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Large and Mid Cap Mutual Funds
Find here some best Large and Mid Cap fund to invest
- Annual Returns 14.18%
- Average Risk High
- Total Funds 32
What is Large and Mid Cap Mutual Fund?
Large and midcap fund are a newly launched category of equity mutual funds. These funds diversify their investments between blue-chip large companies and rapidly growing mid-sized companies. This combination offers high returns while maintaining lower risk than the market. The recommended investment duration for this equity scheme is 3-5 years, with a tolerance for medium volatility risk. The average return over three years is 11.83% per annum.
More
Top 5 Large and Mid Cap Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Large and Mid Cap Funds in India for High Returns
|
|
1D NAV Changed
-0.38%
|
SIP 3Y P.a.
13.99%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.44%
|
SIP 3Y P.a.
11.13%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.5%
|
SIP 3Y P.a.
12.15%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.51%
|
SIP 3Y P.a.
11.38%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.51%
|
SIP 3Y P.a.
14.5%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.58%
|
SIP 3Y P.a.
19.89%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.6%
|
SIP 3Y P.a.
21.49%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.63%
|
SIP 3Y P.a.
8.68%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.65%
|
SIP 3Y P.a.
21.14%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.68%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.71%
|
SIP 3Y P.a.
10.82%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.72%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.73%
|
SIP 3Y P.a.
15.47%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.74%
|
SIP 3Y P.a.
17.85%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.75%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.76%
|
SIP 3Y P.a.
15.58%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.79%
|
SIP 3Y P.a.
13.08%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.82%
|
SIP 3Y P.a.
16.52%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.83%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.84%
|
SIP 3Y P.a.
12.32%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
1.08%
|
1 Month
-6.43%
|
3 Months
-8.27%
|
6 Months
-12.52%
|
1 Year
9.91%
|
Invest | ||
|
1 Week
0.45%
|
1 Month
-4.09%
|
3 Months
-6.94%
|
6 Months
-11.69%
|
1 Year
1.87%
|
Invest | ||
|
1 Week
1.21%
|
1 Month
-6.57%
|
3 Months
-8.06%
|
6 Months
-15.87%
|
1 Year
0.19%
|
Invest | ||
|
1 Week
1.2%
|
1 Month
-6.63%
|
3 Months
-8.23%
|
6 Months
-16.18%
|
1 Year
-0.53%
|
Invest | ||
|
1 Week
0.36%
|
1 Month
-7.8%
|
3 Months
-5.77%
|
6 Months
-19%
|
1 Year
-2.73%
|
Invest | ||
|
1 Week
0.23%
|
1 Month
-1.77%
|
3 Months
-1.37%
|
6 Months
-6.67%
|
1 Year
10.27%
|
Invest | ||
|
1 Week
0.04%
|
1 Month
-10.7%
|
3 Months
-12.77%
|
6 Months
-11.4%
|
1 Year
11.29%
|
Invest | ||
|
1 Week
1.01%
|
1 Month
-5.04%
|
3 Months
-6.67%
|
6 Months
-13.55%
|
1 Year
2.94%
|
Invest | ||
|
1 Week
0.54%
|
1 Month
-3.41%
|
3 Months
-5.3%
|
6 Months
-11.63%
|
1 Year
9.73%
|
Invest | ||
|
1 Week
2.05%
|
1 Month
-4.8%
|
3 Months
-8.84%
|
6 Months
-
|
1 Year
-
|
Invest | ||
|
1 Week
0.84%
|
1 Month
-4.81%
|
3 Months
-6.83%
|
6 Months
-13.49%
|
1 Year
1.24%
|
Invest | ||
|
1 Week
0.27%
|
1 Month
-2.83%
|
3 Months
-4.44%
|
6 Months
-8.42%
|
1 Year
8.18%
|
Invest | ||
|
1 Week
-0.13%
|
1 Month
-6.12%
|
3 Months
-9.22%
|
6 Months
-13.26%
|
1 Year
3.16%
|
Invest | ||
|
1 Week
1.08%
|
1 Month
-3.25%
|
3 Months
-5.32%
|
6 Months
-10.47%
|
1 Year
9.61%
|
Invest | ||
|
1 Week
-0.25%
|
1 Month
-3.76%
|
3 Months
-5.63%
|
6 Months
-10.15%
|
1 Year
-
|
Invest | ||
|
1 Week
-0.02%
|
1 Month
-2.73%
|
3 Months
-4.94%
|
6 Months
-8.26%
|
1 Year
6.88%
|
Invest | ||
|
1 Week
0.17%
|
1 Month
-4.38%
|
3 Months
-5.54%
|
6 Months
-8.53%
|
1 Year
8.19%
|
Invest | ||
|
1 Week
0.62%
|
1 Month
-4.15%
|
3 Months
-6.03%
|
6 Months
