Top 7 Large and Mid Cap Mutual Funds with Best SIP Returns in 5 Years: No. 1 fund has turned Rs 15,000 monthly SIP investment into Rs 20,54,384; know about others
Top 7 Large and Mid Cap Mutual Funds with Best SIP Returns in 5 Years: The large and mid cap mutual fund category needs to have 35 per cent its investments in large cap stocks and mid cap stocks each. The fund category has given 41.50 per cent annualised return in 1 year, 17.59 per cent in 3 years, 21.38 per cent in 5 years, and 15.05 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds with Best SIP Returns in 5 Years: Large cap mutual funds invest in India's top 100 companies in terms of highest market capitlisation. On the other hand, mid cap mutual funds invest in 101st to 250th-ranked m cap companies. So, mutual fund investors seeking stability over growth invest in large cap mutual funds, which need to have at least 80 per cent of their investments in large cap stocks. On the other hand, investors with a higher risk appetite and those looking for higher gains invest in mid cap mutual funds. But if they want to invest in one fund where they can get advantage of both funds nearly in equal proportion, they can pick the large and mid cap mutual fund. As per Securities of Exchange Board of India's (Sebi) classification of mutual funds, large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks and mid cap stocks each. The fund category has given 41.50 per cent annluasied return in 1 year, 17.59 per cent in 3 years, 21.38 per cent in 5 years, and 15.05 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 SIP annualised returns (XIRR) in the 5-year time frame. Also, know which of them has given highest annualised SIP returns (XIRR) in the same period.
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Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 33.74 per cent annualised SIP returns in the 5-year time frame.
It has assets under management (AUM) of Rs 6,500 crore, while its net asset value (NAV) is Rs 35.2765.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 28.39 per cent annualised returns since its inception in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
At an expense ratio of 0.51 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-year period, or a total investment of Rs 9,00,000, has grown to Rs 20,54,384 in the 5-year period.
Quant Large and Mid Cap Fund - Direct Plan
The fund has given 30.54 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 3,828 crore, while its NAV is Rs 131.9404.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 20.51 per cent annualised returns since its debut 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 15,000 monthly SIP in the fund has jumped to Rs 19,05,527 in 5 years.
Bandhan Core Equity Fund - Direct Plan
The fund has given 30.34 per cent annualised SIP returns in 5 years.
It has AUM of Rs 3,828 crore, while its NAV is Rs 149.6540.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 17.17 per cent annualised returns since its beginning 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 the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has swelled to Rs 18,96,787 in the 5-year time frame.
UTI Large & Mid Cap Fund - Direct Plan
The fund has given 29.4 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 4,086 crore, while its NAV is Rs 188.1116.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 16.25 per cent annualised returns since its starting in January 2013.
UTI Large & Mid Cap Fund - Direct Plan
At 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 15,000 monthly SIP in the fund has jumped to Rs 18,54,822 in the 5-year period.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
The fund has given 29.26 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 17,464 crore, while its NAV is Rs 1,057.4400.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 17.62 per cent annualised returns since its inception in January 2013.
ICICI Prudential Large & Mid Cap Fund - Direct Plan
With an expense ratio of 0.80 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 jumped to Rs 18,48,923 in 5 years.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has given 28.9 per cent annualised SIP returns in 5 years.
It has AUM of Rs 24,508 crore, while its NAV is Rs 345.7280.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 14.48 per cent annualised returns since its debut in January 2013.
HDFC Large and Mid Cap Fund - Direct Plan
At an expense ratio of 0.84 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 100 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has jumped to Rs 18,33,087 in the 5-year time frame.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 27.66 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 6,493 crore, while its NAV is Rs 108.0600.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 18.97 per cent annualised returns since its launch 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 the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has jumped to Rs 17,79,829 in the 5-year period.