The average 1 year return of Large & Mid Cap Mutual Funds is 42.76 % for regular funds and 44.35 % for direct funds. The average 3 year return is 20.08 % for regular funds and 21.48 % for direct funds. The average 1 year SIP return is 47.5 % for regular funds and 49.14 % for direct funds. The average 3 year SIP return is 30.64 % for regular funds and 32.06 % for direct funds. The average Sharpe Ratio is 1.04 and the average Standard Deviation is 13.22%.
Find the best Large & Mid Cap Mutual Funds for June 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Quant Large & Mid Cap Fund | 1 | |
52.07% | 26.75% | 30.51% | 19.10% | 20.69% | 54.05% | 28.79% | 32.13% | 20.32% | 21.54% | 15.18% | -10.93% | -18.62% | 6.95% | 0.99 | 0.78 | 1.39 |
Bandhan Core Equity Fund | 2 | |
55.04% | 26.61% | 27.46% | 17.86% | 17.19% | 56.86% | 28.12% | 28.98% | 19.33% | 18.76% | 13.12% | -11.13% | -14.71% | 4.50% | 0.92 | 0.71 | 1.33 |
Icici Prudential Large & Mid Cap Fund | 3 | |
44.55% | 24.87% | 26.94% | 18.07% | 15.93% | 45.86% | 25.95% | 27.98% | 19.12% | 17.00% | 12.25% | -7.36% | -12.46% | 7.17% | 0.84 | 0.80 | 1.48 |
Motilal Oswal Large And Midcap Fund | 4 | |
59.24% | 26.02% | % | % | % | 61.39% | 27.85% | % | % | % | 13.97% | -17.05% | -15.77% | 5.21% | 0.93 | 0.74 | 1.31 |
Kotak Equity Opportunities Fund | 5 | |
41.00% | 21.07% | 25.22% | 17.24% | 17.21% | 42.57% | 22.50% | 26.69% | 18.63% | 18.62% | 12.07% | -8.90% | -14.21% | 6.91% | 0.85 | 0.68 | 1.25 |
Hdfc Large And Mid Cap Fund | 6 | |
42.26% | 24.56% | 27.45% | 18.48% | 15.20% | 43.48% | 25.58% | 28.28% | 19.07% | 15.64% | 13.30% | -9.60% | -13.86% | 3.98% | 0.96 | 0.74 | 1.33 |
Nippon India Vision Fund | 7 | |
46.55% | 21.44% | 25.30% | 14.60% | 14.06% | 47.28% | 22.05% | 25.93% | 15.21% | 14.72% | 12.72% | -11.10% | -13.08% | 2.54% | 0.92 | 0.66 | 1.22 |
Uti Core Equity Fund | 8 | |
47.46% | 23.14% | 26.34% | 16.97% | 15.46% | 48.71% | 24.02% | 27.13% | 17.68% | 16.11% | 12.86% | -11.51% | -12.34% | 2.14% | 0.92 | 0.63 | 1.17 |
Invesco India Growth Opportunities Fund | 9 | |
57.83% | 22.70% | 24.58% | 17.80% | 17.05% | 59.71% | 24.24% | 26.14% | 19.33% | 18.74% | 13.52% | -13.97% | -13.91% | 1.07% | 0.95 | 0.58 | 1.09 |
Hsbc Large And Mid Cap Equity Fund | 10 | |
47.79% | 20.09% | 24.59% | % | % | 49.29% | 21.67% | 26.41% | % | % | 13.51% | -14.69% | -16.08% | 0.97% | 0.93 | 0.56 | 1.06 |
Lic Mf Large & Mid Cap Fund | 11 | |
47.02% | 18.52% | 22.87% | 15.98% | % | 48.98% | 20.17% | 24.68% | 17.71% | % | 13.35% | -11.23% | -13.90% | -0.30% | 0.94 | 0.56 | 0.99 |
Dsp Equity Opportunities Fund | 12 | |
46.56% | 20.12% | 24.85% | 16.80% | 17.07% | 48.04% | 21.29% | 26.06% | 17.95% | 18.17% | 13.43% | -13.57% | -15.27% | -0.20% | 0.93 | 0.54 | 0.98 |
Baroda Bnp Paribas Large & Mid Cap Fund | 13 | |
47.67% | 20.72% | % | % | % | 49.57% | 22.41% | % | % | % | 14.21% | -15.06% | -15.71% | 0.96% | 0.98 | 0.57 | 1.08 |
Bank Of India Large & Mid Cap Equity Fu… | 14 | |
40.59% | 18.25% | 23.70% | 14.42% | 13.37% | 42.07% | 19.45% | 25.01% | 15.68% | 14.68% | 13.41% | -13.55% | -14.40% | -1.03% | 0.96 | 0.52 | 0.97 |
Edelweiss Large & Mid Cap Fund | 15 | |
42.08% | 19.78% | 24.90% | 17.48% | % | 44.17% | 21.68% | 26.87% | 19.24% | % | 13.15% | -11.79% | -12.79% | -0.70% | 0.94 | 0.56 | 0.98 |
Mahindra Manulife Top 250 Nivesh Yojana | 16 | |
36.96% | 20.01% | % | % | % | 39.14% | 22.16% | % | % | % | 13.35% | -11.57% | -17.01% | 0.61% | 0.94 | 0.53 | 1.06 |
Sbi Large And Midcap Fund | 17 | |
33.84% | 20.78% | 24.64% | 17.22% | 16.61% | 35.05% | 21.81% | 25.63% | 18.14% | 17.41% | 12.11% | -9.77% | -15.33% | 1.14% | 0.85 | 0.54 | 1.05 |
