Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 5 Years: Rs 15,000 monthly SIP in No. 1 fund has turned into Rs 21.26 lakh; know about others
Top 7 Large and Mid Cap Mutual Fund With Best SIP Returns in 5 Years: As per Securities Exchange Board of India (Sebi), large and mid cap mutual funds need to have at least 35 per cent investment in large cap stocks and 35 per cent in mid cap stocks. The large and mid cap mutual fund category has given 42.27 per cent annualised returns (CAGR) in 1 year, 18.64 per cent in 3 years, 23.71 per cent in 5 years, 16.22 per cent in 10 years, as per Value Research.
Top 7 Large and Mid Cap Mutual Fund With Best SIP Returns in 5 Years: The large and mid cap mutual fund category provides the benefit of large and mid cap stocks in one scheme. As per Securities Exchange Board of India (Sebi), large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks and 35 per cent in mid cap stocks. This puts them in a unique position where investors can get the benefit of the stability of large cap stocks and the stability and growth potential of mid cap stocks. The large and mid cap mutual fund category has given 42.27 per cent annualised returns (CAGR) in 1 year, 18.64 per cent in 3 years, 23.71 per cent in 5 years, and 16.22 per cent in 10 years, as per Value Research. In this write-up, we will take you through the top 7 large and mid cap mutual funds with the highest SIP returns (XIRR) in 5 years and what Rs 15,000 monthly SIP in each fund will give you in 5 years.
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Motilal Oswal Large and Midcap Fund - Direct Plan
The fund at No. 1 has given 35.21 per cent annualised SIP return in the 5-year period.
It has assets under management (AUM) of Rs 5,811 crore, while its net asset value (NAV) is Rs 36.1229.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 29.42 per cent annualised returns (CAGR) since its launch in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
At an expense ratio of 0.54 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP in the fund in 5 years, or a total investment of Rs 9,00,000, has turned into Rs 21,25,363.
Quant Large and Mid Cap Fund - Direct Plan
The fund has given 32.64 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 3,828 crore, while its NAV is Rs 137.6584.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.07 per cent annualised returns since its debut in January 2013.
Quant Large and Mid Cap Fund - Direct Plan
At 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 15,000 monthly SIP in the fund has grown to Rs 20,01,364 in the 5-year period.
Bandhan Core Equity Fund - Direct Plan
The fund has given 32.32 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 6,553 crore, while its NAV is Rs 155.5030.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 17.65 per cent annualised returns since its debut in January 2013.
Bandhan Core Equity Fund - Direct Plan
At an expense ratio of 0.65 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 19,86,144 in the 5-year period.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 30.9 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 16,587 crore, while its NAV is Rs 1,090.3600.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.03 per cent annualised returns since its debut in January 2013.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.82 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 19,21,207 in the 5-year period.
UTI Large & Mid Cap Fund - Direct Plan
The fund has given 30.73 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 4,086 crore, while its NAV is Rs 192.6932.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 16.59 per cent annualised returns since its debut in January 2013.
UTI Large & Mid Cap Fund - Direct Plan
At an expense ratio of 1.15 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 19,13,627 in the 5-year period.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has given 30.7 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 23,712 crore, while its NAV is Rs 357.6650.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.30 per cent annualised returns since its debut in January 2013.
HDFC Large and Mid Cap Fund - Direct Plan
At an expense ratio of 0.81 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP in the fund has grown to Rs 19,12,267 in the 5-year period.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 29.68 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 6,496 crore, while its NAV is Rs 112.5100.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.49 per cent annualised returns since its debut in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
At an expense ratio of 0.64 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 18,66,444 in the 5-year period.