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 ₹12428 Cr •
Expense 0.68%
AUM ₹23246 Cr •
Expense 0.77%
AUM ₹9997 Cr •
Expense 0.58%
AUM ₹26406 Cr •
Expense 0.82%
AUM ₹8007 Cr •
Expense 0.64%
AUM ₹4865 Cr •
Expense 1.05%
AUM ₹33348 Cr •
Expense 0.75%
AUM ₹6174 Cr •
Expense 1.31%
AUM ₹2688 Cr •
Expense 0.46%
AUM ₹3651 Cr •
Expense 0.69%
AUM ₹4314 Cr •
Expense 0.82%
AUM ₹4063 Cr •
Expense 0.45%
AUM ₹28084 Cr •
Expense 0.53%
AUM ₹15502 Cr •
Expense 0.63%
AUM ₹14805 Cr •
Expense 0.61%
AUM ₹3579 Cr •
Expense 1.29%
AUM ₹25551 Cr •
Expense 0.56%
AUM ₹40554 Cr •
Expense 0.6%
AUM ₹317 Cr •
Expense 0.52%
AUM ₹3101 Cr •
Expense 0.58%
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 SBI Large & Midcap Fund Direct Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹4.67K 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, 8 Large Mid Cap Mutual Funds have added Kotak Mahindra Bank 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 Real Estate, Basic Materials, Health sectors and allocation in Securitize sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 18.22%, in last 6M | 79.59K Cr |
 Consumer Cyclical Increased by 16.79%, in last 6M | 49.98K Cr |
 Industrial Increased by 9.60%, in last 6M | 38.69K Cr |
 Health Increased by 23.52%, in last 6M | 29.69K Cr |
 Basic Materials Increased by 24.54%, in last 6M | 28.87K Cr |
 Tech Increased by 0.38%, in last 6M | 25.15K Cr |
 Consumer Defensive Increased by 15.64%, in last 6M | 13.92K Cr |
 Energy Increased by 18.06%, in last 6M | 11.09K Cr |
 Communication Increased by 8.52%, in last 6M | 9.44K Cr |
 Utilities Increased by 2.39%, in last 6M | 9.03K Cr |
 Real Estate Increased by 34.48%, in last 6M | 5.73K Cr |
 Securitize Decreased by 100.00%, in last 6M | 0 Cr |
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