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
- ICICI Prudential Large & Mid Cap Fund
- DSP BlackRock Equity Opportunities Fund
- HDFC Growth Opportunities Fund
- Kotak Equity Opportunities Fund
- Principal Emerging Bluechip Fund
- Edelweiss Large and Mid Cap Fund
- SBI Large and Midcap Fund
- Canara Robeco Emerging Equities
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 ₹99.61
↑ 1.75 ₹6,765 19.2 1.7 21 27.7 26.1 37.5 IDFC Core Equity Fund Growth ₹133.124
↑ 1.60 ₹8,408 13.4 -0.4 12.8 27.5 28.9 28.8 UTI Core Equity Fund Growth ₹177.592
↑ 1.66 ₹4,349 12 -1.8 12.4 24.6 28.1 27.2 ICICI Prudential Large & Mid Cap Fund Growth ₹997.61
↑ 9.04 ₹20,352 11.4 4.1 13 24.3 28.9 20.4 DSP BlackRock Equity Opportunities Fund Growth ₹617.15
↑ 5.81 ₹14,387 11.5 -0.9 11.4 23.9 25.5 23.9 HDFC Growth Opportunities Fund Growth ₹337.083
↑ 3.60 ₹24,326 13.1 -0.7 9 23.7 28.8 19.4 Kotak Equity Opportunities Fund Growth ₹338.199
↑ 3.04 ₹25,712 13.3 -2.1 6.7 22.3 24.9 24.2 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 Edelweiss Large and Mid Cap Fund Growth ₹86.435
↑ 0.74 ₹3,732 13 -3.5 11.7 21.2 25.1 24.5 SBI Large and Midcap Fund Growth ₹603.178
↑ 2.09 ₹30,133 10.3 -1.1 10.7 20.2 25.5 18 Canara Robeco Emerging Equities Growth ₹257.32
↑ 2.65 ₹24,041 13.8 -1.7 12.1 19.9 24.3 26.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 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 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 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 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 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 (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 1. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 13.8% 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 (06 Jun 25) ₹99.61 ↑ 1.75 (1.79 %) Net Assets (Cr) ₹6,765 on 30 Apr 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 0.76 Alpha Ratio 7.57 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 31 May 20 ₹10,000 31 May 21 ₹15,628 31 May 22 ₹16,358 31 May 23 ₹18,714 31 May 24 ₹27,251 31 May 25 ₹32,512 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 10.6% 3 Month 19.2% 6 Month 1.7% 1 Year 21% 3 Year 27.7% 5 Year 26.1% 10 Year 15 Year Since launch 13.8% 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 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 27.55% Consumer Cyclical 22.11% Health Care 15.77% Industrials 12.73% Real Estate 7.5% Technology 6.55% Basic Materials 4.49% Communication Services 1.98% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002515% ₹354 Cr 683,586
↑ 140,897 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO5% ₹321 Cr 612,171 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹287 Cr 1,921,954 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE4% ₹286 Cr 449,447 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE4% ₹263 Cr 1,914,877
↑ 339,521 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹236 Cr 2,146,168 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹220 Cr 13,404,597 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹214 Cr 130,340 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹213 Cr 9,152,597 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY3% ₹211 Cr 6,673,912 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 (06 Jun 25) ₹133.124 ↑ 1.60 (1.21 %) Net Assets (Cr) ₹8,408 on 30 Apr 25 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.16 Information Ratio 1.35 Alpha Ratio 1.64 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 31 May 20 ₹10,000 31 May 21 ₹17,359 31 May 22 ₹18,325 31 May 23 ₹21,577 31 May 24 ₹33,157 31 May 25 ₹36,767 Returns for IDFC Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 7.4% 3 Month 13.4% 6 Month -0.4% 1 Year 12.8% 3 Year 27.5% 5 Year 28.9% 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 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 28.52% Consumer Cyclical 9.94% Health Care 9.57% Technology 8.71% Industrials 8.35% Consumer Defensive 7.05% Basic Materials 6.99% Communication Services 5.53% Real Estate 3.57% Energy 2.78% Utility 2.62% Asset Allocation
Asset Class Value Cash 6.36% Equity 93.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK5% ₹449 Cr 2,330,809
↑ 275,000 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK4% ₹322 Cr 2,254,645
↓ -361,889 One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 5433963% ₹213 Cr 2,465,917 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5329782% ₹205 Cr 1,051,665
↓ -215,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC2% ₹197 Cr 4,618,285
↑ 731,159 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5322152% ₹176 Cr 1,481,302
↑ 321,302 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL2% ₹165 Cr 883,727
↓ -60,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 25 | APOLLOHOSP2% ₹150 Cr 214,992
