Best Large And Midcap Fund

The table below shows the Best Large and Midcap Fund based on AUM, NAV, and minimum SIP. 

Large and mid-cap funds allocate investments between both large-cap and mid-cap companies, providing a diversified portfolio. They are considered relatively less risky compared to large-cap funds alone because they include exposure to mid-cap stocks. 

This diversification can help balance risk and potentially enhance returns by tapping into the growth potential of mid-cap companies while also benefiting from the stability of large-cap stocks.

Content:

• Top Large And Mid Cap Funds
• Best Large And Mid Cap Mutual Funds
• Best Large Cap And Mid Cap Mutual Funds
• Best Large And Midcap Fund
• Best Large And Midcap Fund – FAQs
• Introduction to Best Large And Midcap Fund

Top Large And Mid Cap Funds

The table below shows the Top Large And Mid-Cap Funds based on lowest to highest expense ratio. 

Best Large And Mid Cap Mutual Funds

The table below shows the Best Large And Mid Cap Mutual Funds based on Highest 3Y CAGR. 

Best Large Cap And Mid Cap Mutual Funds

The table below shows the Best Large Cap And Mid Cap Mutual Funds based on exit load i.e the fee that the AMC charges investors when exiting or redeeming their fund units.

Best Large And Midcap Fund

The table below shows Best Large And Midcap Fund based on Absolute Return 1 Year and AMC. 

Best Large And Midcap Fund – FAQs  

1. Which funds are Best Large Cap and midcap Fund?

Best value funds in India #1:Mirae Asset Emerging Bluechip

Best value funds in India #2:Canara Rob Emerg Equities Fund

Best value funds in India #3:SBI Large & Midcap Fund

Best value funds in India #4:Kotak Equity Opp Fund

Best value funds in India #5:HDFC Large and Mid Cap Fund

These funds are listed based on Highest AUM.

2. Is it good to invest in large and midcap funds?

Investing in large and midcap funds combines the stability of large-cap stocks with the growth potential of mid-cap stocks, offering a balanced risk-return profile. These funds can suit investors with a moderate risk tolerance and a long-term investment horizon. However, careful research and consideration of your financial goals are essential before investing.

3. Which mutual funds are best for the next 5 years?

Best value funds in India #1:Quant Large & Mid Cap Fund

Best value funds in India #2:Mirae Asset Emerging Bluechip

Best value funds in India #3:Kotak Equity Opp Fund

Best value funds in India #4:Tata Large & Mid Cap Fund

Best value funds in India #5:HDFC Large and Mid Cap Fund

These funds are listed based on Highest 5Y CAGR.

4. Are large-cap funds risky?

Large-cap funds are generally considered to be less risky compared to mid-cap or small-cap funds. Large-cap funds primarily invest in stocks of large, well-established companies with a history of stability and reliable performance. 

Introduction to Best Large And Midcap Fund

Best Large And Midcap Fund – AUM, NAV

Mirae Asset Emerging Bluechip

Mirae Asset Financial Group stands as a prominent player in the Asian financial landscape. The fund holds assets under management (AUM) amounting to ₹27948.25 Crores

Canara Rob Emerg Equities Fund

The Canara Robeco Emerging Equities Fund – Regular Plan is obligated to allocate a minimum of 35 percent of its assets to both large-cap and mid-cap stocks.  The fund holds assets under management (AUM) amounting to ₹17930.74 Crores

SBI Large & Midcap Fund

SBI Large & Mid Cap Fund is designed to offer investors the potential for long-term capital growth through a diversified portfolio primarily composed of both large-cap and mid-cap companies.

The fund ensures a minimum exposure of 35 percent in both large-cap and mid-cap companies, with the remaining 30 percent of assets available for investment in equities outside the large-cap and mid-cap categories, as well as debt and money market instruments.  The fund holds assets under management (AUM) amounting to ₹14682.26 Crores

Top Large And Mid Cap Funds – Expense Ratio

Navi Large & Midcap Fund

Navi Large & Midcap Fund Direct-Growth is an equity mutual fund scheme offered by Navi Mutual Fund. The scheme is currently managed by fund manager Aditya Mulki. It maintains an expense ratio under 0.35.

