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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: 3,72,677 Cr

Best performing Large & Mid Cap Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal Large & Midcap Fund20,159.100.596.56%21.46%18.79%
Invesco India Large & Mid Cap Fund12,387.430.546.22%21.78%16.50%
Bandhan Large & Mid Cap Fund21,020.500.451.79%16.84%16.02%
Quant Large & Mid Cap Fund3,487.470.638.92%14.76%15.20%
HSBC Large & Mid Cap Fund5,931.250.667.45%16.94%13.94%
ICICI Pru Large & Mid Cap Fund33,591.780.682.89%14.11%13.84%
HDFC Large & Mid Cap Fund30,294.020.772.26%11.80%13.27%
UTI Large & Mid Cap Fund6,219.890.820.10%13.73%13.12%
Kotak Large & Mid Cap Fund32,325.480.501.50%12.41%12.83%
SBI Large & Midcap Fund42,335.630.610.39%11.98%12.42%

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Overview of Large & Mid Cap Mutual Funds

Motilal Oswal Large & Midcap Fund
  • AUM
    ₹ 20,159.10 Cr.
  • Base Exp. Ratio
    0.59%
  • 5Y CAGR
    18.79%
Performance
The fund's annualised performance has been 22.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.58% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 41.54% along with the largest allocation towards Others at 17.43%.
Invesco India Large & Mid Cap Fund
  • AUM
    ₹ 12,387.43 Cr.
  • Base Exp. Ratio
    0.54%
  • 5Y CAGR
    16.5%
Performance
The fund's annualised performance has been 17.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.21% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 41.23% along with the largest allocation towards Private Banks at 15.61%.
Bandhan Large & Mid Cap Fund
  • AUM
    ₹ 21,020.50 Cr.
  • Base Exp. Ratio
    0.45%
  • 5Y CAGR
    16.02%
Performance
The fund's annualised performance has been 15.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.62% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 39.73% along with the largest allocation towards Private Banks at 15%.
Quant Large & Mid Cap Fund
  • AUM
    ₹ 3,487.47 Cr.
  • Base Exp. Ratio
    0.63%
  • 5Y CAGR
    15.2%
Performance
The fund's annualised performance has been 17.6% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.66% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 51.12% along with the largest allocation towards Miscellaneous at 21.27%.
HSBC Large & Mid Cap Fund
  • AUM
    ₹ 5,931.25 Cr.
  • Base Exp. Ratio
    0.66%
  • 5Y CAGR
    13.94%
Performance
The fund's annualised performance has been 16.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.17% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 48.84% along with the largest allocation towards Private Banks at 16.52%.
ICICI Pru Large & Mid Cap Fund
  • AUM
    ₹ 33,591.78 Cr.
  • Base Exp. Ratio
    0.68%
  • 5Y CAGR
    13.84%
Performance
The fund's annualised performance has been 15.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.26% vs its category average of 14.68%.
Composition
Mid Cap makes up for the majority of the fund at 44.47% along with the largest allocation towards Specialized Finance at 9.21%.
HDFC Large & Mid Cap Fund
  • AUM
    ₹ 30,294.02 Cr.
  • Base Exp. Ratio
    0.77%
  • 5Y CAGR
    13.27%
Performance
The fund's annualised performance has been 12.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.83% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 42.67% along with the largest allocation towards Private Banks at 14.01%.
UTI Large & Mid Cap Fund
  • AUM
    ₹ 6,219.89 Cr.
  • Base Exp. Ratio
    0.82%
  • 5Y CAGR
    13.12%
Performance
The fund's annualised performance has been 14.02% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.41% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 45.79% along with the largest allocation towards Private Banks at 12.53%.
Kotak Large & Mid Cap Fund
  • AUM
    ₹ 32,325.48 Cr.
  • Base Exp. Ratio
    0.5%
  • 5Y CAGR
    12.83%
Performance
The fund's annualised performance has been 15.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.07% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 51.04% along with the largest allocation towards Private Banks at 12.43%.
SBI Large & Midcap Fund
  • AUM
    ₹ 42,335.63 Cr.
  • Base Exp. Ratio
    0.61%
  • 5Y CAGR
    12.42%
Performance
The fund's annualised performance has been 15.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.05% vs its category average of 14.68%.
Composition
Large Cap makes up for the majority of the fund at 40.68% along with the largest allocation towards Private Banks at 13.73%.
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.