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
9.47 24.45 18.86 20.40 17.59 18.35 -17.47 -27.96 6.94 1.07 0.43 0.91
2
6.23 19.49 17.91 19.78 16.43 15.85 -17.72 -23.46 3.60 1.01 0.40 0.82
3
12.20 18.65 16.14 18.91 18.13 -22.22 -36.87 2.59 1.05 0.31 0.68
4
6.36 22.34 19.18 21.23 -24.27 -33.12 2.16 1.25 0.37 0.76
5
6.17 17.04 18.25 19.69 15.90 14.26 -14.19 -20.90 3.07 0.82 0.33 0.72
6
4.62 16.70 15.52 18.44 14.29 15.20 -17.21 -20.37 2.10 0.94 0.33 0.70
7
7.19 16.06 13.80 19.21 14.13 -15.96 -20.97 0.25 0.83 0.28 0.62
8
5.55 14.25 14.90 18.19 15.14 13.46 -13.76 -16.24 2.07 0.77 0.27 0.59
9
3.87 16.31 15.22 17.54 13.35 15.48 -16.36 -22.61 1.29 0.94 0.31 0.67
10
10.07 16.28 17.40 21.48 16.33 19.66 -24.53 -27.28 -2.79 1.25 0.29 0.54
11
4.90 15.10 15.34 18.55 15.82 15.40 -18.20 -22.92 0.80 0.88 0.26 0.57
12
2.91 15.92 13.61 17.81 15.01 15.60 -16.82 -20.71 2.31 0.90 0.30 0.62
13
8.35 15.17 13.40 17.69 13.62 15.80 -21.20 -22.00 -1.95 0.99 0.26 0.53
14
9.76 15.22 14.26 16.97 15.34 15.91 -18.56 -24.71 -0.55 0.92 0.23 0.50
15
6.20 15.78 14.76 18.57 15.48 -17.90 -23.94 -0.84 0.93 0.26 0.55
16
6.02 13.91 12.72 18.26 17.11 15.99 -19.17 -24.14 -0.74 0.98 0.23 0.48
17
3.09 14.72 16.40 18.73 14.81 16.25 -18.35 -23.50 0.26 1.00 0.26 0.54
18
5.92 13.46 13.75 15.25 -17.98 -27.37 -1.06 0.89 0.21 0.46
19
4.01 15.19 15.11 16.15 -18.88 -27.36 -1.25 0.98 0.23 0.48
20
2.85 15.53 13.83 16.96 15.39 16.71 -18.62 -24.44 -0.61 0.98 0.25 0.51
21
5.95 12.57 9.89 14.70 11.76 16.01 -20.23 -26.35 -3.06 0.97 0.19 0.38
22
3.79 13.56 14.73 15.30 -19.48 -23.80 -1.63 0.93 0.20 0.42
23
1.48 12.92 11.84 15.03 12.10 14.84 -16.91 -24.95 -2.25 0.93 0.21 0.42
24
1.04 13.53 12.60 17.74 15.69 15.89 -17.53 -24.61 -3.36 0.97 0.21 0.41
25
5.91 11.20 13.16 15.97 14.20 16.86 -18.47 -22.70 -3.81 1.01 0.12 0.22
26
-4.03 8.56 11.71 14.83 13.11 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
-0.13
-0.66
1.53
3.11
4.04
5.12
11.68
8.99
13.73
10.73
12.83
Nifty Large Midcap 250 Total Return Index
-0.08
-0.89
0.84
2.20
2.17
4.18
14.26
14.42
17.99
15.12
14.74
Baroda BNP Paribas Large & Mid Cap Fund
-0.20
-1.24
1.07
3.38
1.53
2.71
13.73
13.57
Bank of India Large & Mid Cap Fund
-0.13
-1.01
0.27
2.34
2.98
6.89
13.82
12.15
16.38
12.33
11.82
CANARA ROBECO LARGE AND MID CAP FUND
-0.23
-0.44
2.45
3.84
4.99
0.01
12.37
11.38
16.43
14.37
17.17
Whiteoak Capital Large & Mid Cap Fund
0.28
-0.67
2.57
4.91
4.09
6.61
Helios Large & Mid Cap Fund
-0.54
-2.11
0.18
3.35
4.81
5.80
Samco Large & Mid Cap Fund
-1.25
-2.03
-3.55
-3.01
-4.19
-10.23
