Table of Contents
- 11 Best Large and Mid Cap Fund 2025
- What are Large and Mid Cap Schemes?
- How to Invest in Large and MidCap Funds Online?
- Top 11 Best Performing Large and Mid Cap Funds FY 25 - 26
- FAQs
- 1. What are large and mid-cap mutual funds?
- 2. Why should you invest in large and mid-cap mutual funds?
- 3. Do they provide stability?
- 4.Do mid-caps make the investments more volatile?
- 5. What should you consider before investing in large and mid-cap mutual funds?
- 6. What are the documents that you will require to invest in these funds?
- 7. Can I invest in large and mid-cap mutual funds online?
- 8. Is there any lock-in period for large and mid-cap mutual funds?
Top 11 Equity - Large & Mid Cap Funds
- Invesco India Growth Opportunities Fund
- IDFC Core Equity Fund
- UTI Core Equity Fund
- HDFC Growth Opportunities Fund
- ICICI Prudential Large & Mid Cap Fund
- DSP BlackRock Equity Opportunities Fund
- Kotak Equity Opportunities Fund
- Edelweiss Large and Mid Cap Fund
- SBI Large and Midcap Fund
- Canara Robeco Emerging Equities
- Principal Emerging Bluechip Fund
11 Best Large and Mid Cap Fund 2025
The Securities and Exchange Board of India has introduced a new category “Large and Mid Cap Fund” in Mutual Funds. Investors who invest in Equity Funds may be familiar with some of the schemes like large-cap, mid-cap, multi-cap, sector funds, etc. Here is one more category that is a combination of both large and mid cap funds, let’s learn about this new schemex.
along with some of the best performing Large and Mid Cap Funds to invest.
What are Large and Mid Cap Schemes?
The new category - Large and Mid Cap Fund is introduced by SEBI in order to offer a broad choice amongst investors and to simplify scheme selection that best suits their risk profile. As per the revised norms, Large cap funds will invest at least 80 percent of its total assets in the top 100 listed stocks by Market capitalisation. On the other hand, mid-cap funds will invest at least 65 percent of its total assets in companies ranked between 101st to the 250th company in terms of full market capitalisation.
The new Large and Mid Cap Funds will be mandated to hold a minimum of 35 percent each in mid and large cap stock, that is, 35 percent of the corpus will be invested in large-cap companies while another 35 percent will have to be deployed in mid-cap companies. Ideally, this fund is suitable for investors who have a high-risk appetite and is seeking to invest for a long-term.
How to Invest in Large and MidCap Funds Online?
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Top 11 Best Performing Large and Mid Cap Funds FY 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Growth Opportunities Fund Growth ₹101.82
↓ -0.31 ₹7,274 17.4 6.3 15.6 30.6 26.6 37.5 IDFC Core Equity Fund Growth ₹134.33
↑ 0.00 ₹9,107 11.4 2.9 6.2 29.2 28.5 28.8 UTI Core Equity Fund Growth ₹183.056
↑ 0.01 ₹4,544 12.6 4.2 7.6 26.9 28.3 27.2 HDFC Growth Opportunities Fund Growth ₹345.974
↓ -0.07 ₹25,412 12.9 4.6 4.8 26.4 28.8 19.4 ICICI Prudential Large & Mid Cap Fund Growth ₹1,007.77
↓ -2.38 ₹21,657 9.8 8.8 9 25.9 29.2 20.4 DSP BlackRock Equity Opportunities Fund Growth ₹625.67
↓ -2.07 ₹15,013 9.1 3.7 4.8 25.5 24.8 23.9 Kotak Equity Opportunities Fund Growth ₹344.045
↓ -1.19 ₹27,046 12.1 2.7 2.5 24.4 24.5 24.2 Edelweiss Large and Mid Cap Fund Growth ₹88.444
↓ -0.07 ₹3,914 13.6 1.8 5.1 23.6 25.1 24.5 SBI Large and Midcap Fund Growth ₹626.275
↑ 1.70 ₹31,296 9.6 6 7.6 23.3 26.1 18 Canara Robeco Emerging Equities Growth ₹260.68
↓ -0.94 ₹25,097 11.9 2.8 7 22 24.4 26.3 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25 Large- & Mid- Cap funds having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.
