Best Large & Mid Cap Funds Review Summary

Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
-2.02 20.93 14.74 17.56 16.46 18.35 -17.47 -27.96 6.94 1.07 0.43 0.91
2
-4.40 16.87 14.27 18.41 15.16 15.85 -17.72 -23.46 3.60 1.01 0.40 0.82
3
1.20 16.95 12.31 17.23 18.13 -22.22 -36.87 2.59 1.05 0.31 0.68
4
-2.17 20.23 16.69 20.37 21.23 -24.27 -33.12 2.16 1.25 0.37 0.76
5
-10.33 13.14 11.84 17.51 14.29 14.26 -14.19 -20.90 3.07 0.82 0.33 0.72
6
-5.18 14.27 11.73 17.63 13.34 15.20 -17.21 -20.37 2.10 0.94 0.33 0.70
7
-2.21 14.38 10.39 17.55 14.13 -15.96 -20.97 0.25 0.83 0.28 0.62
8
-6.21 12.01 10.89 16.28 13.70 13.46 -13.76 -16.24 2.07 0.77 0.27 0.59
9
-8.12 13.54 10.59 15.64 12.17 15.48 -16.36 -22.61 1.29 0.94 0.31 0.67
10
1.94 14.49 13.57 19.09 14.86 19.66 -24.53 -27.28 -2.79 1.25 0.29 0.54
11
-7.22 12.46 11.67 16.55 14.34 15.40 -18.20 -22.92 0.80 0.88 0.26 0.57
12
-7.64 13.03 10.13 15.35 13.54 15.60 -16.82 -20.71 2.31 0.90 0.30 0.62
13
-2.76 13.30 9.93 15.31 12.49 15.80 -21.20 -22.00 -1.95 0.99 0.26 0.53
14
-4.62 12.83 9.51 14.03 13.78 15.91 -18.56 -24.71 -0.55 0.92 0.23 0.50
15
-4.56 13.45 10.90 16.47 15.48 -17.90 -23.94 -0.84 0.93 0.26 0.55
16
-6.88 11.33 8.53 16.17 15.00 15.99 -19.17 -24.14 -0.74 0.98 0.23 0.48
17
-7.94 12.11 11.57 17.25 13.90 16.25 -18.35 -23.50 0.26 1.00 0.26 0.54
18
-3.27 12.18 9.56 15.25 -17.98 -27.37 -1.06 0.89 0.21 0.46
19
-5.00 13.49 10.05 16.15 -18.88 -27.36 -1.25 0.98 0.23 0.48
20
-9.95 11.60 8.60 14.20 13.11 16.71 -18.62 -24.44 -0.61 0.98 0.25 0.51
21
-4.36 10.63 5.53 12.52 10.47 16.01 -20.23 -26.35 -3.06 0.97 0.19 0.38
22
-3.97 11.74 9.89 15.30 -19.48 -23.80 -1.63 0.93 0.20 0.42
23
-11.26 10.39 6.83 13.24 10.88 14.84 -16.91 -24.95 -2.25 0.93 0.21 0.42
24
-7.71 12.32 8.59 15.72 14.03 15.89 -17.53 -24.61 -3.36 0.97 0.21 0.41
25
-4.41 9.63 8.29 14.23 12.57 16.86 -18.47 -22.70 -3.81 1.01 0.12 0.22
26
-14.23 6.05 7.36 12.56 11.58 16.10 -22.12 -21.46 -5.85 0.93 0.09 0.13

Return Calculated On: | Ratios Calculated On:

1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.

Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

For more details, visit AMFI India.

