Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 1 Year: Rs 27,27,2 monthly SIP investment in No. 1 fund has zoomed to Rs 4,05,296
Top 7 Large and Mid Cap Mutual Funds With Best SIP Returns in 1 Year: Large and mid cap mutual funds provide the opportunity of having at least 35 per cent of their investment in large and mid cap funds each. The fund manager can make them large cap stock-heavy or mid cap stock-heavy depending on market conditions. The large and mid cap mutual fund category has given a 24.82 per cent annualised return in 1 year, 18.58 per cent in 3 years, 21.07 per cent in 5 years, and 14.78 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds With up to 47% SIP Returns in 1 Year: When an investor invests in a large cap or a mid cap mutual fund, they practically invest in funds with a heavier proportion of large cap stocks and mid cap stocks, respectively. As per Securities Exchange Board of India's (Sebi) categorisation of mutual funds, large cap mutual funds need to have at least 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 large and mid cap mutual funds need to have at least 35 per cent investments in large and mid cap stocks each. The fund manager can change the proportion of large and mid cap stocks in the fund based on market conditions. Here is the list of the top 7 large and mid cap mutual funds that have given the highest SIP returns in 1 year. Also know how a Rs 27,27,2 monthly SIP investment in each of them has fared in the same time frame.
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Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 46.93 per cent annualised SIP return in the 1-year time frame.
It has assets under management (AUM) of Rs 7,710 crore, while its net asset value (NAV) is Rs 37.6189.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 29.02 per cent annualised return since its debut in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
With an expense ratio of 0.48 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 27,272 monthly SIP investment in 1 year, or a total investment of Rs 3,27,264, has sprung to Rs 4,05,296.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 33.5 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 6,340 crore, while its NAV is Rs 113.4700.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.19 per cent annualised return since its launch in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 27,272 monthly SIP investment in the 1-year time frame has grown to Rs 3,83,834.
HSBC Large and Mid Cap Fund - Direct Plan
The pharma fund has given 32.57 per cent annualised SIP return in 1 year.
It has an asset base of Rs 3,979 crore, while its unit price is Rs 30.5921.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 20.30 per cent annualised return since its inception in March 2019.
HSBC Large and Mid Cap Fund - Direct Plan
With an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 27,272 monthly SIP investment in the 1-year period has zoomed to Rs 3,82,326.
Bandhan Core Equity Fund - Direct Plan
The tech fund has given 19.85 per cent annualised SIP return in the 1-year time frame.
It has a fund size of Rs 7,293 crore, while its NAV is Rs 151.0280.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.02 per cent annualised return since its beginning in January 2013.
Bandhan Core Equity Fund - Direct Plan
At 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 27,272 monthly SIP investment in 1 year has swelled to Rs 3,61,357.
LIC MF Large & Mid Cap Fund - Direct Plan
The tech fund has given 23.61 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 3,126 crore, while its unit price is Rs 44.6787.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 16.42 per cent annualised return since its starting in February 2015.
LIC MF Large & Mid Cap Fund - Direct Plan
With 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 27,272 monthly SIP investment in the 1-year time frame has turned into Rs 3,67,617.
UTI Large & Mid Cap Fund - Direct Plan
The fund has given 20.42 per cent annualised SIP return in 1 year.
Its AUM is Rs 4,048 crore, while its unit price is Rs 187.4388.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.99 per cent annualised return since its debut in January 2013.
UTI Large & Mid Cap Fund - Direct Plan
At an expense ratio of 1.07 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 27,272 monthly SIP investment in the 1-year period has jumped to Rs 3,62,305.
Baroda BNP Paribas Large & Mid Cap Fund - Direct Plan
The fund has given 18.94 per cent annualised SIP return in the 1-year time frame.
It has a fund size of Rs 1,498 crore, while its NAV is Rs 29.2393.
Benchmarked against BSE 250 Large MidCap TRI, the fund has given 28.23 per cent annualised return since its inception in September 2020.
Baroda BNP Paribas Large & Mid Cap Fund - Direct Plan
With an expense ratio of 0.82 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 27,272 monthly SIP investment in 1 year frame has converted into Rs 3,59,837.