Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
9.92 22.62 17.64 20.36 17.31 18.35 -17.47 -27.96 6.94 1.07 0.43 0.91
2
6.09 17.43 17.00 20.43 15.95 15.85 -17.72 -23.46 3.60 1.01 0.40 0.82
3
12.77 17.46 15.06 19.68 18.13 -22.22 -36.87 2.59 1.05 0.31 0.68
4
14.42 22.44 19.18 21.23 -24.27 -33.12 2.16 1.25 0.37 0.76
5
4.04 15.44 16.76 20.00 15.46 14.26 -14.19 -20.90 3.07 0.82 0.33 0.72
6
3.67 14.30 14.16 18.68 13.88 15.20 -17.21 -20.37 2.10 0.94 0.33 0.70
7
15.01 12.65 19.77 14.13 -15.96 -20.97 0.25 0.83 0.28 0.62
8
3.12 11.82 13.61 18.32 14.39 13.46 -13.76 -16.24 2.07 0.77 0.27 0.59
9
1.85 13.90 13.22 17.89 12.80 15.48 -16.36 -22.61 1.29 0.94 0.31 0.67
10
13.43 14.50 16.36 21.14 15.99 19.66 -24.53 -27.28 -2.79 1.25 0.29 0.54
11
3.81 12.78 13.44 18.63 15.19 15.40 -18.20 -22.92 0.80 0.88 0.26 0.57
12
0.56 12.68 11.87 17.43 14.12 15.60 -16.82 -20.71 2.31 0.90 0.30 0.62
13
9.06 13.25 12.18 17.62 13.39 15.80 -21.20 -22.00 -1.95 0.99 0.26 0.53
14
11.17 14.34 12.62 17.50 15.24 15.91 -18.56 -24.71 -0.55 0.92 0.23 0.50
15
6.54 13.96 13.51 18.94 15.48 -17.90 -23.94 -0.84 0.93 0.26 0.55
16
5.25 11.67 10.99 18.31 16.36 15.99 -19.17 -24.14 -0.74 0.98 0.23 0.48
17
3.09 12.35 14.91 19.16 14.49 16.25 -18.35 -23.50 0.26 1.00 0.26 0.54
18
6.91 12.50 12.15 15.25 -17.98 -27.37 -1.06 0.89 0.21 0.46
19
5.14 13.24 12.85 16.15 -18.88 -27.36 -1.25 0.98 0.23 0.48
20
3.97 13.53 11.95 16.90 14.84 16.71 -18.62 -24.44 -0.61 0.98 0.25 0.51
21
7.35 10.95 8.11 15.33 11.38 16.01 -20.23 -26.35 -3.06 0.97 0.19 0.38
22
7.40 12.16 13.59 15.30 -19.48 -23.80 -1.63 0.93 0.20 0.42
23
-0.64 11.13 10.41 15.23 11.64 14.84 -16.91 -24.95 -2.25 0.93 0.21 0.42
24
-0.43 12.22 10.86 18.10 15.14 15.89 -17.53 -24.61 -3.36 0.97 0.21 0.41
25
6.43 9.56 11.25 16.27 13.64 16.86 -18.47 -22.70 -3.81 1.01 0.12 0.22
26
-3.73 6.60 9.52 14.81 12.46 16.10 -22.12 -21.46 -5.85 0.93 0.09 0.13

Return Calculated On: 09 September 2026 | Ratios Calculated On: 30 June 2026

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.

Best Large & Mid Cap Funds June 2026 Review Summary

  1. Invesco India Large & Mid Cap Fund

    In the Large & Mid Cap Fund category, Invesco India Large & Mid Cap Fund is the second ranked fund. The category has total 26 funds. The Invesco India Large & Mid Cap Fund has shown an excellent past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 6.94% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.91 which is higher than the category average of 0.55. Read Full Review

  2. Bandhan Large & Mid Cap Fund

    In the Large & Mid Cap Fund category, Bandhan Large & Mid Cap Fund is the 4th ranked fund. The category has total 26 funds. The Bandhan Large & Mid Cap Fund has shown an excellent past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.6% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.82 which is higher than the category average of 0.55. Read Full Review