DSP Large & Mid Cap Fund
0.18
-0.62
0.50
1.79
-1.52
1.83
14.74
12.48
16.66
13.87
14.14
The Wealth Company Large & Mid Cap Fund
-0.20
-0.88
0.57
Edelweiss Large & Mid Cap Fund
-0.02
-0.72
0.92
1.94
1.78
4.73
14.14
13.04
16.77
Navi Large & Midcap Fund
-0.17
-0.27
0.71
3.88
5.39
4.03
9.16
11.04
13.78
12.10
Franklin India Large & Mid Cap Fund
0.26
-0.59
2.55
3.87
1.93
0.79
12.13
11.03
14.15
11.25
12.60
HDFC Large and Mid Cap Fund
-0.03
-1.08
1.20
3.34
1.91
2.29
13.81
15.48
17.94
14.23
HSBC Large & Mid Cap Fund
-0.49
-1.70
-1.23
3.24
8.92
10.98
17.41
14.72
17.31
ICICI Prudential Large & Mid Cap Fund
-0.19
-0.92
2.51
2.58
1.46
5.28
16.02
17.25
18.71
14.84
14.62
Bandhan Large & Mid Cap Fund
-0.08
-0.68
0.34
0.62
2.76
5.02
18.11
16.54
18.37
14.96
13.75
Invesco India Large & Mid Cap Fund
-0.10
-0.79
1.53
10.16
15.09
8.24
23.04
17.44
18.96
16.06
15.33
ITI Large & Mid Cap Fund
-0.55
-1.97
0.44
3.39
6.51
1.60
JM Large & Mid Cap Fund
0.27
-0.91
1.71
4.49
4.51
Kotak Large & Midcap Fund
-0.22
-1.69
1.07
1.81
0.63
3.83
13.88
14.05
17.22
14.48
14.65
LIC Mf Large & Mid Cap Fund
-0.07
-1.14
0.80
4.72
3.76
1.54
14.03
12.30
15.33
13.76
Mahindra Manulife Large & Mid Cap Fund
-0.08
-0.85
2.23
4.37
2.22
2.31
11.86
12.84
Mirae Asset Large & Midcap Fund
0.18
-0.75
1.28
3.76
2.92
5.05
12.85
11.65
17.11
16.03
18.93
motilal oswal large and midcap fund
-1.12
-2.39
-1.35
0.94
11.02
5.30
20.90
17.62
Quant Large & Mid Cap Fund
-0.54
-1.99
-0.09
5.58
17.44
8.73
14.80
15.68
20.01
15.26
15.33
Nippon India Vision Large & Mid Cap Fund
0.11
-0.43
0.75
1.64
2.12
3.17
15.64
14.60
16.91
12.70
12.12
SBI Large & Midcap Fund
-0.09
-1.03
0.58
2.71
1.19
4.70
13.27
13.94
17.24
14.27
14.97
Sundaram Large And Midcap Fund
1.00
0.50
3.21
7.62
7.21
8.59
14.00
13.00
15.63
14.11
12.96
Tata Large & Mid Cap Fund
-0.34
-1.39
0.82
3.15
1.26
-5.07
7.37
10.49
13.80
11.91
13.04
Union Large & Midcap Fund
-0.57
-1.79
0.23
3.69
4.19
4.56
11.93
12.27
UTI Large & Mid Cap Fund
-0.39
-1.22
0.33
1.56
-0.02
3.67
15.68
14.62
17.62
13.55
13.27
PGIM India Large and Midcap Fund
0.16
-0.40
2.61
4.14
4.23
1.13
Axis Large & Mid Cap Fund
-0.18
-1.33
0.29
4.02
5.01
6.06
14.79
12.44
17.65
Bajaj Finserv Large and Mid Cap Fund
-0.23
-1.40
0.48
2.63
0.91
1.43

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
-0.13
-0.65
1.59
3.30
4.44
5.95
12.57
9.89
14.70
11.76
Nifty Large Midcap 250 Total Return Index
-0.08
-0.89
0.84
2.20
2.17
4.18
14.26
14.42
17.99
15.12
14.74
Baroda BNP Paribas Large & Mid Cap Fund
-0.19
-1.22
1.18
3.70
2.17
4.01
15.19
15.11
