Aeterna Wealth

DSP Large & Mid Cap Fund vs Mirae Asset Large & Midcap Fund

Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 13.5% for Mirae Asset Large & Midcap Fund (Direct plans). DSP Large & Mid Cap Fund was the more consistent: ahead of its index in 75% of rolling 3-year periods, against 2%. In falling months, DSP Large & Mid Cap Fund fell less: 92% of the index's fall, against 102%. They hold 29 stocks in common; the portfolio overlap is 43%. Data as of 12 Nov 2026.

DSP Large & Mid Cap FundMirae Asset Large & Midcap Fund
CategoryLarge & Mid CapLarge & Mid Cap
Fund houseDSP Mutual FundMirae Asset Mutual Fund
BenchmarkNifty Largemidcap 250 TRINifty Largemidcap 250 TRI
Age13.9 years13.9 years
AUM on 30 Oct 2026₹21,825 cr₹42,340 cr
Direct plan
RatingBB
Expense ratio0.80%0.85%
1Y return0.3%2.4%
3Y return (a year)14.9%13.5%
5Y return (a year)12.2%10.4%
3Y vs index+1.6%+0.2%
Rating score, rank38 · #19 of 2643 · #16 of 26
Regular plan
RatingCB
Expense ratio1.84%1.75%
1Y return-0.7%1.5%
3Y return (a year)13.7%12.4%
5Y return (a year)11.1%9.3%
3Y vs index+0.4%-0.9%
Rating score, rank40 · #20 of 2644 · #15 of 26
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods75%2%
Deepest fall, 3Y-16.9%-19.5%
Volatility, 3Y14.6%15.2%
Max fall, 5Y-18.1%-19.5%
Down capture, 3Y92102
Stocks held7180
Top 10 holdings37%34%
Large / mid / small caps57 / 37 / 3%52 / 35 / 11%
Largest sectorBanksBanks

Common questions

DSP Large & Mid Cap Fund or Mirae Asset Large & Midcap Fund: which is better?

On our track-record ratings (Direct plans), DSP Large & Mid Cap Fund is rated B and Mirae Asset Large & Midcap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

DSP Large & Mid Cap Fund or Mirae Asset Large & Midcap Fund: which has done better?

Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 13.5% for Mirae Asset Large & Midcap Fund (Direct plans).

How much do DSP Large & Mid Cap Fund and Mirae Asset Large & Midcap Fund overlap?

They hold 29 stocks in common; the portfolio overlap is 43%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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