Top 10 Large & Mid Cap funds by 5-year CAGR
All 36 Regular-plan Large & Mid Cap schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 26 Regular-plan Large & Mid Cap schemes with enough history (10 newer schemes left out) · Growth option · data as of 28 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund Motilal Oswal | Large & Mid Cap | 16.1% | −0.5% | 19.4% | 21.9% | −26.3% | 0.59 | Very High | ₹19,653 Cr |
| 2 | Invesco India Large & Mid Cap Fund Invesco | Large & Mid Cap | 14.1% | −1.0% | 19.6% | 18.9% | −20.3% | 0.69 | Very High | ₹12,191 Cr |
| 3 | Bandhan Large & Mid Cap Fund Bandhan | Large & Mid Cap | 13.6% | −5.1% | 15.3% | 16.1% | −18.7% | 0.54 | Very High | ₹20,650 Cr |
| 4 | Quant Large & Mid Cap Fund quant | Large & Mid Cap | 13.0% | 2.2% | 13.1% | 19.6% | −25.0% | 0.33 | Very High | ₹3,271 Cr |
| 5 | HSBC Large & Mid Cap Fund HSBC | Large & Mid Cap | 11.9% | 2.2% | 15.7% | 18.7% | −25.2% | 0.50 | Very High | ₹5,781 Cr |
| 6 | ICICI Prudential Large & Mid Cap Fund ICICI Prudential | Large & Mid Cap | 11.7% | −9.8% | 12.3% | 15.2% | −15.1% | 0.39 | Very High | ₹30,561 Cr |
| 7 | UTI Large & Mid Cap Fund UTI | Large & Mid Cap | 11.4% | −5.8% | 13.0% | 15.5% | −18.4% | 0.42 | Very High | ₹6,153 Cr |
| 8 | HDFC Large & Mid Cap Fund HDFC | Large & Mid Cap | 11.3% | −7.7% | 11.1% | 16.6% | −19.0% | 0.28 | Very High | ₹27,951 Cr |
| 9 | Kotak Large & Mid Cap Fund Kotak Mahindra | Large & Mid Cap | 10.9% | −7.5% | 11.2% | 15.8% | −18.9% | 0.30 | Very High | ₹29,769 Cr |
| 10 | Nippon India Vision Large & Mid Cap Fund Nippon India | Large & Mid Cap | 10.7% | −8.0% | 12.8% | 16.1% | −17.6% | 0.39 | Very High | ₹7,295 Cr |
| Category median | 9.5% | −5.4% | 11.6% | 16.3% | −19.7% | 0.32 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.