INVESTMENTS
LARGE & MID CAP EQUITY MUTUAL FUNDS
What is Larger & Mid Cap Equity Mutual Fund?
Large and Mid Cap Mutual Funds are equity funds that invest in India's top 200 companies. These funds bring together India's biggest companies, and mid-sized companies that are challenging those big companies for the top slot.
Large and Mid Cap Mutual Funds are equity mutual funds and invest primarily in a mix of large and mid-sized companies. As opposed to a large cap fund or mid cap fund, these funds have the leeway to diversify their investments across a single fund.
Things to Consider Before Investing in Large & Mid Cap Equity Funds:
As this is an equity mutual fund, it generally has a long-term investment horizon. It helps in fulfilling long term financial goals. So this fund is best suited for investors who are ready to invest for at least 5 years.
They invest in stock markets. And stock markets can be volatile in the short term. Although these funds are diversified and invest in India’s top 250 companies, they are not immune to stock market fluctuations.
While managing a large & mid cap mutual fund, the asset management company incur some operating and administrative costs. The fund manager’s salary is one of them. These costs are passed on to the investor in the form of an annual fee known as the expense ratio. So look at the expense ratio of the fund while picking a fund.
Major Advantages:
Top Performing Large & MidCap Mutual Funds
Quant Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Quant Large and Mid Cap Fund Direct-Growth has ₹1,127 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.75%, which is close to what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
HDFC Large and Mid Cap Fund Direct- Growth is a Large & MidCap mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. HDFC Large and Mid Cap Fund Direct- Growth has ₹11,883 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.95%, which is higher than what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth is a Large & MidCap mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth has ₹8,847 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.94%, which is higher than what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
UTI Large & Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Uti Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. UTI Large & Mid Cap Fund Direct-Growth has ₹1,980 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.3%, which is higher than what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
Axis Growth Opportunities Fund Direct - Growth is a Large & MidCap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 5 yrs 2 m, having been launched on 01/10/2018. Axis Growth Opportunities Fund Direct - Growth has ₹9,622 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.56%, which is less than what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
Edelweiss Large & Mid Cap Direct Plan-Growth is a Large & MidCap mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Edelweiss Large & Mid Cap Direct Plan-Growth has ₹2,221 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.47%, which is less than what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
SBI Large & Midcap Fund Direct Plan-Growth is a Large & MidCap mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. SBI Large & Midcap Fund Direct Plan-Growth has ₹15,649 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.83%, which is close to what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
Sundaram Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Sundaram Large and Mid Cap Fund Direct-Growth has ₹5,313 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.75%, which is close to what most other Large & Midcap funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
TOP STOCK HOLDINGS
ALLOCATION BY MARKET CAPITALIZATION
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