Best Large & Mid Cap Mutual Funds December 2024

  • HSBC Large & Mid Cap Fund has shown very good performance in the Large & Mid Cap Fund category. The fund has rank of 5 out of 26 funds in the category. The fund has delivered return of 21.49% in 1 year, 14.29% in 3 years and 18.94% in 5 years. The category average for the same periods is 13.35%, 13.52% and 19.08% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …
  • Invesco India Large & Mid Cap Fund has shown very good performance in the Large & Mid Cap Fund category. The fund has rank of 4 out of 26 funds in the category. The fund has delivered return of 22.84% in 1 year, 17.0% in 3 years, 19.23% in 5 years and 14.92% in 10 years. The category average for the same periods is 13.35%, 13.52%, 19.08% and 13.91% respectively, which shows very good return performance of fund in the …
  • UTI Large & Mid Cap Fund has shown very good performance in the Large & Mid Cap Fund category. The fund has rank of 3 out of 26 funds in the category. The fund has delivered return of 17.32% in 1 year, 17.07% in 3 years, 21.22% in 5 years and 13.31% in 10 years. The category average for the same periods is 13.35%, 13.52%, 19.08% and 13.91% respectively, which shows very good return performance of fund in the category. …
  • motilal oswal large and midcap fund is the best performing fund in the Large & Mid Cap Fund category. The fund has delivered return of 27.1% in 1 year, 20.95% in 3 years and 23.55% in 5 years. The category average for the same periods is 13.35%, 13.52% and 19.08% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.26, VaR of -15.77, Average Drawdown of -7.09, Semi Deviation of …
  • Bandhan Core Equity Fund has exhibited very good performance in the Large & Mid Cap Fund category. The fund has rank of 2 out of 26 funds in the category. The fund has delivered return of 16.62% in 1 year, 18.7% in 3 years, 21.21% in 5 years and 15.06% in 10 years. The category average for the same periods is 13.35%, 13.52%, 19.08% and 13.91% respectively, which shows very good return performance of fund in the category. The fund …
  • Nippon India Vision Fund has shown good performance in the Large & Mid Cap Fund category. The fund has rank of 6 out of 26 funds in the category. The fund has delivered return of 15.7% in 1 year, 15.88% in 3 years, 19.4% in 5 years and 11.81% in 10 years. The category average for the same periods is 13.35%, 13.52%, 19.08% and 13.91% respectively, which shows good return performance of fund in the category. The fund has exhibited …

Full review at the fund page (link in the table below.)

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
1
27.10% 20.95% 23.55% % % 28.76% 22.67% 25.46% % % 14.26% -18.09% -15.77% 10.47% 0.91 0.70 1.29
2
16.62% 18.70% 21.21% 14.27% 15.06% 17.98% 20.10% 22.66% 15.67% 16.62% 13.83% -11.44% -15.87% 5.92% 0.96 0.57 1.08
3
17.32% 17.07% 21.22% 13.72% 13.31% 18.34% 17.95% 22.01% 14.42% 13.98% 13.41% -10.56% -13.55% 4.57% 0.92 0.53 0.97
4
22.84% 17.00% 19.23% 14.99% 14.92% 24.26% 18.44% 20.73% 16.44% 16.56% 14.05% -15.07% -17.82% 4.60% 0.94 0.49 0.96
5
21.49% 14.29% 18.94% % % 22.72% 15.71% 20.64% % % 13.55% -15.76% -16.08% 4.11% 0.89 0.46 0.89
