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
- IDFC Core Equity Fund
- ICICI Prudential Large & Mid Cap Fund
- Principal Emerging Bluechip Fund
- Invesco India Growth Opportunities Fund
- UTI Core Equity Fund
- HDFC Growth Opportunities Fund
- DSP BlackRock Equity Opportunities Fund
- Kotak Equity Opportunities Fund
- Edelweiss Large and Mid Cap Fund
- SBI Large and Midcap Fund
- Tata Large and Midcap 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 (%) 2023 (%) IDFC Core Equity Fund Growth ₹117.209
↓ -0.14 ₹7,574 -12.3 -13.5 6.8 23.6 21.9 28.8 ICICI Prudential Large & Mid Cap Fund Growth ₹894.39
↓ -1.26 ₹18,624 -6.7 -9.9 8.1 22.8 24 20.4 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 2.9 13.6 38.9 21.9 19.2 Invesco India Growth Opportunities Fund Growth ₹83.06
↓ -0.48 ₹6,250 -15.2 -11.5 10.2 21.5 19.1 37.5 UTI Core Equity Fund Growth ₹158.294
↓ -0.28 ₹4,047 -12.5 -13 7.9 21.4 23.2 27.2 HDFC Growth Opportunities Fund Growth ₹297.013
↓ -1.03 ₹23,140 -12.5 -13.9 1.9 21 23.4 19.4 DSP BlackRock Equity Opportunities Fund Growth ₹551.742
↓ -1.52 ₹13,444 -11.4 -12.6 7.2 20.6 20 23.9 Kotak Equity Opportunities Fund Growth ₹297.727
↓ -0.80 ₹24,534 -13.8 -12.7 3.7 18.9 19.4 24.2 Edelweiss Large and Mid Cap Fund Growth ₹76.299
↓ -0.17 ₹3,610 -14.8 -12.5 4.7 17.4 19 24.5 SBI Large and Midcap Fund Growth ₹551.867
↑ 5.00 ₹28,677 -9.8 -9.4 6.8 17.2 19.9 18 Tata Large and Midcap Fund Growth ₹471.497
↓ -0.20 ₹7,943 -11.6 -13.2 1.6 17.2 18 15.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25 Large- & Mid- Cap funds having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.
(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 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 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 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 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 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 (Erstwhile Tata Equity Opportunities Fund) To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation. Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a Below is the key information for Tata Large and Midcap Fund Returns up to 1 year are on 1. IDFC Core Equity Fund
CAGR/Annualized return of 13.4% 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 (07 Mar 25) ₹117.209 ↓ -0.14 (-0.12 %) Net Assets (Cr) ₹7,574 on 31 Jan 25 Category Equity - Large & Mid Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.62 Information Ratio 1.08 Alpha Ratio 4.02 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,581 28 Feb 22 ₹14,795 28 Feb 23 ₹16,099 29 Feb 24 ₹24,330 28 Feb 25 ₹25,660 Returns for IDFC Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.3% 3 Month -12.3% 6 Month -13.5% 1 Year 6.8% 3 Year 23.6% 5 Year 21.9% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.8% 2022 36.2% 2021 6.9% 2020 34.1% 2019 12.9% 2018 3.7% 2017 -5.1% 2016 37.3% 2015 8% 2014 5.2% Fund Manager information for IDFC Core Equity Fund
Name Since Tenure Manish Gunwani 28 Jan 23 2.09 Yr. Ritika Behera 7 Oct 23 1.4 Yr. Gaurav Satra 7 Jun 24 0.73 Yr. Rahul Agarwal 28 Aug 23 1.51 Yr. Data below for IDFC Core Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 24.13% Technology 11.88% Health Care 11.42% Basic Materials 9.69% Consumer Cyclical 9.26% Industrials 8.58% Consumer Defensive 7.04% Energy 4.24% Communication Services 3.61% Real Estate 3.12% Utility 1.46% Asset Allocation
Asset Class Value Cash 5.57% Equity 94.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | ICICIBANK4% ₹309 Cr 2,466,534
↑ 485,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK4% ₹281 Cr 1,655,809
↑ 210,000 Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY3% ₹229 Cr 1,220,350
↑ 151,182 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL3% ₹202 Cr 1,243,727
↑ 121,462 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 24 | 5329783% ₹194 Cr 1,117,132
↑ 191,507 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE2% ₹153 Cr 1,212,736 One97 Communications Ltd (Technology)
Equity, Since 31 Mar 24 | 5433962% ₹149 Cr 1,924,728
↑ 619,595 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5322152% ₹144 Cr 1,460,000
↑ 375,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 22 | ITC2% ₹139 Cr 3,112,856
↑ 1,285,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 23 | LT2% ₹127 Cr 354,684
↑ 104,684 2. ICICI Prudential Large & Mid Cap Fund
