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Fincash » Mutual Funds India » Best Large and Mid Cap Funds

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.

Best Large & Midcap Mutual Funds

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.

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Top 11 Best Performing Large and Mid Cap Funds FY 25 - 26

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDFC Core Equity Fund Growth ₹129.666
↑ 0.71
₹7,967103.412.327.530.728.8
Invesco India Growth Opportunities Fund Growth ₹94.88
↑ 0.34
₹6,43213.85.718.827.52737.5
ICICI Prudential Large & Mid Cap Fund Growth ₹992.83
↑ 5.26
₹19,35310.57.614.225.731.620.4
UTI Core Equity Fund Growth ₹175.383
↑ 0.72
₹4,1019.32.514.725.330.527.2
HDFC Growth Opportunities Fund Growth ₹331.371
↑ 1.30
₹23,38011.23.29.724.531.119.4
DSP BlackRock Equity Opportunities Fund Growth ₹611.071
↑ 1.56
₹13,78411.13.81424.527.323.9
Kotak Equity Opportunities Fund Growth ₹331.866
↑ 1.46
₹24,91311.526.922.626.524.2
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,1242.913.638.921.919.2
Edelweiss Large and Mid Cap Fund  Growth ₹84.508
↑ 0.34
₹3,60810.31.212.721.826.124.5
SBI Large and Midcap Fund Growth ₹600.339
↑ 4.87
₹29,4168.52.912.721.32818
Canara Robeco Emerging Equities Growth ₹253
↑ 1.81
₹23,16512.14.314.420.725.926.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25
*Above is list of best Large- & Mid- Cap funds having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.

1. IDFC Core Equity Fund

(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 CAGR/Annualized return of 13.8% 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% .

Below is the key information for IDFC Core Equity Fund

IDFC Core Equity Fund
Growth
Launch Date 9 Aug 05
NAV (16 May 25) ₹129.666 ↑ 0.71   (0.55 %)
Net Assets (Cr) ₹7,967 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.33
Information Ratio 1.34
Alpha Ratio 4.16
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,890
30 Apr 22₹18,787
30 Apr 23₹20,389
30 Apr 24₹32,049
30 Apr 25₹34,735

IDFC Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for IDFC Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 5.3%
3 Month 10%
6 Month 3.4%
1 Year 12.3%
3 Year 27.5%
5 Year 30.7%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Manish Gunwani28 Jan 232.26 Yr.
Ritika Behera7 Oct 231.57 Yr.
Gaurav Satra7 Jun 240.9 Yr.
Rahul Agarwal28 Aug 231.68 Yr.

Data below for IDFC Core Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services26.61%
Consumer Cyclical10.72%
Industrials9.81%
Health Care9.42%
Technology9.09%
Consumer Defensive8.11%
Basic Materials8.07%
Communication Services5.15%
Real Estate2.89%
Utility2.54%
Energy2.16%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
5%₹376 Cr2,055,809
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK
4%₹353 Cr2,616,534
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 24 | 532978
3%₹254 Cr1,266,665
↑ 79,533
One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 543396
2%₹193 Cr2,465,917
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 540376
2%₹193 Cr472,377
↑ 80,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
2%₹184 Cr359,988
↑ 43,401
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
2%₹164 Cr943,727
Vedanta Ltd (Basic Materials)
Equity, Since 30 Sep 24 | 500295
2%₹163 Cr3,518,846
↑ 456,830
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC
2%₹159 Cr3,887,126
↑ 774,270
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL
2%₹147 Cr2,720,266
↑ 150,000

2. Invesco India Growth Opportunities Fund

(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 CAGR/Annualized return of 13.5% 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% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (16 May 25) ₹94.88 ↑ 0.34   (0.36 %)
Net Assets (Cr) ₹6,432 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.44
Information Ratio 0.6
Alpha Ratio 7.06
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,337
30 Apr 22₹16,514
30 Apr 23₹17,332
30 Apr 24₹26,055
30 Apr 25₹29,825

