Best Large & Mid Cap Funds
A mandated blend of stability and growth across large and mid caps.
Data updated · 36 direct-growth funds ranked by a transparent 0–100 Smart Score
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Large And Mid Cap Invesco | 84 | Strong Buy | 0.8% | 20.4% | 15.0% | 0.85 | 1.16 | 18.9 | 9.1 | 1.06 | 5★ | 44.0 | 0.79% | ₹12.2k Cr | 13.8y | |
| Motilal Oswal Large And Midcap Motilal Oswal | 82 | Strong Buy | 2.6% | 20.1% | 17.5% | 0.74 | 0.96 | 21.9 | 8.7 | 1.13 | 5★ | — | 0.91% | ₹19.8k Cr | 7.0y | |
| Bandhan Large & Mid Cap Bandhan | 79 | Strong Buy | -0.1% | 16.4% | 14.7% | 0.71 | 0.93 | 16.2 | 5.2 | 0.95 | 5★ | 19.8 | 1.17% | ₹20.6k Cr | 13.8y | |
| Axis Large & Mid Cap Axis | 73 | Buy | 1.5% | 13.7% | 10.3% | 0.63 | 0.74 | 14.7 | 3.6 | 0.85 | 3★ | 32.1 | 0.83% | ₹16.5k Cr | 8.0y | |
| HSBC Large And Mid Cap HSBC | 71 | Buy | 4.2% | 16.1% | 12.6% | 0.63 | 0.72 | 18.8 | 5.0 | 1.02 | 4★ | 33.1 | 1.39% | ₹5.8k Cr | 7.6y | |
| ICICI Pru Large & Midcap ICICI Pru | 69 | Buy | -6.0% | 13.0% | 12.5% | 0.60 | 0.67 | 15.1 | 3.3 | 0.86 | 4★ | 22.8 | 1.28% | ₹31.6k Cr | 13.8y | |
| UTI Large & Mid Cap UTI | 68 | Buy | -1.0% | 13.4% | 12.1% | 0.56 | 0.68 | 15.6 | 2.7 | 0.92 | 4★ | 16.4 | 1.13% | ₹6.2k Cr | 13.8y | |
| Quant Large & Midcap Quant | 66 | Buy | 7.1% | 14.0% | 13.5% | 0.51 | 0.61 | 19.6 | 2.8 | 1.08 | 5★ | 31.7 | 1.23% | ₹3.4k Cr | 13.8y | |
| SBI Large & Midcap SBI | 61 | Hold | -1.5% | 11.8% | 11.4% | 0.41 | 0.56 | 12.9 | -0.5 | 0.84 | 4★ | 23.8 | 0.86% | ₹40.5k Cr | 13.8y | |
| Whiteoak Capital Large & Mid Cap WhiteOak | 61 | Hold | -0.8% | — | — | 0.38 | 0.51 | 14.5 | 2.9 | 0.94 | — | 25.3 | 0.88% | ₹2.4k Cr | 2.8y | |
| Edelweiss Large & Midcap Edelweiss | 59 | Hold | -0.1% | 12.9% | 11.2% | 0.51 | 0.36 | 16.2 | 2.1 | 0.95 | 4★ | 27.4 | 0.68% | ₹4.6k Cr | 13.8y | |
| Kotak Large & Midcap Kotak | 58 | Hold | -3.3% | 11.8% | 12.0% | 0.35 | 0.47 | 15.1 | -1.0 | 0.98 | 4★ | 26.3 | 0.67% | ₹30.7k Cr | 13.8y | |
| Nippon India Vision Large & Mid Cap Nippon India | 56 | Hold | -4.6% | 13.1% | 10.9% | 0.52 | 0.61 | 16.2 | 2.0 | 0.96 | 3★ | 25.5 | 1.50% | ₹7.4k Cr | 13.8y | |
| DSP Large & Mid Cap DSP | 54 | Hold | -4.3% | 12.2% | 10.5% | 0.45 | 0.54 | 16.2 | 1.1 | 0.94 | 3★ | 21.4 | 0.79% | ₹17.3k Cr | 13.7y | |
| Sundaram Large And Midcap Sundaram | 51 | Hold | 1.4% | 12.8% | 9.8% | 0.53 | 0.56 | 16.6 | 2.4 | 0.96 | 4★ | 37.6 | 1.35% | ₹7.1k Cr | 13.8y | |
| HDFC Large & Mid Cap HDFC | 49 | Hold | -3.9% | 11.5% | 11.8% | 0.34 | 0.45 | 15.0 | -1.3 | 0.99 | 4★ | 21.4 | 0.92% | ₹28.5k Cr | 13.8y | |
| Baroda BNP Paribas Large And Midcap Baroda BNP Paribas | 48 | Hold | -1.2% | 12.9% | 10.2% | 0.49 | 0.57 | 16.8 | 1.8 | 0.97 | 3★ | 28.0 | 1.12% | ₹1.8k Cr | 6.1y | |
| Bank Of India Large & Mid Cap Bank of India | 45 | Hold | 1.9% | 12.4% | 10.2% | 0.47 | 0.50 | 16.2 | 1.4 | 0.94 | 3★ | 20.7 | 1.43% | ₹506 Cr | 13.8y | |
| PGIM India Large And Mid Cap PGIM India | 43 | Avoid | -3.6% | — | — | 0.18 | 0.24 | 14.1 | 1.8 | 0.89 | — | 27.4 | 0.89% | ₹777 Cr | 2.7y | |
| Union Large & Midcap Union | 40 | Avoid | 0.5% | 11.8% | 9.5% | 0.35 | 0.46 | 15.4 | -1.1 | 1.00 | 3★ | 37.6 | 1.32% | ₹969 Cr | 6.9y | |
| Canara Robeco Large And Mid Cap Canara Robeco | 40 | Avoid | -4.6% | 11.6% | 8.6% | 0.33 | 0.45 | 15.3 | -1.2 | 0.98 | 3★ | 32.3 | 0.77% | ₹24.6k Cr | 13.8y | |
| Mirae Asset Large & Midcap Mirae Asset | 40 | Avoid | -2.4% | 10.6% | 8.8% | 0.28 | 0.38 | 14.7 | -2.0 | 0.96 | 4★ | 21.6 | 0.85% | ₹42.8k Cr | 13.8y | |
