Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Schemes - Large & Mid Cap Fund )
Open Ended Schemes ( Equity Schemes - Large & Mid Cap Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 53 AMFI-registered Open Ended Schemes ( Equity Schemes - Large & Mid Cap Fund ) schemes. Category Median 3Y CAGR: +13.05% p.a. • Category Median 3Y Sortino: 0.38.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | Invesco India Large & Mid Cap Fund - Direct Plan - Growth (AMFI 120357) | Invesco Mutual Fund | Direct Plan | +22.82% | 1.37 | -35.31% |
| #2 | Invesco India Large & Mid Cap Fund - Regular Plan - Growth (AMFI 106144) | Invesco Mutual Fund | Regular Plan | +21.43% | 1.25 | -58.90% |
| #3 | Axis Large & Mid Cap Fund - Direct Plan - Growth (AMFI 145110) | Axis Mutual Fund | Direct Plan | +15.71% | 0.94 | -31.87% |
| #4 | HSBC Large & Mid Cap Fund - Direct Growth (AMFI 146772) | HSBC Mutual Fund | Direct Plan | +18.33% | 0.89 | -36.10% |
| #5 | Axis Large & Mid Cap Fund - Regular Plan - Growth (AMFI 145112) | Axis Mutual Fund | Regular Plan | +14.45% | 0.81 | -32.02% |
| #6 | HSBC Large & Mid Cap Fund - Regular Growth (AMFI 146771) | HSBC Mutual Fund | Regular Plan | +17.09% | 0.80 | -36.20% |
| #7 | Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment) (AMFI 120356) | Invesco Mutual Fund | Direct Plan | +16.23% | 0.74 | -50.59% |
| #8 | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth (AMFI 152226) | WhiteOak Capital Mutual Fund | Direct Plan | N/A | 0.71 | -16.02% |
| #9 | Kotak Large & Mid Cap Fund - Direct- Growth (AMFI 120158) | Kotak Mahindra Mutual Fund | Direct Plan | +14.34% | 0.70 | -36.03% |
| #10 | Kotak Large & Mid Cap Fund - IDCW-Direct (AMFI 120157) | Kotak Mahindra Mutual Fund | Direct Plan | +14.34% | 0.70 | -42.36% |
| #11 | Canara Robeco Large and Mid Cap Fund -BONUS OPTION (AMFI 102922) | Canara Robeco Mutual Fund | Regular Plan | +13.31% | 0.69 | -74.43% |
| #12 | CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION (AMFI 118278) | Canara Robeco Mutual Fund | Direct Plan | +13.96% | 0.68 | -36.20% |
| #13 | HDFC Large & Mid Cap Fund - Growth Option - Direct Plan (AMFI 130498) | HDFC Mutual Fund | Direct Plan | +13.27% | 0.61 | -39.49% |
| #14 | Mirae Asset Large & Midcap Fund - Direct Plan - Growth (AMFI 118834) | Mirae Asset Mutual Fund | Direct Plan | +13.05% | 0.60 | -36.87% |
| #15 | Kotak Large & Mid Cap Fund - Growth-Regular (AMFI 103234) | Kotak Mahindra Mutual Fund | Regular Plan | +13.14% | 0.59 | -64.69% |
| #16 | Kotak Large & Mid Cap Fund - IDCW-Regular (AMFI 103233) | Kotak Mahindra Mutual Fund | Regular Plan | +13.14% | 0.59 | -75.75% |
| #17 | Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth (AMFI 147840) | Mahindra Manulife Mutual Fund | Direct Plan | +13.57% | 0.57 | -32.90% |
| #18 | CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION (AMFI 102920) | Canara Robeco Mutual Fund | Regular Plan | +12.80% | 0.57 | -74.43% |
| #19 | Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth (AMFI 152225) | WhiteOak Capital Mutual Fund | Regular Plan | N/A | 0.54 | -16.55% |
