Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 5 Years: Large and mid cap mutual funds need to have at least 35 per cent of their investments in large and mid cap stocks. The category has given a 13.60 per cent annualised return (CAGR) in 1 year, 14.22 per cent in 3 years, 19.31 per cent in 5 years, and 13.80 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 5 Years: As per Securities Exchange Board of India (Sebi), large and mid cap mutual funds need to have at least 35 per cent of their investments in large and mid cap stocks each. This provides them stability amid market fluctuations and potential growth. Investors with a long-term horizon can invest in this very high-risk mutual fund category. The large and mid cap mutual fund category has given a 13.60 per cent annualised return in 1 year, 14.22 per cent in 3 years, 19.31 per cent in 5 years, and 13.80 per cent in 10 years, as per Value Research data. Know which are the top 7 large and mid cap mutual funds with highest SIP returns (XIRR) in 5 years. Also know how Rs 10,000 monthly SIP investment in each of them has performed in that duration.
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Motilal Oswal Large and Midcap Fund Direct – Growth
The fund has given 31.75 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 9,001 crore, while its net asset value (NAV) is Rs 35.18.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 26.57 per cent annualised return since its debut in September 2019.
Motilal Oswal Large and Midcap Fund Direct – Growth
With an expense ratio of 0.53 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in the 5-year period, or a total investment of Rs 6,00,000, has grown to Rs 13.08 lakh.
Bandhan Core Equity Fund Direct-Growth
The fund has given 26.93 per cent annualised SIP return in the 5-year time frame.
It AUM of Rs 7,641 crore, while its NAV is Rs 144.04.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 16.47 per cent annualised return since its inception in July 1999.
Bandhan Core Equity Fund Direct-Growth
At an expense ratio of 0.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 5 years has converted into Rs 11.67 lakh.
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
The fund has given 26.23 per cent annualised SIP return the 5-year period.
It has an asset base of Rs 17,680 crore, while its unit price is Rs 1,026.83.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 16.99 per cent annualised return since its launch in January 2013.
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
With an expense ratio of 0.81 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 5-year time frame has jumped to Rs 11.47 lakh.
Quant Large and Mid Cap Fund Direct-Growth
The fund has given 26.14 per cent annualised SIP return in 5 years.
It has a fund size of Rs 3,658 crore, while its unit price is Rs 125.03.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 19.58 per cent annualised return since its starting in January 2013.
Quant Large and Mid Cap Fund Direct-Growth
At an expense ratio of 0.63 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 10,000 monthly SIP investment in 5-year period has swelled to Rs 11.45 lakh.
UTI Large & Mid Cap Fund Direct-Growth
The fund has given 25.72 per cent annualised SIP return in the 5-year time frame.
Its AUM is Rs 4,134 crore, while its NAV is Rs 180.09.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 15.53 per cent annualised return since its beginning in January 2013.
UTI Large & Mid Cap Fund Direct-Growth
With an expense ratio of 1.01 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 5-year has grown to Rs 11.33 lakh.
Invesco India Large & Mid Cap Fund Direct-Growth
The fund has given 25.62 per cent annualised SIP return the 5-year period.
It has an asset base of Rs 6,712 crore, while its NAV is Rs 106.9.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 18.5 per cent annualised return since its launch in January 2013.
Invesco India Large & Mid Cap Fund Direct-Growth
At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 5-year time frame has converted into Rs 11.31 lakh.
HDFC Large and Mid Cap Fund Direct- Growth
The fund has given 25.48 per cent annualised SIP return in 5 years.
It has a fund size of Rs 23,899 crore, while its unit price is Rs 332.34.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 14.22 per cent annualised return since its inception in January 2013.
HDFC Large and Mid Cap Fund Direct- Growth
With an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 5-year period has jumped to Rs 11.27 lakh.