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Top 5 Large and Midcap Mutual Funds by SIP Returns: Rs 50,000 monthly SIP in No. 1 fund has led to Rs 43.48 lakh wealth in 5 Years—See list
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 5 Large and Midcap Mutual Funds With Best SIP Returns in 5 Years: Large and mid-cap mutual funds are a category of equity-oriented mutual funds that invest in both large-cap and mid-cap companies. Stocks of large companies are generally considered less risky and are ideal for investments with a horizon of more than five years.
Largecap mutual funds: They are equity funds that invest in large companies with a market capitalisation of more than Rs 20,000 crore.
Midcap mutual funds: These funds invest in midcap companies with a market capitalisation of Rs 5,000 crore to Rs 20,000 crore.
As of April 6, these are the top 5 Large and Midcap mutual funds with the highest SIP returns over the previous 5 years. According to calculations, a Rs 50,000 monthly investment in the top fund has grown to Rs 43,48,000 in just 5 years.
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1/10
Motilal Oswal Large and Midcap Fund
1/10In 5 years, the Motilal Oswal Large and Midcap Fund has given a 14.89 per cent annualised return. Its assets under management (AUM) are Rs 15,017 crore, while its net asset value (NAV) is Rs 30.31. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 18.32 per cent since its inception 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 43,48,000 in 5 years.
3/10
Bandhan Large & Mid Cap Fund
3/10In 5 years, the Bandhan Large & Mid Cap Fund has given a 14.05 per cent annualised return. Its assets under management (AUM) are Rs 14,780 crore, while its net asset value (NAV) is Rs 125.45. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 12.76 per cent since its inception 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 42,60,000 in 5 years.
5/10
ICICI Prudential Large & Mid Cap Fund
5/10In 5 years, the ICICI Prudential Large & Mid Cap Fund has given a 13.19 per cent annualised return. Its assets under management (AUM) are Rs 28,506 crore, while its net asset value (NAV) is Rs 939.97. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 17.68 per cent since its inception in June 1998.
6/10
ICICI Prudential Large & Mid Cap Fund
6/10With 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 42,13,000 in 5 years.
7/10
Invesco India Large & Mid Cap Fund
7/10In 5 years, the Invesco India Large & Mid Cap Fund has given a 12.73 per cent annualised return. Its assets under management (AUM) are Rs 9,392 crore, while its net asset value (NAV) is Rs 88.37. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 12.44 per cent since its inception in July 2007.
8/10
Invesco India Large & Mid Cap Fund
8/10With 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 41,23,000 in 5 years.
9/10
UTI Large & Mid Cap Fund
9/10In 5 years, the UTI Large & Mid Cap Fund has given a 12.64 per cent annualised return. Its assets under management (AUM) are Rs 5,724 crore, while its net asset value (NAV) is Rs 168.38. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 12.89 per cent since its inception 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 41,15,000 in 5 years.
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