Scheme Overview
Mirae Asset Large & Midcap Fund - Regular Plan - Growth
(Erstwhile Mirae Asset Large and Midcap Fund - Regular Plan - Growth)
Category: Equity: Large and Mid Cap |
Launch Date: 02-07-2010 |
Asset Class: Equity |
Benchmark: NIFTY Large Midcap 250 TRI |
Expense Ratio: 1.52% As on ( 31-07-2025) |
Status: Open Ended |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 40,554.1 Cr As on ( 31-07-2025) |
Turn over: 74 |
149.298
-0.81 ( -0.5399% )
19.56%
NIFTY Large Midcap 250 TRI16.1%
PERFORMANCE of Mirae Asset Large & Midcap Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 22-08-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | -1.65 | 16.07 | 20.65 | 16.73 | 19.56 |
NIFTY LARGE MIDCAP 250 TRI | 0.38 | 18.43 | 23.49 | 15.64 | 16.1 |
Equity: Large and Mid Cap | -0.38 | 18.94 | 22.18 | 14.18 | 14.26 |
Yearly Performance (%)
Fund Managers
Mr. Neelesh Surana, Mr. Ankit Jain
Investment Objective
The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns. There is no assurance that the investment objective of the scheme will be achieved.
RETURNS CALCULATOR for Mirae Asset Large & Midcap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Mirae Asset Large & Midcap Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 12.08 | 0.78 | -2.49 | 0.97 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Mirae Asset Large & Midcap Fund - Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | -1.65 | 16.73 | 16.07 | 20.65 | 16.73 |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.81 | 31.44 | 26.37 | 24.27 | 15.82 |
PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.15 | 0.0 | 0.0 | 0.0 | 0.0 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 4.38 | 28.13 | 27.36 | 27.84 | 0.0 |
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 4.09 | 0.0 | 0.0 | 0.0 | 0.0 |
Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 3.48 | 19.76 | 16.79 | 21.67 | 11.8 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.01 | 22.7 | 21.71 | 25.68 | 15.76 |
SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 2.75 | 18.17 | 18.26 | 23.13 | 14.48 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 2.48 | 21.76 | 20.19 | 22.96 | 15.24 |
Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 2.1 | 23.05 | 21.41 | 23.46 | 12.55 |