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
9.03 22.37 17.56 20.20 17.44 18.35 -17.47 -27.96 6.94 1.07 0.43 0.91
2
4.70 17.32 16.90 20.24 16.14 15.85 -17.72 -23.46 3.60 1.01 0.40 0.82
3
11.60 17.36 14.93 19.59 18.13 -22.22 -36.87 2.59 1.05 0.31 0.68
4
12.98 22.60 19.20 21.23 -24.27 -33.12 2.16 1.25 0.37 0.76
5
2.20 14.95 16.39 19.71 15.51 14.26 -14.19 -20.90 3.07 0.82 0.33 0.72
6
2.63 14.24 14.10 18.53 14.07 15.20 -17.21 -20.37 2.10 0.94 0.33 0.70
7
7.05 14.96 12.51 19.77 14.13 -15.96 -20.97 0.25 0.83 0.28 0.62
8
1.70 11.61 13.49 18.07 14.58 13.46 -13.76 -16.24 2.07 0.77 0.27 0.59
9
0.62 13.69 13.05 17.67 12.99 15.48 -16.36 -22.61 1.29 0.94 0.31 0.67
10
11.58 14.19 16.07 20.98 16.04 19.66 -24.53 -27.28 -2.79 1.25 0.29 0.54
11
2.66 12.69 13.30 18.52 15.38 15.40 -18.20 -22.92 0.80 0.88 0.26 0.57
12
-0.56 12.60 11.76 17.29 14.41 15.60 -16.82 -20.71 2.31 0.90 0.30 0.62
13
8.09 13.15 12.05 17.50 13.58 15.80 -21.20 -22.00 -1.95 0.99 0.26 0.53
14
10.68 14.44 12.54 17.51 15.45 15.91 -18.56 -24.71 -0.55 0.92 0.23 0.50
15
5.31 13.86 13.41 18.86 15.48 -17.90 -23.94 -0.84 0.93 0.26 0.55
16
3.81 11.42 10.83 18.11 16.57 15.99 -19.17 -24.14 -0.74 0.98 0.23 0.48
17
1.57 12.16 14.72 19.02 14.66 16.25 -18.35 -23.50 0.26 1.00 0.26 0.54
18
5.82 12.39 12.03 15.25 -17.98 -27.37 -1.06 0.89 0.21 0.46
19
3.88 13.03 12.61 16.15 -18.88 -27.36 -1.25 0.98 0.23 0.48
20
2.46 13.27 11.69 16.77 14.98 16.71 -18.62 -24.44 -0.61 0.98 0.25 0.51
21
5.98 10.65 7.84 15.15 11.56 16.01 -20.23 -26.35 -3.06 0.97 0.19 0.38
22
6.09 12.03 13.41 15.30 -19.48 -23.80 -1.63 0.93 0.20 0.42
23
-1.63 10.92 10.30 15.02 11.77 14.84 -16.91 -24.95 -2.25 0.93 0.21 0.42
24
-1.40 12.01 10.64 17.97 15.34 15.89 -17.53 -24.61 -3.36 0.97 0.21 0.41
25
5.04 9.39 11.05 16.08 13.83 16.86 -18.47 -22.70 -3.81 1.01 0.12 0.22
26
-4.69 6.43 9.48 14.71 12.62 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
-0.51
-1.50
-2.33
7.72
9.10
5.16
9.77
6.96
14.18
10.53
13.60
Baroda BNP Paribas Large & Mid Cap Fund
-0.37
-1.31
-2.53
5.45
5.82
2.58
11.61
11.11
Bank of India Large & Mid Cap Fund
-0.03
-1.22
-1.85
6.23
6.67
6.66
11.82
10.82
16.20
12.29
12.55
CANARA ROBECO LARGE AND MID CAP FUND
-0.35
-1.35
-2.60
7.96
9.15
-2.40
10.86
9.46
16.66
14.03
17.88
TRUSTMF LARGE & MIDCAP FUND
-0.39
-0.68
-0.88
Whiteoak Capital Large & Mid Cap Fund
-0.40
-1.48
-2.74
6.12
8.57
4.46
Helios Large & Mid Cap Fund
0.00
-0.09
-0.70
7.29
10.64
5.40
Samco Large & Mid Cap Fund
-0.11
0.11
-1.78
0.11
-0.11
-6.18
DSP Large & Mid Cap Fund
-0.32
-2.18
-3.83
1.46
1.09
-1.60
11.45
10.66
16.15
13.26
14.59
The Wealth Company Large & Mid Cap Fund
-0.35
-1.50
-2.00
