Best Large & Mid Cap Funds December 2024


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
23.39% 21.58% 22.10% % % 25.00% 23.30% 23.98% % % 14.26% -18.09% -15.77% 10.47% 0.91 0.70 1.29
2
15.79% 20.69% 21.32% 14.57% 14.46% 17.15% 22.12% 22.77% 15.97% 16.02% 13.83% -11.44% -15.87% 5.92% 0.96 0.57 1.08
3
19.30% 19.21% 21.88% 14.12% 12.77% 20.36% 20.11% 22.69% 14.83% 13.44% 13.41% -10.56% -13.55% 4.57% 0.92 0.53 0.97
4
21.43% 18.78% 19.04% 14.73% 14.07% 22.85% 20.23% 20.53% 16.17% 15.70% 14.05% -15.07% -17.82% 4.60% 0.94 0.49 0.96
5
17.02% 15.56% 18.14% % % 18.21% 16.98% 19.81% % % 13.55% -15.76% -16.08% 4.11% 0.89 0.46 0.89
6
16.79% 18.47% 19.98% 11.89% 11.49% 17.38% 19.07% 20.59% 12.48% 12.13% 12.99% -11.46% -14.49% 3.58% 0.91 0.47 0.91
7
14.66% 16.95% 18.68% 14.70% 14.07% 15.93% 18.32% 20.09% 16.04% 15.47% 12.60% -9.18% -14.76% 6.92% 0.88 0.49 0.92
8
16.12% 17.37% 19.10% 14.07% 14.56% 17.29% 18.52% 20.25% 15.18% 15.66% 13.82% -11.48% -16.20% 2.63% 0.94 0.46 0.84
9
13.72% 15.75% 19.24% 14.49% % 15.37% 17.55% 21.11% 16.24% % 13.43% -12.59% -15.93% 1.65% 0.90 0.41 0.74
10
10.33% 18.84% 22.07% 15.08% 13.00% 11.26% 19.82% 22.92% 15.71% 13.47% 13.91% -8.73% -15.81% 3.54% 0.97 0.50 0.93
11
17.12% 19.42% 22.60% 15.56% 14.08% 18.19% 20.47% 23.62% 16.56% 15.14% 12.57% -9.41% -14.58% 5.00% 0.84 0.49 0.97
12
16.35% 14.15% 17.21% 13.49% % 17.94% 15.70% 18.94% 15.14% % 13.59% -12.30% -15.87% 0.01% 0.91 0.36 0.63
13
11.95% 15.97% % % % 13.42% 17.57% % % % 14.22% -16.00% -16.27% 0.75% 0.95 0.36 0.69
14
17.84% 13.56% 18.65% 13.80% 15.04% 19.07% 14.81% 20.00% 15.11% 16.35% 13.00% -13.69% -15.61% -0.52% 0.88 0.31 0.59
15
11.78% 15.57% 19.18% 14.23% 13.95% 12.80% 16.57% 20.15% 15.14% 14.76% 12.74% -10.22% -16.08% 1.38% 0.87 0.37 0.72
16
13.05% 13.07% 16.36% 13.13% 13.31% 14.27% 14.34% 17.76% 14.44% 14.43% 13.46% -15.46% -16.94% -2.01% 0.93 0.28 0.52
17
18.32% 13.91% 19.98% % % 19.66% 15.33% 21.61% % % 14.67% -17.72% -18.83% -2.66% 0.95 0.24 0.46
18
7.51% 19.36% 23.99% 16.38% 16.68% 8.88% 21.20% 25.64% 17.64% 17.55% 16.51% -11.03% -19.04% 1.67% 1.06 0.42 0.76
19
8.34% 14.47% 17.12% 13.21% 12.47% 9.56% 15.72% 18.07% 14.31% 13.73% 12.28% -8.21% -14.05% 1.20% 0.84 0.37 0.69
20
9.84% 12.79% 18.02% % % 11.37% 14.33% 19.46% % % 13.10% -15.83% -17.83% -1.96% 0.88 0.23 0.47
21
3.97% 13.46% 20.08% % % 5.59% 15.43% 22.22% % % 13.54% -11.72% -18.39% -0.47% 0.92 0.31 0.61
22
13.90% 12.64% 16.78% 11.45% 10.91% 14.72% 13.49% 17.70% 12.31% 11.77% 13.56% -12.77% -18.91% -3.06% 0.92 0.23 0.43
23
7.73% 13.82% 17.49% 11.23% 10.95% 8.94% 15.01% 18.72% 12.46% 12.22% 14.05% -14.35% -17.75% -1.92% 0.96 0.29 0.54
24
7.11% 11.88% 18.68% 14.80% 16.71% 8.12% 12.96% 19.85% 15.90% 17.79% 13.25% -13.12% -16.58% -3.00% 0.92 0.24 0.45
25
9.73% 10.84% 15.65% 11.96% % 11.84% 12.97% 17.95% 14.10% % 13.72% -12.79% -17.84% -3.86% 0.92 0.21 0.37
26
8.15% 7.55% 13.71% 9.64% 10.89% 9.02% 8.44% 14.69% 10.63% 11.92% 14.78% -23.27% -20.83% -6.21% 1.01 0.06 0.06