6
15.70% 15.88% 19.40% 11.49% 11.81% 16.28% 16.46% 20.00% 12.08% 12.45% 12.99% -11.46% -14.49% 3.58% 0.91 0.47 0.91
7
14.48% 15.18% 18.98% 14.53% 14.71% 15.74% 16.52% 20.39% 15.87% 16.11% 12.60% -9.18% -14.76% 6.92% 0.88 0.49 0.92
8
15.46% 15.69% 19.01% 13.57% 14.86% 16.62% 16.82% 20.16% 14.67% 15.96% 13.82% -11.48% -16.20% 2.63% 0.94 0.46 0.84
9
13.73% 13.53% 19.23% 14.35% % 15.37% 15.31% 21.10% 16.09% % 13.43% -12.59% -15.93% 1.65% 0.90 0.41 0.74
10
9.33% 16.89% 21.38% 15.35% 13.44% 10.25% 17.86% 22.22% 15.97% 13.91% 13.91% -8.73% -15.81% 3.54% 0.97 0.50 0.93
11
14.80% 17.07% 21.69% 14.83% 14.34% 15.85% 18.09% 22.70% 15.83% 15.40% 12.57% -9.41% -14.58% 5.00% 0.84 0.49 0.97
12
17.33% 12.54% 17.48% 12.99% % 18.93% 14.08% 19.23% 14.64% % 13.59% -12.30% -15.87% 0.01% 0.91 0.36 0.63
13
15.70% 13.87% % % % 17.20% 15.44% % % % 14.22% -16.00% -16.27% 0.75% 0.95 0.36 0.69
14
15.75% 11.25% 19.05% 13.16% 15.33% 16.95% 12.47% 20.41% 14.47% 16.64% 13.00% -13.69% -15.61% -0.52% 0.88 0.31 0.59
15
9.91% 13.38% 19.27% 13.67% 14.43% 10.90% 14.37% 20.24% 14.57% 15.25% 12.74% -10.22% -16.08% 1.38% 0.87 0.37 0.72
16
11.49% 10.80% 16.38% 12.95% 13.55% 12.69% 12.04% 17.78% 14.26% 14.67% 13.46% -15.46% -16.94% -2.01% 0.93 0.28 0.52
17
16.11% 11.42% 20.14% % % 17.39% 12.80% 21.79% % % 14.67% -17.72% -18.83% -2.66% 0.95 0.24 0.46
18
8.91% 17.02% 24.00% 15.61% 16.87% 10.29% 18.83% 25.64% 16.86% 17.73% 16.51% -11.03% -19.04% 1.67% 1.06 0.42 0.76
19
6.90% 12.36% 16.71% 12.86% 12.88% 8.09% 13.59% 17.65% 13.96% 14.16% 12.28% -8.21% -14.05% 1.20% 0.84 0.37 0.69
20
9.06% 10.01% 18.26% % % 10.62% 11.51% 19.71% % % 13.10% -15.83% -17.83% -1.96% 0.88 0.23 0.47
21
6.02% 11.59% 19.92% % % 7.66% 13.53% 22.06% % % 13.54% -11.72% -18.39% -0.47% 0.92 0.31 0.61
22
12.74% 10.40% 16.56% 11.29% 11.28% 13.54% 11.23% 17.47% 12.16% 12.14% 13.56% -12.77% -18.91% -3.06% 0.92 0.23 0.43
23
7.14% 11.63% 17.60% 10.53% 11.36% 8.33% 12.79% 18.83% 11.74% 12.64% 14.05% -14.35% -17.75% -1.92% 0.96 0.29 0.54
24
5.88% 9.71% 18.14% 13.93% 16.93% 6.87% 10.77% 19.31% 15.02% 18.01% 13.25% -13.12% -16.58% -3.00% 0.92 0.24 0.45
25
7.55% 8.86% 15.73% 11.01% % 9.61% 10.96% 18.03% 13.13% % 13.72% -12.79% -17.84% -3.86% 0.92 0.21 0.37
26
6.33% 4.44% 13.83% 9.13% 11.36% 7.19% 5.31% 14.81% 10.11% 12.40% 14.78% -23.27% -20.83% -6.21% 1.01 0.06 0.06

Return Calculated On: 13 January 2025

Ratios Calculated On: 31 December 2024

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Large Midcap 250 Total Return Index
-2.95
-5.08
-9.39
-10.75
-8.41
8.86
13.98
20.30
14.19
15.07
14.04
Aditya Birla Sun Life Equity Advantage Fund
-3.27
-6.00
-10.10
-10.92
-8.98
6.33
4.44
13.83
9.13
11.36
11.87
Baroda BNP Paribas Large & Mid Cap Fund
-2.84
-5.39
-9.07
-8.80
-5.26
15.70
13.87
Bank of India Large & Mid Cap Equity Fund
-2.81
-5.06
-10.97
-11.00
-11.16
7.14
11.63
17.60
10.53
11.36
10.27
Canara Robeco Emerging Equities
-3.61
-6.46
-10.27
-10.27
-5.15
15.75
11.25
19.05
13.16
15.33
18.21
Whiteoak Capital Large & Mid Cap Fund
-3.18
-5.96
-9.50
-8.15
-4.50
14.77
Dsp Equity Opportunities Fund
-2.50
-4.63
-8.44
-10.09
-7.29
15.46
15.69
19.01
13.57
14.86
