Large & Mid Cap mutual funds
At least 35% each in large-cap and mid-cap stocks. This page lists every Large & Mid Cap scheme (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Schemes
37
Category AUM (AMFI, August 2026)
₹3.73 lakh cr
Net inflow in August
₹3,873 cr
Median 1Y return
-0.5%
Median 3Y CAGR
10.6%
Median 5Y CAGR
10.2%
Median 3Y rolling
15.4%
Median max DD 5Y
−20.0%
Category AUM and net inflow cover all plans and options of the 36 Large & Mid Cap Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.
Large & Mid Cap schemes, Regular plans alphabetical · 37 schemes
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Abakkus Large & Mid Cap Fund Abakkus Mutual Fund | 9.35 | n/a | 3.77% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.2 y |
| Aditya Birla Sun Life Large & Mid Cap Fund Aditya Birla Sun Life Mutual Fund | 904.74 | n/a | n/a | 1.3% | 9.2% | 6.0% | 12.3% | -11.1% | 0% | 16.4% | −28.0% | 20.5 y |
| Axis Large & Mid Cap Fund Axis Mutual Fund | 33.34 | n/a | 1.87% | 2.5% | 12.8% | 10.1% | 19.3% | 10.4% | 41% | 14.6% | −22.0% | 7.9 y |
| Bajaj Finserv Large & Mid Cap Fund Bajaj Finserv Mutual Fund | 11.70 | n/a | 2.58% | -1.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.6 y |
| Bandhan Large & Mid Cap Fund Bandhan Mutual Fund | 134.70 | n/a | n/a | 0.4% | 15.0% | 14.6% | 14.7% | -8.2% | 100% | 16.0% | −18.7% | 18.3 y |
| BANK OF INDIA LARGE & MID CAP FUND Bank of India Mutual Fund | 97.83 | n/a | 2.79% | 2.9% | 11.4% | 10.5% | 14.2% | -6.1% | 19% | 16.0% | −21.4% | 17.9 y |
| BANK OF INDIA LARGE & MID CAP FUND Bank of India Mutual Fund | 88.22 | n/a | 2.79% | 2.2% | 10.6% | 9.9% | 13.4% | -6.8% | 7% | 16.0% | −21.6% | 17.9 y |
| Baroda BNP Paribas Large and Mid Cap fund Baroda BNP Paribas Mutual Fund | 26.15 | n/a | 2.30% | -0.8% | 11.0% | 10.0% | 18.6% | 11.0% | 26% | 16.6% | −21.4% | 6.1 y |
| Canara Robeco Large and Mid Cap Fund Canara Robeco Mutual Fund | 241.73 | n/a | 1.77% | -5.2% | 9.9% | 8.4% | 16.4% | -21.1% | 0% | 16.4% | −19.2% | 20.5 y |
| DSP Large & Mid Cap Fund DSP Mutual Fund | 580.61 | n/a | n/a | -5.2% | 10.6% | 9.8% | 15.7% | -6.2% | 100% | 16.0% | −20.0% | 20.5 y |
| Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund | 85.23 | n/a | n/a | -0.3% | 11.2% | 10.3% | 17.6% | -3.4% | 24% | 16.1% | −18.8% | 9.8 y |
| Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund | 178.74 | n/a | 2.29% | -5.4% | 9.1% | 7.9% | 13.1% | -11.2% | 0% | 15.6% | −19.9% | 20.5 y |
| HDFC Large & Mid Cap Fund HDFC Mutual Fund | 328.04 | n/a | n/a | -3.3% | 10.4% | 12.2% | 15.9% | -9.0% | 97% | 16.5% | −19.0% | 12.3 y |
| Helios Large & Mid Cap Fund Helios Mutual Fund | 10.79 | n/a | 2.57% | 0.7% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.9 y |
| HSBC Large & Mid Cap Fund HSBC Mutual Fund | 28.62 | n/a | 2.43% | 6.1% | 15.0% | 12.4% | 19.5% | 10.5% | 83% | 18.6% | −25.2% | 7.5 y |
| ICICI Prudential Large & Mid Cap Fund ICICI Prudential Mutual Fund | 970.51 | n/a | n/a | -4.0% | 12.4% | 12.8% | 13.9% | -9.3% | 100% | 14.9% | −15.1% | 20.5 y |
| Invesco India Large & Mid Cap Fund Invesco Mutual Fund | 104.73 | n/a | 1.87% | 4.8% | 19.8% | 14.9% | 15.2% | -2.5% | 100% | 18.8% | −20.3% | 19.1 y |
| ITI Large & Mid Cap Fund ITI Mutual Fund | 9.62 | n/a | 2.65% | 1.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| JM Large & Mid Cap Fund JM Financial Mutual Fund | 10.11 | n/a | 2.68% | 0.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| Kotak Large & Mid Cap Fund Kotak Mahindra Mutual Fund | 331.88 | n/a | n/a | -2.5% | 10.5% | 11.4% | 15.6% | -5.6% | 84% | 15.7% | −18.9% | 20.5 y |
| LIC MF Large & Mid Cap Fund LIC Mutual Fund | 36.68 | n/a | 2.67% | -4.2% | 10.4% | 8.8% | 15.4% | -3.3% | 12% | 17.4% | −19.2% | 11.6 y |
