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 0.85%
AUM ₹7234 Cr •
Expense 0.6%
AUM ₹23380 Cr •
Expense 0.96%
AUM ₹4101 Cr •
Expense 0.98%
AUM ₹8713 Cr •
Expense 0.55%
AUM ₹3519 Cr •
Expense 0.66%
AUM ₹5467 Cr •
Expense 1.38%
AUM ₹27385 Cr •
Expense 0.84%
AUM ₹2415 Cr •
Expense 0.51%
AUM ₹13444 Cr •
Expense 0.69%
AUM ₹24913 Cr •
Expense 0.61%
AUM ₹5930 Cr •
Expense 0.7%
AUM ₹3334 Cr •
Expense 0.46%
AUM ₹3121 Cr •
Expense 1.37%
AUM ₹33678 Cr •
Expense 0.63%
AUM ₹13321 Cr •
Expense 0.61%
AUM ₹23165 Cr •
Expense 0.6%
AUM ₹3873 Cr •
Expense 0.88%
AUM ₹295 Cr •
Expense 0.35%
AUM ₹8058 Cr •
Expense 0.67%
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 Union Large & Midcap Fund Direct Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹16.94K 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, 10 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, Hindalco Industries 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 Securitize, Derivatives, Financial Services sectors and allocation in Energy, Utilities, Real Estate sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 7.88%, in last 6M | 72.6K Cr |
 Consumer Cyclical Decreased by 5.10%, in last 6M | 43.15K Cr |
 Industrial Decreased by 3.90%, in last 6M | 35.9K Cr |
 Health Increased by 6.34%, in last 6M | 25.73K Cr |
 Basic Materials Decreased by 0.73%, in last 6M | 25.37K Cr |
 Tech Decreased by 1.71%, in last 6M | 23.03K Cr |
 Consumer Defensive Increased by 5.04%, in last 6M | 11.64K Cr |
 Securitize Increased by 206.61%, in last 6M | 9.72K Cr |
 Energy Decreased by 12.94%, in last 6M | 9.69K Cr |
 Communication Increased by 2.54%, in last 6M | 9.41K Cr |
 Utilities Decreased by 10.96%, in last 6M | 8.94K Cr |
 Real Estate Decreased by 10.24%, in last 6M | 4.1K Cr |
 Derivatives Increased by 100.00%, in last 6M | 1.07 Cr |
Mutual Fund Calculators
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