Should I invest in Mirae Asset Large & Midcap Fund?

We don't give personal investment advice. Mirae Asset Large & Midcap Fund - Regular Plan - IDCW 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: 26.8%. 5-year CAGR: 2.93%.

Mirae Asset

Mirae Asset Large & Midcap Fund - Regular Plan - IDCW

Latest NAV

₹45.9140

As of

3 Jun 2026

3,914 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	+0.35%	+0.22%	+0.13	8 / 17	Q2
1W	-1.92%	-1.78%	-0.14	12 / 17	Q3
2W	-0.44%	+0.03%	-0.47	12 / 17	Q3
1M	-0.67%	-0.50%	-0.16	8 / 17	Q2
3M	-0.98%	-1.23%	+0.25	10 / 17	Q3
6M	-11.44%	-6.29%	-5.14	16 / 17	Q4
YTD	-11.98%	-6.24%	-5.74	15 / 17	Q4
1Y	-4.70%	-2.39%	-2.31	12 / 16	Q3
2Y	-3.96%	+0.29%	-4.24	12 / 14	Q4
3Y	+5.79%	+10.11%	-4.33	11 / 12	Q4
4Y	+4.61%	+9.90%	-5.30	12 / 12	Q4
5Y	+2.93%	+8.33%	-5.40	11 / 11	Q4
7Y	+6.25%	+10.09%	-3.84	7 / 7	Q4
10Y	+7.19%	+10.48%	-3.30	3 / 3	Q4
Inception	+10.04%	+8.62%	+1.42	8 / 17	Q2

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	-11.98%	-6.24%	-5.74	15 / 17
2025	+0.62%	-1.18%	+1.81	9 / 16
2024	+15.25%	+19.96%	-4.71	11 / 12
2023	+8.15%	+22.10%	-13.94	12 / 12
2022	-9.54%	-5.07%	-4.47	11 / 12
2021	+27.01%	+35.83%	-8.82	10 / 11
2020	+12.77%	+13.27%	-0.50	6 / 10
2019	+14.69%	+11.21%	+3.48	2 / 6
2018	-13.05%	-10.78%	-2.27	4 / 4
2017	+35.35%	+32.47%	+2.88	2 / 4
2016	-5.84%	+5.83%	-11.66	3 / 3

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

+12.56%

182 windows

min -30.5% · max 91.2%

62% positive

3-Year rolling

+11.90%

158 windows

min -10.3% · max 31.6%

96% positive

5-Year rolling

+11.78%

133 windows

min -2.6% · max 22.0%

99% positive

7-Year rolling

+11.02%

109 windows

min 5.5% · max 17.7%

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

15.83%

3-year · annualised

Sharpe ratio

0.03

vs risk-free 6.5%

Sortino ratio

0.04

Downside-only deviation

Max drawdown

-25.88%

Sep 2024 → Mar 2026

% positive months

69.4%

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 - IDCW Payout/Reinvestment	Motilal Oswal	₹24.7839	3 Jun 2026
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹32.8690	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular IDCW	HSBC	₹19.8946	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option	Baroda BNP Paribas	₹17.3840	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - IDCW Option	PGIM India	₹10.9600	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - IDCW	Axis	₹19.2100	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- IDCW	Bajaj Finserv	₹11.7760	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹10.7300	3 Jun 2026
ITI Large & Midcap Fund - Regular Plan - IDCW Option	ITI	₹9.2800	3 Jun 2026
JM Large & Mid Cap Fund (Regular) - IDCW		₹9.9095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹45.9140
2 Jun 2026	₹46.1160
1 Jun 2026	₹45.9540
29 May 2026	₹46.3490
27 May 2026	₹47.0200
26 May 2026	₹47.0170
25 May 2026	₹47.0920
22 May 2026	₹46.6190
21 May 2026	₹46.4890
20 May 2026	₹46.3960

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 03 Jun 2026, the NAV of Mirae Asset Large & Midcap Fund - Regular Plan - IDCW is ₹45.9140. It's a Large & Mid Cap Fund from Mirae Asset, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Mirae Asset Large & Midcap Fund - Regular Plan - IDCW has NAV history starting from 12 Jul 2010, a track record of about 15 years 10 months. 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 - IDCW 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 - IDCW has delivered a absolute return of -4.70% — -2.31 pp behind the Large & Mid Cap Fund category average of -2.39%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Mirae Asset Large & Midcap Fund - Regular Plan - IDCW has delivered a CAGR of 5.79% — -4.33 pp behind the Large & Mid Cap Fund category average of 10.11%. The fund ranks #11 of 12 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mirae Asset Large & Midcap Fund - Regular Plan - IDCW has delivered a CAGR of 2.93% — -5.4 pp behind the Large & Mid Cap Fund category average of 8.33%. The fund ranks #11 of 11 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mirae Asset Large & Midcap Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹200,199 today — a multiplier of 2.00×, based on the 10-year CAGR of 7.19%. The category average over the same window would have grown ₹1 lakh to ₹271,037.

A ₹10,000 monthly SIP in Mirae Asset Large & Midcap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹621,197 today. That's an XIRR (money-weighted annualised return) of 1.37%.

A ₹10,000 monthly SIP for 10 years in Mirae Asset Large & Midcap Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,591,962 (multiplier 1.33×). XIRR: 5.51%. 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 - IDCW ranks #11 out of 11 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 8.33%; this fund delivered 2.93%.

The worst peak-to-trough decline Mirae Asset Large & Midcap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 26.82% — its NAV fell from a high on 18 Oct 2021 to a low on 28 Mar 2023. 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 - IDCW averaged 11.78% (best 22.02%, worst -2.62%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.14 — negative risk-adjusted performance.

In calendar year 2025, Mirae Asset Large & Midcap Fund - Regular Plan - IDCW returned 0.62% — beating the Large & Mid Cap Fund category average of -1.18% by 1.81 pp. It ranked #9 of 16 in its category that year.

Mirae Asset Large & Midcap Fund - Regular Plan - IDCW 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 - IDCW 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: 26.8%. 5-year CAGR: 2.93%.

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