Category: Equity: Large and Mid Cap |
Launch Date: 27-02-2024 |
Asset Class: |
Benchmark: NIFTY Large Midcap 250 TRI |
TER: 2.25% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 100.0 |
Total Assets: 784.96 Cr As on (31-03-2024) |
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities.
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth | 27-02-2024 | - | - | - | - | - |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 65.98 | 30.21 | 31.18 | 26.58 | 22.98 |
BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 58.17 | 30.09 | 26.68 | 20.64 | 16.79 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 57.45 | 31.01 | 27.25 | - | - |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 54.84 | 22.57 | 25.29 | - | - |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 52.12 | 24.59 | 22.57 | 18.13 | 17.03 |
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 50.58 | 26.42 | 27.33 | 21.24 | 15.12 |
HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 49.5 | 23.11 | 22.27 | 18.64 | - |
Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 49.4 | 24.49 | 23.85 | 18.52 | 15.43 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 48.16 | 26.03 | 28.15 | 21.43 | 16.56 |
Small Cap
2.61%
Others
10.2%
Large Cap
51.74%
Mid Cap
35.43%