Canara Robeco Emerging Equities | 18 | |
41.24% | 16.96% | 24.96% | 16.26% | 18.36% | 42.71% | 18.27% | 26.41% | 17.62% | 19.70% | 12.69% | -12.72% | -12.89% | -1.55% | 0.90 | 0.49 | 0.89 |
Tata Large & Mid Cap Fund | 19 | |
33.96% | 18.78% | 22.94% | 16.40% | 15.58% | 35.41% | 20.08% | 23.94% | 17.56% | 16.88% | 11.86% | -7.99% | -12.76% | 0.82% | 0.84 | 0.56 | 1.03 |
Sundaram Large And Midcap Fund | 20 | |
37.82% | 16.80% | 22.25% | 16.23% | 15.93% | 39.33% | 18.14% | 23.72% | 17.61% | 17.06% | 13.48% | -14.42% | -15.15% | -1.56% | 0.96 | 0.51 | 0.93 |
Mirae Asset Emerging Bluechip Fund | 21 | |
34.67% | 16.31% | 24.90% | 17.86% | 20.09% | 35.94% | 17.44% | 26.15% | 18.98% | 21.20% | 12.52% | -12.13% | -13.23% | -2.39% | 0.91 | 0.44 | 0.84 |
Union Large & Midcap Fund | 22 | |
34.49% | 16.85% | % | % | % | 36.32% | 18.40% | % | % | % | 12.83% | -14.86% | -16.59% | -0.54% | 0.89 | 0.48 | 0.94 |
Axis Growth Opportunities Fund | 23 | |
41.32% | 16.77% | 25.45% | % | % | 42.89% | 18.26% | 27.21% | % | % | 14.10% | -16.84% | -17.58% | -3.05% | 0.94 | 0.39 | 0.75 |
Franklin India Equity Advantage Fund | 24 | |
38.20% | 16.99% | 21.36% | 14.12% | 13.70% | 39.18% | 17.86% | 22.33% | 15.01% | 14.59% | 12.63% | -12.91% | -12.86% | -3.65% | 0.89 | 0.39 | 0.72 |
Navi Large & Midcap Fund | 25 | |
28.41% | 15.98% | 20.74% | 14.00% | % | 30.88% | 18.23% | 23.10% | 16.14% | % | 13.71% | -11.85% | -17.29% | -3.40% | 0.95 | 0.41 | 0.77 |
Aditya Birla Sun Life Equity Advantage … | 26 | |
33.11% | 11.14% | 20.51% | 11.44% | 14.38% | 34.21% | 12.08% | 21.56% | 12.47% | 15.44% | 14.29% | -21.94% | -18.42% | -4.60% | 0.98 | 0.23 | 0.46 |
Return Calculated On: 17 September 2024
Ratios Calculated On: 28 June 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Equity Advantage Fund | 15,973.20 | 14,440.54 | 49,420.80 | 50,582.70 | 152,508.00 | 102,518.58 | 179,264.40 | 157,928.32 | 459,948.00 | 268,178.64 | 1,190,214.00 | 627,061.32 |
Baroda BNP Paribas Large & Mid Cap Fund | 17,720.40 | 15,116.64 | 63,342.00 | 56,917.62 | ||||||||
Bank Of India Large & Mid Cap Equity Fund | 16,870.80 | 14,466.54 | 59,526.00 | 54,271.91 | 173,808.00 | 113,887.98 | 215,611.20 | 177,526.52 | 421,020.00 | 296,075.40 | 1,026,450.00 | 602,888.04 |
Canara Robeco Emerging Equities | 16,948.80 | 14,998.50 | 57,600.00 | 53,814.53 | 182,838.00 | 114,003.00 | 241,197.60 | 182,567.78 | 647,700.00 | 333,079.80 | 2,887,830.00 | 993,711.96 |
DSP Equity Opportunities Fund | 17,587.20 | 15,135.55 | 62,398.80 | 57,693.17 | 182,046.00 | 121,077.36 | 249,085.20 | 192,161.17 | 580,440.00 | 338,476.44 | 1,671,858.00 | 782,558.82 |
Edelweiss Large & Mid Cap Fund | 17,049.60 | 14,899.87 | 61,866.00 | 55,326.60 | 182,394.00 | 117,430.80 | 259,425.60 | 188,372.02 | ||||
Navi Large & Midcap Fund | 15,409.20 | 14,389.93 | 56,156.40 | 50,692.57 | 153,930.00 | 107,065.14 | 210,168.00 | 167,528.34 | ||||
Franklin India Equity Advantage Fund | 16,584.00 | 14,863.32 | 57,643.20 | 53,112.24 | 157,986.00 | 111,844.74 | 211,789.20 | 171,316.24 | 433,356.00 | 282,477.48 | 1,336,662.00 | 634,146.84 |
HDFC Large And Mid Cap Fund | 17,071.20 | 14,794.14 | 69,577.20 | 58,118.80 | 201,738.00 | 130,295.88 | 275,234.40 | 207,320.32 | 493,812.00 | 348,882.60 | ||
HSBC Large And Mid Cap Equity Fund | 17,734.80 | 15,236.52 | 62,348.40 | 57,497.47 | 180,126.00 | 120,113.76 | ||||||
ICICI Prudential Large & Mid Cap Fund | 17,346.00 | 14,954.86 | 70,095.60 | 57,792.96 | 197,742.00 | 129,697.02 | 268,674.00 | 205,581.26 | 526,032.00 | 351,301.20 | 1,595,124.00 | 771,976.44 |
