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Large & Mid Cap Fund

As of 2026-10 (month-end). 3-year ratings: 26 funds; 5-year ratings: 26 funds; 10-year ratings: 19 funds. Sort by any column. Select funds to compare.

fund rating3y โ˜…5y โ˜…10y โ˜… 3y return3y volatility 3y worst fall3y Sharpe 3y risk-adj. rank5y return10y returnhistory (months)
Bandhan Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜… 554 16.71% 16.13% -17.95% 0.68 8th 14.97% 15.26% 165
Invesco India Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜… 555 21.34% 18.88% -18.60% 0.81 1st 15.79% 16.76% 165
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜… 55- 20.66% 21.96% -26.06% 0.70 4th 17.41% - 84
Quant Large & Mid Cap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜…โ˜…โ˜… 445 14.98% 19.51% -24.13% 0.51 24th 14.95% 15.15% 165
HSBC Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜† 44- 17.21% 18.68% -25.08% 0.63 12th 13.40% - 90
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜† 444 13.32% 15.21% -14.76% 0.51 28th 12.78% 14.40% 165
Kotak Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜† 344 12.60% 15.73% -18.50% 0.46 52nd 12.26% 14.48% 165
UTI Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜…โ˜† 443 14.04% 15.48% -17.55% 0.55 20th 12.40% 13.39% 165
Axis Large & Mid Cap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜…โ˜†โ˜† 43- 14.58% 14.67% -17.16% 0.60 16th 10.87% - 96
BANK OF INDIA LARGE & MID CAP FUND - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 332 13.22% 16.04% -21.20% 0.49 44th 10.70% 12.72% 165
Baroda BNP Paribas Large and Mid Cap fund - Direct Plan - Growth Option โ˜…โ˜…โ˜…โ˜†โ˜† 33- 13.71% 16.60% -19.50% 0.50 36th 10.93% - 73
Canara Robeco Large and Mid Cap Fund - Direct Plan - GROWTH OPTION โ˜…โ˜…โ˜…โ˜†โ˜† 223 12.37% 16.37% -18.29% 0.44 68th 9.39% 14.17% 165
DSP Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 333 12.88% 16.02% -16.92% 0.47 48th 10.90% 13.64% 165
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 43- 13.54% 16.14% -18.17% 0.50 32nd 11.68% - 119
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜…โ˜†โ˜† 243 12.08% 16.54% -18.71% 0.42 76th 12.29% 14.03% 148
LIC MF Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 223 12.02% 17.52% -18.70% 0.40 80th 9.53% 13.34% 140
Mahindra Manulife Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 23- 11.85% 15.71% -20.01% 0.42 72nd 10.92% - 81
Mirae Asset Large & Midcap Fund - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 224 11.45% 16.40% -19.54% 0.38 84th 9.29% 15.18% 165
Nippon India Vision Large & Mid Cap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜…โ˜†โ˜† 332 13.49% 16.07% -16.83% 0.50 40th 11.46% 12.24% 165
SBI LARGE & MIDCAP FUND - Direct Plan - Growth โ˜…โ˜…โ˜…โ˜†โ˜† 333 11.94% 13.91% -14.17% 0.46 56th 11.46% 13.78% 165
Sundaram Large and Midcap Fund - Direct Plan - GROWTH โ˜…โ˜…โ˜…โ˜†โ˜† 323 12.94% 16.72% -18.91% 0.46 60th 10.17% 13.90% 165
Navi Large & Midcap Fund - Direct Plan - Growth โ˜…โ˜…โ˜†โ˜†โ˜† 122 9.67% 17.29% -18.80% 0.28 96th 8.90% 12.68% 130
Tata Large & Mid Cap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜†โ˜†โ˜† 112 5.74% 16.42% -21.72% 0.06 100th 7.82% 11.59% 165
Union Large & Midcap Fund - Direct Plan - Growth Option โ˜…โ˜…โ˜†โ˜†โ˜† 32- 12.51% 15.61% -18.73% 0.46 64th 10.30% - 82
Aditya Birla Sun Life Large & Mid Cap Fund - Direct Plan - GROWTH โ˜…โ˜†โ˜†โ˜†โ˜† 211 11.08% 16.45% -20.51% 0.36 88th 6.28% 10.70% 165
Franklin India Large & Mid Cap Fund - Direct Plan - Growth โ˜…โ˜†โ˜†โ˜†โ˜† 111 10.42% 15.67% -17.76% 0.33 92nd 7.83% 11.04% 165
Abakkus Large & Mid Cap Fund - Direct Plan - Growth - --- - - - - - - - 2
Bajaj Finserv Large & Mid Cap Fund - Direct Plan - Growth - --- - - - - - - - 32
Helios Large & Mid Cap Fund - Direct Plan - Growth - --- - - - - - - - 23
ITI Large & Mid Cap Fund - Direct Plan - Growth Option - --- - - - - - - - 25
JM Large & Mid Cap Fund - Direct Plan - Growth Option - --- - - - - - - - 15
PGIM India Large and Midcap Fund - Direct Plan - Direct Growth - --- - - - - - - - 32
Samco Large & Mid Cap Fund - Direct Plan - Growth - --- - - - - - - - 16
TRUSTMF LARGE & MIDCAP FUND - Direct Plan - Growth - --- - - - - - - - 3
The Wealth Company Large & Mid Cap Fund - Direct Plan - Growth - --- - - - - - - - 4
WhiteOak Capital Large & Mid Cap Fund - Direct Plan - Growth Option - --- - - - - - - - 34

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Excluded (no NAV through 2026-10): 154841

Ratings: Morningstar method, 3/5/10-year and overall; under 36 months not rated. Differences from Morningstar: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions. Past performance only.