↑ 11,255 Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY2% ₹149 Cr 995,350
↑ 150,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO2% ₹142 Cr 269,988
↓ -90,000 3. UTI Core Equity Fund
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% . UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (06 Jun 25) ₹177.592 ↑ 1.66 (0.94 %) Net Assets (Cr) ₹4,349 on 30 Apr 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.28 Information Ratio 0.99 Alpha Ratio 3.7 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 31 May 20 ₹10,000 31 May 21 ₹17,833 31 May 22 ₹19,002 31 May 23 ₹22,046 31 May 24 ₹31,993 31 May 25 ₹35,965 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 5.5% 3 Month 12% 6 Month -1.8% 1 Year 12.4% 3 Year 24.6% 5 Year 28.1% 10 Year 15 Year Since launch 14% 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 8.04 Yr. Data below for UTI Core Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 32.04% Consumer Cyclical 10.33% Basic Materials 10.04% Technology 7.12% Communication Services 6.58% Health Care 6.49% Industrials 6.38% Consumer Defensive 6.26% Energy 5.09% Real Estate 2.43% Utility 2.03% Asset Allocation
Asset Class Value Cash 5.2% Equity 94.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK7% ₹315 Cr 1,638,910 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹207 Cr 1,447,555 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹133 Cr 3,130,577 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 5348163% ₹113 Cr 2,772,183 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹112 Cr 5,693,225 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL3% ₹112 Cr 5,678,418
↓ -438,152 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹100 Cr 2,378,122
↓ -102,894 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY2% ₹95 Cr 636,572 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO2% ₹95 Cr 181,353 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5002712% ₹93 Cr 708,904 4. ICICI Prudential Large & Mid Cap Fund
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% . ICICI Prudential Large & Mid Cap Fund
Growth Launch Date 9 Jul 98 NAV (06 Jun 25) ₹997.61 ↑ 9.04 (0.91 %) Net Assets (Cr) ₹20,352 on 30 Apr 25 Category Equity - Large & Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.33 Information Ratio 0.68 Alpha Ratio 3.94 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 31 May 20 ₹10,000 31 May 21 ₹16,850 31 May 22 ₹19,959 31 May 23 ₹23,203 31 May 24 ₹33,118 31 May 25 ₹37,717 Returns for ICICI Prudential Large & Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 4.6% 3 Month 11.4% 6 Month 4.1% 1 Year 13% 3 Year 24.3% 5 Year 28.9% 10 Year 15 Year Since launch 18.7% 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 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential Large & Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 25.13% Financial Services 19.7% Basic Materials 12.81% Industrials 10.34% Consumer Defensive 7.38% Health Care 5.69% Technology 4.89% Energy 3.86% Communication Services 2.63% Utility 2.22% Real Estate 0.64% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | MARUTI5% ₹1,057 Cr 862,457
↓ -53,496 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433845% ₹1,000 Cr 51,434,350
↑ 3,058,506 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT4% ₹769 Cr 2,302,666
↑ 632,599 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK4% ₹746 Cr 5,231,000
↓ -189,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD3% ₹702 Cr 8,039,904
↑ 160,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 5403763% ₹588 Cr 1,400,000
↓ -121,071 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322153% ₹562 Cr 4,738,976
↑ 137,500 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5434983% ₹550 Cr 98,679,616
↑ 1,799,295 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹547 Cr 3,894,790
↑ 720,734 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 22 | ALKEM3% ₹530 Cr 1,036,928 5. 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 (06 Jun 25) ₹617.15 ↑ 5.81 (0.95 %) Net Assets (Cr) ₹14,387 on 30 Apr 25 Category Equity - Large & Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.3 Information Ratio 0.76 Alpha Ratio 4.09 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 31 May 20 ₹10,000 31 May 21 ₹17,236 31 May 22 ₹17,538 31 May 23 ₹20,115 31 May 24 ₹29,114 31 May 25 ₹32,484 Returns for DSP BlackRock Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 4.7% 3 Month 11.5% 6 Month -0.9% 1 Year 11.4% 3 Year 23.9% 5 Year 25.5% 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 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 32.48% Health Care 10.86% Consumer Cyclical 10.12% Basic Materials 9.94% Energy 6.5% Technology 6.02% Consumer Defensive 4.13% Industrials 4.11% Communication Services 3.98% Utility 3.81% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 6.85% Equity 93.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK5% ₹702 Cr 3,647,782 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK5% ₹651 Cr 4,563,161 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5322154% ₹646 Cr 5,454,905
