# Large & Mid Cap funds

At least 35% in large companies and at least 35% in mid-sized ones.

Full page: https://discovermf.com/categories/large-and-mid-cap
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

36 funds managing ₹3.59 lakh cr. Category averages: -2.9% over one year, +12.4% a year over three years; typical expense ratio 2.27%.

## All funds, by three-year return

| Fund | 1 year | 3 years (a year) | 5 years (a year) | Volatility | Expense ratio | Fund size |
| --- | --- | --- | --- | --- | --- | --- |
| [Invesco India Large & Mid Cap Fund](https://discovermf.com/funds/invesco-india-large-mid-cap-fund-106144.md) | +3.2% | +20.2% | +14.8% | 17.6% | 1.86% | ₹12,587 cr |
| [Motilal Oswal Large and Midcap Fund](https://discovermf.com/funds/motilal-oswal-large-and-midcap-fund-147701.md) | +1.7% | +19.8% | +16.3% | 19.4% | 1.79% | ₹20,044 cr |
| [HSBC Large & Mid Cap Fund](https://discovermf.com/funds/hsbc-large-mid-cap-fund-146771.md) | +4.2% | +15.9% | +12.0% | 15.8% | 2.40% | ₹5,890 cr |
| [Bandhan Large & Mid Cap Fund](https://discovermf.com/funds/bandhan-large-mid-cap-fund-108596.md) | -2.9% | +15.6% | +13.8% | 14.0% | 2.25% | ₹21,143 cr |
| [Quant Large & Mid Cap Fund](https://discovermf.com/funds/quant-large-mid-cap-fund-104513.md) | +5.6% | +13.7% | +13.2% | 16.4% | 2.30% | ₹3,369 cr |
| [Nippon India Vision Large & Mid Cap Fund](https://discovermf.com/funds/nippon-india-vision-large-mid-cap-fund-100380.md) | -5.2% | +13.5% | +11.1% | 14.9% | 2.22% | ₹7,455 cr |
| [UTI Large & Mid Cap Fund](https://discovermf.com/funds/uti-large-mid-cap-fund-100664.md) | -3.7% | +13.4% | +11.6% | 13.9% | 1.97% | ₹6,266 cr |
| [Axis Large & Mid Cap Fund](https://discovermf.com/funds/axis-large-mid-cap-fund-145112.md) | -0.3% | +13.2% | +9.6% | 14.2% | 1.85% | ₹16,357 cr |
| [ICICI Prudential Large & Mid Cap Fund](https://discovermf.com/funds/icici-prudential-large-mid-cap-fund-100349.md) | -7.2% | +12.9% | +12.1% | 15.0% | 2.03% | ₹31,134 cr |
| [Baroda BNP Paribas Large and Mid Cap Fund](https://discovermf.com/funds/baroda-bnp-paribas-large-and-mid-cap-fund-148471.md) | -3.2% | +12.7% | +9.7% | 15.0% | 2.30% | ₹1,770 cr |
| [Edelweiss Large & Mid Cap Fund](https://discovermf.com/funds/edelweiss-large-mid-cap-fund-140172.md) | -2.2% | +12.3% | +10.1% | 15.3% | 2.04% | ₹4,658 cr |
| [DSP Large & Mid Cap Fund](https://discovermf.com/funds/dsp-large-mid-cap-fund-103819.md) | -5.7% | +12.2% | +10.1% | 14.1% | 1.85% | ₹22,094 cr |
| [Bank of India Large & Mid Cap Fund](https://discovermf.com/funds/bank-of-india-large-mid-cap-fund-110603.md) | +0.3% | +12.1% | +9.7% | 13.7% | 2.76% | ₹516 cr |
| [Sundaram Large and Midcap Fund](https://discovermf.com/funds/sundaram-large-and-midcap-fund-105001.md) | -2.0% | +12.0% | +9.1% | 16.9% | 2.26% | ₹6,887 cr |
| [Kotak Large & Mid Cap Fund](https://discovermf.com/funds/kotak-large-mid-cap-fund-103234.md) | -4.4% | +11.8% | +11.3% | 15.5% | 1.66% | ₹30,171 cr |
| [Canara Robeco Large and Mid Cap Fund](https://discovermf.com/funds/canara-robeco-large-and-mid-cap-fund-102920.md) | -4.4% | +11.7% | +8.6% | 15.2% | 1.78% | ₹24,799 cr |
| [Union Large & Midcap Fund](https://discovermf.com/funds/union-large-midcap-fund-147748.md) | +0.5% | +11.5% | +8.9% | 15.7% | 2.56% | ₹975 cr |
| [HDFC Large & Mid Cap Fund](https://discovermf.com/funds/hdfc-large-mid-cap-fund-130496.md) | -5.8% | +11.5% | +11.6% | 15.2% | 1.61% | ₹28,399 cr |
| [Mirae Asset Large & Midcap Fund](https://discovermf.com/funds/mirae-asset-large-midcap-fund-112932.md) | -4.1% | +11.1% | +8.4% | 14.8% | 1.76% | ₹42,998 cr |
| [SBI Large & Midcap Fund](https://discovermf.com/funds/sbi-large-midcap-fund-103024.md) | -5.4% | +11.0% | +10.4% | 13.6% | 1.65% | ₹40,349 cr |