Large & Mid Cap Funds Ranking

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
0.93
-2.86
-4.88
-6.65
-4.13
-5.10
9.76
4.67
11.58
9.46
12.97
Baroda BNP Paribas Large & Mid Cap Fund
0.76
-2.29
-2.85
-5.77
-2.65
-6.17
12.06
8.58
Bank of India Large & Mid Cap Fund
0.87
-2.37
-3.67
-6.09
-3.90
-4.03
11.94
8.71
14.03
11.21
11.75
CANARA ROBECO LARGE AND MID CAP FUND
0.76
-1.83
-2.90
-6.35
-2.81
-8.64
11.17
7.43
14.44
12.73
17.58
TRUSTMF LARGE & MIDCAP FUND
1.07
-2.18
-3.58
Whiteoak Capital Large & Mid Cap Fund
1.19
-1.53
-2.70
-6.33
-2.15
-5.28
Helios Large & Mid Cap Fund
1.36
-2.34
-4.65
-6.53
-3.06
-6.11
Samco Large & Mid Cap Fund
0.83
0.24
-1.39
-3.52
-5.46
-9.10
DSP Large & Mid Cap Fund
0.62
-1.30
-2.11
-6.97
-5.95
-8.61
11.88
9.04
14.22
12.41
14.17
The Wealth Company Large & Mid Cap Fund
1.24
-4.36
-6.17
-8.38
Abakkus Large & Mid Cap Fund
0.95
-2.94
-4.81
Edelweiss Large & Mid Cap Fund
1.12
-2.48
-3.53
-6.52
-4.98
-5.87
11.86
9.25
14.72
Navi Large & Midcap Fund
0.46
-3.26
-3.76
-6.95
-3.45
-6.14
7.60
6.26
12.06
10.50
Franklin India Large & Mid Cap Fund
0.78
-2.04
-4.48
-8.34
-5.52
-11.85
9.62
6.06
12.38
10.04
12.39
HDFC Large and Mid Cap Fund
0.87
-2.32
-3.96
-7.00
-4.26
-8.63
11.22
10.68
16.44
13.31
HSBC Large & Mid Cap Fund
1.84
-2.42
-3.58
-4.71
-0.59
0.10
15.73
10.98
15.68
ICICI Prudential Large & Mid Cap Fund
1.32
-2.84
-6.30
-10.05
-8.22
-11.05
12.16
10.89
16.54
13.25
14.26
Bandhan Large & Mid Cap Fund
0.95
-2.19
-3.72
-5.23
-4.59
-5.48
15.52
12.94
17.02
13.72
13.92
Invesco India Large & Mid Cap Fund
1.40
-2.14
-5.28
-7.67
1.05
-3.11
19.56
13.38
16.15
14.97
15.24
ITI Large & Mid Cap Fund
0.98
-3.62
-6.88
-5.44
-1.92
-6.83
JM Large & Mid Cap Fund
0.88
-2.84
-4.52
-5.56
-1.77
-6.65
Kotak Large & Midcap Fund
0.70
-2.18
-3.94
-7.69
-6.38
-8.15
11.28
10.43
15.24
13.02
14.59
LIC Mf Large & Mid Cap Fund
0.20
-4.14
-6.06
-9.82
-6.21
-11.07
10.16
7.16
12.59
11.50
Mahindra Manulife Large & Mid Cap Fund
1.10
-1.92
-3.71
-5.01
-1.14
-5.31
10.09
8.11
Mirae Asset Large & Midcap Fund
1.04
-2.06
-3.61
-7.07
-4.13
-7.74
10.30
7.50
15.05
13.94
19.02
motilal oswal large and midcap fund
1.15
-4.16
-5.72
-3.90
-1.99
-3.11
18.86
15.21
18.68
Quant Large & Mid Cap Fund
1.51
-2.19
-3.52
-6.13
0.34
0.69
13.06
11.96
17.61
13.77
15.79
Nippon India Vision Large & Mid Cap Fund
0.92
-2.38
-3.98
-7.34
-6.22
-8.76
12.87
9.98
15.01
11.53
12.27
SBI Large & Midcap Fund
0.62
-2.50
-4.06
-8.35
-6.30
-6.96
11.06
9.96
15.34
12.83
14.94
Sundaram Large And Midcap Fund
1.02
-3.84
-5.88
-7.41
-1.76
-5.62
11.64
8.31
12.72
12.53
13.44
Tata Large & Mid Cap Fund
0.69
-3.05
-5.54
-10.16
-7.45
-15.15
4.88
6.18
11.56
10.41
12.80
Union Large & Midcap Fund
1.08
-2.59
-4.50
-4.90
-1.18
-4.50
10.70
8.13
UTI Large & Mid Cap Fund
0.66
-1.80
-3.30
-6.49
-4.92
-6.02
13.26
10.84
16.80
12.59
13.07
PGIM India Large and Midcap Fund
0.68
-1.91
-3.27
-5.82
-2.31
-7.73
Axis Large & Mid Cap Fund
1.15
-2.16
-3.81
-4.82
-1.24
-3.24
13.15
9.10
16.02
Bajaj Finserv Large and Mid Cap Fund
0.96
-2.27
-4.84
-7.28
-5.17
-7.91
Nifty Large Midcap 250 Total Return Index
0.90
-2.11
-3.38
-7.35
-5.36
-7.56
11.64
9.80
16.10
13.71
14.92