(Erstwhile Invesco India Growth Fund) The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved. Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Growth Opportunities Fund Returns up to 1 year are on (Erstwhile IDFC Classic Equity Fund) The investment objective of the Scheme is to seek to generate
long term capital growth from a diversified portfolio of predominantly equity and equity related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized. IDFC Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 05. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Core Equity Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a Below is the key information for UTI Core Equity Fund Returns up to 1 year are on (Erstwhile HDFC Large Cap Fund) The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization. HDFC Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 18 Feb 94. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Growth Opportunities Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Top 100 Fund) To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities ICICI Prudential Large & Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 98. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Large & Mid Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Opportunities Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity Opportunities Fund Returns up to 1 year are on (Erstwhile Kotak Opportunities Scheme) To generate capital appreciation from a diversified portfolio of equity and equity
related securities. However, there is no assurance that the objective of the scheme will be realized. Kotak Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Sep 04. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Equity Opportunities Fund Returns up to 1 year are on (Erstwhile Edelweiss Equity Opportunities Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.
However, there is no assurance that the investment objective of the scheme will be realised. Edelweiss Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for Edelweiss Large and Mid Cap Fund Returns up to 1 year are on (Erstwhile SBI Magnum Multiplier Fund) To provide investors long term capital appreciation/dividend along with the
liquidity of an open-ended scheme. SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Large and Midcap Fund Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on 1. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% . Invesco India Growth Opportunities Fund
Growth Launch Date 9 Aug 07 NAV (01 Jul 25) ₹101.82 ↓ -0.31 (-0.30 %) Net Assets (Cr) ₹7,274 on 31 May 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.63 Information Ratio 0.84 Alpha Ratio 8.7 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,219 30 Jun 22 ₹14,635 30 Jun 23 ₹18,351 30 Jun 24 ₹28,191 30 Jun 25 ₹32,577 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 6.6% 3 Month 17.4% 6 Month 6.3% 1 Year 15.6% 3 Year 30.6% 5 Year 26.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.5% 2023 31.6% 2022 -0.4% 2021 29.7% 2020 13.3% 2019 10.7% 2018 -0.2% 2017 39.6% 2016 3.3% 2015 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.56 Yr. Amit Ganatra 21 Jan 22 3.36 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.9% Consumer Cyclical 20.35% Health Care 14.87% Industrials 12.9% Technology 8.24% Real Estate 7.41% Basic Materials 4.92% Communication Services 1.83% Asset Allocation
Asset Class Value Cash 0.59% Equity 99.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT5% ₹386 Cr 683,586 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE5% ₹361 Cr 1,348,341 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹353 Cr 663,158
↑ 50,987 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹308 Cr 1,921,954 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹297 Cr 8,909,867
↑ 2,235,955 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹281 Cr 1,914,877 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹247 Cr 2,197,842
↑ 51,674 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹230 Cr 13,404,597 JK Cement Ltd (Basic Materials)
Equity, Since 29 Feb 24 | JKCEMENT3% ₹226 Cr 411,308
↑ 59,768 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹218 Cr 9,152,597 2. IDFC Core Equity Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 23 in Large & Mid Cap category. Return for 2024 was 28.8% , 2023 was 36.2% and 2022 was 6.9% . IDFC Core Equity Fund
Growth Launch Date 9 Aug 05 NAV (01 Jul 25) ₹134.33 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹9,107 on 31 May 25 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.3 Information Ratio 1.32 Alpha Ratio 1.3 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,526 30 Jun 22 ₹16,288 30 Jun 23 ₹21,119 30 Jun 24 ₹32,753 30 Jun 25 ₹35,164 Returns for IDFC Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.2% 3 Month 11.4% 6 Month 2.9% 1 Year 6.2% 3 Year 29.2% 5 Year 28.5% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.8% 2023 36.2% 2022 6.9% 2021 34.1% 2020 12.9% 2019 3.7% 2018 -5.1% 2017 37.3% 2016 8% 2015 5.2% Fund Manager information for IDFC Core Equity Fund