  3. HSBC Large & Mid Cap Fund

    HSBC Large & Mid Cap Fund is the 11th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 4 star rating shows a very good past performance of the HSBC Large & Mid Cap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 2.59% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.55. Read Full Review

  4. motilal oswal large and midcap fund

    In the Large & Mid Cap Fund category, motilal oswal large and midcap fund is the third ranked fund. The category has total 26 funds. The 5 star rating shows an excellent past performance of the motilal oswal large and midcap fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 2.16% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.76 which is higher than the category average of 0.55. Read Full Review

  5. ICICI Prudential Large & Mid Cap Fund

    ICICI Prudential Large & Mid Cap Fund is the top ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The ICICI Prudential Large & Mid Cap Fund has shown an excellent past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.07% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.55. Read Full Review

  6. UTI Large & Mid Cap Fund

    UTI Large & Mid Cap Fund is the 10th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The UTI Large & Mid Cap Fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 2.1% which is higher than the category average of -0.09%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.7 which is higher than the category average of 0.55. Read Full Review

  7. Axis Large & Mid Cap Fund

    Axis Large & Mid Cap Fund is the 9th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The Axis Large & Mid Cap Fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 0.25% which is higher than the category average of -0.09%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.62 which is higher than the category average of 0.55. Read Full Review

  8. SBI Large & Midcap Fund

    In the Large & Mid Cap Fund category, SBI Large & Midcap Fund is the 6th ranked fund. The category has total 26 funds. The 5 star rating shows an excellent past performance of the SBI Large & Midcap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 2.07% which is higher than the category average of -0.09%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.59 which is higher than the category average of 0.55. Read Full Review

  9. Nippon India Vision Large & Mid Cap Fund

    Nippon India Vision Large & Mid Cap Fund is the 5th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Nippon India Vision Large & Mid Cap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 1.29% which is higher than the category average of -0.09%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.55. Read Full Review

  10. Quant Large & Mid Cap Fund

    Quant Large & Mid Cap Fund is the 26th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The Quant Large & Mid Cap Fund has shown a very poor past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of -2.79% which is lower than the category average of -0.09%, showing poor performance. The fund has a Sharpe Ratio of 0.54 which is lower than the category average of 0.55. Read Full Review

