Large & Mid Cap Funds
Large & mid cap mutual funds enable you to invest in India’s fast-growing companies that have a market capitalisation of greater than INR 5000 Cr. These mutual funds pool money from various investors and are mandated to specifically invest in Large and mid cap companies. These types of funds are attractive because they combine the stability of large cap companies with the high growth potential of mid cap companies.
Best Large & Mid Cap Mutual Funds
List of the top-performing large & mid cap mutual funds sorted by returns with their AUM and Expense Ratio.
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AUM ₹13778 Cr •
Expense 0.66%
AUM ₹24424 Cr •
Expense 0.78%
AUM ₹26949 Cr •
Expense 0.85%
AUM ₹10818 Cr •
Expense 0.56%
AUM ₹4993 Cr •
Expense 1%
AUM ₹3482 Cr •
Expense 0.7%
AUM ₹8441 Cr •
Expense 0.61%
AUM ₹34065 Cr •
Expense 0.77%
AUM ₹2647 Cr •
Expense 0.48%
AUM ₹6395 Cr •
Expense 1.25%
AUM ₹4088 Cr •
Expense 0.82%
AUM ₹15857 Cr •
Expense 0.63%
AUM ₹28381 Cr •
Expense 0.53%
AUM ₹1607 Cr •
Expense 0.83%
AUM ₹4133 Cr •
Expense 0.43%
AUM ₹14906 Cr •
Expense 0.6%
AUM ₹3529 Cr •
Expense 1.28%
AUM ₹6740 Cr •
Expense 0.76%
AUM ₹40822 Cr •
Expense 0.59%
AUM ₹25484 Cr •
Expense 0.56%
What are Large and Mid Cap Mutual Funds?
Large & mid cap funds invest in the top 250 companies by market cap in India. These mutual funds provide prospects for long-term growth. As per regulations, the AMC’s (Mutual Funds asset management companies) have to invest at least 35% of the total money in large cap stocks and 35% of the total money in mid cap stocks and the remaining 30% in any of the two according to market conditions.
Large Mid Cap Mutual Funds vs. Other Categories
Large Mid Cap Funds have Outperformed Large Cap Funds but Trail Small Cap Funds Over 5 Years
How is the AUM of Large Mid Cap Mutual Funds Growing?
In the past six months, the ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹5.07K crore. This positions it as one of the top-performing Large Mid Cap mutual funds in terms of investor interest and fund growth.
Stocks Added by Best Large Mid Cap Mutual Funds
Over the last six months, 9 Large Mid Cap Mutual Funds have added HDB Financial Services Ltd to their portfolio. This move highlights the stock’s growing appeal in the segment as a promising investment.
Top Exits from Large Mid Cap Mutual Funds
In contrast, Tata Consultancy Services Ltd has been exited by 7 of 33 Large Mid Cap Mutual Funds in the last six months. This shift underscores a cautious approach by fund managers toward the stock, reflecting changing market dynamics.
Large Mid Cap Funds’ Sector allocation
Over the last 6 months, Large Mid Cap category has seen increased allocation towards Derivatives, Real Estate, Consumer Cyclical sectors and allocation in Securitize, Utilities sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 14.71%, in last 6M | 81.4K Cr |
 Consumer Cyclical Increased by 27.41%, in last 6M | 53.83K Cr |
 Industrial Increased by 13.14%, in last 6M | 38.87K Cr |
 Basic Materials Increased by 17.53%, in last 6M | 28.94K Cr |
 Health Increased by 13.60%, in last 6M | 28.9K Cr |
 Tech Increased by 13.22%, in last 6M | 24.9K Cr |
 Consumer Defensive Increased by 19.93%, in last 6M | 14.44K Cr |
 Energy Increased by 22.46%, in last 6M | 11.56K Cr |
 Communication Increased by 7.87%, in last 6M | 9.86K Cr |
 Utilities Decreased by 6.49%, in last 6M | 8.47K Cr |
 Real Estate Increased by 41.82%, in last 6M | 5.77K Cr |
 Derivatives Increased by 186.21%, in last 6M | 3.06 Cr |
 Securitize Decreased by 100.00%, in last 6M | 0 Cr |
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