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
10.47 21.21 24.78 19.91 17.52 11.68 -14.19 -12.26 5.56 0.81 0.63 1.25
2
6.69 24.28 22.58 19.26 18.07 14.69 -17.47 -22.97 5.07 1.00 0.56 1.19
3
6.66 23.86 24.07 19.53 18.09 13.31 -17.72 -20.09 4.81 0.96 0.62 1.25
4
-0.20 25.71 25.82 18.31 -24.27 -21.39 6.09 1.12 0.50 1.12
5
3.70 20.49 21.22 17.29 14.27 12.95 -16.36 -17.49 3.00 0.91 0.52 1.08
6
4.11 19.82 23.57 19.03 15.78 13.87 -18.35 -17.86 1.24 1.01 0.50 1.00
8
4.59 21.71 23.50 18.22 15.45 13.33 -17.21 -15.48 2.73 0.96 0.55 1.09
9
5.23 16.97 18.66 15.26 13.40 13.18 -16.91 -14.82 -0.52 0.94 0.42 0.84
10
7.01 17.24 21.44 18.17 16.21 11.29 -13.76 -12.69 1.14 0.80 0.46 0.90
11
3.60 19.39 20.77 19.03 17.31 12.77 -18.20 -20.11 1.75 0.88 0.45 0.96
12
5.84 17.26 19.38 19.03 18.68 13.57 -19.17 -19.23 -1.18 0.97 0.39 0.81
13
4.07 20.28 20.89 18.53 16.92 13.47 -16.82 -16.58 1.65 0.94 0.51 0.97
14
-3.06 20.08 20.25 15.67 -22.22 -21.04 0.84 1.00 0.36 0.86
15
2.26 16.44 19.38 16.35 15.81 13.49 -18.56 -18.44 -1.75 0.93 0.35 0.73
16
1.78 18.58 21.00 18.82 13.65 -17.90 -18.55 -0.71 0.94 0.38 0.80
17
2.34 15.93 18.59 13.29 -17.98 -22.05 -2.00 0.90 0.31 0.67
18
-0.20 16.31 18.55 17.73 16.64 13.51 -17.53 -20.48 -1.83 0.93 0.34 0.71
19
-1.61 18.36 20.84 14.07 -18.88 -20.67 -0.62 0.97 0.39 0.82
20
1.46 16.79 18.96 17.01 14.41 14.34 -21.20 -17.23 -2.62 1.00 0.35 0.70
21
1.79 16.77 21.37 13.93 -19.48 -20.62 -2.81 0.98 0.33 0.69
22
-0.94 17.10 18.70 17.06 16.72 14.93 -18.62 -17.68 -2.95 1.01 0.34 0.67
23
1.34 14.19 14.76 14.02 13.41 13.97 -20.23 -21.20 -4.61 0.98 0.27 0.56
24
-1.13 13.04 17.55 16.43 14.56 12.54 -18.02 -15.53 -2.97 0.87 0.30 0.60
25
0.99 13.71 19.12 16.42 13.96 -18.47 -17.78 -5.91 0.97 0.23 0.47
26
-2.84 15.59 21.82 19.22 17.07 16.29 -23.39 -16.85 -4.73 1.11 0.31 0.62

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 Equity Advantage Fund
-0.44
-0.84
-0.85
2.25
2.85
0.56
13.27
13.82
13.06
12.34
11.74
Baroda BNP Paribas Large & Mid Cap Fund
-0.88
-1.25
-0.63
3.80
3.24
-2.86
16.84
19.10
Bank of India Large & Mid Cap Equity Fund
-0.70
-0.75
1.02
5.45
4.85
0.18
15.52
17.70
15.72
13.12
11.13
Canara Robeco Emerging Equities
-0.76
-0.98
-1.53
-1.40
1.04
-1.23
15.10
17.24
16.42
15.30
17.23
Whiteoak Capital Large & Mid Cap Fund
-0.60
-0.92
0.44
4.64
