Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 10 Years: No. 1 fund has converted Rs 12,500 monthly investment into Rs 44,69,845
Top 7 large and mid cap mutual Fdunds with best SIP returns in 10 years: Large cap mutual funds need to have to have 35 per cent investments in large cap stocks and equal in mid cap stocks. It provides them exposure to equity and growth.
Top 7 Large and Mid Cap Mutual Funds With Best SIP Returns in 10 Years: Among equity mutual funds, when investors focus on stability, they pick large cap mutual funds, which have at least 80 per cent of their investments in large cap stocks. On the other hand, when they focus on growth and some stability, they invest in mid cap mutual funds, which have at least 65 per cent of their investments in mid cap stocks. But what if they want stability and growth in one fund. For such investors, large and mid cap can be the category to invest in.
As per Securities of Exchange Board in India (Sebi), large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks and equally in mid cap stocks. This combination provides them stability and growth prospects. The fund can be good for investors with long-term investment horizon.
Know about the top 7 large and mid cap mutual funds that have given the highest SIP return (XIRR) in the 10-year period. Also know how Rs 12,500 monthly investment in each fund has performed during that period.
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Quant Large and Mid Cap Fund - Direct Plan
The fund has given 20.7 per cent annualised SIP returns in the 10-year time frame.
It has assets under management (AUM) of Rs 3,709 crore, while its net asset value (NAV) is Rs 124.2682.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 19.84 per cent annualised returns since its inception 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 minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund in 10 years, or a total investment of Rs 15,00,000, has converted into Rs 44,69,845.
Bandhan Core Equity Fund - Direct Plan
The fund has given 20.06 per cent annualised SIP returns in 10 years.
It has AUM of Rs 6,917 crore, while its NAV is Rs 145.0130.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 16.80 per cent annualised returns since its launch in January 2013.
Bandhan Core Equity Fund - Direct Plan
At an expense ratio of 0.62 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has grown to Rs 43,17,589 in the 10-year period.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 19.56 per cent annualised SIP returns in the 10-year period.
It has AUM of Rs 6,149 crore, while its NAV is Rs 105.4700.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 18.66 per cent annualised returns since its beginning in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
With an expense ratio of 0.64 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has converted into Rs 42,02,010 in the 10-year time frame.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 19.48 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of of Rs 17,120 crore, while its NAV is Rs 1,024.4000.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 17.24 per cent annualised returns since its starting in January 2013.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.80 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has grown to Rs 41,85,354 in 10 years.
Mirae Asset Large & Midcap Fund - Direct Plan
The fund has given 19.55 per cent annualised SIP returns in 10 years.
It has AUM of Rs 38,166 crore, while its NAV is Rs 145.0130.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 22.59 per cent annualised returns since its launch in January 2013.
Mirae Asset Large & Midcap Fund - Direct Plan
With an expense ratio of 0.58 per cent, the fund has Rs 99 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 12,500 monthly SIP in the fund has grown to Rs 42,00,641 in the 10-year period.
Kotak Equity Opportunities Fund - Direct Plan
The fund has given 19.34 per cent annualised SIP returns in the 10-year period.
It has AUM of Rs 25,034 crore, while its NAV is Rs 370.8220.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 18.15 per cent annualised returns since its inception in January 2013.
Kotak Equity Opportunities Fund - Direct Plan
At an expense ratio of 0.48 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP in the fund has grown to Rs 41,52,735 in 10-year period.
Edelweiss Large & Mid Cap Fund - Direct Plan
The fund has given 19.12 per cent annualised SIP returns in 10 years.
It has AUM of Rs 3,645 crore, while its NAV is Rs 97.3050.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 17.46 per cent annualised returns since its debut in January 2013.
Edelweiss Large & Mid Cap Fund - Direct Plan
With an expense ratio of 0.44 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP in the fund has grown to Rs 41,05,146 in the 10-year period.