Mirae Asset Large & Midcap Fund
Large & Mid Cap Fund
Launch Date: 24 May 2010
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Mirae Asset Large & Midcap Fund
Large & Mid Cap Fund
Fund Health
Returns 📈
Typically 16-22% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Mirae Asset Large & Midcap Fund | 19% | 16% | 5% | Good |
Kotak Large & Midcap Fund | 18% | 17% | 9% | Average |
Bandhan Large & Mid Cap Fund | 17% | 22% | 12% | Good |
Nifty Largemid250 Benchmark | 17% | 18% | 10% | — |
Large & Mid Cap Fund Category Average | 17% | 17% | 12% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹15507 Cr
Expense Ratio
0.59%
Exit Load
Exit load: I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO): -If redeemed within 1 year (365 days) from the date of allotment: 1% -If redeemed after 1 year (365 days) from the date of allotment: NIL II. Other Redemptions: For Investors who have not opted for SWP under the plan (including Switch out, STP out): -If redeemed within 1 year (365 days) from the date of allotment: 1% -If redeemed after 1 year (365 days) from the date of allotment: NIL
Minimum Amount
N/A
Fund Manager
Mr. Neelesh Surana, Mr. Ankit Jain
Fund House
Mirae Asset Investment Managers (India) Pvt. Ltd
Launch Date
24 May 2010
Age
15 years
Category
Large & Mid Cap Fund
Benchmark
NIFTY LARGEMID250 TRI
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