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Fund Comparison With Peers

The document lists 36 large cap funds including their scheme names and category. Some of the largest funds listed include ICICI Prudential Bluechip Fund, SBI Blue Chip Fund, HDFC Top 100 Fund, Axis Bluechip Fund and UTI Mastershare Unit Scheme. The funds span a range of categories from large cap to large & mid cap and multi cap funds.
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0% found this document useful (0 votes)
162 views22 pages

Fund Comparison With Peers

The document lists 36 large cap funds including their scheme names and category. Some of the largest funds listed include ICICI Prudential Bluechip Fund, SBI Blue Chip Fund, HDFC Top 100 Fund, Axis Bluechip Fund and UTI Mastershare Unit Scheme. The funds span a range of categories from large cap to large & mid cap and multi cap funds.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Small cap funds

Scheme Name
1 Quant Small Cap Fund - GrowthSmall Cap Fund
2 Canara Robeco Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
3 Bank of India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
4 Nippon India Small Cap Fund - GrowthSmall Cap Fund
5 Edelweiss Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
6 Tata Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
7 Kotak Small Cap Fund - GrowthSmall Cap Fund
8 DSP Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
9 Sundaram Emerging Small Cap - Series 1 - GrowthSmall Cap Fund
10 Sundaram Emerging Small Cap - Series 3 - GrowthSmall Cap Fund
11 ICICI Prudential Smallcap Fund - Regular Plan - GrowthSmall Cap Fund
12 Union Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
13 Sundaram Emerging Small Cap - Series 7 - GrowthSmall Cap Fund
14 Sundaram Emerging Small Cap - Series 5 - GrowthSmall Cap Fund
15 Sundaram Emerging Small Cap - Series 6 - GrowthSmall Cap Fund
16 HSBC Small Cap Fund - GrowthSmall Cap Fund
17 HDFC Small Cap Fund - GrowthSmall Cap Fund
18 Sundaram Emerging Small Cap - Series 2 - GrowthSmall Cap Fund
19 Sundaram Emerging Small Cap - Series 4 - GrowthSmall Cap Fund
20 IDBI Small Cap Fund - GrowthSmall Cap Fund
21 Axis Small Cap Fund - GrowthSmall Cap Fund
22 Invesco India Smallcap Fund - GrowthSmall Cap Fund
23 Sundaram Small Cap Fund - GrowthSmall Cap Fund
24 Franklin India Smaller Companies Fund - GrowthSmall Cap Fund
25
Aditya Birla Sun Life Small cap Fund - Regular Plan - GrowthSmall Cap Fund
26 ITI Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
27
ICICI Prudential Smallcap Index Fund - Regular Plan - GrowthSmall Cap Fund
28 UTI Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
29
Mahindra Manulife Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
30
Mahindra Manulife Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
31IDFC Emerging Businesses Fund - Regular Plan - GrowthSmall Cap Fund
32 PGIM India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
33 PGIM India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
34 Sundaram Small Cap Fund - Growth (Adjusted NAV)Small Cap Fund
35 Tata Small Cap Fund - Direct Plan - GrowthSmall Cap Fund
p funds
Small Cap Funds
Date Jan-23

Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y


