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
8.83 21.17 24.22 20.25 17.74 11.72 -14.19 -12.26 5.39 0.81 0.61 1.21
2
3.27 24.05 21.96 19.51 18.08 14.77 -17.47 -22.97 4.85 1.01 0.54 1.15
3
3.99 23.50 23.58 19.67 18.15 13.37 -17.72 -20.09 4.71 0.97 0.60 1.21
4
2.49 21.81 23.00 18.64 15.69 13.37 -17.21 -15.48 3.08 0.97 0.55 1.09
5
5.29 17.29 20.93 18.47 16.34 11.37 -13.76 -13.50 1.61 0.81 0.47 0.91
6
1.15 20.33 20.73 17.71 14.50 13.02 -16.36 -17.49 3.15 0.92 0.51 1.07
7
2.42 20.34 20.57 18.91 17.19 13.51 -16.82 -16.58 1.83 0.94 0.50 0.96
8
-4.85 24.94 25.20 18.51 -24.27 -21.39 4.27 1.12 0.45 0.99
9
1.13 19.09 20.35 19.33 17.50 12.82 -18.20 -20.11 1.90 0.89 0.44 0.95
10
0.69 19.68 19.70 20.14 12.38 -15.96 -17.34 2.93 0.85 0.48 1.00
11
1.76 19.75 22.82 19.32 15.99 13.94 -18.35 -17.86 0.57 1.01 0.46 0.93
12
3.73 17.43 18.98 19.40 18.84 13.59 -19.17 -19.23 -1.67 0.98 0.36 0.75
13
3.56 17.17 18.26 15.56 13.63 13.25 -16.91 -16.12 -1.16 0.94 0.39 0.76
14
-0.39 18.88 20.67 19.19 13.72 -17.90 -18.55 -0.36 0.95 0.38 0.80
15
-6.44 20.28 19.88 15.73 -22.22 -21.04 0.82 1.01 0.36 0.84
16
-0.08 16.46 18.95 16.68 15.96 13.57 -18.56 -18.44 -1.79 0.94 0.34 0.70
17
-0.09 16.97 18.73 17.50 14.66 14.36 -21.20 -17.23 -2.50 1.00 0.34 0.68
18
-3.26 18.32 20.49 14.13 -18.88 -20.67 -0.78 0.98 0.37 0.79
19
-0.50 16.02 18.14 13.35 -17.98 -22.05 -2.10 0.91 0.30 0.65
20
-0.87 16.94 20.85 14.02 -19.48 -20.62 -2.98 0.99 0.31 0.66
21
-3.24 16.01 18.05 17.94 16.72 13.59 -17.53 -20.48 -2.02 0.94 0.32 0.68
22
-3.00 17.23 18.16 17.30 16.94 14.97 -18.62 -17.68 -2.79 1.02 0.33 0.66
23
-0.95 14.43 14.51 14.36 13.62 14.06 -20.23 -21.20 -4.71 0.99 0.26 0.53
24
-1.17 13.78 18.62 16.61 15.66 14.01 -18.47 -17.78 -6.15 0.98 0.22 0.43
25
-2.02 12.97 17.01 16.74 14.83 12.58 -18.02 -15.53 -3.85 0.87 0.26 0.50
26
-3.52 15.51 21.29 19.79 17.29 16.29 -23.39 -16.85 -5.83 1.11 0.27 0.53

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
Aditya Birla Sun Life Equity Advantage Fund
0.46
-0.95
-1.37
0.35
-0.59
-1.71
13.52
13.57
13.40
12.54
11.87
Baroda BNP Paribas Large & Mid Cap Fund
0.96
-0.85
-1.35
1.88
-0.16
-4.48
16.80
18.77
Bank of India Large & Mid Cap Equity Fund
0.58
-0.25
0.78
4.30
2.21
-1.36
15.69
17.46
16.21
13.37
11.25
Canara Robeco Emerging Equities
0.83
-1.61
-2.43
-3.49
-2.42
-4.24
14.80
16.75
16.62
15.38
17.29
Whiteoak Capital Large & Mid Cap Fund
0.63
-1.12
-1.03
