Best Large & Mid Cap Funds in India
36 large & mid cap funds in India, of which 26 meet the eligibility criteria, ranked on 5Y return. What compounds over 5–10 years?
Ranked on 5-year annualised return (CAGR), because the question is a 5–10 year one. Funds younger than 5 years are listed after those with a 5-year record. Past performance does not predict future returns.
Large & Mid Cap Funds ranked by 5Y return
| # | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund - Direct Plan GrowthGold | +16.69% | -2.72% | +19.33% | +27.00% | 97% | -37.4% | ₹19,832 Cr | 0.89% |
| 2 | Invesco India Large & Mid Cap Fund - Direct Plan - GrowthPlatinum | +14.64% | -3.12% | +19.65% | +18.23% | 51% | -35.3% | ₹12,178 Cr | 0.78% |
| 3 | Bandhan Large & Mid Cap Fund - Direct Plan - GrowthSilver | +14.31% | -4.87% | +15.95% | +17.57% | 47% | -38.5% | ₹20,650 Cr | 1.13% |
| 4 | quant Large & Mid Cap Fund - Growth Option-Direct PlanPlatinum | +13.63% | +0.83% | +13.59% | +18.44% | 52% | -32.1% | ₹3,384 Cr | 1.21% |
| 5 | HSBC Large & Mid Cap Fund - Direct GrowthPlatinum | +12.23% | -0.43% | +15.34% | +20.90% | 76% | -36.1% | ₹5,784 Cr | 1.34% |
| 6 | UTI Large & Mid Cap Fund - Direct Plan - Growth OptionGold | +11.81% | -5.24% | +13.40% | +16.14% | 43% | -41.5% | ₹6,220 Cr | 1.13% |
| 7 | ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | +11.77% | -11.36% | +12.00% | +17.72% | 48% | -37.4% | ₹31,628 Cr | 1.25% |
| 8 | Kotak Large & Midcap Fund - Direct- Growth | +11.73% | -7.34% | +11.55% | +18.57% | 52% | -36.0% | ₹30,581 Cr | 0.66% |
| 9 | HDFC Large & Mid Cap Fund - Growth Option - Direct Plan | +11.71% | -8.38% | +11.17% | +16.39% | 46% | -39.5% | ₹28,543 Cr | 0.92% |
| 10 | SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | +10.99% | -6.56% | +11.24% | +17.88% | 49% | -36.4% | ₹40,499 Cr | 0.86% |
| 11 | Edelweiss Large & Mid Cap Fund - Direct Plan - Growth OptionPlatinum | +10.93% | -4.95% | +12.37% | +19.32% | 59% | -34.9% | ₹4,615 Cr | 0.67% |
| 12 | Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth OptionBronze | +10.70% | -8.43% | +12.59% | +16.80% | 44% | -45.0% | ₹7,411 Cr | 1.50% |
| 13 | Axis Large & Mid Cap Fund - Direct Plan - GrowthGold | +10.38% | -2.73% | +13.32% | +20.82% | 75% | -31.9% | ₹16,438 Cr | 0.81% |
| 14 | DSP Large & Mid Cap Fund - Direct Plan - GrowthSilver | +10.18% | -7.96% | +12.20% | +18.33% | 52% | -36.8% | ₹17,284 Cr | 0.75% |
| 15 | Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth OptionGold | +10.14% | -5.17% | +12.61% | +20.12% | 72% | -20.6% | ₹1,762 Cr | 1.08% |
| 16 | BANK OF INDIA Large & Mid Cap Fund Direct Plan-GrowthGold | +10.01% | -3.20% | +12.24% | +15.20% | 31% | -37.9% | ₹506 Cr | 1.42% |
| 17 | Mahindra Manulife Large & Mid Cap Fund - Direct Plan -GrowthGold | +9.98% | -4.55% | +10.79% | +20.29% | 66% | -32.9% | ₹2,753 Cr | 0.83% |
| 18 | Union Large & Midcap Fund - Direct Plan - Growth OptionSilver | +9.60% | -3.92% | +11.19% | +18.31% | 52% | -35.6% | ₹969 Cr | 1.30% |
| 19 | Sundaram Large and Midcap Fund Direct Plan - GrowthSilver | +9.48% | -4.87% | +11.79% | +16.59% | 35% | -38.0% | ₹7,131 Cr | 1.29% |
| 20 | LIC MF Large & Mid Cap Fund-Direct Plan-Growth | +8.82% | -9.84% | +10.85% | +16.98% | 40% | -33.9% | ₹2,949 Cr | 1.45% |
| 21 | CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION | +8.75% | -7.73% | +11.33% | +18.52% | 54% | -36.2% | ₹24,578 Cr | 0.77% |
| 22 | Mirae Asset Large & Midcap Fund - Direct Plan - Growth | +8.54% | -7.34% | +10.36% | +19.77% | 65% | -36.9% | ₹42,834 Cr | 0.85% |
| 23 | Navi Large & Midcap Fund- Direct Plan- Growth OptionBronze | +8.54% | -4.47% | +8.65% | +15.41% | 35% | -38.4% | ₹292 Cr | 0.65% |
| 24 | Tata Large & MId Cap Fund -Direct Plan- Growth Option | +7.42% | -14.60% | +5.07% | +16.06% | 40% | -35.7% | ₹7,254 Cr | 0.77% |
| 25 | Franklin India Large & Mid Cap Fund - Direct - Growth | +6.91% | -11.54% | +9.39% | +14.97% | 29% | -41.8% | ₹3,337 Cr | 1.62% |
| 26 | Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan | +5.66% | -5.01% | +9.57% | +14.57% | 31% | -39.3% | ₹5,603 Cr | 1.26% |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. “3Y typical” is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; “3Y loss odds” is the share of those periods that ended down. “Beat peers” is the share in which it beat its category's median, and “worst fall” is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Eligibility: Direct, Growth only, minimum AUM ₹100 Cr, at least 5 year(s) old. Past performance. Returns for 3y/5y are annualised (CAGR) and are withheld where the NAV series does not support the period.
Large & Mid Cap Funds — FAQs
What horizon suits equity funds?
Equity funds are volatile over short periods, so they are generally considered for horizons of five years or more. Over shorter spans the range of outcomes is wide enough that the average return is a poor guide.
What do large, mid and small cap mean?
SEBI defines them by market-capitalisation rank: the top 100 listed companies are large cap, ranks 101–250 are mid cap, and 251 onward are small cap. Categories differ in how much they must hold in each band, which drives most of the difference in volatility.
Should I pick the fund with the highest past return?
Past return alone is a weak signal — it reflects the period measured as much as the fund. Consistency across rolling periods, behaviour in falling markets, cost, and whether the fund still follows the mandate you signed up for all matter. Past performance does not indicate future returns.