Invesco India Large & Mid Cap Fund is the top performer in the large‑and‑mid‑cap mutual fund category, posting a 23.6% compound annual growth rate (CAGR) over the past three years. The performance is based on ACE MF data published on August 12 and is calculated for funds with assets under management (AUM) of at least Rs 1,500 crore. Motilal Oswal Large & Midcap Fund and HSBC Large & Mid Cap Fund trail behind, delivering 22.8% and 19.0% CAGR respectively over the same period. Among the top five funds that meet the AUM criterion, ICICI Pru Large & Mid Cap Fund holds the largest corpus at Rs 32,706.3 crore. Benchmark comparison shows that Invesco India Large & Mid Cap Fund outperformed its benchmark by 14.4 percentage points over three years, while its one‑year outperformance was 10.5 percentage points. In the one‑month window, ICICI Pru Large & Mid Cap Fund achieved the highest return of 3.1% among the five schemes. During the three‑month period, Invesco India Large & Mid Cap Fund led with a 13.5% return. In the one‑year time frame, HSBC Large & Mid Cap Fund delivered the strongest performance among the five, with a 16.4% return. These variations across different time windows explain why the rankings can shift depending on the period considered. Large‑and‑mid‑cap funds invest in both large‑cap and mid‑cap companies, offering exposure to established firms and growing mid‑size businesses.
Invesco India Leads Large‑Mid Cap Fund Rankings with 23.6% CAGR
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