Regular Small Cap Fund 5 2,580.22 6% 2% 11% 29% 2% 11% 44%
Regular Small Cap Fund 5 4,367.47 3%### 2% 15% 1% 8% 35%
Regular Small Cap Fund 4 406.96 3%###-1% 16% 0% -1% 29%
Regular Small Cap Fund 4 ### 3%### 3% 20% 1% 7% 36%
Regular Small Cap Fund 3 1,428.41 3%### 2% 17% 1% 2% 30%
Regular Small Cap Fund 3 3,031.80 3%### 6% 23% 1% 9% 36%
Regular Small Cap Fund 3 8,498.23 2%###-1% 11% 1% -2% 28%
Regular Small Cap Fund 3 9,231.32 4%### 1% 14% 1% 1% 26%
Regular Small Cap Fund - 314.16 0%### 0% 17% 0% 7% 33%
Regular Small Cap Fund - 304.95 2%### 0% 17% 1% 8% 34%
Regular Small Cap Fund 4 4,591.47 2%### 1% 12% 0% 6% 30%
Regular Small Cap Fund 4 725.54 2%###-6% 11% 0% -1% 26%
Regular Small Cap Fund - 147.26 2%###-2% 14% 1% 9% 28%
Regular Small Cap Fund - 82.37 2%###-1% 16% 1% 7% 33%
Regular Small Cap Fund - 42.63 2%###-1% 16% 1% 7% 33%
Regular Small Cap Fund 3 8,866.17 3%### 2% 16% 1% 2% 34%
Regular Small Cap Fund 2 ### 4%### 6% 24% 1% 6% 32%
Regular Small Cap Fund - 339.07 1%### 0% 17% 0% 8% 33%
Regular Small Cap Fund - 216.49 2%###-1% 16% 1% 6% 33%
Regular Small Cap Fund 3 156.49 2%###-1% 16% 1% 3% 30%
Regular Small Cap Fund 3 ### 2%### 1% 15% 0% 3% 27%
Regular Small Cap Fund 2 1,417.77 3%### 2% 17% 1% 0% 27%
Regular Small Cap Fund 2 2,071.45 2%### 2% 16% 1% -1% 25%
Regular Small Cap Fund 2 7,421.69 2%### 4% 21% 0% 4% 27%
Regular Small Cap Fund 1 3,038.99 3%### 1% 13% 1% -6% 19%
Regular Small Cap Fund - 846.02 3%### 3% 18% 1% -4% 12%
Regular Small Cap Fund - 0.00 3%### 4% 18% 1% -3% -
Regular Small Cap Fund - 2,428.93 2%### 0% 14% 1% 0% 24%
Regular Small Cap Fund - 0.00 2% - - - 1% - -
Regular Small Cap Fund - 0.00 2% - - - 1% - -
Regular Small Cap Fund - 1,481.09 2%### 0% 12% 0% -6% 19%
Regular Small Cap Fund - 2,192.63 2%###-2% 13% 0% -5% -
Regular Small Cap Fund - 0.00 2%###-2% 13% 0% -5% -
Regular Small Cap Fund - 2,071.45 - - - - - - -
Direct Plan Small Cap Fund 3 3,031.80 3% 0% 6% 24% 1% 11% 38%
3Y 5Y 10Y
53% 24% 16%
37% - -
36% - -
33% 15% 24%
32% - -
31% - -
30% 14% 18%
28% 10% 20%
28% - -
28% - -
27% 13% 16%
27% 12% -
27% - -
27% - -
27% - -
27% 11% -
27% 12% 18%
27% - -
27% - -
26% 11% -
26% 17% -
26% - -
25% 6% 16%
24% 9% 19%
19% 3% 15%
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
34% - -
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36
Large Cap Funds
L
Scheme Name
IDBI India Top 100 Equity Fund - GrowthLarge Cap Fund
ICICI Prudential Bluechip Fund - GrowthLarge Cap Fund
Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthLarge Cap Fund
Nippon India Large Cap Fund - GrowthLarge Cap Fund
SBI Blue Chip Fund - Regular Plan - GrowthLarge Cap Fund
Kotak Bluechip Fund - GrowthLarge Cap Fund
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - GrowthLarge Cap Fund
UTI Mastershare Unit Scheme - GrowthLarge Cap Fund
JM Large Cap Fund - GrowthLarge Cap Fund
HDFC Top 100 Fund - GrowthLarge Cap Fund
Edelweiss Large Cap Fund - GrowthLarge Cap Fund
Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
Tata Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - GrowthLarge Cap Fund
Mirae Asset Large Cap Fund - Regular - GrowthLarge Cap Fund
Union Largecap Fund - GrowthLarge Cap Fund
Franklin India Bluechip Fund - GrowthLarge Cap Fund
