Top 7 large and mid cap mutual funds with best SIP returns in 10 years: Rs 16,666 monthly SIP in No. 1 fund has converted into Rs 70 lakh
Top Large nd Mid Cap SIP Mutual Funds in 10 Years: The large and mid cap mutual fund category has given 45.54 per cent annualised return (CAGR) in 1 year, 21.28 per cent in 3 years, 24.30 per cent in 5 years, and 16.30 per cent in 10 years, as per Value Reserach data.
Top 7 Large and Mid Cap Mutual Funds With Best SIP Returns in 10 Years: Large and mid cap mutual funds invest their major portion of money in large and mid cap stocks. This gives investors the stability of large cap stocks and growth of mid cap stocks. As per Securities and Exchange Board of India (Sebi), large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks and 35 per cent in mid cap stocks. The large and mid cap mutual fund category has given 45.54 per cent annualised return (CAGR) in 1 year, 21.28 per cent in 3 years, 24.30 per cent in 5 years, and 16.30 per cent in 10 years. In this write-up, we will take you through the top 7 large and mid cap mutual funds that have given the highest annualised SIP returns (XIRR) in the 10-year time frame. W will also tell you how Rs 16,666 monthly SIP, or Rs 2 lakh investment per year, has turned into in the 10-year time frame in each fund.
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Quant Large and Mid Cap Fund - Direct Plan
The fund has given 23.57 per cent annualised SIP returns in the 10-year time frame. It has assets under management (AUM) of Rs 3,573 crore, while its net asset value is Rs 140.1035.
Quant Large and Mid Cap Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.47 per cent annualised return since its launch in January 2013.
A Rs 16,666 monthly SIP in the fund has turned into Rs 69,56,828 in 10 years.
Bandhan Core Equity Fund - Direct Plan
The fund has given 22.13 per cent annualised SIP returns in the 10-year period. It has an asset base of Rs 5,948 crore, while its NAV is Rs 157.7160.
Bandhan Core Equity Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.97 per cent annualised return since its launch in January 2013.
A Rs 16,666 monthly SIP in the fund has grown to Rs 64,34,727 in 10 years.
Mirae Asset Large & Midcap Fund - Direct Plan
The fund has given 21.89 per cent annualised SIP returns in the 10-year time frame. It has AUM of Rs 39,706 crore, while its NAV is Rs 172.1530.
Mirae Asset Large & Midcap Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 23.98 per cent annualised return since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund is worth Rs 63,54,531 in 10 years.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 21.2 per cent annualised SIP returns in 10 years. Its AUM is Rs 15,746 crore, while its NAV is Rs 1,096.7100.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.27 per cent annualised return since its launch in January 2013.
A Rs 16,666 monthly SIP in the fund has converted into Rs 61,21,457 in 10 years.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 20.9 per cent annualised SIP returns in the 10-year period. It has an asset base of Rs 6,014 crore, while its NAV is Rs 110.3200.
Invesco India Large & Mid Cap Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.48 per cent annualised return since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund has grown to Rs 60,21,208 in 10 years.
DSP Equity Opportunities Fund - Direct Plan
The fund has given 22.63 per cent annualised SIP returns in the 10-year time frame. It has AUM of Rs 5,948 crore, while its NAV is Rs 157.7160.
DSP Equity Opportunities Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.97 per cent annualised return since its launch in January 2013.
A Rs 16,666 monthly SIP in the fund has turned into Rs 64,34,727 in 10 years.
Kotak Equity Opportunities Fund - Direct Plan
The fund has given 20.84 per cent annualised SIP returns in the 10-year period. It has an asset base of Rs 25,075 crore, while its NAV is Rs 390.8420.
Kotak Equity Opportunities Fund - Direct Plan
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.98 per cent annualised return since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund has grown to Rs 60,03,383 in 10 years.A Rs 16,666 monthly SIP in the fund has grown to Rs 60,03,383 in 10 years.