ITR Forms5 min ago
Top 7 Large & Midcap Mutual Funds in 5 Years: Rs 16,00,000 lump sum investment in No. 1 scheme has led to Rs 60.3 lakh wealth
- Written by Bhawna Gupta
Published: 5:41 PM, Oct 22, 2025
|Updated: 5:41 PM, Oct 22, 2025
Large & midcap mutual funds are equity funds that invest in both largecap and midcap companies. These funds invest in the top 200 companies of India. According to the experts, they may be ideal for an investment horizon of over five years.
Largecap companies are those whose market capitalistaion is more than Rs 20,000 crore, while midcap companies' market capitalisation is between Rs 5,000 to Rs 2,000 crore. Large-cap stocks generally offer more stability, while mid-cap stocks have a higher growth potential, providing a balance between these two characteristics.
Now, let's take a look at the top seven large and midcap mutual funds that have given the highest returns in the last five years. Also, look at the calculations of a Rs 16 lakh lump sum investment in these funds and know which one has given the best returns.
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Motilal Oswal Large and Midcap Fund Direct - Growth
In five years, Motilal Oswal Large and Midcap Fund has given a 30.4 per cent annualised return. Its assets under management (AUM) are Rs 13,778 crore, while its net asset value (NAV) is Rs 38.4 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 60,32,648 in five years, calculations show.
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ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
ICICI Prudential Large & Mid Cap Fund has delivered a 28.6 per cent annualised return over the past five years. Its assets under management (AUM) are Rs 24,424 crore, while its net asset value (NAV) is Rs 1,162.8 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 56,27,621 in five years, calculations show.
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HDFC Large and Mid Cap Fund Direct- Growth
In five years, HDFC Large and Mid Cap Fund has given a 27.3 per cent annualised return. Its assets under management (AUM) are Rs 26,949 crore, while its net asset value (NAV) is Rs 367.7 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 53,48,870 in five years, calculations show.
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Bandhan Large & Mid Cap Fund Direct-Growth
Bandhan Large & Mid Cap Fund has delivered a 26.8 per cent annualised return over the past five years. Its assets under management (AUM) are Rs 10,818 crore, while its net asset value (NAV) is Rs 161.8 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 52,44,647 in five years, calculations show.
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UTI Large & Mid Cap Fund Direct-Growth
In five years, the UTI Large & Mid Cap Fund has given a 26.1 per cent annualised return. Its assets under management (AUM) are Rs 4,993 crore, while its net asset value (NAV) is Rs 195 as of October 20. With a lump sum investment of Rs 16,00,000 the fund has jumped to Rs 51,01,471 in five years, calculations show.
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Quant Large and Mid Cap Fund Direct-Growth
Quant Large and Mid Cap Fund has delivered a 25.5 per cent annualised return over the past five years. Its assets under management (AUM) are Rs 3,482 crore, while its net asset value (NAV) is Rs 126.5 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 49,81,254 in five years, calculations show.
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Invesco India Large & Mid Cap Fund Direct-Growth
In five years, Invesco India Large & Mid Cap Fund has given a 25.3 per cent annualised return. Its assets under management (AUM) are Rs 8,441 crore, while its net asset value (NAV) is Rs 123.9 as of October 20. With a lump sum investment of Rs 16,00,000, the fund has jumped to Rs 49,41,689 in five years, calculations show.
Investing in mutual funds is subject to market risks. Consult your advisor before making any investment.
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