Top large and mid cap SIP mutual funds: No. 1 fund has nearly doubled investment value in 3 years
The large and mid cap category has given 44.88 per cent annual returns in the one year, 21.72 per cent in the three years, and 21.11 per cent in the five years, as per Value Research data. The fund offers stability of large caps and high returns of mid caps.
Top Large and Mid Cap SIP Mutual Funds: Association of Mutual Funds in India (AMFI) keeps all equity mutual funds in the high-risk category. But within equity funds, investors who want low risk invest in large-cap funds, while people seeking high returns prefer small-caps, which carry the highest risk of large-, mid- and small-cap mutual funds. Investors seeking returns higher than large caps and less risk than small caps invest in mid-cap stocks. But what if you want the returns of mid caps and the stability of large caps in a single mutual fund category? For such investors, large and mid cap mutual fund category can be a good choice.
The large and mid cap category has given 44.88 per cent annual returns in the one year, 21.72 per cent in the three years, and 21.11 per cent in the five years, as per Value Research data.
Here's a list of the top large and mid cap SIP mutual funds that have given the highest returns in the one year, and what Rs 10,000 and Rs 20,000 monthly SIPs in each funds have given.
Quant Large and Mid Cap Fund - Direct Plan
The fund at the top has given annualised 39.71 per cent SIP turns (XIRR) in the three-year period.
It has assets under management (AUM) of Rs 2,955 crore, while its net asset value (NAV) is worth Rs 138.0364.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given a 21.64 per cent return since its launch in January 2013.
The fund has a minimum lump sum investment of Rs 5,000, while its minimum SIP investment is Rs 1,000.
It has an expense ratio of 0.66 per cent.
The fund has 97.72 per cent of its investments in equities with 37.58 per cent of them in large caps.
In a 31-stock portfolio, the fund has Reliance Industries Limited, BHEL, Adani Power, Jio Financial Services, and Aurobindo Pharma as its main stocks.
A Rs 10,000 monthly SIP in the fund has given Rs 6,27,678 in the three years.
A Rs 20,000 monthly SIP in the fund, on the other hand, has given Rs 12,55,355 in the same time period.
Bandhan Core Equity Fund - Direct Plan
The fund has given per cent annual SIP returns in the three-year time frame.
It has an AUM of Rs 4,681 crore, while its NAV is worth Rs 145.4380.
The fund has an expense ratio of 0.74 per cent, while the minimum SIP and lump sum investments in the fund are Rs 100 and Rs 1,000, respectively.
The fund has 89.81 per cent of its investments in equities while 24.55 per cent of them are in large caps and 34.71 per cent in mid caps.
The fund has a large number of stocks in its portfolio, at 106.
The main stocks in its portfolio are ICICI Bank, HDFC Bank, RIL, Infosys, and Larsen & Toubro .
A Rs 10,000 monthly SIP in the fund has grown to Rs 6,03,070 in the three years.
A Rs 20,000 monthly SIP, meanwhile, has become Rs 12.06 lakh in the same time period.
Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 36.74 per cent annual SIP investment in 3 years.
It has an AUM of Rs 4,293 crore, while its NAV price is Rs 31.9456.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has an expense ratio of 0.60 per cent.
The fund has given a 27.95 per cent annual return since its launch in October 2019.
The minimum SIP and lump sum investments in the fund are Rs 500 each.
The fund has 98.50 per cent of its investments in equities with 20.21 per cent in large cap and 52.89 per cent in mid caps.
In a small portfolio of 29 stocks, the fund's main stocks are Zomato, Prestige Estates, Trent, Kalyan Jewellers, and Jio Financial.
A Rs 10,000 monthly SIP in the fund has given a total of Rs 6,04,167 in the three years.
A Rs 20,000 monthly SIP in the fund has given Rs 12,08,333 in the same time frame.
HDFC Large and Mid Cap Fund - Direct Plan
The fund from HDFC Mutual Fund has given a 33.12 per cent annual SIP return in the three-year period.
The fund has an AUM of Rs 19,454 crore, while its NAV is worth Rs 342.8570.
The fund's benchmark is NIFTY Large Midcap 250 TRI and it has given 15.26 per cent annual returns since its inception in January 2013.
The minimum lump sum and SIP investment in the fund are Rs 100 each.
The fund has 97.06 per cent of its investments in equity with 24.35 per cent in large caps and 35.58 per cent in mid-cap stocks.
In a large portfolio of 186 stocks, the fund has HDFC Bank, ICICI Bank, IndusInd Bank, Axis Bank, and SBI as its main stocks.
A Rs 10,000 monthly SIP in the fund has given a total of Rs 5,76,321 in the three years.
In the time period, a Rs 20,000 monthly SIP in the fund has given Rs 11,52,642.
Kotak Equity Opportunities Fund - Direct Plan
The fund has given a 32.15 per cent return in the three years.
The fund has an AUM of Rs 22,329 crore, while its NAV is worth Rs 379.6210.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has an expense ratio of 0.52 per cent.
It has given a 19.03 per cent return since its inception.
The minimum SIP and lump sum investments in the fund are Rs 100 each.
The fund has 99.18 per cent of its investments in equities with 27.98 per cent in large caps and 33.00 per cent in mid caps.
In its portfolio of 66 stocks, it has SBI, BEL, Maruti Suzuki, HDFC Bank, and Bharat Forge as its main stocks.
A monthly SIP of Rs 10,000 in the fund has given Rs 5,69,039 in the three years.
A monthly SIP of Rs 20,000 in the same fund, meanwhile, has given a total of Rs 11,38,078 in the same time period.
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