Large & Mid Cap Funds
34 funds in this category
“Sweet spot in current recovery cycle”
Large & Mid caps combine stability of large caps with growth potential of mid caps. This category tends to outperform in early recovery phases.
Cycle
Recovery Phase
Valuation
Fair
Momentum
Moderate
FII Flow
Turning Positive
Opportunity: Recovery typically benefits mid-cap allocation first
Risk: Mid-cap component adds volatility vs pure large cap
Last updated: 16 Apr 2026
Category Averages
Avg Score
6.3Avg 1Y
3.0%
Avg 3Y
16.7%
Avg 5Y
14.6%
Avg Sharpe
-0.22
Avg Std Dev
14.1%
Top 5 by Score
HSBC Large & Mid Cap Fund - Regular Growth
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option
Axis Large & Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 4.0 | -3.5 | 38.6 | 30.3 | -3.8 | 35.1 | 15.3 | — | — | |
| -1.1 | 7.5 | 28.8 | 36.2 | 6.9 | 34.1 | 12.9 | 3.7 | -5.1 | |
| -4.0 | 0.5 | 27.9 | 29.9 | -1.6 | 42.9 | — | — | — | |
| -1.0 | 4.1 | 25.5 | 31.0 | -8.9 | 44.6 | 24.7 | 16.4 | — | |
| 2.9 | -4.2 | 46.1 | 38.0 | 1.7 | 40.8 | 12.6 | — | — | |
| -1.6 | 7.6 | 17.4 | 30.1 | 2.3 | 34.4 | 18.3 | 9.3 | -14.4 | |
| -1.9 | 6.8 | 16.6 | 29.3 | 1.9 | 33.8 | 17.5 | 8.5 | -15.1 | |
| -4.8 | 6.1 | 19.4 | 37.7 | 8.2 | 43.1 | 11.4 | 6.6 | -3.8 | |
| -3.5 | 4.1 | 24.5 | 29.7 | 1.3 | 37.0 | 17.0 | 11.1 | -3.3 | |
| -1.7 | — | — | — | — | — | — | — | — | |
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Showing top 15 of 34 funds
All Large & Mid Cap Funds
| Fund | Score | 1Y | Sharpe |
|---|---|---|---|
| 7.3 | 11.9% | 0.48 | |
| 7.2 | 7.3% | 0.13 | |
| 6.8 | 1.8% | -0.26 | |
| 6.7 | 5.1% | -0.04 | |
| 6.7 | 5.1% | 0.02 | |
| 6.7 | 7.0% | 0.12 | |
| 6.7 | 6.2% | 0.06 | |
| 6.7 | 1.2% | -0.29 | |
| 6.7 | 3.9% | -0.10 | |
| 6.6 | — | -1.70 | |
| 6.5 | 6.1% | 0.06 | |
| 6.5 | 6.6% | 0.11 | |
| 6.5 | 2.5% | -0.21 | |
| 6.5 | 1.3% | -0.33 | |
| 6.5 | -0.6% | -0.47 | |
| 6.5 | 3.6% | -0.15 | |
| 6.5 | 2.5% | -0.20 | |
| 6.1 | 4.1% | -0.08 | |
| 6.1 | 1.6% | -0.27 | |
| 6.1 | -2.1% | -0.55 | |
| 6.1 | 5.2% | -0.01 | |
| 6.0 | — | -0.39 | |
| 6.0 | 5.5% | 0.00 | |
| 6.0 | 0.1% | -0.40 | |
| 6.0 | -0.0% | -0.40 | |
| 6.0 | 8.4% | 0.22 | |
| 5.9 | -0.3% | -0.45 | |
| 5.9 | -1.4% | -0.42 | |
| 5.9 | 3.1% | -0.15 | |
| 5.9 | 4.7% | -0.07 | |
| 5.9 | -2.5% | -0.57 | |
| 5.9 | 2.8% | -0.18 | |
| 5.5 | 1.4% | -0.26 | |
| 5.3 | -6.2% | -0.84 |