-11.98%
|
1 Year
4.25%
|
Invest | ||
|
1 Week
0.75%
|
1 Month
-3.93%
|
3 Months
-5.56%
|
6 Months
-
|
1 Year
-
|
Invest | ||
|
1 Week
0.22%
|
1 Month
-4.72%
|
3 Months
-8.15%
|
6 Months
-11.87%
|
1 Year
5.34%
|
Invest |
|
2 Years
21.4%
|
3 Years
13.28%
|
5 Years
15.2%
|
Annual Rt
17.14%
|
Invest | ||
|
2 Years
15.67%
|
3 Years
14.21%
|
5 Years
16.12%
|
Annual Rt
12.69%
|
Invest | ||
|
2 Years
18.56%
|
3 Years
14%
|
5 Years
16.12%
|
Annual Rt
15.46%
|
Invest | ||
|
2 Years
17.77%
|
3 Years
13.33%
|
5 Years
15.46%
|
Annual Rt
14.81%
|
Invest | ||
|
2 Years
21.98%
|
3 Years
17.85%
|
5 Years
21.96%
|
Annual Rt
14.25%
|
Invest | ||
|
2 Years
24.5%
|
3 Years
19.71%
|
5 Years
21.85%
|
Annual Rt
18.2%
|
Invest | ||
|
2 Years
27.86%
|
3 Years
20.05%
|
5 Years
19.8%
|
Annual Rt
26.62%
|
Invest | ||
|
2 Years
15.89%
|
3 Years
7.22%
|
5 Years
12.04%
|
Annual Rt
15.96%
|
Invest | ||
|
2 Years
27.06%
|
3 Years
20.67%
|
5 Years
19.86%
|
Annual Rt
12.99%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
-
|
Invest | ||
|
2 Years
17.58%
|
3 Years
11.53%
|
5 Years
17.05%
|
Annual Rt
20.14%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
19.82%
|
Invest | ||
|
2 Years
20.99%
|
3 Years
15.02%
|
5 Years
-
|
Annual Rt
-7.34%
|
Invest | ||
|
2 Years
24.23%
|
3 Years
17.62%
|
5 Years
18.17%
|
Annual Rt
17.64%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
22.67%
|
Invest | ||
|
2 Years
19.31%
|
3 Years
15.84%
|
5 Years
17.86%
|
Annual Rt
17.35%
|
Invest | ||
|
2 Years
19.62%
|
3 Years
12.52%
|
5 Years
16.04%
|
Annual Rt
13.85%
|
Invest | ||
|
2 Years
23.32%
|
3 Years
18.32%
|
5 Years
20.77%
|
Annual Rt
12.19%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
-
|
Invest | ||
|
2 Years
18.11%
|
3 Years
12.29%
|
5 Years
14.66%
|
Annual Rt
9.66%
|
Invest |
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
|
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest |
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
1.9%
|
Fund Manager
Yogesh Patil
|
Launch Date
25-Feb 2015
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.77%
|
Fund Manager
Chandraprakash Padiyar
|
Launch Date
31-Mar 2003
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
1.58%
|
Fund Manager
Nitin Gosar
|
Launch Date
21-Oct 2008
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.3%
|
Fund Manager
Nitin Gosar
|
Launch Date
21-Oct 2008
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
1.9%
|
Fund Manager
Sanjeev Sharma
|
Launch Date
09-Jan 2007
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.7%
|
Fund Manager
Ihab Dalwai
|
Launch Date
09-Jul 1998
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
1.73%
|
Fund Manager
Ajay Khandelwal
|
Launch Date
17-Oct 2019
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.9%
|
Fund Manager
Atul Penkar
|
Launch Date
24-Feb 1995
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.78%
|
Fund Manager
Manish Gunwani
|
Launch Date
09-Aug 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.19%
|
Fund Manager
Vishal Jajoo
|
Launch Date
13-Sep 2024
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.54%
|
Fund Manager
Neelesh Surana
|
Launch Date
09-Jul 2010
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.33%
|
Fund Manager
Puneet Pal
|
Launch Date
12-Feb 2024
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
2.11%
|
Fund Manager
Sanjay Chawla
|
Launch Date
04-Sep 2020
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.7%
|
Fund Manager
Rohit Singhania
|
Launch Date
16-May 2000
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.06%
|
Fund Manager
Nimesh Chandan
|
Launch Date
27-Feb 2024
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.61%
|
Fund Manager
Saurabh Pant
|
Launch Date
25-May 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.02%
|
Fund Manager
R Janakiraman
|
Launch Date
02-Mar 2005
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.66%
|
Fund Manager
Gopal Agrawal
|
Launch Date
18-Feb 1994
|
Invest | ||
|
Min SIP
₹5000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.87%
|
