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Best Large Mid Cap Equity Funds in 2025

What are Equity: Large Mid Cap funds?


Funds Included All Fund Returns
(3Y annualised)		 Top 5 fund Returns
(3Y annualised)
33 18.79% 23.42%

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:
Nov-2025Oct-2025Sep-2025Aug-2025Jul-2025Jun-2025
0.07%3.90%1.06%-1.66%-2.40%4.07%

Quarterly trailing returns:
2025Q42025Q32025Q22025Q12024Q42024Q3
3.97%-3.04%11.52%-6.53%-5.26%8.25%

Yearly trailing returns:
202520242023202220212020
5.24%24.33%31.09%2.98%37.94%16.86%

Rolling returns for Equity: Large Mid Cap funds

SIP
10% Step-up SIP
Lump sum
SWP
10% Step-up SWP
Metric Any 1Y SIPAny 2Y SIPAny 3Y SIPAny 5Y SIPAny 7Y SIPAny 10Y SIP
Minimum-25.21%2.67%3.08%8.98%16.52%16.11%
Median14.97%11.73%17.83%17.56%18.39%16.67%
Maximum59.75%20.59%30.68%24.55%19.91%17.34%
Risk17.46%3.66%5.87%3.49%0.75%0.32%
Sharpe Ratio45.66%129.24%184.58%302.97%1522.72%2993.49%
Data as of 14-Dec-2025
Metric Any 1Y SIPAny 2Y 目↑ SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIPAny 7Y 目↑ SIPAny 10Y 目↑ SIP
Minimum-25.21%9.1%15.39%16.67%18.63%17.07%
Median14.97%10.99%16.94%17.74%19.31%17.49%
Maximum59.75%12.6%18.15%18.62%19.8%17.79%
Risk17.46%1.08%0.87%0.62%0.37%0.22%
Sharpe Ratio45.66%368.59%1143.98%1724.4%3369.23%4676.76%
Data as of 14-Dec-2025
Metric Any 1YAny 2YAny 3YAny 5YAny 7YAny 10Y
Minimum-15.71%10.31%5.46%10.01%16.43%15.54%
Median11.11%17.66%18.83%18.4%17.45%15.85%
Maximum55.0%26.3%29.65%26.0%18.43%16.45%
Risk15.29%3.51%5.1%3.68%0.41%0.26%
Sharpe Ratio26.9%303.44%231.83%310.13%2564.02%3416.26%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y SWPAny 3Y SWPAny 5Y SWPAny 7Y SWPAny 10Y SWP
Minimum-17.43%15.33%2.95%11.86%14.48%13.54%
Median9.33%23.1%18.74%19.23%16.02%14.56%
Maximum69.6%37.62%40.58%33.49%18.65%16.1%
Risk20.3%5.6%8.14%5.27%1.03%0.72%
Sharpe Ratio11.46%287.62%144.24%232.33%880.21%1044.04%
Data as of 14-Dec-2025
Metric Any 1Y SWPAny 2Y 目↑ SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWPAny 7Y 目↑ SWPAny 10Y 目↑ SWP
Minimum-17.43%22.09%20.37%23.96%16.28%14.04%
Median9.33%25.38%21.11%24.93%16.69%14.35%
Maximum69.6%28.61%22.08%26.23%17.62%15.21%
Risk20.3%2.48%0.49%0.68%0.38%0.41%
Sharpe Ratio11.46%739.88%2901.5%2626.99%2566.08%1814.55%
Data as of 14-Dec-2025

