1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

Continue

2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Large and Mid Cap				Retuns as on 23-03-2026 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
Motilal Oswal Large and MidCap Reg Gr	01-10-2019	15,008.08	1.69	2.62	21.44	17.63	-	18.15
ICICI Pru Large & MidCap Gr	09-07-1998	28,484.43	1.61	0.02	17.82	17.41	15.29	17.73
Bandhan Large & Mid Cap Reg Gr	09-08-2005	14,746.6	1.68	1.15	20.36	16.71	15.32	12.94
SBI Large & MidCap Reg Gr	28-02-1993	38,745.59	1.55	6.03	16.55	15.95	15.17	16.78
UTI Large & Mid Cap Fund Reg Gr	01-08-2005	5,720.6	1.83	0.64	19.06	15.84	13.77	12.82
HDFC Large and Mid Cap Gr	18-02-1994	28,575.9	1.62	-2.79	16.41	15.31	13.98	11.18
Invesco India Large and Mid Cap Gr	09-08-2007	9,386.84	1.75	-0.09	20.55	14.77	14.93	12.32
Nippon India Vision Large & Midcap FundGROWTH PLANGr	05-10-1995	6,959.72	1.87	-1.49	17.59	14.42	12.42	17.37
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr	21-10-2008	455.53	2.48	2.55	15.77	14.07	13.12	13.48
Kotak Large & Midcap Fund Gr Reg	05-09-2004	30,701.7	1.57	1.14	15.9	14.05	14.95	17.34
DSP Large & Mid Cap Reg Gr	16-05-2000	17,640.8	1.66	-3.09	17.2	13.83	14.58	16.84
Quant Large & MidCap Gr	11-12-2006	3,106.78	1.97	-8.06	13.48	13.72	14.72	12.52
Axis Large & Mid Cap Fund Reg Gr	10-10-2018	15,727.84	1.68	3.25	18.3	13.72	-	16.25
HSBC Large and Mid Cap Gr	03-03-2019	4,704.94	1.89	3.22	17.54	13.49	-	13.74
BANK OF INDIA Large & Mid Cap Fund Reg Plan Gr	21-10-2008	455.53	2.48	1.81	14.97	13.41	12.38	12.83
Baroda BNP Paribas Large and MidCap Reg Gr	04-09-2020	1,726.4	2.09	-3.84	15.02	13.08	-	17.15
Edelweiss Large & MidCap Reg Gr	14-06-2007	4,485.08	1.84	-0.18	15.83	13.0	14.01	11.64
Mahindra Manulife Large & Mid Cap Fund Reg Gr	30-12-2019	2,730.19	1.94	-1.08	14.26	12.91	-	15.13
LIC MF Large & MidCap Reg Gr	05-02-2015	3,045.57	1.92	-5.31	14.97	12.0	14.06	11.7
Union Large & MidCap Reg Gr	06-12-2019	934.99	2.26	-1.16	13.71	11.89	-	14.15
Mirae Asset Large & Midcap Fund Reg Plan Gr	02-07-2010	42,940.24	1.51	0.82	14.31	11.72	16.54	18.12
Sundaram Large and MidCap Gr	10-02-2007	6,868.35	1.8	-2.23	13.79	11.72	14.03	13.23
CANARA ROBECO LARGE AND MID CAP FUND REG GR	05-03-2005	24,735.27	1.62	-7.32	12.96	11.19	14.66	15.84
Franklin India Large & Mid Cap Fund Gr Plan	05-03-2005	3,463.62	2.02	-2.02	13.77	11.14	11.04	14.36
Navi Large & MidCap Reg Gr	07-12-2015	306.88	2.26	-4.85	9.69	10.18	12.24	11.65
Tata Large & MidCap Reg Gr	31-03-1993	8,143.63	1.78	-10.85	8.42	9.33	11.85	11.96
ABSL Large & Mid Cap Fund Reg Gr	24-02-1995	5,761.05	1.9	-1.31	12.82	8.4	11.24	15.42
Whiteoak Capital Large & Mid Cap Reg Gr	22-12-2023	2,104.72	2.02	1.18	-	-	-	7.96
PGIM India Large and Mid Cap Reg Gr	12-02-2024	797.19	2.27	-4.04	-	-	-	3.64
Bajaj Finserv Large and Mid Cap Reg Gr	27-02-2024	2,324.11	1.99	-2.78	-	-	-	3.95
ITI LARGE & MIDCAP FUND Reg Gr	11-09-2024	747.29	2.22	-7.71	-	-	-	-12.32
Helios Large & Mid Cap Fund Reg Gr	30-10-2024	738.36	2.32	2.24	-	-	-	-2.28
Samco Large & Mid Cap Fund Reg Plan Gr	30-06-2025	126.32	2.39	-	-	-	-	-16.0
JM Large & Mid Cap Fund (Reg) Gr	04-07-2025	412.1	2.38	-	-	-	-	-10.46
Equity: Large and Mid Cap	-	-	-	-1.36	15.65	13.37	13.82	10.8
NIFTY LARGE MIDCAP 250 TRI	-	-	-	4.33	17.92	14.98	15.89	15.26

Details of	Contact Person	Address	Contact No	Email Id	Working Hours
Customer Care	Jayanthi Rajan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-7003093592	jayanthi@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Head of Customer Care	Tanmoy Chakraborty	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91 8334045675	tanmoy@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Compliance Officer	Reena Khetan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830355996	reena.k@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
CEO-cum-Director	Ambrish Agarwal	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830065985	ambrish@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM

Trailing Return of Funds

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