Invesco India Largecap Fund - GrowthLarge Cap Fund
IDFC Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
HSBC Large Cap Fund - GrowthLarge Cap Fund
PGIM India Large Cap Fund - GrowthLarge Cap Fund
LIC MF Large Cap Fund - GrowthLarge Cap Fund
Taurus Largecap Equity Fund - GrowthLarge Cap Fund
Axis Bluechip Fund - GrowthLarge Cap Fund
Indiabulls Bluechip Fund - Regular Plan - GrowthLarge Cap Fund
DSP Top 100 Equity Fund - Regular Plan - GrowthLarge Cap Fund
Sundaram Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
Quant Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
ITI Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
ITI Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
WhiteOak Capital Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
WhiteOak Capital Large Cap Fund - Regular Plan - GrowthLarge Cap Fund
BOI AXA Bluechip Fund - Regular Plan - GrowthLarge Cap Fund
Bank of India Bluechip Fund - Regular Plan - GrowthLarge Cap Fund
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth (Adjusted NAV)Large Cap Fund
Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted NAV)Large Cap Fund
Large Cap Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
Regular Large Cap Fund 4 643.41 1%###5% 16% 1% 4% 16% 16%
Regular Large Cap Fund 5 ### 1%###7% 16% 1% 7% 18% 16%
Regular Large Cap Fund 3 8,832.26 1%###4% 14% 0% 1% 12% 15%
Regular Large Cap Fund 5 ### 1%###5% 18% 1% 12% 21% 15%
Regular Large Cap Fund 4 ### 1%###5% 15% 0% 5% 15% 15%
Regular Large Cap Fund 3 5,427.09 1%###5% 14% 1% 3% 14% 15%
Regular Large Cap Fund 4 ### 1%###5% 15% 1% 4% 15% 15%
Regular Large Cap Fund 3 ### 1%###3% 12% 0% -1% 13% 15%
Regular Large Cap Fund 4 49.70 1%###6% 16% 0% 4% 13% 15%
Regular Large Cap Fund 4 ### 1%###8% 17% 1% 11% 19% 14%
Regular Large Cap Fund 4 391.65 1%###6% 16% 0% 4% 13% 14%
Regular Large Cap Fund 3 1,439.97 1%###5% 14% 0% 5% 13% 14%
Regular Large Cap Fund 3 1,438.43 1%###6% 16% 0% 4% 17% 14%
Regular Large Cap Fund 3 221.19 1%###4% 13% 1% 2% 15% 14%
Regular Large Cap Fund 3 ### 1%###5% 13% 1% 2% 14% 14%
Regular Large Cap Fund 3 249.63 1%###5% 14% 0% - 13% 14%
Regular Large Cap Fund 2 6,791.29 1%###4% 11% 1% -2% 14% 14%
Regular Large Cap Fund 3 771.93 1%###3% 13% 0% -3% 14% 13%
Regular Large Cap Fund 2 1,128.19 1%###2% 12% 0% -2% 11% 13%
Regular Large Cap Fund 2 1,570.37 1%###5% 15% 0% 1% 11% 12%
Regular Large Cap Fund 1 440.87 1%###7% 16% 1% 2% 11% 12%
Regular Large Cap Fund 2 712.28 1%###4% 14% 0% -1% 10% 11%
Regular Large Cap Fund 5 35.15 2%###1% 19% 0% 7% 12% 11%
Regular Large Cap Fund 1 ### 1%###1% 12% 0% -5% 7% 11%
Regular Large Cap Fund 2 102.71 1%###6% 16% 0% 5% 11% 10%
Regular Large Cap Fund 1 2,806.01 1%###4% 15% 0% 2% 10% 9%
Regular Large Cap Fund 2 3,172.19 1%###6% 16% 1% 5% 15% -
Regular Large Cap Fund - 260.96 2%###3% - 0% - - -
Regular Large Cap Fund - 209.68 1%###6% 17% 0% 0% 10% -
Regular Large Cap Fund - 0.00 1%###6% 17% 0% 0% 10% -
Regular Large Cap Fund - 0.00 1%### - - 0% - - -
Regular Large Cap Fund - 0.00 1%### - - 0% - - -
Regular Large Cap Fund - 0.00 1%###3% 15% 0% -3% - -
Regular Large Cap Fund - 132.79 1%###3% 15% 0% -3% - -
Regular Large Cap Fund - 1,439.97 - - - - - - - -
Regular Large Cap Fund - 3,172.19 - - - - - - - -
