Question 1

How many Large & Mid Cap Fund mutual funds are there in India?

Accepted Answer

There are 33 Large & Mid Cap Fund mutual funds with full portfolio disclosure data tracked on Asset Sadhu, sourced from monthly AMFI filings.

Question 2

How many stocks do Large & Mid Cap Fund funds typically hold?

Accepted Answer

On average, Large & Mid Cap Fund funds hold around 76 stocks. Individual funds range from more concentrated portfolios to highly diversified ones within the same SEBI category mandate.

Question 3

Which Large & Mid Cap Fund fund has the most diversified portfolio?

Accepted Answer

Among Large & Mid Cap Fund funds, ITI Large & Mid Cap Fund by ITI Mutual Fund has one of the most diversified portfolios with a top-5 concentration of 12.18%.

Question 4

Which Large & Mid Cap Fund fund is most concentrated?

Accepted Answer

Samco Large & Mid Cap Fund by Samco Mutual Fund has the highest concentration among Large & Mid Cap Fund funds, with the top 5 holdings accounting for 47.87% of NAV.

Question 5

Which Large & Mid Cap Fund fund is the most actively managed?

Accepted Answer

Quant Large and Mid Cap Fund by quant Mutual Fund has the highest Active Share (92.89%) among Large & Mid Cap Fund funds, meaning it takes the most differentiated positions relative to its category peers.

Question 6

What is the SEBI mandate for Large & Mid Cap Fund funds?

Accepted Answer

Large & Mid Cap Fund is a SEBI-defined mutual fund category. Funds in this category must follow specific investment guidelines set by SEBI regarding market cap allocation, diversification, and portfolio composition. Asset Sadhu tracks portfolio data for all 33 funds in this category using monthly AMFI disclosures.

Fund	Holdings	Top 5 Wt.	Active Share	Large	Mid	Small	Gini
Aditya Birla Sun Life Large & Mid Cap Fund Aditya Birla Sun Life Mutual Fund	75	17.66%	64.74%	42.50%	41.71%	11.01%	0.346
Axis Large & Mid Cap Fund Axis Mutual Fund	107	16.13%	49.04%	46.27%	34.91%	5.08%	0.386
Bajaj Finserv Large and Mid Cap Fund Bajaj Finserv Mutual Fund	68	18.30%	66.11%	40.08%	38.70%	15.49%	0.359
Bandhan Large & Mid Cap Fund Bandhan Mutual Fund	124	13.05%	55.60%	36.81%	34.12%	18.70%	0.430
Bank of India Large & Mid Cap Fund Bank of India Mutual Fund	54	24.78%	73.09%	38.99%	36.61%	13.56%	0.394
Baroda BNP Paribas Large and Mid Cap Fund Baroda BNP Paribas Mutual Fund	52	17.74%	66.93%	42.47%	39.19%	8.72%	0.239
Canara Robeco Large and Mid Cap Fund Canara Robeco Mutual Fund	92	20.37%	63.29%	47.94%	34.67%	11.31%	0.500
DSP Large & Mid Cap Fund DSP Mutual Fund	75	24.38%	61.15%	47.40%	35.03%	10.00%	0.395
Edelweiss Large and Mid Cap Fund Edelweiss Mutual Fund	94	13.69%	52.32%	47.09%	37.02%	11.94%	0.294
Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund	57	15.46%	68.74%	37.58%	35.94%	18.19%	0.222
HDFC Large and Mid Cap Fund HDFC Mutual Fund	237	12.54%	43.09%	43.40%	37.13%	16.30%	0.513
Helios Large & Mid Cap Fund Helios Mutual Fund	57	18.35%	61.66%	59.07%	34.92%	—	0.283
ICICI Prudential Large & Mid Cap Fund ICICI Prudential Mutual Fund	90	20.91%	71.54%	36.74%	38.08%	17.78%	0.525
Invesco India Large & Mid Cap Fund Invesco Mutual Fund	45	30.13%	81.55%	41.08%	37.65%	21.15%	0.440
ITI Large & Mid Cap Fund ITI Mutual Fund	93	12.18%	56.72%	36.46%	37.51%	20.24%	0.252
JM Large & Mid Cap Fund JM Financial Mutual Fund	59	15.37%	60.65%	49.66%	43.65%	4.05%	0.205
Kotak Large & Midcap Fund Kotak Mutual Fund	68	19.23%	62.32%	49.01%	42.24%	6.25%	0.333
LIC MF Large & Mid Cap Fund LIC Mutual Fund	48	17.90%	65.68%	52.28%	35.89%	3.13%	0.232
Mahindra Manulife Large & Mid Cap Fund Mahindra Manulife Mutual Fund	66	15.25%	57.59%	46.61%	39.57%	8.79%	0.246
Mirae Asset Large & Midcap Fund Mirae Asset Mutual Fund	88	19.02%	60.53%	45.94%	37.75%	12.46%	0.412
Motilal Oswal Large and Midcap Fund Motilal Oswal Mutual Fund	30	25.17%	88.05%	35.39%	31.08%	23.84%	0.193
Navi Large & Midcap Fund Navi Mutual Fund	82	15.81%	60.87%	33.43%	40.22%	18.91%	0.330
Nippon India Vision Large & Mid Cap Fund Nippon India Mutual Fund	102	16.10%	51.43%	59.19%	37.62%	—	0.413
Old Bridge Flexi Cap Fund Old Bridge Mutual Fund	38	16.07%	82.69%	30.72%	19.29%	38.63%	0.176
PGIM India Large and Midcap Fund PGIM Mutual Fund	79	18.41%	57.24%	53.65%	38.46%	4.09%	0.321
Quant Large and Mid Cap Fund quant Mutual Fund	34	42.12%	92.89%	36.11%	41.29%	1.73%	0.480
Samco Large & Mid Cap Fund Samco Mutual Fund	36	47.87%	65.72%	18.10%	31.89%	—	0.588
SBI Large & Midcap Fund SBI Mutual Fund	79	20.17%	70.84%	38.93%	39.67%	14.03%	0.449
Sundaram Large and Mid Cap Fund Sundaram Mutual Fund	50	17.01%	69.44%	35.15%	35.79%	16.97%	0.282
Tata Large & Mid Cap Fund Tata Mutual Fund	51	27.40%	74.11%	40.44%	37.12%	17.56%	0.437
Union Large and Mid Cap Fund Union Mutual Fund	75	14.75%	53.47%	43.46%	37.37%	14.17%	0.283
UTI Large & Mid Cap Fund UTI Mutual Fund	75	15.48%	65.27%	41.36%	36.02%	14.51%	0.303
WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital	123	18.59%	55.24%	43.87%	37.40%	5.25%	0.479