Mutual Fund Trailing Returns - Equity:%20Large%20and%20Mid%20Cap

Select Category

Plan Type

Data as on - 15-04-2024

				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. (%)
Quant Large & MidCap Gr	11-12-2006	2,110.44	2.04	62.28	1/27	29.97	1/27	25.37	1/23	22.62	1/19	14.96
Bandhan Core Equity Reg Gr \| Invest Online	09-08-2005	4,022.92	1.91	53.28	2/27	25.74	5/27	19.81	5/23	16.59	9/19	13.75
Motilal Oswal Large and MidCap Reg Gr \| Invest Online	05-10-2019	3,663.46	1.88	52.27	3/27	25.76	4/27	-	-	-	-	23.07
Mahindra Manulife Large & Mid Cap Fund Reg Gr	30-12-2019	1,985.12	2.02	50.29	4/27	24.17	6/27	-	-	-	-	23.72
Invesco India Large and Mid Cap Gr	09-08-2007	4,995.76	1.85	48.57	5/27	21.51	15/27	17.42	19/23	16.78	8/19	12.97
HDFC Large and Mid Cap Gr	18-02-1994	17,313.86	1.69	48.06	6/27	26.64	3/27	20.49	4/23	14.94	17/19	11.84
UTI Large & Mid Cap Fund Reg Gr	01-08-2005	2,758.79	2.03	46.44	7/27	23.91	7/27	18.64	13/23	15.4	13/19	13.57
Axis Growth Opp Reg Gr \| Invest Online	10-10-2018	11,738.74	1.72	46.4	8/27	21.09	16/27	21.47	2/23	-	-	20.94
Nippon India Vision Gr Gr	05-10-1995	4,335.22	2.03	46.34	9/27	23.03	10/27	17.66	18/23	15.28	15/19	18.35
ICICI Pru Large & MidCap Gr	09-07-1998	12,307.24	1.74	45.3	10/27	27.33	2/27	20.7	3/23	16.41	11/19	18.75
HSBC Large and Mid Cap Gr	03-03-2019	2,768.75	2.02	45.16	11/27	20.95	17/27	17.71	17/23	-	-	17.6
Baroda BNP Paribas Large and MidCap Reg Gr	04-09-2020	1,108.1	2.21	44.86	12/27	23.31	9/27	-	-	-	-	27.15
BANK OF INDIA Large & Mid Cap Equity Eco Gr \| Invest Online	21-10-2008	292.85	1.59624023	43.12	13/27	22.65	11/27	19.41	8/23	15.1	16/19	14.94
DSP Equity Opp Reg Gr	16-05-2000	10,812.48	1.75	43.02	14/27	20.71	18/27	18.39	14/23	17.61	6/19	17.9
BANK OF INDIA Large & Mid Cap Equity Reg Gr \| Invest Online	21-10-2008	292.85	2.46	42.16	15/27	22.04	13/27	18.72	12/23	14.35	19/19	14.31
Sundaram Large and MidCap Gr	10-02-2007	6,194.7	1.84	41.59	16/27	22.1	12/27	19.02	9/23	19.33	4/19	15.02
Kotak Equity Opp Gr \| Invest Online	05-09-2004	19,861.46	1.63	41.57	17/27	21.84	14/27	19.64	7/23	18.18	5/19	18.82
Edelweiss Large & MidCap Reg Gr	14-06-2007	2,848.59	1.93	40.71	18/27	20.52	19/27	18.84	11/23	16.55	10/19	12.59
Mirae Asset Large and Midcap Fund Reg Gr \| Invest Online	16-07-2010	33,618.78	1.56	38.82	19/27	19.03	22/27	19.65	6/23	22.45	2/19	20.55
LIC MF Large & MidCap Reg Gr \| Invest Online	05-02-2015	2,551.04	1.93	37.38	20/27	18.33	24/27	16.58	20/23	-	-	13.51
Union Large & MidCap Reg Gr	06-12-2019	705.7	2.37	35.87	21/27	19.76	20/27	-	-	-	-	20.03
ABSL Equity Advtg Reg Gr	24-02-1995	5,525.56	1.92	34.9	22/27	13.83	27/27	14.47	22/23	15.35	14/19	16.42
Canara Robeco Emerging Equities Reg Gr	05-03-2005	20,816.29	1.64	34.83	23/27	18.94	23/27	17.81	16/23	20.99	3/19	17.38
SBI Large & MidCap Reg Gr \| Invest Online	28-02-1993	21,270.03	1.66	34.18	24/27	23.62	8/27	18.89	10/23	17.59	7/19	17.86
Franklin India Equity Advtg Gr	05-03-2005	3,138.44	2.04	33.87	25/27	18.07	25/27	14.54	21/23	14.45	18/19	15.55
Tata Large & MidCap Reg Gr	31-03-1993	6,821.91	1.81	33.01	26/27	19.67	21/27	18.36	15/23	16.33	12/19	13.03
Navi Large & MidCap Reg Gr	07-12-2015	268.79	2.25	24.41	27/27	16.99	26/27	14.45	23/23	-	-	14.2
Whiteoak Capital Large & Mid Cap Reg Gr	22-12-2023	1,058.06	2.13	-	-	-	-	-	-	-	-	7.97
PGIM India Large and Mid Cap Reg Gr	12-02-2024	326.37	2.36	-	-	-	-	-	-	-	-	3.55
Bajaj Finserv Large and Mid Cap Reg Gr	27-02-2024	784.96	2.29	-	-	-	-	-	-	-	-	2.52
Category Average	-	-	-	42.54	-	21.91	-	18.61	-	17.17	-	15.76
NIFTY LARGE MIDCAP 250 TRI	-	-	-	44.33	-	22.74	-	19.77	-	18.23	-	16.41

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.

comments powered by Disqus