Performance Indicators


As On: 09 September 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
-0.30
-0.44
-1.84
7.10
9.78
6.51
10.07
7.23
14.36
10.36
13.48
Baroda BNP Paribas Large & Mid Cap Fund
-0.31
-0.81
-2.25
4.58
6.90
3.83
11.81
11.34
Bank of India Large & Mid Cap Fund
-0.37
-0.65
-1.39
5.53
7.57
7.62
11.92
10.95
16.32
12.11
12.41
CANARA ROBECO LARGE AND MID CAP FUND
-0.45
-0.82
-2.09
7.08
9.90
-1.44
11.07
9.67
16.79
13.82
17.81
TRUSTMF LARGE & MIDCAP FUND
-0.49
0.20
-0.10
Whiteoak Capital Large & Mid Cap Fund
-0.68
-1.41
-2.41
5.40
8.74
5.61
Helios Large & Mid Cap Fund
0.09
0.44
-0.70
5.78
10.09
6.27
Samco Large & Mid Cap Fund
0.00
0.57
-1.56
-1.23
0.45
-5.74
DSP Large & Mid Cap Fund
-0.79
-2.02
-3.87
1.07
1.27
-0.49
11.53
10.76
16.28
12.98
14.48
The Wealth Company Large & Mid Cap Fund
-0.64
-0.34
-1.19
Abakkus Large & Mid Cap Fund
-0.21
-0.27
-1.17
Edelweiss Large & Mid Cap Fund
-0.46
-1.08
-1.85
4.85
7.04
5.08
12.35
11.82
17.15
Navi Large & Midcap Fund
-0.64
-1.29
-2.24
4.03
9.67
4.52
7.54
9.16
14.07
11.55
Franklin India Large & Mid Cap Fund
-0.90
-1.58
-2.91
5.38
6.87
-1.31
10.35
9.62
14.35
10.79
13.20
HDFC Large and Mid Cap Fund
-0.64
-0.81
-2.57
4.58
6.96
2.30
11.46
14.01
18.35
13.90
HSBC Large & Mid Cap Fund
-0.37
0.19
0.09
5.30
16.33
11.54
16.23
13.67
18.08
ICICI Prudential Large & Mid Cap Fund
-0.25
-0.51
-3.07
5.76
5.57
3.18
14.44
15.77
19.01
14.41
15.36
Bandhan Large & Mid Cap Fund
-0.23
-0.45
-1.14
3.48
7.80
4.89
16.08
15.63
19.02
14.49
14.41
Invesco India Large & Mid Cap Fund
0.28
0.17
-0.89
9.68
18.96
8.70
21.23
16.24
18.91
15.80
16.00
ITI Large & Mid Cap Fund
-0.07
2.62
1.46
8.92
15.95
6.76
JM Large & Mid Cap Fund
-0.77
-0.37
-1.74
7.69
11.80
4.49
Kotak Large & Midcap Fund
-0.66
-1.02
-3.07
3.84
3.10
2.76
11.59
12.18
17.30
13.86
15.13
LIC Mf Large & Mid Cap Fund
-0.57
-0.29
-1.62
7.33
7.52
2.66
12.07
10.45
15.26
13.21
Mahindra Manulife Large & Mid Cap Fund
-0.38
-0.22
-0.22
7.48
10.27
5.88
10.50
11.73
Mirae Asset Large & Midcap Fund
-0.41
-0.88
-2.15
5.06
7.17
4.28
10.63
9.94
17.16
15.29
19.35
motilal oswal large and midcap fund
-0.08
1.37
3.30
8.29
21.86
13.29
21.03
17.64
Quant Large & Mid Cap Fund
0.34
0.30
-2.55
2.87
20.59
12.04
13.07
14.67
19.65
14.91
16.06
Nippon India Vision Large & Mid Cap Fund
-0.41
-1.08
-3.16
3.29
5.34
1.15
13.23
12.60
17.25
12.16
12.79
SBI Large & Midcap Fund
-0.51
-0.94
-4.24
1.98
2.35
2.29
10.87
12.66
17.37
13.52
15.31
Sundaram Large And Midcap Fund
-0.63
-0.14
-1.18
11.25
12.79
9.99
13.14
11.38
16.15
14.00
13.86
Nifty Large Midcap 250 Total Return Index
-0.57
-1.09
-3.12
2.86
5.79
3.04
11.60
12.40
18.06
14.51
15.31
Tata Large & Mid Cap Fund
-0.56
-0.33
-3.65
2.29
3.90
-4.77
5.43
8.33
13.79
11.27
13.40
Union Large & Midcap Fund
-0.37
-0.26
-1.31
7.47
10.35
5.55
11.00
10.68
UTI Large & Mid Cap Fund
-0.82
-1.33
-3.05
2.72
3.88
2.73
13.30
13.26
17.85
13.13
13.61
PGIM India Large and Midcap Fund
-0.47
-1.02
-2.33
6.51
7.70
0.56
Axis Large & Mid Cap Fund
-0.65
-0.40
-1.33
6.04
10.37
13.76
11.32
18.22
Bajaj Finserv Large and Mid Cap Fund
-0.73
-0.69
-2.95
4.13
5.89
1.45

