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 | 83 | Strong Buy | 11.3% | 23.5% | 17.9% | 0.96 | 1.44 | 18.1 | 5.2 | 1.05 | 5★ | 45.3 | 0.83% | ₹11.7k Cr | 13.7y | |
| Motilal Oswal Large And Midcap Motilal Oswal | 82 | Strong Buy | 13.4% | 23.2% | 18.9% | 0.91 | 1.21 | 21.4 | 6.2 | 1.15 | 5★ | — | 0.89% | ₹18.4k Cr | 6.9y | |
| ICICI Pru Large & Midcap ICICI Pru | 78 | Strong Buy | 5.8% | 16.7% | 17.1% | 0.90 | 1.07 | 14.4 | 3.2 | 0.84 | 5★ | 23.6 | 1.16% | ₹32.7k Cr | 13.7y | |
| Bandhan Large & Mid Cap Bandhan | 77 | Buy | 7.5% | 18.9% | 17.2% | 1.04 | 1.16 | 16.1 | 5.5 | 0.97 | 5★ | 21.8 | 1.26% | ₹19.8k Cr | 13.7y | |
| Axis Large & Mid Cap Axis | 68 | Buy | 9.3% | 16.0% | 12.9% | 0.78 | 0.99 | 14.3 | 1.4 | 0.84 | 3★ | 32.9 | 0.91% | ₹16.7k Cr | 7.9y | |
| UTI Large & Mid Cap UTI | 68 | Buy | 6.3% | 16.0% | 14.6% | 0.89 | 0.93 | 15.5 | 3.1 | 0.93 | 4★ | 18.9 | 1.05% | ₹6.4k Cr | 13.7y | |
| HSBC Large And Mid Cap Gr Dir HSBC | 67 | Buy | 14.2% | 18.6% | 15.3% | 0.83 | 0.91 | 18.2 | 3.4 | 1.02 | 4★ | 31.6 | 1.47% | ₹5.5k Cr | 7.4y | |
| Whiteoak Capital Large & Mid Cap WhiteOak | 63 | Buy | 9.6% | — | — | 0.58 | 0.79 | 14.5 | 3.5 | 0.93 | — | 28.3 | 0.92% | ₹2.4k Cr | 2.7y | |
| Quant Large & Midcap Gr Quant | 61 | Hold | 13.7% | 15.9% | 16.3% | 0.77 | 0.74 | 19.9 | 2.1 | 1.13 | 4★ | 37.8 | 1.28% | ₹3.5k Cr | 13.7y | |
| Edelweiss Large & Midcap Edelweiss | 60 | Hold | 8.3% | 15.3% | 13.9% | 0.76 | 0.58 | 15.7 | 1.0 | 0.94 | 4★ | 29.0 | 0.66% | ₹4.8k Cr | 13.7y | |
| Nippon India Vision Large & Mid Cap Nippon India | 56 | Hold | 4.2% | 15.6% | 13.7% | 0.82 | 0.82 | 15.6 | 1.9 | 0.94 | 4★ | 31.5 | 1.49% | ₹7.7k Cr | 13.7y | |
| Kotak Large & Midcap Kotak | 56 | Hold | 5.3% | 14.2% | 13.9% | 0.51 | 0.68 | 15.0 | -1.3 | 0.98 | 4★ | 26.8 | 0.66% | ₹31.7k Cr | 13.7y | |
| SBI Large & Midcap SBI | 56 | Hold | 4.9% | 13.3% | 14.0% | 0.52 | 0.70 | 12.8 | -1.5 | 0.84 | 4★ | 37.9 | 0.82% | ₹42.3k Cr | 13.7y | |
| HDFC Large & Mid Cap HDFC | 54 | Hold | 4.8% | 13.8% | 15.4% | 0.48 | 0.65 | 14.9 | -1.7 | 0.99 | 3★ | 23.0 | 0.90% | ₹30.1k Cr | 13.7y | |
| DSP Large & Mid Cap DSP | 52 | Hold | 3.3% | 14.5% | 12.4% | 0.55 | 0.75 | 14.2 | -0.6 | 0.93 | 4★ | 22.2 | 0.81% | ₹18.3k Cr | 13.6y | |
| Sundaram Large And Midcap Sundaram | 51 | Hold | 12.1% | 15.7% | 12.8% | 0.63 | 0.83 | 15.9 | -1.0 | 0.95 | 4★ | 35.8 | 1.50% | ₹7.2k Cr | 13.7y | |
| Baroda BNP Paribas Large And Midcap Baroda BNP Paribas | 48 | Hold | 6.5% | 14.8% | 13.5% | 0.72 | 0.73 | 16.4 | 0.6 | 0.97 | 3★ | 30.1 | 1.24% | ₹1.8k Cr | 6.0y | |
| PGIM India Large And Mid Cap PGIM India | 47 | Hold | 3.7% | — | — | 0.34 | 0.46 | 14.1 | 1.8 | 0.89 | — | 29.4 | 0.78% | ₹828 Cr | 2.6y | |
| TrustMF Large & Midcap Trust | 46 | Hold | — | — | — | — | — | — | — | — | 4★ | 37.4 | 0.75% | ₹0 Cr | 0.1y | |
| Bank Of India Large & Mid Cap Bank of India | 43 | Avoid | 10.2% | 14.8% | 12.5% | 0.71 | 0.68 | 15.9 | 0.3 | 0.95 | 3★ | 23.8 | 1.45% | ₹514 Cr | 13.7y | |
