Mutual Fund Trailing Returns - Equity: Large and Mid Cap
Data as on - 22-08-2025
| 1 Year | 3 Years | 5 Years | 10 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
| Invesco India Large and Mid Cap Gr | 09-08-2007 | 8,007.1 | 1.77 | 11.81 | 1/30 | 26.37 | 2/27 | 24.27 | 6/26 | 15.82 | 3/20 | 13.8 |
| PGIM India Large and Mid Cap Reg Gr | Invest Online | 12-02-2024 | 730.52 | 2.29 | 5.15 | 2/30 | - | - | - | - | - | - | 15.84 |
| Motilal Oswal Large and MidCap Reg Gr | Invest Online | 01-10-2019 | 12,427.89 | 1.72 | 4.38 | 3/30 | 27.36 | 1/27 | 27.84 | 1/26 | - | - | 22.39 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 1,777.21 | 2.04 | 4.09 | 4/30 | - | - | - | - | - | - | 17.63 |
| Franklin India Large & Mid Cap Fund Gr Plan | 05-03-2005 | 3,578.88 | 2.01 | 3.48 | 5/30 | 16.79 | 20/27 | 21.67 | 15/26 | 11.8 | 19/20 | 15.57 |
| ICICI Pru Large & MidCap Gr | 09-07-1998 | 23,246.15 | 1.65 | 3.01 | 6/30 | 21.71 | 4/27 | 25.68 | 2/26 | 15.76 | 4/20 | 18.49 |
| SBI Large & MidCap Reg Gr | Invest Online | 28-02-1993 | 33,348.17 | 1.58 | 2.75 | 7/30 | 18.26 | 13/27 | 23.13 | 8/26 | 14.48 | 10/20 | 17.52 |
| Sundaram Large and MidCap Gr | 10-02-2007 | 6,789.22 | 1.81 | 2.48 | 8/30 | 20.19 | 10/27 | 22.96 | 9/26 | 15.24 | 6/20 | 14.97 |
| Nippon India Vision Gr Gr | 05-10-1995 | 6,173.85 | 0.0 | 2.1 | 9/30 | 21.41 | 6/27 | 23.46 | 7/26 | 12.55 | 17/20 | 18.15 |
| CANARA ROBECO LARGE AND MID CAP FUND REG GR | Invest Online | 05-03-2005 | 25,550.61 | 1.6 | 2.03 | 10/30 | 17.42 | 16/27 | 21.07 | 18/26 | 15.21 | 7/20 | 17.25 |
| Axis Large & Mid Cap Fund Reg Gr | Invest Online | 10-10-2018 | 14,853.13 | 1.69 | 1.55 | 11/30 | 17.03 | 18/27 | 21.38 | 17/26 | - | - | 18.99 |
| Union Large & MidCap Reg Gr | Invest Online | 06-12-2019 | 906 | 2.26 | 0.43 | 12/30 | 16.23 | 23/27 | 19.99 | 23/26 | - | - | 18.07 |
| JM Large & Mid Cap Fund (Reg) Gr | 04-07-2025 | 0 | 2.34 | - | - | - | - | - | - | - | - | 1.65 |
| Samco Large & Mid Cap Fund Reg Plan Gr | 30-06-2025 | 0 | 2.39 | - | - | - | - | - | - | - | - | -6.38 |
| Helios Large & Mid Cap Fund Reg Gr | 30-10-2024 | 367.48 | 2.38 | - | - | - | - | - | - | - | - | 8.91 |
| ITI LARGE & MIDCAP FUND Reg Gr | 11-09-2024 | 862.42 | 2.18 | - | - | - | - | - | - | - | - | -4.9 |
| Bandhan Large & Mid Cap Reg Gr | Invest Online | 09-08-2005 | 9,996.58 | 1.73 | -0.02 | 13/30 | 24.87 | 3/27 | 25.3 | 3/26 | 15.67 | 5/20 | 13.84 |
| Edelweiss Large & MidCap Reg Gr | 14-06-2007 | 4,063.31 | 1.85 | -0.08 | 14/30 | 17.96 | 14/27 | 21.63 | 16/26 | 14.05 | 12/20 | 12.59 |
