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Mutual Fund Trailing Returns - Equity: Large and Mid Cap

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Data as on - 11-09-2026
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. (%)
Motilal Oswal Large And Midcap Reg Gr | Invest Online 01-10-2019 20,159.1 1.87 11.87 1/33 21.16 1/27 17.7 1/27 - - 20.96
HSBC Large And Mid Cap Gr 03-03-2019 5,931.25 2.53 10.39 2/33 16.11 3/27 13.59 7/27 - - 15.98
Quant Large & Midcap Gr 11-12-2006 3,528.22 2.45 10.21 3/33 12.75 10/27 14.46 5/27 14.79 3/21 13.45
Sundaram Large And Midcap Gr 10-02-2007 7,543.73 2.43 9.52 4/33 13.21 8/27 11.45 15/27 13.76 8/21 14.05
Invesco India Large And Mid Cap Gr 09-08-2007 12,387.43 1.88 7.81 5/33 20.96 2/27 16.07 2/27 15.71 1/21 13.38
Bank Of India Large & Mid Cap Fund Eco Plan Gr | Invest Online 21-10-2008 529.09 2.86 7.42 6/33 12.6 11/27 11.54 14/27 12.8 15/21 13.89
Bank Of India Large & Mid Cap Fund Reg Plan Gr | Invest Online 21-10-2008 529.09 2.86 6.66 7/33 11.81 13/27 10.87 18/27 12.06 17/21 13.24
ITI Large & Midcap Fund Reg Gr 11-09-2024 728.59 2.64 6.45 8/33 - - - - - - 0.64
Axis Large & Mid Cap Fund Reg Gr | Invest Online 10-10-2018 17,251.5 1.91 6.05 9/33 13.84 6/27 11.29 16/27 - - 17.17
Helios Large & Mid Cap Fund Reg Gr 30-10-2024 1,473.18 2.65 5.4 10/33 - - - - - - 7.67
ABSL Large & Mid Cap Fund Reg Gr 24-02-1995 5,997.92 1.99 5.16 11/33 9.76 25/27 7.04 27/27 10.26 21/21 15.74
Mahindra Manulife Large & Mid Cap Fund Reg Gr 30-12-2019 2,929.22 2.22 4.59 12/33 10.35 23/27 11.63 13/27 - - 16.66
Union Large & Midcap Reg Gr | Invest Online 06-12-2019 1,017.77 2.55 4.51 13/33 10.88 19/27 10.6 20/27 - - 15.87
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 2,524.36 2.38 4.46 14/33 - - - - - - 12.23
Edelweiss Large & Midcap Reg Gr 14-06-2007 4,942.41 2.02 3.86 15/33 12.24 12/27 11.74 12/27 13.68 10/21 12.08
Bandhan Large & Mid Cap Reg Gr | Invest Online 09-08-2005 21,020.5 2.36 3.51 16/33 15.95 4/27 15.54 3/27 14.44 4/21 13.32
JM Large & Mid Cap Fund (Reg) Gr 04-07-2025 464.13 2.68 3.2 17/33 - - - - - - 5.15
Navi Large & Midcap Reg Gr 07-12-2015 314.87 2.54 3.16 18/33 7.36 26/27 9.04 25/27 11.48 18/21 12.69
Mirae Asset Large & Midcap Fund Reg Plan Gr | Invest Online 02-07-2010 45,811.35 1.77 2.86 19/33 10.38 22/27 9.77 22/27 15.19 2/21 18.46
Baroda BNP Paribas Large And Midcap Reg Gr 04-09-2020 1,876.82 2.38 2.58 20/33 11.59 15/27 11.2 17/27 - - 18.23
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 6,514.49 1.95 1.7 21/33 13.22 7/27 13.2 8/27 13.1 13/21 13.03
Kotak Large & Midcap Fund Gr Reg | Invest Online 05-09-2004 32,325.48 1.6422 1.62 22/33 11.49 16/27 12.1 11/27 13.82 7/21 17.47
ICICI Pru Large & Midcap Gr 09-07-1998 33,591.78 2.1 1.36 23/33 13.94 5/27 15.44 4/27 14.25 5/21 17.85
LIC MF Large & Midcap Reg Gr | Invest Online 05-02-2015 3,198.49 2.88 1.17 24/33 11.8 14/27 10.28 21/27 13.11 12/21 12.48
SBI Large & Midcap Reg Gr | Invest Online 28-02-1993 42,335.63 1.65 0.88 25/33 10.65 21/27 12.51 9/27 13.44 11/21 16.67
HDFC Large & Mid Cap Fund Reg Gr | Invest Online 18-02-1994 30,294.02 1.6 0.8 26/33 11.26 18/27 13.86 6/27 13.83 6/21 11.46
Bajaj Finserv Large And Mid Cap Reg Gr 27-02-2024 2,463.06 2.6 0.06 27/33 - - - - - - 7.96
Abakkus Large & Mid Cap Fund Reg Gr 06-08-2026 437.16 2.44 - - - - - - - - -1.65
The Wealth Company Large & Mid Cap Fund Reg Gr 21-05-2026 111.43 5.12 - - - - - - - - 2.74
TrustMF Large & Midcap Fund Reg Gr 30-07-2026 365.69 5.83 - - - - - - - - 1.1
PGIM India Large And Mid Cap Reg Gr | Invest Online 12-02-2024 830.84 2.5 - - - - - - - - 8.72
Nippon India Vision Large & Midcap FundGr PlanGr 05-10-1995 7,903.5 2.24 -0.07 28/33 13.01 9/27 12.45 10/27 12.08 16/21 17.51
DSP Large & Mid Cap Reg Gr 16-05-2000 18,410.89 1.86 -1.6 29/33 11.43 17/27 10.69 19/27 12.94 14/21 16.85
FranklIn India Large & Mid Cap Fund Gr Plan 05-03-2005 3,622.12 2.23 -2.3 30/33 10.13 24/27 9.47 24/27 10.71 20/21 14.61
Canara Robeco Large And Mid Cap Fund REG Gr | Invest Online 05-03-2005 26,267.73 1.76 -2.4 31/33 10.85 20/27 9.52 23/27 13.74 9/21 16.24
Tata Large & Midcap Reg Gr 31-03-1993 7,679.32 1.83 -5.73 32/33 5.26 27/27 8.21 26/27 11.21 19/21 12.17
Samco Large & Mid Cap Fund Reg Plan Gr 30-06-2025 98.58 3.81 -6.18 33/33 - - - - - - -11.42
Category Average - - - 3.3 - 12.37 - 11.9 - 13.16 - 12.02
NIFTY LARGE MIDCAP 250 TRI - - - 2.18 - 11.89 - 12.35 - 14.48 - 15.36

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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