Return Calculated On: 31 January 2025

Ratios Calculated On: 31 December 2024

Large & Mid Cap Funds Ranking

As On: 31 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Advantage Fund
1.32
0.85
-5.73
-5.87
-9.80
8.15
7.55
13.71
9.64
10.89
12.45
Baroda BNP Paribas Large & Mid Cap Fund
1.17
0.11
-7.53
-5.73
-6.72
11.95
15.97
Bank of India Large & Mid Cap Equity Fund
1.30
0.87
-4.79
-6.33
-11.41
7.73
13.82
17.49
11.23
10.95
10.92
Canara Robeco Emerging Equities
1.57
1.67
-6.60
-4.31
-6.29
17.84
13.56
18.65
13.80
15.04
18.58
Whiteoak Capital Large & Mid Cap Fund
1.03
0.77
-6.41
-4.75
-4.95
15.53
Dsp Equity Opportunities Fund
1.13
1.10
-4.47
-5.41
-8.16
16.12
17.37
19.10
14.07
14.56
14.83
Edelweiss Large & Mid Cap Fund
1.51
0.61
-6.28
-5.19
-5.80
13.72
15.75
19.24
14.49
Navi Large & Midcap Fund
1.25
1.15
-4.97
-4.70
-6.97
9.73
10.84
15.65
11.96
Franklin India Equity Advantage Fund
1.15
1.13
-3.32
-3.44
-5.58
13.90
12.64
16.78
11.45
10.91
13.15
HDFC Large and Mid Cap Fund
1.28
1.00
-4.75
-5.15
-8.89
10.33
18.84
22.07
15.08
13.00
HSBC Large & Mid Cap Fund
1.64
-0.99
-12.44
-7.27
-9.29
17.02
15.56
18.14
Icici Prudential Large & Mid Cap Fund
1.23
1.51
0.74
-2.66
-4.85
17.12
19.42
22.60
15.56
14.08
14.82
Bandhan Core Equity Fund
1.18
1.05
-5.51
-5.12
-7.33
15.79
20.69
21.32
14.57
14.46
13.17
Invesco India Large & Mid Cap Fund
1.13
0.50
-8.50
-4.44
-3.71
21.43
18.78
19.04
14.73
14.07
14.92
Kotak Equity Opportunities Fund
1.17
0.59
-6.21
-5.90
-9.20
14.66
16.95
18.68
14.70
14.07
14.56
Lic Mf Large & Mid Cap Fund
1.72
0.47
-6.12
-5.19
-7.85
16.35
14.15
17.21
13.49
Mahindra Manulife Large & Mid Cap Fund
1.23
-0.29
-6.45
-6.98
-9.74
3.97
13.46
20.08
Mirae Asset Large & Midcap Fund
1.20
0.74
-5.22
-5.75
-10.28
7.11
11.88
18.68
14.80
16.71
motilal oswal large and midcap fund
2.71
0.00
-13.05
-7.29
-1.96
23.39
21.58
22.10
Quant Large & Mid Cap Fund
1.52
0.02
-2.97
-6.87
-13.67
7.51
19.36
23.99
16.38
16.68
16.33
Nippon India Vision Fund
1.07
0.37
-4.72
-3.29
-5.66
16.79
18.47
19.98
11.89
11.49
12.21
Sbi Large And Midcap Fund
0.94
0.76
-3.27
-4.39
-5.88
11.78
15.57
19.18
14.23
13.95
14.72
Sundaram Large And Midcap Fund
1.24
1.04
-6.43
-5.60
-6.81
13.05
13.07
16.36
13.13
13.31
12.86
Tata Large & Mid Cap Fund
1.16
0.98
-4.61
-7.62
-9.03
8.34
14.47
17.12
13.21
12.47
13.21
Union Large & Midcap Fund
1.20
0.51
-7.86
-5.27
-7.61
9.84
12.79
18.02
UTI Large & Mid Cap Fund
1.23
0.97
-4.24
-5.10
-6.13
19.30
19.21
21.88
14.12
12.77
13.39
PGIM India Large and Midcap Fund
0.71
0.80
-5.09
-3.23
-4.53
Axis Growth Opportunities Fund
1.06
0.46
-4.81
-3.85
-5.28
18.32
13.91
19.98
Bajaj Finserv Large and Mid Cap Fund
1.22
1.00
-4.17
-4.07
-5.73
Nifty Large Midcap 250 Total Return Index
1.46
1.22
-3.90
-4.30
-8.04
11.06
16.78
20.76
14.76
14.77
14.54