| Kotak Large & Midcap Fund Gr Reg | Invest Online | 05-09-2004 | 28,084.13 | 1.57 | -0.6 | 15/30 | 19.43 | 11/27 | 21.98 | 12/26 | 14.77 | 9/20 | 18.31 |
| UTI Large & Mid Cap Fund Reg Gr | 01-08-2005 | 4,864.89 | 1.93 | -0.78 | 16/30 | 21.7 | 5/27 | 24.58 | 5/26 | 13.45 | 14/20 | 13.65 |
| HDFC Large and Mid Cap Gr | Invest Online | 18-02-1994 | 26,406.25 | 1.64 | -0.84 | 17/30 | 20.94 | 7/27 | 25.06 | 4/26 | 14.3 | 11/20 | 11.82 |
| Bajaj Finserv Large and Mid Cap Reg Gr | 27-02-2024 | 2,098.13 | 2.0 | -0.97 | 18/30 | - | - | - | - | - | - | 13.63 |
| HSBC Large and Mid Cap Gr | 03-03-2019 | 4,365.03 | 1.9 | -1.42 | 19/30 | 20.42 | 8/27 | 22.17 | 10/26 | - | - | 16.84 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | Invest Online | 02-07-2010 | 40,554.1 | 1.52 | -1.65 | 20/30 | 16.07 | 24/27 | 20.65 | 20/26 | 16.73 | 1/20 | 19.56 |
| DSP Large & Mid Cap Reg Gr | 16-05-2000 | 15,501.86 | 1.68 | -1.81 | 21/30 | 20.34 | 9/27 | 22.03 | 11/26 | 14.85 | 8/20 | 17.67 |
| ABSL Large & Mid Cap Fund Reg Gr | 24-02-1995 | 5,735.58 | 1.9 | -2.44 | 22/30 | 14.25 | 26/27 | 17.7 | 26/26 | 11.36 | 20/20 | 16.13 |
| Tata Large & MidCap Reg Gr | 31-03-1993 | 8,772.86 | 1.74 | -2.66 | 23/30 | 15.56 | 25/27 | 19.64 | 24/26 | 12.95 | 15/20 | 12.83 |
| Navi Large & MidCap Reg Gr | 07-12-2015 | 316.67 | 2.26 | -3.2 | 24/30 | 13.23 | 27/27 | 19.5 | 25/26 | - | - | 13.83 |
| LIC MF Large & MidCap Reg Gr | Invest Online | 05-02-2015 | 3,100.87 | 1.91 | -3.33 | 25/30 | 16.28 | 22/27 | 20.26 | 21/26 | 13.85 | 13/20 | 13.67 |
| Baroda BNP Paribas Large and MidCap Reg Gr | 04-09-2020 | 1,620.41 | 2.1 | -4.41 | 26/30 | 18.82 | 12/27 | - | - | - | - | 21.94 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 30-12-2019 | 2,687.96 | 1.93 | -4.71 | 27/30 | 16.67 | 21/27 | 21.94 | 13/26 | - | - | 18.95 |
| BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr | Invest Online | 21-10-2008 | 409.79 | 2.48 | -5.39 | 28/30 | 17.76 | 15/27 | 20.83 | 19/26 | 12.78 | 16/20 | 14.36 |
| BANK OF INDIA Large & Mid Cap Fund Reg Plan Gr | Invest Online | 21-10-2008 | 409.79 | 2.48 | -6.07 | 29/30 | 17.0 | 19/27 | 20.14 | 22/26 | 12.03 | 18/20 | 13.72 |
| Quant Large & MidCap Gr | 11-12-2006 | 3,681.62 | 1.9 | -14.38 | 30/30 | 17.39 | 17/27 | 21.8 | 14/26 | 16.03 | 2/20 | 13.65 |
| Category Average | - | - | - | -0.38 | - | 18.94 | - | 22.18 | - | 14.18 | - | 14.26 |
| NIFTY LARGE MIDCAP 250 TRI | - | - | - | 0.38 | - | 18.43 | - | 23.49 | - | 15.64 | - | 16.1 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
