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
11.18 24.84 20.48 18.82 17.89 14.93 -17.72 -23.46 4.21 0.97 0.40 0.89
2
7.41 21.29 18.46 17.23 15.25 14.80 -17.21 -20.37 2.89 0.96 0.37 0.80
3
6.13 20.84 20.29 18.52 17.03 13.72 -14.19 -20.90 2.77 0.86 0.34 0.79
4
17.25 27.61 22.56 19.69 -24.27 -33.11 3.77 1.08 0.32 0.71
5
16.44 22.15 17.85 17.56 17.00 -22.22 -36.86 1.20 1.00 0.27 0.62
6
9.18 19.02 17.02 17.47 17.13 14.82 -18.20 -22.92 0.23 0.93 0.26 0.61
7
8.92 17.49 17.56 16.95 16.06 13.13 -13.76 -16.24 0.28 0.84 0.28 0.63
8
10.67 25.10 19.29 17.90 17.69 16.88 -17.47 -27.96 3.53 1.04 0.35 0.78
9
9.81 17.52 15.99 16.46 14.41 15.25 -21.20 -21.99 -0.91 0.95 0.25 0.53
10
5.34 20.48 17.27 16.03 14.00 14.89 -16.36 -22.61 1.52 0.95 0.31 0.71
11
3.22 20.02 16.32 16.75 16.37 15.28 -16.82 -20.71 1.12 0.96 0.31 0.67
12
9.40 19.73 16.94 17.78 14.94 -17.90 -23.94 0.17 0.93 0.27 0.60
13
8.11 17.06 14.49 17.14 18.21 15.36 -19.17 -24.14 -2.27 0.99 0.22 0.47
15
4.82 19.15 18.47 17.31 15.47 15.79 -18.35 -23.50 -0.30 1.03 0.28 0.60
16
4.56 17.55 16.42 15.09 -19.48 -23.80 -1.78 0.95 0.23 0.49
17
5.63 16.84 15.34 15.00 15.76 15.40 -18.56 -24.71 -2.31 0.97 0.21 0.46
18
8.77 16.93 15.56 14.74 -17.98 -27.37 -1.79 0.91 0.21 0.47
19
3.69 17.93 16.84 15.69 -18.88 -27.36 -1.46 0.99 0.23 0.51
20
8.42 15.96 11.15 13.22 13.05 15.35 -20.23 -26.35 -3.42 0.97 0.18 0.39
21
3.10 18.27 15.04 15.75 16.19 16.30 -18.62 -24.44 -1.57 1.01 0.24 0.50
22
3.45 15.95 13.80 13.48 12.45 14.50 -16.91 -24.95 -2.06 0.92 0.23 0.47
23
2.02 16.44 14.56 15.95 16.69 14.99 -17.53 -24.61 -3.00 0.93 0.19 0.40
24
5.54 18.68 18.59 19.51 17.05 17.41 -24.53 -27.28 -3.53 1.04 0.19 0.38
25
5.87 14.19 14.42 14.61 15.05 15.88 -18.47 -22.70 -6.87 1.00 0.11 0.19
26
-3.20 11.56 12.89 14.31 13.94 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
-0.14
-0.79
11.75
-0.03
-2.38
6.64
18.36
16.10
16.54
16.17
14.35
Aditya Birla Sun Life Large & Mid Cap Fund
-0.54
-1.63
11.98
0.90
-1.55
7.55
15.03
10.24
12.27
12.00
12.33
Baroda BNP Paribas Large & Mid Cap Fund
-0.26
-1.18
10.19
-1.78
-4.15
2.39
16.44
15.25
Bank of India Large & Mid Cap Fund
-0.13
-0.29
9.62
0.63
-0.30
8.35
16.18
14.74
15.18
13.11
11.45
CANARA ROBECO LARGE AND MID CAP FUND
-0.29
-1.28
11.94
1.12
-5.85
0.97
15.24
13.31
14.66
15.35
17.00
Whiteoak Capital Large & Mid Cap Fund
-0.14
-1.16
10.22
-0.78
-3.29
8.04
Helios Large & Mid Cap Fund
-0.19
-0.83
13.03
1.41
-3.24
11.39
Samco Large & Mid Cap Fund
-0.22
-0.44
