Equity: Large & MidCap - Risk Stats - Value Research Online
Search
You're invited to try out the new version of Value Research Online. Click here to begin: https://beta.valueresearchonline.com

Back to Top

Equity: Large & MidCap

Search by Fund House
Search by Fund Category
Exclude
Funds:
Return Date:
  to  
Fund Houses:
Categories:
Equity: Large & MidCap
Period:
Exclusions:
Plans Suspended for Sales
Closed-end
Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.93 0.01 0.02 1.14 -5.18 0.89
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 2 High 15.91 -0.06 -0.08 1.14 -6.30 0.89
Axis Growth Opportunities Fund - Direct Plan 0 - - - - - - -
Axis Growth Opportunities Fund - Regular Plan 0 - - - - - - -
BOI AXA Large & Mid Cap Equity Fund - Direct Plan (Erstwhile BOI AXA Equity)  | 2 Above Avg. 16.79 0.08 0.09 1.17 -4.16 0.85
BOI AXA Large & Mid Cap Equity Fund - Regular Plan (Erstwhile BOI AXA Equity)  | 1 Above Avg. 16.76 0.01 0.01 1.17 -5.37 0.85
Canara Robeco Emerging Equities Fund - Direct Plan  | 5 Above Avg. 16.26 0.32 0.47 1.14 -0.23 0.85
Canara Robeco Emerging Equities Fund - Regular Plan  | 5 Above Avg. 16.23 0.24 0.35 1.13 -1.46 0.85
DSP Equity Opportunities Fund  | 4 Avg. 14.61 0.23 0.41 1.05 -1.59 0.90
DSP Equity Opportunities Fund - Direct Plan  | 3 Avg. 14.63 0.30 0.54 1.05 -0.52 0.90
Edelweiss Large & Mid Cap Fund - Direct Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 3 Avg. 13.66 0.36 0.54 1.01 0.12 0.95
Edelweiss Large & Mid Cap Fund Regular Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 3 Avg. 13.66 0.28 0.43 1.01 -0.93 0.95
Essel Large & Midcap Fund (Erstwhile Essel Midcap Fund) 0 - 14.48 0.22 0.33 0.95 -1.30 0.75
Essel Large & Midcap Fund - Direct Plan (Erstwhile Essel Midcap Fund) 0 - 14.50 0.34 0.51 0.95 0.44 0.75
Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap)  | 2 Avg. 12.95 -0.02 -0.03 0.94 -4.65 0.92
Franklin India Equity Advantage Fund - Direct Plan (Erstwhile Franklin India Flexi Cap)  | 2 Avg. 12.96 0.04 0.07 0.94 -3.89 0.92
HDFC Growth Opportunities Fund - Direct Plan (Erstwhile HDFC Large Cap Fund)  | 2 Above Avg. 14.04 0.10 0.17 0.99 -3.32 0.86
HDFC Growth Opportunities Fund - Regular Plan (Erstwhile HDFC Large Cap Fund)  | 2 Above Avg. 14.04 0.09 0.16 0.99 -3.44 0.86
HSBC Large and Mid Cap Equity Fund - Direct Plan 0 - - - - - - -
HSBC Large and Mid Cap Equity Fund - Regular Plan 0 - - - - - - -
ICICI Prudential Large & Mid Cap Fund (Erstwhile ICICI Prudential Top 100)  | 3 Below Avg. 12.15 0.07 0.12 0.85 -3.19 0.86
ICICI Prudential Large & Mid Cap Fund - Direct Plan (Erstwhile ICICI Prudential Top 100)  | 3 Below Avg. 12.18 0.16 0.28 0.86 -2.07 0.86
ICICI Prudential Midcap Select ETF (Erstwhile ICICI Prudential Midcap Select iWIN ETF) 0 - 16.87 -0.08 -0.11 1.09 -6.41 0.73
IDFC Core Equity Fund - Direct Plan (Erstwhile IDFC Classic Equity Regular)  | 3 Avg. 13.89 0.25 0.44 1.01 -1.31 0.93
IDFC Core Equity Fund - Regular Plan (Erstwhile IDFC Classic Equity Regular)  | 3 Avg. 13.86 0.15 0.24 1.01 -2.77 0.93