14.34
Edelweiss Large & Mid Cap Fund
-3.54
-6.18
-10.20
-9.49
-5.65
13.73
13.53
19.23
14.35
Navi Large & Midcap Fund
-3.11
-5.51
-8.73
-9.06
-5.51
7.55
8.86
15.73
11.01
Franklin India Equity Advantage Fund
-2.76
-4.34
-7.78
-8.97
-4.40
12.74
10.40
16.56
11.29
11.28
12.64
HDFC Large and Mid Cap Fund
-2.97
-5.31
-8.73
-10.41
-8.02
9.33
16.89
21.38
15.35
13.44
HSBC Large & Mid Cap Fund
-4.28
-8.92
-12.75
-11.02
-6.47
21.49
14.29
18.94
Icici Prudential Large & Mid Cap Fund
-2.29
-3.40
-5.97
-8.78
-5.34
14.80
17.07
21.69
14.83
14.34
14.23
Bandhan Core Equity Fund
-2.85
-5.40
-8.90
-10.12
-6.30
16.62
18.70
21.21
14.27
15.06
12.76
Invesco India Large & Mid Cap Fund
-4.01
-6.89
-10.15
-9.66
-1.65
22.84
17.00
19.23
14.99
14.92
14.58
Kotak Equity Opportunities Fund
-2.89
-5.48
-9.96
-9.88
-8.21
14.48
15.18
18.98
14.53
14.71
14.12
Lic Mf Large & Mid Cap Fund
-3.15
-5.65
-8.45
-8.48
-6.20
17.33
12.54
17.48
12.99
Mahindra Manulife Large & Mid Cap Fund
-2.93
-4.96
-8.97
-12.09
-9.65
6.02
11.59
19.92
Mirae Asset Large & Midcap Fund
-2.85
-5.21
-10.47
-10.98
-9.54
5.88
9.71
18.14
13.93
16.93
motilal oswal large and midcap fund
-4.40
-8.10
-10.38
-9.49
3.62
27.10
20.95
23.55
Quant Large & Mid Cap Fund
-2.70
-4.37
-6.64
-12.62
-14.45
8.91
17.02
24.00
15.61
16.87
15.92
Nippon India Vision Fund
-3.26
-5.64
-9.28
-9.10
-5.94
15.70
15.88
19.40
11.49
11.81
11.71
Sbi Large And Midcap Fund
-2.54
-4.36
-8.12
-9.01
-5.81
9.91
13.38
19.27
13.67
14.43
14.23
Sundaram Large And Midcap Fund
-3.13
-5.66
-9.34
-9.35
-6.04
11.49
10.80
16.38
12.95
13.55
12.37
Tata Large & Mid Cap Fund
-2.55
-5.02
-9.64
-11.40
-8.20
6.90
12.36
16.71
12.86
12.88
12.61
Union Large & Midcap Fund
-3.40
-6.61
-10.24
-9.55
-6.72
9.06
10.01
18.26
UTI Large & Mid Cap Fund
-2.35
-4.41
-8.69
-9.38
-5.66
17.32
17.07
21.22
13.72
13.31
12.83
PGIM India Large and Midcap Fund
-3.07
-4.78
-8.10
-7.42
-4.38
Axis Growth Opportunities Fund
-2.87
-5.58
-8.86
-9.90
-4.77
16.11
11.42
20.14
Bajaj Finserv Large and Mid Cap Fund
-2.17
-3.60
-6.50
-8.11
-4.34

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Large Midcap 250 Total Return Index
-2.95
-5.08
-9.39
-10.75
-8.41
8.86
13.98
20.30
14.19
15.07
14.04
Aditya Birla Sun Life Equity Advantage Fund
-3.26
-5.99
-10.04
-10.75
-8.62
7.19
5.31
14.81
10.11
12.40
Baroda BNP Paribas Large & Mid Cap Fund
-2.83
-5.36
-8.97
-8.51
-4.65
17.20
15.44
Bank of India Large & Mid Cap Equity Fund
-2.81
-5.05
-10.90
-10.76
-10.66
8.33
12.79
18.83
11.74
12.64
Canara Robeco Emerging Equities
-3.60
-6.44
-10.19
-10.05
-4.66
16.95
12.47
20.41
14.47
16.64
Whiteoak Capital Large & Mid Cap Fund
-3.17
-5.93
-9.37
-7.77
-3.70
16.75
Dsp Equity Opportunities Fund
-2.49
-4.61
-8.36
-9.86
-6.82
16.62
16.82
20.16
14.67
15.96
Edelweiss Large & Mid Cap Fund
-3.52
-6.15
-10.09
-9.17
-4.98
15.37
15.31
21.10
16.09
Navi Large & Midcap Fund
-3.10
-5.47
-8.58
-8.62
-4.61
9.61
10.96
18.03
13.13
Franklin India Equity Advantage Fund
-2.75
-4.32
-7.72
-8.80
-4.05
13.54
11.23
17.47
12.16
12.14
HDFC Large and Mid Cap Fund
-2.96
-5.29
-8.67
-10.23
-7.64
10.25
17.86
22.22
15.97
13.91
HSBC Large & Mid Cap Fund
-4.27
-8.90
-12.68
-10.79
-5.98
22.72
15.71
20.64