Name Since Tenure Manish Gunwani 28 Jan 23 2.34 Yr. Ritika Behera 7 Oct 23 1.65 Yr. Gaurav Satra 7 Jun 24 0.98 Yr. Rahul Agarwal 28 Aug 23 1.76 Yr. Data below for IDFC Core Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.63% Industrials 10.81% Consumer Cyclical 9.44% Technology 8.94% Basic Materials 7.67% Health Care 7.63% Consumer Defensive 5.64% Communication Services 5.06% Real Estate 3.79% Energy 3.33% Utility 2.53% Asset Allocation
Asset Class Value Cash 5.03% Equity 94.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK5% ₹439 Cr 2,255,809
↓ -75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK3% ₹317 Cr 2,195,096
↓ -59,549 One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 5433963% ₹236 Cr 2,648,917
↑ 183,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | AXISBANK2% ₹207 Cr 1,733,175
↑ 251,873 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 24 | BAJAJFINSV2% ₹192 Cr 951,665
↓ -100,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | HDFCAMC2% ₹189 Cr 394,239
↑ 195,000 Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY2% ₹181 Cr 1,161,178
↑ 165,828 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC2% ₹180 Cr 4,308,309
↓ -309,976 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 23 | LT2% ₹160 Cr 434,684
↑ 80,000 Angel One Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 24 | ANGELONE2% ₹154 Cr 506,285
↑ 30,000 3. UTI Core Equity Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 29 in Large & Mid Cap category. Return for 2024 was 27.2% , 2023 was 34.4% and 2022 was 4.6% . UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (01 Jul 25) ₹183.056 ↑ 0.01 (0.00 %) Net Assets (Cr) ₹4,544 on 31 May 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.38 Information Ratio 0.67 Alpha Ratio 2.67 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,304 30 Jun 22 ₹17,053 30 Jun 23 ₹21,809 30 Jun 24 ₹32,287 30 Jun 25 ₹35,086 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.9% 3 Month 12.6% 6 Month 4.2% 1 Year 7.6% 3 Year 26.9% 5 Year 28.3% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.2% 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% 2015 0.5% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 8.05 Yr. Data below for UTI Core Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.2% Basic Materials 10.13% Consumer Cyclical 9.83% Technology 8.31% Health Care 6.92% Industrials 6.85% Communication Services 6.52% Energy 6.32% Consumer Defensive 5.61% Real Estate 2.49% Utility 1.96% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK7% ₹317 Cr 1,627,563
↓ -11,347 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹209 Cr 1,447,555 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹122 Cr 778,585
↑ 142,013 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹121 Cr 2,888,744
↓ -241,833 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL3% ₹119 Cr 5,342,061
↓ -336,357 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹115 Cr 5,693,225 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | INDUSTOWER2% ₹109 Cr 2,829,426
↑ 57,243 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE2% ₹107 Cr 756,293
↑ 198,862 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL2% ₹104 Cr 2,378,122 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | MFSL2% ₹102 Cr 677,978
↓ -30,926 4. HDFC Growth Opportunities Fund
CAGR/Annualized return of 13% since its launch. Ranked 63 in Large & Mid Cap category. Return for 2024 was 19.4% , 2023 was 37.7% and 2022 was 8.2% . HDFC Growth Opportunities Fund
Growth Launch Date 18 Feb 94 NAV (01 Jul 25) ₹345.974 ↓ -0.07 (-0.02 %) Net Assets (Cr) ₹25,412 on 31 May 25 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.16 Information Ratio 0.68 Alpha Ratio -1.25 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,946 30 Jun 22 ₹17,653 30 Jun 23 ₹22,991 30 Jun 24 ₹33,798 30 Jun 25 ₹35,698 Returns for HDFC Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.6% 3 Month 12.9% 6 Month 4.6% 1 Year 4.8% 3 Year 26.4% 5 Year 28.8% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.4% 2023 37.7% 2022 8.2% 2021 43.1% 2020 11.4% 2019 6.6% 2018 -3.8% 2017 29.4% 2016 3.9% 2015 -4.8% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Gopal Agrawal 16 Jul 20 4.88 Yr. Dhruv Muchhal 22 Jun 23 1.95 Yr. Data below for HDFC Growth Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.4% Consumer Cyclical 12.34% Health Care 12.2% Industrials 11.33% Technology 9.6% Basic Materials 6.22% Utility 3.93% Communication Services 3.29% Energy 3.24% Consumer Defensive 2.66% Real Estate 1.68% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK5% ₹1,329 Cr 6,832,397 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK4% ₹998 Cr 6,900,836 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL2% ₹530 Cr 2,857,420