6.63
5.03
Dsp Equity Opportunities Fund
0.04
-0.51
1.12
5.44
4.45
3.00
19.09
19.71
17.39
15.77
13.71
Edelweiss Large & Mid Cap Fund
-0.70
-1.01
0.73
4.17
4.62
0.36
16.86
19.16
17.01
Navi Large & Midcap Fund
-0.44
-1.09
-0.60
3.57
2.48
-0.85
11.60
16.84
14.19
Franklin India Equity Advantage Fund
-0.13
-0.30
0.25
2.74
5.27
4.48
16.10
17.79
14.38
12.53
12.29
HDFC Large and Mid Cap Fund
-0.56
-1.00
-0.74
3.79
4.98
3.31
18.85
22.63
18.29
15.24
HSBC Large & Mid Cap Fund
-1.23
-2.10
-1.25
1.07
4.57
-4.09
18.83
18.69
Icici Prudential Large & Mid Cap Fund
-0.45
-0.78
0.51
4.80
5.94
9.51
20.16
23.73
18.92
16.44
14.27
Bandhan Core Equity Fund
-0.38
-0.74
0.08
4.79
6.84
5.42
22.43
22.62
18.12
16.54
12.92
Invesco India Large & Mid Cap Fund
-0.87
-1.85
-0.90
0.88
5.59
5.50
22.83
21.08
17.82
16.49
14.32
Kotak Equity Opportunities Fund
-0.46
-1.14
0.12
4.05
5.18
2.53
18.08
19.38
17.69
15.92
13.91
Lic Mf Large & Mid Cap Fund
-0.56
-1.24
-1.32
1.74
0.69
-2.24
15.59
17.05
15.43
15.08
Mahindra Manulife Large & Mid Cap Fund
-0.65
-1.00
-1.21
3.20
2.34
0.30
14.94
19.30
Mirae Asset Large & Midcap Fund
-0.11
-0.69
0.42
5.36
7.46
4.87
16.16
18.23
17.86
17.60
19.22
motilal oswal large and midcap fund
-2.15
-2.46
-3.83
0.71
0.62
-1.30
24.11
24.06
Quant Large & Mid Cap Fund
-0.71
-1.58
-1.15
3.69
-0.89
-4.06
13.96
19.99
17.85
16.09
14.29
Nippon India Vision Fund
-0.86
-1.18
-0.05
2.61
4.63
3.08
19.84
20.59
16.67
13.62
11.60
Sbi Large And Midcap Fund
-0.49
-0.82
0.99
4.22
7.40
6.12
16.22
20.43
17.25
15.35
14.07
Sundaram Large And Midcap Fund
-0.56
-1.14
-0.58
3.98
6.09
1.21
15.19
18.04
15.04
14.61
12.63
Tata Large & Mid Cap Fund
-1.01
-1.05
-1.78
1.21
0.50
-2.25
11.80
16.27
15.34
13.31
12.77
Union Large & Midcap Fund
-0.69
-1.10
-0.99
1.25
3.88
0.93
14.34
17.08
UTI Large & Mid Cap Fund
-0.19
-0.55
1.51
5.62
6.16
3.64
20.72
22.60
17.44
14.73
12.87
PGIM India Large and Midcap Fund
-0.47
-1.10
-0.47
0.48
2.95
3.20
Bajaj Finserv Large and Mid Cap Fund
-0.43
-0.93
0.27
3.59
3.58
2.56
Nifty Large Midcap 250 Total Return Index
-0.53
-1.02
0.54
4.78
4.98
4.73
17.87
20.35
17.75
16.45
14.09

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Advantage Fund
-0.44
-0.83
-0.78
2.45
3.26
1.34
14.19
14.76
14.02
13.41
Baroda BNP Paribas Large & Mid Cap Fund
-0.87
-1.23
-0.53
4.13