5Y 10Y
11% 13%
12% 14%
13% 13%
11% 14%
11% 14%
11% 13%
10% 13%
11% 13%
10% 11%
10% 13%
11% 13%
11% 14%
10% 12%
- -
11% 16%
10% -
9% 11%
10% 13%
9% 11%
10% 12%
9% 12%
10% 12%
7% 9%
12% 14%
8% 11%
8% 10%
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
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Focused Funds
Foc
Scheme Name
Quant Focused Fund - GrowthFocused Fund
ICICI Prudential Focused Equity Fund - Regular Plan - GrowthFocused Fund
HDFC Focused 30 Fund - GrowthFocused Fund
Nippon India Focused Equity Fund - GrowthFocused Fund
Franklin India Focused Equity Fund - GrowthFocused Fund
IIFL Focused Equity Fund - GrowthFocused Fund
Union Focused Fund - GrowthFocused Fund
Sundaram Focused Fund - GrowthFocused Fund
Mirae Asset Focused Fund - GrowthFocused Fund
Tata Focused Equity Fund - Regular Plan - GrowthFocused Fund
Kotak Focused Equity Fund - Regular Plan - GrowthFocused Fund
IDBI Focused 30 Equity Fund - GrowthFocused Fund
SBI Focused Equity Fund - Regular Plan - GrowthFocused Fund
Aditya Birla Sun Life Focused Equity Fund - Regular Plan - GrowthFocused F
Baroda BNP Paribas Focused Fund - GrowthFocused Fund
Motilal Oswal Focused Fund - GrowthFocused Fund
IDFC Focused Equity Fund - Regular Plan - GrowthFocused Fund
JM Focused Fund - GrowthFocused Fund
Axis Focused 25 Fund - GrowthFocused Fund
DSP Focus Fund - Regular Plan - GrowthFocused Fund
Mahindra Manulife Focused Equity Yojana - Regular Plan - GrowthFocused F
Invesco India Focused 20 Equity Fund - GrowthFocused Fund
Edelweiss Focused Equity Fund - Regular Plan - GrowthFocused Fund
Edelweiss Focused Equity Fund - Regular Plan - GrowthFocused Fund
HSBC Focused Fund - Regular Plan - GrowthFocused Fund
UTI Focused Equity Fund - Regular Plan - GrowthFocused Fund
UTI Focused Equity Fund - Regular Plan - GrowthFocused Fund
Canara Robeco Focused Equity Fund - Regular Plan - GrowthFocused Fund
Canara Robeco Focused Equity Fund - Direct Plan - GrowthFocused Fund
unds
Focused Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y
Regular Focused Fund 4 182.75 3%### 5% 20% 0% 10% 22%
Regular Focused Fund 4 4,015.38 1%### 6% 16% 1% 7% 20%
Regular Focused Fund 5 2,999.61 1%### 7% 21% 0% 19% 29%
Regular Focused Fund 5 6,520.95 1%### 3% 14% 1% 8% 21%
Regular Focused Fund 4 8,655.86 1%### 5% 19% 1% 10% 23%
Regular Focused Fund 3 3,500.96 1%### 5% 18% 1% 0% 16%
Regular Focused Fund 4 341.85 1%### 3% 13% 0% 0% 16%
Regular Focused Fund 3 808.83 2%### 4% 16% 1% 1% 16%
Regular Focused Fund 2 9,128.31 1%### 3% 9% 1% -6% 14%
Regular Focused Fund - 1,326.98 1%### 7% 17% 0% 5% 18%
Regular Focused Fund 3 2,595.86 1%### 3% 15% 0% 2% 17%
Regular Focused Fund 3 136.72 1%### 4% 15% 0% 1% 13%
Regular Focused Fund 3 ### 1%### 0% 11% 0% -8% 14%
Regular Focused Fund 3 6,095.56 1%### 5% 13% 1% 1% 13%
Regular Focused Fund 3 295.03 1%### 3% 12% 1% 3% 12%
Regular Focused Fund 2 1,817.56 1%### 2% 14% 0% 2% 8%
Regular Focused Fund 1 1,318.86 1%### 0% 10% 0% -5% 9%
Regular Focused Fund 2 45.20 1%### 7% 19% 0% 7% 12%
Regular Focused Fund 1 ### 0%###### 7% 0% ### 3%
Regular Focused Fund 2 1,938.88 1%###### 12% 0% -4% 8%
Regular Focused Fund - 656.22 2%### 7% 17% 1% 9% 23%
Regular Focused Fund - 1,784.21 1%### 2% 11% 0% -8% 13%