Bandhan Core Equity Fund | 18,604.80 | 15,600.61 | 73,065.60 | 62,227.30 | 201,882.00 | 133,945.86 | 265,314.00 | 209,037.36 | 586,152.00 | 361,228.68 | 1,331,208.00 | 757,313.28 |
Invesco India Growth Opportunities Fund | 18,939.60 | 15,807.49 | 66,506.40 | 60,522.37 | 180,054.00 | 123,910.14 | 264,474.00 | 195,313.69 | 579,288.00 | 343,714.32 | 1,710,702.00 | 787,381.02 |
Kotak Equity Opportunities Fund | 16,920.00 | 14,757.89 | 63,885.60 | 56,104.27 | 184,698.00 | 119,216.22 | 255,796.80 | 192,246.26 | 587,208.00 | 339,285.60 | 1,605,312.00 | 783,632.70 |
LIC Mf Large & Mid Cap Fund | 17,642.40 | 15,169.58 | 59,940.00 | 55,142.21 | 168,060.00 | 114,148.98 | 237,148.80 | 180,657.37 | ||||
Mahindra Manulife Top 250 Nivesh Yojana | 16,435.20 | 14,258.93 | 62,226.00 | 54,050.40 | ||||||||
Mirae Asset Emerging Bluechip Fund | 16,160.40 | 14,425.92 | 56,642.40 | 52,800.05 | 182,412.00 | 113,231.28 | 265,431.60 | 186,870.85 | 748,680.00 | 357,572.28 | ||
Motilal Oswal Large And Midcap Fund | 19,108.80 | 16,123.76 | 72,054.00 | 64,405.26 | ||||||||
Quant Large & Mid Cap Fund | 18,248.40 | 14,762.12 | 73,310.40 | 59,206.64 | 227,172.00 | 133,216.62 | 285,549.60 | 217,901.38 | 786,612.00 | 391,655.28 | 2,129,904.00 | 967,620.24 |
Nippon India Vision Fund | 17,586.00 | 15,073.68 | 64,476.00 | 57,601.01 | 185,298.00 | 122,843.64 | 218,013.60 | 189,497.62 | 447,264.00 | 309,414.36 | 1,153,332.00 | 646,819.56 |
SBI Large And Midcap Fund | 16,060.80 | 14,478.10 | 63,428.40 | 53,505.25 | 180,468.00 | 116,716.44 | 255,427.20 | 186,608.77 | 557,964.00 | 326,139.24 | 1,671,030.00 | 762,359.58 |
Sundaram Large And Midcap Fund | 16,538.40 | 14,626.70 | 57,358.80 | 53,081.78 | 163,818.00 | 111,163.44 | 240,651.60 | 175,423.42 | 525,972.00 | 310,394.40 | 1,256,670.00 | 687,075.12 |
Tata Large & Mid Cap Fund | 16,075.20 | 14,517.46 | 60,325.20 | 53,457.84 | 168,516.00 | 112,560.54 | 243,230.40 | 181,121.89 | 510,396.00 | 311,638.92 | 1,446,192.00 | 705,601.44 |
Union Large & Midcap Fund | 16,138.80 | 14,462.86 | 57,445.20 | 52,546.36 | ||||||||
UTI Core Equity Fund | 17,695.20 | 15,337.55 | 67,215.60 | 59,298.52 | 193,152.00 | 129,679.62 | 251,697.60 | 201,473.50 | 505,128.00 | 335,706.12 | 1,302,876.00 | 708,267.42 |
Axis Growth Opportunities Fund | 16,958.40 | 14,800.58 | 57,312.00 | 54,180.54 | 186,396.00 | 115,610.76 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Equity Advantage Fund | 16,105.20 | 14,508.19 | 50,680.80 | 51,261.48 | 159,252.00 | 105,061.08 | 191,217.60 | 163,492.22 | 504,348.00 | 283,213.68 | ||
Baroda BNP Paribas Large & Mid Cap Fund | 17,948.40 | 15,229.46 | 66,038.40 | 58,196.27 | ||||||||
Bank Of India Large & Mid Cap Equity Fund | 17,048.40 | 14,556.82 | 61,362.00 | 55,199.81 | 183,192.00 | 117,383.22 | 232,848.00 | 185,293.33 | 472,044.00 | 315,848.52 | ||
Canara Robeco Emerging Equities | 17,125.20 | 15,087.67 | 59,562.00 | 54,775.22 | 193,644.00 | 117,863.76 | 261,660.00 | 191,346.29 | 724,656.00 | 357,760.68 | ||
DSP Equity Opportunities Fund | 17,764.80 | 15,222.97 | 64,234.80 | 58,644.07 | 190,962.00 | 124,590.18 | 266,708.40 | 199,931.51 | 637,224.00 | 359,087.52 | ||
Edelweiss Large & Mid Cap Fund | 17,300.40 | 15,023.36 | 64,854.00 | 56,744.50 | 197,244.00 | 122,999.28 | 287,893.20 | 200,865.67 | ||||
Navi Large & Midcap Fund | 15,705.60 | 14,544.71 | 59,490.00 | 52,296.59 | 169,584.00 | 113,402.34 | 239,349.60 | 181,286.03 | ||||
Franklin India Equity Advantage Fund | 16,701.60 | 14,923.27 | 58,942.80 | 53,766.79 | 164,358.00 | 114,380.88 | 223,641.60 | 176,714.75 | 468,408.00 | 295,581.12 | ||
