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Top 5 Large and Midcap Mutual Funds With Best SIP Returns in 5 Years: Rs 50,000 monthly SIP in No. 1 fund led to Rs 49 lakh wealth
- Written by Priya Vishwakarma
Published: Zee Business| Updated: Zee Business
Top 5 Large & Midcap Mutual Funds With Best SIP Returns in 5 Years: 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.
Large & Midcap Mutual Funds are ideal for investment horizons of more than five years. While smaller stocks may have greater growth potential, larger stocks are generally considered less risky. As of April 20, these are the top 5 large and midcap mutual funds with the highest SIP returns over the previous five years. According to calculations, a Rs 50,000 monthly investment in the top fund has grown to Rs 48.98 lakh in just 5 years.
1/10
Motilal Oswal Large and Midcap Fund
1/10In 5 years, Motilal Oswal Large and Midcap Fund has given a 19.76 per cent annualised return. Its assets under management (AUM) are Rs 13,995 crore, while its net asset value (NAV) is Rs 34.27. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 20.46 per cent since its launch in September 2019.
2/10
Motilal Oswal Large and Midcap Fund
2/10With an expense ratio of 1.7 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 monthly investment of Rs 50,000, the fund has grown to Rs 48,98,000 in 5 years.
3/10
Bandhan Large & Mid Cap Fund
3/10In 5 years, Bandhan Large & Mid Cap Fund has given a 17.56 per cent annualised return. Its assets under management (AUM) are Rs 14,109 crore, while its net asset value (NAV) is Rs 136.84. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.21 per cent since its launch in June 2005.
4/10
Bandhan Large & Mid Cap Fund
4/10With an expense ratio of 1.68 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 monthly investment of Rs 50,000, the fund has grown to Rs 46,44,000 in 5 years.
5/10
Invesco India Large & Mid Cap Fund
5/10In 5 years, Invesco India Large & Mid Cap Fund has given a 17.19 per cent annualised return. Its assets under management (AUM) are Rs 8,436 crore, while its net asset value (NAV) is Rs 98.79. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.09 per cent since its launch in July 2007.
6/10
Invesco India Large & Mid Cap Fund
6/10With an expense ratio of 1.76 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 monthly investment of Rs 50,000, the fund has grown to Rs 46,02,000 in 5 years.
7/10
ICICI Prudential Large & Mid Cap Fund
7/10In 5 years, ICICI Prudential Large & Mid Cap Fund has given a 16.69 per cent annualised return. Its assets under management (AUM) are Rs 27,005 crore, while its net asset value (NAV) is Rs 1,024.38. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 18.02 per cent since its launch in June 1998.
8/10
ICICI Prudential Large & Mid Cap Fund
8/10With an expense ratio of 1.64 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 monthly investment of Rs 50,000, the fund has grown to Rs 45,46,000 in 5 years.
9/10
UTI Large & Mid Cap Fund
9/10In 5 years, UTI Large & Mid Cap Fund has given a 15.91 per cent annualised return. Its assets under management (AUM) are Rs 182.61 crore, while its net asset value (NAV) is Rs 182.61. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.3 per cent since its launch in August 2005.
10/10
UTI Large & Mid Cap Fund
10/10With an expense ratio of 1.84 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 monthly investment of Rs 50,000, the fund has grown to Rs 44,60,000 in 5 years.
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