Gurgaon woman busts myth of ‘lavish corporate life’, says salary disappears after paydayA Gurgaon woman shared how bills and daily expenses left her with little of her salary soon after payday. Published on: Sep 1, 2026, 14:24:23 IST By Mahipal Singh Chouhan Prefer HTon Google Share via Copy
Founder who survived on bread, water at 18 thinks everyone should go ‘completely broke’ onceA Mumbai-based founder claimed that surviving on bread and water at 18 removed his fear of startup failure and financial losses. Updated on: Sep 1, 2026
The US Federal Trade Commission (FTC) and 22 states sued Amazon on Monday for allegedly "manipulating" online auctions for digital advertising, resulting in more than $20 billion in overcharges for 1.2 million customers. Amazon "has secretly and systematically overcharged its approximately 1
Always looking for a sweet treat after dinner? Fitness coach Eric Roberts shares 3 reasons for late-night sugar cravings Published on: Sep 1, 2026, 14:09:20 IST By Eshana Saha Prefer HTon Google Share via Copy link Read more to find out why your sugar cravings intensify at the end of the day!
3-year-old kidnapped from Delhi found 1,000 km away in Bihar; accused woman had 6 daughters, wanted a sonThe child went missing while he was playing near his mother, who had gone to the hospital to collect medicines, police said. Updated on: Sep 1, 2026
Should you invest in large and midcaps via single Large & Midcap MF scheme
Should you invest in large and midcaps through a single Large & Midcap MF scheme?
HomeNext
Should you invest in large and midcaps through a single Large & Midcap MF scheme?
A large and midcap fund can provide a blend of stability of largecaps and growth potential of midcaps. It can provide higher returns with lower volatility.
Updated on: Jul 13, 2026, 12:30:36 IST By Gopal Gidwani Prefer HTon Google Share via Copy link Recently, 2 AMCs launched NFOs for their large and midcap funds. The Wealth Mutual Fund Company launched the Large and Midcap Fund NFO in the May-June period. The Trust Mutual Fund Large and Midcap NFO is open for subscription between 3rd and 17th July. The Abakkus Large and Midcap Fund NFO will be open for subscription between 15th and 29th July. Some AMCs already offer large and midcap schemes to their investors. So, why are AMCs launching schemes in this category? What does it offer investors, and should you invest in this scheme? We will find out in this article. With the recent launch of new Large and Midcap Mutual Funds, investors are faced with a strategic choice. This article explores what these funds offer, their performance over the last decade, and provides insights on whether they are a sound investment option for long-term wealth creation. (iStock)What is a Large and Midcap Scheme?
As per SEBI’s categorisation of mutual fund schemes, a Large and Midcap Scheme must invest a minimum of 35% of its total assets in equity and equity-related instruments of largecap companies and a minimum of 35% of its total assets in equity and equity-related instruments of midcap companies. The investment of the remaining 30% assets is at the fund manager’s discretion. The largecap companies include India’s top 100 companies by market capitalisation. The midcap companies include India’s top 101st to 250th companies by market capitalisation. The Nifty LargeMidcap 250 Index represents all 250 large and midcap companies through a single index. A large and midcap fund offers a blend of large and midcap companies. Large and midcap companies have their own benefits as follows. The benefits of largecap companies include the following. Most of these companies are well-established, mature businesses with a proven track record. They have scale, with most of them ranking either first or second in their sector. Most largecap companies have a credible management that drives strategic decision-making and execution. They offer better liquidity because their shares are traded more frequently with higher volumes. They can raise capital at competitive rates for their growth and expansion. Most of them have strong balance sheets that can support ongoing operations and withstand volatility during uncertain times. During downturns, largecap companies are better able to navigate. Also, they recover faster when the cycle turns. To summarise, largecaps provide stability, consistency and higher resilience during tough times. On the other hand, the benefits of midcap companies include the following. Most of them are emerging companies, growing fast, with the potential of becoming future market leaders. These companies have less analyst coverage than largecap companies. Hence, some of these may be available for investment at relatively attractive valuations. Most new-age companies or startups fall within the midcap and smallcap categories. These companies provide exposure to emerging themes, technologies, products, services, etc. Due to their relatively smaller size than largecaps, they can adapt faster to a changing business environment. To summarise, midcaps provide growth potential with the opportunity to participate in innovation.Performance in the last decade
