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Best Large & Mid Cap Funds
Funds maintaining at least 35% each in large-cap and mid-cap stocks. Across 32 analyzed schemes, the top-ranked fund is Invesco India Large & Mid Cap Fund (3Y CAGR +21.93%). The category median 3-year CAGR stands at +13.28%, median expense ratio is 2.32%, and median MFIQ score is 5.6/10.
Click any column header to sort • Showing 32 funds
| Rank | Scheme | Score | 1Y Return | 3Y CAGR | 5Y CAGR | Alpha | Beta | Expense | Upside | Downside | Fund Size |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 |
IN
3Y: +21.93%
•
5Y: +16.25%
•
AUM: Rs 13,819 cr
|
6.8 | +12.60% | +21.93% | +16.25% | +8.45% | 1.08 | 1.85% | 139.0% | 107.9% | Rs 13,819 cr |
| #2 |
MO
3Y: +19.85%
•
5Y: +16.62%
•
AUM: Rs 21,181 cr
|
6.9 | +7.82% | +19.85% | +16.62% | +6.72% | 1.15 | - | 140.4% | 118.5% | Rs 21,181 cr |
| #3 |
BA
3Y: +16.72%
•
5Y: +14.81%
•
AUM: Rs 22,598 cr
|
6.5 | +2.13% | +16.72% | +14.81% | +4.24% | 0.97 | 2.25% | 111.8% | 94.7% | Rs 22,598 cr |
| #4 |
HS
3Y: +17.21%
•
5Y: +13.03%
•
AUM: Rs 6,258 cr
|
6.6 | +10.77% | +17.21% | +13.03% | +4.44% | 1.12 | 2.39% | 118.4% | 98.5% | Rs 6,258 cr |
| #5 |
UT
3Y: +14.77%
•
5Y: +12.57%
•
AUM: Rs 6,682 cr
|
6.3 | +1.68% | +14.77% | +12.57% | +2.77% | 0.93 | 1.96% | 106.5% | 95.3% | Rs 6,682 cr |
| #6 |
AX
3Y: +14.59%
•
5Y: +10.50%
•
AUM: Rs 17,337 cr
|
6.9 | +6.12% | +14.59% | +10.50% | +2.89% | 0.90 | 1.84% | 102.3% | 89.1% | Rs 17,337 cr |
| #7 |
DS
3Y: +13.57%
•
5Y: +11.17%
•
AUM: Rs 23,711 cr
|
5.9 | -0.14% | +13.57% | +11.17% | +1.55% | 0.96 | 1.84% | 102.4% | 96.8% | Rs 23,711 cr |
| #8 |
BB
3Y: +13.77%
•
5Y: +10.62%
•
AUM: Rs 1,891 cr
|
5.7 | +2.41% | +13.77% | +10.62% | +1.59% | 1.00 | 2.31% | 107.6% | 104.7% | Rs 1,891 cr |
| #9 |
KM
3Y: +13.36%
•
5Y: +12.38%
•
AUM: Rs 33,188 cr
|
5.8 | +2.01% | +13.36% | +12.38% | +1.21% | 1.02 | 1.64% | 108.1% | 103.7% | Rs 33,188 cr |
| #10 |
SB
3Y: +12.72%
•
5Y: +11.48%
•
AUM: Rs 42,413 cr
|
6.0 | +0.51% | +12.72% | +11.48% | +1.26% | 0.88 | 1.64% | 91.4% | 82.3% | Rs 42,413 cr |
| #11 |
BO
3Y: +13.59%
•
5Y: +10.84%
•
AUM: Rs 557 cr
|
4.1 | +6.88% | +13.59% | +10.84% | +1.14% | 1.04 | 2.75% | 105.5% | 101.4% | Rs 557 cr |
| #12 |
ED
3Y: +13.28%
•
5Y: +11.02%
•
AUM: Rs 4,950 cr
|
5.7 | +3.09% | +13.28% | +11.02% | +1.03% | 1.03 | 2.04% | 105.7% | 102.0% | Rs 4,950 cr |
| #13 |
CR
3Y: +13.02%
•
5Y: +9.45%
•
AUM: Rs 26,516 cr
|
4.5 | +2.14% | +13.02% | +9.45% | +1.01% | 1.01 | 1.77% | 106.9% | 104.4% | Rs 26,516 cr |
| #14 |
SU
3Y: +12.73%
•
5Y: +9.76%
•
AUM: Rs 7,270 cr
|
3.5 | +3.19% | +12.73% | +9.76% | +0.69% | 1.02 | 2.25% | 107.4% | 108.2% | Rs 7,270 cr |
| #15 |
UN
3Y: +12.68%
•
5Y: +9.78%
•
AUM: Rs 1,038 cr
|