4.67
-1.21
-4.17
DSP Large & Mid Cap Fund
-0.50
-2.05
9.21
-3.25
-3.24
2.15
18.81
15.17
15.62
15.21
13.80
Edelweiss Large & Mid Cap Fund
-0.31
-1.28
11.16
-0.15
-1.10
7.88
18.02
15.17
16.00
Navi Large & Midcap Fund
-0.29
-1.29
13.28
1.46
-3.17
3.99
12.09
12.26
12.44
12.94
Franklin India Large & Mid Cap Fund
-0.50
-1.77
9.35
-1.87
-7.14
2.73
15.10
12.97
12.62
11.59
11.99
HDFC Large and Mid Cap Fund
-0.41
-1.16
11.35
-1.39
-4.92
3.99
18.20
17.55
16.54
14.91
HSBC Large & Mid Cap Fund
0.55
1.07
14.70
5.50
1.36
15.18
20.88
16.37
15.96
Icici Prudential Large & Mid Cap Fund
-0.72
-1.97
9.59
-1.09
-3.81
5.22
19.79
19.27
17.54
15.96
14.09
Bandhan Large & Mid Cap Fund
-0.03
0.11
12.51
2.13
-0.97
9.90
23.40
19.08
17.42
16.39
13.40
Invesco India Large & Mid Cap Fund
-0.75
-0.79
14.63
4.48
-4.55
9.42
23.65
17.85
16.48
16.15
14.42
ITI Large & Mid Cap Fund
-0.24
0.04
14.64
3.01
-5.15
3.13
JM Large & Mid Cap Fund
-0.19
-0.99
11.60
0.01
-5.40
Kotak Large & Midcap Fund
-0.61
-1.57
10.23
-1.16
-2.41
8.05
17.74
15.70
16.14
15.76
14.27
Lic Mf Large & Mid Cap Fund
-0.76
-2.04
9.36
-0.92
-5.53
1.77
16.74
13.47
14.13
14.54
Mahindra Manulife Large & Mid Cap Fund
-0.36
-1.35
9.56
-2.06
-4.69
3.06
15.77
14.47
Mirae Asset Large & Midcap Fund
-0.40
-1.27
10.78
-0.81
-4.14
7.12
15.98
13.40
16.00
17.12
18.94
motilal oswal large and midcap fund
-0.10
0.46
17.72
9.98
-1.10
16.06
26.06
20.92
Quant Large & Mid Cap Fund
0.69
3.56
18.23
11.24
1.03
4.24
17.13
16.82
18.10
16.01
14.78
Nippon India Vision Large & Mid Cap Fund
-0.31
-1.21
11.35
0.48
-2.94
4.64
19.81
16.65
15.41
13.35
11.80
SBI Large & Midcap Fund
-0.54
-2.05
8.90
-1.48
-1.46
8.02
16.47
16.58
16.03
15.19
14.50
Sundaram Large And Midcap Fund
-0.42
-1.43
10.66
-0.38
-4.32
4.51
15.60
14.06
13.69
14.55
12.49
Tata Large & Mid Cap Fund
-0.47
0.01
11.92
-1.83
-8.73
-4.26
10.35
11.66
13.26
12.72
12.63
Union Large & Midcap Fund
-0.35
-1.20
10.56
0.47
-3.67
7.39
15.34
14.07
UTI Large & Mid Cap Fund
-0.26
-1.35
10.02
-1.55
-1.54
6.43
20.26
17.56
16.43
14.51
12.93
PGIM India Large and Midcap Fund
-0.25
-1.15
10.84
0.08
-5.56
2.55
Bajaj Finserv Large and Mid Cap Fund
-0.59
-1.29
9.48
-1.68
-3.56
3.27

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
-0.53
-1.62
12.05
1.10
-1.16
8.42
15.96
11.15
13.22
13.05
Baroda BNP Paribas Large & Mid Cap Fund
-0.26
-1.15
10.30
-1.48
-3.55
3.69
17.93
16.84
Bank of India Large & Mid Cap Fund
-0.13
-0.27
9.74
0.94
0.38
9.81
17.52
15.99
16.46
14.41
CANARA ROBECO LARGE AND MID CAP FUND
-0.28
-1.26
12.04
1.37
-5.37
2.02
16.44
14.56
15.95
16.69
Whiteoak Capital Large & Mid Cap Fund
-0.15
-1.13
10.35
-0.43
-2.60
9.65
Helios Large & Mid Cap Fund
-0.18
-0.81
13.14
1.75
-2.48
13.14
Samco Large & Mid Cap Fund
-0.33
-0.44
4.73
-0.77
-3.40
DSP Large & Mid Cap Fund
-0.49
-2.03
9.30
-3.00
-2.73
3.22
20.02
16.32
16.75
16.37
Edelweiss Large & Mid Cap Fund
-0.31
-1.26
11.28
0.19
-0.40
9.40
19.73
16.94
17.78
Navi Large & Midcap Fund
-0.28
-1.25
13.45
1.90
-2.31
5.87
14.19
14.42
14.61
15.05
Franklin India Large & Mid Cap Fund
-0.50
-1.76
9.41
-1.71
-6.82
3.45
15.95
13.80
13.48
12.45
HDFC Large and Mid Cap Fund
-0.41
-1.15
11.42
-1.20
-4.54
4.82
19.15
18.47
17.31
15.47
HSBC Large & Mid Cap Fund
0.55
1.09
14.81
5.79
1.91
16.44
22.15
17.85
17.56
Icici Prudential Large & Mid Cap Fund
-0.72
-1.96
9.67
-0.88
-3.40
6.13
20.84
20.29
18.52
17.03
Bandhan Large & Mid Cap Fund
-0.02
0.13
12.61
2.42
-0.41
11.18
24.84
20.48
18.82
17.89
Invesco India Large & Mid Cap Fund
-0.74
-0.76
14.74
4.79
-4.00
10.67
25.10
19.29
17.90
17.69
ITI Large & Mid Cap Fund
-0.24
0.07
14.78
3.45
-4.35
4.84
JM Large & Mid Cap Fund
-0.18
-0.96
11.75
0.43
-4.59
Kotak Large & Midcap Fund
-0.61
-1.55
10.32
-0.91
-1.90
9.18
19.02
17.02
17.47
17.13
Lic Mf Large & Mid Cap Fund
-0.75
-2.02
9.46
-0.62
-4.93
3.10
18.27
15.04
15.75
16.19
Mahindra Manulife Large & Mid Cap Fund
-0.36
-1.33
9.68
-1.72
-4.00
4.56
17.55
16.42
Mirae Asset Large & Midcap Fund
-0.40
-1.26
10.86
-0.58
-3.70
8.11
17.06
14.49
17.14
18.21
motilal oswal large and midcap fund
-0.10
0.48
17.82
10.25
-0.61
17.25
27.61
22.56
Quant Large & Mid Cap Fund
0.70
3.58
18.35
11.57
1.66
5.54
18.68
18.59
19.51
17.05
Nippon India Vision Large & Mid Cap Fund
-0.30
-1.20
11.41
0.65
-2.60
5.34
20.48
17.27
16.03
14.00
SBI Large & Midcap Fund
-0.54
-2.03
8.96
-1.28
-1.06
8.92
17.49
17.56
16.95
16.06
Sundaram Large And Midcap Fund
-0.41
-1.41
10.75
-0.11
-3.80
5.63
16.84
15.34
15.00
15.76
Tata Large & Mid Cap Fund
-0.47
0.03
12.02
-1.57
-8.24
-3.20
11.56
12.89
14.31
13.94
Union Large & Midcap Fund
-0.33
-1.18
10.70
0.81
-3.03
8.77
16.93
15.56
UTI Large & Mid Cap Fund
-0.26
-1.33
10.10
-1.32
-1.08
7.41
21.29
18.46
17.23
15.25
PGIM India Large and Midcap Fund
-0.24
-1.10
10.97
0.48
-4.78
4.33
Bajaj Finserv Large and Mid Cap Fund
-0.58
-1.25
9.62
-1.33
-2.88
4.74
Nifty Large Midcap 250 Total Return Index
-0.14
-0.79
11.75
-0.03
-2.38
6.64
18.36
16.10
16.54
16.17
14.35