InvestVerdict· Mutual Funds
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Large & Mid Cap Mutual Funds

At least 35% in large caps and 35% in mid caps.

A fixed blend of stability and growth, written into the rules. It sits between a large-cap and a mid-cap fund without the manager being able to drift to whichever is winning.

Who it suits. Somebody who finds pure mid cap too sharp and pure large cap too slow. Hold for 7 years or more.

Direct plans Regular plans

Direct plans in this category

No Direct plans in this category yet — the daily refresh may still be filling it.

Other categories

Large CapFunds that must keep at least 80% in India's 100 biggest listed companies. Mid CapAt least 65% in companies ranked 101st to 250th by market value. Small CapAt least 65% in companies ranked 251st and below. Flexi CapAt least 65% in equity, with no limit on where across large, mid and small. Multi CapAt least 25% each in large, mid and small caps — the split is mandatory. FocusedA maximum of 30 stocks, at least 65% in equity. Value / ContraAt least 65% in equity, following a value or contrarian strategy. Dividend YieldAt least 65% in equity, predominantly in high dividend-yielding stocks.

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Questions people ask

What is a Large & Mid Cap fund?

At least 35% in large caps and 35% in mid caps. A fixed blend of stability and growth, written into the rules. It sits between a large-cap and a mid-cap fund without the manager being able to drift to whichever is winning.

Who should invest in Large & Mid Cap funds?

Somebody who finds pure mid cap too sharp and pure large cap too slow. A sensible holding period is 7 years or more.

How is this list ordered?

By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.

Should I choose the Direct or Regular plan?

A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.