New Delhi, Oct. 6 -- Large- and mid-cap mutual funds are equity schemes that are required to invest at least 35% of their assets each in large-cap and mid-cap stocks. According to AMFI's August 2026 data, there are 36 schemes in this category.

While returns are an important factor for mutual fund investors, comparing them with the risk taken to generate those returns can provide a more complete picture. Here's what you need to know about the YTD leaders as of October 2026, along with their 3- and 5-year performance.

Motilal Oswal Large & Midcap Fund leads the category in year-to-date (YTD) returns at 9.1%, followed by HSBC Large & Midcap Fund at 6.77% and Quant Large & Midcap Fund at 5.79%.

Invesco Large & Midcap Fund and Axis Large & ...