Mirae Asset Large Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Mirae Asset Large Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Cap
AUM
₹45,811 Cr
Expense Ratio
0.85%
Fund Manager
Neelesh Surana & Harshad Borawake
Mirae Asset Large Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 7.6% CAGR | 5 Years @ 7.1% CAGR | 10 Years @ 12.4% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹40,573 Invested: ₹36,000 | ₹72,184 Invested: ₹60,000 | ₹2,37,810 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,01,432 Invested: ₹90,000 | ₹1,80,460 Invested: ₹1,50,000 | ₹5,94,526 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,02,865 Invested: ₹1,80,000 | ₹3,60,920 Invested: ₹3,00,000 | ₹11,89,052 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,05,729 Invested: ₹3,60,000 | ₹7,21,839 Invested: ₹6,00,000 | ₹23,78,103 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,14,323 Invested: ₹9,00,000 | ₹18,04,598 Invested: ₹15,00,000 | ₹59,45,258 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (7.64%), 5-year (7.09%), and 10-year (12.39%) performance data. Actual mutual fund returns fluctuate with market NAV.
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
7.64%
5-Year CAGR
7.09%
10-Year CAGR
12.39%
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 September 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.
More Funds from Mirae Asset & Similar Schemes
Similar Funds to Consider
- ICICI Pru Bluechip Fund
- Axis Bluechip Fund
- Canara Robeco Bluechip Equity 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 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 is the historical SIP return of Mirae Asset Large Cap?
Based on the latest data, Mirae Asset Large Cap has delivered an annualized return (CAGR) of 7.64% over 3 years, 7.09% over 5 years, and 12.39% over 10 years. Max drawdown -34% in March 2020. Recovered in 10 months.
How is Mirae Asset Large Cap 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 Cap generate over 5 years?
At an estimated annual return rate of 7.09%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹3,60,920 in 5 years, yielding an estimated wealth gain of ₹60,920. Use our interactive calculator above to test custom amounts with actual historical NAV data.
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%.
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.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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