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 7%
3 Month 13.8%
6 Month 5.7%
1 Year 18.8%
3 Year 27.5%
5 Year 27%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.47 Yr.
Amit Ganatra21 Jan 223.27 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services28.59%
Consumer Cyclical21.29%
Health Care14.91%
Industrials12.89%
Technology7.07%
Real Estate6.21%
Basic Materials4.67%
Communication Services1.91%
Consumer Defensive1.5%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
5%₹313 Cr612,171
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
5%₹292 Cr1,921,954
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 500251
4%₹289 Cr542,689
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE
4%₹246 Cr449,447
↑ 72,457
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
4%₹235 Cr2,146,168
↑ 152,909
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
3%₹220 Cr6,673,912
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
3%₹219 Cr1,627,565
↓ -113,504
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF
3%₹205 Cr13,404,597
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK
3%₹193 Cr10,039,804
ABB India Ltd (Industrials)
Equity, Since 30 Jun 23 | ABB
3%₹192 Cr346,058
↑ 117,987

3. ICICI Prudential Large & Mid Cap Fund

(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 CAGR/Annualized return of 18.7% 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% .

Below is the key information for ICICI Prudential Large & Mid Cap Fund

ICICI Prudential Large & Mid Cap Fund
Growth
Launch Date 9 Jul 98
NAV (16 May 25) ₹992.83 ↑ 5.26   (0.53 %)
Net Assets (Cr) ₹19,353 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.36
Information Ratio 0.76
Alpha Ratio 3.92
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,601
30 Apr 22₹20,214
30 Apr 23₹22,113
30 Apr 24₹32,495
30 Apr 25₹36,083

ICICI Prudential Large & Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for ICICI Prudential Large & Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6%
3 Month 10.5%
6 Month 7.6%
1 Year 14.2%
3 Year 25.7%
5 Year 31.6%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ihab Dalwai1 Jun 222.92 Yr.
Sharmila D’mello31 Jul 222.75 Yr.

Data below for ICICI Prudential Large & Mid Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical23.76%
Financial Services21.13%
Basic Materials13.65%
Industrials8.77%
Consumer Defensive7.72%
Health Care4.93%
Energy3.79%
Technology3.68%
Communication Services3.01%
Utility2.23%
Real Estate0.24%
Asset Allocation
Asset ClassValue
Cash7.09%
Equity92.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | MARUTI
5%₹1,055 Cr915,953
↓ -100,000
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543384
4%₹866 Cr48,375,844
↑ 215,562
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK
4%₹731 Cr5,420,000
↓ -517,195
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD
4%₹694 Cr7,879,904
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 540376
3%₹621 Cr1,521,071
↑ 198,105
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
3%₹583 Cr1,670,067
↑ 221,249
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532215
3%₹507 Cr4,601,476
↑ 256,665
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 22 | ALKEM
3%₹506 Cr1,036,928
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 543498
3%₹505 Cr96,880,321
↑ 11,173,752
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 532827
3%₹489 Cr114,512
↑ 12,090

4. UTI Core Equity Fund

(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 CAGR/Annualized return of 14% 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% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (16 May 25) ₹175.383 ↑ 0.72   (0.41 %)
Net Assets (Cr) ₹4,101 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.36
Information Ratio 0.9
Alpha Ratio 4.58
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,456
30 Apr 22₹19,543
30 Apr 23₹21,341
30 Apr 24₹31,486
30 Apr 25₹34,827

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.1%
3 Month 9.3%
6 Month 2.5%
1 Year 14.7%
3 Year 25.3%
5 Year 30.5%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
V Srivatsa17 May 177.96 Yr.

Data below for UTI Core Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.04%
Consumer Cyclical10.33%
Basic Materials10.04%
Technology7.12%
Communication Services6.58%
Health Care6.49%
Industrials6.38%
Consumer Defensive6.26%
Energy5.09%
Real Estate2.43%
Utility2.03%
Asset Allocation
Asset ClassValue
Cash5.2%
Equity94.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹315 Cr1,638,910
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹207 Cr1,447,555
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
3%₹133 Cr3,130,577
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
3%₹113 Cr2,772,183
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
3%₹112 Cr5,693,225
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
3%₹112 Cr5,678,418
↓ -438,152
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
2%₹100 Cr2,378,122
↓ -102,894
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
2%₹95 Cr636,572
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
2%₹95 Cr181,353
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 500271
2%₹93 Cr708,904

5. HDFC Growth Opportunities Fund

(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 CAGR/Annualized return of 12.9% 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% .

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund
Growth
Launch Date 18 Feb 94
NAV (16 May 25) ₹331.371 ↑ 1.30   (0.39 %)
Net Assets (Cr) ₹23,380 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.12
Information Ratio 1.18
Alpha Ratio 0.41
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,979
30 Apr 22₹20,167
30 Apr 23₹21,873
30 Apr 24₹32,687
30 Apr 25₹34,569

HDFC Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for HDFC Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.7%
3 Month 11.2%
6 Month 3.2%
1 Year 9.7%
3 Year 24.5%
5 Year 31.1%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Gopal Agrawal16 Jul 204.79 Yr.
Dhruv Muchhal22 Jun 231.86 Yr.

