LARGE MID CAP

30 of 30 funds ranked

Weight Customizer

3Y
21.4%
5Y
17.1%
Sharpe
1.03
AUM
₹5,390 Cr
#2
Kotak Large & Midcap Fund - Direct- Growth
Kotak Mahindra Mutual Fund
68.8
SCORE
3Y
18.7%
5Y
16.0%
Sharpe
0.87
AUM
₹29,775 Cr
3Y
23.1%
5Y
18.5%
Sharpe
1.12
AUM
₹13,169 Cr
3Y
19.5%
5Y
15.4%
Sharpe
0.89
AUM
₹17,304 Cr
3Y
20.1%
5Y
18.8%
Sharpe
1.02
AUM
₹27,150 Cr
3Y
17.4%
5Y
16.5%
Sharpe
0.87
AUM
₹36,969 Cr
3Y
18.5%
5Y
15.1%
Sharpe
0.85
AUM
₹4,391 Cr
3Y
16.5%
5Y
13.2%
Sharpe
0.70
AUM
₹43,168 Cr
3Y
18.8%
5Y
16.7%
Sharpe
0.84
AUM
₹28,712 Cr
3Y
15.5%
5Y
16.5%
Sharpe
0.58
AUM
₹3,512 Cr
3Y
17.7%
5Y
14.0%
Sharpe
0.75
AUM
₹3,104 Cr
3Y
23.0%
5Y
16.4%
Sharpe
0.97
AUM
₹1,711 Cr
3Y
19.4%
5Y
14.8%
Sharpe
0.95
AUM
₹15,509 Cr
3Y
17.7%
5Y
15.2%
Sharpe
0.77
AUM
₹1,732 Cr
52.7
SCORE
3Y
17.1%
5Y
15.0%
Sharpe
0.72
AUM
₹450 Cr
3Y
23.6%
5Y
19.3%
Sharpe
0.86
AUM
₹14,963 Cr
3Y
19.5%
5Y
15.4%
Sharpe
0.90
AUM
₹6,770 Cr
3Y
15.1%
5Y
12.6%
Sharpe
0.62
AUM
₹17,428 Cr
48.7
SCORE
3Y
16.9%
5Y
15.2%
Sharpe
0.74
AUM
₹2,759 Cr
3Y
16.2%
5Y
13.3%
Sharpe
0.69
AUM
₹6,949 Cr
3Y
11.2%
5Y
11.1%
Sharpe
0.38
AUM
₹8,654 Cr
39.3
SCORE
3Y
14.9%
5Y
9.5%
Sharpe
0.58
AUM
₹5,843 Cr
3Y
16.3%
5Y
13.8%
Sharpe
0.71
AUM
₹939 Cr
3Y
20.0%
5Y
15.1%
Sharpe
0.79
AUM
₹4,615 Cr
3Y
5Y
Sharpe
AUM
₹809 Cr
3Y
5Y
Sharpe
AUM
₹874 Cr
SCORE
3Y
5Y
Sharpe
AUM
₹384 Cr
3Y
5Y
Sharpe
AUM
₹2,281 Cr
3Y
5Y
Sharpe
AUM
₹134 Cr
SCORE
3Y
5Y
Sharpe
AUM
₹1,135 Cr
#FUND NAMEAMC
SCORE
3M RET
6M RET
1Y CAGR
3Y CAGR
5Y CAGR
ROLL 3Y
ROLL 5Y
VOL
UP β
DN β
SHARPE
SORTINO
IR
AUM (CR)
TER
TURN
1UTI Large & Mid Cap Fund - Direct Plan - Growth OptionUTI Mutual Fund69.9-7.6%-3.8%11.2%21.4%17.1%16.0813.5716.970.991.041.031.701.265,3900.9%34.0%
2Kotak Large & Midcap Fund - Direct- GrowthKotak Mahindra Mutual Fund68.8-6.7%-4.0%12.7%18.7%16.0%18.9417.3516.020.791.080.871.300.4029,7750.6%17.4%
3Bandhan Large & Mid Cap Fund - Direct Plan - GrowthBandhan Mutual Fund67.2-7.9%-5.3%12.3%23.1%18.5%17.5915.4917.060.921.041.121.831.6313,1690.6%128.0%
4DSP Large & Mid Cap Fund - Direct Plan - GrowthDSP Mutual Fund63.6-8.7%-5.3%7.5%19.5%15.4%18.5216.9017.321.081.050.891.460.6917,3040.6%30.0%
5ICICI Prudential Large & Mid Cap Fund - Direct Plan - GrowthICICI Prudential Mutual Fund62.7-8.2%-5.6%9.5%20.1%18.8%18.0914.8816.620.870.921.021.620.5927,1500.8%58.0%
6SBI LARGE & MIDCAP FUND -DIRECT PLAN -GrowthSBI Mutual Fund62.5-6.4%-3.6%11.7%17.4%16.5%17.8316.8116.910.910.860.871.400.0836,9690.7%29.0%
7Edelweiss Large & Mid Cap Fund - Direct Plan - Growth OptionEdelweiss Mutual Fund60.5-8.1%-5.2%10.9%18.5%15.1%19.8319.8316.630.981.120.851.310.514,3910.4%23.0%
8Mirae Asset Large & Midcap Fund - Direct Plan - GrowthMirae Asset Mutual Fund60.0-9.8%-6.2%11.5%16.5%13.2%20.1621.1017.191.021.120.701.06-0.0643,1680.6%93.0%
9HDFC Large and Mid Cap Fund - Growth Option - Direct PlanHDFC Mutual Fund59.7-9.3%-7.8%8.5%18.8%16.7%16.8114.1517.541.101.080.841.331.0428,7120.8%3.0%
