Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 3 Years: No. 1 fund has converted Rs 25,000 monthly SIP into Rs 16.51 lakh
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 3 Years: The category has given 43.53 per cent annualised returns (CAGR) in 1 year, 20.45 per cent in 3 years, 24.19 per cent in 5 years, and 15.86 per cent in 10 years, (As per Value Research Data).
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 3 Years: Investors invest in large cap mutual funds as they consider them more stable than mid and small cap mutual funds. On the other hand, many consider mid cap mutual funds as a tool where they can also get growth and some stability. But investors who want the stability of large cap mutual funds and the growth of mid cap mutual funds can invest large and mid cap mutual funds. The category has given 43.53 per cent annualised returns (CAGR) in 1 year, 20.45 per cent in 3 years, 24.19 per cent in 5 years, and 15.86 per cent in 10 years, (As per Value Research Data). In this write-up, we take you through the performance of the top 7 large and mid cap mutual funds in terms of annualised SIP returns (XIRR) in 3 years. Also get to know what Rs 25,000 monthly SIP has given in each fund.
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Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 43.6 per cent annualised SIP returns in 3 years.
It has assets under management (AUM) of Rs 5,811 crore, while its net asset value (NAV) is Rs 36.3091.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 30.02 per cent annualised returns since its debut in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
With an expense ratio of 0.53 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 25,000 monthly SIP in the fund in 3 years, or a total investment of Rs 9 lakh, has given Rs 16,50,375 as on date.
Bandhan Core Equity Fund - Direct Plan
The fund has given 40.46 per cent annualised SIP returns in the 3-year time frame.
It has an asset base of Rs 6,553 crore, while its NAV is Rs 159.4740.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.02 per cent annualised return since its beginning 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 25,000 monthly SIP in the und has jumped to Rs 15,85,968 in 3 years.
Invesco India Large & Mid Cap Fund - Direct Plan
The fund has given 37.97 per cent annualised SIP returns in the 3-year time period.
It has AUM of Rs 6,205 crore, while its unit price is Rs 113.1800.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 19.67 per cent annualised return since its launch in January 2013.
Invesco India Large & Mid Cap Fund - Direct Plan
With an expense ratio of 0.63 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has swelled to Rs 15,36,142 in the 3-year time frame.
Quant Large and Mid Cap Fund - Direct Plan
The fund has given 37.25 per cent annualised SIP returns in 3 years.
Its AUM is Rs 3,707 crore, while its NAV is Rs 140.3487.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 21.41 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 25,000 monthly SIP in the scheme is worth Rs 15,21,945 in the 3-year period.
UTI Large & Mid Cap Fund - Direct Plan
The fund has given 36.27 per cent annualised SIP returns in the 3-year time frame.
It has AUM of Rs 3,931 crore, while its NAV is Rs 196.1799.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 16.87 per cent annualised returns since its starting in January 2013.
UTI Large & Mid Cap Fund - Direct Plan
With 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 25,000 monthly SIP in the scheme has jumped to Rs 15,02,694 in 3 years.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has given 34.85 per cent annualised SIP returns in the 3-year time period.
It has an asset base of Rs 23,712 crore, while its unit price is Rs 366.2810.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.63 per cent annualised returns since its launch in January 2013.
HDFC Large and Mid Cap Fund - Direct Plan
At an expense ratio of 0.82 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment.
A Rs 25,000 monthly SIP in the scheme has swelled to Rs 14,75,170 in the 3-year period.
DSP Equity Opportunities Fund - Direct Plan
The fund has given 34.55 per cent annualised SIP returns in 3 years.
It has AUM of Rs 14,246 crore, while its NAV is Rs 704.7550.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 18.96 per cent annualised return since its debut in January 2013.
DSP Equity Opportunities Fund - Direct Plan
With an expense ratio of 0.67 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment.
A Rs 25,000 monthly SIP in the scheme has converted into Rs 14,69,292 in the 3-year time frame.