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
12.79 21.63 23.03 19.92 17.48 11.63 -14.19 -12.26 5.13 0.82 0.63 1.26
2
13.29 24.30 22.06 19.42 17.98 13.25 -17.72 -20.09 4.34 0.98 0.63 1.27
3
12.70 22.64 21.55 18.29 15.91 13.14 -17.21 -15.48 3.52 0.96 0.60 1.20
4
15.23 19.26 19.66 18.31 16.46 11.04 -13.76 -12.69 2.43 0.79 0.55 1.06
5
13.12 21.62 19.27 18.66 17.36 13.34 -16.82 -16.58 2.10 0.94 0.55 1.05
6
9.24 21.49 18.85 17.67 14.54 12.88 -16.36 -17.49 2.93 0.93 0.54 1.13
7
11.15 23.91 19.03 18.31 17.51 14.78 -17.47 -22.97 3.81 1.02 0.54 1.15
8
13.70 20.75 19.24 19.07 17.75 12.71 -18.20 -20.11 1.63 0.89 0.47 1.00
9
9.71 20.95 18.59 19.65 12.14 -15.96 -17.34 3.24 0.84 0.53 1.09
10
10.96 20.69 21.43 18.64 16.07 13.77 -18.35 -17.86 0.44 1.01 0.50 1.00
11
13.47 18.05 16.94 18.71 18.75 13.40 -19.17 -19.23 -1.43 0.97 0.41 0.84
12
11.43 20.46 19.24 18.69 13.43 -17.90 -18.55 0.41 0.94 0.44 0.92
13
9.46 17.36 16.06 14.72 13.36 13.03 -16.91 -14.82 -1.03 0.94 0.43 0.84
14
12.56 18.29 17.35 17.42 14.64 14.25 -21.20 -17.23 -2.52 1.00 0.37 0.75
15
5.73 24.05 21.98 18.61 -24.27 -21.39 2.35 1.14 0.44 0.96
16
9.83 17.55 17.49 16.26 15.86 13.41 -18.56 -18.44 -1.84 0.94 0.37 0.77
17
9.41 21.38 18.30 15.57 -22.22 -21.04 0.63 1.01 0.38 0.89
18
8.06 19.98 19.18 13.98 -18.88 -20.67 -0.73 0.98 0.40 0.86
19
5.12 18.59 16.74 16.71 16.82 14.69 -18.62 -17.68 -2.18 1.01 0.38 0.76
20
10.25 17.55 16.51 13.13 -17.98 -22.05 -1.72 0.90 0.34 0.74
21
10.59 19.22 19.71 13.88 -19.48 -20.62 -3.11 0.99 0.34 0.72
22
10.76 16.65 13.03 14.18 13.51 13.79 -20.23 -21.20 -4.20 0.98 0.30 0.63
23
5.51 16.54 15.96 17.01 16.71 13.47 -17.53 -20.48 -2.40 0.94 0.34 0.72
24
4.06 13.41 15.50 15.91 14.50 12.53 -18.02 -15.53 -4.17 0.88 0.28 0.55
25
6.42 14.67 16.99 15.74 15.27 13.74 -18.47 -17.78 -5.80 0.97 0.26 0.51
26
-4.46 15.18 18.48 18.56 16.61 16.30 -23.39 -17.60 -7.00 1.13 0.27 0.54

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
0.29
-0.86
-2.70
-4.11
-0.71
9.89
15.72
12.10
13.22
12.43
12.18
Baroda BNP Paribas Large & Mid Cap Fund
0.50
-0.61
-3.29
-3.01
0.24
6.70
18.45
17.50
Bank of India Large & Mid Cap Equity Fund
0.51
-0.12
-3.66
-2.45
2.16
11.09
16.98
16.09
16.12
13.34
11.49
Canara Robeco Emerging Equities
0.19
-0.70
-5.09
-8.71
-6.19
4.42
15.33
14.69
15.70
15.37
17.14
Whiteoak Capital Large & Mid Cap Fund
0.08
-1.08
-2.94
-3.78
1.15
12.90
Dsp Equity Opportunities Fund
0.36
