ಅತ್ಯುತ್ತಮ Large & Mid Cap ಫಂಡ್ಗಳು
A mandated blend of stability and growth across large and mid caps.
ಡೇಟಾ ಅಪ್ಡೇಟ್ · 34 ಡೈರೆಕ್ಟ್-ಗ್ರೋಥ್ ಫಂಡ್ಗಳು, 0–100 Smart Score ರ್ಯಾಂಕಿಂಗ್
ಕೆಳಗಿನ ಇಂಟರಾಕ್ಟಿವ್ ಟೇಬಲ್ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿದೆ — ಅಂಕಿ-ಅಂಶ ಮತ್ತು ಫಂಡ್ ಹೆಸರುಗಳು ಎರಡೂ ಭಾಷೆಗಳಲ್ಲಿ ಒಂದೇ.
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Large And Mid Cap Invesco | 82 | Strong Buy | 5.5% | 24.0% | 18.3% | 0.96 | 1.49 | 18.1 | 5.2 | 1.05 | 5★ | 48.3 | 0.86% | ₹11.2k Cr | 13.6y | |
| Motilal Oswal Large And Midcap Motilal Oswal | 82 | Strong Buy | 3.7% | 22.8% | 19.3% | 0.91 | 1.18 | 21.4 | 6.2 | 1.15 | 5★ | — | 0.69% | ₹18.4k Cr | 6.8y | |
| ICICI Pru Large & Midcap ICICI Pru | 81 | Strong Buy | 2.8% | 17.2% | 18.0% | 0.90 | 1.16 | 14.4 | 3.2 | 0.84 | 4★ | 22.0 | 1.02% | ₹31.0k Cr | 13.6y | |
| Bandhan Large & Mid Cap Bandhan | 78 | Strong Buy | 3.0% | 19.5% | 17.6% | 1.04 | 1.24 | 16.1 | 5.5 | 0.97 | 5★ | 20.8 | 1.15% | ₹18.7k Cr | 13.6y | |
| UTI Large & Mid Cap UTI | 69 | Buy | 1.6% | 16.9% | 15.3% | 0.89 | 1.04 | 15.5 | 3.1 | 0.93 | 4★ | 18.9 | 1.03% | ₹6.2k Cr | 13.6y | |
| HSBC Large And Mid Cap Gr Dir HSBC | 67 | Buy | 9.2% | 18.6% | 15.9% | 0.83 | 0.92 | 18.2 | 3.4 | 1.02 | 4★ | 33.9 | 1.44% | ₹5.3k Cr | 7.3y | |
| Axis Large & Mid Cap Axis | 66 | Buy | 6.0% | 16.2% | 13.8% | 0.78 | 0.98 | 14.3 | 1.4 | 0.84 | 3★ | 33.1 | 0.96% | ₹16.4k Cr | 7.8y | |
| Kotak Large & Midcap Kotak | 64 | Buy | 2.3% | 15.3% | 15.2% | 0.72 | 0.80 | 15.5 | 0.6 | 0.92 | 4★ | 21.4 | 0.66% | ₹31.3k Cr | 13.6y | |
| Quant Large & Midcap Gr Quant | 63 | Buy | 6.6% | 16.8% | 17.3% | 0.77 | 0.85 | 19.9 | 2.1 | 1.13 | 5★ | 37.5 | 1.22% | ₹3.4k Cr | 13.6y | |
| Nippon India Vision Large & Mid Cap Nippon India | 61 | Hold | 0.6% | 16.5% | 15.1% | 0.82 | 0.93 | 15.6 | 1.9 | 0.94 | 3★ | 30.2 | 1.51% | ₹7.5k Cr | 13.6y | |
| SBI Large & Midcap SBI | 60 | Hold | 3.8% | 14.6% | 14.7% | 0.62 | 0.84 | 12.8 | -0.3 | 0.84 | 4★ | 39.3 | 0.90% | ₹39.4k Cr | 13.6y | |
| HDFC Large And Mid Cap HDFC | 57 | Hold | -0.4% | 14.8% | 16.0% | 0.56 | 0.75 | 14.9 | -0.7 | 0.99 | 3★ | 21.9 | 0.91% | ₹29.3k Cr | 13.6y | |
| DSP Large & Mid Cap DSP | 56 | Hold | -0.3% | 15.8% | 13.3% | 0.79 | 0.89 | 15.8 | 1.6 | 0.93 | 4★ | 19.9 | 0.83% | ₹17.9k Cr | 13.5y | |
| Edelweiss Large & Midcap Edelweiss | 56 | Hold | 2.7% | 15.5% | 14.3% | 0.76 | 0.68 | 15.7 | 1.0 | 0.94 | 4★ | 28.2 | 0.65% | ₹4.7k Cr | 13.6y | |
| Whiteoak Capital Large & Mid Cap WhiteOak | 55 | Hold | 4.5% | — | — | 0.54 | 0.73 | 14.8 | 3.0 | 0.93 | — | 27.6 | 0.94% | ₹2.3k Cr | 2.6y | |
| The Wealth Company Large & Mid Cap The Wealth Company | 53 | Hold | — | — | — | — | — | — | — | — | — | 27.3 | 0.46% | ₹94 Cr | 0.2y | |
