Category: Equity: Large and Mid Cap |
Launch Date: 30-06-2025 |
Asset Class: Equity |
Benchmark: NIFTY Large Midcap 250 TRI |
TER: 2.38% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: - |
Turn over: - | Exit Load: 10% of units can be redeemed at any time without an exit load. Any redemption in excess of 10% of units will incur 1% exit load in the first 12 months.No exit load, if redeemed after 12 months from the date of allotment of unit. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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. There is no assurance that the investment objective of the scheme will be achieved.
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(%) |
---|---|---|---|---|---|---|
Samco Large & Mid Cap Fund - Regular Plan - Growth Option | 30-06-2025 | - | - | - | - | - |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 13.87 | 32.61 | 32.12 | 29.64 | - |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 12.76 | 32.46 | 28.41 | 25.5 | 15.6 |
Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 7.47 | 21.55 | 18.91 | 24.02 | 11.96 |
PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 6.86 | - | - | - | - |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 6.84 | 25.56 | 24.55 | 28.47 | 15.84 |
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 6.47 | - | - | - | - |
SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 5.92 | 20.71 | 22.14 | 25.44 | 14.81 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 5.43 | 23.63 | 23.56 | 25.26 | 15.59 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 5.03 | 25.71 | 24.92 | 27.47 | 13.88 |