Best Large And Mid Cap Mutual Funds

The below table shows a list Of the Best Large and Mid Cap Mutual Funds Based on AUM, NAV, and minimum SIP.

Name	AUM (Cr)	NAV (Rs)	Minimum SIP (Rs)
Mirae Asset Large & Midcap Fund	37846.07	169.21	500
SBI Large & Midcap Fund	27382.12	651.57	1500
Kotak Equity Opp Fund	24055.26	387.41	100
Canara Rob Emerg Equities Fund	23816.11	288.91	2000
HDFC Large and Mid Cap Fund	21459.36	356.01	1500
ICICI Pru Large & Mid Cap Fund	14485.78	1075.42	100
DSP Equity Opportunities Fund	13938.79	687.97	100
Axis Growth Opp Fund	13883.28	35.25	100
Tata Large & Mid Cap Fund	7967.53	605.53	100
Sundaram Large and Mid Cap Fund	7039.40	95.67	100

Introduction To Large And Mid Cap Mutual Funds

Mirae Asset Large & Midcap Fund

Mirae Asset Large & Midcap Fund is a Large & MidCap mutual fund scheme from Mirae Asset Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Mirae Asset Large & Midcap Fund is a Large & Mid Cap Fund with an AUM of ₹37,846.07 Crores, a 5-year CAGR of 25.86%, an exit load of 1%, and an expense ratio of 0.58%. SEBI categorizes it under Very High Risk. The asset allocation is as follows: 0.80% in Cash & Equivalents and 99.20% in Equity.

SBI Large & Midcap Fund

SBI Large & Midcap Fund is a Large & MidCap mutual fund scheme from SBI Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

SBI Large & Midcap Fund is a Large & Mid Cap Fund with an AUM of ₹27,382.12 Crores, a 5-year CAGR of 25.62%, an exit load of 0.1%, and an expense ratio of 0.72%. SEBI categorizes it under Very High Risk. The asset allocation is 5.29% in Cash & Equivalents and 94.71% in Equity.

Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund is a Large & MidCap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Kotak Equity Opp Fund is a Large & Mid Cap Fund with an AUM of ₹24,055.26 Crores, a 5-year CAGR of 26.32%, an exit load of 1%, and an expense ratio of 0.47%. SEBI categorizes it under Very High Risk. The asset allocation is as follows: 0.31% in Cash & Equivalents, 98.45% in Equity, and 1.24% in Others.

Canara Robeco Emerging Equities Fund

Canara Robeco Emerging Equities Fund is a Large & MidCap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Canara Rob Emerg Equities Fund is a Large & Mid Cap Fund with an AUM of ₹23,816.11 Crores, a 5-year CAGR of 26.10%, an exit load of 1%, and an expense ratio of 0.55%. SEBI categorizes it under Very High Risk. The asset allocation is 2.08% in Cash & Equivalents and 97.92% in Equity.

HDFC Large and Mid Cap Fund

HDFC Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

HDFC Large and Mid Cap Fund is a Large & Mid Cap Fund with an AUM of ₹21,459.36 Crores, a 5-year CAGR of 27.77%, an exit load of 1%, and an expense ratio of 0.82%. SEBI categorizes it under Very High Risk. The asset allocation includes 1.98% in Cash & Equivalents, 97.46% in Equity, and 0.56% in Others.

ICICI Prudential Large & Mid Cap Fund

ICICI Prudential Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

ICICI Pru Large & Mid Cap Fund is a Large & Mid Cap Fund with an AUM of ₹14,485.78 Crores, a 5-year CAGR of 27.61%, an exit load of 1%, and an expense ratio of 0.82%. SEBI categorizes it under Very High Risk. The asset allocation includes 3.83% in Cash & Equivalents, 94.89% in Equity, and 1.28% in Others.

DSP Equity Opportunities Fund

DSP Equity Opportunities Fund is a Large & MidCap mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

DSP Equity Opportunities Fund is a Large & Mid Cap Fund with an AUM of ₹13,938.79 Crores, a 5-year CAGR of 25.91%, an exit load of 1%, and an expense ratio of 0.67%. SEBI categorizes it under Very High Risk. The asset allocation includes 2.82% in Cash & Equivalents, 96.99% in Equity, and 0.19% in Others.

