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
4.04 21.96 18.05 18.42 17.11 14.93 -17.72 -23.46 4.21 0.97 0.40 0.89
2
1.17 18.97 15.81 17.04 14.71 14.80 -17.21 -20.37 2.89 0.96 0.37 0.80
3
0.23 18.14 17.67 17.98 16.53 13.72 -14.19 -20.90 2.77 0.86 0.34 0.79
4
6.25 24.91 20.67 19.69 -24.27 -33.11 3.77 1.08 0.32 0.71
5
11.44 20.20 16.60 17.95 17.00 -22.22 -36.86 1.20 1.00 0.27 0.62
6
1.80 16.37 15.27 16.97 16.54 14.82 -18.20 -22.92 0.23 0.93 0.26 0.61
7
4.27 15.47 15.06 16.91 15.67 13.13 -13.76 -16.24 0.28 0.84 0.28 0.63
8
4.45 23.44 18.00 18.10 17.50 16.88 -17.47 -27.96 3.53 1.04 0.35 0.78
9
3.04 15.88 13.57 16.06 14.01 15.25 -21.20 -21.99 -0.91 0.95 0.25 0.53
10
0.89 17.91 15.34 15.72 13.66 14.89 -16.36 -22.61 1.52 0.95 0.31 0.71
11
-0.26 17.84 14.09 16.55 16.00 15.28 -16.82 -20.71 1.12 0.96 0.31 0.67
12
1.91 16.74 14.81 17.16 14.94 -17.90 -23.94 0.17 0.93 0.27 0.60
13
2.25 15.27 12.65 16.72 17.57 15.36 -19.17 -24.14 -2.27 0.99 0.22 0.47
14
4.88 15.95 14.47 18.84 13.88 -15.96 -20.97 1.42 0.87 0.30 0.69
15
-0.51 16.65 16.03 17.29 15.09 15.79 -18.35 -23.50 -0.30 1.03 0.28 0.60
16
-0.19 15.08 14.41 15.09 -19.48 -23.80 -1.78 0.95 0.23 0.49
17
1.80 14.50 13.67 14.65 15.35 15.40 -18.56 -24.71 -2.31 0.97 0.21 0.46
18
2.45 14.64 13.58 14.74 -17.98 -27.37 -1.79 0.91 0.21 0.47
19
-0.04 16.21 15.44 15.69 -18.88 -27.36 -1.46 0.99 0.23 0.51
20
0.56 13.12 9.43 12.66 12.56 15.35 -20.23 -26.35 -3.42 0.97 0.18 0.39
21
-3.77 15.89 13.35 15.33 15.87 16.30 -18.62 -24.44 -1.57 1.01 0.24 0.50
22
-3.04 14.01 11.31 13.24 12.22 14.50 -16.91 -24.95 -2.06 0.92 0.23 0.47
23
-4.62 13.59 12.24 15.47 16.02 14.99 -17.53 -24.61 -3.00 0.93 0.19 0.40
24
5.01 19.11 16.85 20.08 16.65 17.41 -24.53 -27.28 -3.53 1.04 0.19 0.38
25
1.72 12.25 12.96 14.35 14.75 15.88 -18.47 -22.70 -6.87 1.00 0.11 0.19
26
-6.79 9.80 11.24 13.80 13.61 15.20 -22.12 -21.46 -7.82 0.95 0.07 0.11

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
Nifty Large Midcap 250 Total Return Index
2.27
0.45
1.44
4.19
-3.17
0.78
15.93
13.91
16.33
15.77
14.59
Aditya Birla Sun Life Large & Mid Cap Fund
1.89
0.19
0.86
3.83
-1.71
-0.23
12.22
8.54
11.71
11.51
12.57
Baroda BNP Paribas Large & Mid Cap Fund
2.07
0.47
1.37
3.05
-3.60
-1.29
14.74
13.88
Bank of India Large & Mid Cap Fund
2.50
1.22
1.02
3.48
-1.81
1.67
14.54
12.33
14.77
12.71
11.62
CANARA ROBECO LARGE AND MID CAP FUND
1.92
0.24
0.18
3.69
-5.24
-5.60
12.42
11.02
14.19
14.69
16.91
Whiteoak Capital Large & Mid Cap Fund
1.66
0.19
1.53
4.72
-3.05
2.34
