These mutual funds select stocks for investment from the largest 250 stocks listed in the Indian markets (highest market capitalization). As per SEBI’s definition, Large and Mid Cap Fund Category has to invest minimum 35% in large cap and mid cap stocks each, while the rest can be invested either way.

Due to their exposure in both large and midcap funds, these funds are positioned on a higher risk return tradeoff plane compared to a pure large cap fund. Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow.

Invest in Best Equity Large And Midcap Funds

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These mutual funds select stocks for investment from the largest 250 stocks listed in the Indian markets (highest market capitalization). As per SEBI’s definition, Large and Mid Cap Fund Category has to invest minimum 35% in large cap and mid cap stocks each, while the rest can be invested either way.

Due to their exposure in both large and midcap funds, these funds are positioned on a higher risk return tradeoff plane compared to a pure large cap fund. Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow.

Reliance Vision Fund


Equity-Large-And-Midcap

Returns 3Y

10.06%

Returns 5Y

13.89%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Tata Large & Mid Cap Fund -Direct Plan


Equity-Large-And-Midcap

Returns 2Y

9.59%

Returns 3Y

14.11%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment

Invest
SIP

Invesco India Growth Opportunities Fund


Equity-Large-And-Midcap

Returns 2Y

10.35%

Returns 3Y

15.14%

Min Order

₹5,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

SBI LARGE & MIDCAP FUND - GROWTH


Equity-Large-And-Midcap

Returns 3Y

15.47%

Returns 5Y

17.66%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 12 months from the date of allotment - 1.00%; For exit after 12 months from the date of allotment - Nil

Invest
SIP

LIC MF Large & Mid Cap Fund


Equity-Large-And-Midcap

Returns 1Y

3.31%

Returns 2Y

10.87%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load Nil Exit Load-1% if redeemed or switched out on or before completion of 1 year from the date of allotments of units.No Exit Load is payable if units are redeemed/ switched-out after 1 year from the date of allotment.

Invest
SIP

DSP Equity Opportunities Fund


Equity-Large-And-Midcap

Returns 3Y

17.21%

Returns 5Y

18.69%

Min Order

₹500

Min SIP

₹500

Exit load : Holding Period: < 12 months: 1% >= 12 months: Nil

Invest
SIP

HDFC Growth Opportunities Fund


Equity-Large-And-Midcap

Returns 2Y

-1.34%

Returns 3Y

2.61%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

UTI - Core Equity Fund


Equity-Large-And-Midcap

Returns 2Y

7.08%

Returns 3Y

12.23%

Min Order

₹5,000

Min SIP

₹500

Exit load : Exit load upto 3% of NAV

Invest
SIP

Invesco India Growth Opportunities Fund


Equity-Large-And-Midcap

Returns 2Y

15.42%

Returns 3Y

18.71%

Min Order

₹5,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

Aditya Birla Sun Life Equity Advantage Fund


Equity-Large-And-Midcap

Returns 3Y

14.88%

Returns 5Y

18.45%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : within 365 days from the date of allotment: 1.00% of applicable NAV. after 365 days from the date of allotment: Nil

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

22.55%

Returns 5Y

27.58%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Edelweiss Large & Mid Cap Fund


Equity-Large-And-Midcap

Returns 1Y

6.15%

Returns 2Y

11.91%

Min Order

₹5,000

Min SIP

Exit load : 1% for redemption within 365 days

Invest

HDFC Growth Opportunities Fund


Equity-Large-And-Midcap

Returns 2Y

8.7%

Returns 3Y

12.98%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

Franklin India Equity Advantage Fund (erstwhile known as Franklin India Flexi Cap Fund)


Equity-Large-And-Midcap

Returns 3Y

12.19%

Returns 5Y

16.24%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil; Exit Load 1% (for redemption within 1 year of allotment)

Invest
SIP

Kotak Equity Opportunities Fund


Equity-Large-And-Midcap

Returns 2Y

10.24%

Returns 3Y

17.39%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

BOI AXA LARGE & MID CAP EQUITY FUND


Equity-Large-And-Midcap

Returns 3Y

11.08%

Returns 5Y

11.91%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Principal Emerging Bluechip Fund


Equity-Large-And-Midcap

Returns 3Y

19.22%

Returns 5Y

23.27%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

IDFC CORE EQUITY FUND - PLAN B


Equity-Large-And-Midcap

Returns 2Y

9.81%

Returns 3Y

17.21%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1.00% if redeemed before 365 days from the date of allotment. (w.e.f. 10th May 2016)

Invest
SIP

ICICI Prudential Large & Mid Cap Fund


Equity-Large-And-Midcap

Returns 3Y

14.6%

Returns 5Y

13.91%

Min Order

₹5,000

Min SIP

₹100

Exit load : Within 1 Year from allotment - 1% of applicable NAV, more than 1 Year - Nil

Invest
SIP

L&T Large and Midcap Fund


Equity-Large-And-Midcap

Returns 2Y

6.76%

Returns 3Y

13.72%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First Out basis - 1.00% of Applicable NAV

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 2Y

12.01%

Returns 3Y

20.84%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Who should invest in

Investors according to their risk appetite can pick the funds depending upon the inclination towards Large or Mid Cap funds.


How long should you stay invested in ?

These funds are suitable for investors looking for consistent growth, 5 to 6 years and diversification in portfolio with equity of both Large Cap and Mid Cap.


How to invest in ?

You can click on the link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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