Icici Prudential Large & Mid Cap Fund
-2.28
-3.38
-5.90
-8.58
-4.92
15.85
18.09
22.70
15.83
15.40
Bandhan Core Equity Fund
-2.84
-5.38
-8.81
-9.86
-5.76
17.98
20.10
22.66
15.67
16.62
Invesco India Large & Mid Cap Fund
-3.99
-6.86
-10.07
-9.41
-1.08
24.26
18.44
20.73
16.44
16.56
Kotak Equity Opportunities Fund
-2.88
-5.46
-9.88
-9.64
-7.71
15.74
16.52
20.39
15.87
16.11
Lic Mf Large & Mid Cap Fund
-3.14
-5.62
-8.35
-8.17
-5.56
18.93
14.08
19.23
14.64
Mahindra Manulife Large & Mid Cap Fund
-2.91
-4.93
-8.86
-11.76
-8.97
7.66
13.53
22.06
Mirae Asset Large & Midcap Fund
-2.84
-5.19
-10.41
-10.77
-9.12
6.87
10.77
19.31
15.02
18.01
motilal oswal large and midcap fund
-4.39
-8.08
-10.29
-9.21
4.27
28.76
22.67
25.46
Quant Large & Mid Cap Fund
-2.69
-4.34
-6.54
-12.34
-13.91
10.29
18.83
25.64
16.86
17.73
Nippon India Vision Fund
-3.25
-5.63
-9.24
-8.99
-5.70
16.28
16.46
20.00
12.08
12.45
Sbi Large And Midcap Fund
-2.54
-4.34
-8.05
-8.81
-5.39
10.90
14.37
20.24
14.57
15.25
Sundaram Large And Midcap Fund
-3.12
-5.64
-9.25
-9.11
-5.54
12.69
12.04
17.78
14.26
14.67
Tata Large & Mid Cap Fund
-2.54
-5.00
-9.55
-11.16
-7.70
8.09
13.59
17.65
13.96
14.16
Union Large & Midcap Fund
-3.39
-6.59
-10.13
-9.22
-6.10
10.62
11.51
19.71
UTI Large & Mid Cap Fund
-2.34
-4.39
-8.62
-9.17
-5.25
18.34
17.95
22.01
14.42
13.98
PGIM India Large and Midcap Fund
-3.11
-4.79
-8.05
-7.09
-3.60
Axis Growth Opportunities Fund
-2.85
-5.55
-8.79
-9.64
-4.26
17.39
12.80
21.79
Bajaj Finserv Large and Mid Cap Fund
-2.16
-3.57
-6.38
-7.77
-3.64

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Advantage Fund
-3.34
12.63
14.04
13.23
12.17
13.28
Baroda BNP Paribas Large & Mid Cap Fund
3.31
21.04
Bank of India Large & Mid Cap Equity Fund
-6.05
16.10
17.98
16.32
14.14
12.88
Canara Robeco Emerging Equities
3.97
17.60
18.87
17.67
16.50
18.63
Whiteoak Capital Large & Mid Cap Fund
4.46
Dsp Equity Opportunities Fund
2.90
21.40
21.25
18.94
16.79
16.01
Edelweiss Large & Mid Cap Fund
3.40
19.22
20.28
18.54
Navi Large & Midcap Fund
1.69
13.38
16.67
15.33
Franklin India Equity Advantage Fund
3.89
16.79
18.48
16.03
13.69
13.67
HDFC Large and Mid Cap Fund
-1.76
20.47
23.40
20.58
17.28
HSBC Large & Mid Cap Fund
6.39
22.58
21.68
Icici Prudential Large & Mid Cap Fund
2.21
21.23
23.99
20.89
17.68
15.92
Bandhan Core Equity Fund
3.41
24.96
24.60
20.84
17.75
15.52
Invesco India Large & Mid Cap Fund
10.34
25.77
22.95
19.74
17.40
16.24
Kotak Equity Opportunities Fund
-0.28
19.14
20.48
18.88
16.84
16.03
Lic Mf Large & Mid Cap Fund
7.18
19.95
19.78
17.74
Mahindra Manulife Large & Mid Cap Fund
-6.67
15.84
19.53
Mirae Asset Large & Midcap Fund
-5.02
14.38
17.42
17.41
17.19
motilal oswal large and midcap fund
18.77
31.75
28.52
Quant Large & Mid Cap Fund
-9.40
19.70
22.87
21.23
18.54
17.91
Nippon India Vision Fund
3.86
22.06
22.31
19.09
15.55
14.04
Sbi Large And Midcap Fund
0.88
16.85
20.13
18.39
16.33
15.95
Sundaram Large And Midcap Fund
1.27
16.75
18.38
16.59
15.38
14.67
Tata Large & Mid Cap Fund
-5.21
14.07
17.13
16.39
14.77
14.51
Union Large & Midcap Fund
-0.84
15.37
17.68
UTI Large & Mid Cap Fund
5.33
23.25
23.98
20.39
16.83
14.96
PGIM India Large and Midcap Fund
Axis Growth Opportunities Fund