Let us see how the largecaps and midcaps have performed individually and together as part of one index in the last decade.Calendar Year
Largecaps (Nifty 100 TRI)
Large and Midcap (Nifty LargeMidcap 250 TRI)
Midcaps (Nifty Midcap 150 TRI)
2016 4.7% 5.3% 5.5% 2017 32.8% 43.4% 54.4% 2018 3.4% -4.7% -12.5% 2019 11.4% 5.8% 0.6% 2020 16.0% 20.6% 25.1% 2021 26.0% 36.0% 46.5% 2022 3.4% 3.2% 2.8% 2023 20.7% 31.9% 43.6% 2024 12.9% 18.3% 23.8% 2025 9.8% 7.7% 5.5% June 2026 -6.4% -2.6% 1.2% Source: Abakkus Large and Midcap Fund presentation The above data is as of 15th June 2026. The table shows how the large and midcap index has delivered balanced growth across cycles. The index has delivered higher returns than the largecap index with lower volatility than midcaps. If an investor invested Rs. 10,000/month in 3 SIPs across each index, the returns would be as follows. Source: https://www.abakkusmf.com/uploads/Presentation_Abakkus_Large_and_Mid_Cap_Fund_0bcc164613.pdf Note: The data is as of 15th June 2026. The SIP is as on 1st of the month. The largecaps are represented by Nifty 100 TRI, large and midcaps by Nifty LargeMidcap 250 TRI, and midcaps by Nifty Midcap 150 TRI. The index performance does not signify the scheme performance. Past performance is not a guarantee of any future returns. The value of the corpus accumulated under the large and midcap scheme SIP is Rs. 1.53 crores, with a 15% XIRR, which is a good return over a 21-year period.Should you invest in a large and midcap scheme?
As of 15th June 2026, around 59% of the large and midcap stocks have corrected over 20% from their peak. So, many stocks are available at reasonable valuations, making them suitable for long-term investment. The largecap and midcap stocks cover almost 80% of the total market capitalisation, giving investors diversified exposure to 19 sectors of the economy through a single scheme. The large and midcap scheme can be considered by an investor who: Is investing with a long-term investment horizon of 5 years or above Wants a diversified portfolio of 40-50 stocks with a blend of large and midcap stocks spread across 19 sectors of the economy, in a single scheme Wants better risk-adjusted returns with a balance of higher growth with manageable volatility Prefers active stock selection from large and midcaps by a professional fund manager and rebalancing as per market conditions With a large and midcap fund, an investor can get the ideal combination of stability of largecaps with the growth potential of midcaps. Together, they can help an investor build a balanced path to long-term wealth creation. Finance Fund Mutual Funds Business Bonds Stay updated with the latest Business News on Petrol Price, Gold Rate, Silver Rates, Diesel Prices along with Income Tax Calculator Home/Business/Should You Invest In Large And Midcaps Through A Single Large & Midcap MF Scheme? See LessRecently, 2 AMCs launched NFOs for their large and midcap funds. The Wealth Mutual Fund Company launched the Large and Midcap Fund NFO in the May-June period. The Trust Mutual Fund Large and Midcap NFO is open for subscription between 3rd and 17th July. The Abakkus Large and Midcap Fund NFO will be open for subscription between 15th and 29th July. Some AMCs already offer large and midcap schemes to their investors. So, why are AMCs launching schemes in this category? What does it offer investors, and should you invest in this scheme? We will find out in this article.
The largecap companies include India’s top 100 companies by market capitalisation. The midcap companies include India’s top 101st to 250th companies by market capitalisation. The Nifty LargeMidcap 250 Index represents all 250 large and midcap companies through a single index.
A large and midcap fund offers a blend of large and midcap companies. Large and midcap companies have their own benefits as follows.
The benefits of largecap companies include the following.
On the other hand, the benefits of midcap companies include the following.
Source: Abakkus Large and Midcap Fund presentation
The above data is as of 15th June 2026.
The table shows how the large and midcap index has delivered balanced growth across cycles. The index has delivered higher returns than the largecap index with lower volatility than midcaps.
If an investor invested Rs. 10,000/month in 3 SIPs across each index, the returns would be as follows.
