top 5 large and midcap mutual funds 3 year returns best performing funds balanced portfolio investment analysis nifty Motilal icici uti invesco
Top 5 Large and Midcap Mutual Funds in 3 Years: Largecap mutual funds are largecap stock-heavy, while midcap mutual funds need to maintain at least 65 per cent midcap stocks in their portfolio. Unlike them, large and midcap mutual funds need to maintain at least 35 per cent each of large and midcap stocks. For the remaining portion of the portfolio, the fund manager can choose any market capitalisation stock, or they can focus on making it heavy in large and midcap stocks.
Investment in large and midcap funds provides investors with exposure to India’s top 250 companies in terms of market capitalisation belonging to different sectors and industries.
The large and midcap fund category has given a 23.19 per cent annualised return in 3 years, 24.34 per cent in 5 years, and Rs 14.31 per cent in 10 years.
Here, we take you through the top 5 large and midcap mutual funds with highest annualised return (CAGR) in the 3-year time frame.
Also know the value of a Rs 1,98,765 lump sum investment in each fund.
Motilal Oswal Large and Midcap Fund – Direct Plan
The small cap fund has given 35.48 per cent annualised return in 3 years.
It has assets under management (AUM) of Rs 10,840 crore, while its net asset value (NAV) as on June 19, 2025, was Rs 35.5668.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 25.05 per cent annualised return since its launch in October 2019.
At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 1,98,765 one-time investment in the fund in the 3-year period has ballooned to Rs 4,94,271.39.
Invesco India Large & Mid Cap Fund – Direct Plan
The fund has given 31.16 per cent annualised return in the 3-year period.
It has AUM of Rs 7,274 crore, while its NAV as on June 19, 2025, was Rs 114.6500.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.49 per cent annualised return since its debut in January 2013.
With an expense ratio of 0.68 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,98,765 one-time investment in the fund in the 3-year time frame has sprung to Rs 4,48,481.09.
Bandhan Large & Mid Cap Fund – Direct Plan
The fund has given 30.77 per cent annualised return in the 3-year time frame.
It has an asset base of Rs 9,107 crore, while its unit price as on June 19, 2025, was Rs 151.0040.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 16.31 per cent annualised return since its beginning in January 2013.
At an expense ratio of 0.57 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,98,765 one-time investment in the fund in 3 years has zoomed to Rs 4,44,492.34.
UTI Large & Mid Cap Fund – Direct Plan
The fund has given 27.81 per cent annualised return in 3 years.
It has a fund size of Rs 4,544 crore, while its NAV as on June 19, 2025, was Rs 188.4490.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.39 per cent annualised return since its starting in January 2013.
With an expense ratio of 1.06 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,98,765 one-time investment in the fund in the 3-year period has jumped to Rs 4,14,986.93.
ICICI Prudential Large & Mid Cap Fund – Direct Plan
The fund has given 27.45 per cent annualised return in the 3-year period.
Its AUM is Rs 21,657 crore, while its NAV as on June 19, 2025, was Rs 1,097.7300.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.00 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.78 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,98,765 one-time investment in the fund in the 3-year time frame has jumped to Rs 4,11,490.14.