Large and mid cap mutual funds invest in both large cap (top 100) and mid cap (101-250) companies, with a minimum 35% allocation to each segment. This combination offers the stability of large caps along with the growth potential of mid caps, making them a balanced choice for investors seeking better returns than pure large cap funds without the full volatility of mid cap funds.
These funds bridge the gap between conservative large cap investing and aggressive mid cap investing. They are well-suited for investors with a 5-7 year horizon who want to participate in mid cap growth while maintaining a large cap safety net.
| # | Fund Name | NAV (₹) | 1Y Return ▼ | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| 1 | HSBC Large & Mid Cap Fund | 31.72 | +11.61% | +20.68% | +16.99% |
| 2 | Helios Large & Mid Cap Fund - Direct Plan - Growth Option | 11.08 | +6.24% | — | — |
| 3 | Bandhan Large & Mid Cap Fund | 160.54 | +5.00% | +22.41% | +18.51% |
| 4 | quant Large & Mid Cap Fund - Growth Option | 135.44 | +4.76% | +19.75% | +17.36% |
| 5 | Motilal Oswal Large and Midcap Fund | 38.72 | +4.56% | +25.28% | +20.95% |
| 6 | SBI LARGE & MIDCAP FUND | 683.26 | +4.42% | +15.42% | +15.07% |
| 7 | Invesco India Large & Mid Cap Fund | 120.68 | +3.92% | +23.37% | +18.13% |
| 8 | Axis Large & Mid Cap Fund | 36.74 | +3.76% | +16.34% | +15.01% |
| 9 | BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth | 102.50 | +2.88% | +16.06% | +13.84% |
| 10 | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | 13.66 | +2.31% | — | — |
| 11 | Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option | 102.78 | +2.09% | +16.91% | +15.17% |
| 12 | Aditya Birla Sun Life Large & Mid Cap Fund - Growth | 1,002.25 | +0.87% | +13.16% | +9.78% |
| 13 | ICICI Prudential Large & Mid Cap Fund | 1,107.43 | +0.72% | +18.21% | +18.09% |
| 14 | Mirae Asset Large & Midcap Fund | 169.40 | +0.53% | +15.15% | +12.61% |
| 15 | Sundaram Large and Midcap Fund Direct Plan - Growth | 95.70 | +0.53% | +14.55% | +13.78% |
| 16 | Union Large & Midcap Fund - Direct Plan - Growth Option | 27.47 | +0.33% | +14.50% | +13.74% |
| 17 | Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option | 28.62 | +0.19% | +16.42% | +15.72% |
| 18 | UTI Large & Mid Cap Fund - Direct Plan - Growth Option | 192.15 | +0.13% | +18.94% | +15.77% |
| 19 | HDFC Large and Mid Cap Fund - Growth Option | 349.84 | -0.12% | +16.89% | +16.36% |
| 20 | Navi Large & Midcap Fund- Direct Plan- Growth Option | 42.42 | -0.44% | +12.03% | +12.93% |
Data sourced from AMFI & mfapi.in. Returns are annualised CAGR. Past performance doesn't guarantee future results. Last updated: 07 Jun 2026
Frequently Asked Questions
What is the allocation rule for large and mid cap funds?
SEBI mandates a minimum 35% allocation to large cap stocks and 35% to mid cap stocks. The remaining 30% can be invested across any market cap at the fund manager’s discretion.
Are large and mid cap funds better than flexi cap?
Neither is universally better. Large and mid cap funds offer more predictable allocation, while flexi cap funds offer more flexibility. Your choice depends on whether you prefer structure or flexibility.
What is the ideal SIP amount for these funds?
Most fund houses allow SIPs starting from Rs 500. Financial advisors suggest allocating 20-30% of your monthly equity SIP to large and mid cap funds as part of a diversified portfolio.
How do these funds perform during market corrections?
Large and mid cap funds tend to fall less than pure mid cap funds during corrections due to the 35% large cap cushion, while recovering well during market rallies.