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Large and Mid Cap Mutual Funds
Find here some best Large and Mid Cap fund to invest
- Annual Returns 13.59%
- Average Risk High
- Total Funds 33
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
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Nifty LargeMid250 |
6.51% | 5.41% | -4.67% | -11.75% | -5.09% | 9.11% | 25.90% | 16.43% | - | - | |||
| 8446.92 | 5 years | 4.69% | 5.44% | -16.41% | -14.82% | -16.53% | 18.34% | 32.81% | 24.27% | 30.94% | - | Invest | |
| 13444.08 | 24 years | 4.24% | 6.37% | -2.53% | -9.24% | -3.29% | 17.98% | 30.04% | 20.15% | 29.14% | 14.81% | Invest | |
| 6249.9 | 17 years | 3.75% | 4.29% | -10.08% | -12.56% | -9.79% | 17.74% | 32.71% | 20.19% | 26.93% | 13.88% | Invest | |
| 2915.53 | 10 years | 3.72% | 6.69% | -6.9% | -10.39% | -7.58% | 17.35% | 27.44% | 15.09% | 25.15% | 13.94% | Invest | |
| 4046.69 | 19 years | 3.43% | 4.54% | -5.81% | -11.68% | -6.03% | 15.14% | 30.22% | 20.37% | 32.33% | 12.7% | Invest | |
| 23338.91 | 20 years | 3.25% | 5.82% | -6.52% | -10.75% | -7.28% | 14.63% | 24.86% | 15.17% | 26.73% | 15.32% | Invest | |
| 5352.87 | 29 years | 4.07% | 5.3% | -5.17% | -9.94% | -5.59% | 14.17% | 29.56% | 18.84% | 29.41% | 11.72% | Invest | |
| 7574.37 | 19 years | 3.12% | 4.17% | -6.28% | -12.57% | -6.78% | 13.52% | 31.94% | 21.97% | 31.47% | 14.21% | Invest | |
| 18624.12 | 26 years | 3.56% | 4.15% | 0.4% | -8.32% | 0.26% | 13.48% | 28.81% | 21.17% | 32.69% | 14.45% | Invest | |
| 28677.29 | 19 years | 3.53% | 4.57% | -2.55% | -8.4% | -3.21% | 12.93% | 23.37% | 16.88% | 29.26% | 14.08% | Invest | |
| 1493.62 | 1 years | 3.61% | 4.98% | -6.57% | -9.86% | -7.45% | 12.82% | - | - | - | - | Invest | |
| 3369.56 | 20 years | 3.42% | 3.69% | -4.86% | -12.02% | -5.23% | 12.77% | 23.5% | 14.08% | 28.03% | 10.85% | Invest | |
| 1703.73 | 1 years | 2.52% | 3.54% | -5.25% | -11.52% | -6.36% | 11.9% | - | - | - | - | Invest | |
| 3610.13 | 17 years | 3.42% | 4.76% | -7.84% | -12.13% | -8.32% | 11.81% | 25.67% | 16.04% | 27.08% | 13.28% | Invest | |
| 602.29 | 1 years | 3.54% | 5.16% | -4.83% | -9.37% | -5.39% | 11.74% | - | - | - | - | Invest | |
| 3873.33 | 5 years | 3.89% | 3.62% | -15.53% | -16.04% | -16.44% | 11.35% | 26.1% | 15.59% | 26% | - | Invest | |
| 24533.81 | 20 years | 3.72% | 5.43% | -6.33% | -11.89% | -6.85% | 10.57% | 24.93% | 17.59% | 27.81% | 14.31% | Invest | |
| 6470.35 | 18 years | 3.99% | 5.86% | -7.35% | -11.67% | -7.71% | 10.13% | 23.7% | 13.9% | 25.73% | 13.41% | Invest | |
| 13522.21 | 6 years | 3.24% | 3.31% | -6.67% | -11.29% | -6.88% | 9.92% | 27.32% | 13.8% | 26.9% | - | Invest | |
| 23139.67 | 31 years | 4.26% | 5.36% | -5.16% | -12.1% | -5.81% | 9.82% | 28.42% | 19.64% | 32.25% | 13.23% | Invest | |
| 1445.39 | 4 years | 4.05% | 5.92% | -8.23% | -13.12% | -9.22% | 8.79% | 26.77% | 15.62% | - | - | Invest | |
