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