As On: 09 September 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Large & Mid Cap Fund
-0.30
-0.42
-1.78
7.30
10.21
7.35
10.95
8.11
15.33
11.38
Baroda BNP Paribas Large & Mid Cap Fund
-0.30
-0.79
-2.15
4.91
7.58
5.14
13.24
12.85
Bank of India Large & Mid Cap Fund
-0.36
-0.66
-1.32
5.85
8.24
9.06
13.25
12.18
17.62
13.39
CANARA ROBECO LARGE AND MID CAP FUND
-0.45
-0.80
-2.01
7.36
10.46
-0.43
12.22
10.86
18.10
15.14
TRUSTMF LARGE & MIDCAP FUND
-0.49
0.20
0.00
Whiteoak Capital Large & Mid Cap Fund
-0.67
-1.38
-2.28
5.80
9.55
7.16
Helios Large & Mid Cap Fund
0.00
0.43
-0.60
6.08
10.91
7.94
Samco Large & Mid Cap Fund
0.00
0.67
-1.31
-0.77
1.35
-4.14
DSP Large & Mid Cap Fund
-0.78
-2.00
-3.79
1.33
1.80
0.56
12.68
11.87
17.43
14.12
The Wealth Company Large & Mid Cap Fund
-0.64
-0.30
-1.03
Abakkus Large & Mid Cap Fund
-0.20
-0.24
-1.04
Edelweiss Large & Mid Cap Fund
-0.46
-1.05
-1.74
5.21
7.77
6.54
13.96
13.51
18.94
Navi Large & Midcap Fund
-0.63
-1.26
-2.09
4.53
10.71
6.43
9.56
11.25
16.27
13.64
Franklin India Large & Mid Cap Fund
-0.90
-1.56
-2.86
5.56
7.23
-0.64
11.13
10.41
15.23
11.64
HDFC Large and Mid Cap Fund
-0.63
-0.80
-2.51
4.76
7.36
3.09
12.35
14.91
19.16
14.49
HSBC Large & Mid Cap Fund
-0.37
0.22
0.18
5.59
16.98
12.77
17.46
15.06
19.68
ICICI Prudential Large & Mid Cap Fund
-0.25
-0.50
-3.01
5.96
5.99
4.04
15.44
16.76
20.00
15.46
Bandhan Large & Mid Cap Fund
-0.23
-0.42
-1.05
3.78
8.42
6.09
17.43
17.00
20.43
15.95
Invesco India Large & Mid Cap Fund
0.28
0.19
-0.80
9.97
19.63
9.92
22.62
17.64
20.36
17.31
ITI Large & Mid Cap Fund
-0.06
2.65
1.59
9.35
16.89
8.51
JM Large & Mid Cap Fund
-0.77
-0.34
-1.61
8.13
12.74
6.28
Kotak Large & Midcap Fund
-0.66
-1.00
-2.99
4.10
3.63
3.81
12.78
13.44
18.63
15.19
LIC Mf Large & Mid Cap Fund
-0.56
-0.27
-1.52
7.66
8.18
3.97
13.53
11.95
16.90
14.84
Mahindra Manulife Large & Mid Cap Fund
-0.38
-0.19
-0.10
7.86
11.06
7.40
12.16
13.59
Mirae Asset Large & Midcap Fund
-0.41
-0.87
-2.08
5.30
7.67
5.25
11.67
10.99
18.31
16.36
motilal oswal large and midcap fund
-0.07
1.39
3.38
8.55
22.46
14.42
22.44
19.18
Quant Large & Mid Cap Fund
0.34
0.32
-2.45
3.19
21.33
13.43
14.50
16.36
21.14
15.99
Nippon India Vision Large & Mid Cap Fund
-0.41
-1.07
-3.10
3.47
5.70
1.85
13.90
13.22
17.89
12.80
SBI Large & Midcap Fund
-0.51
-0.92
-4.18
2.19
2.76
3.12
11.82
13.61
18.32
14.39
Sundaram Large And Midcap Fund
-0.62
-0.12
-1.10
11.54
13.38
11.17
14.34
12.62
17.50
15.24
Tata Large & Mid Cap Fund
-0.56
-0.31
-3.57
2.57
4.47
-3.73
6.60
9.52
14.81
12.46
Union Large & Midcap Fund
-0.37
-0.24
-1.20
7.80
11.04
6.91
12.50
12.15
UTI Large & Mid Cap Fund
-0.81
-1.32
-2.98
2.95
4.34
3.67
14.30
14.16
18.68
13.88
PGIM India Large and Midcap Fund
-0.38
-0.98
-2.08
6.99
8.66
2.33
Axis Large & Mid Cap Fund
-0.64
-0.38
-1.27
6.31
10.94
15.01
12.65
19.77
Bajaj Finserv Large and Mid Cap Fund
-0.72
-0.66
-2.83
4.50
6.65
2.89
Nifty Large Midcap 250 Total Return Index
-0.57
-1.09
-3.12
2.86
5.79
3.04
11.60
12.40
18.06
14.51
15.31