| 5482.76 | 30 years | 3.85% | 5.94% | -6.45% | -13.23% | -6.92% | 8.2% | 21.26% | 9.23% | 23.08% | 10.95% | Invest | |
| 7943.04 | 21 years | 3.31% | 5.72% | -4.69% | -12.2% | -4.66% | 7.31% | 20.09% | 16.03% | 26.18% | 12.54% | Invest | |
| 36514.01 | 14 years | 3.76% | 5.62% | -6.16% | -12.56% | -5.99% | 7.03% | 22.46% | 13.47% | 27.52% | 16.7% | Invest | |
| 356.68 | 16 years | 4.09% | 5.86% | -6.96% | -12.83% | -6.62% | 5.54% | 23.65% | 15.86% | 25.97% | 11.81% | Invest | |
| 356.68 | 16 years | 4.07% | 5.8% | -7.13% | -13.14% | -6.78% | 4.77% | 22.8% | 15.17% | 25.25% | 11.07% | Invest | |
| 2419.51 | 5 years | 3.83% | 4.18% | -7.31% | -13.9% | -8.47% | 1.51% | 23.83% | 13.47% | 27.55% | - | Invest | |
| 7.74 | 2 months | 2.53% | 2.66% | - | - | - | - | - | - | - | - | Invest | |
| 783.37 | 6 months | 3.92% | 5.61% | -8.53% | -12.37% | -8.85% | - | - | - | - | - | Invest | |
| 459.55 | 5 months | 3.96% | 4.75% | -5.24% | - | -5.64% | - | - | - | - | - | Invest | |
| 13.61 | 5 months | 3.93% | 4.7% | -5.29% | - | -5.69% | - | - | - | - | - | Invest | |
| 3612.18 | 18 years | 3.71% | 4.12% | -6.42% | -17.04% | -7.85% | -0.72% | 26.85% | 17.08% | 31.13% | 16.33% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 | Apr-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 8446.92 | Very High |
-7.36%
|
-8.75%
|
17.68%
|
23.7%
|
23.99%
|
-
|
23.8%
|
Invest | |
| 13444.08 | Very High |
-1.18%
|
-2.23%
|
17.42%
|
20.78%
|
20.68%
|
16.83%
|
18.63%
|
Invest | |
| 6249.9 | Very High |
-3.17%
|
-2.67%
|
19.95%
|
22.92%
|
21.24%
|
16.9%
|
15.48%
|
Invest | |
| 2915.53 | Very High |
-2.97%
|
-5.46%
|
15.32%
|
17.45%
|
18.02%
|
15.57%
|
15.53%
|
Invest | |
| 4046.69 | Very High |
-3.12%
|
-4.81%
|
16.46%
|
20.78%
|
22.23%
|
16.55%
|
11.85%
|
Invest | |
| 23338.91 | Very High |
-1.45%
|
-2.31%
|
14.91%
|
17.06%
|
18.01%
|
16.38%
|
17.92%
|
Invest | |
| 5352.87 | Very High |
-2.38%
|
-4.31%
|
16.42%
|
20.25%
|
21.08%
|
15.45%
|
18.43%
|
Invest | |
| 7574.37 | Very High |
-2.66%
|
-5.63%
|
17.79%
|
22.6%
|
23.19%
|
17.49%
|
15.35%
|
Invest | |
| 18624.12 | Very High |
0.04%
|
-0.1%
|
17.6%
|
20.94%
|
23.59%
|
17.97%
|
17.14%
|
Invest | |
| 28677.29 | Very High |
-1.83%
|
-3.09%
|
12.22%
|
15.96%
|
19.27%
|
16.3%
|
15.42%
|
Invest | |
| 1493.62 | Very High |
-2.72%
|
-4.36%
|
-
|
-
|
-
|
-
|
1.77%
|
Invest | |
| 3369.56 | Very High |
-3.16%
|
-5.56%
|
11.69%
|
14.69%
|
16.82%
|
13.31%
|
13.6%
|
Invest | |
| 1703.73 | Very High |
-3.4%
|
-6.52%
|
-
|
-
|
-
|
-
|
-3.83%
|
Invest | |
| 3610.13 | Very High |
-4.03%
|
-7%
|
12.36%
|
16.42%
|
18.3%
|
15.97%
|
14.45%
|
Invest | |
| 602.29 | Very High |
-1.03%
|
-1.89%
|
-
|
-
|
-
|
-
|
1.65%
|
Invest | |
| 3873.33 | Very High |
-8.14%
|
-15.64%
|
10.41%
|
16.23%
|
17.74%
|
-
|
17.79%
|
Invest | |
| 24533.81 | Very High |
-3.18%
|
-8.56%
|
12.05%
|
16.86%
|
18.95%
|
