Choice Large & Mid Cap Fund
Choice Mutual Fund · Large & Mid Cap · Regular plan, growth option
NAV (₹), 6 Nov 2026
10.0213
1-day change
n/a
1Y return
n/a
3Y CAGR
n/a
5Y CAGR
n/a
Max drawdown, 5Y
n/a
Returns vs Large & Mid Cap median (37 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | n/a | 3.7% |
| 3 months | n/a | -1.4% |
| 6 months | n/a | 3.0% |
| Year to date | n/a | 0.7% |
| 1 year | n/a | 1.7% |
| 3 years (CAGR) | n/a | 13.1% |
| 5 years (CAGR) | n/a | 10.8% |
| 7 years (CAGR) | n/a | 15.8% |
| 10 years (CAGR) | n/a | 13.7% |
| Since first NAV (CAGR) | n/a | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 10.6% |
| 3Y rolling median | n/a | 15.4% |
| 3Y rolling worst | n/a | -6.5% |
| 3Y periods positive | n/a | 96% |
| 3Y periods ahead of benchmark | n/a | 29% |
| 5Y rolling median | n/a | 14.7% |
| 5Y rolling worst | n/a | -0.4% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: Nifty LargeMidcap 250 (proxy: Edelweiss NIFTY Large Midcap 250 Index Fund, price return).
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 16.0% |
| Sharpe ratio | n/a | 0.29 |
| Sortino ratio | n/a | 0.42 |
| Beta | n/a | 0.96 |
| Alpha (ann.) | n/a | 0.5% |
| Upside capture | n/a | 99.77 |
| Downside capture | n/a | 99.53 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | n/a | −37.2% |
| Maximum drawdown, last 10Y | n/a | −37.8% |
| Maximum drawdown, last 5Y | n/a | −19.7% |
| Current drawdown | n/a | −2.9% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Rochan Pattnayak | Primary | n/a |
Objective: 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.
Stated asset allocation: 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%
Benchmark (tier 1): The performance of the scheme will be benchmarked to Nifty Large Midcap 250 Total Return Index
Exit load: Where units are redeemed / switched out before 365 days from the date of allotment: 1%,Where units are redeemed / switched-out after 365 days from the date of allotment — no exit load is payable, No load shall be levied on switches between plans/options and sub-options of the Scheme.
Minimum application: Initial investment (including switch-ins) - Rs. 1000/-
Allotment date: 5 Nov 2026
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Scheme facts
AMC: Choice Mutual Fund
Category: Large & Mid Cap
Plan / option: Regular · Growth
AMFI scheme code: 154840
ISIN: INF2KCX01111
First NAV in MFIC data: 6 Nov 2026
History: 0.0 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Changes and data adjustments
- 6 Nov 2026: New scheme
Questions about Choice Large & Mid Cap Fund
- What is the latest NAV of Choice Large & Mid Cap Fund?
- The NAV of the Regular plan (growth option) was ₹10.0213 on 6 Nov 2026, as published by AMFI.
- Which category is Choice Large & Mid Cap Fund in?
- It is classified as Large & Mid Cap in AMFI's daily NAV file; a Large & Mid Cap scheme invests at least 35% each in large-cap and mid-cap stocks. MFIC compares it with 37 Large & Mid Cap schemes (Regular plans).
- Who manages Choice Large & Mid Cap Fund?
- According to its Scheme Summary Document, Choice Large & Mid Cap Fund is managed by Rochan Pattnayak.
- What is the exit load of Choice Large & Mid Cap Fund?
- As stated in its scheme documents: Where units are redeemed / switched out before 365 days from the date of allotment: 1%,Where units are redeemed / switched-out after 365 days from the date of allotment — no exit load is payable, No load shall be levied on switches between plans/options and sub-options of the Scheme. Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Choice Large & Mid Cap Fund?
- The minimum application amount is Initial investment (including switch-ins) - Rs. 1000/-. SIP details: For SIP - Daily - Rs.250/- , Weekly - Rs.250/- , Fortnightly - Rs.500/- , Monthly - Rs.500/- , Quarterly - Rs.1,000/- , Semi Annually - Rs.5,000/- , Annually - Rs.5,000/- & Chhoti SIP (Monthly) - Rs.250/- For SWP - Weekly - Rs.500/-, Monthly - Rs.500/-, Quarterly- Rs.500/-, Semi-Annual & Annual- Rs.5000/- For STP - Daily - Rs.500/-, Weekly - Rs.1,000/-, Fortnightly - Rs.1,000/-, Monthly- Rs.1,000/- & Quarterly - - Rs.1,000/-.
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 6 Nov 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.