• Mutual Funds
  • Mirae Asset Mutual Fund
  • Mirae Asset Large & Midcap Fund (Growth)

Formerly Mirae Asset Large & Midcap Gr

Mirae Asset Mutual Fund

Mirae Asset Large & Midcap Fund (Growth)

EquityLarge & Mid Cap

131.27

NAV (Apr 22)

20%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

131.27

NAV (Apr 22)

Fund Returns

Last 1Y
39.2%
Last 3Y
19.3%
Last 5Y
20%
Last 10Y
22.2%
Since Inception
20.5%
6 Month CAGR
17.4%

Scheme Information

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.

Expense Ratio
1.57
Launched (14y ago)
Jul 09, 2010
AUM in Crores
33618.782
ISIN
INF769K01101
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
18.7
Beta (3yr)
0.9
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.978
Sharpe Ratio (5yr)
0.774
YTM
0
Fund Managers

Neelesh Surana

Fund Manager

Ankit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mirae Asset Large & Midcap Fund (Growth)70%12,16,721 4,84,10920%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-22

Top Stock Holdings

hdfc bank ltd

5.6%
5.6%

state bank of india

3.6%
3.6%

icici bank ltd

3.1%
3.1%

larsen & toubro ltd

3.1%
3.1%

reliance industries ltd

3%
3%
See all holdings

Allocation by Sector

financial services

29.3%
29.3%

consumer cyclical

13.5%
13.5%

industrials

11.2%
11.2%

basic materials

10.4%
10.4%

healthcare

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Mirae Asset Global Inv (India) Pvt. Ltd

Mirae Asset Investment Managers (India) Private Limited manages assets worth 155,324 crores and was set up on 20 November 2006. It's current offering of mutual fund schemes includes 35 equity,48 debt and 9 hybrid funds.amc-img
phone-img022-67800300
Fund NameScripbox Opinion
Till Date CAGR

18.8%

18.8%

18%

18.2%

24.7%

26.9%

14.8%

21%

10.9%

11.4%

Mirae Asset Large & Midcap Fund (G) Review

Mirae Asset Large & Midcap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 20.5% over a period of 13 years. The fund was previously known as Mirae Asset Large & Midcap Gr. The fund is managed by Mirae Asset Investment Managers (India) Private Limited. The fund managers are Ankit Jain, Neelesh Surana.

Nav of Mirae Asset Large & Midcap Fund (G) as of 4/22/2024 is ₹131.27 with the total AUM as of 4/23/2024 is ₹33618.782. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mirae Asset Large & Midcap Fund (G) was launched on Jul 09, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mirae Asset Large & Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Mirae Asset Large & Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Mirae Asset Large & Midcap Fund (G) is rated as a 3 fund in Equity and delivered 39.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mirae Asset Large & Midcap Fund (G).

Frequently Asked Questions

What is Mirae Asset Large & Midcap Fund (G)?

Mirae Asset Large & Midcap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Mirae Asset Large & Midcap Fund (G)?

You can invest in Mirae Asset Large & Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mirae Asset Large & Midcap Fund (G)?

The minimum sip amount for Mirae Asset Large & Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mirae Asset Large & Midcap Fund (G) good to invest in?

As per Scripbox experts, Mirae Asset Large & Midcap Fund (G) is a Neutral fund. You can investMirae Asset Large & Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mirae Asset Large & Midcap Fund (G)?

The expense ratio of the Mirae Asset Large & Midcap Fund (G) is 1.57% for regular plan.