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UTI Large & Mid Cap Fund (G): 

This one of the oldest funds in the list started in 1993, CRISIL has rated the fund 4 star. The fund is not very large given its vintage, just 3976 cr. Expense ratio of 1.96 and PE of 18.91. And exit load of 1 year 1%. 

HDFC Large And Mid Cap Fund Reg (G):

The fund was launched in 1994, one of earliest funds in the industry, With 4 star CRISIL rated, A decent fund size of 23,485 cr. Expense ratio of 1.66. PE of 19.68. The load on the fund is 1% for 1 year.

ICICI Pru Large & Mid Cap Fund Reg (G): 

The fund was launched in the year 1998, Currency rated as 4 star. The fund size of 17,120 cr. Expense ratio of 1.69. The fund has a high PE of 24.82. The exit load of 1% for 1 month.

Canara Robeco Emerging equities Reg (G): 

This fund was launched in 2005, Currently rated as 2 star, It has a good fund size of 24,108 cr second highest fund size in the funds under discussion. The fund has a PE of 33.76.The fund is 1.00 % for 1 year. Expense ratio of the fund is 1.59.

Bandhan Core Equity Fund Reg (G): 

The fund was launched in 2005, it is currently CRISIL rated 5 star, though the fund size is not large, just about 6,917 cr. The Expense ratio is 1.79. The fund has PE of 24.75. Exit ad if 1% for 1 years.

Quant Large and Mid Cap Fund (G): 

The fund was launched in the year 2006, currently rated 3 star by CRISIL. The fund size is not big with about 3,709 cr . The expense ratio for the fund is 1.87. PE of the fund is 23.84. The fund has an exit load of 15 days for 1%.

Invesco India Large & Mid Cap Fund (G): 

The fund was launched in the year 2007, Currently rated as 5 star by CRISIL. Not a very big fund size at 6,149 cr. The expense ratio of the fund is 1.8. The fund has a high PE of 32.63. The exit load of the fund is 1% for 1 year.

Mirae Asset Large & Midcap Fund Reg (G): 

The fund was launched in the year 2010, it has the highest AUM among the funds under discussion of 38,166 cr. The fund is rated as 1 star by CRISIL. The expense ratio of the fund is 1.51. The PE of the fund is 17.36. Exit load of the fund is 1% for 1 year.

HSBC Large & Mid Cap Fund (G): 

The fund was launched in 2019, not a big fund size of 3,609 cr. The fund is rated as 3 star by CRISIL. The expense ratio of the fund is 1.93. The PE of the fund is 38.91. Exit ratio of the fund is 1 % for 1 year.

Motilal Oswal Large and Midcap Fund Reg (G): 

The fund was launched in the year 2019, rated as 5 star by CRISIL. The fund size is 6,840 cr. The fund has an expense ratio of 1.78 and PE of 49.1. The exit ratio of 1% for 1 year.

Trailing Returns :

1 year trailing 

1st quartile : 43-50%- Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G), Motilal Oswal Large and Midcap Fund Reg (G)

2rd quartile : 36-43%-UTI Large & Mid Cap Fund (G)

3rth quartile : 29- 36%-Canara Robeco Emerging equities Reg (G), Bandhan Core Equity Fund Reg (G)

4th quartile : 22-29 %-HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Quant Large and Mid Cap Fund (G),Mirae Asset Large & Midcap Fund Reg (G)

3 years trailing return 

1st quartile : 23.5-28%- Bandhan Core Equity Fund Reg (G),Motilal Oswal Large and Midcap Fund Reg (G)

2rd quartile : 19-23.5%- UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Quant Large and Mid Cap Fund (G), Invesco India Large & Mid Cap Fund (G), Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G)

3rth quartile : 14.5-19%- Canara Robeco Emerging equities Reg (G), Mirae Asset Large & Midcap Fund Reg (G), Mirae Asset Large & Midcap Fund Reg (G)

4th quartile : 10-14.5%

5 years trailing returns 

1st quartile : 25-28%-Quant Large and Mid Cap Fund (G), Motilal oswal large and mid cap

2rd quartile : 22-25%-UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Canara Robeco Emerging equities Reg (G), Bandhan Core Equity Fund Reg (G),Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G)

3rth quartile : 19-22%-Mirae Asset Large & Midcap Fund Reg (G)

4th quartile :16-19%- none

7 years trailing returns 

1st quartile: 16.25-18%:HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Bandhan Core Equity Fund Reg (G),Quant Large and Mid Cap Fund (G), Invesco India Large & Mid Cap Fund (G)

2nd Quartile : 14.5-16.25%:UTI Large & Mid Cap Fund (G), Canara Robeco Emerging equities Reg (G), Mirae Asset Large & Midcap Fund Reg (G), HSBC Large & Mid Cap Fund (G)

3rd Quartile : 12.75-14.5%:None of fund under discussion 

4th Quartile :  11-12.75%:None of the fund under discussion 

Motilal Oswal Large and Midcap Fund Reg (G) was not launched 7 years ago.