-0.69
-2.36
-1.13
2.30
11.94
20.40
18.11
17.51
16.20
14.09
Edelweiss Large & Mid Cap Fund
0.45
-0.17
-3.04
-2.37
1.57
9.87
18.73
17.43
16.89
Navi Large & Midcap Fund
0.24
-1.02
-4.38
-5.63
-2.50
4.50
12.56
14.76
13.54
13.15
Franklin India Equity Advantage Fund
-0.19
-1.58
-5.15
-6.23
-1.99
8.69
16.49
15.21
13.84
12.48
12.42
HDFC Large and Mid Cap Fund
0.32
-0.82
-3.42
-4.76
-0.83
10.10
19.71
20.49
17.89
15.52
HSBC Large & Mid Cap Fund
0.72
0.19
-3.48
-5.61
0.22
8.24
20.12
16.79
Icici Prudential Large & Mid Cap Fund
0.38
-0.58
-3.16
-3.68
2.76
11.82
20.59
22.00
18.93
16.41
14.42
Bandhan Core Equity Fund
0.48
-0.94
-3.71
-4.16
0.99
11.99
22.86
20.63
18.00
16.45
13.22
Invesco India Large & Mid Cap Fund
0.30
-1.41
-6.22
-10.06
-7.13
9.90
22.48
17.58
16.89
15.95
14.29
Kotak Equity Opportunities Fund
0.52
-0.59
-2.11
-3.01
1.44
12.52
19.43
17.88
17.72
16.37
14.41
Lic Mf Large & Mid Cap Fund
0.27
-0.64
-5.21
-6.70
-3.87
3.74
17.06
15.12
15.08
15.16
Mahindra Manulife Large & Mid Cap Fund
0.55
-0.52
-2.00
-3.62
-1.01
8.97
17.38
17.68
Mirae Asset Large & Midcap Fund
0.36
-1.13
-4.18
-4.37
1.01
12.43
16.94
15.81
17.55
17.66
19.50
motilal oswal large and midcap fund
-0.14
-2.45
-8.30
-13.16
-8.27
4.59
22.50
20.30
Quant Large & Mid Cap Fund
0.32
-1.33
-8.69
-9.84
-8.12
-5.65
13.63
16.68
17.19
15.61
14.19
Nippon India Vision Fund
0.45
-0.94
-3.62
-4.76
-0.33
8.55
20.82
18.23
17.05
13.88
11.92
Sbi Large And Midcap Fund
0.34
-0.03
-1.58
-0.62
2.58
14.27
18.22
18.66
17.39
15.59
14.76
Sundaram Large And Midcap Fund
0.46
-0.91
-3.95
-5.01
0.19
8.69
16.30
16.17
14.94
14.65
12.69
Tata Large & Mid Cap Fund
0.11
-1.65
-5.99
-7.76
-6.96
2.89
12.17
14.24
14.84
13.26
13.08
Union Large & Midcap Fund
0.28
-0.76
-3.71
-5.68
-1.23
8.82
15.96
15.04
UTI Large & Mid Cap Fund
0.53
-0.22
-2.57
-1.08
2.44
11.67
21.63
20.65
17.50
15.18
13.14
PGIM India Large and Midcap Fund
-0.08
-1.33
-4.81
-7.26
-4.42
7.32
Axis Growth Opportunities Fund
0.53
-0.09
-3.05
-4.49
-0.19
8.51
19.60
17.10
17.99
Bajaj Finserv Large and Mid Cap Fund
0.65
-0.48
-3.72
-2.49
-0.19
8.08
Nifty Large Midcap 250 Total Return Index
0.53
-0.64
-3.66
-3.66
0.69
11.30
19.12
18.32
17.64
16.66
14.48

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Advantage Fund
0.30
-0.84
-2.64
-3.91
-0.32
10.76
16.65
13.03
14.18
13.51
Baroda BNP Paribas Large & Mid Cap Fund
0.51
-0.59
-3.20
-2.70
0.88
8.06
19.98
19.18
