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Overview
Large and mid cap mutual funds combine exposure to larger, established companies with investments in mid-sized businesses. This creates a portfolio that seeks opportunities across two distinct market-cap segments.
The mix can provide a middle ground for investors who want more mid-cap exposure than a typical large-cap strategy without relying entirely on mid-cap companies.
Explained
Large and mid cap funds are equity schemes required to maintain meaningful investments in both large-cap and mid-cap stocks according to SEBI's applicable category requirements.
The structure differentiates these funds from pure large-cap and pure mid-cap schemes.
Large-cap companies may provide established business exposure, while mid-cap companies may offer greater growth opportunities but can also bring additional volatility.
Explained
The fund pools investors' money and builds a portfolio across both large and mid-sized companies.
The fund manager decides which eligible stocks to hold within each segment based on the scheme's strategy.
The portfolio can therefore combine businesses with different characteristics. Large companies may have mature operations and established market positions, while mid-sized companies may be at an earlier stage of expansion.
The NAV changes with the market value of these investments.
Suitability
These funds may suit investors who:
They may not suit investors looking for capital certainty or money needed over a short period.
Advantages
Investors get access to both larger businesses and mid-sized companies within one scheme.
Combining two company-size segments can broaden the portfolio opportunity set.
Mid-cap exposure can provide access to companies with room to expand, while large-cap exposure adds participation in established businesses.
The fund manager handles security selection and portfolio monitoring within the required mandate.
Before you invest
Mid-cap companies can experience sharp price movements, particularly during periods of market stress.
Look beyond the category label and examine the actual allocation between large-cap, mid-cap and any permitted residual investments.
A longer horizon can give investors more time to withstand periods when equity markets or mid-cap stocks perform poorly.
Review how the scheme behaved during both rising and falling markets instead of evaluating only its latest returns.
Check the expense ratio and exit load. Costs should be compared with other funds offering a similar strategy.
Taxation
These schemes generally qualify for equity-oriented mutual fund taxation when the required conditions are met.
For qualifying units held for more than 12 months, gains are generally treated as long-term capital gains. LTCG under Section 112A is taxed at 12.5% above the applicable annual exemption threshold.
For qualifying units held for 12 months or less, gains are generally treated as short-term capital gains and taxed at the applicable special rate under Section 111A.
Always check the prevailing tax rules before making redemption decisions.
Step by step
Good to know
It is an equity mutual fund that invests across both large-cap and mid-cap companies according to the category's regulatory requirements.
They can experience greater volatility because of their mandated exposure to mid-cap companies. Actual risk still depends on the scheme's portfolio.
Large and mid cap funds must maintain exposure to both specified segments according to their category rules. Flexi cap funds give managers more freedom to decide allocation across large, mid and small-cap companies.
Investors can generally use SIPs to invest in open-ended large and mid cap schemes, subject to individual scheme terms.
No. Returns depend on the performance of the underlying investments and market conditions.
Recap
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FUND
Motilal Oswal Large and Midcap Fund Direct GrowthEquity Large & Mid-Cap₹40.34
3.64%
12.98%
22.6%
19.27%
Invesco India Large&MidCap Fund Direct Plan GrowthEquity Large & Mid-Cap₹128.6
2.55%9.03%
22.37%
17.5%
HSBC Large and Mid Cap Fund Direct GrowthEquity Large & Mid-Cap₹32.43
2.61%11.6%
17.36%
15.01%
Bandhan Large & Mid Cap Fund Direct Plan GrowthEquity Large & Mid-Cap₹162.37
1.77%2.35%
16.61%
16.18%
Axis Large & Mid Cap Fund Direct GrowthEquity Large & Mid-Cap₹38.88
0.03%7.05%
14.96%
12.62%
UTI Large & Mid Cap Fund-Direct Income Reinvestment Inc Dist cum Cap WdrlEquity Large & Mid-Cap₹95.64
1.32%2.63%
14.24%
14.12%
Quant Large and Mid Cap Fund Growth Option Direct PlanEquity Large & Mid-Cap₹134.78
1.73%11.58%
14.19%
16.17%
Edelweiss Large & Mid Fund Direct Plan Growth OptionEquity Large & Mid-Cap₹105.05
2.28%5.31%
13.86%
13.45%
Sundaram large and Mid Cap - Direct Plan - Growth OptionEquity Large & Mid-Cap₹103.66
2.58%7.41%
13.57%
11.66%
Nippon India Vision Large & Mid Cap Fund - Direct Plan - Growth PlanEquity Large & Mid-Cap₹1566.39
2.01%
-1.92%
13.29%
12.31%
Motilal Oswal Large and Midcap Fund Direct Payout of Income Distribution cum capital wdrlEquity Large & Mid-Cap₹28.51
3.64%6.87%
20.71%
17.71%
Invesco India Large&MidCap Fund Direct Plan Reinvestment of Income Distr cum Capital WtdrwlEquity Large & Mid-Cap₹54.77
2.56%8.32%
21.86%
17.19%
HSBC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Capital Wdrl OptEquity Large & Mid-Cap₹22.58
2.61%7.11%
15.9%
13.31%
Bandhan Large & Mid Cap Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal optionEquity Large & Mid-Cap₹36.12
1.76%1.37%
15.85%
15.6%
Axis Large & Mid Cap Fund Direct Pyt of Inc Dis cum Cap WdrlEquity Large & Mid-Cap₹26.09
0.04%6.47%
14.37%
12.22%
UTI Large & Mid Cap Fund-Growth Option - DirectEquity Large & Mid-Cap₹194.62
1.32%2.63%
14.24%
14.12%
Quant Large and Mid Cap Fund Payout Inc Dist cum Cap Wdrl Direct PlanEquity Large & Mid-Cap₹62.75
1.73%11.55%
14.18%
16.14%
Edelweiss Large & Mid Fund Direct Plan Reinvestment of Income Distribution cum capital Wdrl OptEquity Large & Mid-Cap₹40.75
2.28%2.47%
13.21%
12.6%
Sundaram large and Mid Cap Direct Plan Payout Inc Dist cum Cap Wdrl optionEquity Large & Mid-Cap₹35.76
2.58%6.89%
12.98%
11.2%
Nippon India Vision Large & Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap WdrlEquity Large & Mid-Cap₹68.63
2.01%0.03%
12.96%
12.57%
Showing 1–20 of 89