Fundwise SIP, Lumpsum and SWP returns


Rolling SIP returns (less than 1 year)
Fund Any 1M SIPAny 3M SIPAny 6M SIP
Baroda BNP Paribas Large And Mid Cap Fund2.29%15.25%9.36%
Axis Large Mid Cap Fund-4.18%6.98%8.34%
ICICI Prudential Large Mid Cap Fund6.37%17.54%15.8%
Sundaram Large And Midcap Fund2.09%13.54%12.66%
Samco Large Mid Cap Fund-12.07%-7.81%0%
Invesco India Large Mid Cap Fund-9.8%3.37%6.94%
Bandhan Large Mid Cap Fund7.93%17.2%16.08%
JM Large Mid Cap Fund16.41%19.44%0%
Bank India Large Mid Cap Fund16.71%21.22%15.2%
Mahindra Manulife Large Mid Cap Fund-7.13%9.41%6.08%
Aditya Birla Sun Life Large Mid Cap Fund-9.46%3.27%5.2%
Edelweiss Large Mid Cap Fund13.15%17.54%12.31%
Mirae Asset Large Midcap Fund6.11%19.01%16.26%
Canara Robeco Large And Mid Cap Fund-16.52%-6.02%-0.97%
Quant Large Mid Cap Fund-4.83%9.22%2.96%
HDFC Large And Mid Cap Fund-9.61%9.82%9.35%
Helios Large Mid Cap Fund23.03%24.95%30.68%
LIC MF Large Mid Cap Fund-11.68%2.13%2.16%
Nippon India Vision Large Mid Cap Fund0.4%8.31%8.72%
Union Large Midcap Fund-9.39%2.45%6.92%
Motilal Oswal Large And Midcap Fund-33.67%-7.93%-0.19%
PGIM India Large And Midcap Fund21.72%16.57%15.65%
HSBC Large Mid Cap Fund-8.48%1.97%8.69%
Franklin India Large Mid Cap Fund-0.72%10.73%10.04%
SBI Large Midcap Fund18.58%18.92%14.71%
Navi Large Midcap Fund-0.1%10.48%7.99%
Tata Large Mid Cap Fund-12.59%1.52%0.35%
Kotak Large Midcap Fund1.9%12.45%11.4%
DSP Large Mid Cap Fund14.67%18.62%12.67%
Bajaj Finserv Large And Mid Cap Fund28.93%15.02%11.56%
UTI Large Mid Cap Fund21.67%21.35%14.62%
ITI Large Midcap Fund8.65%1.85%14.08%
Whiteoak Capital Large Mid Cap Fund27.01%24.37%22.14%
Data as of 14-Dec-2025

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Baroda BNP Paribas Large And Mid Cap Fund14.48%21.97%18.27%
Axis Large Mid Cap Fund18.5%19.36%21.19%
ICICI Prudential Large Mid Cap Fund18.84%21.0%20.82%
Sundaram Large And Midcap Fund16.52%16.05%16.32%
Samco Large Mid Cap Fund0%0%0%
Invesco India Large Mid Cap Fund17.4%16.19%14.56%
Bandhan Large Mid Cap Fund15.94%17.73%15.31%
JM Large Mid Cap Fund0%0%0%
Bank India Large Mid Cap Fund15.09%15.82%16.69%
Mahindra Manulife Large Mid Cap Fund24.42%19.79%16.62%
Aditya Birla Sun Life Large Mid Cap Fund10.74%14.23%13.03%
Edelweiss Large Mid Cap Fund13.39%17.82%18.22%
Mirae Asset Large Midcap Fund16.55%17.59%20.05%
Canara Robeco Large And Mid Cap Fund9.68%16.36%15.79%
Quant Large Mid Cap Fund13.97%19.61%21.43%
HDFC Large And Mid Cap Fund11.13%19.06%19.43%
Helios Large Mid Cap Fund22.56%0%0%
LIC MF Large Mid Cap Fund14.96%15.32%16.19%
Nippon India Vision Large Mid Cap Fund12.39%18.65%18.66%
Union Large Midcap Fund13.54%16.68%16.45%
Motilal Oswal Large And Midcap Fund30.42%22.63%23.91%
PGIM India Large And Midcap Fund12.37%0%0%
HSBC Large Mid Cap Fund15.23%19.5%18.83%
Franklin India Large Mid Cap Fund13.83%16.7%16.15%
SBI Large Midcap Fund16.21%17.51%18.39%
Navi Large Midcap Fund13.52%13.08%14.53%
Tata Large Mid Cap Fund7.74%15.29%14.53%
Kotak Large Midcap Fund16.78%19.19%18.67%
DSP Large Mid Cap Fund16.02%17.74%15.32%
Bajaj Finserv Large And Mid Cap Fund6.82%0%0%
UTI Large Mid Cap Fund15.18%18.76%17.25%
ITI Large Midcap Fund9.09%0%0%
Whiteoak Capital Large Mid Cap Fund10.79%0%0%
Data as of 14-Dec-2025
SIP Calculator


