Fund SIP returns · Large & Mid Cap Funds

Large & Mid Cap Fund SIP returns compared

26 large & mid cap funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.

Fund	Data from	5-yr SIP XIRR (to today)	Ahead of Nifty 500 index fund	Median rolling 5-yr	Worst rolling 5-yr	5-yr SIPs that lost money
Motilal Oswal Large and Midcap Fund	Nov 2019	19.5%	100%48 3-yr SIPs	24.6%	16.5%	0%
Invesco India Large & Mid Cap Fund	Sep 2007	18.0%	80%49 3-yr SIPs	15.9%	-2.7%	1%
Bandhan Large & Mid Cap Fund	Jun 2008	15.0%	100%49 3-yr SIPs	15.1%	-8.3%	2%
HSBC Large & Mid Cap Fund	Apr 2019	14.9%	90%49 3-yr SIPs	19.5%	12.4%	0%
Quant Large & Mid Cap Fund	Feb 2007	12.5%	84%49 3-yr SIPs	18.3%	-3.3%	1%
Axis Large & Mid Cap Fund	Nov 2018	12.3%	82%49 3-yr SIPs	19.4%	10.7%	0%
UTI Large & Mid Cap Fund	Apr 2006	12.1%	100%49 3-yr SIPs	14.1%	-11.7%	13%
ICICI Prudential Large & Mid Cap Fund	Apr 2006	12.0%	100%49 3-yr SIPs	14.8%	-8.8%	2%
Sundaram Large and Midcap Fund	Mar 2007	11.5%	96%49 3-yr SIPs	14.8%	-4.5%	1%
Edelweiss Large & Mid Cap Fund	Dec 2016	11.2%	100%49 3-yr SIPs	19.3%	11.2%	0%
Union Large & Midcap Fund	Jan 2020	11.2%	91%46 3-yr SIPs	15.8%	9.3%	0%
HDFC Large & Mid Cap Fund	Jul 2014	11.1%	100%49 3-yr SIPs	18.9%	-8.9%	5%
Nippon India Vision Large & Mid Cap Fund	Apr 2006	11.1%	100%49 3-yr SIPs	13.7%	-10.8%	4%
Kotak Large & Mid Cap Fund	Apr 2006	10.9%	100%49 3-yr SIPs	15.8%	-3.4%	1%
Bank Of India Large & Mid Cap Fund	Nov 2008	10.6%	96%49 3-yr SIPs	14.6%	-5.8%	2%
Baroda BNP Paribas Large and Mid Cap Fund	Oct 2020	10.4%	100%37 3-yr SIPs	14.0%	10.4%	0%
SBI Large & Midcap Fund	Apr 2006	10.3%	100%49 3-yr SIPs	17.0%	-6.2%	2%
Mahindra Manulife Large & Mid Cap Fund	Jan 2020	10.2%	93%46 3-yr SIPs	16.9%	9.6%	0%
DSP Large & Mid Cap Fund	Apr 2006	10.1%	96%49 3-yr SIPs	15.2%	-5.0%	1%
Mirae Asset Large & Midcap Fund	Aug 2010	9.3%	92%49 3-yr SIPs	19.8%	-0.3%	1%
LIC MF Large & Mid Cap Fund	Mar 2015	9.3%	76%49 3-yr SIPs	17.2%	-0.7%	1%
Canara Robeco Large and Mid Cap Fund	Apr 2006	8.8%	76%49 3-yr SIPs	17.0%	-2.3%	1%
Aditya Birla Sun Life Large & Mid Cap Fund	Apr 2006	8.7%	16%49 3-yr SIPs	12.4%	-8.3%	3%
Navi Large & Midcap Fund	Jan 2016	8.4%	45%49 3-yr SIPs	18.0%	7.3%	0%
Franklin India Large & Mid Cap Fund	Apr 2006	7.9%	63%49 3-yr SIPs	14.6%	-12.7%	3%
Tata Large & Mid Cap Fund	Apr 2006	5.5%	63%49 3-yr SIPs	14.7%	-4.8%	1%

Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty 500 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty 500 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.

Large & Mid Cap Fund comparisons, head to head

The same SIP on identical dates in two funds. All comparisons.