Wednesday, December 01, 2021

2010 to 2020 - Large & Mid Cap Mutual Fund Schemes Annual Performance

Large and Mid Cap Mutual Funds invests into selected Top 250 Equity Stocks which categorized based on Market Capitalization. These are less riskier compare to Mid & Small Cap Stocks while more risky when compare to Large Cap Stocks.

Minimum Recommend Duration: 3 - 4 Years

Min. SIP: Rs. 500 / Month

Min. Lumpsum: Rs. 5000


Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

Mirae Asset Emerging Bluechip Fund

22%

15%

-5%

49%

12%

14%

84%

8%

46%

-15%

13%

UTI Core Equity Fund

12%

1%

-8%

35%

3%

1%

42%

6%

23%

-16%

13%

Principal Emerging Bluechip Fund

22%

7%

-11%

49%

10%

6%

79%

5%

55%

-35%

20%

SBI Large & Midcap Fund

15%

6%

-5%

40%

0%

11%

48%

10%

32%

-26%

19%

Canara Robeco Emerging Equities

24%

9%

-9%

52%

2%

12%

96%

2%

49%

-22%

28%

BOI AXA Large & Mid Cap Equity Fund

17%

9%

-15%

42%

1%

-3%

41%

6%

25%

-23%

4%

Franklin India Equity Advantage Fund

12%

2%

-4%

31%

3%

2%

55%

6%

31%

-22%

21%

ICICI Prudential Large & Mid Cap Fund

11%

6%

-6%

30%

10%

-1%

38%

10%

33%

-20%

18%

Kotak Equity Opportunities Fund

16%

13%

-5%

35%

9%

3%

50%

3%

30%

-23%

19%

HDFC Large and Mid Cap Fund

11%

6%

-3%

29%

4%

-5%

27%

4%

36%

-29%

21%

Tata Large & Mid Cap Fund

15%

14%

-5%

32%

1%

6%

48%

8%

34%

-23%

10%

DSP Equity Opportunities Fund

14%

11%

-9%

40%

10%

6%

45%

5%

29%

-25%

24%

LIC MF Large & Mid Cap Fund

14%

11%

-5%

40%

12%

-3%

-

-

-

-

-

Edelweiss Large and Mid Cap Fund

17%

11%

-3%

38%

0%

3%

45%

4%

27%

-23%

26%

Navi Large & Midcap Fund

7%

9%

-8%

39%

11%

2%

-

-

-

-

-

IDFC Core Equity Fund

13%

4%

-5%

37%

8%

5%

29%

2%

37%

-27%

14%

Nippon India Vision Fund

13%

6%

-16%

41%

4%

-3%

60%

-1%

30%

-29%

15%

Aditya Birla Sun Life Equity Advantage Fund

18%

9%

-13%

42%

8%

5%

60%

6%

30%

-28%

14%

Sundaram Large and Mid Cap Fund

8%

11%

1%

36%

7%

3%

48%

-4%

33%

-23%

11%

Invesco India Growth Opportunities Fund

13%

11%

0%

40%

3%

4%

44%

11%

27%

-22%

22%

L&T Large and Midcap Fund

15%

7%

-11%

42%

4%

1%

51%

5%

40%

-23%

22%

Mahindra Manulife Top 250 Nivesh Yojana

17%

-

-

-

-

-

-

-

-

-

-

Motilal Oswal Large and Midcap Fund

12%

8%

-

-

-

-

-

-

-

-

-

HSBC Large and Mid Cap Equity Fund

15%

5%

-

-

-

-

-

-

-

-

-

Union Large and Mid Cap Fund

24%

1%

-

-

-

-

-

-

-

-

-

Axis Growth Opportunities Fund

25%

17%

2%

-

-

-

-

-

-

-

 

Baroda Large and Mid Cap Fund

18%

-

-

-

-

-

-

-

-

-

-

Quant Large and Mid Cap Fund

29%

3%

-8%

33%

13%

18%

64%

-4%

24%

-27%

29%


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