| Mahindra Manulife Large & Mid Cap Fund Mahindra Manulife Mutual Fund | 26.54 | n/a | n/a | 0.6% | 8.9% | 9.7% | 18.3% | 8.9% | 0% | 15.7% | −20.5% | 6.7 y |
| Mirae Asset Large & Midcap Fund Mirae Asset Mutual Fund | 147.33 | n/a | 1.75% | -1.9% | 9.3% | 8.6% | 19.3% | -3.2% | 0% | 16.4% | −19.9% | 16.2 y |
| Motilal Oswal Large and Midcap Fund Motilal Oswal Mutual Fund | 35.76 | n/a | 1.79% | 4.5% | 19.1% | 16.7% | 25.3% | 14.3% | 100% | 21.8% | −26.3% | 6.9 y |
| Navi Large & Midcap Fund Navi Mutual Fund | 34.49 | n/a | n/a | -1.1% | 6.6% | 7.6% | 13.3% | -8.5% | 0% | 17.2% | −19.5% | 10.8 y |
| Nippon India Vision Large & Mid Cap Fund Nippon India Mutual Fund | 1,406.90 | n/a | n/a | -3.8% | 12.1% | 11.2% | 13.4% | -10.6% | 100% | 16.0% | −19.3% | 20.5 y |
| PGIM India Large and Midcap Fund PGIM India Mutual Fund | 12.03 | n/a | 2.53% | -2.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.6 y |
| Quant Large & Mid Cap Fund quant Mutual Fund | 119.28 | n/a | 2.43% | 6.7% | 12.2% | 13.3% | 16.2% | -8.2% | 43% | 19.5% | −25.0% | 19.7 y |
| Samco Large & Mid Cap Fund Samco Mutual Fund | 8.59 | n/a | 3.83% | -7.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.3 y |
| SBI LARGE & MIDCAP FUND SBI Mutual Fund | 610.36 | n/a | n/a | -1.5% | 10.4% | 11.4% | 15.4% | -5.4% | 9% | 13.8% | −16.7% | 20.5 y |
| Sundaram Large and Midcap Fund Sundaram Mutual Fund | 88.02 | n/a | n/a | 3.5% | 11.8% | 10.2% | 14.5% | -6.9% | 10% | 16.4% | −20.7% | 19.6 y |
| Tata Large & Mid Cap Fund Tata Mutual Fund | 468.78 | n/a | n/a | -8.6% | 4.5% | 7.4% | 13.0% | -10.7% | 1% | 16.2% | −23.0% | 20.5 y |
| The Wealth Company Large & Mid Cap Fund The Wealth Company Mutual Fund | 9.73 | n/a | 4.05% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.3 y |
| TRUSTMF LARGE & MIDCAP FUND Trust Mutual Fund | 9.59 | n/a | 4.00% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.2 y |
| Union Large & Midcap Fund Union Mutual Fund | 26.08 | n/a | 2.56% | 1.9% | 10.4% | 9.5% | 16.8% | 10.0% | 2% | 15.6% | −20.1% | 6.8 y |
| UTI Large & Mid Cap Fund UTI Mutual Fund | 174.74 | n/a | 1.96% | -1.1% | 12.3% | 12.0% | 11.6% | -25.7% | 100% | 15.4% | −18.6% | 20.5 y |
| WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund | 13.02 | n/a | 2.35% | -0.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.8 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of Nifty LargeMidcap 250 (proxy: Edelweiss NIFTY Large Midcap 250 Index Fund, price return). Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
Other categories
ContraDividend YieldELSSFlexi CapFocusedLarge CapMid CapMulti CapSectoral/ThematicSmall CapValueAggressive HybridArbitrageBalanced AdvantageBalanced HybridConservative HybridEquity SavingsMulti Asset AllocationBanking & PSUCorporate BondCredit RiskDebt Index FundDebt SectoralDynamic BondFloaterGiltGilt 10Y ConstantLiquidLong DurationMedium DurationMedium to Long DurationMoney MarketOvernightShort DurationUltra Short DurationUltra Short to Short TermChildren'sLife CycleRetirementDomestic FoFIndex FundInternational FoFClosed-ended DebtClosed-ended ELSSFixed Maturity PlanInterval Fund
Reviewing your own mutual fund portfolio?
Integrato's team can walk you through how your current schemes have behaved, using the same data shown here. Integrato is an AMFI-registered Mutual Fund Distributor.
Get the Market Pulse by email every Monday
Every Monday: index benchmarks and the median 1-month and 1-year return of every equity category, plus broad equity, hybrid and debt figures. Calculated from AMFI NAVs. Free; unsubscribe from any email.
Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).