Bank of India Large & Mid Cap Equity Fund
0.52
-0.11
-3.56
-2.10
2.89
12.56
18.29
17.35
17.42
14.64
Canara Robeco Emerging Equities
0.20
-0.69
-5.01
-8.47
-5.70
5.51
16.54
15.96
17.01
16.71
Whiteoak Capital Large & Mid Cap Fund
0.09
-1.05
-2.82
-3.44
1.89
14.60
Dsp Equity Opportunities Fund
0.37
-0.67
-2.28
-0.86
2.85
13.12
21.62
19.27
18.66
17.36
Edelweiss Large & Mid Cap Fund
0.46
-0.14
-2.93
-2.02
2.29
11.43
20.46
19.24
18.69
Navi Large & Midcap Fund
0.26
-0.99
-4.25
-5.21
-1.65
6.42
14.67
16.99
15.74
15.27
Franklin India Equity Advantage Fund
-0.18
-1.56
-5.09
-6.07
-1.64
9.46
17.36
16.06
14.72
13.36
HDFC Large and Mid Cap Fund
0.33
-0.80
-3.36
-4.57
-0.43
10.96
20.69
21.43
18.64
16.07
HSBC Large & Mid Cap Fund
0.73
0.21
-3.39
-5.35
0.76
9.41
21.38
18.30
Icici Prudential Large & Mid Cap Fund
0.39
-0.56
-3.10
-3.47
3.20
12.79
21.63
23.03
19.92
17.48
Bandhan Core Equity Fund
0.49
-0.92
-3.62
-3.89
1.58
13.29
24.30
22.06
19.42
17.98
Invesco India Large & Mid Cap Fund
0.31
-1.39
-6.14
-9.80
-6.60
11.15
23.91
19.03
18.31
17.51
Kotak Equity Opportunities Fund
0.53
-0.57
-2.03
-2.76
1.96
13.70
20.75
19.24
19.07
17.75
Lic Mf Large & Mid Cap Fund
0.28
-0.61
-5.11
-6.39
-3.23
5.12
18.59
16.74
16.71
16.82
Mahindra Manulife Large & Mid Cap Fund
0.56
-0.49
-1.88
-3.26
-0.28
10.59
19.22
19.71
Mirae Asset Large & Midcap Fund
0.37
-1.11
-4.11
-4.14
1.48
13.47
18.05
16.94
18.71
18.75
motilal oswal large and midcap fund
-0.13
-2.43
-8.23
-12.94
-7.81
5.73
24.05
21.98
Quant Large & Mid Cap Fund
0.33
-1.30
-8.60
-9.55
-7.54
-4.46
15.18
18.48
18.56
16.61
Nippon India Vision Fund
0.45
-0.93
-3.57
-4.59
0.00
9.24
21.49
18.85
17.67
14.54
Sbi Large And Midcap Fund
0.35
-0.01
-1.52
-0.42
3.01
15.23
19.26
19.66
18.31
16.46
Sundaram Large And Midcap Fund
0.47
-0.89
-3.86
-4.76
0.73
9.83
17.55
17.49
16.26
15.86
Tata Large & Mid Cap Fund
0.12
-1.63
-5.91
-7.50
-6.44
4.06
13.41
15.50
15.91
14.50
Union Large & Midcap Fund
0.30
-0.74
-3.62
-5.35
-0.59
10.25
17.55
16.51
UTI Large & Mid Cap Fund
0.54
-0.21
-2.49
-0.84
2.92
12.70
22.64
21.55
18.29
15.91
PGIM India Large and Midcap Fund
-0.08
-1.29
-4.73
-6.89
-3.61
9.15
Axis Growth Opportunities Fund
0.54
-0.06
-2.97
-4.22
0.37
9.71
20.95
18.59
19.65
Bajaj Finserv Large and Mid Cap Fund
0.66
-0.45
-3.61
-2.15
0.52
9.62
Nifty Large Midcap 250 Total Return Index
0.53
-0.64
-3.66
-3.66
0.69
11.30
19.12
18.32
17.64
16.66
14.48