Fund Manager
Ekta Gala
|
Launch Date
25-Oct 2024
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.85%
|
Fund Manager
Ravi Gopalakrishnan
|
Launch Date
27-Feb 2007
|
Invest |
|
Latest NAV
34.5409(21-02-2025)
|
Previous NAV
34.6737(20-02-2025)
|
1D NAV Change
-0.38%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
470.8167(21-02-2025)
|
Previous NAV
472.9121(20-02-2025)
|
1D NAV Change
-0.44%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
85.07(21-02-2025)
|
Previous NAV
85.50(20-02-2025)
|
1D NAV Change
-0.5%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
77.60(21-02-2025)
|
Previous NAV
78.00(20-02-2025)
|
1D NAV Change
-0.51%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
105.691(21-02-2025)
|
Previous NAV
106.2313(20-02-2025)
|
1D NAV Change
-0.51%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
900.61(21-02-2025)
|
Previous NAV
905.87(20-02-2025)
|
1D NAV Change
-0.58%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
27.8975(21-02-2025)
|
Previous NAV
28.0667(20-02-2025)
|
1D NAV Change
-0.6%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
794.04(21-02-2025)
|
Previous NAV
799.07(20-02-2025)
|
1D NAV Change
-0.63%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
118.492(21-02-2025)
|
Previous NAV
119.270(20-02-2025)
|
1D NAV Change
-0.65%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
8.6056(21-02-2025)
|
Previous NAV
8.6644(20-02-2025)
|
1D NAV Change
-0.68%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
131.083(21-02-2025)
|
Previous NAV
132.021(20-02-2025)
|
1D NAV Change
-0.71%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
10.98(21-02-2025)
|
Previous NAV
11.06(20-02-2025)
|
1D NAV Change
-0.72%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
24.1612(21-02-2025)
|
Previous NAV
24.3386(20-02-2025)
|
1D NAV Change
-0.73%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
556.136(21-02-2025)
|
Previous NAV
560.255(20-02-2025)
|
1D NAV Change
-0.74%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
10.948(21-02-2025)
|
Previous NAV
11.031(20-02-2025)
|
1D NAV Change
-0.75%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
553.1871(21-02-2025)
|
Previous NAV
557.4487(20-02-2025)
|
1D NAV Change
-0.76%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
169.0060(21-02-2025)
|
Previous NAV
170.3586(20-02-2025)
|
1D NAV Change
-0.79%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
299.95(21-02-2025)
|
Previous NAV
302.421(20-02-2025)
|
1D NAV Change
-0.82%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
9.0720(21-02-2025)
|
Previous NAV
9.1482(20-02-2025)
|
1D NAV Change
-0.83%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
75.6851(21-02-2025)
|
Previous NAV
76.3282(20-02-2025)
|
1D NAV Change
-0.84%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Join 50,000+ Investors Who Tested Their Suitability
Are Large and Mid Cap Funds Suitable for You?
Suitability Test?
Check Suitability of Large and Mid Cap Funds for your Portfolio
Suitability Result
Comparison of Top Large and Mid Cap Funds
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns 13.22%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 13.28%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns 18.73%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 13.28%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns 18.93%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 13.28%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns 20.67%
VS
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns 19.71%
Large and Mid Cap Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
How Large and Mid Cap Fund Work?
Large and mid cap Mutual Funds invest in a mix of assets based on their market capitalization. It invests in large cap companies for their stability and mid cap for potential growth opportunities. Here's how they work:
-
Portfolio Creation:
Large and mid cap funds fall under the equity category. The fund managers create a portfolio that includes both large cap and mid cap stocks.
