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Mirae Asset Mutual Fund

Mirae Asset Large & Midcap Fund

Mirae Asset Mutual Fund · Direct plan · Growth

3-year returns
11.6%
a year
NAV
₹176.50
▲ 0.65% · 18 Sept 2026
Fund size
₹45,811 Cr
Expense ratio
0.49%
a year
Minimum SIP
₹99

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹155.15 and has returned 10.56% a year over 3 years.

Returns, and where it stands

Against the average large & mid cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year1.7%2.3%behind19 of 33
3 years11.6%13.9%behind22 of 26
5 years10.6%12.9%behind22 of 26
10 years16.5%14.5%ahead2 of 19
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.9%-2%
3 months0.9%0.7%
6 months7.4%6.9%
1 year1.7%0.8%
2 yearsp.a.1.4%0.5%
3 yearsp.a.11.6%10.6%
5 yearsp.a.10.6%9.6%
7 yearsp.a.18.3%17.2%
10 yearsp.a.16.5%15.4%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 1.74% in the last 1Y

154.1167.8181.518 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹20,735
XIRR (per year)
7.23%
Value today
₹2,00,735

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
14.6% a year
about the same as the large & mid cap fund average
Worst fall so far
−36.9%
Jan 2020 to Mar 2020, against −29.9% for the category.
Years that made money
84.9%
Of every one-year stretch it has been through.
Over any three years
-2.3% to 35.9%
A year, at worst and at best. Typically 18.3%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
1.00x
Expense ratio
0.49%
as of 31 Jul 2026

Managed by Neelesh Surana, Ankit Jain

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Mirae Asset Large & Midcap Fund against other funds in the Large & Mid Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Large & Mid Cap Fund6.46%22.44%17.12%0.55%₹12,387 Cr
Motilal Oswal Large and Midcap Fund7.44%22.23%18.79%0.89%₹20,159 Cr
HSBC Large & Mid Cap Fund9.29%18.06%14.7%1.47%₹5,931 Cr
Bandhan Large & Mid Cap Fund3.44%17.61%16.87%1.23%₹19,777 Cr
Axis Large & Mid Cap Fund4.92%15.2%12.09%0.91%₹17,320 Cr
ICICI Prudential Large & Mid Cap Fund0.34%14.92%15.76%1.16%₹33,592 Cr
Mirae Asset Large & Midcap Fund1.74%11.6%10.61%0.49%₹45,811 Cr

About Mirae Asset Large & Midcap Fund

Mirae Asset Large & Midcap Fund is a large & mid cap fund managed by Mirae Asset Mutual Fund. Invest at least 35% each in large-cap and mid-cap companies, balancing stability with growth.

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction.The Scheme does not guarantee or assure any returns.

The scheme's stated objective, as published by Mirae Asset Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹176.503118834
DirectIDCW₹82.765118835
RegularGrowth₹155.154112932
RegularIDCW₹47.722112931

Frequently asked questions

What is the NAV of Mirae Asset Large & Midcap Fund today?

The NAV of Mirae Asset Large & Midcap Fund (Direct plan, Growth) is ₹176.503 and the Regular plan NAV is ₹155.154, as of 18 Sept 2026.

What returns has Mirae Asset Large & Midcap Fund given?

Over the last year the Direct plan returned 1.74%, and 11.6% a year over 3 years and 10.61% a year over 5 years. That places it 22 of 26 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Mirae Asset Large & Midcap Fund?

The Direct plan charges 0.49% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Mirae Asset Large & Midcap Fund?

You can start a monthly SIP with ₹99, or invest a lump sum of ₹5,000 or more.

How much has Mirae Asset Large & Midcap Fund fallen in the past?

Its deepest fall was 36.9% from 16 Jan 2020 to 23 Mar 2020. Of every one-year stretch in its history, 85% ended in a gain.

Which category does Mirae Asset Large & Midcap Fund belong to?

It is a Large & Mid Cap Fund from Mirae Asset Mutual Fund. Invest at least 35% each in large-cap and mid-cap companies, balancing stability with growth.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Mirae Asset Large & Midcap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.