Large & Mid Cap Funds
Large & mid cap mutual funds enable you to invest in India’s fast-growing companies that have a market capitalisation of greater than INR 5000 Cr. These mutual funds pool money from various investors and are mandated to specifically invest in Large and mid cap companies. These types of funds are attractive because they combine the stability of large cap companies with the high growth potential of mid cap companies.
Best Large & Mid Cap Mutual Funds
List of the top-performing large & mid cap mutual funds sorted by returns with their AUM and Expense Ratio.
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AUM ₹19353 Cr •
Expense 0.88%
AUM ₹8713 Cr •
Expense 0.54%
AUM ₹7967 Cr •
Expense 0.61%
AUM ₹23380 Cr •
Expense 1.02%
AUM ₹4101 Cr •
Expense 0.93%
AUM ₹5467 Cr •
Expense 1.38%
AUM ₹3519 Cr •
Expense 0.66%
AUM ₹2415 Cr •
Expense 0.49%
AUM ₹29416 Cr •
Expense 0.75%
AUM ₹13784 Cr •
Expense 0.7%
AUM ₹6432 Cr •
Expense 0.7%
AUM ₹3608 Cr •
Expense 0.43%
AUM ₹24913 Cr •
Expense 0.61%
AUM ₹23165 Cr •
Expense 0.57%
AUM ₹13321 Cr •
Expense 0.6%
AUM ₹3273 Cr •
Expense 1.36%
AUM ₹3472 Cr •
Expense 0.86%
AUM ₹36507 Cr •
Expense 0.66%
AUM ₹295 Cr •
Expense 0.35%
AUM ₹2859 Cr •
Expense 0.61%
What are Large and Mid Cap Mutual Funds?
Large & mid cap funds invest in the top 250 companies by market cap in India. These mutual funds provide prospects for long-term growth. As per regulations, the AMC’s (Mutual Funds asset management companies) have to invest at least 35% of the total money in large cap stocks and 35% of the total money in mid cap stocks and the remaining 30% in any of the two according to market conditions.
Large Mid Cap Mutual Funds vs. Other Categories
Large Mid Cap Funds have Outperformed Large Cap Funds but Trail Small Cap Funds Over 5 Years
How is the AUM of Large Mid Cap Mutual Funds Growing?
In the past six months, the Motilal Oswal Large and Midcap Fund Direct Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹2.21K crore. This positions it as one of the top-performing Large Mid Cap mutual funds in terms of investor interest and fund growth.
Stocks Added by Best Large Mid Cap Mutual Funds
Over the last six months, 9 Large Mid Cap Mutual Funds have added Swiggy Ltd to their portfolio. This move highlights the stock’s growing appeal in the segment as a promising investment.
Top Exits from Large Mid Cap Mutual Funds
In contrast, SBI Life Insurance Company Ltd has been exited by 6 of 31 Large Mid Cap Mutual Funds in the last six months. This shift underscores a cautious approach by fund managers toward the stock, reflecting changing market dynamics.
Large Mid Cap Funds’ Sector allocation
Over the last 6 months, Large Mid Cap category has seen increased allocation towards Derivatives, Securitize, Consumer Defensive sectors and allocation in Energy, Real Estate, Utilities sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 4.24%, in last 6M | 70.97K Cr |
 Consumer Cyclical Decreased by 7.78%, in last 6M | 42.25K Cr |
 Industrial Decreased by 8.63%, in last 6M | 34.36K Cr |
 Health Increased by 4.16%, in last 6M | 25.44K Cr |
 Basic Materials Decreased by 5.82%, in last 6M | 24.62K Cr |
 Tech Decreased by 6.94%, in last 6M | 21.99K Cr |
 Consumer Defensive Increased by 5.76%, in last 6M | 12.04K Cr |
 Energy Decreased by 15.24%, in last 6M | 9.44K Cr |
 Communication Decreased by 1.41%, in last 6M | 9.14K Cr |
 Utilities Decreased by 10.80%, in last 6M | 9.06K Cr |
 Securitize Increased by 49.39%, in last 6M | 4.78K Cr |
 Real Estate Decreased by 13.44%, in last 6M | 4.07K Cr |
 Derivatives Increased by 100.00%, in last 6M | 1.07 Cr |
Mutual Fund Calculators
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