Data below for HDFC Growth Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services31.54%
Health Care13.02%
Consumer Cyclical12.56%
Industrials11.5%
Technology9.94%
Basic Materials5.74%
Utility4.3%
Energy3.17%
Communication Services2.76%
Consumer Defensive2.69%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash1.23%
Equity98.41%
Debt0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK
5%₹1,249 Cr6,832,397
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK
4%₹930 Cr6,900,836
Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY
2%₹523 Cr3,330,379
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532215
2%₹468 Cr4,250,000
Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | 526299
2%₹385 Cr1,537,999
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL
2%₹371 Cr2,137,420
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
2%₹365 Cr1,682,769
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532843
1%₹331 Cr4,733,349
State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN
1%₹325 Cr4,210,091
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 22 | TCS
1%₹302 Cr837,735

6. DSP BlackRock Equity Opportunities Fund

(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 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% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (16 May 25) ₹611.071 ↑ 1.56   (0.26 %)
Net Assets (Cr) ₹13,784 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.53
Information Ratio 0.84
Alpha Ratio 7.88
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,611
30 Apr 22₹17,643
30 Apr 23₹18,918
30 Apr 24₹27,838
30 Apr 25₹30,914

DSP BlackRock Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 5.4%
3 Month 11.1%
6 Month 3.8%
1 Year 14%
3 Year 24.5%
5 Year 27.3%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Singhania1 Jun 159.92 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.17%
Health Care10.87%
Basic Materials10.4%
Consumer Cyclical10.33%
Energy6.47%
Technology6.1%
Industrials5.51%
Utility4.43%
Consumer Defensive4.14%
Communication Services3.46%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash5%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹667 Cr3,647,782
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
5%₹631 Cr5,730,393
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
4%₹615 Cr4,563,161
↓ -255,551
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
3%₹470 Cr2,163,963
↓ -4,624
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹445 Cr5,766,008
↑ 409,349
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
2%₹329 Cr9,137,516
↑ 572,333
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | 524494
2%₹286 Cr1,901,164
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT
2%₹284 Cr813,304
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 500087
2%₹277 Cr1,919,149
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹264 Cr325,921
↑ 20,386

7. Kotak Equity Opportunities Fund

(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 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% .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (16 May 25) ₹331.866 ↑ 1.46   (0.44 %)
Net Assets (Cr) ₹24,913 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio 0.17
Information Ratio 0.06
Alpha Ratio 1.25
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,292
30 Apr 22₹18,135
30 Apr 23₹19,618
30 Apr 24₹28,348
30 Apr 25₹29,556

Kotak Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Kotak Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.9%
3 Month 11.5%
6 Month 2%
1 Year 6.9%
3 Year 22.6%
5 Year 26.5%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Harsha Upadhyaya4 Aug 1212.75 Yr.

Data below for Kotak Equity Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services23.3%
Industrials16.42%
Consumer Cyclical12.29%
Basic Materials10.48%
Technology9.01%
Health Care8.79%
Energy5.7%
Utility5.66%
Communication Services2.76%
Consumer Defensive1.77%
Real Estate1.05%
Asset Allocation
Asset ClassValue
Cash2.74%
Equity97.26%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
6%₹1,554 Cr8,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
4%₹930 Cr6,900,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹911 Cr5,800,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹849 Cr11,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 18 | BEL
3%₹844 Cr28,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹702 Cr34,805,199
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
3%₹683 Cr6,200,000
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹649 Cr3,275,000
↑ 25,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
3%₹646 Cr1,850,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA
2%₹555 Cr3,200,000

8. Principal Emerging Bluechip Fund

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 CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,777

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. Edelweiss Large and Mid Cap Fund 

(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 CAGR/Annualized return of 12.6% 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% .

