Mirae Asset Large & Midcap Fund

December 26, 2025 RA Jainee Leave a reply

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Mirae Asset Large & Midcap Fund

⚖️ Sahifund Review – Mirae Asset Large & Midcap Fund 

PLUS: Stability | Track Record | Cost Efficiency 

This fund has built a strong long-term track record, delivering nearly 19–20% CAGR over 3–5 years and an impressive 18%+ return over 10 years, reflecting disciplined portfolio construction. Its balanced allocation between large and midcaps provides growth potential along with relative stability across market cycles. The low expense ratio of 0.57% enhances compounding over time, while a well-diversified portfolio of 80+ stocks helps reduce single-stock risk. The fund management team has demonstrated consistency in navigating volatile phases. 

MINUS: Large AUM | Partial Large-Cap Bias | Momentum Lag 

With a sizeable AUM of over Rs. 43,000 crore, swift portfolio churn becomes difficult, especially in fast-moving markets. Despite the midcap tag, the fund still carries a meaningful large-cap tilt, which may limit upside during sharp midcap rallies. High portfolio turnover also indicates active repositioning, which can lead to short-term performance swings and occasional lag in momentum-driven phases. 

Sahifund View (Decisive Line): 
Best suited for investors with a 5+ year horizon seeking a blend of stability and growth, this fund works well as a core allocation—but not for those chasing aggressive short-term momentum. 

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors? 
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. 
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes. 
Like for all equity funds, you must invest only through the SIP route. 

Fund’s Investment Strategy: 
To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of large cap and midcap companies at the time of investment. 

Fund Manager: 

1) Ankit Jain 
Education: Mr. Jain is a B.Tech (ICT) and MBA (Finance). 
Experience: Prior to joining Mirae Asset Mutual Fund (Sep. 7, 2015) as a Research Analyst he was associated with Equirus Securities Pvt Ltd. and Infosys Ltd. He has more than 5 years of professional experience and his primary responsibility includes Investment Analysis and Fund Management. 
2) Neelesh Surana 
Education: Mr. Surana is B.E (Mechanical) and MBA in Finance. 
Experience: Prior to joining Mirae Asset AMC he has worked with ASK Investment Managers Pvt Ltd.