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 | 6.5% | 22.4% | 17.1% | 1.00 | 1.35 | 18.4 | 8.1 | 1.06 | 5★ | 46.1 | 0.79% | ₹12.4k Cr | 13.7y | |
| Motilal Oswal Large And Midcap Motilal Oswal | 81 | Strong Buy | 7.4% | 22.2% | 18.8% | 0.87 | 1.13 | 21.6 | 7.6 | 1.15 | 5★ | — | 0.92% | ₹20.2k Cr | 6.9y | |
| Bandhan Large & Mid Cap Bandhan | 77 | Buy | 3.4% | 17.6% | 16.9% | 0.90 | 1.05 | 15.8 | 4.9 | 0.96 | 5★ | 22.2 | 1.23% | ₹21.0k Cr | 13.7y | |
| ICICI Pru Large & Midcap ICICI Pru | 75 | Buy | 0.3% | 14.9% | 15.7% | 0.87 | 0.89 | 14.2 | 4.3 | 0.84 | 5★ | 23.7 | 1.34% | ₹33.6k Cr | 13.7y | |
| Axis Large & Mid Cap Axis | 72 | Buy | 4.9% | 15.2% | 12.1% | 0.81 | 0.90 | 14.2 | 3.2 | 0.85 | 3★ | 33.5 | 0.86% | ₹17.3k Cr | 7.9y | |
| HSBC Large And Mid Cap Gr Dir HSBC | 69 | Buy | 9.3% | 18.0% | 14.7% | 0.80 | 0.87 | 18.3 | 4.7 | 1.02 | 4★ | 35.3 | 1.44% | ₹5.9k Cr | 7.5y | |
| UTI Large & Mid Cap UTI | 65 | Buy | 1.4% | 14.3% | 13.9% | 0.76 | 0.78 | 15.1 | 2.5 | 0.92 | 4★ | 18.2 | 1.08% | ₹6.5k Cr | 13.7y | |
| Quant Large & Midcap Gr Quant | 61 | Hold | 9.7% | 14.8% | 16.0% | 0.62 | 0.69 | 19.5 | 1.3 | 1.12 | 4★ | 33.5 | 1.25% | ₹3.5k Cr | 13.7y | |
| Whiteoak Capital Large & Mid Cap WhiteOak | 61 | Hold | 3.7% | — | — | 0.50 | 0.68 | 14.5 | 3.1 | 0.93 | — | 27.7 | 0.90% | ₹2.5k Cr | 2.7y | |
| Edelweiss Large & Midcap Edelweiss | 59 | Hold | 3.3% | 14.2% | 13.2% | 0.71 | 0.45 | 15.5 | 2.0 | 0.94 | 5★ | 28.8 | 0.68% | ₹4.9k Cr | 13.7y | |
| Sundaram Large And Midcap Sundaram | 58 | Hold | 8.1% | 14.5% | 12.3% | 0.73 | 0.73 | 16.0 | 2.5 | 0.95 | 4★ | 37.7 | 1.42% | ₹7.5k Cr | 13.7y | |
| Kotak Large & Midcap Kotak | 58 | Hold | 0.6% | 13.1% | 13.2% | 0.44 | 0.59 | 15.0 | -1.4 | 0.99 | 4★ | 27.5 | 0.66% | ₹32.3k Cr | 13.7y | |
| SBI Large & Midcap SBI | 56 | Hold | 0.9% | 12.0% | 13.5% | 0.43 | 0.59 | 12.8 | -1.8 | 0.84 | 4★ | 36.1 | 0.85% | ₹42.3k Cr | 13.7y | |
| Nippon India Vision Large & Mid Cap Nippon India | 54 | Hold | -1.4% | 14.1% | 12.9% | 0.74 | 0.70 | 15.4 | 2.3 | 0.95 | 3★ | 30.5 | 1.51% | ₹7.9k Cr | 13.7y | |
| HDFC Large & Mid Cap HDFC | 51 | Hold | -0.4% | 12.5% | 14.4% | 0.40 | 0.54 | 14.9 | -2.1 | 0.99 | 4★ | 22.9 | 0.90% | ₹30.3k Cr | 13.7y | |
| DSP Large & Mid Cap DSP | 50 | Hold | -1.7% | 13.0% | 11.7% | 0.46 | 0.62 | 14.2 | -1.0 | 0.93 | 4★ | 22.4 | 0.81% | ₹18.4k Cr | 13.7y | |
| Baroda BNP Paribas Large And Midcap Baroda BNP Paribas | 48 | Hold | 2.1% | 13.5% | 12.4% | 0.66 | 0.63 | 16.2 | 1.3 | 0.97 | 3★ | 30.2 | 1.16% | ₹1.9k Cr | 6.0y | |
| PGIM India Large And Mid Cap PGIM India | 45 | Hold | -0.6% | — | — | 0.28 | 0.38 | 14.1 | 1.7 | 0.89 | — | 29.2 | 0.86% | ₹831 Cr | 2.6y | |
| Bank Of India Large & Mid Cap Bank of India | 43 | Avoid | 5.8% | 13.3% | 11.8% | 0.66 | 0.59 | 15.8 | 1.3 | 0.95 | 3★ | 23.8 | 1.47% | ₹529 Cr | 13.7y | |
