This fund category is an example of Equity Scheme funds.
These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.
Trailing returns for Equity: Large Mid Cap funds
These are average returns over the indicated period.
Monthly trailing returns:
Returns
Oct-2025
Sep-2025
Aug-2025
Jul-2025
Value
3.9%
1.06%
-1.66%
-2.4%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
-3.04%
11.52%
-6.53%
-5.26%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
24.33%
31.09%
2.98%
37.94%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Canara Robeco Large And Mid Cap Fund
18.95%
20.61%
18.42%
Bandhan Large Mid Cap Fund
17.2%
19.58%
17.06%
Franklin India Large Mid Cap Fund
14.19%
15.86%
15.31%
Nippon India Vision Large Mid Cap Bonus Fund
14.23%
16.79%
14.77%
Nippon India Vision Large Mid Cap Fund
14.16%
16.79%
14.77%
Mirae Asset Large Midcap Fund
18.43%
17.97%
20.47%
Tata Large Mid Cap Fund
17.77%
16.39%
16.79%
DSP Large Mid Cap Fund
16.99%
19.05%
17.11%
Bank Of India Large Mid Cap Fund
15.25%
15.54%
15.82%
Aditya Birla Sun Life Large Mid Cap Fund
16.41%
15.43%
13.87%
Sundaram Large And Midcap Fund
17.16%
17.29%
17.02%
SBI Large Midcap Fund
17.64%
18.28%
18.64%
Kotak Large Midcap Fund
18.17%
19.07%
18.19%
Invesco India Large Mid Cap Fund
19.66%
17.63%
16.57%
ICICI Prudential Large Mid Cap Fund
16.9%
18.99%
18.3%
UTI Large Mid Cap Fund
13.91%
16.51%
16.17%
Quant Large Mid Cap Fund
16.97%
20.77%
21.77%
HDFC Large And Mid Cap Fund
12.23%
19.74%
19.36%
LIC MF Large Mid Cap Fund
16.41%
17.84%
17.65%
Navi Large Midcap Fund
14.61%
17.53%
18.57%
Edelweiss Large Mid Cap Fund
14.44%
20.82%
20.18%
Axis Large Mid Cap Fund
22.42%
20.23%
22.73%
HSBC Large Mid Cap Fund
21.37%
20.1%
22.23%
Motilal Oswal Large And Midcap Fund
33.58%
27.29%
27.37%
Union Large Midcap Fund
21.57%
18.23%
17.65%
Mahindra Manulife Large Mid Cap Fund
23.81%
21.06%
19.47%
Baroda BNP Paribas Large And Mid Cap Fund
16.0%
22.53%
18.37%
Whiteoak Capital Large Mid Cap Fund
10.25%
0%
0%
PGIM India Large And Midcap Fund
12.03%
0%
0%
Bajaj Finserv Large And Mid Cap Fund
6.56%
0%
0%
ITI Large Midcap Fund
9.7%
0%
0%
Helios Large Mid Cap Fund
23.32%
0%
0%
Samco Large Mid Cap Fund
0%
0%
0%
JM Large Mid Cap Fund
0%
0%
0%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Canara Robeco Large And Mid Cap Fund
16.36%
18.09%
17.9%
Bandhan Large Mid Cap Fund
15.47%
15.47%
13.73%
Franklin India Large Mid Cap Fund
11.67%
12.0%
10.34%
Nippon India Vision Large Mid Cap Bonus Fund
13.51%
12.88%
10.6%
Nippon India Vision Large Mid Cap Fund
13.47%
12.84%
10.58%
Mirae Asset Large Midcap Fund
14.81%
18.09%
18.63%
Tata Large Mid Cap Fund
14.35%
15.01%
14.49%
DSP Large Mid Cap Fund
15.5%
15.86%
15.17%
Bank Of India Large Mid Cap Fund
12.71%
14.06%
12.42%
Aditya Birla Sun Life Large Mid Cap Fund
13.97%
14.34%
13.43%
Sundaram Large And Midcap Fund
16.86%
15.09%
14.34%
SBI Large Midcap Fund
15.35%
15.4%
14.14%
Kotak Large Midcap Fund
15.37%
16.78%
16.15%
Invesco India Large Mid Cap Fund
16.16%
15.53%
15.11%
ICICI Prudential Large Mid Cap Fund
15.22%
15.41%
12.79%
UTI Large Mid Cap Fund
12.97%
13.97%
11.1%
Quant Large Mid Cap Fund
14.38%
18.6%
13.53%
HDFC Large And Mid Cap Fund
10.79%
11.35%
8.82%
LIC MF Large Mid Cap Fund
12.91%
14.93%
14.92%
Navi Large Midcap Fund
16.13%
14.02%
14.4%
Edelweiss Large Mid Cap Fund
14.37%
15.87%
16.27%
Axis Large Mid Cap Fund
17.24%
21.45%
22.72%
HSBC Large Mid Cap Fund
18.8%
18.06%
20.08%
Motilal Oswal Large And Midcap Fund
32.51%
24.85%
35.63%
Union Large Midcap Fund
23.49%
19.25%
27.95%
Mahindra Manulife Large Mid Cap Fund
23.27%
22.29%
34.63%
Baroda BNP Paribas Large And Mid Cap Fund
23.47%
21.26%
30.69%
Whiteoak Capital Large Mid Cap Fund
13.5%
0%
0%
PGIM India Large And Midcap Fund
7.79%
0%
0%
Bajaj Finserv Large And Mid Cap Fund
2.87%
0%
0%
ITI Large Midcap Fund
-7.87%
0%
0%
Helios Large Mid Cap Fund
6.55%
0%
0%
Samco Large Mid Cap Fund
0%
0%
0%
JM Large Mid Cap Fund