-
Portfolio Allocation:
These funds allocate funds between large-cap and mid-cap companies, as per the SEBI guidelines, with at least 35% invested in each. This diversification allows investors to benefit from both stable and growth-oriented companies.
-
Market Conditions:
The allocation of large- and mid-cap stocks fluctuates according to the market's conditions During a market downturn, the fund manager might put more money, like 65%, into large companies because they are more stable. The remaining 35% goes into mid cap companies, as required by regulations. Similarly, in a rising market, they might invest more in medium and small-sized companies because they can grow quickly and give higher returns, helping the fund perform better.
-
Risk and Return:
Large-cap stocks are less risky and more stable, whereas mid-cap companies have stronger growth potential but carry more risk. Combining them in a portfolio helps investors balance risk and return.
Who Should Invest in Large and Mid Cap Fund?
There are numerous factors that make a fund suitable for investors, let’s delve into some of these to make an informed decision:
Long Term Investment
Long term investors may benefit from large and mid cap category, which provide a balanced mix of established large cap companies and potentially high-growth mid cap companies. Over the long term, this diversified approach can help investors capitalize on the growth potential of both market groups while reducing some of the short term volatility.
Investors interested in mid-cap but prefer lower risk:
Mid-cap companies frequently have greater growth potential than large-cap companies, but they also carry more risk. Investing in big and mid-cap category funds allows investors to gain knowledge about mid-cap companies while also benefiting from the stability of large-cap investments. This makes it a good option for investors desiring to invest in mid-cap companies without taking excessive risk.
Taxation on Large and Mid Cap Mutual Funds?
Under the income tax provisions, any returns from this Equity oriented fund are considered capital gains. This gain is calculated based on your investment duration.
Short term gain
When you sell an investment within a year of purchasing it, any profit you make is considered short-term capital gains. These gains are subject to a higher tax rate of 15%.
Long term gain
If you hold onto your investment for more than a year, the profit you earn is categorized as long-term capital gains. Long-term capital gains enjoy a favourable tax treatment compared to short-term gains.
Let's understand if you experience short and long-term capital losses how it will be adjusted under income tax provisions?
For short-term losses: If you lose money from selling investments within a year, you can use that loss to reduce any gains you've made within the same year, whether they're short-term or long-term gains. This helps in minimizing your overall taxable income for the year.
For Long-term losses- It's important to remember that long-term capital losses cannot be used to adjust for short-term capital gains. In other words, if you experience a loss on an investment that you held for more than one year, you can only use that loss to offset gains on investments that you held for more than one year.
How to Invest in Large and Mid Cap Funds?
Here are some simple steps to invest in large and mid cap funds:
Step 1: Visit MySIPonline and download the App
Step 2: Check your KYC and if it is not registered do Video KYC
Step 3: Complete profile (PAN card, Aadhar number, bank details, nominee, signature)
Step 4: Explore top funds in the mutual fund section or consult an expert for guidance.
Step 5: Pick your fund, add it to the cart, and select either SIP or lump sum for your investment.
Step 6: Make a payment from UPI or net banking securely and easily.
Step 7: Track your investment daily on the dashboard and use our analysis for management.
To sum up, follow these easy steps for wealth creation and financial security.
Factors to Consider Before Investing?
Before investing, the smart thing to do is consider the following factors:
Investment Objectives
Identify your financial goals and the objectives of your investments, such as retirement, education, or creating wealth.
Risk Tolerance
Define your level of comfort with market volatility and potential losses. Decide how much risk you are willing to take to achieve your investing objectives.
Consider Your Time Horizon
Consider the length of time you plan to invest according to your investment objective, but long-term investment creates an opportunity for the fund to achieve its full growth potential and give you better returns over time.
Diversification
Spread your investments across different asset classes, this will help to reduce risk and boost your potential returns.
Review the Fund Performance
Fund performance means looking at how well the fund has done in the past. You compare it to a benchmark and other peers. This helps you see if the fund has done better or worse than expected.
Market Condition
Consider the current economic environment, market trends, and potential risks and opportunities that may affect your investments.
Exit strategy
Have a plan in place for when to sell or redeem your investment if needed.
To sum up, consider your investment goals, risk tolerance, time horizon, diversification, fund performance, market conditions, and exit strategy for informed decisions and financial goals.
Frequently Asked Questions
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