Source: https://www.abakkusmf.com/uploads/Presentation_Abakkus_Large_and_Mid_Cap_Fund_0bcc164613.pdf
Note: The data is as of 15th June 2026. The SIP is as on 1st of the month. The largecaps are represented by Nifty 100 TRI, large and midcaps by Nifty LargeMidcap 250 TRI, and midcaps by Nifty Midcap 150 TRI. The index performance does not signify the scheme performance. Past performance is not a guarantee of any future returns.
The value of the corpus accumulated under the large and midcap scheme SIP is Rs. 1.53 crores, with a 15% XIRR, which is a good return over a 21-year period.
The large and midcap scheme can be considered by an investor who:
Source: HindustanTimes
Related Posts: Large earthquake swarm jolts California sending shockwaves through nearby LA Singapore to invest over $779 million in public AI research through 2030 Volkswagen group to invest $186 billion through 2030 Can you name a single woman Renaissance master You take a single We will not allow you to share even a single data This is why you should buy a large screen TV rather than a projector in 2026 Why David Miller did not take that single This Single Serve Chocolate Cookie Recipe Is Guilt-Free & Can Be Made In An Air Fryer Dhurandhar Akshaye Khanna Is Single At 50
63-year-old grandmother shares 1 exercise senior citizens must do to stay independent as they age: 'Knee pain is tricky' Published on: Sep 1, 2026, 14:05:05 IST By Sanya Panwar Prefer HTon Google Share via Copy link Think you should skip squats due to knee pain? This 63-year-old fitness coach says
1 days ago
India’s economy grew 7.8% year-on-year in the April-June quarter of FY27, significantly stronger than the market expectation of around 7.1% and above the Reserve Bank of India’s 7% projection. The latest number is particularly important because it came at a time when the global economy was
1 days ago
Like many Gen Zs in Kozhikode, Athira K.B. enjoys eating out and spends much of her free time watching short food videos on Instagram. “If a restaurant regularly pops up on my feed, I instantly feel like checking out what makes it so special,” the 22-year-old college student says
1 days ago
As Rashtriya Swayamsevak Sangh Mohan Bhagwat took the stage at New York City’s Madison Square Garden on Saturday to deliver a message of “universal oneness”, a group of nearly 90 American politicians was preparing a different memo: they would not accept political contributions from entities
1 days ago
A five-member bench of the National Company Law Tribunal on Tuesday stayed the approval of a repayment plan under which media baron Subhash Chandra was allowed to pay Rs 6.2 crore to creditors against admitted claims of about Rs 22,006 crore in his personal insolvency resolution process
1 days ago
US President Donald Trump’s tenure has vindicated many in the Indian foreign policy establishment prone to reflexive anti-Americanism. However, the recent history of intensified engagement between India and the US, the ongoing bureaucratic collaboration
1 days ago
Sensex, Nifty open flat amid renewed crude oil price rally, global tensionsThe 30-share BSE Sensex declined 307.24 points, or 0.40 per cent, to close at 76,957.27 with 20 of its constituents ending lower and 10 with gains on Monday Updated on: Sep 1, 2026
1 days ago
U.S. President Donald Trump threatened on Monday (August 31, 2026) to hit Iran “hard” after the two foes traded fire for the first time in weeks, as his Treasury secretary vowed to keep up a pressure campaign aimed at hobbling Tehran’s economy. After six months of war
1 days ago
Step inside Mouni Roy’s beautiful 4 BHK apartment in Mumbai featuring minimal décor and a cosy library Published on: Sep 1, 2026, 11:30:03 IST By Anukriti Srivastava Prefer HTon Google Share via Copy link Mouni Roy gave a house tour of her Mumbai 4 BHK apartment
1 days ago
OpenAI denied Apple's allegations of trade secret theft on Monday, saying the iPhone maker failed to show any confidential information was stolen by former employees."This dispute is a mess of Apple's own making, and it is trying to blame everyone else
1 days ago
The toll in the flash flood and mudslide in Nepal and China, which occurred on August 26, rose to 1,003 on Tuesday. Of these, 987 deaths were reported in Nepal. The remaining 16 deaths were on the Chinese side of the border, AFP reported. More than 3
1 days ago