0%
0%
0%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Canara Robeco Large And Mid Cap Fund
18.95%
20.46%
18.51%
Bandhan Large Mid Cap Fund
17.2%
19.73%
17.24%
Franklin India Large Mid Cap Fund
14.19%
15.67%
15.35%
Nippon India Vision Large Mid Cap Bonus Fund
14.23%
16.59%
15.07%
Nippon India Vision Large Mid Cap Fund
14.16%
16.59%
15.05%
Mirae Asset Large Midcap Fund
18.43%
17.82%
20.56%
Tata Large Mid Cap Fund
17.77%
16.29%
16.79%
DSP Large Mid Cap Fund
16.99%
18.9%
17.32%
Bank Of India Large Mid Cap Fund
15.25%
15.46%
15.93%
Aditya Birla Sun Life Large Mid Cap Fund
16.41%
15.49%
13.83%
Sundaram Large And Midcap Fund
17.16%
17.2%
17.14%
SBI Large Midcap Fund
17.64%
18.17%
18.58%
Kotak Large Midcap Fund
18.17%
18.98%
18.35%
Invesco India Large Mid Cap Fund
19.66%
17.69%
16.73%
ICICI Prudential Large Mid Cap Fund
16.9%
19.23%
18.72%
UTI Large Mid Cap Fund
13.91%
16.47%
16.51%
Quant Large Mid Cap Fund
16.97%
20.79%
21.9%
HDFC Large And Mid Cap Fund
12.23%
19.5%
19.88%
LIC MF Large Mid Cap Fund
16.41%
17.66%
17.67%
Navi Large Midcap Fund
14.61%
17.38%
18.8%
Edelweiss Large Mid Cap Fund
14.44%
20.71%
20.2%
Axis Large Mid Cap Fund
22.42%
20.14%
22.71%
HSBC Large Mid Cap Fund
21.37%
19.95%
22.02%
Motilal Oswal Large And Midcap Fund
33.58%
27.22%
27.3%
Union Large Midcap Fund
21.57%
18.15%
17.39%
Mahindra Manulife Large Mid Cap Fund
23.81%
21.01%
18.99%
Baroda BNP Paribas Large And Mid Cap Fund
16.0%
22.44%
18.18%
Whiteoak Capital Large Mid Cap Fund
10.25%
0%
0%
PGIM India Large And Midcap Fund
12.03%
0%
0%
Bajaj Finserv Large And Mid Cap Fund
6.56%
0%
0%
ITI Large Midcap Fund
9.7%
0%
0%
Helios Large Mid Cap Fund
23.32%
0%
0%
Samco Large Mid Cap Fund
0%
0%
0%
JM Large Mid Cap Fund
0%
0%
0%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Canara Robeco Large And Mid Cap Fund
16.36%
18.14%
17.93%
Bandhan Large Mid Cap Fund
15.47%
15.67%
13.66%
Franklin India Large Mid Cap Fund
11.67%
12.34%
10.55%
Nippon India Vision Large Mid Cap Bonus Fund
13.51%
13.12%
10.46%
Nippon India Vision Large Mid Cap Fund
13.47%
13.12%
10.45%
Mirae Asset Large Midcap Fund
14.81%
18.27%
18.68%
Tata Large Mid Cap Fund
14.35%
15.17%
14.44%
DSP Large Mid Cap Fund
15.5%
16.03%
15.15%
Bank Of India Large Mid Cap Fund
12.71%
14.35%
11.99%
Aditya Birla Sun Life Large Mid Cap Fund
13.97%
14.56%
13.43%
Sundaram Large And Midcap Fund
16.86%
15.27%
14.43%
SBI Large Midcap Fund
15.35%
15.63%
14.36%
Kotak Large Midcap Fund
15.37%
16.99%
16.2%
Invesco India Large Mid Cap Fund
16.16%
15.5%
15.15%
ICICI Prudential Large Mid Cap Fund
15.22%
15.76%
12.56%
UTI Large Mid Cap Fund
12.97%
13.95%
11.29%
Quant Large Mid Cap Fund
14.38%
18.92%
13.2%
HDFC Large And Mid Cap Fund
10.79%
11.69%
9.18%
LIC MF Large Mid Cap Fund
12.91%
15.22%
15.1%
Navi Large Midcap Fund
16.13%
14.42%
14.31%
Edelweiss Large Mid Cap Fund
14.37%
16.01%
16.65%
Axis Large Mid Cap Fund
17.24%
21.8%
22.9%
HSBC Large Mid Cap Fund
18.8%
18.08%
20.37%
Motilal Oswal Large And Midcap Fund
32.51%
24.69%
34.85%
Union Large Midcap Fund
23.49%
19.31%
27.16%
Mahindra Manulife Large Mid Cap Fund
23.27%
22.28%
33.53%
Baroda BNP Paribas Large And Mid Cap Fund
23.47%
21.03%
29.89%
Whiteoak Capital Large Mid Cap Fund
13.5%
0%
0%
PGIM India Large And Midcap Fund
7.79%
0%
0%
Bajaj Finserv Large And Mid Cap Fund
2.87%
0%
0%
ITI Large Midcap Fund
-7.87%
0%
0%
Helios Large Mid Cap Fund
6.55%
0%
0%
Samco Large Mid Cap Fund
0%
0%
0%
JM Large Mid Cap Fund
0%
0%
0%
Note:N.A. in returns indicate that the fund does not have sufficient history.
How are Equity: Large Mid Cap funds taxed on selling?
Equity Funds Tax for FY2025-26
STCG Rate
LTCG Eligibility
LTCG Rate
Bought Anytime
20%
After 1Y
12.5% (above 1.25L) w 31Jan18 exemption
Note:
Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
Switches, SWP and selling any lump sum amount are taxable as per the table above.
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