-11.44
17.25
19.36
Bajaj Finserv Large and Mid Cap Fund

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Advantage Fund
-2.53
13.57
15.02
14.20
13.19
Baroda BNP Paribas Large & Mid Cap Fund
4.70
22.66
Bank of India Large & Mid Cap Equity Fund
-4.95
17.34
19.23
17.54
15.35
Canara Robeco Emerging Equities
5.10
18.87
20.22
18.99
17.83
Whiteoak Capital Large & Mid Cap Fund
6.31
Dsp Equity Opportunities Fund
3.99
22.62
22.45
20.08
17.90
Edelweiss Large & Mid Cap Fund
4.95
21.04
22.18
20.36
Navi Large & Midcap Fund
3.72
15.58
19.02
17.57
Franklin India Equity Advantage Fund
4.68
17.67
19.40
16.91
14.54
HDFC Large and Mid Cap Fund
-0.92
21.50
24.38
21.39
17.89
HSBC Large & Mid Cap Fund
7.54
23.94
23.26
Icici Prudential Large & Mid Cap Fund
3.17
22.32
25.08
21.89
18.68
Bandhan Core Equity Fund
4.67
26.45
26.10
22.23
19.17
Invesco India Large & Mid Cap Fund
11.67
27.28
24.47
21.17
18.88
Kotak Equity Opportunities Fund
0.87
20.53
21.92
20.25
18.19
Lic Mf Large & Mid Cap Fund
8.70
21.54
21.48
19.39
Mahindra Manulife Large & Mid Cap Fund
-5.18
17.80
21.70
Mirae Asset Large & Midcap Fund
-4.10
15.50
18.61
18.58
18.30
motilal oswal large and midcap fund
20.35
33.57
30.40
Quant Large & Mid Cap Fund
-8.19
21.49
24.75
22.78
19.71
Nippon India Vision Fund
4.40
22.69
22.93
19.68
16.13
Sbi Large And Midcap Fund
1.82
17.90
21.18
19.35
17.21
Sundaram Large And Midcap Fund
2.40
18.05
19.77
17.93
16.63
Tata Large & Mid Cap Fund
-4.11
15.35
18.33
17.49
15.92
Union Large & Midcap Fund
0.61
17.00
19.26
UTI Large & Mid Cap Fund
6.29
24.24
24.88
21.17
17.52
PGIM India Large and Midcap Fund
Axis Growth Opportunities Fund
-10.37
18.66
20.94
Bajaj Finserv Large and Mid Cap Fund

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Advantage Fund -20.83 -23.27 -15.34 14.78 10.58
Baroda Bnp Paribas Large & Mid Cap Fund -16.27 -16.00 -8.33 14.22 10.07
Bank Of India Large & Mid Cap Equity Fund -17.75 -14.35 -8.17 14.05 9.51
Canara Robeco Emerging Equities -15.61 -13.69 -7.43 13.00 8.92
Dsp Equity Opportunities Fund -16.20 -11.48 -5.06 13.82 9.38
Edelweiss Large & Mid Cap Fund -15.93 -12.59 -5.92 13.43 9.04
Navi Large & Midcap Fund -17.84 -12.79 -6.65 13.72 9.27
Franklin India Equity Advantage Fund -18.91 -12.77 -7.48 13.56 9.25
Hdfc Large And Mid Cap Fund -15.81 -8.73 -5.49 13.91 9.65
Hsbc Large & Mid Cap Fund -16.08 -15.76 -7.75 13.55 9.65
Icici Prudential Large & Mid Cap Fund -14.58 -9.41 -4.40 12.57 9.17
Bandhan Core Equity Fund -15.87 -11.44 -5.50 13.83 9.86
Invesco India Large & Mid Cap Fund -17.82 -15.07 -7.48 14.05 10.12
Kotak Equity Opportunities Fund -14.76 -9.18 -4.18 12.60 8.91
Lic Mf Large & Mid Cap Fund -15.87 -12.30 -5.88 13.59 9.00
Mahindra Manulife Large & Mid Cap Fund -18.39 -11.72 -5.28 13.54 9.65
Mirae Asset Large & Midcap Fund -16.58 -13.12 -6.06 13.25 9.21
Motilal Oswal Large And Midcap Fund -15.77 -18.09 -7.09 14.26 10.16
Quant Large & Mid Cap Fund -19.04 -11.03 -5.98 16.51 11.29
Nippon India Vision Fund -14.49 -11.46 -5.58 12.99 9.25
Sbi Large And Midcap Fund -16.08 -10.22 -6.30 12.74 8.88
Sundaram Large And Midcap Fund -16.94 -15.46 -6.06 13.46 9.21
Tata Large & Mid Cap Fund -14.05 -8.21 -4.59 12.28 8.49