| Baroda BNP Paribas Large And Midcap Baroda BNP Paribas | 46 | Hold | 0.5% | 15.0% | 14.8% | 0.72 | 0.75 | 16.4 | 0.6 | 0.97 | 3★ | 27.8 | 1.26% | ₹1.8k Cr | 5.9y | |
| PGIM India Large And Mid Cap PGIM India | 44 | Avoid | -0.2% | — | — | 0.28 | 0.39 | 14.3 | 1.3 | 0.89 | — | 30.3 | 0.79% | ₹807 Cr | 2.4y | |
| Mirae Asset Large & Midcap Mirae Asset | 43 | Avoid | 2.5% | 13.8% | 12.4% | 0.51 | 0.69 | 14.6 | -1.3 | 0.96 | 4★ | 23.1 | 0.86% | ₹44.0k Cr | 13.6y | |
| Sundaram Large And Midcap Sundaram | 41 | Avoid | 5.0% | 14.5% | 13.3% | 0.54 | 0.74 | 14.8 | -0.8 | 0.97 | 3★ | 29.6 | 1.68% | ₹7.0k Cr | 13.6y | |
| LIC MF Large & Midcap LIC | 39 | Avoid | -1.1% | 15.3% | 13.4% | 0.67 | 0.77 | 16.8 | -0.1 | 0.99 | 4★ | 39.0 | 2.28% | ₹3.1k Cr | 11.4y | |
| Helios Large & Mid Cap Helios | 38 | Avoid | 4.9% | — | — | 0.15 | 0.21 | 16.3 | 3.7 | 1.02 | — | 31.0 | 0.89% | ₹1.3k Cr | 1.7y | |
| Bank Of India Large & Mid Cap Bank of India | 37 | Avoid | 5.1% | 15.0% | 13.1% | 0.55 | 0.73 | 15.6 | -0.6 | 1.01 | 3★ | 23.7 | 1.67% | ₹491 Cr | 13.6y | |
| MahIndra Manulife Large & Mid Cap Mahindra Manulife | 36 | Avoid | 0.4% | 13.6% | 14.4% | 0.43 | 0.57 | 16.2 | -2.5 | 1.04 | 3★ | 29.7 | 0.83% | ₹2.8k Cr | 6.6y | |
| Canara Robeco Large And Mid Cap Canara Robeco | 35 | Avoid | -2.1% | 13.4% | 12.3% | 0.46 | 0.63 | 15.1 | -2.0 | 0.98 | 3★ | 35.3 | 0.77% | ₹25.3k Cr | 13.5y | |
| Bajaj FInserv Large And Mid Cap Bajaj Finserv | 35 | Avoid | -0.5% | — | — | 0.25 | 0.33 | 13.6 | 0.3 | 0.84 | — | 18.9 | 1.38% | ₹2.4k Cr | 2.4y | |
| Union Large & Midcap Union | 33 | Avoid | 3.3% | 13.5% | 13.6% | 0.46 | 0.62 | 15.2 | -2.1 | 1.00 | 3★ | 18.9 | 1.26% | ₹965 Cr | 6.6y | |
| Navi Large & Midcap Navi | 29 | Avoid | 1.9% | 10.6% | 12.8% | 0.29 | 0.39 | 14.6 | -4.5 | 0.95 | 3★ | 18.9 | 0.65% | ₹310 Cr | 10.6y | |
| JM Large & Mid Cap JM | 27 | Avoid | — | — | — | — | — | — | — | — | — | 34.0 | 1.06% | ₹433 Cr | 1.1y | |
| FranklIn India Large & Mid Cap Franklin | 26 | Avoid | -2.8% | 12.7% | 11.4% | 0.46 | 0.63 | 13.7 | -1.8 | 0.88 | 2★ | 30.4 | 1.56% | ₹3.5k Cr | 13.6y | |
| Tata Large & Midcap Tata | 26 | Avoid | -6.5% | 8.7% | 11.5% | 0.15 | 0.21 | 14.1 | -6.2 | 0.91 | 2★ | 22.0 | 0.74% | ₹7.9k Cr | 13.6y | |
| ABSL Large & Mid Cap Aditya Birla Sun Life | 23 | Avoid | 2.1% | 12.3% | 9.4% | 0.38 | 0.51 | 15.2 | -3.3 | 1.00 | 4★ | 18.9 | 1.19% | ₹5.8k Cr | 13.6y | |
| Samco Large & Mid Cap Samco | 21 | Avoid | -10.0% | — | — | -1.58 | -1.97 | 11.9 | -15.8 | 0.58 | — | 16.3 | — | ₹114 Cr | 1.1y | |
| ITI Large & Mid Cap ITI | 18 | Avoid | -0.4% | — | — | -0.40 | -0.53 | 17.6 | -1.1 | 1.12 | — | 29.7 | 1.10% | ₹732 Cr | 1.9y |
Large & Mid Cap — ತ್ವರಿತ ಉತ್ತರಗಳು
›ಈಗ ಅತ್ಯುತ್ತಮ Large & Mid Cap ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯಾವುದು?