Below is the key information for Edelweiss Large and Mid Cap Fund 

Edelweiss Large and Mid Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (16 May 25) ₹84.508 ↑ 0.34   (0.41 %)
Net Assets (Cr) ₹3,608 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.19
Information Ratio -0.38
Alpha Ratio 1.76
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,294
30 Apr 22₹18,222
30 Apr 23₹19,085
30 Apr 24₹26,854
30 Apr 25₹29,017

Edelweiss Large and Mid Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Edelweiss Large and Mid Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 7.2%
3 Month 10.3%
6 Month 1.2%
1 Year 12.7%
3 Year 21.8%
5 Year 26.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Sumanta Khan1 Apr 241.08 Yr.
Trideep Bhattacharya1 Oct 213.58 Yr.
Raj Koradia1 Aug 240.75 Yr.

Data below for Edelweiss Large and Mid Cap Fund  as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services28.66%
Consumer Cyclical14.43%
Industrials13.53%
Technology11.79%
Health Care8.81%
Basic Materials8.55%
Energy3.1%
Consumer Defensive2.26%
Real Estate2.2%
Utility2.14%
Communication Services1.95%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.41%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
6%₹218 Cr1,193,999
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
3%₹124 Cr920,644
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
2%₹77 Cr58,700
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
2%₹77 Cr698,941
↑ 70,665
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
2%₹72 Cr205,969
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹70 Cr405,093
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 22 | BEL
2%₹69 Cr2,274,040
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 22 | PERSISTENT
2%₹66 Cr120,450
↓ -9,066
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
2%₹64 Cr504,284
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
2%₹61 Cr298,580
↑ 15,000

10. SBI Large and Midcap Fund

(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 CAGR/Annualized return of 17.6% since its launch.  Ranked 20 in Large & Mid Cap category.  Return for 2024 was 18% , 2023 was 26.8% and 2022 was 7.3% .

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund
Growth
Launch Date 25 May 05
NAV (15 May 25) ₹600.339 ↑ 4.87   (0.82 %)
Net Assets (Cr) ₹29,416 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.34
Information Ratio -0.1
Alpha Ratio 3.43
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,578
30 Apr 22₹19,753
30 Apr 23₹21,376
30 Apr 24₹28,716
30 Apr 25₹31,191

SBI Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for SBI Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 5.8%
3 Month 8.5%
6 Month 2.9%
1 Year 12.7%
3 Year 21.3%
5 Year 28%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Saurabh Pant10 Sep 168.64 Yr.

Data below for SBI Large and Midcap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services28.71%
Consumer Cyclical13.42%
Basic Materials12.89%
Health Care9.99%
Industrials9.36%
Technology7.12%
Consumer Defensive5.68%
Energy3.54%
Utility2.36%
Communication Services1.88%
Asset Allocation
Asset ClassValue
Cash5.06%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
8%₹2,533 Cr13,157,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK
4%₹1,237 Cr5,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
4%₹1,090 Cr9,200,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹1,068 Cr7,600,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
3%₹907 Cr11,500,000
↑ 2,300,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 500387
3%₹862 Cr290,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹836 Cr1,910,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹834 Cr5,843,873
Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA
3%₹824 Cr274,878
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM
3%₹755 Cr1,476,712

11. Canara Robeco Emerging Equities

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 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% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (16 May 25) ₹253 ↑ 1.81   (0.72 %)
Net Assets (Cr) ₹23,165 on 31 Mar 25
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.26
Information Ratio -0.59
Alpha Ratio 3
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,449
30 Apr 22₹18,536
30 Apr 23₹19,038
30 Apr 24₹26,067
30 Apr 25₹28,671

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.5%
3 Month 12.1%
6 Month 4.3%
1 Year 14.4%
3 Year 20.7%
5 Year 25.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.58 Yr.
Amit Nadekar28 Aug 231.68 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical31.18%
Financial Services19.51%
Industrials11.74%
Technology11.04%
Health Care7.4%
Basic Materials6.15%
Consumer Defensive4.66%
Utility3.35%
Communication Services1.88%
Real Estate1.12%
Asset Allocation
Asset ClassValue
Cash1.81%
Equity98.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹1,531 Cr10,730,089
↓ -7,295
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500850
6%₹1,380 Cr17,525,052
↑ 901,238
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON
4%₹1,022 Cr621,033
↑ 24,413
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA
4%₹901 Cr10,077,607
↑ 81,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL
4%₹870 Cr27,700,935
↓ -3,413,904
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH
4%₹870 Cr6,938,728
↑ 195,501
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹815 Cr1,575,950
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532343
3%₹745 Cr2,789,746
↓ -66,231
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹689 Cr29,623,131
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK
3%₹650 Cr33,051,784

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-

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.

Disclaimer:
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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