Helios Large & Mid Cap Fund
2.46
0.19
2.27
6.39
-2.26
5.25
Samco Large & Mid Cap Fund
1.25
-2.20
2.06
1.25
-2.84
DSP Large & Mid Cap Fund
2.00
1.38
1.82
2.32
-4.79
-1.30
16.65
12.97
15.42
14.84
14.00
Edelweiss Large & Mid Cap Fund
2.18
0.17
0.81
2.93
-3.17
0.49
15.08
13.09
15.39
Navi Large & Midcap Fund
2.22
0.80
1.92
6.05
-1.56
-0.08
10.18
10.84
12.18
12.65
Franklin India Large & Mid Cap Fund
2.03
0.89
0.73
3.23
-7.45
-3.71
13.19
10.50
12.38
11.37
12.22
HDFC Large and Mid Cap Fund
2.21
0.59
1.26
3.30
-4.18
-1.29
15.72
15.12
16.52
14.52
HSBC Large & Mid Cap Fund
2.16
-0.21
4.15
11.28
5.39
10.24
18.95
15.16
16.36
Icici Prudential Large & Mid Cap Fund
2.25
0.66
0.65
1.76
-5.00
-0.62
17.11
16.67
17.01
15.46
14.34
Bandhan Large & Mid Cap Fund
2.08
-0.22
0.15
4.36
-2.14
2.85
20.55
16.68
17.02
15.62
13.55
Invesco India Large & Mid Cap Fund
2.62
0.54
3.27
10.49
-0.05
3.28
22.03
16.59
16.68
15.97
14.80
ITI Large & Mid Cap Fund
2.40
0.80
1.77
7.74
-1.39
-3.92
JM Large & Mid Cap Fund
2.07
0.70
1.70
5.27
-3.45
Kotak Large & Midcap Fund
2.63
1.28
1.55
0.94
-3.40
0.75
15.12
13.98
15.66
15.19
14.42
Lic Mf Large & Mid Cap Fund
2.67
0.81
0.89
1.61
-4.62
-5.00
14.39
11.82
13.72
14.24
Mahindra Manulife Large & Mid Cap Fund
2.07
0.78
1.88
3.75
-2.52
-1.63
13.35
12.52
Mirae Asset Large & Midcap Fund
2.00
0.50
1.55
3.57
-4.56
1.31
14.21
11.58
15.59
16.49
18.72
motilal oswal large and midcap fund
2.55
-0.90
1.69
12.41
4.58
5.18
23.42
19.07
Quant Large & Mid Cap Fund
1.73
-1.27
4.16
15.68
4.73
3.73
17.58
15.13
18.65
15.60
15.22
Nippon India Vision Large & Mid Cap Fund
1.76
0.25
0.72
2.96
-3.59
0.22
17.24
14.72
15.11
13.02
12.00
SBI Large & Midcap Fund
1.98
0.64
1.74
2.22
-2.36
3.43
14.48
14.10
15.98
14.80
14.88
Sundaram Large And Midcap Fund
3.13
-0.06
1.93
3.42
-3.82
0.72
13.29
12.40
13.34
14.12
12.54
Tata Large & Mid Cap Fund
2.46
1.11
2.92
3.88
-6.92
-7.81
8.60
10.03
12.77
12.40
12.94
Union Large & Midcap Fund
2.16
0.55
1.47
4.17
-2.04
1.11
13.10
12.10
UTI Large & Mid Cap Fund
1.91
0.19
0.14
1.48
-4.32
0.25
17.94
14.91
16.23
13.97
13.08
PGIM India Large and Midcap Fund
1.88
0.68
0.93
2.85
-4.94
-3.33
Axis Large & Mid Cap Fund
2.15
2.62
6.13
-0.03
3.74
14.67
13.08
17.26
Bajaj Finserv Large and Mid Cap Fund
2.05
0.67
1.50
2.48
-4.69
-2.11

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
1.89
0.20
0.93
4.04
-1.31
0.56
13.12
9.43
12.66
12.56
Baroda BNP Paribas Large & Mid Cap Fund
2.07
0.49
1.48
3.37
-2.99
-0.04
16.21
15.44
Bank of India Large & Mid Cap Fund
2.50
1.25
