Top 7 Large and Mid Cap Mutual With Best Returns in 5 Years: Rs 1.5 lakh one-time investment in No. 1 scheme has sprung to Rs 4.46 lakh
Top 7 Large Cap Mutual Funds by One-time Investment in 5 Years: Large and mid cap mutual funds have at least 35 per cent large and mid cap stocks each in them. It provides them with potential for growth and stability. The funds are good for investors with a long-term horizon. The category has given a 3.32 per cent annualised return (CAGR) in 1 year, 15.13 per cent in in 3 years, 17.52 per cent in 5 years, and 12.72 per cent in 10 years.
Top 7 Large Cap Mutual Funds by One-time Investment in 5 Years: When mutual fund investors invest in large cap mutual funds, they invest in a scheme that has at least 80 per cent large cap stocks. On the other hand, mid cap mutual fund investors invest in a scheme with at least 65 per cent of their investments in mid cap stocks. However, in large and mid cap mutual funds, investors invest in a fund that has at least 35 per cent of its investments in large and mid cap stocks each. Such a combination provides them with potential for growth and stability. The category has given a 3.32 per cent annualised return (CAGR) in 1 year, 15.13 per cent in 3 years, 17.52 per cent in 5 years, and 12.72 per cent in 10 years, as per Value Research data. Here, we take you through the top 7 large and mid cap mutual funds that have given highest annualised returns on a one-time investment (lump sum) in 5 years. Also know how a Rs 1.50 lakh one-time investment in each fund has performed in that time frame. Also see SIP returns of those funds.
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Quant Large and Mid Cap Fund Direct-Growth
The large and mid cap fund has given 24.36 per cent annualised return (CAGR) in 5 years.
The fund's annualised SIP return for the same period is 21.77 per cent.
It has assets under management (AUM) of Rs 3,612 crore, while its net asset value (NAV) is Rs 114.67.
Quant Large and Mid Cap Fund Direct-Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 18.58 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.64 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 1.50 lakh one-time investment in the 5-year period has ballooned to Rs 4.46 lakh.
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
The fund has given 23.16 per cent annualised return in the 5-year period.
The fund's annualised SIP return for the same period is 24.51 per cent.
It has AUM of Rs 18,624 crore, while its NAV is Rs 1,000.24.
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 16.61 per cent annualised return since its debut in January 2013.
With an expense ratio of 0.85 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in the 5-year time frame has sprung to Rs 4.25 lakh.
UTI Large & Mid Cap Fund Direct-Growth
The fund has given 22.03 per cent annualised return in the 5-year time frame.
The fund's annualised SIP return for the same period is 23.03 per cent.
It has an asset base of Rs 4,047 crore, while its unit price is Rs 171.26.
UTI Large & Mid Cap Fund Direct-Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 14.93 per cent annualised return since its beginning in January 2013.
At an expense ratio of 0.97 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in 5 years has zoomed to Rs 4.06 lakh.
Motilal Oswal Large and Midcap Fund Direct - Growth
The fund has given 21.89 per cent annualised return in 5 years.
The fund's annualised SIP return for the same period is 24.77 per cent.
It has a fund size of Rs 8,447 crore, while its NAV is Rs 30.27.
Motilal Oswal Large and Midcap Fund Direct - Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 22.59 per cent annualised return since its starting in September 2019.
With an expense ratio of 0.54 per cent, the fund has Rs 500 as the minimum investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in the 5-year period has jumped to Rs 4.04 lakh.
HDFC Large and Mid Cap Fund Direct- Growth
The fund has given 21.86 per cent annualised return in the 5-year period.
The fund's annualised SIP return for the same period is 22.30 per cent.
Its AUM is Rs 23,140 crore, while its NAV is Rs 312.44.
HDFC Large and Mid Cap Fund Direct- Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 13.54 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in the 5-year time frame has jumped to Rs 4.03 lakh.
Bandhan Core Equity Fund Direct-Growth
The fund has given 21.53 per cent annualised return in the 5-year time frame.
The fund's annualised SIP return for the same period is 24.14 per cent.
It has an asset base of Rs 7,574 crore, while its unit price is Rs 136.7.
Bandhan Core Equity Fund Direct-Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 15.85 per cent annualised return since its debut in January 2013.
With an expense ratio of 0.6 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in 5 years has grown to Rs 3.98 lakh.
Mahindra Manulife Large & Mid Cap Fund Direct - Growth
The fund has given 20.83 per cent annualised return in 5 years.
The fund's annualised SIP return for the same period is 19.07 per cent.
It has a fund size of Rs 2,420 crore, while its NAV is Rs 25.98.
Mahindra Manulife Large & Mid Cap Fund Direct - Growth
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 20.4 per cent annualised return since its launch in December 2019.
At an expense ratio of 0.46 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1.50 lakh one-time investment in the 5-year period has converted into Rs 3.86 lakh.