Top Large Cap vs Top Mid Cap Mutual Fund in 1 Year: Which has given higher returns on Rs 20,000 monthly SIP and Rs 2 lakh lump sum
Top Large Cap vs Top Mid Cap Mutual Fund in 1 Year: Large cap mutual funds need to have at least 80 per cent of their investments in large cap companies, as per Securities Exchange Board of India's (Sebi) categorisation of mutual funds. Mid cap mutual funds need to have 65 per cent of their investments in mid cap stocks.
Top Large Cap vs Top Mid Cap Mutual Fund in 1 Year: Large cap mutual funds invest most of their money in large cap stocks, so they remain more stable than mid cap and small cap mutual funds amid market fluctuations. On the other hand, mid cap mutual funds have most of their investments in mid cap stocks. Since many mid cap firms are in the growth stage, mid cap mutual funds are more likely to provide higher growth than large caps, but they are also more vulnerable amid market fluctuations. In this write-up, know more about large cap mutual funds and mid cap mutual funds, top lump sum and SIP funds from both categories, and what Rs 20,000 monthly SIP and Rs 2 lakh lump sum each of them has given.
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What are large cap mutual funds?
Large cap mutual funds need to have at least 80 per cent of their investments in large cap companies, as per Securities Exchange Board of India's (Sebi) categorisation of mutual funds. Large cap companies are India's top 100 companies in terms of market capitalisation. Since these companies are fundamentally strong, large cap mutual funds can counter market fluctuations better than mid cap and small cap mutual funds.
What are mid cap mutual funds?
Mid cap mutual funds need to have 65 per cent of their investments in mid cap stocks. Mid cap companies in India are ranked 101st to 250th in terms of market capitalisaton. Many mid cap firms are on the verge of becoming large caps, while many have graduated from small caps, so mid cap mutual funds can provide stability and growth both. However, when the market falls, mid caps are likely to slip faster than large cap mutual funds.
Top Large Cap Mutual Fund in 1 Year (lump sum returns)
The top large cap mutual fund in terms of highest lump sum returns (CAGR) is Quant Large Cap Fund Direct - Growth. The fund has given 47.44 per cent annualised return in 1 year.
Top Large Cap Mutual Fund in 1 Year (lump sum returns)
It has assets under management (AUM) of Rs 2,179 crore, while its net asset value (NAV) is Rs 16.69. Benchmarked against NIFTY 100 TRI, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
Top Mid Cap Mutual Fund in 1 Year (lump sum returns)
The top mid cap mutual fund in terms of highest lump sum returns is Motilal Oswal Midcap Fund Direct-Growth. The fund has given 69.16 per cent annualised return in 1 year.
Top Mid Cap Mutual Fund in 1 Year (lump sum returns)
It has an asset base of Rs 15,940 crore, NAV is Rs 119.81. Benchmarked against NIFTY Midcap 150 TRI, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
Top Large Cap Mutual Fund vs Top Mid Cap Mutual Fund: Which has given more on Rs 2 lakh lump sum investment in 1 year?
On a Rs 2 lakh investment in Quant Large Cap Fund Direct - Growth, the investor has got a total of Rs 2.95 lakh in 1 year.
Top Large Cap Mutual Fund vs Top Mid Cap Mutual Fund: Which has given more on Rs 2 lakh lump sum investment in 1 year?
On a Rs 2 lakh investment in Motilal Oswal Midcap Fund Direct-Growth, the investor has got a total of Rs 3.38 lakh in 1 year.
Top Large Cap Mutual Fund in 1 Year (SIP returns)
The top large cap mutual fund in terms of highest SIP returns (XIRR) is Invesco India Largecap Fund Direct-Growth. The fund has given 47.42 per cent annualised return in 1 year.
Top Large Cap Mutual Fund in 1 Year (SIP returns)
It has an asset base of Rs 1,238 crore, while its NAV is Rs 83.91. Benchmarked against NIFTY 100 TRI, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
Top Mid Cap Mutual Fund in 1 Year (SIP returns)
The top mid cap mutual fund in terms of highest SIP returns is Motilal Oswal Midcap Fund Direct-Growth. The fund has given 77.83 per cent annualised return in 1 year.
Top Large Cap Mutual Fund vs Top Mid Cap Mutual Fund: Which has given more on Rs 20,000 monthly SIP in 1 year?
A Rs 20,000 monthly SIP in Invesco India Largecap Fund Direct-Growth, the investor has got a total of Rs 2.98 lakh in 1 year.
Top Large Cap Mutual Fund vs Top Mid Cap Mutual Fund: Which has given more on Rs 20,000 monthly SIP in 1 year?
A Rs 20,000 monthly SIP in Motilal Oswal Midcap Fund Direct-Growth, the investor has got a total of Rs 3.32 lakh in 1 year.