| JM Large & Mid Cap JM | 41 | Avoid | 7.6% | — | — | 0.10 | 0.14 | 14.2 | 3.1 | 0.98 | — | 34.6 | 1.00% | ₹444 Cr | 1.2y | |
| Bajaj Finserv Large And Mid Cap Bajaj Finserv | 40 | Avoid | 4.5% | — | — | 0.28 | 0.38 | 13.4 | 0.7 | 0.84 | — | 18.8 | 1.25% | ₹2.4k Cr | 2.5y | |
| Canara Robeco Large And Mid Cap Canara Robeco | 39 | Avoid | 1.0% | 13.5% | 11.3% | 0.46 | 0.64 | 15.2 | -1.8 | 0.98 | 4★ | 35.0 | 0.74% | ₹26.1k Cr | 13.6y | |
| LIC MF Large & Midcap LIC | 38 | Avoid | 4.9% | 14.8% | 12.3% | 0.67 | 0.71 | 16.8 | -0.1 | 0.99 | 4★ | 39.1 | 1.88% | ₹3.1k Cr | 11.5y | |
| MahIndra Manulife Large & Mid Cap Mahindra Manulife | 38 | Avoid | 9.2% | 13.4% | 13.8% | 0.41 | 0.54 | 16.2 | -2.6 | 1.04 | 3★ | 30.7 | 0.87% | ₹2.8k Cr | 6.7y | |
| Mirae Asset Large & Midcap Mirae Asset | 38 | Avoid | 7.4% | 13.1% | 11.4% | 0.44 | 0.60 | 14.6 | -2.2 | 0.96 | 4★ | 23.2 | 0.84% | ₹45.3k Cr | 13.7y | |
| Helios Large & Mid Cap Helios | 38 | Avoid | 8.7% | — | — | 0.18 | 0.25 | 15.9 | 3.7 | 1.02 | — | 34.0 | 1.19% | ₹1.4k Cr | 1.8y | |
| Union Large & Midcap Union | 36 | Avoid | 7.8% | 13.8% | 12.5% | 0.47 | 0.63 | 15.3 | -1.9 | 1.00 | 3★ | 35.8 | 1.26% | ₹983 Cr | 6.7y | |
| Navi Large & Midcap Navi | 29 | Avoid | 8.5% | 10.9% | 11.8% | 0.30 | 0.41 | 14.6 | -4.3 | 0.95 | 3★ | 35.8 | 0.65% | ₹313 Cr | 10.7y | |
| FranklIn India Large & Mid Cap Franklin | 28 | Avoid | 1.5% | 12.8% | 10.8% | 0.45 | 0.63 | 13.7 | -1.8 | 0.88 | 2★ | 31.0 | 1.54% | ₹3.6k Cr | 13.7y | |
| Tata Large & Midcap Tata | 25 | Avoid | -2.6% | 7.9% | 9.8% | 0.08 | 0.10 | 14.1 | -7.1 | 0.91 | 2★ | 21.7 | 0.75% | ₹7.9k Cr | 13.7y | |
| ABSL Large & Mid Cap Aditya Birla Sun Life | 24 | Avoid | 8.5% | 12.1% | 8.5% | 0.36 | 0.48 | 15.2 | -3.5 | 1.00 | 4★ | 35.8 | 1.22% | ₹5.8k Cr | 13.7y | |
| ITI Large & Mid Cap ITI | 24 | Avoid | 6.7% | — | — | -0.33 | -0.44 | 17.2 | -0.5 | 1.12 | — | 28.9 | 1.03% | ₹740 Cr | 2.0y | |
| Samco Large & Mid Cap Samco | 18 | Avoid | -4.4% | — | — | -1.41 | -1.78 | 11.8 | -14.4 | 0.58 | — | 20.1 | 2.48% | ₹101 Cr | 1.2y | |
| The Wealth Company Large & Mid Cap The Wealth Company | 10 | Avoid | — | — | — | — | — | — | — | — | — | 32.9 | — | ₹102 Cr | 0.3y | |
| Abakkus Large & Mid Cap Abakkus | 3 | Avoid | — | — | — | — | — | — | — | — | 4★ | — | — | ₹0 Cr | 0.1y |
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 83/100 (Strong Buy). It returned 23.5% over 3 years and 17.9% over 5 years at a 0.83% expense ratio (direct plan). Rankings are recomputed from data updated 03 Sept 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 1.44 (Sharpe 0.96) — 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?
Navi Large & Midcap charges 0.65% 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?
TrustMF Large & Midcap manages ₹0 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