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Equity - Large & Mid Cap Fund 2025

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Motilal Oswal Large & Midcap Fund(G)-Direct Pl...
Motilal Oswal Large & Midcap Fund(G)-Direct Pl...
35.66
9,001
27.4
17 Oct' 19
46.13
27.05
26.59
N/A
34.39
26.79
27.49
N/A
Unlock
Mahindra Manulife Large & Mid Cap Fund(G)-Dire...
Mahindra Manulife Large & Mid Cap Fund(G)-Dire...
28.10
2,564
22.8
30 Dec' 19
16.61
16.28
21.69
N/A
32.54
25.30
23.39
N/A
Unlock
Motilal Oswal Large & Midcap Fund-Reg(G)
Motilal Oswal Large & Midcap Fund-Reg(G)
32.89
9,001
25.5
17 Oct' 19
46.13
27.05
26.59
N/A
32.33
24.85
25.54
N/A
Unlock
Mahindra Manulife Large & Mid Cap Fund-Reg(G)
Mahindra Manulife Large & Mid Cap Fund-Reg(G)
25.70
2,564
20.6
30 Dec' 19
16.61
16.28
21.69
N/A
30.18
23.03
21.23
N/A
Unlock
Axis Growth Opp Fund(G)-Direct Plan
Axis Growth Opp Fund(G)-Direct Plan
34.42
14,099
22
22 Oct' 18
25.52
14.41
21.97
N/A
25.81
22.81
23.37
N/A
Unlock
Mirae Asset Large & Midcap Fund-Reg(G)
Mirae Asset Large & Midcap Fund-Reg(G)
139.34
38,335
19.9
09 Jul' 10
15.56
13.78
20.19
18.33
22.83
22.64
21.71
21.30
Unlock
Mirae Asset Large & Midcap Fund(G)-Direct Plan
Mirae Asset Large & Midcap Fund(G)-Direct Plan
156.07
38,335
22.2
01 Jan' 13
15.56
13.78
20.19
18.33
23.98
22.28
20.86
21.99
Unlock
Union Large & Midcap Fund(G)-Direct Plan
Union Large & Midcap Fund(G)-Direct Plan
25.98
868
20.6
06 Dec' 19
20.56
13.91
20.53
N/A
27.59
21.28
21.15
N/A
Unlock
HSBC Large & Mid Cap Fund(G)-Direct Plan
HSBC Large & Mid Cap Fund(G)-Direct Plan
28.81
4,310
20
28 Mar' 19
38.56
20.21
22.01
N/A
25.08
21.23
22.82
N/A
Unlock
Canara Rob Emerg Equities Fund-Reg(G)
Canara Rob Emerg Equities Fund-Reg(G)
244.60
24,887
17.5
11 Mar' 05
26.32
15.5
21.33
16.79
21.49
20.95
19.92
19.34
Unlock
Canara Rob Emerg Equities Fund-Auto Repurchase...
Canara Rob Emerg Equities Fund-Auto Repurchase...
