Mutual Fund SIP Returns - Equity: Large and Mid Cap
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| Invesco India Large and Mid Cap Gr | InvescoMF | 09-08-2007 | 8,007.1 | 1.77 | 36000.0 | 39290.66 | 20.64 |
| Motilal Oswal Large and MidCap Reg Gr | Invest Online | MotilalMF | 01-10-2019 | 12,427.89 | 1.69 | 36000.0 | 38389.83 | 14.85 |
| Franklin India Large & Mid Cap Fund Gr Plan | FranklinMF | 05-03-2005 | 3,578.88 | 2.0 | 36000.0 | 38152.12 | 13.34 |
| Whiteoak Capital Large & Mid Cap Reg Gr | WhiteOakCapitalMF | 22-12-2023 | 1,777.21 | 2.04 | 36000.0 | 38059.2 | 12.75 |
| Union Large & MidCap Reg Gr | Invest Online | UnionMF | 06-12-2019 | 906 | 2.27 | 36000.0 | 38028.86 | 12.56 |
| HSBC Large and Mid Cap Gr | HSBCMF | 03-03-2019 | 4,365.03 | 1.9 | 36000.0 | 38009.97 | 12.44 |
| ICICI Pru Large & MidCap Gr | ICICIMF | 09-07-1998 | 23,246.15 | 1.65 | 36000.0 | 37987.38 | 12.3 |
| PGIM India Large and Mid Cap Reg Gr | Invest Online | PGIMIndiaMF | 12-02-2024 | 730.52 | 2.29 | 36000.0 | 37982.09 | 12.27 |
| CANARA ROBECO LARGE AND MID CAP FUND REG GR | Invest Online | CanaraMF | 05-03-2005 | 25,550.61 | 1.6 | 36000.0 | 37944.84 | 12.03 |
| Bandhan Large & Mid Cap Reg Gr | Invest Online | BandhanMF | 09-08-2005 | 9,996.58 | 1.72 | 36000.0 | 37870.74 | 11.56 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | Invest Online | MiraeMF | 02-07-2010 | 40,554.1 | 1.53 | 36000.0 | 37791.28 | 11.06 |
| Nippon India Vision Gr Gr | NipponIndiaMF | 05-10-1995 | 6,173.85 | 1.91 | 36000.0 | 37737.04 | 10.72 |
| SBI Large & MidCap Reg Gr | Invest Online | SBIMF | 28-02-1993 | 33,348.17 | 1.58 | 36000.0 | 37652.14 | 10.25 |
| HDFC Large and Mid Cap Gr | Invest Online | HDFCMF | 18-02-1994 | 26,406.25 | 1.65 | 36000.0 | 37557.04 | 9.59 |
| Axis Large & Mid Cap Fund Reg Gr | Invest Online | AxisMF | 10-10-2018 | 14,853.13 | 1.69 | 36000.0 | 37479.99 | 9.16 |
| Kotak Large & Midcap Fund Gr Reg | Invest Online | KotakMF | 05-09-2004 | 28,084.13 | 1.58 | 36000.0 | 37460.02 | 8.99 |
| ABSL Large & Mid Cap Fund Reg Gr | ABSLMF | 24-02-1995 | 5,735.58 | 1.91 | 36000.0 | 37445.43 | 8.9 |
| UTI Large & Mid Cap Fund Reg Gr | UTIMF | 01-08-2005 | 4,864.89 | 1.93 | 36000.0 | 37267.85 | 7.79 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | MahindraManulifeMF | 30-12-2019 | 2,687.96 | 1.94 | 36000.0 | 37212.68 | 7.44 |
| Sundaram Large and MidCap Gr | SundaramMF | 10-02-2007 | 6,789.22 | 1.81 | 36000.0 | 37193.72 | 7.33 |
| Edelweiss Large & MidCap Reg Gr | EdelweissMF | 14-06-2007 | 4,063.31 | 1.85 | 36000.0 | 37188.25 | 7.29 |
| Bajaj Finserv Large and Mid Cap Reg Gr | BajajFinservMF | 27-02-2024 | 2,098.13 | 2.0 | 36000.0 | 37161.35 | 7.13 |
| BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr | Invest Online | BOIMF | 21-10-2008 | 409.79 | 2.43 | 36000.0 | 36939.61 | 5.75 |
| DSP Large & Mid Cap Reg Gr | DSPMF | 16-05-2000 | 15,501.86 | 1.68 | 36000.0 | 36924.08 | 5.66 |
| BANK OF INDIA Large & Mid Cap Fund Reg Plan Gr | Invest Online | BOIMF | 21-10-2008 | 409.79 | 2.43 | 36000.0 | 36818.16 | 5.0 |
| LIC MF Large & MidCap Reg Gr | Invest Online | LICMF | 05-02-2015 | 3,100.87 | 1.91 | 36000.0 | 36808.84 | 4.94 |
| ITI LARGE & MIDCAP FUND Reg Gr | ITIMF | 11-09-2024 | 862.42 | 2.19 | 36000.0 | 36749.95 | 4.58 |
| Navi Large & MidCap Reg Gr | NaviMF | 07-12-2015 | 316.67 | 2.26 | 36000.0 | 36647.89 | 3.95 |
| Tata Large & MidCap Reg Gr | TataMF | 31-03-1993 | 8,772.86 | 1.76 | 36000.0 | 36540.62 | 3.29 |
| Baroda BNP Paribas Large and MidCap Reg Gr | BarodaMF | 04-09-2020 | 1,620.41 | 2.1 | 36000.0 | 36424.8 | 2.59 |
| Quant Large & MidCap Gr | QuantMF | 11-12-2006 | 3,681.62 | 1.91 | 36000.0 | 35321.16 | -4.08 |
| Category Average | - | - | - | - | 36000.0 | 37420.57 | 8.78 |
| NIFTY LARGE MIDCAP 250 TRI | - | 01-04-2005 | - | - | 36000.0 | 37774.75 | 11.01 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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