As On: 31 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Advantage Fund
1.33
0.86
-5.67
-5.69
-9.44
9.02
8.44
14.69
10.63
11.92
Baroda BNP Paribas Large & Mid Cap Fund
1.18
0.14
-7.43
-5.43
-6.11
13.42
17.57
Bank of India Large & Mid Cap Equity Fund
1.30
0.88
-4.69
-6.06
-10.91
8.94
15.01
18.72
12.46
12.22
Canara Robeco Emerging Equities
1.58
1.69
-6.52
-4.05
-5.80
19.07
14.81
20.00
15.11
16.35
Whiteoak Capital Large & Mid Cap Fund
1.03
0.80
-6.27
-4.35
-4.15
17.51
Dsp Equity Opportunities Fund
1.13
1.12
-4.39
-5.17
-7.69
17.29
18.52
20.25
15.18
15.66
Edelweiss Large & Mid Cap Fund
1.52
0.64
-6.16
-4.85
-5.11
15.37
17.55
21.11
16.24
Navi Large & Midcap Fund
1.25
1.18
-4.82
-4.24
-6.07
11.84
12.97
17.95
14.10
Franklin India Equity Advantage Fund
1.15
1.14
-3.26
-3.26
-5.23
14.72
13.49
17.70
12.31
11.77
HDFC Large and Mid Cap Fund
1.28
1.02
-4.69
-4.97
-8.52
11.26
19.82
22.92
15.71
13.47
HSBC Large & Mid Cap Fund
1.64
-0.97
-12.37
-7.03
-8.81
18.21
16.98
19.81
Icici Prudential Large & Mid Cap Fund
1.24
1.53
0.81
-2.45
-4.43
18.19
20.47
23.62
16.56
15.14
Bandhan Core Equity Fund
1.18
1.07
-5.42
-4.84
-6.78
17.15
22.12
22.77
15.97
16.02
Invesco India Large & Mid Cap Fund
1.13
0.52
-8.42
-4.17
-3.15
22.85
20.23
20.53
16.17
15.70
Kotak Equity Opportunities Fund
1.18
0.61
-6.12
-5.64
-8.70
15.93
18.32
20.09
16.04
15.47
Lic Mf Large & Mid Cap Fund
1.72
0.50
-6.01
-4.88
-7.21
17.94
15.70
18.94
15.14
Mahindra Manulife Large & Mid Cap Fund
1.23
-0.27
-6.33
-6.63
-9.05
5.59
15.43
22.22
Mirae Asset Large & Midcap Fund
1.20
0.75
-5.15
-5.53
-9.86
8.12
12.96
19.85
15.90
17.79
motilal oswal large and midcap fund
2.71
0.02
-12.96
-7.00
-1.34
25.00
23.30
23.98
Quant Large & Mid Cap Fund
1.52
0.04
-2.86
-6.57
-13.12
8.88
21.20
25.64
17.64
17.55
Nippon India Vision Fund
1.07
0.38
-4.67
-3.16
-5.42
17.38
19.07
20.59
12.48
12.13
Sbi Large And Midcap Fund
0.94
0.78
-3.20
-4.18
-5.46
12.80
16.57
20.15
15.14
14.76
Sundaram Large And Midcap Fund
1.25
1.06
-6.35
-5.35
-6.31
14.27
14.34
17.76
14.44
14.43
Tata Large & Mid Cap Fund
1.16
1.00
-4.52
-7.36
-8.53
9.56
15.72
18.07
14.31
13.73
Union Large & Midcap Fund
1.21
0.52
-7.76
-4.96
-6.97
11.37
14.33
19.46
UTI Large & Mid Cap Fund
1.23
0.99
-4.16
-4.88
-5.72
20.36
20.11
22.69
14.83
13.44
PGIM India Large and Midcap Fund
0.70
0.87
-4.93
-2.77
-3.66
Axis Growth Opportunities Fund
1.06
0.48
-4.73
-3.58
-4.76
19.66
15.33
21.61
Bajaj Finserv Large and Mid Cap Fund
1.23
1.02
-4.06
-3.72
-5.03
Nifty Large Midcap 250 Total Return Index
1.46
1.22
-3.90
-4.30
-8.04
11.06
16.78
20.76
14.76
14.77
14.54