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 ₹12628 Cr •
Expense 0.65%
AUM ₹23698 Cr •
Expense 0.77%
AUM ₹10231 Cr •
Expense 0.58%
AUM ₹26158 Cr •
Expense 0.82%
AUM ₹4861 Cr •
Expense 1%
AUM ₹8125 Cr •
Expense 0.64%
AUM ₹33248 Cr •
Expense 0.75%
AUM ₹3488 Cr •
Expense 0.7%
AUM ₹6177 Cr •
Expense 1.31%
AUM ₹2613 Cr •
Expense 0.48%
AUM ₹4311 Cr •
Expense 0.82%
AUM ₹15356 Cr •
Expense 0.63%
AUM ₹27655 Cr •
Expense 0.53%
AUM ₹4042 Cr •
Expense 0.44%
AUM ₹14711 Cr •
Expense 0.61%
AUM ₹1600 Cr •
Expense 0.83%
AUM ₹3558 Cr •
Expense 1.29%
AUM ₹25513 Cr •
Expense 0.56%
AUM ₹40020 Cr •
Expense 0.6%
AUM ₹3013 Cr •
Expense 0.58%
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 Mirae Asset Large & Midcap Fund Direct Plan Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹6.88K 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, 8 Large Mid Cap Mutual Funds have added Kotak Mahindra Bank 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, Tata Consultancy Services Ltd has been exited by 7 of 33 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 Real Estate, Consumer Defensive, Consumer Cyclical sectors and allocation in Securitize, Derivatives sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 10.04%, in last 6M | 77.57K Cr |
 Consumer Cyclical Increased by 22.03%, in last 6M | 51.94K Cr |
 Industrial Increased by 15.21%, in last 6M | 38.97K Cr |
 Basic Materials Increased by 18.37%, in last 6M | 28.73K Cr |
 Health Increased by 15.72%, in last 6M | 28.6K Cr |
 Tech Increased by 7.97%, in last 6M | 25.64K Cr |
 Consumer Defensive Increased by 30.32%, in last 6M | 14.7K Cr |
 Energy Increased by 16.78%, in last 6M | 10.69K Cr |
 Communication Increased by 4.77%, in last 6M | 9.49K Cr |
 Utilities Increased by 2.29%, in last 6M | 8.34K Cr |
 Real Estate Increased by 39.83%, in last 6M | 5.71K Cr |
 Derivatives Decreased by 100.00%, in last 6M | 0 Cr |
 Securitize Decreased by 100.00%, in last 6M | 0 Cr |
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