2.36
3.49
2.29
Dsp Equity Opportunities Fund
0.46
-0.51
0.42
3.23
1.58
1.35
19.14
19.39
17.75
16.03
13.84
Edelweiss Large & Mid Cap Fund
0.73
-0.63
-0.05
2.29
1.81
-1.79
17.16
18.83
17.38
Navi Large & Midcap Fund
0.72
-0.99
-1.57
1.20
-0.34
-2.97
11.66
16.35
14.39
13.53
Franklin India Equity Advantage Fund
0.72
-0.78
-0.18
1.12
2.04
2.83
16.30
17.39
14.68
12.76
12.45
HDFC Large and Mid Cap Fund
0.52
-1.16
-1.47
1.01
0.93
0.98
18.78
21.87
18.58
15.44
HSBC Large & Mid Cap Fund
1.08
-0.57
-1.30
-1.03
2.14
-7.43
19.03
18.32
Icici Prudential Large & Mid Cap Fund
0.44
-0.92
-0.94
2.50
2.93
7.89
20.12
23.17
19.26
16.66
14.27
Bandhan Core Equity Fund
0.53
-1.23
-1.27
1.97
2.81
2.79
22.07
22.13
18.26
16.60
13.04
Invesco India Large & Mid Cap Fund
0.78
-1.51
-1.21
-1.50
0.82
2.11
22.61
20.47
18.07
16.50
14.32
Kotak Equity Opportunities Fund
0.63
-0.96
-0.72
1.85
1.80
0.08
17.78
18.97
17.99
16.11
14.05
Lic Mf Large & Mid Cap Fund
0.85
-0.79
-1.31
-0.14
-2.24
-4.27
15.72
16.51
15.66
15.29
Mahindra Manulife Large & Mid Cap Fund
0.64
-1.18
-2.11
0.10
-1.24
-2.32
15.11
18.79
Mirae Asset Large & Midcap Fund
0.58
-0.55
-0.21
3.44
3.97
2.78
16.33
17.84
18.23
17.76
19.42
motilal oswal large and midcap fund
0.75
-1.48
-4.34
-2.60
-2.48
-5.90
23.35
23.45
Quant Large & Mid Cap Fund
0.67
-0.19
-1.03
1.87
-3.29
-4.73
13.89
19.46
18.41
16.31
14.47
Nippon India Vision Fund
0.73
-0.82
-1.24
0.55
1.63
0.54
19.69
20.10
17.09
13.85
11.71
Sbi Large And Midcap Fund
0.44
-0.71
-0.13
2.31
4.25
4.41
16.27
19.92
17.56
15.48
14.24
Sundaram Large And Midcap Fund
0.44
-0.97
-0.99
1.88
2.61
-1.10
15.21
17.62
15.36
14.76
12.74
Tata Large & Mid Cap Fund
0.32
-0.32
-1.38
0.02
-2.52
-3.13
11.73
15.73
15.66
13.58
12.97
Union Large & Midcap Fund
0.74
-0.69
-1.41
-0.54
0.94
-1.79
14.45
16.64
UTI Large & Mid Cap Fund
0.44
-0.52
0.39
3.28
2.97
1.55
20.81
22.10
17.86
14.97
12.97
PGIM India Large and Midcap Fund
0.65
-1.19
-1.27
-1.11
-0.16
0.57
Axis Growth Opportunities Fund
0.79
-0.81
-1.31
0.36
1.85
-0.39
18.33
18.18
18.47
Bajaj Finserv Large and Mid Cap Fund
0.63
-0.79
-0.44
1.73
0.72
1.39
Nifty Large Midcap 250 Total Return Index
0.70
-0.81
-0.61
2.51
1.76
2.52
17.86
19.81
18.14
16.67
14.24

As On:

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Advantage Fund
0.46
-0.93
-1.31
0.54
-0.20
-0.95
14.43
14.51
14.36
13.62
Baroda BNP Paribas Large & Mid Cap Fund
0.96
-0.83
-1.24
