Top 7 large and midcap mutual funds delivering strong returns up to 26% over 5 years
These funds have demonstrated strong performance, offering investors a blend of stability and growth potential. Before investing, it’s essential to review the fund’s past performance, expense ratio, and investment strategy to ensure it aligns with your financial goals.
Quant Large and Midcap Fund
- 5-Year CAGR: 26 percent
- Expense Ratio: 1.1 percent
- AUM: Rs 3,200 crore
- Key Focus: Invests in a diverse mix of blue-chip large-cap stocks and high-growth midcaps.
HDFC Large and Midcap Fund
- 5-Year CAGR: 22 percent
- Expense Ratio: 1.2 percent
- AUM: Rs 9,800 crore
- Key Strategy: Balances between large-cap leaders and midcap growth opportunities.
SBI Large and Midcap Fund
- 5-Year CAGR: 21.5 percent
- Expense Ratio: 1.3 percent
- AUM: Rs 12,400 crore
- Key Focus: Quality midcap picks with high growth potential while maintaining a strong large-cap base.
Kotak Large and Midcap Fund
- 5-Year CAGR: 22.5 per cent
- Expense Ratio: 1.2 percent
- AUM: Rs 4,600 crore
- Key Strategy: Diversified portfolio, slightly tilted towards high-performing midcaps.
Axis Large and Midcap
- 5-Year CAGR: 20.0 percent
- Expense Ratio: 1.15 percent
- AUM: Rs 5,500 crore
- Key Focus: Growth-oriented, with a focus on midcap companies demonstrating strong fundamentals.
ICICI Prudential Large and Midcap Fund
- 5-Year CAGR: 21 percent
- Expense Ratio: 1.1 percent
- AUM: Rs 7,500 crore
- Key Approach: Bottom-up stock selection with a focus on companies showing strong earnings visibility.
Mirae Asset Large and Midcap Fund
- 5-Year CAGR: 19.5 percent
- Expense Ratio: 1.3 percent
- AUM: Rs 8,300 crore
- Key Approach: Invests in a balanced mix of stable large-caps and high-potential midcaps, aiming for consistent returns.