10  years trailing returns 

1st quartile : 17.25-19%-Quant Large and Mid Cap Fund (G), Mirae Asset Large & Midcap Fund Reg (G)

2rd quartile : 15.5-17.25%-Canara Robeco Emerging equities Reg (G), Bandhan Core Equity Fund Reg (G), Invesco India Large & Mid Cap Fund (G

3rth quartile : 13.75-15.5%-UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), HSBC Large & Mid Cap Fund (G)

4th quartile : 12-13.75%- none 

Motilal Oswal Large and Midcap Fund Reg (G) was not launched 10 years ago.

15  years trailing returns 

1st quartile : 17.75-20%- Canara Robeco Emerging equities Reg (G)

2rd quartile : 15.5-17.75%- Quant Large and Mid Cap Fund (G), Invesco India Large & Mid Cap Fund (G)

3rth quartile : 13.25-15.5%- UTI Large & Mid Cap Fund (G), ICICI Pru Large & Mid Cap Fund Reg (G), Bandhan Core Equity Fund Reg (G), HSBC Large & Mid Cap Fund (G)

4th quartile :11-13.25% – HDFC Large And Mid Cap Fund Reg (G)

Mirae Asset Large & Midcap Fund Reg (G) and Motilal Oswal Large and Midcap Fund Reg (G) were not launched 15 years ago.

Rolling returns 

The rolling returns are considered from 2007, for period of 5 years rolling

15% > Is the returns that we look forward to 

12% Rolling Returns and negative returns 

Vs Benchmark 

1 year trailing 

1st quartile : 43-50%- Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G), Motilal Oswal Large and Midcap Fund Reg (G)

2rd quartile : 36-43%-UTI Large & Mid Cap Fund (G)

3rth quartile : 29- 36%-Canara Robeco Emerging equities Reg (G), Bandhan Core Equity Fund Reg (G)

4th quartile : 22-29 %-, ICICI Pru Large & Mid Cap Fund Reg (G), 

HDFC Large And Mid Cap Fund Reg (G), ,Mirae Asset Large & Midcap Fund Reg (G), Quant Large and Mid Cap Fund (G) could not beat the index in 1Y return. 

3 years trailing return 

1st quartile : 23.5-28%- Bandhan Core Equity Fund Reg (G),Motilal Oswal Large and Midcap Fund Reg (G)

2rd quartile : 19-23.5%- UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Quant Large and Mid Cap Fund (G), Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G)

Canara Robeco Emerging equities Reg (G), Mirae Asset Large & Midcap Fund Reg (G), could not beat the index in 3Y returns.

5 years trailing returns 

1st quartile : 25-28%-Quant Large and Mid Cap Fund (G), Motilal oswal large and mid cap

2rd quartile : 22-25%-UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), Bandhan Core Equity Fund Reg (G),

Canara Robeco Emerging equities Reg (G), Invesco India Large & Mid Cap Fund (G), HSBC Large & Mid Cap Fund (G),Mirae Asset Large & Midcap Fund Reg (G) could not beat the index.

10  years trailing returns 

1st quartile : 17.25-19%-Quant Large and Mid Cap Fund (G), Mirae Asset Large & Midcap Fund Reg (G)

2rd quartile : 15.5-17.25%-Canara Robeco Emerging equities Reg (G), Bandhan Core Equity Fund Reg (G), Invesco India Large & Mid Cap Fund (G)

Could not beat the index UTI Large & Mid Cap Fund (G), HDFC Large And Mid Cap Fund Reg (G), ICICI Pru Large & Mid Cap Fund Reg (G), HSBC Large & Mid Cap Fund (G)

Motilal Oswal Large and Midcap Fund Reg (G) was not launched 10 years ago.

Ratios : 

Fund managers Longevity  : 

UTI Large & Mid Cap Fund (G): 

The fund is being managed by only 1 fund manager, he is an industry veteran of 23 years of experience, Mr V Srivatsa, of which 18 years have been spent by him with UTI MF, he is also executive vice president. He had been managing this strategy for 8 years. At the AMC he is managing 4 other schemes besides this. 

HDFC Large And Mid Cap Fund Reg (G):

The fund is being managed by 2 fund managers , Mr Gopa Agrawal, again a very senior fund manager; he has been in the industry for the last 19 years. He has been with this fund for the last 4 years. Apart  from this he has been managing 4 other funds at the AMC. Other fund manager is Dhruv muchhal , he has been in industry for about 14 years with AMC he has been just for 5 years and managing the current fund since just last 1 year. He seems to be part of every  fund at the AMC as of now.  

ICICI Pru Large & Mid Cap Fund Reg (G): 

The fund is currently being managed by 2 fund managers. Mr Ihad Dalwai, his career span more than 13 years and all of that has been spent with the AMC. He had been managing the current fund for about 3 years now. He has been managing close to 3 funds in the AMC. Other fund manager is Ms Sharmila D’mello, she has around 8 years of industry experience and all within the same AMC. She has been managing this fund for about 2 years now. She is managing a lot of funds at the fund house. 