Regular Focused Fund - 0.00 1%### 3% - 0% - -
Regular Focused Fund - 475.14 1%### 3% - 0% - -
Regular Focused Fund - 1,511.99 1%### 4% 16% 0% -2% 13%
Regular Focused Fund - 0.00 1%### 0% 12% 0% 0% -
Regular Focused Fund - 2,739.05 1%### 0% 12% 0% 0% -
Regular Focused Fund - 1,783.47 1%### 3% 17% 0% 2% -
Direct PlanFocused Fund - 1,783.47 1%### 4% 18% 0% 4% -
3Y 5Y 10Y
22% 12% 17%
21% 12% 13%
19% 9% 13%
19% 10% 17%
19% 12% 17%
19% 15% -
17% - -
17% 12% 14%
16% - -
16% - -
15% - -
15% 9% -
14% 11% 14%
14% 10% 13%
13% 8% -
11% 9% -
11% 6% 10%
10% 7% 12%
9% 8% 13%
8% 8% 11%
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
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Large & mid cap funds

Scheme Name
Quant Large and Mid Cap Fund - GrowthLarge & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund- GrowthLarge & Mid Cap Fund
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - GrowthLarge & Mid Cap Fund
SBI Large & Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
HDFC Large and Mid Cap Fund - Regular - GrowthLarge & Mid Cap Fund
Canara Robeco Emerging Equities - Regular Plan - GrowthLarge & Mid Cap Fund
Mirae Asset Emerging Bluechip Fund - GrowthLarge & Mid Cap Fund
Union Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Tata Large & Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
UTI Core Equity Fund - GrowthLarge & Mid Cap Fund
Axis Growth Opportunities Fund - GrowthLarge & Mid Cap Fund
Edelweiss Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Kotak Equity Opportunities Fund - GrowthLarge & Mid Cap Fund
IDFC Core Equity Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Bank of India Large & Mid Cap Equity Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Motilal Oswal Large and Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
DSP Equity Opportunities Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Navi Large & Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Nippon India Vision Fund - GrowthLarge & Mid Cap Fund
Sundaram Large and Mid Cap Fund - GrowthLarge & Mid Cap Fund
Franklin India Equity Advantage Fund - GrowthLarge & Mid Cap Fund
HSBC Large & Midcap Fund - GrowthLarge & Mid Cap Fund
LIC MF Large & Mid Cap Fund - GrowthLarge & Mid Cap Fund
Invesco India Growth Opportunities Fund - GrowthLarge & Mid Cap Fund
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Baroda BNP Paribas Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Sundaram Large and Mid Cap Fund - Growth (Adjusted NAV)Large & Mid Cap Fund
Sundaram Large and Mid Cap Fund - Direct Plan - Growth (Adjusted NAV)Large & Mid Cap Fund
unds
Large & Mid Cap Funds
Plan Category Name Crisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y
Regular Large & Mid Cap Fund 4 438.63 3%###8% 22% 1% 14%
Regular Large & Mid Cap Fund 5 6,183.32 2%###7% 17% 1% 12%
Regular Large & Mid Cap Fund - 1,093.23 3%###3% 14% 1% 3%
Regular Large & Mid Cap Fund 5 8,993.03 1%###2% 19% 0% 8%
Regular Large & Mid Cap Fund 4 7,916.77 2%###5% 18% 1% 9%
Regular Large & Mid Cap Fund 3 ### 1%###1% 13% 0% -1%
Regular Large & Mid Cap Fund 3 ### 2%###4% 12% 1% -1%
Regular Large & Mid Cap Fund - 420.18 1%###1% 14% 0% -3%
Regular Large & Mid Cap Fund 4 3,695.29 1%###6% 21% 1% 12%
