Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns to in 3 Years: Rs 17,777 monthly SIP investment in No. 1 fund has converted into Rs 11,69,148
Top 7 large and mid cap mutual funds with best SIP returns in 3 years: Large and mid cap mutual funds provide an opportunity to invest in both large and mid cap stocks simultaneously as the fund manager needs to maintain at least 35 per cent stocks of the either cap in the fund. The category has given 32.16 per cent annualised return in 1 year, 19.01 per cent in 3 years, 22.40 per cent in 5 years, and 15.32 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 3 Years: Large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks, while mid cap mutual funds need to have at least 65 per cent of their investments in mid cap stocks. So, while one provides stability, the other can provide growth and some stability, but a large and a mid cap mutual fund represent a balance between the two caps. The Securities Exchange Board of India's (Sebi) mandate says that a large and mid cap mutual fund needs to have at least 35 per cent of its investments in large and mid cap stocks each. Such a combination can provide stability and growth to the investors. As far as the rest of the 30 per cent allocation is concerned, the fund manager can pick either cap among large, mid, and small depending on the share market condition. The large and mid cap mutual fund category has given 32.16 per cent annualised return in 1 year, 19.01 per cent in 3 years, 22.40 per cent in 5 years, and 15.32 per cent in 10 years, as per Value Research data.
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Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 43.33 per cent annualised SIP return in the 3-year time frame.
It has assets under management (AUM) of Rs 7,710 crore, while its net asset value (NAV) is Rs 37.9487.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 29.50 per cent annualised return since its inception in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
At an expense ratio of 0.51 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 17,777 monthly SIP investment in 3 years, or a total investment of Rs 6,39,972, has converted into Rs 11,69,148.
Bandhan Core Equity Fund - Direct Plan
The fund has given 34.7 per cent annualised SIP return in 3 years.
It has AUM of Rs 7,293 crore, while its NAV is Rs 15.4650.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.34 per cent annualised return since its debut in January 2013.
Bandhan Core Equity Fund - Direct Plan
With an expense ratio of 0.61 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year period has grown to Rs 10,46,658.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 36.26 per cent annualised SIP return in the 3-year period.
It has an asset base of Rs 6,340 crore, while its unit price is Rs 115.3300.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.42 per cent annualised return since its launch in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.64 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year time frame has jumped to Rs 10,68,199.
HSBC Large and Mid Cap Fund - Direct Plan
The fund has given 35.56 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 3,979 crore, while its unit price is Rs 31.5183.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.10 per cent annualised return since its beginning in March 2019.
HSBC Large and Mid Cap Fund - Direct Plan
With an expense ratio of 0.90 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 3 years has swelled to Rs 10,58,452.
UTI Large & Mid Cap Fund - Direct Plan
The fund has given 31.96 per cent annualised SIP return in 3 years.
Its AUM is Rs 4,048 crore, while its NAV is Rs 193.0769.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 16.34 per cent annualised return since its starting in January 2013.
UTI Large & Mid Cap Fund - Direct Plan
At an expense ratio of 1.11 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year period has grown to Rs 10,09,586.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has given 29.25 per cent annualised SIP return in the 3-year period.
It has AUM of Rs 4,048 crore, while its NAV is Rs 355.0890.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 14.98 per cent annualised return since its inception in January 2013.
HDFC Large and Mid Cap Fund - Direct Plan
With an expense ratio of 0.86 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year time frame has jumped to Rs 9,73,795.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 27.75 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 17,694 crore, while its NAV is Rs 1,061.4100.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.47 per cent annualised return since its launch in January 2013.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.81 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 3 years has converted into Rs 9,54,399.