HDFC Large And Mid Cap Fund | 17,217.60 | 14,866.87 | 71,290.80 | 58,949.06 | 208,446.00 | 133,317.06 | 285,096.00 | 213,012.07 | 513,336.00 | 359,917.92 | ||
HSBC Large And Mid Cap Equity Fund | 17,914.80 | 15,325.20 | 64,836.00 | 58,603.79 | 193,656.00 | 124,955.64 | ||||||
ICICI Prudential Large & Mid Cap Fund | 17,503.20 | 15,033.79 | 71,920.80 | 58,653.29 | 206,022.00 | 133,063.92 | 285,843.60 | 212,909.42 | 576,804.00 | 370,700.28 | ||
Bandhan Core Equity Fund | 18,823.20 | 15,705.47 | 75,700.80 | 63,477.94 | 214,206.00 | 138,790.26 | 289,480.80 | 219,549.37 | 669,852.00 | 390,176.52 | ||
Invesco India Growth Opportunities Fund | 19,165.20 | 15,916.39 | 69,030.00 | 61,763.54 | 191,598.00 | 128,526.60 | 289,371.60 | 205,522.46 | 668,736.00 | 372,575.88 | ||
Kotak Equity Opportunities Fund | 17,108.40 | 14,851.94 | 66,186.00 | 57,200.90 | 195,810.00 | 123,465.84 | 277,695.60 | 201,786.82 | 661,932.00 | 364,901.76 | ||
LIC Mf Large & Mid Cap Fund | 17,877.60 | 15,288.83 | 62,470.80 | 56,363.76 | 180,810.00 | 118,987.56 | 262,962.00 | 191,531.00 | ||||
Mahindra Manulife Top 250 Nivesh Yojana | 16,696.80 | 14,387.23 | 65,628.00 | 55,593.29 | ||||||||
Mirae Asset Emerging Bluechip Fund | 16,312.80 | 14,503.19 | 58,316.40 | 53,639.60 | 191,688.00 | 116,595.18 | 283,609.20 | 194,730.23 | 821,040.00 | 379,667.28 | ||
Motilal Oswal Large And Midcap Fund | 19,366.80 | 16,247.39 | 75,240.00 | 65,958.88 | ||||||||
Quant Large & Mid Cap Fund | 18,486.00 | 14,873.32 | 76,899.60 | 60,736.07 | 241,656.00 | 139,295.16 | 306,633.60 | 229,824.92 | 844,188.00 | 416,061.72 | ||
Nippon India Vision Fund | 17,673.60 | 15,117.25 | 65,448.00 | 58,086.54 | 190,038.00 | 124,686.78 | 226,363.20 | 193,446.71 | 473,916.00 | 319,320.96 | ||
SBI Large And Midcap Fund | 16,206.00 | 14,552.41 | 65,066.40 | 54,289.98 | 187,788.00 | 119,666.64 | 269,782.80 | 192,917.42 | 597,432.00 | 341,476.68 | ||
Sundaram Large And Midcap Fund | 16,719.60 | 14,717.41 | 59,356.80 | 54,063.04 | 173,898.00 | 115,036.50 | 261,408.00 | 183,979.66 | 579,876.00 | 331,764.00 | ||
Tata Large & Mid Cap Fund | 16,249.20 | 14,607.26 | 62,330.40 | 54,431.68 | 175,446.00 | 115,742.88 | 260,643.60 | 188,220.31 | 570,912.00 | 331,483.20 | ||
Union Large & Midcap Fund | 16,358.40 | 14,575.70 | 59,752.80 | 53,734.25 | ||||||||
UTI Core Equity Fund | 17,845.20 | 15,412.94 | 68,677.20 | 60,057.90 | 199,248.00 | 132,371.28 | 262,491.60 | 206,839.84 | 534,612.00 | 348,018.00 | ||
Axis Growth Opportunities Fund | 17,146.80 | 14,893.62 | 59,533.20 | 55,246.21 | 199,908.00 | 120,204.66 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
-18.42 | -21.94 | -9.47 | 14.29 | 10.29 |
Baroda Bnp Paribas Large & Mid Cap Fund |
-15.71 | -15.06 | -6.86 | 14.21 | 10.22 |
Bank Of India Large & Mid Cap Equity Fund |
-14.40 | -13.55 | -6.51 | 13.41 | 9.30 |
Canara Robeco Emerging Equities |
-12.89 | -12.72 | -6.37 | 12.69 | 8.67 |
Dsp Equity Opportunities Fund |
-15.27 | -13.57 | -6.05 | 13.43 | 9.22 |
Edelweiss Large & Mid Cap Fund |
-12.79 | -11.79 | -5.29 | 13.15 | 8.91 |
Navi Large & Midcap Fund |
-17.29 | -11.85 | -5.26 | 13.71 | 9.58 |
Franklin India Equity Advantage Fund |
-12.86 | -12.91 | -7.65 | 12.63 | 8.44 |
Hdfc Large And Mid Cap Fund |
-13.86 | -9.60 | -5.39 | 13.30 | 9.38 |
Hsbc Large And Mid Cap Equity Fund |
-16.08 | -14.69 | -7.08 | 13.51 | 9.68 |
Icici Prudential Large & Mid Cap Fund |
-12.46 | -7.36 | -3.43 | 12.25 | 8.93 |
Bandhan Core Equity Fund |
-14.71 | -11.13 | -5.13 | 13.12 | 9.48 |
Invesco India Growth Opportunities Fund |
-13.91 | -13.97 | -6.53 | 13.52 | 9.56 |
Kotak Equity Opportunities Fund |
-14.21 | -8.90 | -4.31 | 12.07 | 8.60 |
Lic Mf Large & Mid Cap Fund |
-13.90 | -11.23 | -4.31 | 13.35 | 9.03 |
Mahindra Manulife Top 250 Nivesh Yojana |
-17.01 | -11.57 | -5.03 | 13.35 | 9.90 |
Mirae Asset Emerging Bluechip Fund |
-13.23 | -12.13 | -5.81 | 12.52 | 8.83 |
Motilal Oswal Large And Midcap Fund |
-15.77 | -17.05 | -5.86 | 13.97 | 9.59 |
Quant Large & Mid Cap Fund |
-18.62 | -10.93 | -5.02 | 15.18 | 10.64 |
Nippon India Vision Fund |
-13.08 | -11.10 | -5.36 | 12.72 | 9.09 |
Sbi Large And Midcap Fund |
-15.33 | -9.77 | -5.10 | 12.11 | 8.63 |
Sundaram Large And Midcap Fund |
-15.15 | -14.42 | -5.46 | 13.48 | 9.31 |
Tata Large & Mid Cap Fund |
-12.76 | -7.99 | -3.97 | 11.86 | 8.19 |
Union Large & Midcap Fund |
-16.59 | -14.86 | -6.68 | 12.83 | 9.17 |
Uti Core Equity Fund |
-12.34 | -11.51 | -5.70 | 12.86 | 9.10 |
Axis Growth Opportunities Fund |
-17.58 | -16.84 | -6.49 | 14.10 | 9.86 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
0.46
|
0.23
|
0.44
|
0.41
|
-4.60
|
0.98 |
0.83
|
0.07
|
1.14
|
-4.8519
|
Baroda Bnp Paribas Large & Mid Cap Fund |
1.08
|
0.57
|
0.93
|
0.35
|
0.96
|
0.98 |
0.87
|
0.16
|
1.78
|
0.3972
|
Bank Of India Large & Mid Cap Equity Fund |
0.97
|
0.52
|
0.89
|
0.39
|
-1.03
|
0.96 |
0.93
|
0.14
|
1.67
|
-1.9810
|
Canara Robeco Emerging Equities |
0.89
|
0.49
|
0.84
|
0.38
|
-1.55
|
0.90 |
0.92
|
0.13
|
1.59
|
-4.5198
|
Dsp Equity Opportunities Fund |
0.98
|
0.54
|
0.90
|
0.40
|
-0.20
|
0.93 |
0.89
|
0.14
|
1.68
|
-0.9190
|
Edelweiss Large & Mid Cap Fund |
0.98
|
0.56
|
0.96
|
0.39
|
-0.70
|
0.94 |
0.93
|
0.14
|
1.69
|
-1.9049
|
Navi Large & Midcap Fund |
0.77
|
0.41
|
0.84
|
0.39
|
-3.40
|
0.95 |
0.89
|
0.11
|
1.47
|
-3.5015
|
Franklin India Equity Advantage Fund |
0.72
|
0.39
|
0.73
|
0.41
|
-3.65
|
0.89 |
0.90
|
0.10
|
1.41
|
-6.1089
|
Hdfc Large And Mid Cap Fund |
1.33
|
0.74
|
1.32
|
0.38
|
3.98
|
0.96 |
0.95
|
0.18
|
2.03
|
3.3434
|
Hsbc Large And Mid Cap Equity Fund |
1.06
|
0.56
|
0.90
|
0.38
|
0.97
|
0.93 |
0.87
|
0.15
|
1.76
|
-0.4890
|
Icici Prudential Large & Mid Cap Fund |
1.48
|
0.80
|
1.52
|
0.39
|
7.17
|
0.84 |
0.84
|
0.22
|
2.17
|
3.0789
|
Bandhan Core Equity Fund |
1.33
|
0.71
|
1.21
|
0.39
|
4.50
|
0.92 |
0.90
|
0.19
|
2.03
|
2.9320
|
Invesco India Growth Opportunities Fund |
1.09
|
0.58
|
0.95
|
0.40
|
1.07
|
0.95 |
0.90
|
0.16
|
1.80
|
-0.2808
|
Kotak Equity Opportunities Fund |
1.25
|
0.68
|
1.23
|
0.40
|
6.91
|
0.85 |
0.87
|
0.18
|
1.93
|
3.9970
|
Lic Mf Large & Mid Cap Fund |
0.99
|
0.56
|
0.99
|
0.38
|
-0.30
|
0.94 |
0.90
|
0.14
|
1.69
|
-1.2842
|
Mahindra Manulife Top 250 Nivesh Yojana |
1.06
|
0.53
|
1.03
|
0.36
|
0.61
|
0.94 |
0.91
|
0.15
|
1.77
|
-0.2252
|
Mirae Asset Emerging Bluechip Fund |
0.84
|
0.44
|
0.83
|
0.39
|
-2.39
|
0.91 |
0.95
|
0.12
|
1.54
|
-4.1599
|
Motilal Oswal Large And Midcap Fund |
1.31
|
0.74
|
0.98
|
0.42
|
5.21
|
0.93 |
0.81
|
0.20
|
2.01
|
3.3948
|
Quant Large & Mid Cap Fund |
1.39
|
0.78
|
1.41
|
0.37
|
6.95
|
0.99 |
0.77
|
0.21
|
2.08
|
6.3172
|
Nippon India Vision Fund |
1.22
|
0.66
|
1.12
|
0.37
|
2.54
|
0.92 |
0.95
|
0.17
|
1.92
|
0.2655
|
Sbi Large And Midcap Fund |
1.05
|
0.54
|
1.05
|
0.41
|
1.14
|
0.85 |
0.90
|
0.15
|
1.76
|
-1.9548
|
Sundaram Large And Midcap Fund |
0.93
|
0.51
|
0.83
|
0.38
|
-1.56
|
0.96 |
0.92
|
0.13
|
1.63
|
-2.8165
|
Tata Large & Mid Cap Fund |
1.03
|
0.56
|
1.12
|
0.39
|
0.82
|
0.84 |
0.91
|
0.15
|
1.73
|
-2.9940
|
Union Large & Midcap Fund |
0.94
|
0.48
|
0.80
|
0.39
|
-0.54
|
0.89 |
0.88
|
0.13
|
1.64
|
-3.2208
|
Uti Core Equity Fund |
1.17
|
0.63
|
1.07
|
0.40
|
2.14
|
0.92 |
0.92
|
0.16
|
1.87
|
-0.0763
|
Axis Growth Opportunities Fund |
0.75
|
0.39
|
0.69
|
0.42
|
-3.05
|
0.94 |
0.81
|
0.11
|
1.45
|
-5.5939
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
0.01%
|
1.18%
|
4.00%
|
6.78%
|
24.95%
|
33.11%
|
11.14%
|
20.51%
|
11.44%
|
14.38%
|
13.42%
|
Baroda BNP Paribas Large & Mid Cap Fund |
0.11%
|
1.56%
|
3.97%
|
9.39%
|
25.92%
|
47.67%
|
20.72%
|
%
|
%
|
%
|
%
|
Bank Of India Large & Mid Cap Equity Fund |
-0.02%
|
0.48%
|
0.99%
|
4.77%
|
21.47%
|
40.59%
|
18.25%
|
23.70%
|
14.42%
|
13.37%
|
12.31%
|
Canara Robeco Emerging Equities |
-0.03%
|
2.26%
|
4.19%
|
7.25%
|
28.24%
|
41.24%
|
16.96%
|
24.96%
|
16.26%
|
18.36%
|
20.32%
|
DSP Equity Opportunities Fund |
0.02%
|
0.73%
|
3.59%
|
8.61%
|
29.54%
|
46.56%
|
20.12%
|
24.85%
|
16.80%
|
17.07%
|
16.02%
|
Edelweiss Large & Mid Cap Fund |
0.13%
|
1.97%
|
4.75%
|
8.81%
|
27.40%
|
42.08%
|
19.78%
|
24.90%
|
17.48%
|
%
|
%
|
Navi Large & Midcap Fund |
0.15%
|
1.63%
|
3.84%
|
7.89%
|
26.73%
|
28.41%
|
15.98%
|
20.74%
|
14.00%
|
%
|
%
|
Franklin India Equity Advantage Fund |
0.28%
|
1.58%
|
4.84%
|
10.41%
|
27.44%
|
38.20%
|
16.99%
|
21.36%
|
14.12%
|
13.70%
|
14.30%
|
HDFC Large And Mid Cap Fund |
0.20%
|
1.29%
|
4.25%
|
7.69%
|
25.08%
|
42.26%
|
24.56%
|
27.45%
|
18.48%
|
15.20%
|
%
|
HSBC Large And Mid Cap Equity Fund |
-0.31%
|
2.26%
|
2.83%
|
6.25%
|
33.27%
|
47.79%
|
20.09%
|
24.59%
|
%
|
%
|
%
|
ICICI Prudential Large & Mid Cap Fund |
-0.23%
|
0.68%
|
5.15%
|
9.21%
|
24.26%
|
44.55%
|
24.87%
|
26.94%
|
18.07%
|
15.93%
|
15.66%
|
Bandhan Core Equity Fund |
0.21%
|
1.36%
|
4.74%
|
12.47%
|
31.90%
|
55.04%
|
26.61%
|
27.46%
|
17.86%
|
17.19%
|
14.27%
|
Invesco India Growth Opportunities Fund |
0.40%
|
2.79%
|
6.90%
|
10.73%
|
33.88%
|
57.83%
|
22.70%
|
24.58%
|
17.80%
|
17.05%
|
16.20%
|
Kotak Equity Opportunities Fund |
-0.18%
|
1.57%
|
3.48%
|
4.59%
|
25.19%
|
41.00%
|
21.07%
|
25.22%
|
17.24%
|
17.21%
|
15.71%
|
LIC Mf Large & Mid Cap Fund |
-0.21%
|
0.48%
|
2.83%
|
7.69%
|
31.78%
|
47.02%
|
18.52%
|
22.87%
|
15.98%
|
%
|
%
|
Mahindra Manulife Top 250 Nivesh Yojana |
0.06%
|
1.32%
|
3.20%
|
5.76%
|
18.72%
|
36.96%
|
20.01%
|
%
|
%
|
%
|
%
|
Mirae Asset Emerging Bluechip Fund |
0.05%
|
1.06%
|
3.08%
|
7.71%
|
22.65%
|
34.67%
|
16.31%
|
24.90%
|
17.86%
|
20.09%
|
%
|
Motilal Oswal Large And Midcap Fund |
-0.16%
|
3.18%
|
7.04%
|
13.88%
|
40.42%
|
59.24%
|
26.02%
|
%
|
%
|
%
|
%
|
Quant Large & Mid Cap Fund |
0.09%
|
0.75%
|
0.58%
|
1.97%
|
19.64%
|
52.07%
|
26.75%
|
30.51%
|
19.10%
|
20.69%
|
17.91%
|
Nippon India Vision Fund |
0.14%
|
1.98%
|
4.81%
|
8.09%
|
26.65%
|
46.55%
|
21.44%
|
25.30%
|
14.60%
|
14.06%
|
13.18%
|
SBI Large And Midcap Fund |
-0.04%
|
1.03%
|
4.11%
|
7.90%
|
22.67%
|
33.84%
|
20.78%
|
24.64%
|
17.22%
|
16.61%
|
16.02%
|
Sundaram Large And Midcap Fund |
0.25%
|
2.00%
|
3.55%
|
7.42%
|
24.60%
|
37.82%
|
16.80%
|
22.25%
|
16.23%
|
15.93%
|
13.83%
|
Tata Large & Mid Cap Fund |
0.53%
|
1.38%
|
5.35%
|
8.20%
|
22.04%
|
33.96%
|
18.78%
|
22.94%
|
16.40%
|
15.58%
|
14.90%
|
Union Large & Midcap Fund |
0.38%
|
2.20%
|
4.14%
|
6.36%
|
23.61%
|
34.49%
|
16.85%
|
%
|
%
|
%
|
%
|
UTI Core Equity Fund |
0.22%
|
1.03%
|
4.35%
|
11.55%
|
29.51%
|
47.46%
|
23.14%
|
26.34%
|
16.97%
|
15.46%
|
14.11%
|
Axis Growth Opportunities Fund |
0.03%
|
1.90%
|
4.04%
|
7.30%
|
24.66%
|
41.32%
|
16.77%
|
25.45%
|
%
|
%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
0.01%
|
1.20%
|
4.07%
|
7.00%
|
25.47%
|
34.21%
|
12.08%
|
21.56%
|
12.47%
|
15.44%
|
%
|
Baroda BNP Paribas Large & Mid Cap Fund |
0.11%
|
1.58%
|
4.08%
|
9.74%
|
26.76%
|
49.57%
|
22.41%
|
%
|
%
|
%
|
%
|
Bank Of India Large & Mid Cap Equity Fund |
-0.01%
|
0.50%
|
1.10%
|
5.08%
|
22.16%
|
42.07%
|
19.45%
|
25.01%
|
15.68%
|
14.68%
|
%
|
Canara Robeco Emerging Equities |
-0.03%
|
2.28%
|
4.28%
|
7.54%
|
28.91%
|
42.71%
|
18.27%
|
26.41%
|
17.62%
|
19.70%
|
%
|
DSP Equity Opportunities Fund |
0.02%
|
0.75%
|
3.68%
|
8.88%
|
30.19%
|
48.04%
|
21.29%
|
26.06%
|
17.95%
|
18.17%
|
%
|
Edelweiss Large & Mid Cap Fund |
0.13%
|
2.00%
|
4.87%
|
9.19%
|
28.32%
|
44.17%
|
21.68%
|
26.87%
|
19.24%
|
%
|
%
|
Navi Large & Midcap Fund |
0.16%
|
1.67%
|
4.00%
|
8.40%
|
27.94%
|
30.88%
|
18.23%
|
23.10%
|
16.14%
|
%
|
%
|
Franklin India Equity Advantage Fund |
0.28%
|
1.60%
|
4.90%
|
10.61%
|
27.90%
|
39.18%
|
17.86%
|
22.33%
|
15.01%
|
14.59%
|
%
|
HDFC Large And Mid Cap Fund |
0.21%
|
1.30%
|
4.32%
|
7.92%
|
25.63%
|
43.48%
|
25.58%
|
28.28%
|
19.07%
|
15.64%
|
%
|
HSBC Large And Mid Cap Equity Fund |
-0.31%
|
2.28%
|
2.92%
|
6.53%
|
33.92%
|
49.29%
|
21.67%
|
26.41%
|
%
|
%
|
%
|
ICICI Prudential Large & Mid Cap Fund |
-0.23%
|
0.70%
|
5.22%
|
9.46%
|
24.84%
|
45.86%
|
25.95%
|
27.98%
|
19.12%
|
17.00%
|
%
|
Bandhan Core Equity Fund |
0.21%
|
1.39%
|
4.84%
|
12.79%
|
32.66%
|
56.86%
|
28.12%
|
28.98%
|
19.33%
|
18.76%
|
%
|
Invesco India Growth Opportunities Fund |
0.41%
|
2.82%
|
7.01%
|
11.05%
|
34.68%
|
59.71%
|
24.24%
|
26.14%
|
19.33%
|
18.74%
|
%
|
Kotak Equity Opportunities Fund |
-0.18%
|
1.59%
|
3.58%
|
4.88%
|
25.88%
|
42.57%
|
22.50%
|
26.69%
|
18.63%
|
18.62%
|
%
|
LIC Mf Large & Mid Cap Fund |
-0.20%
|
0.50%
|
2.94%
|
8.07%
|
32.69%
|
48.98%
|
20.17%
|
24.68%
|
17.71%
|
%
|
%
|
Mahindra Manulife Top 250 Nivesh Yojana |
0.06%
|
1.35%
|
3.32%
|
6.16%
|
19.65%
|
39.14%
|
22.16%
|
%
|
%
|
%
|
%
|
Mirae Asset Emerging Bluechip Fund |
0.05%
|
1.08%
|
3.16%
|
7.96%
|
23.23%
|
35.94%
|
17.44%
|
26.15%
|
18.98%
|
21.20%
|
%
|
Motilal Oswal Large And Midcap Fund |
-0.15%
|
3.21%
|
7.14%
|
14.24%
|
41.35%
|
61.39%
|
27.85%
|
%
|
%
|
%
|
%
|
Quant Large & Mid Cap Fund |
0.09%
|
0.77%
|
0.68%
|
2.29%
|
20.40%
|
54.05%
|
28.79%
|
32.13%
|
20.32%
|
21.54%
|
%
|
Nippon India Vision Fund |
0.14%
|
1.98%
|
4.85%
|
8.22%
|
26.96%
|
47.28%
|
22.05%
|
25.93%
|
15.21%
|
14.72%
|
%
|
SBI Large And Midcap Fund |
-0.04%
|
1.05%
|
4.18%
|
8.14%
|
23.22%
|
35.05%
|
21.81%
|
25.63%
|
18.14%
|
17.41%
|
%
|
Sundaram Large And Midcap Fund |
0.25%
|
2.02%
|
3.64%
|
7.71%
|
25.27%
|
39.33%
|
18.14%
|
23.72%
|
17.61%
|
17.06%
|
%
|
Tata Large & Mid Cap Fund |
0.54%
|
1.40%
|
5.44%
|
8.49%
|
22.69%
|
35.41%
|
20.08%
|
23.94%
|
17.56%
|
16.88%
|
%
|
Union Large & Midcap Fund |
0.36%
|
2.23%
|
4.24%
|
6.71%
|
24.44%
|
36.32%
|
18.40%
|
%
|
%
|
%
|
%
|
UTI Core Equity Fund |
0.22%
|
1.05%
|
4.41%
|
11.77%
|
30.10%
|
48.71%
|
24.02%
|
27.13%
|
17.68%
|
16.11%
|
%
|
Axis Growth Opportunities Fund |
0.03%
|
1.91%
|
4.14%
|
7.57%
|
25.35%
|
42.89%
|
18.26%
|
27.21%
|
%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
39.52%
|
23.32%
|
21.54%
|
17.70%
|
15.35%
|
15.19%
|
Baroda BNP Paribas Large & Mid Cap Fund |
51.12%
|
32.05%
|
%
|
%
|
%
|
%
|
Bank Of India Large & Mid Cap Equity Fund |
39.96%
|
28.49%
|
25.91%
|
20.98%
|
17.19%
|
14.73%
|
Canara Robeco Emerging Equities |
49.07%
|
27.86%
|
25.95%
|
21.77%
|
19.37%
|
20.43%
|
DSP Equity Opportunities Fund |
51.45%
|
33.08%
|
28.47%
|
23.21%
|
19.67%
|
17.72%
|
Edelweiss Large & Mid Cap Fund |
47.37%
|
29.92%
|
27.19%
|
22.65%
|
%
|
%
|
Navi Large & Midcap Fund |
38.66%
|
23.48%
|
23.33%
|
19.35%
|
%
|
%
|
Franklin India Equity Advantage Fund |
