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 | - | - | - | - | - |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 14.08 | 31.59 | 27.39 | 24.96 | 15.37 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 13.53 | 30.32 | 29.83 | 28.79 | - |
PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 7.38 | - | - | - | - |
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 6.53 | - | - | - | - |
SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 6.18 | 19.5 | 20.58 | 24.95 | 14.53 |
Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 5.11 | 20.47 | 19.34 | 23.1 | - |
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-03-2005 | 4.79 | 19.8 | 18.5 | 22.25 | 15.24 |
Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 4.79 | 19.07 | 17.42 | 23.1 | 11.56 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 4.58 | 21.41 | 21.72 | 24.16 | 15.2 |
Others
2.24%
Large Cap
51.19%
Mid Cap
46.57%