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
0.93
-2.85
-4.82
-6.47
-3.77
-4.36
10.63
5.53
12.52
10.47
Nifty Large Midcap 250 Total Return Index
0.90
-2.11
-3.38
-7.35
-5.36
-7.56
11.64
9.80
16.10
13.71
14.92
Baroda BNP Paribas Large & Mid Cap Fund
0.77
-2.27
-2.76
-5.48
-2.05
-5.00
13.49
10.05
Bank of India Large & Mid Cap Fund
0.89
-2.34
-3.57
-5.81
-3.29
-2.76
13.30
9.93
15.31
12.49
CANARA ROBECO LARGE AND MID CAP FUND
0.77
-1.81
-2.82
-6.11
-2.32
-7.71
12.32
8.59
15.72
14.03
TRUSTMF LARGE & MIDCAP FUND
1.17
-2.07
-3.36
Whiteoak Capital Large & Mid Cap Fund
1.19
-1.50
-2.59
-5.99
-1.43
-3.90
Helios Large & Mid Cap Fund
1.31
-2.35
-4.60
-6.09
-2.26
-4.60
Samco Large & Mid Cap Fund
0.81
0.23
-1.25
-3.24
-4.83
-7.67
DSP Large & Mid Cap Fund
0.63
-1.28
-2.03
-6.72
-5.46
-7.64
13.03
10.13
15.35
13.54
The Wealth Company Large & Mid Cap Fund
1.26
-4.32
-6.03
-7.92
Abakkus Large & Mid Cap Fund
0.95
-2.92
-4.71
Edelweiss Large & Mid Cap Fund
1.13
-2.46
-3.43
-6.20
-4.34
-4.56
13.45
10.90
16.47
Navi Large & Midcap Fund
0.48
-3.22
-3.62
-6.51
-2.54
-4.41
9.63
8.29
14.23
12.57
Franklin India Large & Mid Cap Fund
0.78
-2.03
-4.44
-8.19
-5.21
-11.26
10.39
6.83
13.24
10.88
HDFC Large and Mid Cap Fund
0.88
-2.30
-3.90
-6.84
-3.92
-7.94
12.11
11.57
17.25
13.90
HSBC Large & Mid Cap Fund
1.85
-2.40
-3.50
-4.45
-0.05
1.20
16.95
12.31
17.23
ICICI Prudential Large & Mid Cap Fund
1.33
-2.82
-6.24
-9.88
-7.87
-10.33
13.14
11.84
17.51
14.29
Bandhan Large & Mid Cap Fund
0.96
-2.17
-3.64
-4.97
-4.05
-4.40
16.87
14.27
18.41
15.16
Invesco India Large & Mid Cap Fund
1.41
-2.12
-5.20
-7.41
1.61
-2.02
20.93
14.74
17.56
16.46
ITI Large & Mid Cap Fund
1.00
-3.60
-6.76
-5.06
-1.15
-5.30
JM Large & Mid Cap Fund
0.89
-2.81
-4.39
-5.17
-0.96
-5.06
Kotak Large & Midcap Fund
0.71
-2.16
-3.87
-7.46
-5.92
-7.22
12.46
11.67
16.55
14.34
LIC Mf Large & Mid Cap Fund
0.21
-4.12
-5.98
-9.54
-5.64
-9.95
11.60
8.60
14.20
13.11
Mahindra Manulife Large & Mid Cap Fund
1.11
-1.90
-3.61
-4.69
-0.45
-3.97
11.74
9.89
Mirae Asset Large & Midcap Fund
1.04
-2.04
-3.54
-6.86
-3.69
-6.88
11.33
8.53
16.17
15.00
motilal oswal large and midcap fund
1.16
-4.15
-5.66
-3.68
-1.52
-2.17
20.23
16.69
20.37
Quant Large & Mid Cap Fund
1.52
-2.17
-3.43
-5.85
0.95
1.94
14.49
13.57
19.09
14.86
Nippon India Vision Large & Mid Cap Fund
0.93
-2.37
-3.92
-7.18
-5.90
-8.12
13.54
10.59
15.64
12.17
SBI Large & Midcap Fund
0.62
-2.49
-4.00
-8.17
-5.93
-6.21
12.01
10.89
16.28
13.70
Sundaram Large And Midcap Fund
1.03
-3.82
-5.81
-7.17
-1.25
-4.62
12.83
9.51
14.03
13.78
Tata Large & Mid Cap Fund
0.70
-3.03
-5.46
-9.91
-6.95
-14.23
6.05
7.36
12.56
11.58
Union Large & Midcap Fund
1.07
-2.55
-4.42
-4.58
-0.54
-3.27
12.18
9.56
UTI Large & Mid Cap Fund
0.66
-1.79
-3.24
-6.29
-4.51
-5.18
14.27
11.73
17.63
13.34
PGIM India Large and Midcap Fund
0.65
-1.90
-3.13
-5.42
-1.51
-6.21
Axis Large & Mid Cap Fund
1.17
-2.15
-3.76
-4.57
-0.74
-2.21
14.38
10.39
17.55
Bajaj Finserv Large and Mid Cap Fund
0.98
-2.25
-4.73
-6.95
-4.50
-6.61