Axis Growth Opportunities Fund

Axis Growth Opportunities Fund is a Large & MidCap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 5 years and 11 months, having been launched on 01/10/2018.

Axis Growth Opp Fund is a Large & Mid Cap Fund with an AUM of ₹13,883.28 Crores, a 5-year CAGR of 26.67%, an exit load of 1%, and an expense ratio of 0.56%. SEBI categorizes it under Very High Risk. The asset allocation includes 1.84% in Cash & Equivalents, 97.56% in Equity, and 0.60% in Others.

Tata Large & Mid Cap Fund

Tata Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Tata Large & Mid Cap Fund is a Large & Mid Cap Fund with an AUM of ₹7,967.53 Crores, a 5-year CAGR of 23.39%, an exit load of 1%, and an expense ratio of 0.70%. SEBI categorizes it under Very High Risk. The asset allocation includes 4.79% in Cash & Equivalents, 95.06% in Equity, and 0.15% in Others.

Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Sundaram Large and Mid Cap Fund is a Large & Mid Cap Fund with AUM of ₹7,039.40 Crores, a 5-year CAGR of 23.16%, an exit load of 1%, and an expense ratio of 0.72%. SEBI categorizes it under Very High Risk. The asset allocation includes 5.11% in Cash & Equivalents and 94.89% in Equity.

Large And Mid Cap Mutual Funds Meaning

Large and Mid Cap Mutual Funds are equity funds that invest in a mix of large-cap and mid-cap stocks. As per SEBI regulations, these funds must allocate at least 35% of their assets to large-cap stocks and at least 35% to mid-cap stocks, with the remaining 30% invested flexibly.

These funds aim to provide a balance between the stability of large-cap stocks and the growth potential of mid-cap stocks. Large-cap stocks are typically from well-established companies, while mid-cap stocks are from companies with strong growth prospects.

By combining both categories, Large and Mid Cap funds seek to offer investors the potential for capital appreciation while managing risk. This makes them suitable for investors looking for a blend of stability and growth in their equity investments.

Features Of Large And Mid-Cap Mutual Funds 

The main features of Large and Mid-Cap Mutual Funds include balanced exposure to large and mid-cap stocks, the potential for growth and stability, professional management, and diversification benefits. These funds offer a unique blend of established and growing companies in a single portfolio.

• Balanced allocation: These funds must invest at least 35% in large-cap stocks and 35% in mid-cap stocks, providing exposure to both established and growing companies.

• Growth with stability: The large-cap component offers stability, while the mid-cap portion provides growth potential, aiming for a balance between risk and return.

• Professional management: Experienced fund managers analyze and select stocks from both segments, potentially optimizing the portfolio for better risk-adjusted returns.

• Diversification: By investing across market capitalizations and sectors, these funds offer inherent diversification, potentially reducing overall portfolio risk.

Best Large And Mid Cap Mutual Funds

The table below shows the Best Large and Mid Cap Mutual Funds based on the lowest to highest expense ratio.

Name	Expense Ratio (%)	Minimum SIP (Rs)
Kotak Equity Opp Fund	0.47	100
Canara Rob Emerg Equities Fund	0.55	2000
Axis Growth Opp Fund	0.56	100
Mirae Asset Large & Midcap Fund	0.58	500
DSP Equity Opportunities Fund	0.67	100
Tata Large & Mid Cap Fund	0.7	100
SBI Large & Midcap Fund	0.72	1500
Sundaram Large and Mid Cap Fund	0.72	100
HDFC Large and Mid Cap Fund	0.82	1500
ICICI Pru Large & Mid Cap Fund	0.82	100

Top Large And Mid Cap Mutual Funds

The table below shows the Top Large and Mid Cap Mutual Funds Based on the Highest 3Y CAGR.

