Category: Equity: Large and Mid Cap |
Launch Date: 30-06-2025 |
Asset Class: |
Benchmark: NIFTY Large Midcap 250 TRI |
TER: - |
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 | 15.28 | 32.63 | 33.93 | 29.94 | - |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 14.62 | 32.7 | 30.38 | 26.16 | 15.59 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 8.94 | 25.96 | 25.84 | 28.95 | 15.68 |
Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 8.88 | 22.25 | 20.87 | 24.56 | 11.98 |
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 8.71 | - | - | - | - |
PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 8.5 | - | - | - | - |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 7.41 | 26.44 | 26.67 | 27.91 | 13.94 |
SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 6.53 | 20.39 | 23.23 | 25.89 | 14.63 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 6.48 | 23.77 | 25.14 | 25.64 | 15.55 |