| #20 | HDFC Large & Mid Cap Fund - Growth Option (AMFI 130496) | HDFC Mutual Fund | Regular Plan | +12.37% | 0.53 | -39.53% |
| #21 | Invesco India Large & Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) (AMFI 106143) | Invesco Mutual Fund | Regular Plan | +13.50% | 0.51 | -58.95% |
| #22 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth (AMFI 112932) | Mirae Asset Mutual Fund | Regular Plan | +12.01% | 0.51 | -36.96% |
| #23 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth (AMFI 147843) | Mahindra Manulife Mutual Fund | Regular Plan | +11.89% | 0.43 | -32.95% |
| #24 | Bajaj Finserv Large & Mid Cap Fund- Direct Plan- Growth (AMFI 152408) | Bajaj Finserv Mutual Fund | Direct Plan | N/A | 0.38 | -16.20% |
| #25 | Bajaj Finserv Large & Mid Cap Fund- Direct Plan- IDCW (AMFI 152405) | Bajaj Finserv Mutual Fund | Direct Plan | N/A | 0.38 | -16.20% |
| #26 | Helios Large & Mid Cap Fund - Direct Plan - Growth Option (AMFI 152941) | Helios Mutual Fund | Direct Plan | N/A | 0.29 | -18.04% |
| #27 | Helios Large & Mid Cap Fund - Direct Plan - IDCW Option (AMFI 152942) | Helios Mutual Fund | Direct Plan | N/A | 0.29 | -18.04% |
| #28 | Bajaj Finserv Large & Mid Cap Fund- Regular Plan- Growth (AMFI 152406) | Bajaj Finserv Mutual Fund | Regular Plan | N/A | 0.22 | -16.70% |
| #29 | Bajaj Finserv Large & Mid Cap Fund- Regular Plan- IDCW (AMFI 152407) | Bajaj Finserv Mutual Fund | Regular Plan | N/A | 0.22 | -16.70% |
| #30 | CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) (AMFI 118277) | Canara Robeco Mutual Fund | Direct Plan | +8.38% | 0.16 | -39.26% |
| #31 | Helios Large & Mid Cap Fund - Regular Plan - Growth Option (AMFI 152943) | Helios Mutual Fund | Regular Plan | N/A | 0.13 | -18.18% |
| #32 | Helios Large & Mid Cap Fund - Regular Plan - IDCW Option (AMFI 152944) | Helios Mutual Fund | Regular Plan | N/A | 0.13 | -18.26% |
| #33 | HSBC Large & Mid Cap Fund - Direct IDCW (AMFI 146770) | HSBC Mutual Fund | Direct Plan | +7.97% | 0.09 | -36.11% |
| #34 | HDFC Large & Mid Cap Fund - IDCW Option - Direct Plan (AMFI 130499) | HDFC Mutual Fund | Direct Plan | +7.55% | 0.09 | -55.00% |
| #35 | Mirae Asset Large & Midcap Fund - Direct Plan - IDCW (AMFI 118835) | Mirae Asset Mutual Fund | Direct Plan | +7.38% | 0.07 | -41.59% |
| #36 | Mahindra Manulife Large & Mid Cap Fund - Direct Plan - IDCW (AMFI 147841) | Mahindra Manulife Mutual Fund | Direct Plan | +7.44% | 0.07 | -32.84% |
| #37 | CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) (AMFI 102921) | Canara Robeco Mutual Fund | Regular Plan | +7.27% | 0.06 | -74.45% |
| #38 | JM Large & Mid Cap Fund (Direct) - IDCW (AMFI 153630) | JM Financial Mutual Fund | Direct Plan | N/A | 0.06 | -15.48% |
| #39 | JM Large & Mid Cap Fund (Direct) - Growth Option (AMFI 153629) | JM Financial Mutual Fund | Direct Plan | N/A | 0.06 | -15.48% |
| #40 | Axis Large & Mid Cap Fund - Direct Plan - IDCW (AMFI 145109) | Axis Mutual Fund | Direct Plan | +7.03% | 0.04 | -31.89% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)