Large & Mid Cap Mutual Funds

Large Mid Cap Mutual Funds in India invest in a mix of Large Cap and Mid Cap companies, offering a balance of stability and growth. These funds aim to provide steady returns from established firms while capturing higher growth potential from emerging businesses. Suitable for medium- to long-term investors, they combine risk and reward more evenly than pure Large Cap or Mid Cap funds.

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List of Large & Mid Cap Mutual Funds

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Why Invest in Large Mid Cap Mutual Funds in India?

Investing in Large Mid Cap Mutual Funds offers a balanced approach, combining the stability of Large Cap stocks with the growth potential of Mid Caps. This blend helps manage risk while aiming for higher Large Mid Cap Mutual Funds returns, making it ideal for investors seeking moderate volatility with long-term wealth creation.

 

Popular Large & Mid Cap Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 10,840
  • 3Y Return
  • 33.97%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 9,107
  • 3Y Return
  • 29.38%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 7,274
  • 3Y Return
  • 29.33%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 4,544
  • 3Y Return
  • 25.98%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 21,657
  • 3Y Return
  • 25.68%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 15,013
  • 3Y Return
  • 25.39%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 25,412
  • 3Y Return
  • 25.07%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 5,897
  • 3Y Return
  • 24.44%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 27,046
  • 3Y Return
  • 24.17%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 4,173
  • 3Y Return
  • 24.03%

FAQs

Before investing in Large Mid Cap Funds, consider your risk appetite, investment horizon, fund performance history, expense ratio, fund manager’s track record, and market conditions. Ensure the fund aligns with your financial goals and be prepared for moderate volatility for potentially higher long-term returns.

Some of the best Large Mid Cap funds for 2025 include Motilal Oswal Large and Midcap Fund, ICICI Prudential Large Mid Cap Fund, HSBC Large Mid Cap Fund, Invesco India Large Mid Cap Fund, and UTI Large Mid Cap Fund. These funds have shown strong returns and consistent management, making them ideal for long-term SIP and lumpsum investments in a balanced portfolio.

You should stay invested in Large Mid Cap Mutual Funds for at least 5 to 7 years. This allows you to ride out market volatility and benefit from the growth potential of Mid Cap stocks while leveraging the stability of Large Cap investments for long-term wealth creation.

Invest based on your financial goals, risk tolerance, and investment horizon. Typically, allocate 10–20% of your equity portfolio to Large Mid Cap Funds. Ensure it complements your overall asset allocation strategy, and consider starting with SIPs to manage risk and build wealth gradually.

Yes, Large Mid Cap Mutual Funds can be good for beginners with a moderate risk appetite. They offer a balanced mix of stability from Large Caps and growth from Mid Caps. However, beginners should start with SIPs and have a long-term horizon to manage volatility effectively.

No, Large Mid Cap Funds are not tax-free. They are equity funds, so gains are taxed under equity taxation rules: If you sell your investment within a year, the profit is taxed as STCG at a rate of 20% and LTCG is taxed at 12.5% on profits exceeding ₹1.25 lakh per financial year.

Large Mid Cap Funds are managed by professional fund managers appointed by Asset Management Companies (AMCs). These experts analyze market trends, company fundamentals, and economic factors to build and adjust portfolios. Their goal is to optimize returns while managing risk, in line with the fund's investment objective.
 

Yes, Large Mid Cap Funds are good for long-term returns, offering a balanced mix of stability and growth. They suit investors with a 5–7+ year investment horizon.

No, Large Mid Cap Funds are not the same as blue chip stocks. While they include Large Cap (often blue chip) companies, they also invest in Mid Cap stocks, which are smaller and more volatile but offer higher growth potential.

Large Mid Cap Funds can deliver consistent returns over the long term, but their performance may vary due to market conditions. The balance of stability from Large Caps and growth potential from Mid Caps helps manage risk while targeting steady growth.

Ideally, 1–2 Large Mid Cap Funds should be enough in your portfolio, ensuring diversification without overexposure. Balancing with other equity, debt, or hybrid funds based on your financial goals and risk tolerance is essential.

Yes, Large Mid Cap Mutual Funds are generally safer than Mid & Small Cap funds. They offer a mix of stability from Large Cap stocks and growth potential from Mid Caps, making them less volatile than pure mid or small-cap funds.

To choose the best Large Mid Cap Mutual Fund, compare fund performance, expense ratio, fund manager expertise, and portfolio diversification. Consider your risk tolerance and investment horizon, and select a fund with consistent returns and strong long-term growth potential.

To assess if your Large Mid Cap fund is performing well, compare its returns with relevant benchmarks (e.g., Nifty Large Mid Cap 250 Index) and peer funds. Track performance over 1, 3, and 5 years, and ensure it aligns with your goals.

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