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%

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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 03-07-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	10,817.44	1.73	14.64	33.83	29.69	-	23.56
ICICI Prudential Large & Mid Cap Fund - Growth	09-07-1998	21,638.71	1.66	8.25	25.79	28.78	15.66	18.62
HDFC Large and Mid Cap Fund - Growth Option	18-02-1994	25,406.77	1.65	4.16	26.21	28.34	14.19	11.94
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	09-08-2005	9,096.29	1.74	5.21	28.89	28.01	15.26	13.91
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	4,543.84	1.89	6.53	26.69	27.71	13.93	13.87
Nippon India Vision Fund-Growth Plan-Growth Option	05-10-1995	5,895.56	1.93	5.27	25.99	26.29	12.69	18.28
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	7,268.94	1.79	13.77	30.31	25.9	15.53	13.81
SBI Large & MIDCap Fund- Regular Plan -Growth	28-02-1993	31,288.86	1.59	6.94	23.29	25.8	14.58	17.7
Sundaram Large and Midcap Fund Regular Plan - Growth	10-02-2007	6,672.18	1.82	5.51	25.09	25.49	15.55	15.1
Quant Large & Mid Cap Fund - Growth Option	11-12-2006	3,759.42	1.88	-8.15	23.92	25.08	16.72	14.1
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth	30-12-2019	2,629.77	1.93	1.38	21.92	24.91	-	20.26
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	14-06-2007	3,914.37	1.86	4.43	23.45	24.63	14.39	12.8
DSP Large & Mid Cap Fund - Regular Plan - Growth	16-05-2000	15,009.25	0.0	3.72	25.29	24.46	15.36	17.87
Franklin India Equity Advantage Fund - Growth Plan	05-03-2005	3,491.04	2.02	7.94	20.69	24.32	11.91	15.71
Kotak Large & Midcap Fund - Growth-Regular	05-09-2004	27,049.37	1.59	2.34	24.34	24.19	15.14	18.52
HSBC Large & Mid Cap Fund - Regular Growth	03-03-2019	4,173.58	1.92	0.99	24.49	24.14	-	17.18
Axis Large & Mid Cap Fund - Regular Plan - Growth	10-10-2018	14,344.49	1.68	5.82	22.57	23.81	-	19.47
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	05-03-2005	25,097.26	1.61	5.52	21.74	23.79	15.79	17.4
BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth	21-10-2008	398.93	2.48	-0.78	23.03	23.42	13.06	14.6
Mirae Asset Large and Midcap Fund - Regular Plan - Growth	02-07-2010	39,464.06	1.53	3.25	20.26	23.35	17.4	19.88
LIC MF Large & Mid Cap Fund-Regular Plan-Growth	05-02-2015	3,056.32	1.91	1.55	21.55	23.04	14.65	14.13
BANK OF INDIA Large & Mid Cap Equity Fund Regular Plan- Growth	21-10-2008	398.93	2.48	-1.5	22.26	22.72	12.31	13.96
Union Large & Midcap Fund - Regular Plan - Growth Option	06-12-2019	865.62	2.27	1.74	20.38	22.21	-	18.48
Tata Large & Mid Cap Fund- Regular Plan - Growth Option	31-03-1993	8,546.45	1.75	1.62	20.79	22.14	13.5	12.96
Navi Large & Midcap Fund- Regular Plan- Growth Option	07-12-2015	314.42	2.26	1.33	18.04	21.5	-	14.23
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	24-02-1995	5,739.06	1.92	1.82	19.19	19.96	11.76	16.26
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	04-09-2020	1,581.25	2.11	3.23	23.92	-	-	23.29
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	22-12-2023	1,674.15	2.04	7.72	-	-	-	19.64
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	12-02-2024	680.73	2.31	7.59	-	-	-	17.21
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	27-02-2024	1,979.69	2.02	4.8	-	-	-	17.37
ITI LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH	11-09-2024	866.87	2.15	-	-	-	-	-1.53
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	30-10-2024	318.06	2.38	-	-	-	-	6.78
Samco Large & Mid Cap Fund - Regular Plan - Growth Option	30-06-2025	0	0.0	-	-	-	-	-1.67
Equity: Large and Mid Cap	-	-	-	5.0	23.9	24.94	14.49	15.37
NIFTY LARGE MIDCAP 250 TRI	-	-	-	5.33	24.76	26.38	15.95	16.31

Trailing Return of Funds

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