Abakkus Large & Mid Cap Fund
-0.56
-1.21
-1.82
Edelweiss Large & Mid Cap Fund
-0.32
-1.32
-2.03
6.31
6.85
3.86
12.25
11.72
17.07
Navi Large & Midcap Fund
-0.45
-1.71
-2.64
5.20
8.30
3.16
7.36
8.97
13.88
11.74
Franklin India Large & Mid Cap Fund
-0.46
-2.07
-3.40
5.69
6.22
-2.30
10.14
9.50
14.14
10.92
13.33
HDFC Large and Mid Cap Fund
-0.39
-1.57
-2.98
5.58
5.92
0.80
11.27
13.82
18.21
14.07
HSBC Large & Mid Cap Fund
-0.01
-0.20
-0.23
7.17
16.19
10.39
16.13
13.54
17.99
ICICI Prudential Large & Mid Cap Fund
-1.00
-1.95
-3.99
5.80
4.15
1.36
13.95
15.40
18.73
14.46
15.48
Bandhan Large & Mid Cap Fund
-0.09
-1.21
-1.51
5.02
7.06
3.51
15.97
15.54
18.83
14.68
14.53
Invesco India Large & Mid Cap Fund
-0.39
-0.62
-1.35
11.29
18.39
7.81
20.98
16.16
18.76
15.93
16.10
ITI Large & Mid Cap Fund
-0.08
1.00
2.04
11.12
16.13
6.45
JM Large & Mid Cap Fund
-0.19
-1.36
-1.84
8.45
10.95
3.20
Kotak Large & Midcap Fund
-0.21
-1.55
-3.01
4.91
2.76
1.62
11.50
12.04
17.19
14.05
15.26
LIC Mf Large & Mid Cap Fund
-0.37
-0.81
-2.10
8.32
6.53
1.17
11.81
10.20
15.13
13.35
Mahindra Manulife Large & Mid Cap Fund
-0.33
-0.65
-0.58
8.54
9.70
4.59
10.36
11.56
Mirae Asset Large & Midcap Fund
-0.54
-1.61
-2.90
5.49
6.48
2.86
10.39
9.78
16.96
15.50
19.44
motilal oswal large and midcap fund
0.60
1.55
3.03
11.60
21.79
11.87
21.18
17.67
Quant Large & Mid Cap Fund
-0.30
-0.54
-3.05
3.99
18.91
10.21
12.76
14.39
19.49
14.96
16.16
Nippon India Vision Large & Mid Cap Fund
-0.35
-1.44
-3.49
3.92
4.52
-0.07
13.02
12.43
17.04
12.35
12.90
SBI Large & Midcap Fund
-0.30
-1.74
-4.72
2.42
2.01
0.88
10.66
12.54
17.13
13.71
15.43
Sundaram Large And Midcap Fund
-0.04
-0.07
-0.78
14.41
13.74
9.52
13.23
11.31
16.16
14.21
14.00
Tata Large & Mid Cap Fund
-0.53
-1.47
-3.57
3.11
3.48
-5.73
5.26
8.28
13.68
11.43
13.49
Union Large & Midcap Fund
-0.26
-0.73
-1.35
8.66
10.11
4.51
10.89
10.58
UTI Large & Mid Cap Fund
-0.19
-1.73
-3.11
4.15
3.20
1.70
13.23
13.20
17.71
13.33
13.70
PGIM India Large and Midcap Fund
-0.32
-1.02
-2.41
7.44
7.62
0.00
Axis Large & Mid Cap Fund
-0.06
-0.71
-1.44
7.10
10.42
5.89
13.71
11.17
18.21
Bajaj Finserv Large and Mid Cap Fund
-0.63
-1.70
-3.58
4.56
4.79
0.06
Nifty Large Midcap 250 Total Return Index
-0.31
-1.63
-3.36
3.90
5.31
1.76
11.43
12.23
17.88
14.72
15.46

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Large Midcap 250 Total Return Index
-0.31
-1.63
-3.36
3.90
5.31
1.76
11.43
12.23
17.88
14.72
15.46
Aditya Birla Sun Life Large & Mid Cap Fund
-0.51
-1.49
-2.27
7.92
9.53
5.98
10.65
7.84
15.15
11.56
Baroda BNP Paribas Large & Mid Cap Fund
-0.37
-1.29
-2.43
5.79
6.50
3.88
13.03
12.61
Bank of India Large & Mid Cap Fund