CAGR/Annualized return of 18.4% 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 (07 Mar 25) ₹894.39 ↓ -1.26 (-0.14 %) Net Assets (Cr) ₹18,624 on 31 Jan 25 Category Equity - Large & Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.82 Information Ratio 0.54 Alpha Ratio 6.06 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,108 28 Feb 22 ₹16,249 28 Feb 23 ₹18,086 29 Feb 24 ₹25,826 28 Feb 25 ₹27,703 Returns for ICICI Prudential Large & Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.4% 3 Month -6.7% 6 Month -9.9% 1 Year 8.1% 3 Year 22.8% 5 Year 24% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.4% 2022 29.9% 2021 11.7% 2020 41.8% 2019 11.7% 2018 5.7% 2017 -6.2% 2016 29.8% 2015 10.3% 2014 -0.6% Fund Manager information for ICICI Prudential Large & Mid Cap Fund
Name Since Tenure Ihab Dalwai 1 Jun 22 2.75 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Data below for ICICI Prudential Large & Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 23.75% Financial Services 22.79% Basic Materials 13.72% Consumer Defensive 8.68% Industrials 7.93% Health Care 4.64% Technology 3.66% Energy 3.45% Communication Services 2.43% Utility 2.34% Asset Allocation
Asset Class Value Cash 6.59% Equity 93.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | MARUTI7% ₹1,251 Cr 1,015,953
↓ -25,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433844% ₹813 Cr 48,141,528
↑ 465,794 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK4% ₹744 Cr 5,937,195 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5329784% ₹679 Cr 3,910,516
↓ -797,500 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD3% ₹612 Cr 7,859,059
↑ 15,553 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 22 | ALKEM3% ₹495 Cr 978,623
↑ 96,360 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Dec 20 | UBL3% ₹482 Cr 2,245,925 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | HDFCBANK3% ₹468 Cr 2,755,200
↓ -69,800 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | EICHERMOT2% ₹440 Cr 847,348
↓ -87,500 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5003872% ₹428 Cr 153,895
↑ 43,374 3. 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,144 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 4. Invesco India Growth Opportunities Fund
CAGR/Annualized return of 12.8% 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 (07 Mar 25) ₹83.06 ↓ -0.48 (-0.57 %) Net Assets (Cr) ₹6,250 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.84 Information Ratio 0.37 Alpha Ratio 8.74 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,351 28 Feb 22 ₹13,887 28 Feb 23 ₹14,248 29 Feb 24 ₹21,121 28 Feb 25 ₹22,851 Returns for Invesco India Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -6.7% 3 Month -15.2% 6 Month -11.5% 1 Year 10.2% 3 Year 21.5% 5 Year 19.1% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.5% 2022 31.6% 2021 -0.4% 2020 29.7% 2019 13.3% 2018 10.7% 2017 -0.2% 2016 39.6% 2015 3.3% 2014 3.8% Fund Manager information for Invesco India Growth Opportunities Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.31 Yr. Amit Ganatra 21 Jan 22 3.11 Yr. Data below for Invesco India Growth Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.46% Consumer Cyclical 23.77% Health Care 13.77% Industrials 10.04% Technology 8.91% Real Estate 6.66% Basic Materials 4.9% Consumer Defensive 2.25% Communication Services 1.96% Asset Allocation
Asset Class Value Cash 0.27% Equity 99.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5002514% ₹278 Cr 483,608
↑ 62,658 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO4% ₹265 Cr 612,171
↑ 38,698 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹260 Cr 2,077,721
↑ 399,318 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN4% ₹236 Cr 1,837,608
↑ 217,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹220 Cr 5,292,395
↑ 2,115,144 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹212 Cr 1,993,259 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | 5433203% ₹202 Cr 9,152,597
↑ 2,446,793 BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE3% ₹200 Cr 376,990 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON3% ₹195 Cr 130,340 L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF3% ₹195 Cr 13,404,597
↑ 949,280 5. UTI Core Equity Fund
