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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: 32
  • 💰 Total AUM: 2,96,819 Cr

Best performing Large & Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal Large & Midcap Fund11,816.300.6411.23%30.78%30.79%
ICICI Pru Large & Mid Cap Fund22,856.590.773.29%23.00%28.57%
Bandhan Large & Mid Cap Fund9,735.360.562.35%26.47%28.34%
HDFC Large and Mid Cap Fund25,257.720.850.17%22.70%28.06%
UTI Large & Mid Cap Fund4,866.111.051.41%23.50%27.18%
Invesco India Large & Mid Cap Fund7,273.570.6812.76%28.02%26.58%
SBI Large & Midcap Fund32,353.680.734.31%20.48%25.92%
Quant Large & Mid Cap Fund3,840.480.6410.99%21.02%25.56%
Mahindra Manulife Large & Mid Cap Fund2,765.300.450.68%19.84%25.55%
Nippon India Vision Large & Mid Cap Fund6,197.991.311.64%22.40%25.36%

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Overview of Large & Mid Cap Mutual Funds

Motilal Oswal Large & Midcap Fund
  • AUM
    ₹ 11,816.30 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    30.79%
Performance
The fund's annualised performance has been 25.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.22% vs its category average of 15.79%.
Composition
Mid Cap makes up for the majority of the fund at 39.07% along with the largest allocation towards Electrical Components & Equipments at 25.77%.
ICICI Pru Large & Mid Cap Fund
  • AUM
    ₹ 22,856.59 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    28.57%
Performance
The fund's annualised performance has been 16.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.8% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 44.64% along with the largest allocation towards Private Banks at 9.91%.
Bandhan Large & Mid Cap Fund
  • AUM
    ₹ 9,735.36 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    28.34%
Performance
The fund's annualised performance has been 16.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.77% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 43.84% along with the largest allocation towards Private Banks at 14.66%.
HDFC Large and Mid Cap Fund
  • AUM
    ₹ 25,257.72 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    28.06%
Performance
The fund's annualised performance has been 14.23% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.42% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 48.61% along with the largest allocation towards Private Banks at 15.52%.
UTI Large & Mid Cap Fund
  • AUM
    ₹ 4,866.11 Cr.
  • Expense Ratio
    1.05%
  • 5Y CAGR
    27.18%
Performance
The fund's annualised performance has been 15.43% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.48% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 46.18% along with the largest allocation towards Private Banks at 16.16%.
Invesco India Large & Mid Cap Fund
  • AUM
    ₹ 7,273.57 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    26.58%
Performance
The fund's annualised performance has been 18.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.24% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 47.09% along with the largest allocation towards Specialized Finance at 14.36%.
SBI Large & Midcap Fund
  • AUM
    ₹ 32,353.68 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    25.92%
Performance
The fund's annualised performance has been 17.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.11% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 50.54% along with the largest allocation towards Private Banks at 17.54%.
Quant Large & Mid Cap Fund
  • AUM
    ₹ 3,840.48 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    25.56%
Performance
The fund's annualised performance has been 18.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.06% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 53.31% along with the largest allocation towards Oil & Gas - Refining & Marketing at 9.81%.
Mahindra Manulife Large & Mid Cap Fund
  • AUM
    ₹ 2,765.30 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    25.55%
Performance
The fund's annualised performance has been 21.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.17% vs its category average of 15.79%.
Composition
Mid Cap makes up for the majority of the fund at 43.28% along with the largest allocation towards Pharmaceuticals at 12.43%.
Nippon India Vision Large & Mid Cap Fund
  • AUM
    ₹ 6,197.99 Cr.
  • Expense Ratio
    1.31%
  • 5Y CAGR
    25.36%
Performance
The fund's annualised performance has been 14.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.47% vs its category average of 15.79%.
Composition
Large Cap makes up for the majority of the fund at 61.1% along with the largest allocation towards Private Banks at 14.97%.
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.