Mirae Asset Large Cap Fund — SIP Calculator
Calculate historical returns for Mirae Asset Large Cap using actual month-by-month NAV data. See real performance, not assumed returns.
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Large Cap
AUM
₹24,800+ crore
Expense Ratio
0.57-0.73% (Direct)
Fund Manager
Neelesh Surana & Harshad Borawake
Fund Overview
Mirae Asset Large Cap Fund is a large cap fund managed by Mirae Asset Mutual Fund, known for its growth-oriented approach to large cap investing. The fund invests in the top 100 companies by market capitalisation, with a focus on identifying quality businesses with sustainable earnings growth.
Mirae Asset has built a strong reputation in the Indian mutual fund industry, particularly for its research-driven approach and expertise in identifying growth companies early. This large cap fund benefits from the AMC’s broader research platform while maintaining a disciplined focus on large cap opportunities.
Who Should Invest
This fund suits investors seeking active large cap exposure with a growth tilt. It works well as a core portfolio holding for moderate-risk investors with a 5+ year horizon who believe in active fund management.
Investors who prefer index funds for lower costs or who want a more conservative large cap approach may find other options more suitable.
Key Strengths
- Mirae research platform — Known for strong equity research with a particular strength in identifying growth companies
- Growth-oriented approach — Focus on companies with sustainable earnings growth can generate superior long-term returns
- Consistent management — Stable fund management team with clear investment philosophy
- Competitive expense ratio — Efficient operations result in competitive expense ratios within the large cap category
Risks to Consider
- Growth style risk — Growth-oriented approach can underperform during value-led market phases
- Large cap limitation — Cannot invest in mid or small caps, potentially missing high-growth opportunities in smaller companies
- Active management risk — Performance depends on manager skill; may underperform index funds in certain market conditions
- Sector concentration — Growth focus may lead to concentration in specific sectors like IT or consumer
How It Compares
Within the large cap category, Mirae Asset Large Cap Fund has delivered competitive returns, particularly during growth-led market phases. Its performance tends to align with growth-oriented peers like Axis Bluechip during rallies but may differ during value rotations.
Versus index funds, this fund has the potential to outperform through active stock selection but also comes with higher expense ratios and the risk of underperformance.
Use Our SIP Calculator with This Fund
To see how a monthly SIP in Mirae Asset Large Cap Fund would have performed, use our SIP calculator. Compare returns against the Nifty 50 and other large cap funds using real NAV data.
About Mirae Asset Large Cap Fund
A diversified large cap fund investing in companies with strong fundamentals. Managed by one of India's most experienced equity fund management teams.
Investment Strategy
Growth at reasonable price (GARP) approach. Combines top-down macro analysis with bottom-up stock selection. Maintains well-diversified portfolio across sectors and market caps (up to 20% in mid/small cap).
Key Facts
- Can allocate up to 20% in mid and small cap stocks
- Managed by Mirae Asset's experienced equity team
- Consistent top-quartile category performer
- Benchmark: Nifty 100 TRI
Historical Returns
3-Year CAGR
16.1%
5-Year CAGR
17.5%
10-Year CAGR
14.8%
Benchmark
Nifty 100 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of August 2026, Mirae Asset Large Cap's portfolio includes:
Top 5 Holdings
- HDFC Bank
- ICICI Bank
- Reliance Industries
- Infosys
- Larsen & Toubro
Sector Allocation
Financials 30%, IT 16%, Industrial 12%, Energy 10%, Others 32%
Risk & Drawdowns
Moderate volatility. Can allocate up to 20% in mid/small caps for additional growth.
Max drawdown -34% in March 2020. Recovered in 10 months.
Tax Treatment
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Who Should NOT Invest in Mirae Asset Large Cap?
Investors seeking pure large cap exposure without mid/small cap allocation.
About the Fund Manager
Neelesh Surana (since 2007) and Harshad Borawake (since 2019). One of India's most experienced equity teams.
Who Is This Fund Suitable For?
Suitable for long-term investors seeking consistent large cap returns with occasional mid-cap kicker. Horizon of 5+ years.
How to Calculate Mirae Asset Large Cap SIP Returns
- Visit our SIP calculator page
- Search for "Mirae Asset Large Cap Fund" in the fund search box
- Enter your monthly SIP amount (e.g., ₹5,000 or ₹10,000)
- Choose your start and end dates
- Click Calculate to see the XIRR, total invested amount, and final portfolio value based on real NAV data
- Export the results as PDF, Excel, or share as an image
Similar Funds to Consider
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 Cap Investors
- FIRE Calculator — Plan your retirement corpus with Mirae Asset Large Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Mirae Asset Large Cap could cost you
- SIP vs EMI Calculator — Compare investing in Mirae Asset Large Cap vs paying off loans
Frequently Asked Questions About Mirae Asset Large Cap
What are the top holdings in Mirae Asset Large Cap?
Mirae Asset Large Cap's top holdings include HDFC Bank, ICICI Bank, Reliance Industries, and Infosys. The fund's sector allocation is Financials 30%, IT 16%, Industrial 12%, Energy 10%, Others 32%.
How has Mirae Asset Large Cap performed historically?
Mirae Asset Large Cap has delivered 16.1% over 3 years, 17.5% over 5 years, and 14.8% over 10 years (as of August 2026). Max drawdown -34% in March 2020. Recovered in 10 months.
What is the risk profile of Mirae Asset Large Cap?
Moderate volatility. Can allocate up to 20% in mid/small caps for additional growth. This fund may not be suitable for investors seeking pure large cap exposure without mid/small cap allocation..
What are the tax implications of investing in Mirae Asset Large Cap?
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Who manages Mirae Asset Large Cap?
Neelesh Surana (since 2007) and Harshad Borawake (since 2019). One of India's most experienced equity teams. The fund's benchmark is Nifty 100 TRI.
Data last updated: August 2026 | Fund data sourced from AMFI and BSE public APIs
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