Mutual fund analysis · Large & Mid Cap
Large & Mid Cap funds: every scheme, ranked by 5 years return
Large & Mid Cap · 37 schemes at Q2 FY27
Q2 FY27: the median Large & Mid Cap fund returned +10% over 5 years, annualized; 27 of 27 schemes gained. Best Motilal Oswal Large and Midcap Fund +17%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund | Motilal Oswal | +1% | +6% | +20% | +17% | |
| 2 | Invesco India Large & Mid Cap Fund | Invesco | −3% | +6% | +20% | +15% | |
| 3 | Bandhan Large & Mid Cap Fund | Bandhan | −2% | +2% | +15% | +15% | |
| 4 | quant Large & Mid Cap Fund | quant | −2% | +10% | +13% | +14% | |
| 5 | ICICI Prudential Large & Mid Cap Fund | ICICI Prudential | −2% | −1% | +13% | +13% | |
| 6 | HSBC Large & Mid Cap Fund | HSBC | −2% | +8% | +15% | +12% | |
| 7 | HDFC Large & Mid Cap Fund | HDFC | −3% | −2% | +11% | +12% | |
| 8 | UTI Large & Mid Cap Fund | UTI | −4% | +1% | +13% | +12% | |
| 9 | Sbi Large & Midcap Fund | SBI | −4% | 0% | +11% | +12% | |
| 10 | Kotak Large & Mid Cap Fund | Kotak Mahindra | −4% | −1% | +11% | +11% | |
| 11 | Nippon India Vision Large & Midcap Fund | Nippon India | −4% | −3% | +12% | +11% | |
| 12 | BANK OF INDIA Large & Mid Cap Fund Eco | Bank of India | −3% | +5% | +12% | +11% | |
| 13 | Edelweiss Large & Mid Cap Fund | Edelweiss | −3% | +1% | +11% | +10% | |
| 14 | Sundaram Large and Midcap Fund | Sundaram | 0% | +6% | +12% | +10% | |
| 15 | Axis Large & Mid Cap Fund | Axis | −2% | +4% | +13% | +10% | |
| 16 | Baroda BNP Paribas Large and Mid Cap Fund | Baroda BNP Paribas | −2% | +1% | +11% | +10% | |
| 17 | BANK OF INDIA Large & Mid Cap Fund | Bank of India | −3% | +4% | +11% | +10% | |
| 18 | Mahindra Manulife Large & Mid Cap Fund | Mahindra Manulife | 0% | +3% | +9% | +10% | |
| 19 | DSP Large & Mid Cap Fund | DSP | −5% | −4% | +11% | +10% | |
| 20 | Union Large & Midcap Fund | Union | 0% | +3% | +11% | +10% | |
| 21 | LIC MF Large & Mid Cap Fund | LIC | −4% | −2% | +11% | +9% | |
| 22 | Mirae Asset Large & Midcap Fund | Mirae Asset | −4% | 0% | +10% | +9% | |
| 23 | Canara Robeco Large and Mid Cap Fund | Canara Robeco | −2% | −3% | +10% | +9% | |
| 24 | Franklin India Large & Mid Cap Fund | Franklin Templeton | −3% | −4% | +9% | +8% | |
| 25 | Navi Large & Midcap Fund | Navi | −4% | +1% | +7% | +8% | |
| 26 | Tata Large & Mid Cap Fund | Tata | −5% | −7% | +5% | +8% | |
| 27 | Aditya Birla Sun Life Large & Mid Cap Fund | Aditya Birla Sun Life | −1% | +3% | +10% | +6% | |
| 28 | Abakkus Large & Mid Cap Fundsince Aug 2026 | Abakkus | — | — | — | — | |
| 29 | Bajaj Finserv Large & Mid Cap Fundsince Feb 2024 | Bajaj Finserv | −3% | 0% | — | — | |
| 30 | Helios Large & Mid Cap Fundsince Nov 2024 | Helios | −3% | +2% | — | — | |
| 31 | ITI Large & Midcap Fundsince Sep 2024 | ITI | +1% | +3% | — | — | |
| 32 | JM Large & Mid Cap Fundsince Jul 2025 | JM Financial | −1% | +2% | — | — | |
| 33 | PGIM India Large and Midcap Fundsince Feb 2024 | PGIM India | −1% | −1% | — | — | |
| 34 | Samco Large & Mid Cap Fundsince Jun 2025 | Samco | −5% | −7% | — | — | |
| 35 | The Wealth Company Large & Mid Cap Fundsince Jun 2026 | The Wealth Company | −3% | — | — | — | |
| 36 | Trustmf Large & Midcap Fundsince Jul 2026 | Trust | — | — | — | — | |
| 37 | Whiteoak Capital Large & Mid Cap Fundsince Dec 2023 | WhiteOak Capital | −3% | +1% | — | — |
Joined and left since last quarter
- Abakkus Large & Mid Cap Fund
- Trustmf Large & Midcap Fund