Invesco India Growth Opportunities Fund (Erstwhile Invesco India Growth)  | 4 Below Avg. 13.48 0.44 0.66 0.99 1.27 0.95
Invesco India Growth Opportunities Fund - Direct Plan (Erstwhile Invesco India Growth)  | 4 Low 13.50 0.55 0.82 1.00 2.78 0.95
Kotak Equity Opportunities Fund - Direct Plan (Erstwhile Kotak Opportunities)  | 4 Below Avg. 12.99 0.33 0.56 0.96 -0.19 0.95
Kotak Equity Opportunities Fund - Regular Plan (Erstwhile Kotak Opportunities)  | 4 Below Avg. 12.98 0.24 0.40 0.95 -1.42 0.94
L&T Large and Midcap Fund (Erstwhile L&T India Special Situations)  | 3 Above Avg. 15.01 0.12 0.19 1.07 -3.30 0.89
L&T Large and Midcap Fund - Direct Plan (Erstwhile L&T India Special Situations)  | 3 Above Avg. 15.02 0.17 0.27 1.07 -2.48 0.89
LIC MF Large & Mid Cap Fund - Direct Plan (Erstwhile LIC MF Midcap Fund)  | 4 Avg. 14.85 0.40 0.59 1.02 1.14 0.83
LIC MF Large & Mid Cap Fund - Regular Plan (Erstwhile LIC MF Midcap Fund)  | 4 Avg. 14.83 0.30 0.44 1.02 -0.34 0.82
Mirae Asset Emerging Bluechip Fund - Direct Plan  | 5 Below Avg. 14.65 0.53 0.83 1.03 2.86 0.86
Mirae Asset Emerging Bluechip Fund - Regular Plan  | 5 Low 14.61 0.47 0.75 1.03 2.04 0.86
Motilal Oswal Large and Midcap Fund - Direct Plan 0 - - - - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan 0 - - - - - - -
Nippon India Vision Fund  | 1 High 15.80 -0.06 -0.09 1.08 -6.09 0.82
Nippon India Vision Fund - Direct Plan  | 1 High 15.81 -0.02 -0.03 1.08 -5.45 0.82
Principal Emerging Bluechip Fund  | 4 Above Avg. 15.88 0.17 0.26 1.13 -2.56 0.88
Principal Emerging Bluechip Fund - Direct Plan  | 4 Above Avg. 15.89 0.24 0.37 1.13 -1.44 0.88
Quant Large and Mid Cap Fund (Erstwhile Quant High Yield Equity Fund) 0 - 12.21 0.03 0.05 0.80 -3.46 0.76
Quant Large and Mid Cap Fund - Direct Plan (Erstwhile Quant High Yield Equity Fund) 0 - 12.21 0.05 0.09 0.81 -3.22 0.76
SBI Large & Midcap Fund (Erstwhile SBI Magnum Multiplier Fund)  | 3 Avg. 13.51 0.16 0.28 0.97 -2.34 0.90
SBI Large & Midcap Fund - Direct Plan (Erstwhile SBI Magnum Multiplier Fund)  | 3 Avg. 13.51 0.21 0.37 0.97 -1.67 0.90
Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier)  | 4 Low 13.99 0.49 0.68 1.00 2.12 0.90
Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier)  | 4 Low 14.00 0.56 0.78 1.01 3.07 0.90
Tata Large & Mid Cap Fund - Direct Plan (Erstwhile Tata Ind Tax Shield-Plan B (Renamed))  | 3 Below Avg. 13.13 0.31 0.49 0.92 -0.28 0.87
Tata Large & Mid Cap Fund - Regular Plan (Erstwhile Tata Ind Tax Shield-Plan B (Renamed))  | 3 Below Avg. 13.12 0.20 0.31 0.92 -1.75 0.87
Union Large & Midcap Fund - Direct Plan 0 - - - - - - -
Union Large & Midcap Fund - Regular Plan 0 - - - - - - -
UTI Core Equity Fund - Direct Plan (Erstwhile UTI Master Growth (Renamed))  | 2 Avg. 13.22 -0.04 -0.05 0.96 -5.00 0.92
UTI Core Equity Fund - Regular Plan (Erstwhile UTI Master Growth (Renamed))  | 2 Avg. 13.21 -0.08 -0.12 0.96 -5.54 0.92
The Risk Measures have been calculated using calendar month returns for the last three years.