16.48%
|
15.61%
|
Invest | |
| 6470.35 | Very High |
-3.65%
|
-7.72%
|
10.66%
|
14.51%
|
16.75%
|
14.86%
|
13.7%
|
Invest | |
| 13522.21 | Very High |
-4.48%
|
-8.08%
|
11.76%
|
16.13%
|
17.52%
|
-
|
18.47%
|
Invest | |
| 23139.67 | Very High |
-2.67%
|
-7.54%
|
12.57%
|
18.31%
|
21.88%
|
17.11%
|
13.38%
|
Invest | |
| 1445.39 | Very High |
-4.39%
|
-9.17%
|
12.65%
|
17.26%
|
-
|
-
|
17.59%
|
Invest | |
| 5482.76 | Very High |
-2.95%
|
-9.12%
|
7.99%
|
11.91%
|
12.91%
|
11.91%
|
15.62%
|
Invest | |
| 7943.04 | Very High |
-2.31%
|
-7.03%
|
8.65%
|
13.39%
|
16.52%
|
14.86%
|
15.39%
|
Invest | |
| 36514.01 | Very High |
-2.99%
|
-8.85%
|
9.07%
|
13.49%
|
16.18%
|
16.86%
|
19.66%
|
Invest | |
| 356.68 | Very High |
-3.56%
|
-10.95%
|
9.9%
|
15.07%
|
17.3%
|
14.63%
|
13.42%
|
Invest | |
| 356.68 | Very High |
-3.72%
|
-11.58%
|
9.09%
|
14.28%
|
16.59%
|
13.93%
|
12.73%
|
Invest | |
| 2419.51 | Very High |
-4.82%
|
-14.08%
|
6.88%
|
12.78%
|
17.11%
|
-
|
17.8%
|
Invest | |
| 7.74 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
24.4%
|
Invest | |
| 783.37 | Very High |
-3.42%
|
-
|
-
|
-
|
-
|
-
|
-16.19%
|
Invest | |
| 459.55 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
-11.06%
|
Invest | |
| 13.61 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
-8.97%
|
Invest | |
| 3612.18 | Very High |
-4.96%
|
-18.81%
|
8.85%
|
15.41%
|
19.84%
|
17.65%
|
16.36%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
16.577%
|
7.354%
|
0.963%
|
0.899%
|
Invest | |
| Very High |
12.87%
|
2.02%
|
0.93%
|
0.74%
|
Invest | |
| Very High |
12.64%
|
2.65%
|
0.97%
|
0.75%
|
Invest | |
| Very High |
15.222%
|
-
|
0.962%
|
0.407%
|
Invest | |
| Very High |
12.33%
|
3.15%
|
0.93%
|
0.82%
|
Invest | |
| Very High |
12%
|
-
|
0.92%
|
0.42%
|
Invest | |
| Very High |
14.058%
|
4.157%
|
0.953%
|
0.734%
|
Invest | |
| Very High |
14.642%
|
6.978%
|
0.97%
|
0.906%
|
Invest | |
| Very High |
12.563%
|
6.911%
|
0.848%
|
0.987%
|
Invest | |
| Very High |
11.75%
|
1.2%
|
0.85%
|
0.69%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
13.96%
|
0.015%
|
0.94%
|
0.436%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
14.02%
|
1.947%
|
0.965%
|
0.675%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
16.811%
|
1.122%
|
0.981%
|
0.444%
|
Invest | |
| Very High |
14.018%
|
3.063%
|
0.929%
|
0.647%
|
Invest | |
| Very High |
14.877%
|
-
|
0.998%
|
0.357%
|
Invest | |
| Very High |
15.057%
|
1.093%
|
0.941%
|
0.476%
|
Invest | |
| Very High |
14.902%
|
4.586%
|
1.012%
|
0.746%
|
Invest | |
| Very High |
14.8%
|
2.124%
|
0.982%
|
0.661%
|
Invest | |
| Very High |
13.91%
|
-
|
1%
|
0.06%
|
Invest | |
| Very High |
11.3%
|
-
|
0.84%
|
0.58%
|
Invest | |
| Very High |
14.18%
|
-
|
0.958%
|
0.35%
|
Invest | |
| Very High |
15.213%
|
0.39%
|
1.017%
|
0.457%
|
Invest | |
| Very High |
15.195%
|
-
|
1.015%
|
0.418%
|
Invest | |
| Very High |