Union Large & Midcap Fund -17.83 -15.83 -8.06 13.10 9.44
Uti Large & Mid Cap Fund -13.55 -10.56 -5.57 13.41 9.34
Axis Growth Opportunities Fund -18.83 -17.72 -8.46 14.67 10.20

Calculated On: 31 December 2024

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
0.06
0.06
0.24
0.40
-6.21
1.01
0.86
0.01
0.71
-6.0000
Baroda Bnp Paribas Large & Mid Cap Fund
0.69
0.36
0.67
0.36
0.75
0.95
0.88
0.10
1.42
-0.3800
Bank Of India Large & Mid Cap Equity Fund
0.54
0.29
0.61
0.38
-1.92
0.96
0.93
0.08
1.25
-2.6500
Canara Robeco Emerging Equities
0.59
0.31
0.64
0.39
-0.52
0.88
0.92
0.09
1.30
-3.2200
Dsp Equity Opportunities Fund
0.84
0.46
0.89
0.39
2.63
0.94
0.94
0.12
1.57
2.4800
Edelweiss Large & Mid Cap Fund
0.74
0.41
0.77
0.39
1.65
0.90
0.96
0.11
1.47
-0.7800
Navi Large & Midcap Fund
0.37
0.21
0.54
0.39
-3.86
0.92
0.91
0.06
1.06
-4.2600
Franklin India Equity Advantage Fund
0.43
0.23
0.58
0.41
-3.06
0.92
0.92
0.06
1.13
-4.3600
Hdfc Large And Mid Cap Fund
0.93
0.50
1.10
0.39
3.54
0.97
0.98
0.13
1.67
3.3600
Hsbc Large & Mid Cap Fund
0.89
0.46
0.77
0.38
4.11
0.89
0.85
0.14
1.63
2.2600
Icici Prudential Large & Mid Cap Fund
0.97
0.49
1.02
0.39
5.00
0.84
0.90
0.14
1.71
1.8600
Bandhan Core Equity Fund
1.08
0.57
1.06
0.39
5.92
0.96
0.94
0.16
1.83
4.9100
Invesco India Large & Mid Cap Fund
0.96
0.49
0.84
0.39
4.60
0.94
0.90
0.14
1.70
3.4600
Kotak Equity Opportunities Fund
0.92
0.49
1.00
0.41
6.92
0.88
0.90
0.13
1.62
5.2500
Lic Mf Large & Mid Cap Fund
0.63
0.36
0.72
0.37
0.01
0.91
0.90
0.09
1.35
-1.0600
Mahindra Manulife Large & Mid Cap Fund
0.61
0.31
0.72
0.36
-0.47
0.92
0.93
0.09
1.33
-1.4600
Mirae Asset Large & Midcap Fund
0.45
0.24
0.57
0.39
-3.00
0.92
0.97
0.06
1.15
-4.0100
Motilal Oswal Large And Midcap Fund
1.29
0.70
0.94
0.41
10.47
0.91
0.81
0.20
2.04
8.7900
Quant Large & Mid Cap Fund
0.76
0.42
0.96
0.37
1.67
1.06
0.82
0.12
1.50
2.2700
Nippon India Vision Fund
0.91
0.47
0.91
0.38
3.58
0.91
0.97
0.13
1.65
1.5000
Sbi Large And Midcap Fund
0.72
0.37
0.82
0.39
1.38
0.87
0.94
0.11
1.44
-0.6900
Sundaram Large And Midcap Fund
0.52
0.28
0.57
0.38
-2.01
0.93
0.96
0.08
1.23
-3.5300
Tata Large & Mid Cap Fund
0.69
0.37
0.88
0.38
1.20
0.84
0.92
0.10
1.41
-1.7900
Union Large & Midcap Fund
0.47
0.23
0.52
0.40
-1.96
0.88
0.89
0.07
1.17
-4.4000
Uti Large & Mid Cap Fund
0.97
0.53
1.01
0.38
4.57
0.92
0.94
0.14
1.71
2.9700
Axis Growth Opportunities Fund
0.46
0.24
0.51
0.41
-2.66
0.95
0.83
0.07
1.16
-5.7000

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 12,759.60 11,781.49 41,014.80 43,491.74 114,660.00 85,328.70 154,803.60 134,645.95 351,876.00 226,266.36 967,626.00 531,852.84
Baroda BNP Paribas Large & Mid Cap Fund 13,884.00 12,214.16 53,157.60 49,015.15
Bank of India Large & Mid Cap Equity Fund 12,856.80 11,602.03 50,083.20 45,713.09 134,934.00 94,005.96 169,276.80 150,375.96 352,008.00 251,404.92 780,156.00 513,820.80
Canara Robeco Emerging Equities 13,890.00 12,257.26 49,561.20 46,703.16 143,490.00 96,091.62 199,634.40 157,775.44 499,620.00 285,375.72 2,213,892.00 847,904.58
Whiteoak Capital Large & Mid Cap Fund 13,772.40 12,288.56
Dsp Equity Opportunities Fund 13,855.20 12,188.10 55,738.80 49,257.72 143,238.00 101,803.14 204,674.40 165,130.81 479,712.00 289,916.16 1,343,106.00 673,658.64