244.60
24,887
17.5
11 Mar' 05
26.32
15.5
21.33
16.79
21.49
20.95
19.92
19.34
Unlock
Canara Rob Emerg Equities Fund(G)-Direct Plan
Canara Rob Emerg Equities Fund(G)-Direct Plan
278.57
24,887
21.1
01 Jan' 13
26.32
15.5
21.33
16.79
22.85
20.62
19.04
20.28
Unlock
Kotak Equity Opp Fund(G)-Direct Plan
Kotak Equity Opp Fund(G)-Direct Plan
367.25
25,784
17.9
01 Jan' 13
24.16
19.77
21.15
17.03
20.27
17.66
16.46
17.50
Unlock
SBI Large & Midcap Fund(G)-Direct Plan
SBI Large & Midcap Fund(G)-Direct Plan
629.13
29,268
17.7
01 Jan' 13
18.04
17.09
20.96
15.64
19.19
17.13
15.66
16.88
Unlock
DSP Equity Opportunities Fund(G)-Direct Plan
DSP Equity Opportunities Fund(G)-Direct Plan
648.92
14,023
17.8
31 Dec' 12
35.57
20.83
21.09
16.91
20.03
17.06
15.81
16.87
Unlock
Kotak Equity Opp Fund(G)
Kotak Equity Opp Fund(G)
321.64
25,784
18.6
09 Sep' 04
24.16
19.77
21.15
17.03
18.86
16.90
15.21
14.26
Unlock
Edelweiss Large & Mid Cap Fund(G)-Direct Plan
Edelweiss Large & Mid Cap Fund(G)-Direct Plan
97.67
3,745
17.3
01 Jan' 13
33.63
19.3
21.56
16.44
19.18
16.59
15.79
16.46
Unlock
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
91.83
6,918
16
08 Jan' 13
29.83
16.08
18.16
15.79
18.89
16.58
15.61
16.45
Unlock
LIC MF Large & Midcap Fund-(G)-Direct Plan
LIC MF Large & Midcap Fund-(G)-Direct Plan
43.31
3,142
16
25 Feb' 15
27.85
16.53
19.21
16.72
19.05
16.05
15.43
17.46
Unlock
Edelweiss Large & Mid Cap Fund-Reg(G)
Edelweiss Large & Mid Cap Fund-Reg(G)
83.64
3,745
12.8
14 Jun' 07
33.63
19.3
21.56
16.44
17.63
15.63
14.06
13.18
Unlock
Axis Growth Opp Fund-Reg(G)
Axis Growth Opp Fund-Reg(G)
31.42
14,099
20.2
22 Oct' 18
25.52
14.41
21.97
N/A
24.01
21.05
21.61
N/A
Unlock
Quant Large & Mid Cap Fund(G)-Direct Plan
Quant Large & Mid Cap Fund(G)-Direct Plan
124.50
3,658
19.6
07 Jan' 13
17.85
20.76
25.43
18
23.92
20.53
18.10
20.05
Unlock
Quant Large & Mid Cap Fund(G)
Quant Large & Mid Cap Fund(G)
114.48
3,658
14.4
11 Dec' 06
17.85
20.76
25.43
18
23.02
20.20
17.40
15.82
Unlock
SBI Large & Midcap Fund-Reg(G)
SBI Large & Midcap Fund-Reg(G)
582.46
29,268
15
28 Feb' 93
18.04
17.09
20.96
15.64
18.39
17.27
15.45
14.64
Unlock
Invesco India Large & Mid Cap Fund(G)-Direct P...
Invesco India Large & Mid Cap Fund(G)-Direct P...
108.41
6,712
18.7
01 Jan' 13
37.48
21.69
21.49
17.34
19.99
16.71
15.92
16.61
Unlock
DSP Equity Opportunities Fund-Reg(G)
DSP Equity Opportunities Fund-Reg(G)
584.01
14,023
17.9
16 May' 00
35.57
20.83
21.09
16.91
18.93
16.67
14.97
14.30
Unlock
Tata Large & Mid Cap Fund(G)-Direct Plan
Tata Large & Mid Cap Fund(G)-Direct Plan
561.24
8,245
16.6
01 Jan' 13
15.53
16.44
18.57
14.51
18.15
16.24
15.14
16.07
Unlock
Sundaram Large and Mid Cap Fund(G)
Sundaram Large and Mid Cap Fund(G)
82.08
6,918
12.5
27 Feb' 07
29.83
16.08
18.16
15.79
17.72