10quant Large & Mid Cap Fund - Growth Option-Direct Planquant Mutual Fund58.7-11.3%-8.9%0.8%15.5%16.5%21.4317.5916.721.130.990.580.89-0.073,5120.6%225.0%
11LIC MF Large & Mid Cap Fund-Direct Plan-GrowthLIC Mutual Fund58.5-7.9%-7.5%6.0%17.7%14.0%17.1017.0017.121.101.110.751.190.263,1040.6%43.0%
12Invesco India Large & Mid Cap Fund - Direct Plan - GrowthInvesco Mutual Fund57.2-11.4%-11.6%11.4%23.0%16.4%17.4616.9616.510.881.150.971.490.881,7110.7%70.0%
13Axis Large & Mid Cap Fund - Direct Plan - GrowthAxis Mutual Fund55.3-7.6%-6.7%9.7%19.4%14.8%21.1123.0016.390.651.050.951.490.3915,5090.6%61.0%
14Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth OptionBaroda BNP Paribas Mutual Fund52.8-8.5%-5.7%7.6%17.7%15.2%21.1820.2914.850.921.120.771.160.231,7320.8%84.0%
15BANK OF INDIA Large & Mid Cap Fund Direct Plan-GrowthBank of India Mutual Fund52.7-7.0%-2.4%13.0%17.1%15.0%15.4413.5416.841.081.020.721.140.104500.8%53.0%
16Motilal Oswal Large and Midcap Fund - Direct Plan GrowthMotilal Oswal Mutual Fund50.6-8.9%-10.9%13.1%23.6%19.3%27.4428.1421.410.951.350.861.310.6214,9630.7%45.0%
17Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth OptionNippon India Mutual Fund50.6-8.7%-7.5%8.7%19.5%15.4%17.0713.2418.500.891.090.901.390.866,7701.2%61.0%
18CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTIONCanara Robeco Mutual Fund49.7-10.4%-12.7%3.2%15.1%12.6%18.8818.9518.690.961.070.620.92-0.3417,4280.6%33.0%
19Mahindra Manulife Large & Mid Cap Fund - Direct Plan -GrowthMahindra Manulife Mutual Fund48.7-8.2%-7.2%9.5%16.9%15.2%21.5823.6518.220.951.020.741.130.082,7590.5%111.0%
20Sundaram Large and Midcap Fund Direct Plan - GrowthSundaram Mutual Fund45.2-9.0%-6.5%8.7%16.2%13.3%16.9616.7017.490.961.230.691.01-0.106,9490.7%4490.0%
21Tata Large & MId Cap Fund -Direct Plan- Growth OptionTata Mutual Fund43.7-12.2%-11.5%-0.9%11.2%11.1%16.9215.8416.391.050.870.380.55-1.378,6540.7%16.0%
22Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct PlanAditya Birla Sun Life Mutual Fund39.3-7.8%-6.8%9.0%14.9%9.5%14.9014.6918.791.001.210.580.85-0.585,8430.6%108.0%
23Union Large & Midcap Fund - Direct Plan - Growth OptionUnion Mutual Fund29.0-8.2%-7.8%9.7%16.3%13.8%19.0021.0819.100.851.270.711.04-0.079391.0%111.0%
24HSBC Large & Mid Cap Fund - Direct GrowthHSBC Mutual Fund-7.5%-7.7%15.3%20.0%15.1%21.4423.3919.270.791.460.791.090.354,6150.8%103.0%
25PGIM India Large and Midcap Fund - Direct Plan - Growth OptionPGIM India Mutual Fund-9.3%-9.4%7.3%13.738090.6%23.0%
26ITI Large & Midcap Fund - Direct Plan - GrowthITI Mutual Fund-10.6%-11.2%3.4%18.108740.6%134.0%
27JM Large & Mid Cap Fund (Direct) - Growth OptionJM Financial Mutual Fund3840.6%
28Bajaj Finserv Large and Mid Cap Fund- Direct Plan- GrowthBajaj Finserv Mutual Fund-9.2%-6.7%6.4%14.102,2810.6%115.0%
29Samco Large & Mid Cap Fund - Direct Plan - Growth OptionSamco Mutual Fund1340.8%
30Whiteoak Capital Large & Mid Cap Fund Direct Plan GrowthWhiteOak Capital Mutual Fund-9.1%-6.1%12.0%13.641,1350.6%211.0%