CAGR/Annualized return of 13.4% 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 (07 Mar 25) ₹158.294 ↓ -0.28 (-0.18 %) Net Assets (Cr) ₹4,047 on 31 Jan 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.87 Information Ratio 0.69 Alpha Ratio 7.14 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,632 28 Feb 22 ₹16,180 28 Feb 23 ₹17,287 29 Feb 24 ₹25,040 28 Feb 25 ₹26,885 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -6.1% 3 Month -12.5% 6 Month -13% 1 Year 7.9% 3 Year 21.4% 5 Year 23.2% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.2% 2022 34.4% 2021 4.6% 2020 40.8% 2019 12.8% 2018 1.5% 2017 -7.9% 2016 35.2% 2015 3.4% 2014 0.5% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 7.79 Yr. Data below for UTI Core Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.19% Consumer Cyclical 11.8% Basic Materials 11.11% Technology 9.2% Health Care 7.25% Consumer Defensive 6.48% Communication Services 6.33% Industrials 6.04% Utility 2.96% Energy 2.43% Real Estate 2.29% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK7% ₹296 Cr 1,741,430
↑ 11,826 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹185 Cr 1,478,590 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹140 Cr 3,130,577 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹134 Cr 714,276
↓ -45,310 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹102 Cr 5,466,538
↑ 521,710 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹100 Cr 2,259,525 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT2% ₹98 Cr 522,786
↑ 28,645 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹97 Cr 5,404,713
↑ 547,136 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 5348162% ₹96 Cr 2,772,183
↑ 285,211 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 22 | INDUSINDBK2% ₹91 Cr 914,829
↑ 158,568 6. HDFC Growth Opportunities Fund
CAGR/Annualized return of 12.6% 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 (07 Mar 25) ₹297.013 ↓ -1.03 (-0.35 %) Net Assets (Cr) ₹23,140 on 31 Jan 25 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.29 Information Ratio 1.03 Alpha Ratio -0.77 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,601 28 Feb 22 ₹16,496 28 Feb 23 ₹17,931 29 Feb 24 ₹26,705 28 Feb 25 ₹26,839 Returns for HDFC Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.8% 3 Month -12.5% 6 Month -13.9% 1 Year 1.9% 3 Year 21% 5 Year 23.4% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.4% 2022 37.7% 2021 8.2% 2020 43.1% 2019 11.4% 2018 6.6% 2017 -3.8% 2016 29.4% 2015 3.9% 2014 -4.8% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Gopal Agrawal 16 Jul 20 4.63 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Growth Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.02% Consumer Cyclical 12.85% Health Care 12.81% Industrials 12.09% Technology 11.19% Basic Materials 5.38% Utility 3.91% Energy 3.21% Communication Services 2.8% Consumer Defensive 2.51% Real Estate 1.35% Asset Allocation
Asset Class Value Cash 0.5% Equity 99.13% Debt 0.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK5% ₹1,161 Cr 6,832,397 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK4% ₹865 Cr 6,900,836 Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY3% ₹626 Cr 3,330,379 Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | 5262992% ₹441 Cr 1,537,999 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5322152% ₹419 Cr 4,250,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK2% ₹373 Cr 3,767,539 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL2% ₹348 Cr 2,137,420 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 22 | TCS1% ₹345 Cr 837,735 State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN1% ₹325 Cr 4,210,091 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK1% ₹320 Cr 1,682,769 7. DSP BlackRock Equity Opportunities Fund
CAGR/Annualized return of 17.5% 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 (07 Mar 25) ₹551.742 ↓ -1.52 (-0.27 %) Net Assets (Cr) ₹13,444 on 31 Jan 25 Category Equity - Large & Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.63 Information Ratio 0.16 Alpha Ratio 4.23 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,843 28 Feb 22 ₹14,709 28 Feb 23 ₹15,596 29 Feb 24 ₹22,326 28 Feb 25 ₹23,616 Returns for DSP BlackRock Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.4% 3 Month -11.4% 6 Month -12.6% 1 Year 7.2% 3 Year 20.6% 5 Year 20% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 32.5% 2021 4.4% 2020 31.2% 2019 14.2% 2018 11.4% 2017 -9.2% 2016 40.1% 2015 11.2% 2014 6.1% Fund Manager information for DSP BlackRock Equity Opportunities Fund