↓ -275,488 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹559 Cr 7,084,092
↑ 1,318,084 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹407 Cr 1,842,969
↓ -320,994 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO2% ₹315 Cr 8,321,679
↓ -815,837 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5000872% ₹297 Cr 1,919,149 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE2% ₹297 Cr 406,457
↑ 80,536 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 18 | BHARTIARTL2% ₹292 Cr 1,564,264
↑ 156,209 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 5406112% ₹270 Cr 3,977,816
↑ 171,585 6. 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 (06 Jun 25) ₹337.083 ↑ 3.60 (1.08 %) Net Assets (Cr) ₹24,326 on 30 Apr 25 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.02 Information Ratio 0.9 Alpha Ratio -0.82 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 31 May 20 ₹10,000 31 May 21 ₹17,841 31 May 22 ₹20,135 31 May 23 ₹23,615 31 May 24 ₹34,383 31 May 25 ₹37,214 Returns for HDFC Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 6.4% 3 Month 13.1% 6 Month -0.7% 1 Year 9% 3 Year 23.7% 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 1.94 Yr. Data below for HDFC Growth Opportunities Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 32.09% Health Care 12.49% Consumer Cyclical 12.47% Industrials 11.18% Technology 9.55% Basic Materials 6.08% Utility 4.14% Energy 3.26% Consumer Defensive 2.88% Communication Services 2.81% Real Estate 1.66% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK5% ₹1,315 Cr 6,832,397 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK4% ₹985 Cr 6,900,836 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5322152% ₹504 Cr 4,250,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY2% ₹500 Cr 3,330,379 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL2% ₹399 Cr 2,137,420 Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | 5262992% ₹380 Cr 1,537,999 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK2% ₹372 Cr 1,682,769 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5002711% ₹340 Cr 2,602,017 State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN1% ₹332 Cr 4,210,091 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328431% ₹324 Cr 4,733,349 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 (06 Jun 25) ₹338.199 ↑ 3.04 (0.91 %) Net Assets (Cr) ₹25,712 on 30 Apr 25 Category Equity - Large & Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.07 Information Ratio -0.05 Alpha Ratio -2.25 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,243 31 May 22 ₹17,583 31 May 23 ₹20,652 31 May 24 ₹29,674 31 May 25 ₹31,261 Returns for Kotak Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 6.7% 3 Month 13.3% 6 Month -2.1% 1 Year 6.7% 3 Year 22.3% 5 Year 24.9% 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 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 24.19% Industrials 16.42% Consumer Cyclical 12.19% Basic Materials 10.5% Technology 8.73% Health Care 8.59% Energy 6.05% Utility 5.81% Communication Services 2.87% Consumer Defensive 1.85% Real Estate 1.02% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹1,733 Cr 9,000,000
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK4% ₹999 Cr 7,000,000
↑ 100,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 18 | BEL3% ₹879 Cr 28,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹870 Cr 5,800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹868 Cr 11,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹809 Cr 34,805,199 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5322153% ₹735 Cr 6,200,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 5063953% ₹725 Cr 3,275,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT2% ₹618 Cr 1,850,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA2% ₹586 Cr 3,200,000 8. 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 31 May 20 ₹10,000 31 May 21 ₹17,195 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 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 9. Edelweiss Large and Mid Cap Fund