Canara Robeco Emerging equities Reg (G): 

The fund is being managed by 2 fund managers, Mr Sridatta Bhandwalder, he is the head of equities , He has 19 years of industry experience and has been with AMC for about 8 years now. He has been managing this fund for about 5 years. At the AMC he is part 12 more funds along with one in discussion. Mr Amit Nadekar, he has 19 years experience in industry ,he has been with the AMC for about 1 year and with the fund also for the same time of 1 year. As the AMC he is managing just this fund.

Bandhan Core Equity Fund Reg (G): 

The fund is being managed by 4 fund managers as of now. Mr Manish Gunwani , 19 years of industry experience,head of equities, but he has been with Bandhan for about 2 years and has been with the fund for 2 years now.Apart from this he is managing 7 funds at the AMC. Mr Rahul Agrawal, He has 12 years of industry experience , but has been withAMC for 2 years and that is how long he has been managing the fund.  He is managing 1 more fund apart from this fund. Ms. Ritika Behera, has 1 year industry experience and has been managing the fund for 1 year now. She is also managing about 15 other funds at AMC. Mr Gaurav Satra , has industry experience of about 9 years and has been managing the fund for about a year now. He is part of aout 15 funds at AMC.

Quant Large and Mid Cap Fund (G): 

The fund is managed by 3 fund managers. Mr Sanjeev Sharma, he has 19 years of industry experience of which he had spent 8 years with quant, and that is the time he is managing this fund, apart from this he is managing a lot of others funds at the AMC approx 15 funds. Mr Vasav Naryana Sehgal , has an experience of more than 8 years. He has been managing the fund for 5 years. He also manages 23 other funds at AMC.Mr Ankit Pande, He has more than 12 years of industry experience and has been with the AMC for 8 years. HE has been managing the fund for 5 years now. He is also managing about 23 funds at the AMC. 

Invesco India Large & Mid Cap Fund (G): 

The fund is being managed by 2 fund managers. Mr Amit Ganatra, He is head of equities, with more than 22 years of experience , he is in second stint with the AMC. The first stint lasted for 13 years and this stint lasted for 3 years. He has been managing the fund for the last 3 years and  also managing 7 other funds at AMC. Mr Aditya Khemani , He is an industry veteran with about more than 19 years experience, But had a lot of jobs switched with longest with HSBC Asset , WIth Invesco he had been for more than 1 year. And has been with the strategy since then.and managing 4 other funds at the AMC.

Mirae Asset Large & Midcap Fund Reg (G): 

The fund is being managed by 2 fund managers, Mr Neelesh Surana, he is the CIO of the AMC,He has more than 25 years of experience at the AMC with 14 years in the current strategy. He is managing just 2 funds at the AMC. Mr Ankit Jain, he has 12 years experience of industry of which more than 9 years he has been with AMC. In current strategy he is managing for the last 6 years . He is managing about 4 more funds at the AMC.

HSBC Large & Mid Cap Fund (G): 

The Fund is being managed by 3 fund managers as of now. Mr Cheenu Gupta has experience of about 19 years in the industry , of which he has been with the HSBC AMC for more than 3 years now. He has been managing this fund for 2 years now. Apart from this strategy he is managing 9 other funds at AMC. Mr Sonal Gupta, he has industry experience of more than 18 years, and been with AMC for more than  2 years. He had been part of this fund for about 1 year. He is also managing close 23 funda at the AMC.Mr Abhishek Gupta , he has industry experience of more than 19 years and been with the AMC for 11 months now. And same time he has spent in the fund. He is part of 6 other funds at AMC.

Motilal Oswal Large and Midcap Fund Reg (G): 

The fund is currently being managed by 5 fund managers, Mr Rakesh Shetty, has more than 14 years experience in the industry, he has been with the AMC close to 5 years. He has been in the current strategy for 2 years. He is managing  over 18 funds at the AMC. Mr Niket Shah, CIO of AMC and having experience of 15 years, of which 6 years he has been with the AMC. He has been part of the fund for about a year now. He is managing 10 funds at the AMC.Mr Ajay Khandelwal has experience of more than 16 years in the industry of which he has been with the AMC for over a year. He has been in the strategy for the last 1 year and has been managing 11 funds. Mr Sunil Sawant , has 16 years of industry experience, of which he has 6 years with AMC. He has just started managing this fund. He is managing close to 13 funds at AMC. Mr Santosh Singh , he has 18 years of industry experience with 6 years at motilal oswal. In the current strategy he has started managing just now. He manages about 11 strategies at the AMC.

Portfolio : 

Conclusion : 

This segment has also shown that the funds which were the top performing in the category are not able to deliver results. And the investors who are looking to invest in this category , again my advise take help of your advisor or wealth manager

You can reach us to help you design the bets fund portfolio , so that you get best results according to your need and assessment.(  you can reach us : https://wa.me/message/LC5W5ZNTPSJ5L1)

Do set you asset allocation and understand which fund would suit you the best

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