Edelweiss Large & Mid Cap Fund 13,647.60 12,220.13 52,675.20 47,782.08 144,582.00 99,449.34 214,687.20 162,746.22
Navi Large & Midcap Fund 12,906.00 12,109.97 46,443.60 43,964.14 124,560.00 91,038.06 174,552.00 145,134.95
Franklin India Equity Advantage Fund 13,528.80 12,252.11 48,441.60 46,166.11 129,066.00 95,176.98 177,634.80 148,846.32 349,368.00 245,408.64 1,073,844.00 549,743.04
HDFC Large and Mid Cap Fund 13,119.60 11,884.76 57,499.20 48,625.13 158,070.00 107,240.28 228,202.80 175,058.60 423,552.00 297,525.00
HSBC Large & Mid Cap Fund 14,578.80 12,412.19 53,744.40 50,071.64 142,848.00 102,869.58
Icici Prudential Large & Mid Cap Fund 13,776.00 12,143.74 57,765.60 49,141.98 160,098.00 108,786.72 221,172.00 176,993.38 458,184.00 304,067.52 1,324,818.00 668,547.00
Bandhan Core Equity Fund 13,994.40 12,220.88 60,202.80 51,742.12 157,002.00 110,389.62 213,662.40 176,652.76 488,016.00 305,181.36 1,090,260.00 645,810.84
Invesco India Large & Mid Cap Fund 14,740.80 12,663.18 57,661.20 52,319.27 144,570.00 106,079.40 223,330.80 169,874.12 482,124.00 299,472.84 1,386,540.00 687,660.84
Kotak Equity Opportunities Fund 13,737.60 11,982.00 55,004.40 47,726.82 143,088.00 99,929.88 217,182.00 164,752.64 473,280.00 290,564.88 1,306,062.00 674,848.44
Lic Mf Large & Mid Cap Fund 14,079.60 12,462.64 51,314.40 48,270.71 134,292.00 98,236.98 197,534.40 158,211.73
Mahindra Manulife Large & Mid Cap Fund 12,722.40 11,560.91 50,022.00 45,548.24 148,794.00 97,642.56
Mirae Asset Large & Midcap Fund 12,705.60 11,670.59 47,545.20 44,604.40 138,096.00 92,739.36 209,294.40 156,357.85 573,204.00 296,152.20
motilal oswal large and midcap fund 15,252.00 13,190.23 63,702.00 56,702.48 172,728.00 121,231.98
Quant Large & Mid Cap Fund 13,069.20 11,378.48 57,686.40 48,105.86 175,908.00 105,883.50 231,932.40 179,105.72 570,288.00 318,624.24 1,650,456.00 795,706.92
Nippon India Vision Fund 13,884.00 12,249.94 56,016.00 49,717.69 145,602.00 104,446.50 179,860.80 165,995.51 366,276.00 271,104.24 948,150.00 567,624.06
Sbi Large And Midcap Fund 13,189.20 12,057.11 52,477.20 46,204.56 144,798.00 99,090.24 205,984.80 161,904.20 462,108.00 282,806.04 1,324,836.00 670,406.22
Sundaram Large And Midcap Fund 13,378.80 12,082.74 48,963.60 46,140.70 128,082.00 94,937.94 196,996.80 151,857.64 427,500.00 268,677.48 1,034,712.00 599,632.02
Tata Large & Mid Cap Fund 12,828.00 11,657.81 51,062.40 44,404.38 129,924.00 92,088.72 195,879.60 150,759.17 403,068.00 260,036.16 1,068,966.00 591,192.36
Union Large & Midcap Fund 13,087.20 11,945.44 47,926.80 45,239.15 138,762.00 93,338.52
UTI Large & Mid Cap Fund 14,078.40 12,344.62 57,762.00 50,542.09 157,020.00 108,753.36 206,589.60 173,843.96 418,548.00 290,464.44 1,100,358.00 614,900.70
PGIM India Large and Midcap Fund
Axis Growth Opportunities Fund 13,933.20 11,241.12 49,802.40 46,467.54 150,150.00 97,242.66
Bajaj Finserv Large and Mid Cap Fund

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 12,862.80 11,834.71 42,048.00 44,085.24 119,682.00 87,422.76 164,850.00 139,391.95 386,160.00 238,855.92
