Large & Mid Cap funds, side by side
15 Large & Mid Cap funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Large & Mid Cap FundAxis Mutual Fund | +15.2% | +11.7% | 0.83% | -31.9% | ₹1,64,537 | ₹17,320 cr |
| Bandhan Large & Mid Cap FundBandhan Mutual Fund | +16.9% | +16.2% | 1.16% | -38.5% | ₹1,97,631 | ₹21,292 cr |
| Baroda BNP Paribas Large and Mid Cap fundBaroda BNP Paribas Mutual Fund | +13.0% | +11.8% | 1.12% | -20.6% | ₹1,64,893 | ₹1,795 cr |
| DSP Large & Mid Cap FundDSP Mutual Fund | +12.3% | +11.2% | 0.79% | -36.8% | ₹1,61,091 | ₹18,411 cr |
| Edelweiss Large & Mid Cap FundEdelweiss Mutual Fund | +13.2% | +12.4% | 0.69% | -34.9% | ₹1,69,365 | ₹4,724 cr |
| HDFC Large & Mid Cap FundHDFC Mutual Fund | +11.9% | +13.6% | 0.92% | -39.5% | ₹1,77,282 | ₹30,294 cr |
| HSBC Large & Mid Cap FundHSBC Mutual Fund | +16.5% | +13.9% | 1.39% | -36.1% | ₹1,79,466 | ₹5,851 cr |
| Invesco India Large & Mid Cap FundInvesco Mutual Fund | +21.9% | +16.6% | 0.79% | -35.3% | ₹2,00,363 | ₹12,400 cr |
| Kotak Large & Mid Cap FundKotak Mahindra Mutual Fund | +12.4% | +13.0% | 0.67% | -36.0% | ₹1,73,106 | ₹31,800 cr |
| Mirae Asset Large & Midcap FundMirae Asset Mutual Fund | +11.1% | +10.0% | 0.85% | -36.9% | ₹1,53,244 | ₹43,788 cr |
| Nippon India Vision Large & Mid Cap FundNippon India Mutual Fund | +13.5% | +12.3% | 1.50% | -45.0% | ₹1,68,130 | ₹7,904 cr |
| SBI Large & Midcap FundSBI Mutual Fund | +12.4% | +12.9% | 0.85% | -36.4% | ₹1,72,715 | ₹42,336 cr |
| Sundaram Large and Midcap FundSundaram Mutual Fund | +13.2% | +11.5% | 1.35% | -38.1% | ₹1,62,631 | ₹7,192 cr |
| UTI Large & Mid Cap FundUTI Mutual Fund | +14.1% | +13.4% | 1.13% | -41.5% | ₹1,76,021 | ₹6,514 cr |
| WhiteOak Capital Large & Mid Cap FundWhiteOak Capital Mutual Fund | — | — | 0.88% | -16.0% | — | ₹2,428 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.67% to 1.50%lowest to highest
Return a year over 5 years+10.0% to +16.6%lowest to highest
Worst fall from a peak-45.0% to -16.0%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.