Invesco India Large And Mid Cap ಈಗ 34 Large & Mid Cap ಫಂಡ್ಗಳಲ್ಲಿ #1 — FundLens Smart Score 82/100 (Strong Buy). 3 ವರ್ಷದ ರಿಟರ್ನ್ 24.0%, 5 ವರ್ಷದ 18.3%, ಎಕ್ಸ್ಪೆನ್ಸ್ ರೇಶಿಯೋ 0.86% (ಡೈರೆಕ್ಟ್ ಪ್ಲಾನ್). ರ್ಯಾಂಕಿಂಗ್ 24 Jul 2026ರ ಡೇಟಾದಿಂದ.
›ಯಾವ Large & Mid Cap ಫಂಡ್ನ ರಿಸ್ಕ್-ಅಡ್ಜಸ್ಟೆಡ್ ರಿಟರ್ನ್ ಅತ್ಯುತ್ತಮ?
ಸಾರ್ಟಿನೋ ರೇಶಿಯೋ ಪ್ರಕಾರ Invesco India Large And Mid Cap ಕೆಟಗರಿಯಲ್ಲಿ ಮುಂಚೂಣಿಯಲ್ಲಿದೆ — 1.49 (ಶಾರ್ಪ್ 0.96). ಅಂದರೆ ಇಳಿಕೆಯ ಪ್ರತಿ ಯುನಿಟ್ ರಿಸ್ಕ್ಗೆ ಗರಿಷ್ಠ ರಿಟರ್ನ್.
›ಅತಿ ಕಡಿಮೆ ಎಕ್ಸ್ಪೆನ್ಸ್ ರೇಶಿಯೋ ಇರುವ Large & Mid Cap ಫಂಡ್ ಯಾವುದು?
The Wealth Company Large & Mid Cap — ವಾರ್ಷಿಕ 0.46% (ಡೈರೆಕ್ಟ್ ಪ್ಲಾನ್), ಕೆಟಗರಿಯಲ್ಲಿ ಅತಿ ಕಡಿಮೆ. ಕಡಿಮೆ ಶುಲ್ಕ ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ನಿಮ್ಮ ಪರವಾಗಿ ಕಾಂಪೌಂಡ್ ಆಗುತ್ತದೆ.
›AUM ಪ್ರಕಾರ ಅತಿ ಚಿಕ್ಕ Large & Mid Cap ಫಂಡ್ ಯಾವುದು?
The Wealth Company Large & Mid Cap — ₹94 Cr, ಕೆಟಗರಿಯಲ್ಲಿ ಅತಿ ಚಿಕ್ಕದು. ಚಿಕ್ಕ ಫಂಡ್ಗಳು ಚುರುಕಾಗಿರಬಹುದು, ಆದರೆ ಗಾತ್ರವನ್ನೇ ಗುಣವೆಂದು ಭಾವಿಸಬೇಡಿ.
›Large & Mid Cap ಫಂಡ್ನಲ್ಲಿ ಎಷ್ಟು ಕಾಲ ಹೂಡಿಕೆ ಇಡಬೇಕು?
Large & Mid Cap ಫಂಡ್ಗಳ ರಿಸ್ಕ್ ಹೆಚ್ಚು, ಹಾಗಾಗಿ ಸಾಮಾನ್ಯವಾಗಿ 5+ ವರ್ಷ ದೃಷ್ಟಿಕೋನ ಜಾಣತನ. A mandated blend of stability and growth across large and mid caps. ಇದು ಸಂಶೋಧನೆ, ಹೂಡಿಕೆ ಸಲಹೆ ಅಲ್ಲ.
ಇದೇ ಉತ್ತರಗಳು ಸಂಭಾಷಣೆಯಲ್ಲಿ ಬೇಕೆ? FundLens ಅನ್ನು ಕೇಳಿ