↑ 720,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY2% ₹520 Cr 3,330,379 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | AXISBANK2% ₹507 Cr 4,250,000 Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | MPHASIS2% ₹394 Cr 1,537,999 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | MFSL2% ₹391 Cr 2,602,017 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK1% ₹349 Cr 1,682,769 State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN1% ₹342 Cr 4,210,091 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | FORTIS1% ₹334 Cr 4,733,349 5. ICICI Prudential Large & Mid Cap Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 31 in Large & Mid Cap category. Return for 2024 was 20.4% , 2023 was 29.9% and 2022 was 11.7% . ICICI Prudential Large & Mid Cap Fund
Growth Launch Date 9 Jul 98 NAV (01 Jul 25) ₹1,007.77 ↓ -2.38 (-0.24 %) Net Assets (Cr) ₹21,657 on 31 May 25 Category Equity - Large & Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.5 Information Ratio 0.46 Alpha Ratio 4.29 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,385 30 Jun 22 ₹18,151 30 Jun 23 ₹22,805 30 Jun 24 ₹33,128 30 Jun 25 ₹36,368 Returns for ICICI Prudential Large & Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2% 3 Month 9.8% 6 Month 8.8% 1 Year 9% 3 Year 25.9% 5 Year 29.2% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 29.9% 2022 11.7% 2021 41.8% 2020 11.7% 2019 5.7% 2018 -6.2% 2017 29.8% 2016 10.3% 2015 -0.6% Fund Manager information for ICICI Prudential Large & Mid Cap Fund
Name Since Tenure Ihab Dalwai 1 Jun 22 3.08 Yr. Sharmila D’mello 31 Jul 22 2.92 Yr. Data below for ICICI Prudential Large & Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 23.84% Financial Services 19.99% Basic Materials 12.01% Industrials 10.2% Consumer Defensive 7.64% Health Care 6.12% Technology 5.08% Energy 3.54% Communication Services 3.14% Utility 2.1% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.73% Other 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | MARUTI5% ₹1,062 Cr 862,457 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT4% ₹889 Cr 2,419,698
↑ 117,032 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433844% ₹859 Cr 42,254,709
↓ -9,179,641 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK3% ₹756 Cr 5,231,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD3% ₹752 Cr 8,161,125
↑ 121,221 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | AXISBANK3% ₹680 Cr 5,707,695
↑ 968,719 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 22 | ALKEM3% ₹600 Cr 1,176,469
↑ 139,541 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5434983% ₹572 Cr 98,790,911
↑ 111,295 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | DMART3% ₹560 Cr 1,400,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹553 Cr 3,894,790 6. DSP BlackRock Equity Opportunities Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 4 in Large & Mid Cap category. Return for 2024 was 23.9% , 2023 was 32.5% and 2022 was 4.4% . DSP BlackRock Equity Opportunities Fund
Growth Launch Date 16 May 00 NAV (01 Jul 25) ₹625.67 ↓ -2.07 (-0.33 %) Net Assets (Cr) ₹15,013 on 31 May 25 Category Equity - Large & Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.33 Information Ratio 0.4 Alpha Ratio 1.9 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,252 30 Jun 22 ₹15,360 30 Jun 23 ₹19,265 30 Jun 24 ₹28,859 30 Jun 25 ₹30,650 Returns for DSP BlackRock Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.7% 3 Month 9.1% 6 Month 3.7% 1 Year 4.8% 3 Year 25.5% 5 Year 24.8% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 32.5% 2022 4.4% 2021 31.2% 2020 14.2% 2019 11.4% 2018 -9.2% 2017 40.1% 2016 11.2% 2015 6.1% Fund Manager information for DSP BlackRock Equity Opportunities Fund
Name Since Tenure Rohit Singhania 1 Jun 15 10.01 Yr. Data below for DSP BlackRock Equity Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.21% Health Care 10.55% Consumer Cyclical 10.35% Basic Materials 9.55% Technology 6.78% Energy 6.24% Industrials 4.33% Consumer Defensive 3.89% Utility 3.56% Communication Services 3.45% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 9.14% Equity 90.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK5% ₹709 Cr 3,647,782 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹672 Cr 8,271,248
↑ 1,187,156 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK4% ₹660 Cr 4,563,161 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | AXISBANK4% ₹582 Cr 4,883,487
↓ -571,418 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹348 Cr 406,457 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK2% ₹330 Cr 1,589,224
↓ -253,745 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO2% ₹300 Cr 7,286,253
↓ -1,035,426 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | CIPLA2% ₹281 Cr 1,919,149 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | IPCALAB2% ₹272 Cr 1,911,360 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 21 | MFSL2% ₹270 Cr 1,793,885
↓ -266,138 7. Kotak Equity Opportunities Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 2 in Large & Mid Cap category. Return for 2024 was 24.2% , 2023 was 29.3% and 2022 was 7% . Kotak Equity Opportunities Fund