Baroda BNP Paribas Large & Mid Cap Fund 14,064.00 12,304.22 55,378.80 50,131.55
Bank of India Large & Mid Cap Equity Fund 12,999.60 11,674.86 51,649.20 46,526.62 142,170.00 96,920.70 182,700.00 157,056.90 394,656.00 268,298.40
Canara Robeco Emerging Equities 14,034.00 12,329.56 51,224.40 47,545.88 151,854.00 99,307.56 216,300.00 165,380.54 559,284.00 306,488.28
Whiteoak Capital Large & Mid Cap Fund 14,010.00 12,407.21
Dsp Equity Opportunities Fund 13,994.40 12,258.08 57,394.80 50,098.68 150,300.00 104,800.86 219,004.80 171,926.66 527,472.00 307,766.52
Edelweiss Large & Mid Cap Fund 13,844.40 12,320.04 55,191.60 49,013.57 156,294.00 104,143.02 238,677.60 173,638.50
Navi Large & Midcap Fund 13,153.20 12,241.03 49,179.60 45,379.33 137,412.00 96,445.14 199,214.40 157,232.71
Franklin India Equity Advantage Fund 13,624.80 12,302.47 49,539.60 46,748.27 134,226.00 97,329.96 187,521.60 153,579.13 377,448.00 256,829.04
HDFC Large and Mid Cap Fund 13,230.00 11,940.23 58,942.80 49,330.40 163,632.00 109,812.36 236,905.20 180,132.46 441,192.00 307,504.56
HSBC Large & Mid Cap Fund 14,726.40 12,485.69 55,767.60 51,022.58 153,300.00 106,893.84
Icici Prudential Large & Mid Cap Fund 13,902.00 12,205.67 59,292.00 49,892.44 166,842.00 111,664.74 234,956.40 183,402.74 502,560.00 320,979.00
Bandhan Core Equity Fund 14,157.60 12,302.00 62,366.40 52,807.10 166,596.00 114,417.78 232,671.60 185,634.79 558,588.00 329,593.32
Invesco India Large & Mid Cap Fund 14,911.20 12,747.13 59,806.80 53,404.60 153,888.00 110,031.18 243,801.60 178,769.22 555,588.00 324,383.04
Kotak Equity Opportunities Fund 13,888.80 12,056.83 56,955.60 48,665.59 151,758.00 103,483.86 235,485.60 172,992.46 534,336.00 312,499.44
Lic Mf Large & Mid Cap Fund 14,271.60 12,559.24 53,442.00 49,359.42 144,570.00 102,369.90 218,610.00 167,758.00
Mahindra Manulife Large & Mid Cap Fund 12,919.20 11,659.85 52,675.20 46,834.42 162,594.00 102,926.82
Mirae Asset Large & Midcap Fund 12,824.40 11,731.52 48,931.20 45,323.06 145,038.00 95,472.12 223,708.80 162,993.52 628,548.00 314,484.00
motilal oswal large and midcap fund 15,451.20 13,288.03 66,456.00 58,082.29 186,522.00 126,747.66
Quant Large & Mid Cap Fund 13,234.80 11,459.69 60,411.60 49,320.68 187,830.00 110,779.14 249,975.60 189,258.13 613,812.00 339,420.36
Nippon India Vision Fund 13,953.60 12,284.89 56,869.20 50,150.48 149,310.00 106,030.32 186,639.60 169,508.22 387,864.00 279,798.24
Sbi Large And Midcap Fund 13,308.00 12,118.42 53,852.40 46,900.76 150,780.00 101,645.82 217,711.20 167,509.44 496,008.00 296,416.20
Sundaram Large And Midcap Fund 13,522.80 12,156.01 50,637.60 47,002.43 135,966.00 98,222.22 213,612.00 159,272.40 471,840.00 287,424.00
Tata Large & Mid Cap Fund 12,970.80 11,730.32 52,765.20 45,231.08 135,258.00 94,830.30 209,697.60 156,794.23 451,128.00 276,621.96
Union Large & Midcap Fund 13,274.40 12,039.40 49,921.20 46,304.46 147,504.00 96,999.06
UTI Large & Mid Cap Fund 14,200.80 12,405.83 59,076.00 51,233.04 162,210.00 111,133.02 215,661.60 178,721.93 443,904.00 301,536.60
PGIM India Large and Midcap Fund
Axis Growth Opportunities Fund 14,086.80 11,313.35 51,667.20 47,406.31 160,764.00 101,048.10
Bajaj Finserv Large and Mid Cap Fund