15.85
14.05
13.00
Unlock
Tata Large & Mid Cap Fund-Reg(G)
Tata Large & Mid Cap Fund-Reg(G)
495.18
8,245
13
25 Feb' 93
15.53
16.44
18.57
14.51
16.88
15.80
14.34
13.29
Unlock
Navi Large & Midcap Fund(G)-Direct Plan
Navi Large & Midcap Fund(G)-Direct Plan
40.82
319
16.7
07 Dec' 15
22.86
14.57
17.62
N/A
18.79
15.78
16.06
16.94
Unlock
Union Large & Midcap Fund-Reg(G)
Union Large & Midcap Fund-Reg(G)
24.42
868
19.1
06 Dec' 19
20.56
13.91
20.53
N/A
26.05
19.80
19.70
N/A
Unlock
HSBC Large & Mid Cap Fund-Reg(G)
HSBC Large & Mid Cap Fund-Reg(G)
26.51
4,310
18.3
28 Mar' 19
38.56
20.21
22.01
N/A
23.29
19.42
21.05
N/A
Unlock
Bandhan Core Equity Fund(G)-Direct Plan
Bandhan Core Equity Fund(G)-Direct Plan
145.54
7,641
16.6
01 Jan' 13
28.79
23.34
23.22
17.11
20.11
16.35
14.84
16.10
Unlock
ICICI Pru Large & Mid Cap Fund(G)-Direct Plan
ICICI Pru Large & Mid Cap Fund(G)-Direct Plan
1024.78
17,680
17
01 Jan' 13
20.38
20.44
22.58
16.42
18.89
16.34
14.60
16.03
Unlock
Invesco India Large & Mid Cap Fund(G)
Invesco India Large & Mid Cap Fund(G)
92.12
6,712
13.6
09 Aug' 07
37.48
21.69
21.49
17.34
18.30
15.85
14.54
14.07
Unlock
ICICI Pru Large & Mid Cap Fund(G)
ICICI Pru Large & Mid Cap Fund(G)
921.38
17,680
18.6
09 Jul' 98
20.38
20.44
22.58
16.42
17.81
15.66
13.82
13.06
Unlock
Aditya Birla SL Equity Advantage Fund(G)
Aditya Birla SL Equity Advantage Fund(G)
854.88
5,827
17
24 Feb' 95
15.58
8.48
15.86
13.06
16.65
15.47
14.19
13.31
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Aditya Birla SL Equity Advantage Fund(G)-Direc...
Aditya Birla SL Equity Advantage Fund(G)-Direc...
946.97
5,827
15.7
01 Jan' 13
15.58
8.48
15.86
13.06
17.71
15.26
13.87
15.01
Unlock
Bandhan Core Equity Fund-Reg(G)
Bandhan Core Equity Fund-Reg(G)
125.62
7,641
13.9
09 Aug' 05
28.79
23.34
23.22
17.11
18.54
15.06
12.93
11.50
Unlock
UTI Large & Mid Cap Fund(G)-Direct Plan
UTI Large & Mid Cap Fund(G)-Direct Plan
183.53
4,134
15.8
01 Jan' 13
27.2
21.38
23.21
15.67
18.17
14.48
12.86
14.16
Unlock
UTI Large & Mid Cap Fund-Reg(G)
UTI Large & Mid Cap Fund-Reg(G)
172.15
4,134
14.2
20 May' 09
27.2
21.38
23.21
15.67
17.51
14.44
12.55
11.80
Unlock
Franklin India Equity Advantage Fund(G)
Franklin India Equity Advantage Fund(G)
179.75
3,491
15.6
02 Mar' 05
18.8
13.6
17.95
13.07
15.91
14.41
13.00
13.16
Unlock
LIC MF Large & Midcap Fund-Reg(G)
LIC MF Large & Midcap Fund-Reg(G)
37.90
3,142
14.4
25 Feb' 15
27.85
16.53
19.21
16.72
17.39
14.36
13.75
15.82
Unlock
HDFC Large and Mid Cap Fund(G)-Direct Plan
HDFC Large and Mid Cap Fund(G)-Direct Plan
334.53
23,899
14.3
01 Jan' 13
19.41
21.16
23.18
16.36
17.30
14.13
12.84
13.79
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Franklin India Equity Advantage Fund(G)-Direct...
Franklin India Equity Advantage Fund(G)-Direct...