As On: 09 September 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Large & Mid Cap Fund
9.88
8.02
10.02
12.16
11.43
13.02
Baroda BNP Paribas Large & Mid Cap Fund
4.72
6.10
11.21
Bank of India Large & Mid Cap Fund
7.18
7.41
11.52
14.27
13.32
12.80
CANARA ROBECO LARGE AND MID CAP FUND
5.24
6.32
10.24
13.60
13.63
16.74
TRUSTMF LARGE & MIDCAP FUND
Whiteoak Capital Large & Mid Cap Fund
6.76
Helios Large & Mid Cap Fund
8.57
Samco Large & Mid Cap Fund
-3.81
DSP Large & Mid Cap Fund
-3.75
4.33
10.85
14.10
13.73
14.64
The Wealth Company Large & Mid Cap Fund
Abakkus Large & Mid Cap Fund
Edelweiss Large & Mid Cap Fund
5.53
7.80
12.07
15.04
Navi Large & Midcap Fund
6.30
5.82
8.76
12.19
11.90
Franklin India Large & Mid Cap Fund
1.35
5.73
9.71
13.07
12.09
12.62
HDFC Large and Mid Cap Fund
3.19
6.28
12.51
16.76
15.61
HSBC Large & Mid Cap Fund
17.58
13.28
16.03
17.55
ICICI Prudential Large & Mid Cap Fund
3.36
8.48
14.01
17.96
16.31
15.41
Bandhan Large & Mid Cap Fund
5.23
9.40
15.58
18.24
16.26
15.31
ITI Large & Mid Cap Fund
14.68
JM Large & Mid Cap Fund
9.37
Kotak Large & Midcap Fund
1.17
6.41
11.81
14.99
14.64
15.14
LIC Mf Large & Mid Cap Fund
5.74
6.65
10.77
13.49
13.21
Mahindra Manulife Large & Mid Cap Fund
9.81
6.87
11.16
Mirae Asset Large & Midcap Fund
4.51
7.14
10.83
14.26
14.79
18.23
motilal oswal large and midcap fund
22.22
16.67
20.64
Quant Large & Mid Cap Fund
17.48
7.71
12.95
16.93
16.14
17.06
Nippon India Vision Large & Mid Cap Fund
1.86
7.14
12.76
15.83
14.14
13.52
SBI Large & Midcap Fund
0.12
6.72
11.33
15.18
14.66
15.21
Sundaram Large And Midcap Fund
14.90
10.50
12.83
15.12
14.35
14.66
Tata Large & Mid Cap Fund
-3.05
0.42
6.45
10.63
11.48
12.67
Union Large & Midcap Fund
10.24
8.57
11.49
UTI Large & Mid Cap Fund
0.78
7.06
13.13
16.75
15.06
14.13
PGIM India Large and Midcap Fund
4.68
Axis Large & Mid Cap Fund
-6.14
8.09
12.45
15.58
Bajaj Finserv Large and Mid Cap Fund
2.42

