Top Large & Mid Cap Mutual Funds: Rs 5 lakh lump sum investment in 5 schemes has grown to at least Rs 14.2 lakh in 5 years; see full list
Large & Mid Cap Mutual Funds
‘Large & Mid Cap’ Fund Schemes: Do you know about ‘large & mid cap’ mutual funds (also known as 'largecap & midcap funds')? These are mutual funds that invest in a mix of stocks from largecap and midcap segments. The ratio of these allocations, however, varies from fund to fund. Simply put, these are open-ened equity mutual fund schemes that have allocations in stocks of large- and mid-sized listed businesses. In this article, let's look at some of the top-performing large & midcap mutual funds.
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Top performing large & mid cap funds
According to AMFI data, five mutual fund schemes in this category have delivered annualised returns to the tune of 23-27 per cent in the past five years, as of January 10.
Can you guess which are the top-performing funds in the ‘large & mid cap’ category?
These funds are: Motilal Oswal Large & Midcap Fund (with an annualised return of 26.7 per cent in the direct scheme), Quant Large and Mid Cap Fund (26.6 per cent), Bandhan Core Equity Fund (23.5 per cent), ICICI Prudential Large & Mid Cap Fund (23.4 per cent) and HDFC Large and Mid Cap Fund (23.1 per cent).
Nifty Large Midcap 250 Total Return Index
All of the five funds are benchmarked to the NIFTY Large Midcap 250 Total Return Index, which has risen 21.2 per cent during this period, data shows.
Motilal Oswal Large & Midcap Fund | Lump sum investment returns
A sum of Rs 5 lakh invested in this scheme five years ago is worth Rs 16.3 lakh today, calculations show.
Motilal Oswal Large & Midcap Fund | SIP returns
An SIP of Rs 1,000 per month started five years ago has accumulated a corpus of Rs 1.3 lakh during this period.
Quant Large and Mid Cap Fund | Lump sum investment returns
A lump sum amount of Rs 5 lakh invested in this scheme five years ago is worth Rs 16.2 lakh today, calculations show.
Quant Large and Mid Cap Fund | SIP returns
A Rs 1,000 monthly SIP in the same scheme has delivered a corpus of Rs 1.13 lakh during this period.
Bandhan Core Equity Fund | Lump sum investment returns
A lump sum amount of Rs 5 lakh invested in this scheme five years ago is worth Rs 14.4 lakh today, calculations show.
Bandhan Core Equity Fund | SIP returns
A Rs 1,000 monthly SIP in the same scheme has delivered a corpus of Rs 1.18 lakh during this period.
ICICI Prudential Large & Mid Cap Fund | Lump sum investment returns
A lump sum investment of Rs 5 lakh in this scheme made five years ago is worth Rs 14.3 lakh today, calculations show.
ICICI Prudential Large & Mid Cap Fund | SIP returns
A Rs 1,000 monthly SIP in the same scheme has delivered a corpus of Rs 1.14 lakh during this period.
HDFC Large and Mid Cap Fund | Lump sum investment returns
A lump sum amount of Rs 5 lakh invested in this scheme five years ago is worth Rs 14.2 lakh today, calculations show.
HDFC Large and Mid Cap Fund | SIP returns
A Rs 1,000 monthly SIP in the same scheme has delivered a corpus of Rs 1.13 lakh during this period.