196.75
3,491
15.2
01 Jan' 13
18.8
13.6
17.95
13.07
16.81
14.08
12.50
13.80
Unlock
Nippon India Vision Fund(G)
Nippon India Vision Fund(G)
1385.87
5,588
18.3
08 Oct' 95
25.64
19.99
21.24
14.47
16.73
14.05
11.89
11.28
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Bank of India Large & Mid Cap Equity Fund(G)-D...
Bank of India Large & Mid Cap Equity Fund(G)-D...
95.15
367
14.6
01 Jan' 13
16.6
15.4
19.29
13.8
16.74
14.05
12.98
13.86
Unlock
Nippon India Vision Fund(G)-Direct Plan
Nippon India Vision Fund(G)-Direct Plan
1485.35
5,588
15.2
01 Jan' 13
25.64
19.99
21.24
14.47
17.41
14.04
12.21
13.68
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HDFC Large and Mid Cap Fund-Reg(G)
HDFC Large and Mid Cap Fund-Reg(G)
319.39
23,899
12.9
18 Feb' 94
19.41
21.16
23.18
16.36
16.83
13.88
11.55
9.96
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Navi Large & Midcap Fund-Reg(G)
Navi Large & Midcap Fund-Reg(G)
34.47
319
14.6
07 Dec' 15
22.86
14.57
17.62
N/A
16.59
13.63
13.90
14.79
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Bank of India Large & Mid Cap Equity Fund-Reg(...
Bank of India Large & Mid Cap Equity Fund-Reg(...
83.39
367
14
21 Oct' 08
16.6
15.4
19.29
13.8
15.43
13.27
11.61
11.22
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Baroda BNP Paribas Large & Mid Cap Fund(G)-Dir...
Baroda BNP Paribas Large & Mid Cap Fund(G)-Dir...
28.34
1,540
27
04 Sep' 20
27.88
17.8
N/A
N/A
27.64
23.43
N/A
N/A
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Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)
26.55
1,540
25.1
04 Sep' 20
27.88
17.8
N/A
N/A
25.80
21.67
N/A
N/A
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Bajaj Finserv Large and Mid Cap Fund-Reg(G)
Bajaj Finserv Large and Mid Cap Fund-Reg(G)
11.65
1,705
19.1
27 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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WOC Large & Mid Cap Fund-Reg(G)
WOC Large & Mid Cap Fund-Reg(G)
12.29
1,538
21.5
22 Dec' 23
N/A
N/A
N/A
N/A
22.30
N/A
N/A
N/A
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WOC Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
12.51
1,538
23.6
22 Dec' 23
N/A
N/A
N/A
N/A
24.27
N/A
N/A
N/A
Unlock
PGIM India Large and Mid Cap Fund(G)
PGIM India Large and Mid Cap Fund(G)
11.71
618
18.8
12 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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PGIM India Large and Mid Cap Fund(G)-Direct Pl...
PGIM India Large and Mid Cap Fund(G)-Direct Pl...
11.90
618
20.9
12 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Bajaj Finserv Large and Mid Cap Fund(G)-Direct...
Bajaj Finserv Large and Mid Cap Fund(G)-Direct...
11.80
1,705
20.9
27 Feb' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Helios Large & Mid Cap Fund-Reg(G)
Helios Large & Mid Cap Fund-Reg(G)
9.74
238
-12.3
30 Oct' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
Helios Large & Mid Cap Fund(G)-Direct Plan
Helios Large & Mid Cap Fund(G)-Direct Plan
9.77
238
-11
30 Oct' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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ITI Large & Mid Cap Fund(G)-Direct Plan
ITI Large & Mid Cap Fund(G)-Direct Plan
9.32
829
-19
11 Sep' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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ITI Large & Mid Cap Fund-Reg(G)
ITI Large & Mid Cap Fund-Reg(G)
9.27
829
-20.3
11 Sep' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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*Based on the Fund's Ranking within its Category
Great Decisions Ensure Success
Categories: Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds
Fund House (AMC): Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T
Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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