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  • Mirae Asset Mutual Fund
  • Mirae Asset Large & Midcap Fund (G)
Mirae Asset Mutual Fund

Mirae Asset Large & Midcap Fund (G)

EquityLarge & Mid Cap

145.919

NAV (Oct 30)

21.401%
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 ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Category Leader

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

Scripbox Recommended Large and 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

145.919

NAV (Oct 30)

Fund Returns

Last 1Y
33.7%
Last 3Y
14%
Last 5Y
21.4%
Last 10Y
19.1%
Since Inception
20.6%
6 Month CAGR
9%

Scheme Information

Investment Objective

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of large cap and midcap companies at the time of investment.

Expense Ratio
1.51%
Launched 14Y ago
2010-07-09
AUM in Crores
40670
ISIN
INF769K01101
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.5
Beta
0.9
Sharpe Ratio
0.9
YTM
-
Fund Managers

Ankit Jain

Fund Manager

Neelesh Surana

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mirae Asset Large & Midcap Fund (G)70%12,64,163 5,31,55121.4%
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 2024-10-01

Top Stock Holdings

HDFC Bank Ltd.

5.38%
5.379%

Axis Bank Ltd.

3.64%
3.642%

Larsen & Toubro Ltd.

3.18%
3.177%

ICICI Bank Ltd.

2.44%
2.44%

State Bank of India

2.32%
2.318%
See all holdings

Allocation by Sector

Financial

24.21%
24.210526%

Services

9.05%
9.047188%

Automobile

8.62%
8.623402%

Healthcare

8.61%
8.612158%

Technology

7.95%
7.94945%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Mirae Asset Mutual Fund

Mirae Asset Global Investments is the asset management arm of Mirae Asset Financial Group. It was founded in 1997. Mirae Asset Global Investments (India) Private Limited has transferred its asset management business to its wholly-owned subsidiary, Mirae Asset Investment Managers (India) Private Limited.amc-img
phone-img022-67800301 / 1800-2090-777
Fund NameScripbox Opinion
Till Date CAGR

14.3%

19.1%

18.8%

23.5%

9.5%

11.7%

18.8%

26.9%

14.8%

16.3%

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 20.59% over 14 years. The fund has grown over a period of 14 years. The fund is managed by Mirae Asset Mutual Fund. The fund managers are Ankit Jain, Neelesh Surana.

Nav of Mirae Asset Large & Midcap Fund (G) as of 10/30/2024 is ₹145.92 with the total AUM as of 10/31/2024 is ₹40670.04. 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 2010-07-09. The category risk of the fund is Very High.

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 Large Midcap 250 Total Return Index.

Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 33.75% 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)?

It 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?

According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.51% for regular plan.

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

Today's Mirae Asset Large & Midcap Fund (G) NAV is ₹145.92.