Growth does not come in one size.
Why Large + Mid Cap?
35%+
Large caps
Established businesses. Scale. Market presence.
35%+
Mid caps
Growing businesses. Market share expansion. Room to scale.
UP TO 30%
Small caps and or other permitted instruments, as per the Scheme Information Document.
The 0–30 portion may be held in small caps and or other permitted instruments as per the Scheme Information Document; small cap exposure may range from nil to 30.
Why choose between established strength and emerging momentum?
The opportunity lies in understanding all three — and knowing where each belongs.
Established leaders
Scale that has already been built.
Large-cap businesses with established franchises, strong balance sheets and the potential to compound over time.
Fast-rising challengers
Growth that is still being built.
Mid-cap businesses that are expanding market share, revenues and cash flows.
Room to look ahead
Because tomorrow rarely announces itself.
Mid-cap businesses that are expanding market share, revenues, cash flows and returns on capital.
Research before narrative
The bigger picture
Of the market value of India’s top 500 companies sits in large and mid caps — even though they represent only half of the companies by count.
Source: AMFI average market capitalisation list, six months to 30 June 2026; Choice AMC calculations.
- #1–100
- #101–250
- #251–500
- #501–750
- #751 onwards
Source: AMFI average market capitalisation list, six months to 30 June 2026; Choice AMC calculations.
of the companies
of the market value
The NIFTY 500 universe is approximated by India’s top 500 companies. Actual index constituents and weights are free-float based and will differ.
Test
01Growth in the numbers
Does growth show up in the financials?
Rising sales, operating profits and cash flows — not growth that exists only in the narrative.
Test
02Growth backed by quality
Is the business growing well?
Returns, profitability, balance sheet strength and shareholder dilution.
Test
03Growth at a sensible price
What are we paying for that growth?
Valuation assessed within relevant peer groups.
Test
04Growth with discipline
Can conviction withstand risk controls?
Liquidity checks, position limits and the mandated 35% minimum allocation to both large and mid caps.
The Investment Philosophy
Find the growth.Test the growth.Price the growth.Own it with discipline.
Manufacturing
From capacity to capability.
Semiconductors & Electronics
From assembly towards components and design.
Data Centres & Digital Infrastructure
More data. More infrastructure. More possibility.
Clean-Energy Manufacturing
Building the supply chain behind the transition.
Aerospace, Defence & Space
From strategic capability to expanding opportunity.
Financial Services
As savings move closer to markets.
Healthcare
A growing economy needs a healthier foundation.
5+ year horizon
For investors with a long-term investment horizon.
Core equity exposure
For those seeking participation across established and growing businesses.
Very high risk
For investors who understand and can accept equity-market volatility.
Build, don’t bet
For investors comfortable investing progressively, including through SIPs.
The details behind the mandate.
Scheme TypeOpen-ended equity scheme
ObjectiveLong-term capital appreciation
BenchmarkNIFTY LargeMidcap 250 TRI
Minimum Investment[Approved SID/KIM]
Plans & Options[Approved SID/KIM]
Exit Load[Approved SID/KIM]
RiskVery High
Read it. Review it. Then decide.
The questions worth asking
before you invest.
Open-ended equity scheme investing in large-cap and mid-cap stocks.
At least 35% each in large-cap and mid-cap stocks, with up to 30% in small caps and other permitted instruments.
Because India's growth is being built across different stages
The fund is suited to investors with a long-term horizon of five years or more.
Very high risk: equity markets can be volatile, with small-cap investments potentially more volatile and less liquid.