September 1, 2026, Birthday Horoscope: Don't let fear overpower you from experiencing something genuine todayYour birthday falls on September 1, 2026 here’s what your year ahead looks like, as per Tarot. Published on: Sep 1, 2026, 11:01:25 IST By Kishori Sud Prefer HTon Google Share via Copy link
1 days ago
Toxic worldwide box office collection day 6: Yash film crashes, crawls past ₹300 crore; yet to surpass Adipurush, PeddiToxic worldwide box office collection day 6: Yash's pan-India film is now earning less than ₹10 crore per day worldwide after bad word-of-mouth. Updated on: Sep 1, 2026
1 days ago
Naseeruddin Shah wishes 'more strength' to student protestorsFrom backing student protests to praising theatre behind bars, Naseeruddin Shah speaks up on protest, performance and the power of truth Published on: Sep 1, 2026, 11:33:59 IST By Aadrika Sominder Prefer HTon Google Share via Copy link
1 days ago
The families of more than 600 workers believed to be trapped in a vast network of mud-filled tunnels along Nepal's Trishuli River are clinging to hope their loved ones can be found alive. Rescuers continued battling to reach them on Monday, using explosives to blast into the hillside before pumping
1 days ago
Maharashtra, Assam, Bengal, Bihar join Centre in SC bid to quash FIRs against CJP protestersThe move came a day after the Centre moved the court seeking quashing of FIRs registered in connection with the CJP-led protests Updated on: Sep 1, 2026
1 days ago
European traveller says he was scared to visit India due to 'bad image, stereotypes': 'I found more kindness than chaos' Published on: Sep 1, 2026, 10:51:25 IST By Sanya Panwar Prefer HTon Google Share via Copy link Expecting chaos, he found kindness: Robert says India changed how he judges places
1 days ago
Over 200 Zomato employees in 'customer delight' section in Hyderabad to be laid offEmployees impacted by the layoffs will also be helped in their search for relevant opportunities. Published on: Sep 1, 2026, 09:36:24 IST By HT Business Desk Prefer HTon Google Share via Copy link Zomato is expected
1 days ago
Refrain from sharing the Universal Account Number (UAN), password, One-Time Password (OTP), and Aadhaar details. New Delhi: EPFO has issued a cyber awareness advisory to stay alert against frauds. Cases of fraud are becoming increasingly prevalent, particularly through digital modes
1 days ago
Meta is fixing a loophole that allowed wearers of its AI smart glasses to secretly record others without consent. Meta’s new AI smart glasses feature a white light sensor that starts blinking when the wearer is taking a photo or video through their device
1 days ago
‘Bengaluru Metro discipline deserves appreciation’: Woman praises commuters for orderly queues, offering seatsA woman lauded Bengaluru Metro commuters for disciplined boarding, respectful behaviour and offering seats to women. Published on: Sep 1, 2026
1 days ago
Manchester City have opened talks with Chelsea in their bid to sign midfielder Enzo Fernandez. In what is set to be one of the key narratives on transfer deadline day, City have set the wheels in motion towards what would be one of the most expensive deals of the summer
1 days ago
PM Modi hails ‘herculean feat’, Congress asks ‘where are jobs?’: GDP figures draw mixed responseTaking a jab at his critics, Modi said some people in India, “drowned in an atmosphere of despair”, were spreading “lies” across the country. Published on: Sep 1, 2026
1 days ago
The company said the move is aimed at strengthening transparency and food quality for consumers, and warned that restaurants failing to comply with its requirements could be removed from the platform. New Delhi: Food delivery platform Zomato on Monday said it has adopted a zero-tolerance policy on
1 days ago
As Janmashtami approaches, homes begin to take on a festive glow. Laddu Gopal gets a new outfit, the little cradle is beautifully decorated, flowers are brought in and preparations begin for the midnight celebration. Amid all these preparations
1 days ago
The company said Shipsy Brain draws on data linked to more than five billion shipments. This includes more than 50 billion operational events, 1.5 billion automated and human decisions, 100 billion GPS pings and over 5,000 logistics workflows. Enterprise firm on September 1 launched in beta
1 days ago
A Singaporean diplomat who led the adoption of the UN Ocean Treaty, a Myanmar activist who put his freedom on the line for democracy, and a former Bangladeshi teacher who brought compassion to the poor were named on Monday as the winners of this year’s Ramon Magsaysay Awards
1 days ago
