Sushil Bajaj |
📅 Last Updated on: November 28, 2025
Mirae Asset Large & Midcap Fund (earlier known as Mirae Asset Emerging Bluechip Fund) is an open-ended equity scheme that invests in a mix of large-cap and mid-cap companies. The fund aims to create long-term wealth by balancing stability from large caps and high growth potential from mid caps.
A Large and Mid Cap Fund is a SEBI-defined equity mutual fund category that must mandatorily invest in:
As per SEBI’s market-cap classification, large caps represent the top 100 companies in India by full market capitalization, while mid caps represent 101 to 250. AMFI updates this list every six months, and the fund is required to rebalance within one month of the update.
| Parameter | Details |
|---|---|
| Scheme Name | Mirae Asset Large & Midcap Fund |
| Category | Large & Mid Cap Fund |
| Type | Open-ended equity scheme investing in both large & mid cap stocks |
| Investment Objective | Generate income & capital appreciation by investing primarily in large & mid cap equities |
| Benchmark | Nifty Large Midcap 250 TRI |
| Fund Managers | Neelesh Surana & Ankit Jain |
| Minimum Investment | ₹5,000 (Lumpsum) / ₹99 (SIP) |
| Exit Load | 1% if redeemed within 1 year; Nil after 1 year |
| Inception | July 9, 2010 |
The fund aims “to generate income and capital appreciation” by investing primarily in equities of large and mid-cap companies, with flexibility to invest across other Indian equities to optimize portfolio construction. There is no return guarantee.
Benchmark: NIFTY Large-Midcap 250 TRI
Represents:
Measures performance of the top 250 companies across both segments.
The fund follows a top-down + bottom-up approach, considering:
For updated detailed Performance data and key informations as on December 5, 2025
Visit Mirae Asset Large & Mid Cap Fund Performance Page
Investment in a basket of
stocks across sectors
Investors can easily enter and exit the scheme
Managed by professional fund managers with years of experience in the field
Lower taxation relative to other asset classes
Delivers inflation beating returns
1. Balanced Exposure
Combines the stability of large-cap stocks and the
aggressive growth of mid-cap stocks.
2. Research-Driven Portfolio
Invests in companies based on in-depth analysis of financial strength,
management quality & long-term earnings potential.
3. Diversification Across Sectors
Invests across sectors to reduce concentration risk
(details available on the factsheet).
4. Experienced Fund Managers
Managed by:
Neelesh Surana (32+ years experience)
Ankit Jain (12+ years experience)
Top sector & company portfolios can be accessed through:
| This fund is suitable for: |
|---|
| Individuals willing to handle market volatility |
| Long-term investors (5+ years horizon) |
| Investors looking for blended exposure (large + mid cap) |
| Investors seeking a professionally managed diversified portfolio |
| SIP investors targeting wealth creation |
Not ideal for extremely conservative investors or those with a short investment horizon.
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 365 day: NIL after 1 year
Taxation:
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| Investor Pain Point | How This Fund Addresses It |
|---|---|
| High volatility in mid caps | Balanced allocation with 35–65% large caps reduces volatility. |
| Concentration risk | Large diversified portfolio reduces stock-specific impact. |
| Timing the market | Encourages long-term, SIP-based investing for smoother returns. |
| Poor risk management | Uses derivatives for hedging & applies disciplined investment rules. |
| Liquidity concerns | Fund invests in high-volume, quality companies. |
A1: Yes — it is an equity scheme. Riskometer category is “High”.
A2: ₹99 per month.
A3: Yes – up to 25% of its net assets.
A4: NIFTY Large-Midcap 250 TRI.
A5: No. Recommended for long-term goals (5–10 years).
Mirae Asset Large & Midcap Fund is a well-managed, diversified equity scheme suitable for investors seeking long-term wealth creation with a balance of stability and growth. With experienced fund managers, a strong track record, and a disciplined investment approach, it remains one of the preferred choices in the large and mid cap category. However, investors should be aware of the inherent volatility of mid caps and invest with a long-term perspective.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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