As On: 09 September 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Large & Mid Cap Fund
10.73
8.87
10.91
13.11
12.38
Baroda BNP Paribas Large & Mid Cap Fund
6.03
7.47
12.70
Bank of India Large & Mid Cap Fund
8.54
8.77
12.86
15.62
14.60
CANARA ROBECO LARGE AND MID CAP FUND
6.30
7.44
11.43
14.89
14.92
TRUSTMF LARGE & MIDCAP FUND
Whiteoak Capital Large & Mid Cap Fund
8.33
Helios Large & Mid Cap Fund
10.20
Samco Large & Mid Cap Fund
-2.15
DSP Large & Mid Cap Fund
-2.74
5.45
12.02
15.30
14.88
The Wealth Company Large & Mid Cap Fund
Abakkus Large & Mid Cap Fund
Edelweiss Large & Mid Cap Fund
6.98
9.34
13.74
16.84
Navi Large & Midcap Fund
8.27
7.80
10.84
14.44
14.05
Franklin India Large & Mid Cap Fund
2.03
6.48
10.52
13.94
12.93
HDFC Large and Mid Cap Fund
3.96
7.12
13.44
17.70
16.36
HSBC Large & Mid Cap Fund
18.87
14.50
17.33
19.03
ICICI Prudential Large & Mid Cap Fund
4.20
9.43
15.03
19.01
17.31
Bandhan Large & Mid Cap Fund
6.44
10.70
16.97
19.68
17.64
Invesco India Large & Mid Cap Fund
19.40
17.42
20.44
20.91
18.88
ITI Large & Mid Cap Fund
16.51
JM Large & Mid Cap Fund
11.19
Kotak Large & Midcap Fund
2.20
7.54
13.07
16.34
15.96
LIC Mf Large & Mid Cap Fund
7.04
8.06
12.26
15.10
14.82
Mahindra Manulife Large & Mid Cap Fund
11.34
8.44
12.93
Mirae Asset Large & Midcap Fund
5.47
8.15
11.89
15.40
15.91
motilal oswal large and midcap fund
23.40
17.96
22.12
Quant Large & Mid Cap Fund
18.91
9.05
14.52
18.61
17.53
Nippon India Vision Large & Mid Cap Fund
2.57
7.83
13.44
16.51
14.76
SBI Large & Midcap Fund
0.93
7.63
12.30
16.19
15.59
Sundaram Large And Midcap Fund
16.10
11.67
14.06
16.44
15.64
Tata Large & Mid Cap Fund
-2.00
1.56
7.68
11.83
12.64
Union Large & Midcap Fund
11.62
10.02
13.00
UTI Large & Mid Cap Fund
1.69
8.05
14.12
17.70
15.88
PGIM India Large and Midcap Fund
6.55
Axis Large & Mid Cap Fund
-5.23
9.29
13.75
17.05
Bajaj Finserv Large and Mid Cap Fund
3.87

Calculated On: 30 June 2026

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Large & Mid Cap Fund -26.35 -20.23 12.02 16.01 11.92
Baroda Bnp Paribas Large & Mid Cap Fund -27.36 -18.88 11.20 16.15 12.25
Bank Of India Large & Mid Cap Fund -22.00 -21.20 12.26 15.80 11.53
Canara Robeco Large And Mid Cap Fund -24.61 -17.53 10.21 15.89 11.63
Dsp Large & Mid Cap Fund -20.71 -16.82 7.04 15.60 11.56
Edelweiss Large & Mid Cap Fund -23.94 -17.90 10.99 15.48 11.50
Navi Large & Midcap Fund -22.70 -18.47 8.58 16.86 12.25
Franklin India Large & Mid Cap Fund -24.95 -16.91 11.43 14.84 10.64
Hdfc Large And Mid Cap Fund -23.50 -18.35 10.76 16.25 12.10
Hsbc Large & Mid Cap Fund -36.87 -22.22 9.91 18.13 14.15
Icici Prudential Large & Mid Cap Fund -20.90 -14.19 7.46 14.26 10.86
Bandhan Large & Mid Cap Fund -23.46 -17.72 11.02 15.85 11.66
Invesco India Large & Mid Cap Fund -27.96 -17.47 9.51 18.35 13.86
Kotak Large & Midcap Fund -22.92 -18.20 7.08 15.40 11.97
Lic Mf Large & Mid Cap Fund -24.44 -18.62 7.22 16.71 12.35
Mahindra Manulife Large & Mid Cap Fund -23.80 -19.48 7.69 15.30 11.56
Mirae Asset Large & Midcap Fund -24.14 -19.17 9.32 15.99 12.02
Motilal Oswal Large And Midcap Fund -33.12 -24.27 11.67 21.23 15.61
Quant Large & Mid Cap Fund -27.28 -24.53 9.29 19.66 13.63
Nippon India Vision Large & Mid Cap Fund -22.61 -16.36 10.95 15.48 11.73
Sbi Large & Midcap Fund -16.24 -13.76 6.50 13.46 10.16
Sundaram Large And Midcap Fund -24.71 -18.56 7.46 15.91 12.24
Tata Large & Mid Cap Fund -21.46 -22.12 8.86 16.10 11.86
Union Large & Midcap Fund -27.37 -17.98 10.23 15.25 11.77
Uti Large & Mid Cap Fund -20.37 -17.21 10.82 15.20 11.33
Axis Large & Mid Cap Fund -20.97 -15.96 10.12 14.13 10.79