Regular Large & Mid Cap Fund 3 1,547.59 2%###5% 15% 1% 5%
Regular Large & Mid Cap Fund - 8,473.66 1%###### 9% 0% -9%
Regular Large & Mid Cap Fund 4 1,695.78 1%###2% 15% 1% 2%
Regular Large & Mid Cap Fund 3 ### 1%###4% 17% 0% 7%
Regular Large & Mid Cap Fund 3 2,532.08 2%###6% 19% 1% 7%
Regular Large & Mid Cap Fund 3 217.95 2%###4% 19% 1% 3%
Regular Large & Mid Cap Fund - 1,406.03 1%###6% 22% 0% 2%
Regular Large & Mid Cap Fund 2 7,457.11 2%###5% 17% 1% 5%
Regular Large & Mid Cap Fund 3 254.99 1%###2% 14% 1% 1%
Regular Large & Mid Cap Fund 3 3,290.81 1%###3% 15% 1% 3%
Regular Large & Mid Cap Fund 3 5,291.80 1%###3% 16% 1% -1%
Regular Large & Mid Cap Fund 2 2,774.33 1%###2% 10% 1% -2%
Regular Large & Mid Cap Fund 2 2,143.32 2%###2% 13% 0% -3%
Regular Large & Mid Cap Fund 3 1,990.94 1%######10% 0% -2%
Regular Large & Mid Cap Fund 1 4,007.57 1%###3% 17% 0% 0%
Regular Large & Mid Cap Fund 1 5,444.81 1%###1% 12% 0% ###
Regular Large & Mid Cap Fund - 778.10 2%###6% 16% 1% -1%
Regular Large & Mid Cap Fund - 5,291.80 - - - - - -
Direct PlanLarge & Mid Cap Fund - 5,291.80 - - - - - -
nds
2Y 3Y 5Y 10Y
24% 26% 14% 18%
26% 21% 12% 14%
22% 20% - -
22% 20% 12% 16%
24% 20% 12% 12%
16% 19% 11% 19%
17% 19% 13% 21%
16% 18% - -
20% 18% 13% 15%
21% 18% 9% 13%
14% 18% - -
18% 17% 12% 14%
18% 17% 12% 15%
20% 17% 10% 12%
17% 17% 8% 12%
19% 17% - -
17% 16% 10% 15%
20% 16% 10% -
17% 16% 7% 12%
18% 14% 11% 14%
16% 14% 8% 13%
14% 14% - -
14% 14% 10% -
14% 13% 10% 14%
10% 12% 6% 14%
19% - - -
- - - -
- - - -
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Mid cap funds

Scheme Name
Quant Mid Cap Fund - GrowthMid Cap Fund
PGIM India Midcap Opportunities Fund - GrowthMid Cap Fund
SBI Magnum Midcap Fund - Regular Plan - GrowthMid Cap Fund
Edelweiss Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Mirae Asset Midcap Fund - Regular Plan - GrowthMid Cap Fund
HDFC Mid-Cap Opportunities Fund - GrowthMid Cap Fund
Motilal Oswal Midcap Fund - GrowthMid Cap Fund
Nippon India Growth Fund - GrowthMid Cap Fund
UTI Mid Cap Fund - GrowthMid Cap Fund
Kotak Emerging Equity Fund - GrowthMid Cap Fund
Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Invesco India Mid Cap Fund - GrowthMid Cap Fund
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - GrowthMid Cap Fund
Taurus Discovery (Midcap) Fund - GrowthMid Cap Fund
ICICI Prudential MidCap Fund - GrowthMid Cap Fund
Tata Mid Cap Growth Fund - Regular Plan - GrowthMid Cap Fund
Axis Midcap Fund - GrowthMid Cap Fund
Aditya Birla Sun Life Midcap Fund - Regular Plan - GrowthMid Cap Fund
IDBI Midcap Fund - GrowthMid Cap Fund
Sundaram Mid Cap Fund - GrowthMid Cap Fund
Franklin India Prima Fund - GrowthMid Cap Fund
HSBC Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
DSP Midcap Fund - Regular Plan - GrowthMid Cap Fund
ICICI Prudential Midcap 150 Index Fund - GrowthMid Cap Fund
ITI Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
JM Midcap Fund - Regular Plan - GrowthMid Cap Fund
IDFC MIDCAP FUND - Regular Plan - GrowthMid Cap Fund
Union Midcap Fund - Regular Plan - GrowthMid Cap Fund
Canara Robeco Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Canara Robeco Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Sundaram Mid Cap Fund - Growth (Adjusted NAV)Mid Cap Fund