| JM Large & Mid Cap JM | 40 | Avoid | 3.6% | — | — | 0.03 | 0.04 | 14.3 | 3.7 | 0.99 | — | 36.2 | 1.04% | ₹464 Cr | 1.2y | |
| LIC MF Large & Midcap LIC | 39 | Avoid | 0.1% | 13.8% | 11.4% | 0.65 | 0.64 | 16.7 | 1.3 | 0.99 | 4★ | 41.0 | 1.66% | ₹3.2k Cr | 11.6y | |
| Canara Robeco Large And Mid Cap Canara Robeco | 39 | Avoid | -3.0% | 12.4% | 10.5% | 0.39 | 0.54 | 15.2 | -2.0 | 0.98 | 3★ | 34.6 | 0.77% | ₹26.3k Cr | 13.7y | |
| Bajaj Finserv Large And Mid Cap Bajaj Finserv | 39 | Avoid | 0.2% | — | — | 0.22 | 0.30 | 13.4 | 0.5 | 0.84 | — | 28.0 | 1.19% | ₹2.5k Cr | 2.6y | |
| Mahindra Manulife Large & Mid Cap Mahindra Manulife | 38 | Avoid | 4.0% | 12.1% | 13.0% | 0.34 | 0.45 | 16.3 | -2.9 | 1.04 | 3★ | 31.9 | 0.86% | ₹2.9k Cr | 6.7y | |
| Mirae Asset Large & Midcap Mirae Asset | 38 | Avoid | 1.7% | 11.6% | 10.6% | 0.35 | 0.47 | 14.6 | -2.7 | 0.96 | 4★ | 22.8 | 0.86% | ₹45.8k Cr | 13.7y | |
| Helios Large & Mid Cap Helios | 38 | Avoid | 5.4% | — | — | 0.19 | 0.26 | 15.9 | 4.8 | 1.03 | — | 36.7 | 1.08% | ₹1.5k Cr | 1.9y | |
| Union Large & Midcap Union | 37 | Avoid | 3.9% | 12.7% | 11.8% | 0.41 | 0.54 | 15.3 | -1.9 | 1.01 | 3★ | 33.5 | 1.29% | ₹1.0k Cr | 6.8y | |
| Abakkus Large & Mid Cap Abakkus | 35 | Avoid | — | — | — | — | — | — | — | — | 4★ | 32.8 | 0.95% | ₹437 Cr | 0.1y | |
| Navi Large & Midcap Navi | 28 | Avoid | 3.1% | 9.8% | 10.8% | 0.23 | 0.31 | 14.6 | -4.5 | 0.95 | 3★ | 33.5 | 0.66% | ₹315 Cr | 10.8y | |
| ITI Large & Mid Cap ITI | 28 | Avoid | 4.9% | — | — | -0.27 | -0.36 | 17.1 | 1.4 | 1.12 | — | 29.3 | 1.06% | ₹729 Cr | 2.0y | |
| FranklIn India Large & Mid Cap Franklin | 26 | Avoid | -3.0% | 11.1% | 10.0% | 0.33 | 0.46 | 13.7 | -2.6 | 0.88 | 2★ | 30.3 | 1.58% | ₹3.6k Cr | 13.7y | |
| Tata Large & Midcap Tata | 26 | Avoid | -5.6% | 7.0% | 9.4% | 0.04 | 0.05 | 14.1 | -6.9 | 0.91 | 2★ | 21.2 | 0.77% | ₹7.7k Cr | 13.7y | |
| ABSL Large & Mid Cap Aditya Birla Sun Life | 24 | Avoid | 4.7% | 11.4% | 7.7% | 0.32 | 0.42 | 15.3 | -3.3 | 1.00 | 4★ | 33.5 | 1.26% | ₹6.0k Cr | 13.7y | |
| Samco Large & Mid Cap Samco | 18 | Avoid | -6.4% | — | — | -1.44 | -1.81 | 11.8 | -13.8 | 0.59 | — | 16.6 | 2.33% | ₹99 Cr | 1.2y | |
| TrustMF Large & Midcap Trust | 10 | Avoid | — | — | — | — | — | — | — | — | 4★ | 35.0 | — | ₹366 Cr | 0.1y | |
| The Wealth Company Large & Mid Cap The Wealth Company | 4 | Avoid | — | — | — | — | — | — | — | — | — | 31.4 | — | ₹111 Cr | 0.3y |
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 22.4% over 3 years and 17.1% over 5 years at a 0.79% expense ratio (direct plan). Rankings are recomputed from data updated 20 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 1.35 (Sharpe 1.00) — 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 0.66% 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 ₹99 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