Mirae Asset Large & Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for Mirae Asset Large & Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large & Mid Cap
AUM
₹37 Cr
Expense Ratio
0.39%
Fund Manager
Neelesh Surana
Mirae Asset Large & Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 10.7% CAGR | 5 Years @ 9.9% CAGR | 10 Years @ 15.8% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹42,620 Invested: ₹36,000 | ₹77,849 Invested: ₹60,000 | ₹2,93,533 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,06,549 Invested: ₹90,000 | ₹1,94,622 Invested: ₹1,50,000 | ₹7,33,833 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,13,098 Invested: ₹1,80,000 | ₹3,89,244 Invested: ₹3,00,000 | ₹14,67,666 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,26,197 Invested: ₹3,60,000 | ₹7,78,487 Invested: ₹6,00,000 | ₹29,35,333 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,65,492 Invested: ₹9,00,000 | ₹19,46,218 Invested: ₹15,00,000 | ₹73,38,332 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (10.72%), 5-year (9.89%), and 10-year (15.84%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Mirae Asset Large & Midcap Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Mirae Asset Large & Midcap Fund is a high-performing scheme in the Large & Mid Cap category, managed by Neelesh Surana and benchmarked against NIFTY Large Midcap 250 TRI. Featuring an Asset Under Management (AUM) of ₹45,275 crore and an expense ratio of 0.86% (Direct), the fund offers investors disciplined exposure to quality growth assets.
Who Should Invest
This scheme is designed for investors with a long-term investment horizon (5+ years) looking for optimal capital appreciation in large & mid cap. It is well-suited for portfolio growth and long-term financial goals through systematic investments (SIP).
Key Strengths
- Disciplined Portfolio Management: Overseen by Neelesh Surana following strict valuation and growth metrics.
- Strong Category Leadership: Recognized for consistent performance with a 3-Year CAGR of 21.4%.
- Low Expense Ratio: Direct plan pricing of 0.86% (Direct) enhances net returns over long compounding periods.
Risks to Consider
- Market Fluctuations: Short-term NAV movements are influenced by broader economic and stock market developments.
- Category Specifics: Investors should align their risk appetite with the fund’s large & mid cap mandate.
Performance Context
Mirae Asset Large & Midcap Fund has demonstrated strategic agility through past market cycles, delivering a robust 3-year return of 21.4%.
Use Our SIP Calculator with This Fund
To project returns for Mirae Asset Large & Midcap Fund using actual historical NAV data, launch our interactive SIP Calculator.
About Mirae Asset Large & Midcap Fund
Formerly Mirae Asset Emerging Bluechip, one of India's most celebrated large & mid-cap mutual funds.
Investment Strategy
Disciplined growth-at-reasonable-price (GARP) strategy managed by Neelesh Surana across market caps.
Key Facts
- Flagship ₹45,000+ Cr fund managed by Neelesh Surana
- Expense ratio: 0.86% (Direct)
- Benchmark: NIFTY Large Midcap 250 TRI
Historical Returns
3-Year CAGR
10.72%
5-Year CAGR
9.89%
10-Year CAGR
15.84%
Benchmark
NIFTY Large Midcap 250 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Mirae Asset Large & Midcap's portfolio includes:
Top 5 Holdings
- HDFC Bank
- ICICI Bank
- Infosys
- Larsen & Toubro
- Axis Bank
Sector Allocation
Who Is This Fund Suitable For?
Suitable for long-term investors seeking core portfolio compounding with low volatility.
More Funds from Mirae Asset & Similar Schemes
Similar Funds to Consider
- Invesco India Large & Mid Cap Fund
- HDFC Large and Mid Cap Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Mirae Asset Large & Midcap Investors
- FIRE Calculator — Plan your retirement corpus with Mirae Asset Large & Midcap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Mirae Asset Large & Midcap could cost you
- SIP vs EMI Calculator — Compare investing in Mirae Asset Large & Midcap vs paying off loans
Frequently Asked Questions About Mirae Asset Large & Midcap
What is the historical SIP return of Mirae Asset Large & Midcap?
Based on the latest data, Mirae Asset Large & Midcap has delivered an annualized return (CAGR) of 10.72% over 3 years, 9.89% over 5 years, and 15.84% over 10 years. Past performance does not guarantee future results.
How is Mirae Asset Large & Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Mirae Asset Large & Midcap generate over 5 years?
At an estimated annual return rate of 9.89%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹3,89,244 in 5 years, yielding an estimated wealth gain of ₹89,244. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Mirae Asset Large & Midcap?
Mirae Asset Large & Midcap's top holdings include HDFC Bank, ICICI Bank, Infosys, and Larsen & Toubro. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Mirae Asset Large & Midcap?
Mirae Asset Large & Midcap is a Large & Mid Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Mirae Asset Large & Midcap?
Gains from Mirae Asset Large & Midcap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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