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.
Sort by
AUM ₹10840 Cr •
Expense 0.66%
AUM ₹21657 Cr •
Expense 0.78%
AUM ₹9107 Cr •
Expense 0.57%
AUM ₹25412 Cr •
Expense 0.86%
AUM ₹4544 Cr •
Expense 1.06%
AUM ₹7274 Cr •
Expense 0.68%
AUM ₹2629 Cr •
Expense 0.45%
AUM ₹5897 Cr •
Expense 1.34%
AUM ₹3739 Cr •
Expense 0.64%
AUM ₹31296 Cr •
Expense 0.74%
AUM ₹3914 Cr •
Expense 0.47%
AUM ₹4173 Cr •
Expense 0.83%
AUM ₹15013 Cr •
Expense 0.68%
AUM ₹27046 Cr •
Expense 0.55%
AUM ₹14349 Cr •
Expense 0.58%
AUM ₹3491 Cr •
Expense 1.31%
AUM ₹25097 Cr •
Expense 0.56%
AUM ₹3055 Cr •
Expense 0.6%
AUM ₹39459 Cr •
Expense 0.61%
AUM ₹6671 Cr •
Expense 0.78%
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 ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹3.96K 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 ITC Hotels 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, Hindustan Unilever Ltd has been exited by 6 of 32 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, Consumer Defensive, Real Estate sectors and allocation in Securitize, Tech sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 13.61%, in last 6M | 77.98K Cr |
 Consumer Cyclical Increased by 4.77%, in last 6M | 46.63K Cr |
 Industrial Increased by 2.87%, in last 6M | 38.16K Cr |
 Basic Materials Increased by 9.65%, in last 6M | 27.15K Cr |
 Health Increased by 7.90%, in last 6M | 25.98K Cr |
 Tech Decreased by 10.43%, in last 6M | 23.37K Cr |
 Consumer Defensive Increased by 15.89%, in last 6M | 12.9K Cr |
 Energy Increased by 12.25%, in last 6M | 10.99K Cr |
 Communication Increased by 13.56%, in last 6M | 10.03K Cr |
 Utilities Increased by 1.21%, in last 6M | 9.15K Cr |
 Real Estate Increased by 15.37%, in last 6M | 5.29K Cr |
 Derivatives Increased by 295.41%, in last 6M | 3.2 Cr |
 Securitize Decreased by 100.00%, in last 6M | 0 Cr |
Mutual Fund Calculators
Calculate your Mutual Funds Lumpsum & SIP Returns for free with INDmoney Calculators
Calculate returns on your SIP investments
Calculate returns on your one-time investments
Regular vs. Direct Mutual Fund Calculator
Calculate commissions saved by investing in direct mutual funds