46.74%
|
26.89%
|
25.15%
|
19.98%
|
16.31%
|
15.31%
|
HDFC Large And Mid Cap Fund |
45.56%
|
33.64%
|
31.57%
|
25.36%
|
20.23%
|
%
|
HSBC Large And Mid Cap Equity Fund |
53.20%
|
32.82%
|
28.14%
|
%
|
%
|
%
|
ICICI Prudential Large & Mid Cap Fund |
48.32%
|
33.21%
|
31.38%
|
25.12%
|
20.35%
|
17.56%
|
Bandhan Core Equity Fund |
59.58%
|
38.89%
|
32.75%
|
25.59%
|
20.87%
|
17.34%
|
Invesco India Growth Opportunities Fund |
63.24%
|
36.74%
|
29.45%
|
23.67%
|
19.95%
|
17.79%
|
Kotak Equity Opportunities Fund |
44.93%
|
30.97%
|
27.82%
|
23.22%
|
19.71%
|
17.73%
|
LIC Mf Large & Mid Cap Fund |
52.04%
|
29.68%
|
26.00%
|
21.47%
|
%
|
%
|
Mahindra Manulife Top 250 Nivesh Yojana |
36.45%
|
28.19%
|
%
|
%
|
%
|
%
|
Mirae Asset Emerging Bluechip Fund |
39.27%
|
26.46%
|
25.66%
|
22.43%
|
20.68%
|
%
|
Motilal Oswal Large And Midcap Fund |
68.87%
|
41.57%
|
%
|
%
|
%
|
%
|
Quant Large & Mid Cap Fund |
45.01%
|
35.05%
|
32.51%
|
26.77%
|
22.36%
|
20.13%
|
Nippon India Vision Fund |
50.38%
|
32.96%
|
29.08%
|
22.82%
|
18.00%
|
15.54%
|
SBI Large And Midcap Fund |
40.16%
|
27.44%
|
26.93%
|
22.39%
|
18.98%
|
17.42%
|
Sundaram Large And Midcap Fund |
42.69%
|
26.85%
|
24.90%
|
20.65%
|
18.06%
|
16.23%
|
Tata Large & Mid Cap Fund |
40.83%
|
27.37%
|
25.42%
|
21.55%
|
18.14%
|
16.54%
|
Union Large & Midcap Fund |
39.90%
|
26.10%
|
%
|
%
|
%
|
%
|
UTI Core Equity Fund |
54.97%
|
35.17%
|
31.37%
|
24.55%
|
19.51%
|
16.58%
|
Axis Growth Opportunities Fund |
45.67%
|
28.37%
|
26.53%
|
%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund |
40.67%
|
24.29%
|
22.55%
|
18.67%
|
16.36%
|
%
|
Baroda BNP Paribas Large & Mid Cap Fund |
53.08%
|
33.74%
|
%
|
%
|
%
|
%
|
Bank Of India Large & Mid Cap Equity Fund |
41.50%
|
29.75%
|
27.17%
|
22.19%
|
18.38%
|
%
|
Canara Robeco Emerging Equities |
50.62%
|
29.18%
|
27.34%
|
23.09%
|
20.69%
|
%
|
DSP Equity Opportunities Fund |
52.97%
|
34.32%
|
29.68%
|
24.33%
|
20.76%
|
%
|
Edelweiss Large & Mid Cap Fund |
49.50%
|
31.82%
|
29.13%
|
24.46%
|
%
|
%
|
Navi Large & Midcap Fund |
41.29%
|
25.75%
|
25.73%
|
21.57%
|
%
|
%
|
Franklin India Equity Advantage Fund |
47.78%
|
27.80%
|
26.09%
|
20.85%
|
17.16%
|
%
|
HDFC Large And Mid Cap Fund |
46.81%
|
34.72%
|
32.55%
|
26.12%
|
20.80%
|
%
|
HSBC Large And Mid Cap Equity Fund |
54.75%
|
34.27%
|
29.80%
|
%
|
%
|
%
|
ICICI Prudential Large & Mid Cap Fund |
49.69%
|
34.33%
|
32.47%
|
26.11%
|
21.35%
|
%
|
Bandhan Core Equity Fund |
61.43%
|
40.44%
|
34.26%
|
26.98%
|
22.29%
|
%
|
Invesco India Growth Opportunities Fund |
65.17%
|
38.30%
|
30.99%
|
25.11%
|
21.44%
|
%
|
Kotak Equity Opportunities Fund |
46.55%
|
32.43%
|
29.29%
|
24.59%
|
21.06%
|
%
|
LIC Mf Large & Mid Cap Fund |
54.12%
|
31.32%
|
27.74%
|
23.12%
|
%
|
%
|
Mahindra Manulife Top 250 Nivesh Yojana |
38.62%
|
30.28%
|
%
|
%
|
%
|
%
|
Mirae Asset Emerging Bluechip Fund |
40.59%
|
27.62%
|
26.89%
|
23.59%
|
21.79%
|
%
|
Motilal Oswal Large And Midcap Fund |
71.08%
|
43.46%
|
%
|
%
|
%
|
%
|
Quant Large & Mid Cap Fund |
46.92%
|
37.01%
|
34.42%
|
28.28%
|
23.48%
|
%
|
Nippon India Vision Fund |
51.13%
|
33.59%
|
29.71%
|
23.40%
|
18.59%
|
%
|
SBI Large And Midcap Fund |
41.42%
|
28.52%
|
27.98%
|
23.32%
|
19.83%
|
%
|
Sundaram Large And Midcap Fund |
44.24%
|
28.20%
|
26.32%
|
21.99%
|
19.29%
|
%
|
Tata Large & Mid Cap Fund |
42.36%
|
28.71%
|
26.58%
|
22.63%
|
19.28%
|
%
|
Union Large & Midcap Fund |
41.82%
|
27.75%
|
%
|
%
|
%
|
%
|
UTI Core Equity Fund |
56.28%
|
36.14%
|
32.24%
|
25.29%
|
20.18%
|
%
|
Axis Growth Opportunities Fund |
47.27%
|
29.82%
|
28.17%
|
%
|
%
|
%
|