Name Since Tenure Rohit Singhania 1 Jun 15 9.76 Yr. Data below for DSP BlackRock Equity Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.76% Basic Materials 10.92% Consumer Cyclical 10.79% Health Care 9.87% Technology 7.57% Industrials 6.88% Energy 5.95% Utility 4.51% Consumer Defensive 4.17% Communication Services 3.27% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK5% ₹637 Cr 5,087,254
↓ -279,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK5% ₹620 Cr 3,647,782
↓ -202,369 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5322154% ₹520 Cr 5,272,691
↑ 685,031 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹414 Cr 5,356,659
↑ 769,911 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹412 Cr 2,168,587
↓ -334,046 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY2% ₹322 Cr 1,714,083 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT2% ₹290 Cr 813,304
↑ 118,185 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5000872% ₹284 Cr 1,919,149
↑ 93,780 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO2% ₹281 Cr 7,840,242
↑ 372,472 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 18 | 5244942% ₹274 Cr 1,901,164 8. Kotak Equity Opportunities Fund
CAGR/Annualized return of 18% 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 (07 Mar 25) ₹297.727 ↓ -0.80 (-0.27 %) Net Assets (Cr) ₹24,534 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio 0.57 Information Ratio 0.04 Alpha Ratio 3.36 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,762 28 Feb 22 ₹15,005 28 Feb 23 ₹16,200 29 Feb 24 ₹22,457 28 Feb 25 ₹23,055 Returns for Kotak Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.9% 3 Month -13.8% 6 Month -12.7% 1 Year 3.7% 3 Year 18.9% 5 Year 19.4% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.2% 2022 29.3% 2021 7% 2020 30.4% 2019 16.5% 2018 13.2% 2017 -5.6% 2016 34.9% 2015 9.6% 2014 3.3% Fund Manager information for Kotak Equity Opportunities Fund
Name Since Tenure Harsha Upadhyaya 4 Aug 12 12.58 Yr. Data below for Kotak Equity Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 20.63% Industrials 17.44% Consumer Cyclical 12.39% Technology 10.67% Basic Materials 10.21% Health Care 8.56% Energy 5.77% Utility 5.64% Communication Services 2.5% Consumer Defensive 1.89% Real Estate 0.86% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK6% ₹1,444 Cr 8,500,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹1,090 Cr 5,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK4% ₹864 Cr 6,900,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹850 Cr 11,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 18 | BEL3% ₹819 Cr 28,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹767 Cr 34,805,199 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT3% ₹660 Cr 1,850,000 Mphasis Ltd (Technology)
Equity, Since 31 Aug 23 | 5262993% ₹631 Cr 2,200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5322152% ₹611 Cr 6,200,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 5063952% ₹588 Cr 3,250,000 9. Edelweiss Large and Mid Cap Fund
CAGR/Annualized return of 12.1% 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 (07 Mar 25) ₹76.299 ↓ -0.17 (-0.23 %) Net Assets (Cr) ₹3,610 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.5 Information Ratio -0.3 Alpha Ratio 2.35 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,140 28 Feb 22 ₹15,440 28 Feb 23 ₹15,967 29 Feb 24 ₹22,310 28 Feb 25 ₹22,858 Returns for Edelweiss Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -6.7% 3 Month -14.8% 6 Month -12.5% 1 Year 4.7% 3 Year 17.4% 5 Year 19% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.5% 2022 29.7% 2021 1.3% 2020 37% 2019 17% 2018 11.1% 2017 -3.3% 2016 38.1% 2015 0.5% 2014 2.7% Fund Manager information for Edelweiss Large and Mid Cap Fund
Name Since Tenure Sumanta Khan 1 Apr 24 0.91 Yr. Trideep Bhattacharya 1 Oct 21 3.41 Yr. Raj Koradia 1 Aug 24 0.58 Yr. Data below for Edelweiss Large and Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 25.92% Consumer Cyclical 16.18% Technology 14.48% Industrials 14.12% Health Care 9.23% Basic Materials 7.14% Energy 3.08% Real Estate 2.38% Consumer Defensive 2.29% Utility 1.83% Communication Services 1.82% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK6% ₹203 Cr 1,193,999
↑ 107,307 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK3% ₹115 Cr 920,644 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON3% ₹93 Cr 62,093 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 22 | PERSISTENT2% ₹78 Cr 129,516