| Bajaj Finserv Large And Mid Cap Bajaj Finserv | 40 | Avoid | -2.8% | — | — | 0.09 | 0.12 | 13.4 | 0.1 | 0.84 | — | 24.1 | 1.16% | ₹2.3k Cr | 2.6y | |
| JM Large & Mid Cap JM | 40 | Avoid | -0.7% | — | — | -0.23 | -0.32 | 14.4 | 2.9 | 0.99 | — | 33.0 | 1.05% | ₹449 Cr | 1.3y | |
| Helios Large & Mid Cap Helios | 39 | Avoid | -1.2% | — | — | 0.00 | 0.00 | 15.9 | 3.8 | 1.02 | — | 34.0 | 1.04% | ₹1.5k Cr | 2.0y | |
| Mahindra Manulife Large & Mid Cap Mahindra Manulife | 37 | Avoid | 0.0% | 10.8% | 10.3% | 0.26 | 0.34 | 16.3 | -2.4 | 1.04 | 3★ | 30.5 | 0.85% | ₹2.8k Cr | 6.8y | |
| Navi Large & Midcap Navi | 31 | Avoid | 1.3% | 9.4% | 9.0% | 0.19 | 0.27 | 14.8 | -3.3 | 0.95 | 2★ | 37.6 | 0.67% | ₹292 Cr | 10.9y | |
| LIC MF Large & Midcap LIC | 30 | Avoid | -4.5% | 11.7% | 9.0% | 0.33 | 0.44 | 15.8 | -1.3 | 1.02 | 3★ | 37.5 | 1.56% | ₹2.9k Cr | 11.6y | |
| Tata Large & Midcap Tata | 26 | Avoid | -9.1% | 5.9% | 8.1% | -0.04 | -0.06 | 14.3 | -6.5 | 0.92 | 2★ | 23.2 | 0.78% | ₹7.3k Cr | 13.8y | |
| ITI Large & Mid Cap ITI | 26 | Avoid | 0.5% | — | — | -0.40 | -0.53 | 17.1 | 1.0 | 1.11 | — | 29.4 | 1.07% | ₹691 Cr | 2.1y | |
| ABSL Large & Mid Cap Aditya Birla Sun Life | 25 | Avoid | -0.1% | 10.0% | 5.6% | 0.23 | 0.30 | 15.4 | -3.0 | 1.00 | 4★ | 37.6 | 1.28% | ₹5.6k Cr | 13.8y | |
| FranklIn India Large & Mid Cap Franklin | 24 | Avoid | -7.0% | 9.9% | 7.4% | 0.25 | 0.34 | 13.9 | -2.3 | 0.89 | 2★ | 27.3 | 1.66% | ₹3.3k Cr | 13.8y | |
| Samco Large & Mid Cap Samco | 18 | Avoid | -7.7% | — | — | -1.55 | -1.94 | 11.6 | -13.5 | 0.58 | — | 26.3 | 2.22% | ₹91 Cr | 1.3y | |
| Abakkus Large & Mid Cap Abakkus | 15 | Avoid | — | — | — | — | — | — | — | — | — | 30.9 | — | ₹486 Cr | 0.2y | |
| TrustMF Large & Midcap Trust | 10 | Avoid | — | — | — | — | — | — | — | — | — | 32.3 | — | ₹418 Cr | 0.2y | |
| The Wealth Company Large & Mid Cap The Wealth Company | 3 | Avoid | — | — | — | — | — | — | — | — | — | 28.4 | 2.39% | ₹109 Cr | 0.4y |
Large & Mid Cap funds — quick answers
›Which is the best Large & Mid Cap mutual fund right now?
Invesco India Large And Mid Cap currently ranks #1 of 36 Large & Mid Cap funds with a FundLens Smart Score of 84/100 (Strong Buy). It returned 20.4% over 3 years and 15.0% over 5 years at a 0.79% expense ratio (direct plan). Rankings are recomputed from data updated 19 Oct 2026.
›Which Large & Mid Cap fund has the best risk-adjusted returns?
Invesco India Large And Mid Cap leads the category on the Sortino ratio at 1.16 (Sharpe 0.85) — meaning it has delivered the most return per unit of downside risk among Large & Mid Cap funds.
›Which Large & Mid Cap fund has the lowest expense ratio?
Kotak Large & Midcap charges 0.67% a year (direct plan) — the lowest in the category. Lower fees compound in your favour over long holding periods.
›Which is the smallest Large & Mid Cap fund by AUM?
Samco Large & Mid Cap manages ₹91 Cr, the smallest in the category. Smaller funds can be nimbler, but check track record and costs before treating size alone as an edge.
›How long should I stay invested in a Large & Mid Cap fund?
Large & Mid Cap funds carry high risk, so a horizon of 5+ years is generally sensible. A mandated blend of stability and growth across large and mid caps. This is research, not investment advice.
Want these answers conversationally? Ask FundLens · New to the ratios? Sharpe vs Sortino, explained