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth (Adjusted NAV)Mid Cap Fund
Mid Cap Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
Regular Mid Cap Fund 5 1,272.71 4%###7% 25% 1% 18% 33% 36%
Regular Mid Cap Fund 4 7,576.62 2%######14% 1% -1% 27% 34%
Regular Mid Cap Fund 4 8,436.09 1%######12% 0% 3% 24% 26%
Regular Mid Cap Fund 3 2,477.71 2%###1% 17% 1% 3% 24% 24%
Regular Mid Cap Fund 4 8,953.27 2%###3% 16% 0% 5% 24% 24%
Regular Mid Cap Fund 3 ### 3%###6% 23% 1% 13% 25% 24%
Regular Mid Cap Fund 5 3,657.17 2%######20% 0% 11% 31% 24%
Regular Mid Cap Fund 4 ### 2%###2% 17% 1% 7% 24% 23%
Regular Mid Cap Fund 3 7,344.98 1%######14% 0% -1% 19% 23%
Regular Mid Cap Fund 4 ### 1%###1% 16% 0% 5% 24% 23%
Regular Mid Cap Fund 3 1,241.32 2%###2% 15% 0% 5% 21% 22%
Regular Mid Cap Fund 2 2,694.35 2%###4% 18% 1% 1% 20% 21%
Regular Mid Cap Fund 3 1,078.21 3%###1% 15% 1% 1% 22% 21%
Regular Mid Cap Fund 2 79.44 3%###6% 20% 1% 8% 19% 21%
Regular Mid Cap Fund 3 3,722.75 3%###2% 15% 1% 4% 22% 21%
Regular Mid Cap Fund 2 1,789.86 2%###2% 14% 0% 1% 19% 20%
Regular Mid Cap Fund 3 ### 1%######11% 0% -5% 15% 19%
Regular Mid Cap Fund 3 3,599.82 2%###### 8% 1% -5% 19% 17%
Regular Mid Cap Fund 1 195.26 1%###0% 13% 0% -4% 14% 17%
Regular Mid Cap Fund 3 7,474.48 1%###1% 18% 0% 5% 20% 17%
Regular Mid Cap Fund 2 7,814.70 2%###2% 19% 1% 3% 16% 17%
Regular Mid Cap Fund 2 7,671.81 2%###1% 12% 0% 1% 15% 16%
Regular Mid Cap Fund 1 ### 2%######11% 0% -5% 10% 14%
Regular Mid Cap Fund - 0.00 3%###2% 19% 1% 3% - -
Regular Mid Cap Fund - 424.74 2%###0% 16% 0% 2% - -
Regular Mid Cap Fund - 0.00 2%### - - 0% - - -
Regular Mid Cap Fund - 616.97 2%###### - 0% - - -
Regular Mid Cap Fund - 579.04 1%######13% 0% -2% 22% -
Regular Mid Cap Fund - 0.00 1% - - - 0% - - -
Regular Mid Cap Fund - 0.00 1% - - - 0% - - -
Regular Mid Cap Fund - 7,474.48 - - - - - - - -
Regular Mid Cap Fund - 1,241.32 - - - - - - - -
5Y 10Y
20% 16%
16% -
11% 18%
12% 19%
- -
12% 18%
13% -
13% 16%
10% 18%
13% 19%
10% 17%
12% 18%
- -
11% 16%
10% 17%
11% 17%
14% 17%
6% 14%
7% -
7% 16%
9% 16%
7% 17%
8% 15%
- -
- -
- -
- -
- -
- -
- -
- -
- -
Flexi cap funds

Scheme Name
1 Quant Flexi Cap Fund - GrowthFlexi Cap Fund
2 PGIM India Flexi Cap Fund - GrowthFlexi Cap Fund
3 Parag Parikh Flexi Cap Fund - GrowthFlexi Cap Fund
4 HDFC Flexi Cap Fund - GrowthFlexi Cap Fund
5 Franklin India Flexi Cap Fund - GrowthFlexi Cap Fund
6 Union Flexi Cap Fund - GrowthFlexi Cap Fund
7 JM Flexi Cap Fund - GrowthFlexi Cap Fund
8 Canara Robeco Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
9 IDBI Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
10 Edelweiss Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
11 UTI Flexi Cap Fund - GrowthFlexi Cap Fund
12 DSP Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
13Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
14 SBI Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
15 HSBC Flexi Cap Fund - GrowthFlexi Cap Fund
16 Kotak Flexi Cap Fund - GrowthFlexi Cap Fund
17 Navi Flexi Cap Fund - GrowthFlexi Cap Fund
18 IDFC Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
19 Axis Flexi Cap Fund - GrowthFlexi Cap Fund