↓ -28,410 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN2% ₹70 Cr 900,747 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 22 | BEL2% ₹67 Cr 2,274,040 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹66 Cr 405,093 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT2% ₹66 Cr 184,666 Infosys Ltd (Technology)
Equity, Since 31 Aug 12 | INFY2% ₹64 Cr 339,498
↑ 40,464 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE2% ₹64 Cr 504,284 10. SBI Large and Midcap Fund
CAGR/Annualized return of 17.3% 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 (06 Mar 25) ₹551.867 ↑ 5.00 (0.91 %) Net Assets (Cr) ₹28,677 on 31 Jan 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.44 Information Ratio -0.35 Alpha Ratio 1.08 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,560 28 Feb 22 ₹15,311 28 Feb 23 ₹16,785 29 Feb 24 ₹22,470 28 Feb 25 ₹23,604 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.2% 3 Month -9.8% 6 Month -9.4% 1 Year 6.8% 3 Year 17.2% 5 Year 19.9% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 18% 2022 26.8% 2021 7.3% 2020 39.3% 2019 15.8% 2018 6.8% 2017 -5.3% 2016 40.5% 2015 0.4% 2014 11.1% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.48 Yr. Pradeep Kesavan 31 Dec 23 1.17 Yr. Data below for SBI Large and Midcap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 24.7% Consumer Cyclical 12.56% Basic Materials 11.76% Industrials 10.81% Health Care 9.85% Technology 8.74% Consumer Defensive 7% Energy 3.35% Communication Services 3.27% Utility 2.4% Asset Allocation
Asset Class Value Cash 5.83% Equity 94.05% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,235 Cr 13,157,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹961 Cr 7,600,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹739 Cr 1,910,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹732 Cr 5,843,873
↓ -1,556,127 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹719 Cr 274,878 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY2% ₹714 Cr 3,800,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN2% ₹711 Cr 9,200,000
↓ -1,800,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK2% ₹703 Cr 3,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹641 Cr 6,500,000
↑ 6,500,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5333982% ₹608 Cr 2,691,000 11. Tata Large and Midcap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 51 in Large & Mid Cap category. Return for 2024 was 15.5% , 2023 was 22.9% and 2022 was 11.2% . Tata Large and Midcap Fund
Growth Launch Date 25 Feb 93 NAV (07 Mar 25) ₹471.497 ↓ -0.20 (-0.04 %) Net Assets (Cr) ₹7,943 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.16 Information Ratio -0.57 Alpha Ratio -2.24 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,157 28 Feb 22 ₹14,631 28 Feb 23 ₹16,384 29 Feb 24 ₹21,746 28 Feb 25 ₹21,613 Returns for Tata Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.3% 3 Month -11.6% 6 Month -13.2% 1 Year 1.6% 3 Year 17.2% 5 Year 18% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.5% 2022 22.9% 2021 11.2% 2020 28.5% 2019 15.5% 2018 13.9% 2017 -5.3% 2016 31.9% 2015 1.5% 2014 6.6% Fund Manager information for Tata Large and Midcap Fund
Name Since Tenure Chandraprakash Padiyar 3 Sep 18 6.49 Yr. Meeta Shetty 1 Nov 19 5.33 Yr. Data below for Tata Large and Midcap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.65% Basic Materials 11.07% Industrials 10.84% Consumer Cyclical 7.27% Consumer Defensive 6.92% Health Care 6.79% Communication Services 5.28% Technology 4.55% Energy 4.46% Real Estate 2.2% Utility 1.94% Asset Allocation
Asset Class Value Cash 6.03% Equity 93.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK10% ₹759 Cr 4,466,799 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | VBL5% ₹364 Cr 6,786,250 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 17 | RELIANCE4% ₹354 Cr 2,800,000
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN4% ₹336 Cr 4,350,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK4% ₹319 Cr 2,550,000 PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 18 | PIIND4% ₹296 Cr 850,000
↑ 100,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | IDFCFIRSTB3% ₹275 Cr 43,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL3% ₹256 Cr 1,573,632 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD3% ₹250 Cr 3,209,286
↑ 209,286 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 21 | 5328433% ₹229 Cr 3,574,802
↓ -226,898
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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