13.32%
|
-
|
0.95%
|
0.43%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
16.673%
|
4.454%
|
1.094%
|
0.777%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹500
|
₹500
|
1.73%
|
Ajay Khandelwal
|
17-Oct 2019
|
Invest | |
|
₹100
|
₹100
|
1.7%
|
Rohit Singhania
|
16-May 2000
|
Invest | |
|
₹100
|
₹1000
|
1.8%
|
Aditya Khemani
|
09-Aug 2007
|
Invest | |
|
₹1000
|
₹5000
|
1.9%
|
Yogesh Patil
|
25-Feb 2015
|
Invest | |
|
₹500
|
₹5000
|
1.9%
|
V Srivatsa
|
30-Jul 2005
|
Invest | |
|
₹1000
|
₹5000
|
1.62%
|
Shridatta Bhandwaldar
|
11-Mar 2005
|
Invest | |
|
₹500
|
₹5000
|
1.96%
|
Amar Kalkundrikar
|
08-Oct 1995
|
Invest | |
|
₹100
|
₹1000
|
1.78%
|
Manish Gunwani
|
09-Aug 2005
|
Invest | |
|
₹500
|
₹5000
|
1.7%
|
Ihab Dalwai
|
09-Jul 1998
|
Invest | |
|
₹100
|
₹5000
|
1.61%
|
Saurabh Pant
|
25-May 2005
|
Invest | |
|
₹100
|
₹500
|
2.04%
|
Piyush Baranwal
|
22-Dec 2023
|
Invest | |
|
₹500
|
₹5000
|
2.02%
|
R Janakiraman
|
02-Mar 2005
|
Invest | |
|
₹500
|
₹500
|
2.06%
|
Nimesh Chandan
|
27-Feb 2024
|
Invest | |
|
₹100
|
₹100
|
1.87%
|
Trideep Bhattacharya
|
14-Jun 2007
|
Invest | |
|
₹1000
|
₹5000
|
2.33%
|
Puneet Pal
|
12-Feb 2024
|
Invest | |
|
₹500
|
₹5000
|
1.91%
|
Cheenu Gupta
|
03-Apr 2019
|
Invest | |
|
₹100
|
₹100
|
1.61%
|
Harsha Upadhyaya
|
09-Sep 2004
|
Invest | |
|
₹100
|
₹100
|
1.85%
|
Ravi Gopalakrishnan
|
27-Feb 2007
|
Invest | |
|
₹100
|
₹100
|
1.7%
|
Shreyash Devalkar
|
22-Oct 2018
|
Invest | |
|
₹100
|
₹100
|
1.66%
|
Gopal Agrawal
|
18-Feb 1994
|
Invest | |
|
₹100
|
₹5000
|
2.11%
|
Sanjay Chawla
|
04-Sep 2020
|
Invest | |
|
₹100
|
₹1000
|
1.9%
|
Atul Penkar
|
24-Feb 1995
|
Invest | |
|
₹100
|
₹5000
|
1.77%
|
Chandraprakash Padiyar
|
31-Mar 2003
|
Invest | |
|
₹500
|
₹5000
|
1.54%
|
Neelesh Surana
|
09-Jul 2010
|
Invest | |
|
₹1000
|
₹5000
|
1.58%
|
Nitin Gosar
|
21-Oct 2008
|
Invest | |
|
₹1000
|
₹5000
|
2.3%
|
Nitin Gosar
|
21-Oct 2008
|
Invest | |
|
₹500
|
₹1000
|
1.96%
|
Abhinav Khandelwal
|
31-Dec 2019
|
Invest | |
|
₹1000
|
₹1000
|
1%
|
Nemish Sheth
|
24-Jan 2025
|
Invest | |
|
₹500
|
₹5000
|
2.19%
|
Vishal Jajoo
|
13-Sep 2024
|
Invest | |
|
₹1500
|
₹100
|
0.8%
|
Nirman Morakhia
|
15-Oct 2024
|
Invest | |
|
₹5000
|
₹5000
|
0.87%
|
Ekta Gala
|
25-Oct 2024
|
Invest | |
|
₹1000
|
₹5000
|
1.9%
|
Sanjeev Sharma
|
09-Jan 2007
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
29.1630
(25-03-2025)
|
29.5108
(24-03-2025)
|
-1.18%
|
35.6287
|
25.4363
|
Invest | |
|
583.583
(25-03-2025)
|
585.591
(24-03-2025)
|
-0.34%
|
647.605
|
496.422
|
Invest | |
|
86.95
(25-03-2025)
|
87.42
(24-03-2025)
|
-0.54%
|
99.95
|
75.29
|
Invest | |
|
36.252
(25-03-2025)
|
36.5383
(24-03-2025)
|
-0.78%
|
40.7501
|
31.0721
|
Invest | |
|
165.1277
(25-03-2025)
|
166.1291
(24-03-2025)
|
-0.6%
|
187.871
|
145.251
|
Invest | |
|
237.0400
(25-03-2025)
|
239.9500
(24-03-2025)
|
-1.21%
|
266.88
|
209.93
|
Invest | |
|
1351.7065