20 Tata Flexi Cap Fund - GrowthFlexi Cap Fund
21 Shriram Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
22 Taurus Flexi Cap Fund - GrowthFlexi Cap Fund
23 LIC MF Flexi Cap Fund - GrowthFlexi Cap Fund
24 Motilal Oswal Flexi Cap Fund - GrowthFlexi Cap Fund
25 Bank of India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
26WhiteOak Capital Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
27 ICICI Prudential Flexicap Fund - Regular Plan - GrowthFlexi Cap Fund
28 Nippon India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
29 Nippon India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
30 Sundaram Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
31Mahindra Manulife Flexi Cap Yojana - Regular Plan - GrowthFlexi Cap Fund
32Baroda BNP Paribas Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
33 Invesco India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
34 Samco Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
funds
Flexi Cap Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
Regular Flexi Cap Fund - 824.89 3%###7% 25% 1% 12% 33% 38%
Regular Flexi Cap Fund 4 5,379.73 1%###3% 14% 1% -6% 16% 22%
Regular Flexi Cap Fund - ### 0%###2% 9% 0% -7% 16% 21%
Regular Flexi Cap Fund 5 ### 1%###9% 21% 1% 19% 27% 19%
Regular Flexi Cap Fund 5 ### 1%###5% 17% 0% 6% 21% 19%
Regular Flexi Cap Fund 4 1,396.13 1%###4% 15% 1% -1% 17% 18%
Regular Flexi Cap Fund 4 249.33 1%###7% 18% 0% 8% 20% 17%
Regular Flexi Cap Fund 3 8,935.91 1%###4% 14% 0% -1% 14% 17%
Regular Flexi Cap Fund 4 386.90 1%###1% 15% 0% -1% 16% 16%
Regular Flexi Cap Fund 4 1,101.57 1%###3% 15% 0% 1% 16% 16%
Regular Flexi Cap Fund 2 ### 0%###### 8% 0% ### 7% 15%
Regular Flexi Cap Fund 2 8,140.75 1%###2% 15% 0% -4% 12% 14%
Regular Flexi Cap Fund 3 ### 1%###5% 15% 1% -1% 14% 14%
Regular Flexi Cap Fund 3 ### 1%###3% 12% 0% 1% 15% 14%
Regular Flexi Cap Fund 2 3,350.27 2%###4% 15% 1% -4% 13% 14%
Regular Flexi Cap Fund 3 ### 1%###6% 18% 1% 6% 15% 14%
Regular Flexi Cap Fund 3 220.91 1%###4% 16% 0% 1% 15% 13%
Regular Flexi Cap Fund 3 5,991.90 1%###1% 15% 0% -1% 14% 13%
Regular Flexi Cap Fund 1 ### 1%######11% 0% -9% 8% 12%
Regular Flexi Cap Fund 2 2,278.78 1%###1% 11% 0% -3% 10% 12%
Regular Flexi Cap Fund 3 66.36 1%###3% 15% 0% 3% 11% 11%
Regular Flexi Cap Fund 3 262.61 3%###2% 17% 1% 5% 13% 11%
Regular Flexi Cap Fund 2 413.92 2%###1% 12% 1% -2% 8% 9%
Regular Flexi Cap Fund 1 9,354.24 1%######13% 0% -3% 6% 7%
Regular Flexi Cap Fund - 350.56 2%###5% 18% 1% 0% 20% -
Regular Flexi Cap Fund - 926.48 2%###2% - 0% - - -
Regular Flexi Cap Fund - ### 2%###4% 14% 0% 9% - -
Regular Flexi Cap Fund - 4,297.33 2%###2% 12% 1% 0% - -
Regular Flexi Cap Fund - 0.00 2%###2% 12% 1% 0% - -
Regular Flexi Cap Fund - 1,900.92 1%###4% - 1% - - -
Regular Flexi Cap Fund - 990.84 1%###4% 14% 0% 2% - -
Regular Flexi Cap Fund - 1,486.62 1%###4% - 1% - - -
Regular Flexi Cap Fund - 968.89 1%###3% 15% 0% - - -
Regular Flexi Cap Fund - 699.69 1%######11% 0% - - -
5Y 10Y
18% 19%
13% -
15% -
12% 14%
11% 15%
12% 12%
12% 15%
13% 13%
10% -
10% -
12% 14%
11% 13%
10% 15%
10% 15%
7% 13%
11% 15%
- -
7% 13%
12% -
- -
- -
6% 9%
6% 9%
5% -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -

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