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Large & Mid Cap Mutual Funds

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 36
  • 💰 Total AUM: 3,62,948 Cr

Best performing Large & Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal Large & Midcap Fund18,444.810.8914.67%24.35%19.97%
Invesco India Large & Mid Cap Fund11,746.400.8312.70%25.07%18.81%
ICICI Pru Large & Mid Cap Fund32,706.251.1610.02%18.16%18.18%
Bandhan Large & Mid Cap Fund18,783.251.268.68%20.28%17.96%
Quant Large & Mid Cap Fund3,449.511.2814.53%17.13%17.48%
HDFC Large and Mid Cap Fund30,098.860.906.80%15.61%16.50%
HSBC Large & Mid Cap Fund5,479.111.4715.67%20.13%16.35%
UTI Large & Mid Cap Fund6,406.531.058.27%17.50%15.60%
Kotak Large & Midcap Fund32,050.320.667.82%16.03%15.19%
SBI Large & Midcap Fund42,325.050.829.80%15.09%15.08%

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Overview of Large & Mid Cap Mutual Funds

Motilal Oswal Large & Midcap Fund
  • AUM
    ₹ 18,444.81 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    19.97%
Performance
The fund's annualised performance has been 22.89% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.36% vs its category average of 14.33%.
Composition
Mid Cap makes up for the majority of the fund at 38.39% along with the largest allocation towards Electrical Components & Equipments at 16.92%.
Invesco India Large & Mid Cap Fund
  • AUM
    ₹ 11,746.40 Cr.
  • Expense Ratio
    0.83%
  • 5Y CAGR
    18.81%
Performance
The fund's annualised performance has been 18.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.26% vs its category average of 14.33%.
Composition
Mid Cap makes up for the majority of the fund at 43.38% along with the largest allocation towards Private Banks at 14.83%.
ICICI Pru Large & Mid Cap Fund
  • AUM
    ₹ 32,706.25 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    18.18%
Performance
The fund's annualised performance has been 16.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.68% vs its category average of 14.33%.
Composition
Mid Cap makes up for the majority of the fund at 44.73% along with the largest allocation towards Specialized Finance at 9.61%.
Bandhan Large & Mid Cap Fund
  • AUM
    ₹ 18,783.25 Cr.
  • Expense Ratio
    1.26%
  • 5Y CAGR
    17.96%
Performance
The fund's annualised performance has been 15.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.53% vs its category average of 14.33%.
Composition
Mid Cap makes up for the majority of the fund at 39.89% along with the largest allocation towards Private Banks at 16.07%.
Quant Large & Mid Cap Fund
  • AUM
    ₹ 3,449.51 Cr.
  • Expense Ratio
    1.28%
  • 5Y CAGR
    17.48%
Performance
The fund's annualised performance has been 18.13% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.45% vs its category average of 14.33%.
Composition
Large Cap makes up for the majority of the fund at 65.02% along with the largest allocation towards Miscellaneous at 16.25%.
HDFC Large and Mid Cap Fund
  • AUM
    ₹ 30,098.86 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    16.5%
Performance
The fund's annualised performance has been 13.5% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.84% vs its category average of 14.33%.
Composition
Large Cap makes up for the majority of the fund at 43.37% along with the largest allocation towards Private Banks at 14.05%.
HSBC Large & Mid Cap Fund
  • AUM
    ₹ 5,479.11 Cr.
  • Expense Ratio
    1.47%
  • 5Y CAGR
    16.35%
Performance
The fund's annualised performance has been 17.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.82% vs its category average of 14.33%.
Composition
Large Cap makes up for the majority of the fund at 44.71% along with the largest allocation towards Private Banks at 19.77%.
UTI Large & Mid Cap Fund
  • AUM
    ₹ 6,406.53 Cr.
  • Expense Ratio
    1.05%
  • 5Y CAGR
    15.6%
Performance
The fund's annualised performance has been 14.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.49% vs its category average of 14.33%.
Composition
Large Cap makes up for the majority of the fund at 47.92% along with the largest allocation towards Private Banks at 13.55%.
Kotak Large & Midcap Fund
  • AUM
    ₹ 32,050.32 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    15.19%
Performance
The fund's annualised performance has been 16.68% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.98% vs its category average of 14.33%.
Composition
Large Cap makes up for the majority of the fund at 52.92% along with the largest allocation towards Private Banks at 12.53%.
SBI Large & Midcap Fund
  • AUM
    ₹ 42,325.05 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    15.08%
Performance
The fund's annualised performance has been 16.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.01% vs its category average of 14.33%.
Composition
Mid Cap makes up for the majority of the fund at 40.42% along with the largest allocation towards Private Banks at 13.85%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.