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Mutual Fund Trailing Returns - Equity: Large and Mid Cap

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Data as on - 01-08-2025
1 Year 3 Years 5 Years 10 Years
Scheme Name Launch Date AUM (Crore)  TER (%) Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Since Launch Rtn. (%)
Invesco India Large and Mid Cap Gr 09-08-2007 7,886.66 1.78 9.92 1/30 25.26 2/27 24.57 8/26 15.11 4/20 13.64
Motilal Oswal Large and MidCap Reg Gr | Invest Online 01-10-2019 11,352.82 1.71 8.84 2/30 28.06 1/27 28.69 1/26 - - 22.62
PGIM India Large and Mid Cap Reg Gr | Invest Online 12-02-2024 726.79 2.29 3.95 3/30 - - - - - - 14.55
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 1,775.78 2.02 2.99 4/30 - - - - - - 16.82
SBI Large & MidCap Reg Gr | Invest Online 28-02-1993 33,031.14 1.58 2.13 5/30 19.22 10/27 24.69 6/26 14.18 10/20 17.56
Franklin India Large & Mid Cap Fund Gr Plan 05-03-2005 3,684.32 2.01 1.63 6/30 15.96 23/27 22.98 10/26 11.3 19/20 15.46
Sundaram Large and MidCap Gr 10-02-2007 6,892.55 1.8 1.32 7/30 19.8 9/27 23.93 9/26 14.95 5/20 14.89
Axis Large & Mid Cap Fund Reg Gr | Invest Online 10-10-2018 14,920.56 1.68 0.9 8/30 17.85 14/27 22.76 14/26 - - 18.99
CANARA ROBECO LARGE AND MID CAP FUND REG GR | Invest Online 05-03-2005 26,117.61 1.6 0.64 9/30 16.61 18/27 22.04 18/26 14.73 7/20 17.17
Nippon India Vision Gr Gr 05-10-1995 6,197.99 1.93 0.16 10/30 20.89 5/27 24.62 7/26 12.21 17/20 18.12
JM Large & Mid Cap Fund (Reg) Gr 04-07-2025 0 0.0 - - - - - - - - -0.62
Samco Large & Mid Cap Fund Reg Plan Gr 30-06-2025 0 2.38 - - - - - - - - -5.99
Helios Large & Mid Cap Fund Reg Gr 30-10-2024 344.81 2.38 - - - - - - - - 6.28
ITI LARGE & MIDCAP FUND Reg Gr 11-09-2024 901.03 2.16 - - - - - - - - -6.56
ICICI Pru Large & MidCap Gr 09-07-1998 22,856.59 1.65 -0.08 11/30 20.86 6/27 27.18 2/26 15.15 3/20 18.41
Bandhan Large & Mid Cap Reg Gr | Invest Online 09-08-2005 9,735.36 1.73 -0.83 12/30 23.86 3/27 26.35 4/26 14.92 6/20 13.74
Union Large & MidCap Reg Gr | Invest Online 06-12-2019 865.62 2.25 -1.14 13/30 15.44 24/27 20.45 24/26 - - 17.69
Edelweiss Large & MidCap Reg Gr 14-06-2007 4,139.48 1.84 -1.35 14/30 17.45 16/27 22.4 17/26 13.69 12/20 12.49
Bajaj Finserv Large and Mid Cap Reg Gr 27-02-2024 2,120.22 2.0 -1.36 15/30 - - - - - - 13.24
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 4,866.11 1.93 -1.66 16/30 21.32 4/27 25.7 5/26 13.17 14/20 13.58
Kotak Large & Midcap Fund Gr Reg | Invest Online 05-09-2004 28,294.15 1.58 -2.52 17/30 18.97 12/27 22.66 15/26 14.52 9/20 18.29
HDFC Large and Mid Cap Gr | Invest Online 18-02-1994 26,848.85 1.64 -3.06 18/30 20.36 7/27 26.83 3/26 13.63 13/20 11.78
LIC MF Large & MidCap Reg Gr | Invest Online 05-02-2015 3,169.03 1.9 -3.1 19/30 16.45 20/27 21.43 20/26 13.83 11/20 13.72
Tata Large & MidCap Reg Gr 31-03-1993 8,886.88 1.74 -3.18 20/30 16.14 22/27 20.61 23/26 12.84 15/20 12.84
DSP Large & Mid Cap Reg Gr 16-05-2000 15,663.38 1.68 -3.31 21/30 19.84 8/27 22.96 11/26 14.55 8/20 17.64
HSBC Large and Mid Cap Gr 03-03-2019 4,173.58 1.9 -3.53 22/30 19.18 11/27 22.61 16/26 - - 16.44
Baroda BNP Paribas Large and MidCap Reg Gr 04-09-2020 1,650.49 2.1 -3.59 23/30 18.32 13/27 - - - - 21.86
Mirae Asset Large & Midcap Fund Reg Plan Gr | Invest Online 02-07-2010 41,201.87 1.52 -3.71 24/30 15.39 25/27 21.69 19/26 16.52 1/20 19.51
ABSL Large & Mid Cap Fund Reg Gr 24-02-1995 5,938.67 1.89 -4.07 25/30 13.65 26/27 18.32 26/26 11.1 20/20 16.08
Navi Large & MidCap Reg Gr 07-12-2015 327.86 2.26 -4.19 26/30 12.82 27/27 20.03 25/26 - - 13.7
Mahindra Manulife Large & Mid Cap Fund Reg Gr 30-12-2019 2,765.3 1.92 -4.25 27/30 16.52 19/27 22.92 12/26 - - 18.98
Bank of India Large & Mid Cap Equity Eco Gr | Invest Online 21-10-2008 418.3 2.48 -6.85 28/30 16.91 17/27 21.37 21/26 12.38 16/20 14.25
Bank of India Large & Mid Cap Equity Reg Gr | Invest Online 21-10-2008 418.3 2.48 -7.51 29/30 16.17 21/27 20.68 22/26 11.63 18/20 13.61
Quant Large & MidCap Gr 11-12-2006 3,834.61 1.88 -14.37 30/30 17.78 15/27 22.9 13/26 15.61 2/20 13.73
Category Average - - - -1.37 - 18.56 - 23.13 - 13.8 - 13.96
NIFTY LARGE MIDCAP 250 TRI - - - -1.4 - 19.7 - 24.78 - 15.37 - 16.09

Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.

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