4.4 | +6.30% | +12.68% | +9.78% | +0.49% | 1.04 | 2.54% | 99.4% | 95.3% | Rs 1,038 cr |
| #16 |
MA
3Y: +12.19%
•
5Y: +9.38%
•
AUM: Rs 45,797 cr
|
4.7 | +1.34% | +12.19% | +9.38% | +0.26% | 1.00 | 1.75% | 104.7% | 106.4% | Rs 45,797 cr |
| #17 |
LI
3Y: +12.24%
•
5Y: +9.14%
•
AUM: Rs 3,085 cr
|
2.9 | -0.39% | +12.24% | +9.14% | +0.02% | 1.05 | 2.63% | 110.2% | 115.0% | Rs 3,085 cr |
| #18 |
AB
3Y: +11.54%
•
5Y: +6.45%
•
AUM: Rs 5,848 cr
|
2.7 | +4.50% | +11.54% | +6.45% | -0.54% | 1.03 | 2.01% | 102.5% | 106.9% | Rs 5,848 cr |
| #19 |
MM
3Y: +11.95%
•
5Y: +10.24%
•
AUM: Rs 2,952 cr
|
4.7 | +4.58% | +11.95% | +10.24% | -0.52% | 1.07 | 2.17% | 99.9% | 101.9% | Rs 2,952 cr |
| #20 |
NA
3Y: +9.57%
•
5Y: +8.05%
•
AUM: Rs 308 cr
|
2.2 | +1.96% | +9.57% | +8.05% | -2.12% | 0.98 | 2.53% | 98.8% | 110.4% | Rs 308 cr |
| #21 |
TA
3Y: +6.19%
•
5Y: +7.78%
•
AUM: Rs 7,405 cr
|
2.9 | -7.63% | +6.19% | +7.78% | -5.23% | 0.96 | 1.83% | 88.7% | 112.8% | Rs 7,405 cr |
| #22 |
HE
3Y: -
•
5Y: -
•
AUM: Rs 1,628 cr
|
5.6 | +4.50% | - | - | +4.01% | 1.10 | 2.47% | 118.1% | 101.6% | Rs 1,628 cr |
| #23 |
WC
3Y: -
•
5Y: -
•
AUM: Rs 2,599 cr
|
6.4 | +3.77% | - | - | +2.14% | 0.92 | 2.33% | 104.7% | 94.2% | Rs 2,599 cr |
| #24 |
IT
3Y: -
•
5Y: -
•
AUM: Rs 708 cr
|
3.9 | +2.99% | - | - | +2.57% | 1.10 | - | 130.8% | 118.5% | Rs 708 cr |
| #25 |
JF
3Y: -
•
5Y: -
•
AUM: Rs 481 cr
|
4.3 | +3.10% | - | - | +2.17% | 1.03 | 2.72% | 117.7% | 106.7% | Rs 481 cr |
| #26 |
PI
3Y: -
•
5Y: -
•
AUM: Rs 829 cr
|
4.4 | +3.10% | - | - | +1.76% | 0.97 | 2.49% | 118.0% | 110.4% | Rs 829 cr |
| #27 |
BF
3Y: -
•
5Y: -
•
AUM: Rs 2,492 cr
|
3.2 | +1.47% | - | - | +0.20% | 0.97 | 2.55% | 103.0% | 103.6% | Rs 2,492 cr |
| #28 |
SA
3Y: -
•
5Y: -
•
AUM: Rs 94.9 cr
|
2.8 | +0.32% | - | - | -2.70% | 0.60 | 3.81% | 40.4% | 40.5% | Rs 94.9 cr |
| - |
TW
3Y: -
•
5Y: -
•
AUM: Rs 117 cr
|
5.6 | - | - | - | - | - | 3.82% | - | - | Rs 117 cr |
| - |
TR
3Y: -
•
5Y: -
•
AUM: Rs 504 cr
|
6.2 | - | - | - | - | - | 3.81% | - | - | Rs 504 cr |
| - |
AB
3Y: -
•
5Y: -
•
AUM: Rs 580 cr
|
6.2 | - | - | - | - | - | 3.33% | - | - | Rs 580 cr |
| - |
CH
3Y: -
•
5Y: -
•
AUM: -
|
- | - | - | - | - | - | 2.42% | - | - | - |
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Frequently Asked Questions about Large & Mid Cap Funds
What investment mandate defines Large & Mid Cap funds?
Funds maintaining at least 35% each in large-cap and mid-cap stocks.
Which is the highest-ranked Large & Mid Cap fund?
The top fund in this category is Invesco India Large & Mid Cap Fund with a 3Y CAGR of +21.93% and an MFIQ Score of 6.8/10.
What is the median expense ratio for Large & Mid Cap funds?
Across regular growth options in this category, the median total expense ratio (TER) is 2.32%.