Mahindra Manulife Large & Mid Cap Fund

Mahindra Manulife Large & Mid Cap Fund Direct – Growth is an equity mutual fund scheme offered by Mahindra Manulife Mutual Fund. While the specific launch date is not provided, the scheme is presently managed by fund managers Abhinav Khandelwal and Manish Lodha. It maintains an expense ratio under 0.46.

Edelweiss Large & Mid Cap Fund

Edelweiss Large & Mid Cap Direct Plan-Growth is an equity mutual fund scheme offered by Edelweiss Mutual Fund. While the specific launch date is not provided, the scheme is currently managed by fund managers Trideep Bhattacharya and Abhishek Gupta. It maintains an expense ratio under 0.56.

Best Large And Mid Cap Mutual Funds – CAGR 3Y

HDFC Large and Mid Cap Fund

HDFC Large and Mid Cap Fund is an equity mutual fund scheme offered by HDFC Mutual Fund. The scheme was launched on an unspecified date and is currently under the management of fund manager Gopal Agrawal. With the latest 3 year CAGR of 31.60.

ICICI Pru Large & Mid Cap Fund

ICICI Pru Large & Mid Cap Fund is an equity mutual fund scheme offered by ICICI Prudential Mutual Fund. Although the specific launch date is not provided, it is currently overseen by fund manager Ihab Dalwai. With the latest 3 year CAGR of 31.58.

Motilal Oswal Large & Midcap Fund

Motilal Oswal Large & Midcap Fund is an equity mutual fund scheme offered by Motilal Oswal Mutual Fund. The precise launch date is not provided, but it is presently overseen by fund managers Aditya Khemani and Rakesh Shetty. With the latest 3 year CAGR of 31.20.

Best Large Cap And Mid Cap Mutual Funds – Exit Load 

Navi Large & Midcap Fund

Navi Large & Midcap Fund is an equity mutual fund scheme offered by Navi Mutual Fund. Although the specific launch date is not provided, the scheme is currently managed by fund manager Aditya Mulki. There is no Exit load on the withdrawal of the mutual fund.

SBI Large & Midcap Fund

SBI Large & Midcap Fund is an equity mutual fund scheme offered by Mahindra Manulife Mutual Fund. While the specific launch date is not provided, the scheme is presently managed by fund managers Abhinav Khandelwal and Manish Lodha. It maintains Exit Load of 0.10%

Edelweiss Large & Mid Cap Fund

Edelweiss Large & Mid Cap Fund is an equity mutual fund scheme offered by Edelweiss Mutual Fund. While the specific launch date is not provided, the scheme is currently managed by fund managers Trideep Bhattacharya and Abhishek Gupta.  It maintains Exit Load of 1.00%

Best Large And Midcap Fund- Absolute Returns – 1Y

Bandhan Core Equity Fund

The Bandhan Core Equity Fund Direct-Growth is a Large & MidCap mutual fund scheme managed by Bandhan Mutual Fund. It has been in existence for approximately 10 years and 8 months, having been launched on January 1, 2013. The fund approximately made 23.44% in 1Y. 

UTI Core Equity Fund

The UTI Core Equity Fund Direct-Growth scheme demonstrates a consistent track record in delivering returns, which aligns with the performance of most funds within its category. Additionally, its ability to mitigate losses during market downturns is considered above average. The fund approximately made 22.23% in 1Y. 

Kotak Equity Opp Fund

Over the past year, the Kotak Equity Opportunities Fund Direct-Growth has generated returns of 19.19%. Since its inception, it has maintained an average annual return of 17.17%, the scheme’s ability to deliver consistent returns is in line with the majority of funds in its category, while its above-average capability to manage losses during market downturns sets it apart.

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Disclaimer: The above article is written for educational purposes, and the company’s data mentioned in the article may change over time.