To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -5.83% | -6.15% | -2.65% | -3.29% | -6.51% | -3.99% | 10.04% | 10.36% | 7.52% | 11.87% | 11.77% |
| Category returns | -4.86% | -4.98% | -1.25% | -1.98% | -3.53% | -1.49% | 11.18% | 12.92% | 9.43% | 12.51% | N/A |
| Absolute returns | -5.83% | -6.15% | -2.65% | -3.29% | -6.51% | -7.84% | 33.26% | 48.35% | 43.72% | 207% | 265.67% |
| Rank within category | 33/36 | 26/34 | 22/33 | 19/33 | 28/33 | 28/30 | 20/26 | 22/26 | 21/26 | 14/20 | N/A |
| Large & Mid Cap | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 13.22% | 40.13% | -5.02% | 10.92% | 14.08% | 33.33% | -2.31% | 26.7% | 27.87% | 0.21% | -6.28% |
| Q1 returns | -4.2% | 15.57% | -6.54% | 1.27% | -25.4% | 4.82% | -1.39% | -5.66% | 2.74% | -7.38% | -13.07% |
| Q2 returns | 8.87% | 5.84% | -1.33% | 1.86% | 14.05% | 10.18% | -9.98% | 12.23% | 21.04% | 10.04% | 13.73% |
| Q3 returns | 15.44% | 2.34% | -1.67% | 2.19% | 11.88% | 13.22% | 12.87% | 7.03% | 6.91% | -4.59% | -4.09% |
| Q4 returns | -5.96% | 11.94% | 4.74% | 5.21% | 19.84% | 1.97% | -2.5% | 11.81% | -3.82% | 3.05% | -1.16% |
Nil upto 12% on units and 1% on remaining units on or before 3M, Nil after 3M
| Alpha | 0.0149191 |
| Beta | 1.0181 |
| Sharpe Ratio | 0.113843 |
| Sortino Ratio | 0.214156 |
| R-Squared | 0.8964 |
| Tracking Error | 1.424 |
| Downside Risk | 22.284 |
| Std. Deviation (Annualised) | 15.4833 |
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large & Midcap Fund - Regular Plan - Growth | -4.6% | -0.37% | 3.84% | 10.57% | 0.98% | 18.96% | 15.94% | N/A | 19.85% | 19,832.30 | 1.81 | 0.21 | Very High |
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth | -5.48% | -5.7% | 4.63% | 5.97% | -0.65% | 18.8% | 13.46% | 15.12% | 12.93% | 12,177.90 | 1.87 | 0.24 | Very High |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | -4.07% | -3.96% | -1.57% | -1.8% | -2.1% | 14.77% | 13.22% | 13.91% | 13.04% | 20,650.20 | 2.30 | 0.20 | Very High |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | -5.29% | -2.93% | 3.4% | 6.68% | 2.22% | 14.7% | 11.07% | N/A | 14.83% | 5,783.61 | 2.48 | 0.17 | Very High |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | -4.34% | -3.4% | 1.62% | 1.62% | -0.54% | 12.47% | 8.78% | N/A | 16.22% | 16,438.30 | 1.88 | 0.17 | Very High |
| UTI Large & Mid Cap Fund - Regular Plan - Growth | -3.75% | -5.24% | -3.79% | -5.25% | -2.63% | 12.29% | 11.16% | 12.71% | 12.78% | 6,219.89 | 1.95 | 0.15 | Very High |
| Quant Large & Mid Cap Fund - Growth | -4.01% | -4.62% | 5.93% | 10.3% | 4.3% | 12.21% | 11.84% | 13.99% | 13.29% | 3,384.49 | 2.45 | 0.13 | Very High |
| Nippon India Vision Large & Mid Cap Fund - Growth | -4.48% | -5.61% | -3.93% | -4.68% | -6.19% | 12.18% | 10.05% | 11.63% | 17.27% | 7,410.61 | 2.22 | 0.15 | Very High |
| ICICI Prudential Large & Mid Cap Fund - Growth | -6.51% | -7.38% | -6.45% | -7.42% | -7.47% | 11.91% | 11.42% | 13.47% | 17.5% | 31,628.20 | 2.04 | 0.16 | Very High |
| LIC MF Large & Midcap Fund - Regular Plan - Growth Current | -5.83% | -6.15% | -2.65% | -3.29% | -6.51% | 10.04% | 7.52% | 11.87% | 11.77% | 2,948.55 | 2.78 | 0.11 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% | ||
Mr. Sudhanshu Asthana has over 13 years experience as an equity fund manager. His previous experience includes Barclays Wealth India and SBI Fund Management.
Senior Equity Research Analyst - LIC Mutual Fund Asset Management Ltd. (15th December 2020 onwards)Equity Research Analyst - Subhkam Ventures Pvt. Limited. (November 2012 - December 2020)Equity Research Analyst - SBI Capital Securities (July 2011 - October 2012) Equity Research Analyst - Alchemy Shares and Stock Brokers (June 2009 - July 2011)
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