Rolling Lumpsum returns
Fund Any 1YAny 3YAny 5Y
Baroda BNP Paribas Large And Mid Cap Fund18.39%22.78%22.76%
Axis Large Mid Cap Fund18.93%21.54%23.14%
ICICI Prudential Large Mid Cap Fund12.96%19.44%16.58%
Sundaram Large And Midcap Fund14.35%16.74%19.64%
Samco Large Mid Cap Fund0%0%0%
Invesco India Large Mid Cap Fund15.52%15.97%14.4%
Bandhan Large Mid Cap Fund12.93%15.7%13.48%
JM Large Mid Cap Fund0%0%0%
Bank India Large Mid Cap Fund3.05%17.17%19.16%
Mahindra Manulife Large Mid Cap Fund22.23%30.01%21.81%
Aditya Birla Sun Life Large Mid Cap Fund7.4%14.42%14.73%
Edelweiss Large Mid Cap Fund4.6%19.07%21.29%
Mirae Asset Large Midcap Fund14.18%18.49%20.35%
Canara Robeco Large And Mid Cap Fund4.66%17.21%18.99%
Quant Large Mid Cap Fund14.8%17.05%21.46%
HDFC Large And Mid Cap Fund7.77%19.33%15.03%
Helios Large Mid Cap Fund11.98%0%0%
LIC MF Large Mid Cap Fund12.35%15.63%13.72%
Nippon India Vision Large Mid Cap Fund6.85%19.53%16.73%
Union Large Midcap Fund9.85%20.12%19.12%
Motilal Oswal Large And Midcap Fund20.77%28.92%26.36%
PGIM India Large And Midcap Fund9.22%0%0%
HSBC Large Mid Cap Fund9.71%20.72%23.03%
Franklin India Large Mid Cap Fund8.34%16.79%14.37%
SBI Large Midcap Fund11.24%18.46%17.91%
Navi Large Midcap Fund12.24%13.96%19.29%
Tata Large Mid Cap Fund5.83%14.21%17.9%
Kotak Large Midcap Fund14.59%19.55%17.68%
DSP Large Mid Cap Fund14.46%16.89%14.16%
Bajaj Finserv Large And Mid Cap Fund6.09%0%0%
UTI Large Mid Cap Fund9.66%19.92%15.27%
ITI Large Midcap Fund-0.39%0%0%
Whiteoak Capital Large Mid Cap Fund9.97%0%0%
Data as of 14-Dec-2025

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Baroda BNP Paribas Large And Mid Cap Fund24.09%21.14%29.02%
Axis Large Mid Cap Fund19.34%21.04%24.2%
ICICI Prudential Large Mid Cap Fund10.83%17.28%15.52%
Sundaram Large And Midcap Fund14.17%18.09%24.43%
Samco Large Mid Cap Fund0%0%0%
Invesco India Large Mid Cap Fund13.34%15.09%14.01%
Bandhan Large Mid Cap Fund13.05%13.42%12.35%
JM Large Mid Cap Fund0%0%0%
Bank India Large Mid Cap Fund-7.22%18.86%22.82%
Mahindra Manulife Large Mid Cap Fund23.01%40.61%29.47%
Aditya Birla Sun Life Large Mid Cap Fund4.02%15.45%18.06%
Edelweiss Large Mid Cap Fund-6.21%20.43%25.74%
Mirae Asset Large Midcap Fund14.1%18.4%19.57%
Canara Robeco Large And Mid Cap Fund6.07%17.55%19.64%
Quant Large Mid Cap Fund12.31%18.65%12.91%
HDFC Large And Mid Cap Fund9.53%11.94%8.41%
Helios Large Mid Cap Fund1.81%0%0%
LIC MF Large Mid Cap Fund10.08%14.31%11.57%
Nippon India Vision Large Mid Cap Fund5.57%17.58%13.84%
Union Large Midcap Fund14.5%18.05%22.88%
Motilal Oswal Large And Midcap Fund22.27%37.84%29.97%
PGIM India Large And Midcap Fund6.03%0%0%
HSBC Large Mid Cap Fund13.82%20.63%23.38%
Franklin India Large Mid Cap Fund11.13%12.46%14.26%
SBI Large Midcap Fund7.81%17.41%15.6%
Navi Large Midcap Fund13.55%15.24%26.14%
Tata Large Mid Cap Fund0.5%15.62%22.89%
Kotak Large Midcap Fund14.14%17.64%18.09%
DSP Large Mid Cap Fund12.81%15.17%13.28%
Bajaj Finserv Large And Mid Cap Fund1.16%0%0%
UTI Large Mid Cap Fund3.83%17.36%12.01%
ITI Large Midcap Fund-8.67%0%0%
Whiteoak Capital Large Mid Cap Fund8.39%0%0%
Data as of 14-Dec-2025