CAGR/Annualized return of 12.7% 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 (06 Jun 25) ₹86.435 ↑ 0.74 (0.87 %) Net Assets (Cr) ₹3,732 on 30 Apr 25 Category Equity - Large & Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.14 Information Ratio -0.32 Alpha Ratio 1.47 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 31 May 20 ₹10,000 31 May 21 ₹16,749 31 May 22 ₹18,121 31 May 23 ₹20,642 31 May 24 ₹27,996 31 May 25 ₹31,161 Returns for Edelweiss Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 7.3% 3 Month 13% 6 Month -3.5% 1 Year 11.7% 3 Year 21.2% 5 Year 25.1% 10 Year 15 Year Since launch 12.7% 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 1.17 Yr. Trideep Bhattacharya 1 Oct 21 3.67 Yr. Raj Koradia 1 Aug 24 0.83 Yr. Data below for Edelweiss Large and Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 29.15% Industrials 13.32% Consumer Cyclical 12.46% Technology 11.49% Basic Materials 8.83% Health Care 8.73% Energy 4.67% Communication Services 2.56% Consumer Defensive 2.24% Real Estate 2.19% Utility 1.97% Asset Allocation
Asset Class Value Cash 2.37% Equity 97.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK6% ₹230 Cr 1,193,999 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK4% ₹131 Cr 920,644 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE3% ₹128 Cr 913,837
↑ 409,553 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON3% ₹97 Cr 58,700 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH2% ₹77 Cr 698,941 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹76 Cr 405,093 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 22 | BEL2% ₹71 Cr 2,274,040 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT2% ₹69 Cr 205,969 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002572% ₹63 Cr 298,580 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 22 | PERSISTENT2% ₹61 Cr 115,520
↓ -4,930 10. SBI Large and Midcap Fund
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% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (05 Jun 25) ₹603.178 ↑ 2.09 (0.35 %) Net Assets (Cr) ₹30,133 on 30 Apr 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.18 Information Ratio -0.36 Alpha Ratio 1.6 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 31 May 20 ₹10,000 31 May 21 ₹17,560 31 May 22 ₹19,198 31 May 23 ₹22,869 31 May 24 ₹29,936 31 May 25 ₹33,072 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 3.3% 3 Month 10.3% 6 Month -1.1% 1 Year 10.7% 3 Year 20.2% 5 Year 25.5% 10 Year 15 Year Since launch 17.6% 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 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 28.71% Consumer Cyclical 13.42% Basic Materials 12.89% Health Care 9.99% Industrials 9.36% Technology 7.12% Consumer Defensive 5.68% Energy 3.54% Utility 2.36% Communication Services 1.88% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,533 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,237 Cr 5,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322154% ₹1,090 Cr 9,200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹1,068 Cr 7,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹907 Cr 11,500,000
↑ 2,300,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 5003873% ₹862 Cr 290,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹836 Cr 1,910,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹834 Cr 5,843,873 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹824 Cr 274,878 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM3% ₹755 Cr 1,476,712 11. 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 (06 Jun 25) ₹257.32 ↑ 2.65 (1.04 %) Net Assets (Cr) ₹24,041 on 30 Apr 25 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.24 Information Ratio -0.53 Alpha Ratio 3.32 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 31 May 20 ₹10,000 31 May 21 ₹16,772 31 May 22 ₹18,376 31 May 23 ₹20,444 31 May 24 ₹27,238 31 May 25 ₹30,710 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 7.3% 3 Month 13.8% 6 Month -1.7% 1 Year 12.1% 3 Year 19.9% 5 Year 24.3% 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 5.67 Yr. Amit Nadekar 28 Aug 23 1.76 Yr. Data below for Canara Robeco Emerging Equities as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.18% Financial Services 19.51% Industrials 11.74% Technology 11.04% Health Care 7.4% Basic Materials 6.15% Consumer Defensive 4.66% Utility 3.35% Communication Services 1.88% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,531 Cr 10,730,089
↓ -7,295 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008506% ₹1,380 Cr 17,525,052
↑ 901,238 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON4% ₹1,022 Cr 621,033
↑ 24,413 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA4% ₹901 Cr 10,077,607
↑ 81,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹870 Cr 27,700,935
↓ -3,413,904 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹870 Cr 6,938,728
↑ 195,501 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002513% ₹815 Cr 1,575,950 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹745 Cr 2,789,746
↓ -66,231 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹689 Cr 29,623,131 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹650 Cr 33,051,784
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-
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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