1.13
3.81
-1.17
3.04
15.88
13.57
16.06
14.01
CANARA ROBECO LARGE AND MID CAP FUND
1.92
0.26
0.27
3.95
-4.76
-4.62
13.59
12.24
15.47
16.02
Whiteoak Capital Large & Mid Cap Fund
1.66
0.21
1.66
5.10
-2.35
3.86
Helios Large & Mid Cap Fund
2.49
0.27
2.40
6.83
-1.42
6.93
Samco Large & Mid Cap Fund
1.23
-2.16
2.14
1.57
-2.06
DSP Large & Mid Cap Fund
2.00
1.40
1.91
2.59
-4.29
-0.26
17.84
14.09
16.55
16.00
Edelweiss Large & Mid Cap Fund
2.18
0.20
0.93
3.28
-2.50
1.91
16.74
14.81
17.16
Navi Large & Midcap Fund
2.23
0.83
2.08
6.54
-0.67
1.72
12.25
12.96
14.35
14.75
Franklin India Large & Mid Cap Fund
2.03
0.90
0.79
3.40
-7.14
-3.04
14.01
11.31
13.24
12.22
HDFC Large and Mid Cap Fund
2.21
0.61
1.32
3.50
-3.81
-0.51
16.65
16.03
17.29
15.09
HSBC Large & Mid Cap Fund
2.16
-0.19
4.25
11.59
5.97
11.44
20.20
16.60
17.95
Icici Prudential Large & Mid Cap Fund
2.25
0.67
0.72
1.97
-4.60
0.23
18.14
17.67
17.98
16.53
Bandhan Large & Mid Cap Fund
2.09
-0.20
0.25
4.67
-1.58
4.04
21.96
18.05
18.42
17.11
Invesco India Large & Mid Cap Fund
2.62
0.56
3.36
10.80
0.51
4.45
23.44
18.00
18.10
17.50
ITI Large & Mid Cap Fund
2.40
0.83
1.90
8.17
-0.56
-2.34
JM Large & Mid Cap Fund
2.08
0.73
1.85
5.71
-2.63
Kotak Large & Midcap Fund
2.63
1.30
1.64
1.20
-2.90
1.80
16.37
15.27
16.97
16.54
Lic Mf Large & Mid Cap Fund
2.67
0.83
1.00
1.92
-4.02
-3.77
15.89
13.35
15.33
15.87
Mahindra Manulife Large & Mid Cap Fund
2.08
0.80
2.00
4.12
-1.83
-0.19
15.08
14.41
Mirae Asset Large & Midcap Fund
2.00
0.51
1.63
3.81
-4.12
2.25
15.27
12.65
16.72
17.57
motilal oswal large and midcap fund
2.55
-0.88
1.78
12.69
5.09
6.25
24.91
20.67
Quant Large & Mid Cap Fund
1.73
-1.24
4.27
16.04
5.36
5.01
19.11
16.85
20.08
16.65
Nippon India Vision Large & Mid Cap Fund
1.76
0.26
0.78
3.13
-3.25
0.89
17.91
15.34
15.72
13.66
SBI Large & Midcap Fund
1.99
0.66
1.80
2.42
-1.97
4.27
15.47
15.06
16.91
15.67
Sundaram Large And Midcap Fund
3.13
-0.04
2.02
3.69
-3.30
1.80
14.50
13.67
14.65
15.35
Tata Large & Mid Cap Fund
2.46
1.13
3.02
4.16
-6.42
-6.79
9.80
11.24
13.80
13.61
Union Large & Midcap Fund
2.22
0.58
1.58
4.54
-1.39
2.45
14.64
13.58
UTI Large & Mid Cap Fund
1.91
0.21
0.22
1.71
-3.87
1.17
18.97
15.81
17.04
14.71
PGIM India Large and Midcap Fund
1.89
0.65
1.14
3.24
-4.17
-1.66
Axis Large & Mid Cap Fund
2.15
2.72
6.42
0.52
4.88
15.95
14.47
18.84
Bajaj Finserv Large and Mid Cap Fund
2.05
0.70
1.62
2.85
-4.02
-0.73
Nifty Large Midcap 250 Total Return Index
2.27
0.45
1.44
4.19
-3.17
0.78
15.93
13.91
16.33
15.77
14.59