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIP
Baroda BNP Paribas Large And Mid Cap Fund14.48%16.14%17.58%
Axis Large Mid Cap Fund18.5%17.34%17.13%
ICICI Prudential Large Mid Cap Fund18.84%20.28%21.47%
Sundaram Large And Midcap Fund16.52%15.83%16.22%
Samco Large Mid Cap Fund0%0%0%
Invesco India Large Mid Cap Fund17.4%24.27%22.6%
Bandhan Large Mid Cap Fund15.94%22.13%22.55%
JM Large Mid Cap Fund0%0%0%
Bank India Large Mid Cap Fund15.09%15.48%16.44%
Mahindra Manulife Large Mid Cap Fund24.42%14.25%16.37%
Aditya Birla Sun Life Large Mid Cap Fund10.74%12.97%12.39%
Edelweiss Large Mid Cap Fund13.39%17.56%18.11%
Mirae Asset Large Midcap Fund16.55%16.75%16.45%
Canara Robeco Large And Mid Cap Fund9.68%15.12%15.64%
Quant Large Mid Cap Fund13.97%11.93%16.38%
HDFC Large And Mid Cap Fund11.13%16.96%19.21%
Helios Large Mid Cap Fund22.56%0%0%
LIC MF Large Mid Cap Fund14.96%15.78%16.15%
Nippon India Vision Large Mid Cap Fund12.39%18.57%18.97%
Union Large Midcap Fund13.54%14.89%15.62%
Motilal Oswal Large And Midcap Fund30.42%22.98%23.79%
PGIM India Large And Midcap Fund12.37%0%0%
HSBC Large Mid Cap Fund15.23%17.7%18.08%
Franklin India Large Mid Cap Fund13.83%16.85%16.11%
SBI Large Midcap Fund16.21%17.21%18.11%
Navi Large Midcap Fund13.52%12.9%14.36%
Tata Large Mid Cap Fund7.74%11.08%13.96%
Kotak Large Midcap Fund16.78%17.39%18.44%
DSP Large Mid Cap Fund16.02%18.46%18.76%
Bajaj Finserv Large And Mid Cap Fund6.82%0%0%
UTI Large Mid Cap Fund15.18%19.72%20.29%
ITI Large Midcap Fund9.09%0%0%
Whiteoak Capital Large Mid Cap Fund10.79%0%0%
Data as of 14-Dec-2025

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWP
Baroda BNP Paribas Large And Mid Cap Fund24.09%21.86%25.71%
Axis Large Mid Cap Fund19.34%23.34%23.93%
ICICI Prudential Large Mid Cap Fund10.83%23.22%30.25%
Sundaram Large And Midcap Fund14.17%18.26%23.82%
Samco Large Mid Cap Fund0%0%0%
Invesco India Large Mid Cap Fund13.34%25.5%23.4%
Bandhan Large Mid Cap Fund13.05%26.62%26.65%
JM Large Mid Cap Fund0%0%0%
Bank India Large Mid Cap Fund-7.22%19.0%22.44%
Mahindra Manulife Large Mid Cap Fund23.01%20.22%28.64%
Aditya Birla Sun Life Large Mid Cap Fund4.02%16.29%17.86%
Edelweiss Large Mid Cap Fund-6.21%20.58%25.23%
Mirae Asset Large Midcap Fund14.1%18.59%23.54%
Canara Robeco Large And Mid Cap Fund6.07%18.33%22.41%
Quant Large Mid Cap Fund12.31%20.77%29.85%
HDFC Large And Mid Cap Fund9.53%23.37%29.16%
Helios Large Mid Cap Fund1.81%0%0%
LIC MF Large Mid Cap Fund10.08%19.37%22.2%
Nippon India Vision Large Mid Cap Fund5.57%23.54%24.72%
Union Large Midcap Fund14.5%18.1%22.34%
Motilal Oswal Large And Midcap Fund22.27%30.16%29.57%
PGIM India Large And Midcap Fund6.03%0%0%
HSBC Large Mid Cap Fund13.82%23.97%23.58%
Franklin India Large Mid Cap Fund11.13%18.35%22.3%
SBI Large Midcap Fund7.81%18.25%26.56%
Navi Large Midcap Fund13.55%15.34%25.32%
Tata Large Mid Cap Fund0.5%15.76%22.38%
Kotak Large Midcap Fund14.14%22.14%24.05%
DSP Large Mid Cap Fund12.81%23.05%24.08%
Bajaj Finserv Large And Mid Cap Fund1.16%0%0%
UTI Large Mid Cap Fund3.83%24.77%28.3%
ITI Large Midcap Fund-8.67%0%0%
Whiteoak Capital Large Mid Cap Fund8.39%0%0%
Data as of 14-Dec-2025

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

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.

Explore All Funds Belonging to this Type

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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.

Note: NAVs and returns updated on 14-Dec-2025.

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