Equity Mutual Fund - Direct Plans

Large Cap

(Investment in the largest 100 stocks)​

Mutual Fund

Expense Ratio

1 Yr

3 Yrs

Axis Blue Chip Fund

BNP Paribas Large Cap

Canara Roboco Bluechip

LIC MF Large Cap Fund

Kotak Bluechip Fund

0.65%

1.14%

1.27%

1.58%

1.23%

22.2%

20.5%

18.1%

18.7%

17.2%

21.1%

16.0%

17.0%

14.7%

14.1%

Large and Mid Cap

(Investment in the largest 250 stocks by size)

Mutual Fund

Expense Ratio

1 Yr

3 Yrs

Mirae Emerging Bluechip

Tata Large and Midcap

Kotak Equity Opportunity

Sundram Large & Midcap

LIC MF Large and Midcap

0.84%

1.25%

1.16%

1.28%

1.56%

19.0%

17.1%

16.2%

15.6

15.6%

17.8%

13.5%

13.8%

16.7%

14.8%

Mid Cap

(Investment in the stocks ranked 100 – 250 by size)

Mutual Fund

Expense Ratio

1 Yr

3 Yrs

Axis Midcap Fund

Tata Midcap growth Fund

Kotak Emerging Equity

DSP Midcap Fund

Nippon India Growth Fund

0.63%

1.36%

1.27%

0.97%

1.36%

18.2%

13.5%

13.4%

12.4%

10.9%

18.8%

12.2%

11.7%

11.5%

11.3%

Small Cap

(Investment in all stocks except largest 250 stocks by size)

Mutual Fund

Expense Ratio

1 Yr

3 Yrs

Axis Small Cap Fund

Sundram Select Small Cap

Kotak Small Cap Fund

ICICI Prudential Small Cap

Union Small Cap Fund

0.63%

1.17%

0.92%

1.25%

1.79%

22.0%

17.1%

7.8%

10.5%

4.6%

15.0%

11.1%

7.9%

6.4%

5.4%

Multi Cap

(Investment in any listed stocks)

Mutual Fund

Expense Ratio

1 Yr

3 Yrs

JM Multicap

DSP Equity

Asis Multicap

Kotak Stand Multicap

Sundram Multicap

2.22%

1.30%

0.54%

0.87%

0.79%

19.6%

19.8%

21.2%

15.8%

19.2%

16.2%

14.9%

n.a

15.6%

n.a