Bank of India Large & Mid Cap Fund
-0.13
-0.98
0.38
2.67
3.64
8.35
15.17
13.40
17.69
13.62
CANARA ROBECO LARGE AND MID CAP FUND
-0.23
-0.42
2.53
4.10
5.53
1.04
13.53
12.60
17.74
15.69
Whiteoak Capital Large & Mid Cap Fund
0.28
-0.64
2.69
5.30
4.84
8.17
Helios Large & Mid Cap Fund
-0.44
-2.14
0.26
3.81
5.63
7.62
Samco Large & Mid Cap Fund
-1.34
-2.10
-3.49
-2.64
-3.39
-8.77
DSP Large & Mid Cap Fund
0.19
-0.60
0.59
2.05
-1.02
2.91
15.92
13.61
17.81
15.01
The Wealth Company Large & Mid Cap Fund
-0.19
-0.84
0.73
Edelweiss Large & Mid Cap Fund
-0.02
-0.69
1.03
2.28
2.47
6.20
15.78
14.76
18.57
Navi Large & Midcap Fund
-0.17
-0.23
0.86
4.37
6.36
5.91
11.20
13.16
15.97
14.20
Franklin India Large & Mid Cap Fund
0.27
-0.58
2.61
4.04
2.26
1.48
12.92
11.84
15.03
12.10
HDFC Large and Mid Cap Fund
-0.02
-1.07
1.26
3.53
2.29
3.09
14.72
16.40
18.73
14.81
HSBC Large & Mid Cap Fund
-0.49
-1.68
-1.14
3.52
9.51
12.20
18.65
16.14
18.91
ICICI Prudential Large & Mid Cap Fund
-0.19
-0.91
2.58
2.78
1.87
6.17
17.04
18.25
19.69
15.90
Bandhan Large & Mid Cap Fund
-0.08
-0.66
0.43
0.91
3.34
6.23
19.49
17.91
19.78
16.43
Invesco India Large & Mid Cap Fund
-0.09
-0.77
1.62
10.45
15.74
9.47
24.45
18.86
20.40
17.59
ITI Large & Mid Cap Fund
-0.54
-1.94
0.57
3.80
7.37
3.26
JM Large & Mid Cap Fund
0.28
-0.88
1.84
4.92
5.38
Kotak Large & Midcap Fund
-0.22
-1.67
1.15
2.07
1.14
4.90
15.10
15.34
18.55
15.82
LIC Mf Large & Mid Cap Fund
-0.06
-1.12
0.90
5.04
4.39
2.85
15.53
13.83
16.96
15.39
Mahindra Manulife Large & Mid Cap Fund
-0.07
-0.83
2.34
4.74
2.94
3.79
13.56
14.73
Mirae Asset Large & Midcap Fund
0.18
-0.73
1.35
4.00
3.39
6.02
13.91
12.72
18.26
17.11
motilal oswal large and midcap fund
-1.12
-2.38
-1.28
1.19
11.56
6.36
22.34
19.18
Quant Large & Mid Cap Fund
-0.54
-1.97
0.01
5.90
18.15
10.07
16.28
17.40
21.48
16.33
Nippon India Vision Large & Mid Cap Fund
0.12
-0.42
0.80
1.81
2.47
3.87
16.31
15.22
17.54
13.35
SBI Large & Midcap Fund
-0.08
-1.01
0.65
2.91
1.59
5.55
14.25
14.90
18.19
15.14
Sundaram Large And Midcap Fund
1.01
0.52
3.30
7.89
7.78
9.76
15.22
14.26
16.97
15.34
Tata Large & Mid Cap Fund
-0.33
-1.37
0.90
3.43
1.80
-4.03
8.56
11.71
14.83
13.11
Union Large & Midcap Fund
-0.52
-1.72
0.35
4.03
4.87
5.92
13.46
13.75
UTI Large & Mid Cap Fund
-0.38
-1.20
0.40
1.78
0.43
4.62
16.70
15.52
18.44
14.29
PGIM India Large and Midcap Fund
0.15
-0.46
2.74
4.55
5.05
2.82
Axis Large & Mid Cap Fund
-0.18
-1.32
0.34
4.25
5.55
7.19
16.06
13.80
19.21
Bajaj Finserv Large and Mid Cap Fund
-0.24
-1.37
0.58
2.98
1.61
2.86