Top 7 Large and Mid Cap Mutual Funds With up to 21% SIP Returns in 10 Years: Rs 11,111 monthly SIP investment in No. 1 fund has sprung to Rs 40,45,114; know about others
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 10 Years: Large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap and mid cap stocks. The category has given 27.39 per cent annualised return (CAGR) in 1 year, 27.39 per cent in 3 years, 21.69 per cent in 5 years, and 15.10 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds With Best SIP Returns in 10 Years: Mutual fund investors seeking stability amid market fluctuations invest in large cap funds, and those seeking high return and some stability invest in mid cap funds. For portfolio diversification also, many investors prefer keeping both of them with some allocation to small cap funds. But in the large and mid cap mutual fund category, investors can invest in both in sizeable proportions. As per Securities Exchange Board of India (Sebi's) classification of mutual funds, large and mid cap funds need to have at least 35 per cent of their allocation to large and mid cap stocks each. For the rest of the allocation, the fund manager can pick small, or if they want, they can fill it with large and mid cap stocks along with some debt funds. The large and mid cap category has given 27.39 per cent annualised return (CAGR) in 1 year, 27.39 per cent in 3 years, 21.69 per cent in 5 years, and 15.10 per cent in 10 years, as per Value Research data. Know about the top 7 large and mid cap mutual funds in terms of highest annualised SIP return (XIRR) in 10 years. Also know how much the Rs 11,111 monthly SIP investment in each of them has grown to in the last decade.
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Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 21.04 per cent annualised SIP return in the 10-year period.
It has assets under management (AUM) of Rs 5,469 crore, while its net asset value (NAV) is Rs 115.7700.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.42 per cent annualised return since its starting in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 11,111 monthly SIP investment in the 10 years, or a total investment of Rs 13,33,320, has grown to Rs 40,45,114.
Quant Large and Mid Cap Fund - Direct Plan
The fund has given 20.74 per cent annualised SIP return in the 10-year time frame.
It has AUM of Rs 3,693 crore, while its NAV is Rs 126.4197.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.83 per cent annualised return since its beginning in January 2013.
Quant Large and Mid Cap Fund - Direct Plan
With an expense ratio of 0.61 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 11,111 monthly SIP investment in the 10-year period has jumped into Rs 39,81,471.
Bandhan Core Equity Fund - Direct Plan
The fund has given 20.79 per cent annualised SIP return in 10 years.
It has an asset base of Rs 7,293 crore, while its unit price is Rs 152.6440.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.15 per cent annualised return since its launch 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 11,111 monthly SIP investment in the 10-year time frame has swelled to Rs 39,92,569.
Mirae Asset Large & Midcap Fund - Direct Plan
The fund has given 20.13 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 38,680 crore, while its unit price is Rs 165.2340.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 22.88 per cent annualised return since its inception in January 2013.
Mirae Asset Large & Midcap Fund - Direct Plan
With an expense ratio of 61 per cent, the fund has Rs 99 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 11,111 monthly SIP investment in 10 years has converted into Rs 38,52,348.
Edelweiss Large & Mid Cap Fund - Direct Plan
The fund has given 19.93 per cent annualised SIP return in the 10-year time frame.
It has a fund size of Rs 3,745 crore, while its NAV is Rs 102.8090.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.85 per cent annualised return since its debut in January 2013.
Edelweiss Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.44 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,111 monthly SIP investment in the 10-year period has grown to Rs 38,09,799.
Kotak Equity Opportunities Fund - Direct Plan
The fund has given 19.87 per cent annualised SIP return in 10 years.
Its AUM is Rs 25,648 crore, while its unit price is Rs 386.2430.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.39 per cent annualised return since its beginning in January 2013.
Kotak Equity Opportunities Fund - Direct Plan
With an expense ratio of 0.50 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,111 monthly SIP investment in the 10-year time frame has jumped to Rs 37,98,901.
Canara Robeco Emerging Equities Fund - Direct Plan
The fund has given 19.75 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 24,629 crore, while its unit price is Rs 294.3100.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.77 per cent annualised return since its launch in January 2013.
Canara Robeco Emerging Equities Fund - Direct Plan
At an expense ratio of 0.57 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 11,111 monthly SIP investment in 10 years has swelled to Rs 37,73,303.