Should I invest in Mirae Asset Large & Midcap Fund?

We don't give personal investment advice. Mirae Asset Large & Midcap Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 12.01%.

Mirae Asset

Mirae Asset Large & Midcap Fund - Regular Plan - Growth

Latest NAV

₹157.4500

As of

17 Jul 2026

3,945 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.17%	+0.11%	+0.07	11 / 24	Q2
1W	-0.17%	-0.30%	+0.13	9 / 24	Q2
2W	+0.35%	+0.23%	+0.12	9 / 24	Q2
1M	+2.76%	+1.45%	+1.31	2 / 24	Q1
3M	+4.00%	+3.53%	+0.48	10 / 24	Q2
6M	+1.24%	+2.13%	-0.89	18 / 24	Q3
YTD	-0.39%	+0.23%	-0.62	18 / 24	Q3
1Y	+3.49%	+2.15%	+1.33	13 / 24	Q3
2Y	+2.47%	+1.63%	+0.84	8 / 21	Q2
3Y	+13.76%	+14.19%	-0.43	13 / 17	Q4
4Y	+14.84%	+15.76%	-0.92	12 / 17	Q3
5Y	+12.01%	+12.37%	-0.35	14 / 17	Q4
7Y	+17.11%	+15.22%	+1.88	3 / 13	Q1
10Y	+16.46%	+11.61%	+4.86	1 / 10	Q1
Inception	+18.72%	+10.67%	+8.06	3 / 24	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.39%	+0.23%	-0.62	18 / 24
2025	+8.90%	+3.12%	+5.78	1 / 22
2024	+15.25%	+22.31%	-7.06	17 / 18
2023	+28.91%	+29.01%	-0.10	9 / 17
2022	-1.45%	-0.46%	-0.98	11 / 17
2021	+38.18%	+33.85%	+4.33	7 / 17
2020	+22.08%	+16.04%	+6.04	3 / 16
2019	+14.71%	+8.45%	+6.25	2 / 12
2018	-4.90%	-13.79%	+8.89	3 / 11
2017	+47.27%	+38.05%	+9.21	1 / 11
2016	+11.63%	+3.18%	+8.45	2 / 10

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.62%

183 windows

min -17.1% · max 102.5%

83% positive

3-Year rolling

+21.59%

159 windows

min -0.4% · max 45.9%

99% positive

5-Year rolling

+21.33%

135 windows

min 8.2% · max 35.1%

100% positive

7-Year rolling

+20.40%

110 windows

min 14.6% · max 26.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.98%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.85

Downside-only deviation

Max drawdown

-19.85%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Motilal Oswal	₹35.7213	17 Jul 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹89.9810	17 Jul 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹36.7320	17 Jul 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹29.3277	17 Jul 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹27.4066	17 Jul 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹12.5600	17 Jul 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹34.4400	17 Jul 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹12.3410	17 Jul 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹28.7400	17 Jul 2026
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	Helios	₹11.3500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹157.4500
16 Jul 2026	₹157.1780
15 Jul 2026	₹157.5030
14 Jul 2026	₹156.8110
13 Jul 2026	₹157.7130
10 Jul 2026	₹157.7210
9 Jul 2026	₹155.9830
8 Jul 2026	₹154.5780
7 Jul 2026	₹157.5530
6 Jul 2026	₹157.7520

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Mirae Asset Large & Midcap Fund - Regular Plan - Growth is ₹157.4500. It's a Large & Mid Cap Fund from Mirae Asset, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mirae Asset Large & Midcap Fund - Regular Plan - Growth has NAV history starting from 12 Jul 2010, a track record of about 16 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Mirae Asset Large & Midcap Fund - Regular Plan - Growth is managed by Mirae Asset. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mirae Asset Large & Midcap Fund - Regular Plan - Growth has delivered a absolute return of 3.49% — +1.33 pp ahead of the Large & Mid Cap Fund category average of 2.15%. The fund ranks #13 of 24 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Mirae Asset Large & Midcap Fund - Regular Plan - Growth has delivered a CAGR of 13.76% — -0.43 pp behind the Large & Mid Cap Fund category average of 14.19%. The fund ranks #13 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mirae Asset Large & Midcap Fund - Regular Plan - Growth has delivered a CAGR of 12.01% — -0.35 pp behind the Large & Mid Cap Fund category average of 12.37%. The fund ranks #14 of 17 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mirae Asset Large & Midcap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹459,039 today — a multiplier of 4.59×, based on the 10-year CAGR of 16.46%. The category average over the same window would have grown ₹1 lakh to ₹299,822.

A ₹10,000 monthly SIP in Mirae Asset Large & Midcap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹807,234 today. That's an XIRR (money-weighted annualised return) of 11.81%.

A ₹10,000 monthly SIP for 10 years in Mirae Asset Large & Midcap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,690,062 (multiplier 2.24×). XIRR: 15.41%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Mirae Asset Large & Midcap Fund - Regular Plan - Growth ranks #14 out of 17 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.37%; this fund delivered 12.01%.

The worst peak-to-trough decline Mirae Asset Large & Midcap Fund - Regular Plan - Growth has experienced over the last 5-year window is 19.85% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mirae Asset Large & Midcap Fund - Regular Plan - Growth averaged 21.33% (best 35.09%, worst 8.24%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, Mirae Asset Large & Midcap Fund - Regular Plan - Growth returned 8.90% — beating the Large & Mid Cap Fund category average of 3.12% by 5.78 pp. It ranked #1 of 22 in its category that year.

Mirae Asset Large & Midcap Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Mirae Asset Large & Midcap Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 12.01%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.