Top 7 Large and Mid Cap Mutual Funds With up to 43% Return in 1 Year: Rs 25,000 monthly SIP investment in No. 1 scheme is now worth Rs 3,64,654
Top 7 Large and Mid Cap Mutual Funds in 1 Year: Large and mid cap is a mutual fund category which has exposure to large and mid cap stocks. The category can provide stability and growth in the long run. The category has given 34.15 p cent annualised return in 1 year, 18.99 per cent in 3 years, 21.38 per cent in 5 years, and 14.81 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds in 1 Year: Investors seeking stability invest in large cap mutual funds, while those seeking growth and some stability invest in mid caps. Many investors invest in both categories for the diversification of portfolio. 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 in mid cap stocks, as per Securities Exchange Board of India's (Sebi) classification of mutual funds. But in the large and cap mid category, they have exposure in large and mid cap nearly in equal proportion. Large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks, and the same percentage in mid cap stocks. This condition provides them with stability and growth in the long run. The category has given 34.15 p cent annualised return in 1 year, 18.99 per cent in 3 years, 21.38 per cent in 5 years, and 14.81 per cent in 10 years, as per Value Research data. In this write-up, know about the top 7 large and mid cap mutual funds with highest annualised SIP returns (XIRR) in 1 year and how Rs 25,000 monthly SIP investment in each fund has grown during the same time frame.
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Motilal Oswal Large and Midcap Fund Direct - Growth
The fund has given 42.14 per cent annualised SIP return in the 1-year period.
It has assets under management (AUM) of Rs 6,840 crore, while its net asset value (NAV) is Rs 35.7.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 27.74 per cent annualised returns since its inception in September 2019.
Motilal Oswal Large and Midcap Fund Direct - Growth
With an expense ratio of 0.51 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in 1 year, or a total investment of Rs 300,000 has converted into Rs 3,64,654.
HSBC Large and Mid Cap Fund Direct - Growth
The fund has given 34.10 per cent annualised returns in 1 year.
It has AUM of Rs 3,609 crore, while its NAV is Rs 29.9.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 21.39 per cent annualised returns since its debut in March 2019.
HSBC Large and Mid Cap Fund Direct - Growth
At an expense ratio of 0.9 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,52,813 in the 1-year period.
Invesco India Large & Mid Cap Fund Direct-Growth
The fund has given 33.94 per cent annualised returns in 1 year.
It has AUM of Rs 6,149 crore, while its NAV is Rs 110.12.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 19.03 per cent annualised returns since its debut in January 2013.
Invesco India Large & Mid Cap Fund Direct-Growth
With an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,52,567 in the 1-year period.
LIC Large & Mid Cap Fund
The fund has given 28.69 per cent annualised returns in 1 year.
It has AUM of Rs 3,083 crore, while its NAV is Rs 44.4964.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given16.52 per cent annualised returns since its debut in February 2015.
LIC Large & Mid Cap Fund
At an expense ratio of 0.59 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,50,963 in the 1-year period.
Edelweiss Large & Mid Cap Direct Plan-Growth
The fund has given 34.10 per cent annualised returns in 1 year.
It has AUM of Rs 3,645 crore, while its NAV is Rs 101.41.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 17.81 per cent annualised returns since its debut in January 2013.
Edelweiss Large & Mid Cap Direct Plan-Growth
At an expense ratio of 0.44 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,52,813 in the 1-year period.
UTI Large & Mid Cap Fund Direct-Growth
The fund has given 34.10 per cent annualised returns in 1 year.
It has AUM of Rs 3,976 crore, while its NAV is Rs 187.75.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 16.12 per cent annualised returns since its debut in January 2013.
UTI Large & Mid Cap Fund Direct-Growth
With 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 25,000 monthly SIP investment in the fund has grown to Rs 3,41,982 in the 1-year period.
Canara Robeco Emerging Equities Fund Direct-Growth
The fund has given 34.10 per cent annualised returns in 1 year.
It has AUM of Rs 24,108 crore, while its NAV is Rs 287.84.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 21.66 per cent annualised returns since its debut in January 2013.
Canara Robeco Emerging Equities Fund Direct-Growth
At an expense ratio of 0.58 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP investment in the fund has grown to Rs 3,41,840 in the 1-year period.