Name	CAGR 3Y (Cr)	Minimum SIP (Rs)
ICICI Pru Large & Mid Cap Fund	28.63	100
HDFC Large and Mid Cap Fund	27.66	1500
Kotak Equity Opp Fund	24.34	100
DSP Equity Opportunities Fund	23.06	100
SBI Large & Midcap Fund	22.87	1500
Tata Large & Mid Cap Fund	21.00	100
Canara Rob Emerg Equities Fund	20.45	2000
Axis Growth Opp Fund	20.10	100
Sundaram Large and Mid Cap Fund	20.04	100
Mirae Asset Large & Midcap Fund	19.54	500

Large And Mid Cap Funds List

The table below shows the Large And Mid Cap Funds List Based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Name	AMC	Exit Load (%)
SBI Large & Midcap Fund	SBI Funds Management Limited	0.1
ICICI Pru Large & Mid Cap Fund	ICICI Prudential Asset Management Company Limited	1
HDFC Large and Mid Cap Fund	HDFC Asset Management Company Limited	1
Kotak Equity Opp Fund	Kotak Mahindra Asset Management Company Limited	1
DSP Equity Opportunities Fund	DSP Investment Managers Private Limited	1
Tata Large & Mid Cap Fund	Tata Asset Management Private Limited	1
Canara Rob Emerg Equities Fund	Canara Robeco Asset Management Company Limited	1
Axis Growth Opp Fund	Axis Asset Management Company Ltd.	1
Sundaram Large and Mid Cap Fund	Sundaram Asset Management Company Limited	1
Mirae Asset Large & Midcap Fund	Mirae Asset Investment Managers (India) Private Limited	1

Large And Mid Cap Mutual Funds Returns

The table below shows Large And Mid Cap Mutual Funds Returns Based on 1Y return.

Name	Absolute Returns – 1Y (%)	Minimum SIP (Rs)
DSP Equity Opportunities Fund	49.92	100
ICICI Pru Large & Mid Cap Fund	47.14	100
HDFC Large and Mid Cap Fund	44.74	1500
Axis Growth Opp Fund	44.65	100
Kotak Equity Opp Fund	43.90	100
Canara Rob Emerg Equities Fund	42.78	2000
Sundaram Large and Mid Cap Fund	40.76	100
Mirae Asset Large & Midcap Fund	38.88	500
SBI Large & Midcap Fund	37.19	1500
Tata Large & Mid Cap Fund	33.53	100

Historical Performance Of Best Large And Mid Cap Mutual Funds

The table below shows the Historical Performance Of Best Large And Mid Cap Mutual Funds Based on 5Y return.

Name	CAGR 5Y (Cr)	Minimum SIP (Rs)
HDFC Large and Mid Cap Fund	27.77	1500
ICICI Pru Large & Mid Cap Fund	27.61	100
Axis Growth Opp Fund	26.67	100
Kotak Equity Opp Fund	26.32	100
Canara Rob Emerg Equities Fund	26.10	2000
DSP Equity Opportunities Fund	25.91	100
Mirae Asset Large & Midcap Fund	25.86	500
SBI Large & Midcap Fund	25.62	1500
Tata Large & Mid Cap Fund	23.39	100
Sundaram Large and Mid Cap Fund	23.16	100

Factors To Consider When Investing In Large And Mid Cap Mutual Funds 

When investing in Large and Mid Cap Mutual Funds, consider the fund’s historical performance, expense ratio, fund manager’s expertise, portfolio composition, and your risk tolerance. Also, evaluate the fund’s investment strategy and its alignment with your financial goals.

• Historical performance: Analyze the fund’s past returns over various time periods (1-year, 3-year, and 5-year) and compare them with its benchmark index and category average. Look for consistent performance rather than just short-term gains.

• Expense ratio: Compare expense ratios across different funds. A lower expense ratio can contribute to better overall returns, but also consider the fund’s performance and strategy.

• Fund manager expertise: Evaluate the fund manager’s experience and track record in managing large and mid-cap funds. Their ability to select stocks from both segments is crucial for fund performance.

• Portfolio composition: Examine the fund’s allocation between large and mid-cap stocks, as well as sector distribution. Ensure the fund maintains the required balance and is sufficiently diversified.

• Risk measures: Assess risk metrics such as standard deviation and Sharpe ratio. These indicators can help you understand the fund’s volatility and risk-adjusted returns.

How To Invest In The Best Large And Midcap Fund In India? 

To invest in the best Large and Midcap Funds in India, start by researching and comparing different funds based on their performance, expense ratios, and investment strategies. Once you’ve selected a fund that aligns with your financial goals and risk tolerance, you can invest through Alice Blue.

Alice Blue is a user-friendly online investment platform that provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.

For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.