Growth Launch Date 9 Sep 04 NAV (01 Jul 25) ₹344.045 ↓ -1.19 (-0.35 %) Net Assets (Cr) ₹27,046 on 31 May 25 Category Equity - Large & Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio 0 Information Ratio -0.05 Alpha Ratio -3.86 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,590 30 Jun 22 ₹15,599 30 Jun 23 ₹19,939 30 Jun 24 ₹29,150 30 Jun 25 ₹30,142 Returns for Kotak Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.6% 3 Month 12.1% 6 Month 2.7% 1 Year 2.5% 3 Year 24.4% 5 Year 24.5% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.2% 2023 29.3% 2022 7% 2021 30.4% 2020 16.5% 2019 13.2% 2018 -5.6% 2017 34.9% 2016 9.6% 2015 3.3% Fund Manager information for Kotak Equity Opportunities Fund
Name Since Tenure Harsha Upadhyaya 4 Aug 12 12.83 Yr. Data below for Kotak Equity Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 23.82% Industrials 17.25% Consumer Cyclical 12.32% Basic Materials 10.61% Technology 8.77% Health Care 7.34% Energy 5.97% Utility 5.5% Communication Services 3.14% Consumer Defensive 1.74% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK6% ₹1,750 Cr 9,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 18 | BEL4% ₹1,077 Cr 28,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK4% ₹1,012 Cr 7,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹906 Cr 5,800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹894 Cr 11,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹829 Cr 34,805,199 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | COROMANDEL3% ₹744 Cr 3,250,001
↓ -24,999 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | AXISBANK3% ₹739 Cr 6,200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT3% ₹680 Cr 1,850,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL3% ₹678 Cr 3,650,000
↑ 600,000 8. Edelweiss Large and Mid Cap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 17 in Large & Mid Cap category. Return for 2024 was 24.5% , 2023 was 29.7% and 2022 was 1.3% . Edelweiss Large and Mid Cap Fund
Growth Launch Date 14 Jun 07 NAV (01 Jul 25) ₹88.444 ↓ -0.07 (-0.08 %) Net Assets (Cr) ₹3,914 on 31 May 25 Category Equity - Large & Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.31 Information Ratio -0.46 Alpha Ratio 1.62 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,427 30 Jun 22 ₹16,266 30 Jun 23 ₹20,393 30 Jun 24 ₹28,944 30 Jun 25 ₹30,815 Returns for Edelweiss Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.6% 3 Month 13.6% 6 Month 1.8% 1 Year 5.1% 3 Year 23.6% 5 Year 25.1% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.5% 2023 29.7% 2022 1.3% 2021 37% 2020 17% 2019 11.1% 2018 -3.3% 2017 38.1% 2016 0.5% 2015 2.7% Fund Manager information for Edelweiss Large and Mid Cap Fund
Name Since Tenure Sumanta Khan 1 Apr 24 1.25 Yr. Trideep Bhattacharya 1 Oct 21 3.75 Yr. Raj Koradia 1 Aug 24 0.91 Yr. Data below for Edelweiss Large and Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.42% Industrials 14.88% Consumer Cyclical 11.78% Technology 10.72% Basic Materials 9.54% Health Care 7.93% Energy 5.04% Communication Services 2.48% Consumer Defensive 2.14% Real Estate 2.05% Utility 1.87% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK6% ₹232 Cr 1,193,999 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK3% ₹133 Cr 920,644 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE3% ₹130 Cr 913,837 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH2% ₹88 Cr 780,042
↑ 81,101 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 22 | BEL2% ₹87 Cr 2,274,040 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT2% ₹76 Cr 205,969 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹75 Cr 405,093 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹67 Cr 45,516
↓ -13,184 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 22 | PERSISTENT2% ₹65 Cr 115,520 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 25 | BDL2% ₹64 Cr 318,062 9. SBI Large and Midcap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 20 in Large & Mid Cap category. Return for 2024 was 18% , 2023 was 26.8% and 2022 was 7.3% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (30 Jun 25) ₹626.275 ↑ 1.70 (0.27 %) Net Assets (Cr) ₹31,296 on 31 May 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.31 Information Ratio -0.36 Alpha Ratio 1.15 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,842 30 Jun 22 ₹17,019 30 Jun 23 ₹21,971 30 Jun 24 ₹29,630 30 Jun 25 ₹31,893 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.4% 3 Month 9.6% 6 Month 6% 1 Year 7.6% 3 Year 23.3% 5 Year 26.1% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 18% 2023 26.8% 2022 7.3% 2021 39.3% 2020 15.8% 2019 6.8% 2018 -5.3% 2017 40.5% 2016 0.4% 2015 11.1% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.73 Yr. Data below for SBI Large and Midcap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.73% Basic Materials 14.66% Consumer Cyclical 13.81% Industrials 10.07% Health Care 9.98% Technology 6.05% Consumer Defensive 5.85% Energy 3.45% Utility 2.05% Communication Services 1.73% Asset Allocation
