Choice Large & Mid Cap Fund - Growth - Regular Plan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +1.15% | +2.62% | -1.47% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments - Max 100%, Min - 70% (Large Cap Companies- Max -65%, Min - 35% & Mid Cap Companies- Max -65%, Min - 35%Other than Large Cap and Mid Cap Companies-Min -0%, Max - 30%),money market instruments and Gold and Silver Instruments- Min -0% &Max -30%,Units issued by InvITs - Min -0% &Max - 10% | Per Scheme Mandate |
Investment Objective & Strategy
The objective of the scheme is to generate long-term capital appreciation through a portfolio predominantly invested in equity and equity related instruments of large cap and mid cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing - (Not Available as of None). Positioned as Unknown relative to Large & Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large & Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund | 6.8 | +21.93% | 1.85% | 107.9% | Rs 13,819 cr | Compare → |
| Motilal Oswal Large and Midcap Fund | 6.9 | +19.85% | - | 118.5% | Rs 21,181 cr | Compare → |
| Bandhan Large & Mid Cap Fund | 6.5 | +16.72% | 2.25% | 94.7% | Rs 22,598 cr | Compare → |
| HSBC Large & Mid Cap Fund | 6.6 | +17.21% | 2.39% | 98.5% | Rs 6,258 cr | Compare → |
| UTI Large & Mid Cap Fund | 6.3 | +14.77% | 1.96% | 95.3% | Rs 6,682 cr | Compare → |
Frequently Asked Questions about Choice Large & Mid Cap Fund
What is the expense ratio of Choice Large & Mid Cap Fund?
Choice Large & Mid Cap Fund has a total expense ratio (TER) of 2.42% with a base expense ratio of 2.05%, compared to the Large & Mid Cap category median of 2.32%.
Who manages Choice Large & Mid Cap Fund?
Choice Large & Mid Cap Fund is managed by Rochan Pattnayak.
What are the historical returns of Choice Large & Mid Cap Fund?
Choice Large & Mid Cap Fund has a 1-year return of -.
How large is Choice Large & Mid Cap Fund?
AUM figures are currently not available.
How is Choice Large & Mid Cap Fund scored on MFIQ?
Choice Large & Mid Cap Fund has insufficient history to receive a composite MFIQ score.
How risky is Choice Large & Mid Cap Fund?
Choice Large & Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -.