Large & mid cap funds in India
36 live funds in the Large & Mid Cap category, ordered by 5-year return, highest first; Motilal Oswal Large and Midcap Fund leads. Funds younger than five years follow by name. Returns are for the plan each fund's page leads with, Direct where the fund has one, to each fund's latest NAV, the newest of them on 27 Oct 2026; 3 and 5 year returns are a year, compounded.
- Category median, 1 yearCategory median, 1 year. The middle return among the Large & Mid Cap category's funds, each over the same window to its own latest NAV, on their Direct plans.
- −4.27%Middle of 33 funds
- Category median, 3 yearsCategory median, 3 years. The middle return among the Large & Mid Cap category's funds, each over the same window to its own latest NAV, on their Direct plans; a year, compounded.
- +12.67%Middle of 26 funds
- Category median, 5 yearsCategory median, 5 years. The middle return among the Large & Mid Cap category's funds, each over the same window to its own latest NAV, on their Direct plans; a year, compounded.
- +10.32%Middle of 26 funds
Large & Mid Cap funds
Size is the average money the fund managed over its latest quarter. Cost is its yearly expense ratio.Filter them in the screener
Motilal Oswal Large and Midcap FundMotilal Oswal Mutual FundNAV₹38.52801Y+0.06%3Y+20.63%5Y+17.19%Size₹19,326 CrCost0.90%
Invesco India Large & Mid Cap FundInvesco Mutual FundNAV₹123.11001Y−0.69%3Y+20.77%5Y+15.10%Size₹12,010 CrCost0.79%
Bandhan Large & Mid Cap FundBandhan Mutual FundNAV₹156.68401Y−3.86%3Y+16.61%5Y+14.45%Size₹20,292 CrCost1.14%
quant Large & Mid Cap Fundquant Mutual FundNAV₹131.99891Y+3.74%3Y+14.60%5Y+13.87%Size₹3,477 CrCost1.22%
HSBC Large & Mid Cap FundHSBC Mutual FundNAV₹31.26211Y+2.78%3Y+16.75%5Y+12.77%Size₹5,668 CrCost1.34%
ICICI Prudential Large & Mid Cap FundICICI Prudential Mutual FundNAV₹1,064.19001Y−9.23%3Y+13.17%5Y+12.16%Size₹32,638 CrCost1.27%
Kotak Large & Mid Cap FundKotak Mahindra Mutual FundNAV₹379.27301Y−6.70%3Y+12.27%5Y+11.79%Size₹31,891 CrCost0.66%
UTI Large & Mid Cap FundUTI Mutual FundNAV₹187.30441Y−4.99%3Y+13.89%5Y+11.79%Size₹6,413 CrCost1.14%
HDFC Large & Mid Cap FundHDFC Mutual FundNAV₹343.10501Y−7.17%3Y+11.92%5Y+11.73%Size₹29,864 CrCost0.92%
Edelweiss Large & Mid Cap FundEdelweiss Mutual FundNAV₹101.03501Y−3.62%3Y+13.24%5Y+11.07%Size₹4,806 CrCost0.67%
SBI Large & Midcap FundSBI Mutual FundNAV₹650.988626 Oct 20261Y−5.52%3Y+12.00%5Y+10.89%Size₹41,910 CrCost0.86%
Nippon India Vision Large & Mid Cap FundNippon India Mutual FundNAV₹1,498.83241Y−7.66%3Y+13.30%5Y+10.77%Size₹7,698 CrCost1.50%
Axis Large & Mid Cap FundAxis Mutual FundNAV₹36.350026 Oct 20261Y−1.43%3Y+14.37%5Y+10.39%Size₹16,881 CrCost0.83%
Baroda BNP Paribas Large and Mid Cap FundBaroda BNP Paribas Mutual FundNAV₹28.32601Y−4.22%3Y+13.30%5Y+10.26%Size₹1,831 CrCost1.09%
DSP Large & Mid Cap FundDSP Mutual FundNAV₹654.65701Y−7.36%3Y+12.72%5Y+10.25%Size₹18,129 CrCost0.75%
Mahindra Manulife Large & Mid Cap FundMahindra Manulife Mutual FundNAV₹29.56241Y−2.95%3Y+11.55%5Y+10.20%Size₹2,848 CrCost0.84%
Bank of India Large & Mid Cap FundBank of India Mutual FundNAV₹102.34001Y−1.53%3Y+13.09%5Y+10.15%Size₹518 CrCost1.42%
Union Large & Midcap FundUnion Mutual FundNAV₹27.87001Y−1.87%3Y+12.15%5Y+9.82%Size₹991 CrCost1.32%
Sundaram Large and MidcapSundaram Mutual FundNAV₹96.03081Y−3.79%3Y+12.62%5Y+9.71%Size₹7,300 CrCost1.30%
Canara Robeco Large and Mid Cap FundCanara Robeco Mutual FundNAV₹280.91001Y−6.63%3Y+12.24%5Y+8.94%Size₹25,850 CrCost0.78%
LIC MF Large & Mid Cap FundLIC Mutual FundNAV₹41.46571Y−8.91%3Y+11.49%5Y+8.81%Size₹3,124 CrCost1.46%
Mirae Asset Large & Midcap FundMirae Asset Mutual FundNAV₹165.73501Y−6.35%3Y+11.16%5Y+8.71%Size₹44,976 CrCost0.87%
Navi Large & Midcap FundNavi Mutual FundNAV₹41.78901Y−3.50%3Y+9.55%5Y+8.47%Size₹310 CrCost0.65%
Tata Large & Mid Cap FundTata Mutual FundNAV₹523.72821Y−13.71%3Y+5.76%5Y+7.50%Size₹7,772 CrCost0.78%
