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Large & Mid Cap Mutual Funds

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: 26
  • 💰 Total AUM: 1,65,556 Cr

Best performing Large & Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Large & Mid Cap Mutual Funds

Quant Large & Mid Cap Fund
  • AUM
    ₹ 1,296.16 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    23.09%
Performance
The fund's annualised performance has been 19.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13% vs its category average of 9.9%.
Composition
Mid Cap makes up for the majority of the fund at 44.68% along with the largest allocation towards Oil & Gas - Refining & Marketing at 18.74%.
Axis Growth Opp Fund
  • AUM
    ₹ 9,621.81 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    21.48%
Performance
The fund's annualised performance has been 21.31% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.54% vs its category average of 9.9%.
Composition
Mid Cap makes up for the majority of the fund at 39.73% along with the largest allocation towards Specialized Finance at 15.54%.
Mirae Asset Emerging Bluechip
  • AUM
    ₹ 28,103.78 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    21.22%
Performance
The fund's annualised performance has been 22.92% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.73% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 53.39% along with the largest allocation towards Private Banks at 17.01%.
HDFC Large and Mid Cap Fund
  • AUM
    ₹ 11,883.08 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    21.14%
Performance
The fund's annualised performance has been 13.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.34% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 51.04% along with the largest allocation towards Private Banks at 14.01%.
ICICI Pru Large & Mid Cap Fund
  • AUM
    ₹ 8,847.08 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    20.68%
Performance
The fund's annualised performance has been 16.49% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.78% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 56.62% along with the largest allocation towards Private Banks at 13.85%.
Kotak Equity Opp Fund
  • AUM
    ₹ 16,502.69 Cr.
  • Expense Ratio
    0.53%
  • 5Y CAGR
    20.18%
Performance
The fund's annualised performance has been 17.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.7% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 52.27% along with the largest allocation towards Private Banks at 11.11%.
Edelweiss Large & Mid Cap Fund
  • AUM
    ₹ 2,436.70 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    20.05%
Performance
The fund's annualised performance has been 16.67% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.93% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 45.16% along with the largest allocation towards IT Services & Consulting at 10.26%.
DSP Equity Opportunities Fund
  • AUM
    ₹ 8,849.88 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    19.32%
Performance
The fund's annualised performance has been 17.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.83% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 52.13% along with the largest allocation towards Private Banks at 16.16%.
Bandhan Core Equity Fund
  • AUM
    ₹ 2,889.52 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    19.21%
Performance
The fund's annualised performance has been 15.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.89% vs its category average of 9.9%.
Composition
Large Cap makes up for the majority of the fund at 45.5% along with the largest allocation towards Private Banks at 12.34%.
SBI Large & Midcap Fund
  • AUM
    ₹ 17,175.44 Cr.
  • Expense Ratio
    0.83%
  • 5Y CAGR
    19.09%
Performance
The fund's annualised performance has been 17.41% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.59% vs its category average of 9.9%.
Composition
Mid Cap makes up for the majority of the fund at 40.63% along with the largest allocation towards Private Banks at 10.04%.
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.