(25-03-2025)
|
1358.0108
(24-03-2025)
|
-0.46%
|
1504.57
|
1197.74
|
Invest | |
|
121.741
(25-03-2025)
|
122.613
(24-03-2025)
|
-0.71%
|
139.8
|
108.142
|
Invest | |
|
928.84
(25-03-2025)
|
932.53
(24-03-2025)
|
-0.4%
|
1024.17
|
824.14
|
Invest | |
|
574.8462
(25-03-2025)
|
576.5543
(24-03-2025)
|
-0.3%
|
630.355
|
510.908
|
Invest | |
|
11.868
(25-03-2025)
|
11.938
(24-03-2025)
|
-0.59%
|
13.233
|
10.666
|
Invest | |
|
173.7299
(25-03-2025)
|
174.4996
(24-03-2025)
|
-0.44%
|
198.318
|
155.791
|
Invest | |
|
11.226
(25-03-2025)
|
11.258
(24-03-2025)
|
-0.28%
|
12.721
|
10.082
|
Invest | |
|
79.673
(25-03-2025)
|
80.231
(24-03-2025)
|
-0.7%
|
91.071
|
71.971
|
Invest | |
|
11.42
(25-03-2025)
|
11.49
(24-03-2025)
|
-0.61%
|
12.67
|
10.36
|
Invest | |
|
23.8085
(25-03-2025)
|
23.923
(24-03-2025)
|
-0.48%
|
29.4227
|
21.6749
|
Invest | |
|
312.128
(25-03-2025)
|
313.934
(24-03-2025)
|
-0.58%
|
355.584
|
284.256
|
Invest | |
|
78.9268
(25-03-2025)
|
79.2685
(24-03-2025)
|
-0.43%
|
89.628
|
72.3185
|
Invest | |
|
29.93
(25-03-2025)
|
30.10
(24-03-2025)
|
-0.56%
|
33.9
|
27.64
|
Invest | |
|
311.478
(25-03-2025)
|
313.116
(24-03-2025)
|
-0.52%
|
355.774
|
285.588
|
Invest | |
|
25.1307
(25-03-2025)
|
25.3486
(24-03-2025)
|
-0.86%
|
29.0249
|
23.235
|
Invest | |
|
827.02
(25-03-2025)
|
832.36
(24-03-2025)
|
-0.64%
|
960.8
|
761.22
|
Invest | |
|
491.6105
(25-03-2025)
|
495.1229
(24-03-2025)
|
-0.71%
|
562.205
|
455.453
|
Invest | |
|
136.367
(25-03-2025)
|
137.274
(24-03-2025)
|
-0.66%
|
156.989
|
125.82
|
Invest | |
|
88.58
(25-03-2025)
|
89.59
(24-03-2025)
|
-1.13%
|
102.65
|
80.72
|
Invest | |
|
80.75
(25-03-2025)
|
81.67
(24-03-2025)
|
-1.13%
|
93.96
|
73.62
|
Invest | |
|
24.5317
(25-03-2025)
|
24.6404
(24-03-2025)
|
-0.44%
|
28.7372
|
22.8386
|
Invest | |
|
9.5715
(25-03-2025)
|
9.6170
(24-03-2025)
|
-0.47%
|
9.996
|
9.0082
|
Invest | |
|
8.9284
(25-03-2025)
|
9.0459
(24-03-2025)
|
-1.3%
|
10.2915
|
8.1837
|
Invest | |
|
9.0154
(25-03-2025)
|
9.0689
(24-03-2025)
|
-0.59%
|
10.0605
|
8.3594
|
Invest | |
|
9.3699
(25-03-2025)
|
9.4257
(24-03-2025)
|
-0.59%
|
10.3029
|
8.6929
|
Invest | |
|
108.2587
(25-03-2025)
|
109.1814
(24-03-2025)
|
-0.85%
|
132.036
|
99.6214
|
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
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns 16.03%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 15.09%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns 13.47%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 15.09%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns 13.47%
VS
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns 15.09%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns 24.27%
VS
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns 21.17%
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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