Impact Of Market Trends On Top Large And Mid Cap Mutual Funds

Market trends significantly influence Large and Mid Cap Mutual Funds due to their exposure to both established and growing companies. These funds tend to benefit from overall market growth while also capitalizing on sector-specific trends that may favor mid-cap stocks.

During bullish market phases, the mid-cap component of these funds may drive higher returns, while in bearish or volatile markets, the large-cap allocation can provide stability. The fund’s performance can also be influenced by shifts in investor sentiment between large and mid-cap stocks.

How Large And Mid Cap Mutual Funds Perform In Volatile Markets?

Large and Mid Cap Mutual Funds often demonstrate a balanced performance in volatile markets due to their diversified portfolio across market capitalizations. The large-cap component typically provides stability during market downturns, while the mid-cap portion offers the potential for quicker recovery and growth during market upswings.

However, these funds may still experience volatility, particularly in their mid-cap holdings. The fund manager’s skill in adjusting allocations between large and mid-cap stocks based on market conditions can play a crucial role in managing volatility and optimizing returns during turbulent periods.

Large And Mid Cap Mutual Fund Benefits

The main benefits of Large and Mid Cap Mutual Funds include balanced growth potential, diversification, professional management, and flexibility. These funds offer a unique combination of stability from large-caps and growth prospects from mid-caps in a single investment vehicle.

• Balanced growth: By investing in both large and mid-cap stocks, these funds aim to provide a balance between stability and growth potential, potentially optimizing risk-adjusted returns.

• Diversification: The mandated allocation to both large and mid-cap stocks provides inherent diversification, potentially reducing overall portfolio risk.

• Professional management: Experienced fund managers analyze and select stocks from both segments, potentially optimizing the portfolio for better performance.

• Flexibility: The ability to allocate the remaining 30% of the portfolio flexibly allows fund managers to capitalize on market opportunities across market capitalizations.

Risks Of Investing In Large And Mid Cap Mutual Funds

The main risks of investing in Large and Mid Cap Mutual Funds include market risk, volatility in the mid-cap segment, sector concentration risk, and potential underperformance in certain market conditions. While offering balanced exposure, these funds are not without potential drawbacks.

• Market risk: Like all equity investments, these funds are subject to overall market risks and can decline in value during market downturns.

• Mid-cap volatility: The mid-cap component of the fund can experience higher volatility compared to large-caps, potentially leading to short-term fluctuations in fund value.

• Sector concentration risk: Some funds may have higher exposure to certain sectors, which can impact performance if these specific areas underperform.

• Relative performance: These funds may underperform pure large-cap or mid-cap funds in market conditions that strongly favor one segment over the other.

Contribution Of Large And Mid Cap Mutual Funds To Portfolio Diversification

Large and Mid Cap Mutual Funds contribute significantly to portfolio diversification by providing exposure to both established large-cap companies and growing mid-cap firms in a single investment. This balanced approach helps investors access different segments of the market, potentially optimizing the risk-return profile of their overall portfolio.

These funds can serve as a core holding in an equity portfolio, offering a mix of stability and growth potential. By including Large and Mid Cap funds, investors can achieve diversification across market capitalizations without the need to manage separate large-cap and mid-cap investments.

Who Should Invest In Large And Mid Cap Mutual Funds?

Large and Mid Cap Mutual Funds are suitable for investors seeking a balance between stability and growth potential in their equity investments. They are ideal for those with a moderate risk appetite and a long-term investment horizon, typically 5-7 years or more.

These funds can be appropriate for investors who want exposure to both established companies and potential future market leaders. They’re also suitable for those looking to diversify their equity portfolio across market capitalizations or for investors transitioning from pure large-cap to a more balanced equity approach.

Impact Of Fund Manager Expertise On Large And Mid Cap Mutual Funds Performance

The expertise of the fund manager plays a crucial role in the performance of Large and Mid Cap Mutual Funds. A skilled manager can add significant value through their ability to select promising stocks from both large and mid-cap segments and adjust allocations based on market conditions.

The manager’s expertise in analyzing company fundamentals, understanding sector dynamics, and interpreting macroeconomic trends is particularly important in managing this hybrid category. Their decisions on stock selection, allocation between large and mid-caps, and sector distribution can greatly influence the fund’s ability to generate alpha and manage risks effectively.

FAQs – Best Large And Mid Cap Mutual Funds

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.