Asset Class Value Cash 3.62% Equity 96.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,559 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,162 Cr 5,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK4% ₹1,097 Cr 9,200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹1,080 Cr 7,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹934 Cr 11,500,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹914 Cr 1,910,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SHREECEM3% ₹858 Cr 290,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹845 Cr 5,843,873 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹837 Cr 274,878 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | BERGEPAINT3% ₹816 Cr 14,365,784
↑ 740,514 10. Canara Robeco Emerging Equities
CAGR/Annualized return of 17.4% since its launch. Ranked 10 in Large & Mid Cap category. Return for 2024 was 26.3% , 2023 was 24% and 2022 was -1.6% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (01 Jul 25) ₹260.68 ↓ -0.94 (-0.36 %) Net Assets (Cr) ₹25,097 on 31 May 25 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.37 Information Ratio -0.65 Alpha Ratio 2.88 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,491 30 Jun 22 ₹16,437 30 Jun 23 ₹19,906 30 Jun 24 ₹27,894 30 Jun 25 ₹29,845 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.8% 3 Month 11.9% 6 Month 2.8% 1 Year 7% 3 Year 22% 5 Year 24.4% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.3% 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 5.75 Yr. Amit Nadekar 28 Aug 23 1.84 Yr. Data below for Canara Robeco Emerging Equities as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.13% Financial Services 18.24% Industrials 11.7% Technology 10.04% Health Care 6.95% Basic Materials 6.79% Consumer Defensive 4.19% Utility 3.17% Communication Services 2.03% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,551 Cr 10,730,089 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL6% ₹1,454 Cr 18,881,106
↑ 1,356,054 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹975 Cr 9,684,874
↓ -392,733 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹928 Cr 6,938,728 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT3% ₹840 Cr 1,488,568
↓ -87,382 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹811 Cr 21,097,777
↓ -6,603,158 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON3% ₹798 Cr 543,152
↓ -77,881 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TVSMOTOR3% ₹776 Cr 2,789,746 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹692 Cr 34,238,068
↑ 1,186,284 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹665 Cr 27,920,665
↓ -1,702,466 11. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,780 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
FAQs
1. What are large and mid-cap mutual funds?
A: They are equity funds that invest in a combination of large and medium-sized businesses. As per SEBI regulations, a fund that falls under the large and mid-cap category should have 35% of its investments in the large capitals and 35% of its investments in the medium sized capitals. In other words, 70% of the money should be invested in India's top 250 companies.
2. Why should you invest in large and mid-cap mutual funds?
A: If you are looking to diversify your mutual funds Portfolio, then you should invest in large and mid-cap funds. You will also be Investing across various industrial sectors with the help of a single equity investment.
3. Do they provide stability?
A: Yes, investing in large and mid-cap mutual funds offers more stability to your investment portfolio as you will be investing in the top 250 companies in India. As these companies will always show robust growth, you can be assured that your investment will produce good returns in the long-term.
4.Do mid-caps make the investments more volatile?
A: Here you invest in the mid-sized industries, which makes your investment volatile. The mid-sized industries have chances of greater growth in the long-run and hence, can produce good returns. In the past, these funds have given outstanding returns.
5. What should you consider before investing in large and mid-cap mutual funds?
A: You should focus on long-term investment goals. When you invest in large and mid cap mutual funds, you should think of investing for a period of 3-5 years to get adequate returns on your investment. Hence, it would be best to consider investing for a longer period when you invest in these funds.
6. What are the documents that you will require to invest in these funds?
A: To invest in large and mid cap mutual funds, you will need your PAN Card, address proof, and Bank account details.
7. Can I invest in large and mid-cap mutual funds online?
A: Yes, you can open an account online and start investing. The steps are given below-
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
8. Is there any lock-in period for large and mid-cap mutual funds?
A: No, there is no lock-in period for investing in these mutual funds. You can exit anytime.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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