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Top 5 Large and Midcap Mutual Funds With Best Returns in 5 Years: Rs 15,00,000 lumpsum investment in No. 1 fund led to Rs 36.97 lakh wealth
- Written by Priya Vishwakarma
Published: Zee Business| Updated: Zee Business
Top 5 Large & Midcap Mutual Funds With Best Returns in 5 Years: Mutual funds are an asset class that invests money in various assets like stocks, equities and bonds on behalf of investors. The largecap and midcap mutual funds invest in both large-cap and mid-cap companies.
- Largecap mutual funds are equity funds that invest in large companies with a market capitalisation of more than Rs 20,000 crore.
- Midcap mutual funds invest in midcap companies with a market capitalisation of Rs 5,000 crore to Rs 20,000 crore.
As of May 25, these are the top 5 large and midcap mutual funds with the highest returns over the previous five years. According to calculations, a Rs 15,00,000 lumpsum investment in the top fund has grown to Rs 36.97 lakh in just 5 years.
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1/10
Motilal Oswal Large and Midcap Fund
1/10In 5 years, Motilal Oswal Large and Midcap Fund has given a 19.77 per cent annualised return. Its assets under management (AUM) are Rs 16,777 crore, while its net asset value (NAV) is Rs 34.28. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 20.14 per cent since its launch in September 2019.
2/10
Motilal Oswal Large and Midcap Fund
2/10With an expense ratio of 1.91 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 15,00,000 in MF, the fund has grown to Rs 36,97,000 in 5 years.
3/10
Bandhan Large & Mid Cap Fund
3/10In 5 years, Bandhan Large & Mid Cap Fund has given a 18.01 per cent annualised return. Its assets under management (AUM) are Rs 16,672 crore, while its net asset value (NAV) is Rs 138.22. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.2 per cent since its launch in June 2005.
4/10
Bandhan Large & Mid Cap Fund
4/10With an expense ratio of 2.45 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 15,00,000 in MF, the fund has grown to Rs 34,33,000 in 5 years.
5/10
ICICI Prudential Large & Mid Cap Fund
5/10In 5 years, ICICI Prudential Large & Mid Cap Fund has given a 17.78 per cent annualised return. Its assets under management (AUM) are Rs 29,757 crore, while its net asset value (NAV) is Rs 994.8. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 17.83 per cent since its launch in June 1998.
6/10
ICICI Prudential Large & Mid Cap Fund
6/10With an expense ratio of 2.0 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 15,00,000 in MF, the fund has grown to Rs 34,000 in 5 years.
7/10
Invesco India Large & Mid Cap Fund
7/10In 5 years, Invesco India Large & Mid Cap Fund has given a 17.18 per cent annualised return. Its assets under management (AUM) are Rs 9,761 crore, while its net asset value (NAV) is Rs 99.88. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.08 per cent since its launch in July 2007.
8/10
Invesco India Large & Mid Cap Fund
8/10With an expense ratio of 1.9 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 15,00,000 in MF, the fund has grown to Rs 33,14,000 in 5 years.
9/10
HDFC Large and Mid Cap Fund
9/10In 5 years, HDFC Large and Mid Cap Fund has given a 16.35 per cent annualised return. Its assets under management (AUM) are Rs 28,255 crore, while its net asset value (NAV) is Rs 332.57. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 12.91 per cent since its launch in January 1994.
10/10
HDFC Large and Mid Cap Fund
10/10With an expense ratio of 1.59 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lumpsum investment of Rs 15,00,000 in MF, the fund has grown to Rs 31,98,000 in 5 years.
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