—
- Abakkus Large & Mid Cap Fund - Direct Plan - GrowthAbakkus · Equity₹9.36#381Y—3Y—5Y—10Y—
Large & Mid Cap Fund funds — frequently asked questions
Which Large & Mid Cap Fund fund has the highest 5-year CAGR?
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth currently leads the Large & Mid Cap Fund category with a 5-year CAGR of 18.2%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.
What is a good 5-year return for a Large & Mid Cap Fund fund?
Across the 38 Large & Mid Cap Fund schemes we track, the median 5-year CAGR is 10.6%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.
How is CAGR calculated on this page?
CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.
Why does this list only show direct plans?
Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.