Top 7 large and mid cap mutual funds with highest SIP returns in 5 years: No. 1 fund has turned Rs 20,000 monthly SIP into Rs 28 lakh; what others have done?
Top 7 large and mid cap mutual funds with highest SIP returns in 5 years: We invest in large cap mutual funds for stability and mid cap for more growth than stability. However, both categories have some limitations. It is that, as per the Securities Exchange Board of India, large cap mutual funds need to have 80 per cent of their investments in large cap stocks. On the other hand, mid cap mutual funds need to have at least 65 per cent of their investments in mid cap stocks. But what if you want a mutual fund category that invests in large cap and mid cap stocks in equal or near-equal proportion? Large and mid cap mutual funds need to have at least 35 per cent of their investment in large cap stocks and 35 per cent in mid cap stocks. As per Value Research, the large and mid cap mutual fund category has given 40.95 per cent annualised returns (CAGR) in 1 year, 20.12 per cent in 3 years, and 23.47 per cent in 5 years. Here are the top 7 large and mid cap mutual funds that have given the highest SIP returns (XIRR) in 5 years. Know the value of Rs 20,000 monthly SIP in each fund in the same time frame.
Photos: Unsplash/Pixabay
Quant Large and Mid Cap Fund - Direct Plan
The fund has given 34.32 per cent SIP net asset value (NAV) in 5 years. It has assets under management (AUM) of Rs 3,573 crore, while its net asset value (NAV) is Rs 137.1490. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.34 per cent annualised returns (CAGR) since its launch in January 2103.
Quant Large and Mid Cap Fund - Direct Plan
The fund has 94.65 per cent of its investments in equity. In a small portfolio of 32 stocks, the fund has RIL, ITC, Aurobindo Pharma, and Samvardhana Motherson as its main stocks.
A Rs 20,000 monthly SIP in the fund has given Rs 27,74,910 in the 5-year time frame.
Bandhan Core Equity Fund - Direct Plan
The fund has given 32.13 per cent annualised SIP returns in the 5-year time frame. It has an asset base of Rs 5,948 crore, while its NAV is Rs 149.3520. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.49 per cent annualised returns since its launch in January 2013.
Bandhan Core Equity Fund - Direct Plan
The fund has 97.48 per cent investments in equity. In a 110-stock portfolio, the stock has Infosys, HDFC Bank, RIL, ICICI Bank, and Bharti Airtel in its portfolio.
A Rs 20,000 monthly SIP in the fund has grown to Rs 26,36,359.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has had 30.78 per cent annaulised SIP returns in 5 years. The fund has an asset base of Rs 23,047 crore, while its NAV is Rs 345.9250. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.18 per cent annualised return since its inception in January 2013.
HDFC Large and Mid Cap Fund - Direct Plan
It has 97.41 per cent of its investments in equity. In its portfolio of 192 stocks, the fund has HDFC Bank, ICICI Bank, IndusInd Bank, Infosys, and Axis Bank as its main holdings.
A Rs 20,000 monthly SIP in the fund has swelled to Rs 25,54,220 in the 5-year time frame.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 30.53 per cent annualised SIP return in 5 years. The fund has AUM of Rs 15,746 crore, while its NAV price is Rs 1,043.2800. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.84 per cent CAGR since its inception in January 2013. Its 91.42 per cent investments are in equity.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
In its 88-stock portfolio, the fund has ICICI Bank, HDFC Bank, Bajaj FinserV, Maruti Suzuki, and Alkem Laboratories as its main holdings.
A Rs 20,000 monthly SIP in the fund has turned into Rs 25,39,341 in 5 years.
UTI Large & Mid Cap Fund - Direct Plan
The fund has 30.36 per cent SIP returns in 5 years. It has an asset base of Rs 3,749 crore, while its NAV is Rs 184.5969. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has had 16.39 per cent annaualised returns since its launch in January 2013. The fund has 95.58 per cent of its investments in equity.
UTI Large & Mid Cap Fund - Direct Plan
In its 62-stock portfolio, the fund has HDFC Bank, ICICI Bank, ITC, Infosys, and Oracle Financial Services Software as its main holdings.
A Rs 20,000 monthly SIP started 5 years ago in the fund has become Rs 25,28,669.
HSBC Large and Mid Cap Fund - Direct Plan
The fund has given 27.98 per cent annualised SIP return in 5 years. It has an asset base of Rs 3,570 crore, while its NAV is Rs 28.7544.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 20.46 per cent annaualised return since its inception in March 2019.
HSBC Large and Mid Cap Fund - Direct Plan
The fund's 98.49 per cent investments are in equity. In a portfolio of 99 stocks, the fund has Suzlon Energy, Trent, Bharat Electronics Limited, CG Power, and BHEL as main stocks.
A Rs 20,000 monthly SIP in the fund has swelled to Rs 23,90,084 in the 5-year time frame.
DSP Equity Opportunities Fund - Direct Plan
The fund has had a 28.18 per cent annualised SIP return in 5 years. The fund's AUM is Rs 13,939 crore, while its NAV is Rs 668.2400.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.56 per cent annualised returns since its launch in January 2103.
It has 97.14 per cent of its investments in equity.
DSP Equity Opportunities Fund - Direct Plan
In a 75-stock portfolio, the fund has ICICI Bank, HDFC Bank, SBI, Axis Bank, and PFC as the main stocks.
A Rs 20,000 monthly SIP investment in the fund has turned into Rs 24,02,007 in 5 years.