3.90
-1.61
18.36
20.84
Bank of India Large & Mid Cap Equity Fund
-0.70
-0.73
1.15
5.84
5.56
1.46
16.79
18.96
17.01
14.41
Canara Robeco Emerging Equities
-0.75
-0.96
-1.45
-1.15
1.57
-0.20
16.31
18.55
17.73
16.64
Whiteoak Capital Large & Mid Cap Fund
-0.59
-0.90
0.55
5.02
7.43
6.65
Dsp Equity Opportunities Fund
0.05
-0.49
1.21
5.73
5.01
4.07
20.28
20.89
18.53
16.92
Edelweiss Large & Mid Cap Fund
-0.69
-0.98
0.85
4.54
5.36
1.78
18.58
21.00
18.82
Navi Large & Midcap Fund
-0.43
-1.06
-0.45
4.01
3.40
0.99
13.71
19.12
16.42
Franklin India Equity Advantage Fund
-0.13
-0.29
0.31
2.93
5.65
5.23
16.97
18.66
15.26
13.40
HDFC Large and Mid Cap Fund
-0.56
-0.98
-0.68
3.99
5.40
4.11
19.82
23.57
19.03
15.78
HSBC Large & Mid Cap Fund
-1.22
-2.08
-1.16
1.34
5.13
-3.06
20.08
20.25
Icici Prudential Large & Mid Cap Fund
-0.45
-0.77
0.58
5.03
6.40
10.47
21.21
24.78
19.91
17.52
Bandhan Core Equity Fund
-0.38
-0.71
0.17
5.09
7.46
6.66
23.86
24.07
19.53
18.09
Invesco India Large & Mid Cap Fund
-0.87
-1.83
-0.82
1.17
6.19
6.69
24.28
22.58
19.26
18.07
Kotak Equity Opportunities Fund
-0.45
-1.12
0.21
4.32
5.73
3.60
19.39
20.77
19.03
17.31
Lic Mf Large & Mid Cap Fund
-0.55
-1.21
-1.21
2.08
1.36
-0.94
17.10
18.70
17.06
16.72
Mahindra Manulife Large & Mid Cap Fund
-0.64
-0.97
-1.09
3.58
3.10
1.79
16.77
21.37
Mirae Asset Large & Midcap Fund
-0.11
-0.67
0.50
5.60
7.96
5.84
17.26
19.38
19.03
18.68
motilal oswal large and midcap fund
-2.15
-2.44
-3.75
0.96
1.14
-0.20
25.71
25.82
Quant Large & Mid Cap Fund
-0.70
-1.56
-1.02
4.03
-0.26
-2.84
15.59
21.82
19.22
17.07
Nippon India Vision Fund
-0.86
-1.17
0.01
2.78
4.96
3.70
20.49
21.22
17.29
14.27
Sbi Large And Midcap Fund
-0.49
-0.80
1.05
4.43
7.84
7.01
17.24
21.44
18.17
16.21
Sundaram Large And Midcap Fund
-0.56
-1.12
-0.50
4.25
6.64
2.26
16.44
19.38
16.35
15.81
Tata Large & Mid Cap Fund
-1.00
-1.03
-1.69
1.49
1.06
-1.13
13.04
17.55
16.43
14.56
Union Large & Midcap Fund
-0.67
-1.06
-0.85
1.63
4.60
2.34
15.93
18.59
UTI Large & Mid Cap Fund
-0.19
-0.54
1.59
5.87
6.64
4.59
21.71
23.50
18.22
15.45
PGIM India Large and Midcap Fund
-0.46
-1.07
-0.31
0.85
3.76
5.02
Bajaj Finserv Large and Mid Cap Fund
-0.42
-0.91
0.38
3.96
4.31
4.03
Nifty Large Midcap 250 Total Return Index
-0.53
-1.02
0.54
4.78
4.98
4.73
17.87
20.35
17.75
16.45
14.09