2.21
0.48
-3.26
18.32
20.49
Bank of India Large & Mid Cap Equity Fund
0.58
-0.23
0.89
4.68
2.92
-0.09
16.97
18.73
17.50
14.66
Canara Robeco Emerging Equities
0.83
-1.59
-2.35
-3.24
-1.91
-3.24
16.01
18.05
17.94
16.72
Whiteoak Capital Large & Mid Cap Fund
0.64
-1.09
-0.92
2.73
4.26
3.86
Dsp Equity Opportunities Fund
0.46
-0.49
0.51
3.51
2.13
2.42
20.34
20.57
18.91
17.19
Edelweiss Large & Mid Cap Fund
0.74
-0.61
0.06
2.65
2.53
-0.39
18.88
20.67
19.19
Navi Large & Midcap Fund
0.73
-0.96
-1.43
1.64
0.55
-1.17
13.78
18.62
16.61
15.66
Franklin India Equity Advantage Fund
0.73
-0.77
-0.12
1.30
2.40
3.56
17.17
18.26
15.56
13.63
HDFC Large and Mid Cap Fund
0.52
-1.15
-1.41
1.21
1.34
1.76
19.75
22.82
19.32
15.99
HSBC Large & Mid Cap Fund
1.08
-0.55
-1.22
-0.76
2.69
-6.44
20.28
19.88
Icici Prudential Large & Mid Cap Fund
0.44
-0.91
-0.87
2.72
3.38
8.83
21.17
24.22
20.25
17.74
Bandhan Core Equity Fund
0.53
-1.21
-1.18
2.26
3.41
3.99
23.50
23.58
19.67
18.15
Invesco India Large & Mid Cap Fund
0.78
-1.48
-1.12
-1.21
1.40
3.27
24.05
21.96
19.51
18.08
Kotak Equity Opportunities Fund
0.63
-0.94
-0.64
2.11
2.33
1.13
19.09
20.35
19.33
17.50
Lic Mf Large & Mid Cap Fund
0.86
-0.77
-1.21
0.19
-1.59
-3.00
17.23
18.16
17.30
16.94
Mahindra Manulife Large & Mid Cap Fund
0.65
-1.15
-1.99
0.47
-0.52
-0.87
16.94
20.85
Mirae Asset Large & Midcap Fund
0.58
-0.53
-0.13
3.68
4.46
3.73
17.43
18.98
19.40
18.84
motilal oswal large and midcap fund
0.75
-1.46
-4.26
-2.35
-1.97
-4.85
24.94
25.20
Quant Large & Mid Cap Fund
0.67
-0.16
-0.91
2.20
-2.68
-3.52
15.51
21.29
19.79
17.29
Nippon India Vision Fund
0.74
-0.80
-1.18
0.72
1.96
1.15
20.33
20.73
17.71
14.50
Sbi Large And Midcap Fund
0.44
-0.69
-0.06
2.52
4.68
5.29
17.29
20.93
18.47
16.34
Sundaram Large And Midcap Fund
0.44
-0.95
-0.91
2.14
3.14
-0.08
16.46
18.95
16.68
15.96
Tata Large & Mid Cap Fund
0.32
-0.30
-1.29
0.30
-1.97
-2.02
12.97
17.01
16.74
14.83
Union Large & Midcap Fund
0.73
-0.71
-1.35
-0.25
1.61
-0.50
16.02
18.14
UTI Large & Mid Cap Fund
0.45
-0.51
0.46
3.51
3.44
2.49
21.81
23.00
18.64
15.69
PGIM India Large and Midcap Fund
0.71
-1.08
-1.08
-0.62
0.78
2.39
Axis Growth Opportunities Fund
0.83
-0.76
-1.22
0.66
2.41
0.69
19.68
19.70
20.14
Bajaj Finserv Large and Mid Cap Fund
0.64
-0.77
-0.33
2.08
1.43
2.83
Nifty Large Midcap 250 Total Return Index
0.70
-0.81
-0.61
2.51
1.76
2.52
17.86
19.81
18.14
16.67
14.24