Mutual Fund Category AMFI: 'Equity Scheme - Large & Mid Cap Fund', 'Equity Schemes - Large & Mid Cap Fund'

Large Mid Cap Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Goal

Exposure to large and mid-cap stocks with balancing happening with in the scheme.

Taxation

Taxed as equity.

Questions

How does these funds perform vs benchmark?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-LARGE-MID-CAP-FUNDS benchmark series. View Large Mid Cap Funds Series Details

End Amount

₹72,760.89

Initial: ₹10000 (Lumpsum)

Category CAGR

15.47%

Large Mid Cap Funds Return

Benchmark CAGR

14.86%

NIFTYLARGEMIDCAP250

Inflation Adj. CAGR

10.13%

Real Annualized Return

Alpha

0.01

Excess Return vs Benchmark

Beta

0.95

Volatility vs Benchmark

Sharpe Ratio

0.61

Risk-Adjusted Return

Sortino Ratio

0.90

Downside Risk-Adjusted Return

Large Mid Cap Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (36) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Abakkus Large & Mid Cap Fund - Direct Plan - Growth MF_154477	-	-	-	-
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan MF_119436	4.65%	14.20%	10.85%	14.11%
Axis Large & Mid Cap Fund - Direct Plan - Growth MF_145110	11.19%	22.53%	-	-
BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth MF_119350	3.61%	13.54%	11.64%	14.11%
Bajaj Finserv Large & Mid Cap Fund- Direct Plan- Growth MF_152408	-	-	-	-
Bandhan Large & Mid Cap Fund - Direct Plan - Growth MF_118419	4.78%	15.62%	13.91%	17.09%
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option MF_148474	-	-	-	-
CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION MF_118278	8.71%	18.46%	14.80%	18.27%
DSP Large & Mid Cap Fund - Direct Plan - Growth MF_119218	7.23%	16.84%	14.13%	16.82%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option MF_140175	12.37%	18.58%	-	-
Franklin India Large & Mid Cap Fund - Direct - Growth MF_118510	0.74%	13.15%	11.06%	13.55%
HDFC Large & Mid Cap Fund - Growth Option - Direct Plan MF_130498	0.12%	14.82%	12.85%	15.10%
HSBC Large & Mid Cap Fund - Direct Growth MF_146772	13.42%	21.77%	-	-
Helios Large & Mid Cap Fund - Direct Plan - Growth Option MF_152941	-	-	-	-
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth MF_120596	3.92%	15.42%	14.69%	16.72%
ITI Large & Midcap Fund - Direct Plan - Growth MF_152821	-	-	-	-
Invesco India Large & Mid Cap Fund - Direct Plan - Growth MF_120357	7.23%	17.63%	15.08%	17.62%
JM Large & Mid Cap Fund (Direct) - Growth Option MF_153629	-	-	-	-
Kotak Large & Mid Cap Fund - Direct- Growth MF_120158	7.48%	17.21%	14.65%	17.24%
LIC MF Large & Mid Cap Fund-Direct Plan-Growth MF_133710	6.90%	16.57%	13.55%	16.05%
Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth MF_147840	-	-	-	-
Mirae Asset Large & Midcap Fund - Direct Plan - Growth MF_118834	10.14%	20.37%	16.06%	19.89%
Motilal Oswal Large and Midcap Fund - Direct Plan Growth MF_147704	-	-	-	-
Navi Large & Midcap Fund- Direct Plan- Growth Option MF_135677	10.82%	16.26%	12.69%	14.81%
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option MF_118678	0.46%	13.63%	11.55%	13.99%
PGIM India Large and Midcap Fund - Direct Plan - Growth Option MF_152382	-	-	-	-
quant Large & Mid Cap Fund - Growth Option-Direct Plan MF_120826	7.74%	17.66%	15.59%	18.62%
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth MF_119721	4.70%	16.60%	13.92%	16.75%
Samco Large & Mid Cap Fund - Direct Plan - Growth Option MF_153534	-	-	-	-
Sundaram Large and Midcap Fund Direct Plan - Growth MF_119566	6.34%	16.41%	13.78%	15.92%
TRUSTMF LARGE & MIDCAP FUND - DIRECT PLAN - GROWTH MF_154433	-	-	-	-
Tata Large & MId Cap Fund -Direct Plan- Growth Option MF_119202	6.15%	15.65%	12.32%	15.64%
The Wealth Company Large & Mid Cap Fund Direct Growth MF_154381	-	-	-	-
UTI Large & Mid Cap Fund - Direct Plan - Growth Option MF_120665	1.02%	13.88%	12.93%	14.90%
Union Large & Midcap Fund - Direct Plan - Growth Option MF_147750	-	-	-	-
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth MF_152226	-	-	-	-