-0.03
-1.24
-1.78
6.55
7.33
8.09
13.15
12.05
17.50
13.58
CANARA ROBECO LARGE AND MID CAP FUND
-0.35
-1.34
-2.52
8.24
9.71
-1.40
12.01
10.64
17.97
15.34
TRUSTMF LARGE & MIDCAP FUND
-0.29
-0.68
-0.68
Whiteoak Capital Large & Mid Cap Fund
-0.38
-1.44
-2.61
6.52
9.38
6.00
Helios Large & Mid Cap Fund
0.00
0.00
-0.51
7.75
11.56
7.16
Samco Large & Mid Cap Fund
0.00
0.22
-1.64
0.56
0.67
-4.67
DSP Large & Mid Cap Fund
-0.32
-2.16
-3.75
1.73
1.62
-0.56
12.60
11.76
17.29
14.41
The Wealth Company Large & Mid Cap Fund
-0.35
-1.46
-1.83
Abakkus Large & Mid Cap Fund
-0.55
-1.18
-1.69
Edelweiss Large & Mid Cap Fund
-0.32
-1.29
-1.92
6.68
7.58
5.31
13.86
13.41
18.86
Navi Large & Midcap Fund
-0.45
-1.68
-2.48
5.70
9.33
5.04
9.39
11.05
16.08
13.83
Franklin India Large & Mid Cap Fund
-0.46
-2.06
-3.35
5.87
6.57
-1.63
10.92
10.30
15.02
11.77
HDFC Large and Mid Cap Fund
-0.38
-1.56
-2.92
5.77
6.31
1.57
12.16
14.72
19.02
14.66
HSBC Large & Mid Cap Fund
-0.01
-0.18
-0.13
7.46
16.83
11.60
17.36
14.93
19.59
ICICI Prudential Large & Mid Cap Fund
-1.00
-1.93
-3.92
6.00
4.57
2.20
14.95
16.39
19.71
15.51
Bandhan Large & Mid Cap Fund
-0.09
-1.18
-1.41
5.32
7.68
4.70
17.32
16.90
20.24
16.14
Invesco India Large & Mid Cap Fund
-0.38
-0.60
-1.26
11.59
19.05
9.03
22.37
17.56
20.20
17.44
ITI Large & Mid Cap Fund
-0.08
1.03
2.18
11.56
17.06
8.19
JM Large & Mid Cap Fund
-0.18
-1.32
-1.70
8.90
11.88
4.97
Kotak Large & Midcap Fund
-0.20
-1.53
-2.93
5.17
3.29
2.66
12.69
13.30
18.52
15.38
LIC Mf Large & Mid Cap Fund
-0.36
-0.79
-1.99
8.65
7.18
2.46
13.27
11.69
16.77
14.98
Mahindra Manulife Large & Mid Cap Fund
-0.32
-0.62
-0.47
8.92
10.48
6.09
12.03
13.41
Mirae Asset Large & Midcap Fund
-0.54
-1.59
-2.83
5.73
6.97
3.81
11.42
10.83
18.11
16.57
motilal oswal large and midcap fund
0.60
1.56
3.11
11.87
22.39
12.98
22.60
19.20
Quant Large & Mid Cap Fund
-0.29
-0.52
-2.95
4.31
19.65
11.58
14.19
16.07
20.98
16.04
Nippon India Vision Large & Mid Cap Fund
-0.35
-1.43
-3.43
4.10
4.89
0.62
13.69
13.05
17.67
12.99
SBI Large & Midcap Fund
-0.30
-1.73
-4.66
2.63
2.41
1.70
11.61
13.49
18.07
14.58
Sundaram Large And Midcap Fund
-0.03
-0.05
-0.69
14.70
14.34
10.68
14.44
12.54
17.51
15.45
Tata Large & Mid Cap Fund
-0.52
-1.45
-3.48
3.39
4.04
-4.69
6.43
9.48
14.71
12.62
Union Large & Midcap Fund
-0.27
-0.71
-1.24
9.03
10.79
5.82
12.39
12.03
UTI Large & Mid Cap Fund
-0.19
-1.72
-3.04
4.38
3.65
2.63
14.24
14.10
18.53
14.07
PGIM India Large and Midcap Fund
-0.38
-0.98
-2.30
7.88
8.51
1.70
Axis Large & Mid Cap Fund
-0.03
-0.69
-1.37
7.37
10.99
7.05
14.96
12.51
19.77
Bajaj Finserv Large and Mid Cap Fund
-0.63
-1.67
-3.47
4.92
5.54
1.47