35 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY LARGEMIDCAP 250 TRI (total-return index where available).
| HSBC Large & Mid Cap Fund | +7.29% |
| Invesco India Large & Mid Cap Fund | +5.93% |
| Motilal Oswal Large and Midcap Fund | +5.56% |
| Sundaram Large and Midcap Fund | +4.60% |
| Axis Large & Mid Cap Fund | +3.59% |
| Invesco India Large & Mid Cap Fund | +21.14% |
| Motilal Oswal Large and Midcap Fund | +20.48% |
| Bandhan Large & Mid Cap Fund | +16.26% |
| HSBC Large & Mid Cap Fund | +16.20% |
| Axis Large & Mid Cap Fund | +13.98% |
| Motilal Oswal Large and Midcap Fund | +18.20% |
| Invesco India Large & Mid Cap Fund | +16.29% |
| Bandhan Large & Mid Cap Fund | +15.92% |
| ICICI Prudential Large & Mid Cap Fund | +13.81% |
| HSBC Large & Mid Cap Fund | +13.72% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Large & Mid Cap Fund HSBC Mutual Fund |
31.69 | -2.89% | 14.96% | 7.29% | 16.20% | 13.72% | 0.57 | 15.3% | 1.38% | 806 | 1/35 |
| Invesco India Large & Mid Cap Fund Invesco Mutual Fund |
125.66 | -3.87% | 18.80% | 5.93% | 21.14% | 16.29% | 0.90 | 17.4% | 0.79% | 2,318 | 2/35 |
| Motilal Oswal Large and Midcap Fund Motilal Oswal Mutual Fund |
39.47 | -0.64% | 18.01% | 5.56% | 20.48% | 18.20% | 0.75 | 18.7% | 0.91% | — | 3/35 |
| Sundaram Large and Midcap Fund Sundaram Mutual Fund |
100.26 | -1.43% | 13.66% | 4.60% | 12.92% | 11.39% | 0.45 | 16.3% | 1.35% | 1,146 | 4/35 |
| Axis Large & Mid Cap Fund Axis Mutual Fund |
37.21 | -2.41% | 11.41% | 3.59% | 13.98% | 11.40% | 0.59 | 13.9% | 0.83% | 3,288 | 5/35 |
| BANK OF INDIA LARGE & MID CAP FUND Bank of India Mutual Fund |
102.92 | -3.96% | 6.27% | 3.53% | 11.90% | 11.11% | 0.37 | 13.3% | 1.43% | 47 | 6/35 |
| Union Large & Midcap Fund Union Mutual Fund |
28.38 | -1.18% | 12.22% | 3.24% | 11.90% | 10.94% | 0.38 | 15.3% | 1.31% | 89 | 7/35 |
| ITI Large & Mid Cap Fund ITI Mutual Fund |
9.96 | -1.19% | 15.59% | 2.87% | — | — | — | 16.6% | 1.07% | 48 | 8/35 |
| Helios Large & Mid Cap Fund Helios Mutual Fund |
11.13 | -4.22% | 11.86% | 2.30% | — | — | — | 16.2% | 1.04% | 132 | 9/35 |
| Aditya Birla Sun Life Large & Mid Cap Fund Aditya Birla Sun Life Mutual Fund |
1015.74 | -2.25% | 9.79% | 2.06% | 10.02% | 6.84% | 0.26 | 15.5% | 1.28% | 725 | 10/35 |
| Mahindra Manulife Large & Mid Cap Fund Mahindra Manulife Mutual Fund |
29.76 | -1.58% | 9.55% | 2.06% | 10.51% | 11.54% | 0.27 | 14.6% | 0.83% | 94 | 11/35 |
| JM Large & Mid Cap Fund JM Financial Mutual Fund |
10.32 | -2.11% | 11.75% | 1.91% | — | — | — | 15.1% | 1.05% | 19 | 12/35 |
| Bandhan Large & Mid Cap Fund Bandhan Mutual Fund |
159.19 | -3.15% | 8.17% | 1.56% | 16.26% | 15.92% | 0.71 | 13.7% | 1.16% | 3,944 | 13/35 |
| WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund |
13.60 | -3.70% | 8.10% | 1.33% | — | — | — | 13.5% | 0.87% | 110 | 14/35 |
| Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund |
101.95 | -3.98% | 6.80% | 1.12% | 12.74% | 12.01% | 0.44 | 14.8% | 0.69% | 376 | 15/35 |
| Navi Large & Midcap Fund Navi Mutual Fund |
42.15 | -4.42% | 9.98% | 0.71% | 8.59% | 9.67% | 0.17 | 15.8% | 0.67% | 59 | 16/35 |
| Baroda BNP Paribas Large and Mid Cap fund Baroda BNP Paribas Mutual Fund |
28.52 | -2.94% | 8.10% | 0.46% | 12.40% | 11.49% | 0.42 | 14.8% | 1.12% | 94 | 17/35 |
| UTI Large & Mid Cap Fund UTI Mutual Fund |
189.23 | -4.66% | 4.31% | -0.20% | 13.27% | 12.92% | 0.52 | 13.6% | 1.13% | 568 | 18/35 |
| Bajaj Finserv Large & Mid Cap Fund Bajaj Finserv Mutual Fund |
12.15 | -4.07% | 6.51% | -0.56% | — | — | — | 14.5% | 1.16% | 97 | 19/35 |
| SBI LARGE & MIDCAP FUND SBI Mutual Fund |
668.67 | -5.74% | 4.35% | -0.70% | 11.28% | 12.37% | 0.40 | 13.2% | 0.84% | — | 20/35 |
| Mirae Asset Large & Midcap Fund Mirae Asset Mutual Fund |
167.65 | -5.00% | 6.72% | -1.00% | 10.27% | 9.68% | 0.29 | 14.4% | 0.84% | 16,496 | 21/35 |
| PGIM India Large and Midcap Fund PGIM India Mutual Fund |
12.59 | -2.33% | 9.86% | -1.25% | — | — | — | 14.3% | 0.87% | 49 | 22/35 |
| Kotak Large & Mid Cap Fund Kotak Mahindra Mutual Fund |
385.69 | -4.80% | 4.86% | -1.51% | 11.69% | 12.62% | 0.37 | 15.2% | 0.67% | 7,568 | 23/35 |
| HDFC Large & Mid Cap Fund HDFC Mutual Fund |
348.12 | -3.98% | 7.97% | -2.52% | 11.23% | 13.11% | 0.34 | 15.0% | 0.91% | 5,320 | 24/35 |
| LIC MF Large & Mid Cap Fund LIC Mutual Fund |
42.86 | -5.22% | 6.50% | -2.98% | 11.86% | 10.28% | 0.37 | 15.5% | 1.55% | 569 | 25/35 |
| Nippon India Vision Large & Mid Cap Fund Nippon India Mutual Fund |
1525.01 | -5.01% | 5.50% | -3.18% | 12.78% | 11.80% | 0.45 | 14.6% | 1.49% | 688 | 26/35 |
| ICICI Prudential Large & Mid Cap Fund ICICI Prudential Mutual Fund |
1095.15 | -4.20% | 3.83% | -3.18% | 13.35% | 13.81% | 0.55 | 14.4% | 1.27% | 8,962 | 27/35 |
| DSP Large & Mid Cap Fund DSP Mutual Fund |
656.85 | -6.13% | 3.05% | -4.19% | 11.69% | 10.90% | 0.39 | 13.9% | 0.79% | 3,369 | 28/35 |
| Canara Robeco Large and Mid Cap Fund Canara Robeco Mutual Fund |
280.21 | -3.44% | 8.21% | -4.22% | 11.03% | 9.54% | 0.33 | 14.9% | 0.77% | 5,524 | 29/35 |
| Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund |
197.99 | -4.48% | 4.91% | -4.81% | 9.84% | 8.73% | 0.27 | 14.1% | 1.66% | 265 | 30/35 |
| Samco Large & Mid Cap Fund Samco Mutual Fund |
8.76 | -3.84% | 1.15% | -5.91% | — | — | — | 12.7% | 2.22% | — | 31/35 |
| Tata Large & Mid Cap Fund Tata Mutual Fund |
541.59 | -5.57% | 6.38% | -7.62% | 5.65% | 8.61% | -0.03 | 15.2% | 0.77% | 895 | 32/35 |
| Abakkus Large & Mid Cap Fund Abakkus Mutual Fund |
9.38 | — | — | — | — | — | — | — | 3.21% | — | — |
| TRUSTMF LARGE & MIDCAP FUND Trust Mutual Fund |
9.63 | — | — | — | — | — | — | — | 2.68% | — | — |
| The Wealth Company Large & Mid Cap Fund The Wealth Company Mutual Fund |
9.79 | -3.62% | — | — | — | — | — | — | 2.39% | 0 | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
