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 | 7,268.94 | 1.79 | 36000.0 | 38407.69 | 15.05 |
| Motilal Oswal Large and MidCap Reg Gr | Invest Online | MotilalMF | 01-10-2019 | 10,817.44 | 1.73 | 36000.0 | 38081.92 | 12.97 |
| PGIM India Large and Mid Cap Reg Gr | Invest Online | PGIMIndiaMF | 12-02-2024 | 680.73 | 2.31 | 36000.0 | 37640.04 | 10.17 |
| ICICI Pru Large & MidCap Gr | ICICIMF | 09-07-1998 | 21,638.71 | 1.66 | 36000.0 | 37587.54 | 9.84 |
| Franklin India Equity Advtg Gr | FranklinMF | 05-03-2005 | 3,491.04 | 2.02 | 36000.0 | 37542.9 | 9.56 |
| Whiteoak Capital Large & Mid Cap Reg Gr | WhiteOakCapitalMF | 22-12-2023 | 1,674.15 | 2.04 | 36000.0 | 37459.31 | 9.03 |
| Canara Robeco Emerging Equities Reg Gr | Invest Online | CanaraMF | 05-03-2005 | 25,097.26 | 1.61 | 36000.0 | 37154.52 | 7.12 |
| HDFC Large and Mid Cap Gr | Invest Online | HDFCMF | 18-02-1994 | 25,406.77 | 1.65 | 36000.0 | 37079.93 | 6.66 |
| Mirae Asset Large and Midcap Fund Reg Gr | Invest Online | MiraeMF | 02-07-2010 | 39,464.06 | 1.53 | 36000.0 | 37028.6 | 6.34 |
| SBI Large & MidCap Reg Gr | Invest Online | SBIMF | 28-02-1993 | 31,288.86 | 1.59 | 36000.0 | 37010.67 | 6.26 |
| Bajaj Finserv Large and Mid Cap Reg Gr | BajajFinservMF | 27-02-2024 | 1,979.69 | 2.02 | 36000.0 | 37002.08 | 6.17 |
| ABSL Equity Advtg Reg Gr | ABSLMF | 24-02-1995 | 5,739.06 | 1.92 | 36000.0 | 36991.49 | 6.11 |
| Edelweiss Large & MidCap Reg Gr | EdelweissMF | 14-06-2007 | 3,732 | 1.86 | 36000.0 | 36932.88 | 5.74 |
| Union Large & MidCap Reg Gr | Invest Online | UnionMF | 06-12-2019 | 824 | 2.27 | 36000.0 | 36889.21 | 5.47 |
| Nippon India Vision Gr Gr | NipponIndiaMF | 05-10-1995 | 5,895.56 | 1.93 | 36000.0 | 36887.19 | 5.46 |
| Bandhan Large & Mid Cap Reg Gr | Invest Online | BandhanMF | 09-08-2005 | 9,096.29 | 1.74 | 36000.0 | 36864.65 | 5.32 |
| LIC MF Large & MidCap Reg Gr | Invest Online | LICMF | 05-02-2015 | 3,056.32 | 1.91 | 36000.0 | 36861.8 | 5.3 |
| UTI Large & Mid Cap Fund Reg Gr | UTIMF | 01-08-2005 | 4,543.84 | 1.89 | 36000.0 | 36840.62 | 5.17 |
| Axis Large & Mid Cap Fund Reg Gr | Invest Online | AxisMF | 10-10-2018 | 13,799.22 | 1.68 | 36000.0 | 36835.98 | 5.17 |
| Kotak Equity Opportunities Fund Gr Reg | Invest Online | KotakMF | 05-09-2004 | 27,049.37 | 1.59 | 36000.0 | 36837.88 | 5.15 |
| Tata Large & MidCap Reg Gr | TataMF | 31-03-1993 | 8,546.45 | 1.75 | 36000.0 | 36834.98 | 5.13 |
| Bank of India Large & Mid Cap Equity Eco Gr | Invest Online | BOIMF | 21-10-2008 | 398.93 | 2.48 | 36000.0 | 36808.18 | 4.97 |
| DSP Large & Mid Cap Reg Gr | DSPMF | 16-05-2000 | 15,009.25 | - | 36000.0 | 36786.14 | 4.83 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | MahindraManulifeMF | 30-12-2019 | 2,629.77 | 1.93 | 36000.0 | 36720.59 | 4.42 |
| Bank of India Large & Mid Cap Equity Reg Gr | Invest Online | BOIMF | 21-10-2008 | 398.93 | 2.48 | 36000.0 | 36688.5 | 4.23 |
| Navi Large & MidCap Reg Gr | NaviMF | 07-12-2015 | 314.42 | 2.26 | 36000.0 | 36527.47 | 3.23 |
| Sundaram Large and MidCap Gr | SundaramMF | 10-02-2007 | 6,672.18 | 1.82 | 36000.0 | 36341.93 | 2.09 |
| Baroda BNP Paribas Large and MidCap Reg Gr | BarodaMF | 04-09-2020 | 1,581.25 | 2.11 | 36000.0 | 36279.11 | 1.71 |
| HSBC Large and Mid Cap Gr | HSBCMF | 03-03-2019 | 3,906 | 1.92 | 36000.0 | 36078.7 | 0.48 |
| Quant Large & MidCap Gr | QuantMF | 11-12-2006 | 3,759.42 | 1.88 | 36000.0 | 35418.51 | -3.52 |
| Category Average | - | - | - | - | 36000.0 | 36947.37 | 5.85 |
| NIFTY LARGE MIDCAP 250 TRI | - | 01-04-2005 | - | - | 36000.0 | 37196.42 | 7.38 |
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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