Calculated On: 30 June 2026

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 Large & Mid Cap Fund
0.38
0.19
0.40
0.44
-3.06
0.97
0.95
0.07
0.59
-3.9000
Baroda Bnp Paribas Large & Mid Cap Fund
0.48
0.23
0.48
0.42
-1.25
0.98
0.91
0.09
0.72
-1.8300
Bank Of India Large & Mid Cap Fund
0.53
0.26
0.47
0.40
-1.95
0.99
0.93
0.09
0.78
-2.4300
Canara Robeco Large And Mid Cap Fund
0.41
0.21
0.46
0.43
-3.36
0.97
0.90
0.07
0.63
-4.3700
Dsp Large & Mid Cap Fund
0.62
0.30
0.59
0.42
2.31
0.90
0.92
0.11
0.88
1.4500
Edelweiss Large & Mid Cap Fund
0.55
0.26
0.53
0.42
-0.84
0.93
0.95
0.10
0.80
-1.6800
Navi Large & Midcap Fund
0.22
0.12
0.34
0.46
-3.81
1.01
0.91
0.04
0.39
-4.3800
Franklin India Large & Mid Cap Fund
0.42
0.21
0.46
0.42
-2.25
0.93
0.90
0.07
0.64
-3.5500
Hdfc Large And Mid Cap Fund
0.54
0.26
0.53
0.44
0.26
1.00
0.98
0.09
0.80
0.2700
Hsbc Large & Mid Cap Fund
0.68
0.31
0.58
0.45
2.59
1.05
0.78
0.13
0.98
3.3300
Icici Prudential Large & Mid Cap Fund
0.72
0.33
0.69
0.44
3.07
0.82
0.89
0.13
1.01
1.2800
Bandhan Large & Mid Cap Fund
0.82
0.40
0.70
0.44
3.60
1.01
0.96
0.14
1.13
4.2400
Invesco India Large & Mid Cap Fund
0.91
0.43
0.85
0.43
6.94
1.07
0.81
0.17
1.24
8.9700
Kotak Large & Midcap Fund
0.57
0.26
0.53
0.44
0.80
0.88
0.90
0.11
0.83
-0.6300
Lic Mf Large & Mid Cap Fund
0.51
0.25
0.51
0.41
-0.61
0.98
0.89
0.09
0.76
-1.0400
Mahindra Manulife Large & Mid Cap Fund
0.42
0.20
0.42
0.42
-1.63
0.93
0.91
0.07
0.64
-2.8700
Mirae Asset Large & Midcap Fund
0.48
0.23
0.47
0.44
-0.74
0.98
0.98
0.08
0.72
-1.1200
Motilal Oswal Large And Midcap Fund
0.76
0.37
0.66
0.44
2.16
1.25
0.75
0.14
1.07
5.0200
Quant Large & Mid Cap Fund
0.54
0.29
0.49
0.45
-2.79
1.25
0.86
0.09
0.81
-0.4900
Nippon India Vision Large & Mid Cap Fund
0.67
0.31
0.63
0.44
1.29
0.94
0.97
0.12
0.95
0.6700
Sbi Large & Midcap Fund
0.59
0.27
0.60
0.45
2.07
0.77
0.95
0.11
0.85
0.1600
Sundaram Large And Midcap Fund
0.50
0.23
0.50
0.43
-0.55
0.92
0.91
0.09
0.74
-1.7200
Tata Large & Mid Cap Fund
0.13
0.09
0.25
0.47
-5.85
0.93
0.93
0.03
0.28
-7.5600
Union Large & Midcap Fund
0.46
0.21
0.47
0.44
-1.06
0.89
0.88
0.09
0.69
-2.7800
Uti Large & Mid Cap Fund
0.70
0.33
0.63
0.43
2.10
0.94
0.95
0.12
0.99
1.7300
Axis Large & Mid Cap Fund
0.62
0.28
0.58
0.47
0.25
0.83
0.89
0.11
0.88
-2.2500