Top large & mid cap mutual funds
Large & mid cap funds must hold at least 35% each in large and mid caps — a built-in blend of stability and growth.
| # | Fund | ||||
|---|---|---|---|---|---|
| 1 |  Large & Mid Cap · 7+ yrs | ₹19,326 Cr | +5.6% | +21.2% | +18.3% |
| 2 | I Large & Mid Cap · 13+ yrs | ₹12,010 Cr | +6.1% | +21.4% | +15.9% |
| 3 | B Large & Mid Cap · 13+ yrs | ₹17,020 Cr | +1.4% | +16.7% | +15.6% |
| 4 |  Large & Mid Cap · 13+ yrs | ₹3,278 Cr | +8.0% | +14.6% | +14.5% |
| 5 | HSBC Large & Mid Cap · 7+ yrs | ₹4,958 Cr | +7.6% | +16.8% | +13.5% |
| 6 |  Large & Mid Cap · 13+ yrs | ₹29,975 Cr | -3.4% | +13.9% | +13.3% |
| 7 |  Large & Mid Cap · 12+ yrs | ₹28,339 Cr | -2.5% | +11.6% | +12.8% |
| 8 |  Large & Mid Cap · 13+ yrs | ₹5,924 Cr | -0.4% | +13.7% | +12.7% |
| 9 |  Large & Mid Cap · 13+ yrs | ₹30,228 Cr | -1.8% | +12.2% | +12.4% |
| 10 |  Large & Mid Cap · 13+ yrs | ₹38,974 Cr | -1.2% | +11.7% | +12.0% |
1Y/3Y/5Y are CAGR (annualised). Fund size is average AUM across all plans for June 2026.
How this list is built
- Category: Large & Mid Cap (SEBI classification)
- At least 5 years of NAV history
- Fund size (all plans) of ₹500 Cr or more
- Ranked by 5-year CAGR, top 10 shown
- Direct Plan – Growth option only; rules run automatically on the latest AMFI data (last run 6 Oct 2026)
This is a rules-based screen, not a personal recommendation. Past returns do not predict future returns, and a fund that suits one investor may not suit another.
Want a plan, not just a list?
A top-10 list can’t see your goals, tax bracket or what you already own. Sulekha Sen builds a portfolio around you — fee-only — and checks it for hidden overlap.
Book a free 30-min call →Check your portfolio overlap →
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.