Franklin India Large & Mid Cap FundFranklin Templeton Mutual FundNAV₹194.55521Y−10.66%3Y+10.13%5Y+7.12%Size₹3,548 CrCost1.63%
Aditya Birla Sun Life Large & Mid Cap FundAditya Birla Sun Life Mutual FundNAV₹997.95001Y−2.96%3Y+10.65%5Y+5.88%Size₹5,842 CrCost1.27%
Abakkus Large & Mid Cap FundAbakkus Mutual FundNAV₹9.22501Y–3Y–5Y–Size₹276 CrCost2.27%
Bajaj Finserv Large & Mid Cap FundBajaj Finserv Mutual FundNAV₹11.93501Y−5.46%3Y–5Y–Size₹2,427 CrCost1.16%
Helios Large & Mid Cap FundHelios Mutual FundNAV₹10.86001Y−3.98%3Y–5Y–Size₹1,428 CrCost1.02%
ITI Large & Midcap FundITI Mutual FundNAV₹9.64331Y−4.38%3Y–5Y–Size₹731 CrCost1.06%
JM Large & Mid Cap FundJM Financial Mutual FundNAV₹10.13681Y−4.27%3Y–5Y–Size₹453 CrCost1.04%
PGIM India Large and Midcap FundPGIM India Mutual FundNAV₹12.48001Y−5.45%3Y–5Y–Size₹819 CrCost0.90%
Samco Large & Mid Cap FundSamco Mutual FundNAV₹8.87001Y−5.54%3Y–5Y–Size₹100 CrCost2.34%
The Wealth Company Large & Mid Cap FundThe Wealth Company Mutual FundNAV₹9.53711Y–3Y–5Y–Size₹106 CrCost2.03%
TRUSTMF Large & Midcap FundTrust Mutual FundNAV₹9.60001Y–3Y–5Y–Size₹270 CrCost2.28%
Whiteoak Capital Large & Mid Cap FundWhiteOak Capital Mutual FundNAV₹13.57301Y−3.20%3Y–5Y–Size₹2,449 CrCost0.88%
Tax on large & mid cap funds
Gains on units held over 12 months are taxed at 12.5% above ₹1.25 lakh a year; gains on units held 12 months or less at 20%.
Rules in force from 23 Jul 2024, checked 27 Oct 2026. Surcharge and cess are not included.
About large & mid cap funds in India
Large & mid cap funds in India are equity mutual funds that must hold at least 35% of their assets in large cap companies and at least 35% in mid cap companies. SEBI sets the category, and the fund manager decides how the other 30% is used.
What SEBI requires
SEBI describes the category as an open-ended equity scheme investing in both large cap and mid cap stocks. A fund must keep at least 35% of total assets in equity and equity-related instruments of large cap companies and at least 35% in those of mid cap companies, 70% in all.
Market capitalisation is a company's share price multiplied by all its shares. Companies ranked 1st to 100th by it are large cap and those ranked 101st to 250th are mid cap. The Association of Mutual Funds in India (AMFI) publishes the ranked list every six months, using each company's average market capitalisation over the preceding six months, so a company can change band at each update.
The remaining 30%
The two floors leave 30% of assets free. A fund can put it in more large cap or mid cap shares, in small cap shares, or in money market instruments, gold and silver instruments or InvITs (infrastructure trusts), within its scheme document. Two large & mid cap funds can therefore differ widely in their mix of company sizes while meeting the same rule.
Difference from neighbouring categories
A large cap fund must hold at least 80% in the top 100 companies and a mid cap fund at least 65% in companies ranked 101st to 250th. A multi cap fund must hold at least 25% each in large, mid and small cap companies. A large & mid cap fund has no small cap requirement.
Tax on large & mid cap funds
The two floors alone put at least 70% of assets in equity, so these funds are taxed as equity-oriented funds, which need at least 65% in listed Indian equity. For the year to Mar 2027, gains on units sold within 12 months are taxed at 20%. Gains on units held longer are taxed at 12.5% above ₹1.25 lakh of long-term gains in the year. Surcharge and cess are extra.
What this page shows
The page lists the funds in this category with NAV, 1 year return, 3 and 5 year returns compounded per year, fund size and yearly expense ratio. Funds with five years of history come first, ordered by 5 year return, highest first; younger funds follow by name. Returns use the Direct plan where a fund has one. Category medians, the middle return among the funds, sit above the table. A dash means too little history.