| [LIC MF Large & Mid Cap Fund](https://discovermf.com/funds/lic-mf-large-mid-cap-fund-133711.md) | -7.1% | +11.0% | +8.3% | 16.1% | 2.64% | ₹2,899 cr |
| [Mahindra Manulife Large & Mid Cap Fund](https://discovermf.com/funds/mahindra-manulife-large-mid-cap-fund-147843.md) | -1.5% | +10.6% | +9.3% | 14.9% | 2.18% | ₹2,765 cr |
| [Aditya Birla Sun Life Large & Mid Cap Fund](https://discovermf.com/funds/aditya-birla-sun-life-large-mid-cap-fund-100033.md) | -1.6% | +10.3% | +5.6% | 15.9% | 2.00% | ₹5,503 cr |
| [Franklin India Large & Mid Cap Fund](https://discovermf.com/funds/franklin-india-large-mid-cap-fund-102883.md) | -8.1% | +10.0% | +7.2% | 14.3% | 2.27% | ₹3,308 cr |
| [Navi Large & Midcap Fund](https://discovermf.com/funds/navi-large-midcap-fund-135678.md) | -3.7% | +8.2% | +7.1% | 16.1% | 2.53% | ₹290 cr |
| [Tata Large & Mid Cap Fund](https://discovermf.com/funds/tata-large-mid-cap-fund-101824.md) | -12.9% | +5.0% | +6.9% | 15.6% | 1.84% | ₹7,000 cr |
| [Abakkus Large & Mid Cap Fund](https://discovermf.com/funds/abakkus-large-mid-cap-fund-154478.md) | — | — | — | 13.1% | 3.34% | ₹530 cr |
| [Bajaj Finserv Large & Mid Cap Fund](https://discovermf.com/funds/bajaj-finserv-large-mid-cap-fund-152406.md) | -4.7% | — | — | 14.7% | 2.57% | ₹2,328 cr |
| [Helios Large & Mid Cap Fund](https://discovermf.com/funds/helios-large-mid-cap-fund-152943.md) | -0.5% | — | — | 16.7% | 2.48% | ₹1,513 cr |
| [ITI Large & Mid Cap Fund](https://discovermf.com/funds/iti-large-mid-cap-fund-152824.md) | -3.5% | — | — | 16.9% | 2.63% | ₹667 cr |
| [JM Large & Mid Cap Fund](https://discovermf.com/funds/jm-large-mid-cap-fund-153627.md) | -3.1% | — | — | 15.5% | 2.72% | ₹445 cr |
| [PGIM India Large and Midcap Fund](https://discovermf.com/funds/pgim-india-large-and-midcap-fund-152383.md) | -3.2% | — | — | 14.4% | 2.52% | ₹775 cr |
| [Samco Large & Mid Cap Fund](https://discovermf.com/funds/samco-large-mid-cap-fund-153533.md) | -4.0% | — | — | 13.1% | 3.81% | ₹91.5 cr |
| [TrustMF Large & Midcap Fund](https://discovermf.com/funds/trustmf-large-midcap-fund-154434.md) | — | — | — | 13.6% | 3.81% | ₹465 cr |
| [The Wealth Company Large & Mid Cap Fund](https://discovermf.com/funds/the-wealth-company-large-mid-cap-fund-154382.md) | — | — | — | 13.7% | 3.82% | ₹109 cr |
| [WhiteOak Capital Large & Mid Cap Fund](https://discovermf.com/funds/whiteoak-capital-large-mid-cap-fund-152225.md) | -1.5% | — | — | 13.8% | 2.35% | ₹2,405 cr |

## Questions

### How many Large & Mid Cap funds are there?

36 funds, managing ₹3.59 lakh cr between them as of 3 Nov 2026. The largest is Mirae Asset Large & Midcap Fund, at ₹42,998 cr.

### What return have Large & Mid Cap funds given?

The average Large & Mid Cap fund returned -2.9% over the last year, +12.4% a year over three years, +10.3% a year over five years. Over the last year the funds ranged from -12.9% to +5.6%. Past returns do not tell you future returns.

### Which Large & Mid Cap fund has the lowest expense ratio?

HDFC Large & Mid Cap Fund, at 1.61% a year, against 2.27% for the average fund in the category. The expense ratio is taken out of the fund every day, so every return shown is already after it.

### Which Large & Mid Cap fund has the highest three-year return?

Invesco India Large & Mid Cap Fund, at +20.2% a year over the last three years, against +12.4% for the average fund. Past returns do not tell you future returns.

### How risky are Large & Mid Cap funds?

Their volatility over the last year averaged 15.0%: the higher it is, the more the price swings from day to day. All of them carry the riskometer level Very High, on SEBI's six-step scale from Low to Very High.