Top Large Cap Fund vs Top Mid Cap Fund in 3 Years: Which funds have made investors richer on Rs 10,000 monthly SIP, Rs 1 lakh one-time investments
Top Large Cap Fund vs Top Mid Cap Fund: Large cap mutual funds invest at least 80 per cent of their amount in large cap stocks, while mid cap mutual funds need to maintain at least 65 per cent of their investments in large cap stocks.
Top Large Cap Fund vs Top Mid Cap Fund: Large cap and mid cap are two popular categories for equity mutual fund investors. Investors buy them for growth and long-term stability. While large cap mutual funds invest in India's top 100 companies with the highest market capitalisation, mid cap funds invest in firms in the 101st to 250th places in m-cap. In total, both funds invest in India's top 250 companies. Given their stature as equity funds, they are, however, highly risky. While they can give exceptional results in a bullish market, they can decline fast during high market fluctuations. Investors with a long-term investment horizon can add them to their portfolio to get stable returns and build a large corpus in the long run. Here, we take you through the top large cap mutual fund and the top mid cap mutual fund in 3 years in terms of highest annualised SIP and lump sum returns. Also know how a Rs 10,000 monthly SIP investment and Rs 1,00,000 lump sum (one-time investment) have performed in top funds.
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Top large cap lump sum mutual fund in 3 years
Nippon India Large Cap Fund Direct-Growth is the top large cap mutual fund with 23.40 per cent annualised return in 3 years.
The fund has asset under management (AUM) of Rs 39,677 crore, while its net asset value (NAV) as on May 9, 2025, was Rs 94.35.
Top large cap lump sum mutual fund in 3 years
Benchmarked against BSE 100 TRI, the fund has given a 16.23 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.71 per cent, the fund has Rs 500 as the minimum investment and Rs 1,000 as the minimum lump sum investment.
Best large cap SIP mutual fund in 3 years
Benchmarked against BSE 100 TRI, the fund has given a 12.69 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.97 per cent, the fund has Rs 500 as the minimum investment and Rs 1,000 as the minimum lump sum investment.
Top mid cap lump sum mutual fund in 3 years
Motilal Oswal Midcap Fund Direct-Growth is the top mid cap mutual fund with a 32.51 per cent annualised return in the 3-year time frame.
The fund has an asset base of Rs 27,780 crore, while its NAV as on May 9, 2025, was Rs 94.35.
Top mid cap lump sum mutual fund in 3 years
Benchmarked against NIFTY Midcap 150 TRI, the fund has given a 23.7 per cent annualised return since its start in February 2014.
At an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum investment and Rs 1,000 as the minimum lump sum investment.
Best mid cap SIP mutual fund in 3 years
Motilal Oswal Midcap Fund Direct-Growth is also the top mid cap SIP mutual fund with a 28.24 per cent annualised return in the 3-year period.
The fund has an asset base of Rs 27,780 crore, while its NAV as on Rs May 9, 2025, was Rs 94.35.
Best mid cap SIP mutual fund in 3 years
Benchmarked against NIFTY Midcap 150 TRI, the fund has given a 23.7 per cent annualised return since its beginning in February 2014.
At an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum investment and Rs 1,000 as the minimum lump sum investment.
Value of Rs 1 lakh lump sum investment in top large cap fund
A Rs 100,000 one-time investment in the fund has jumped to Rs 1,87,908 in the 3-year time frame.
Value of Rs 1 lakh lump sum investment in top midcap fund
A Rs 100,000 lump sum investment in the fund has jumped to Rs 2,32,672.99 in the 3-year period.
Value of Rs 10,000 monthly SIP investment in top large cap fund
A Rs 10,000 monthly SIP investment, or Rs 3,60,000 investment overall, has jumped to Rs 4,82,938 in 3 years.
Value of Rs 10,000 monthly SIP investment in top mid cap fund
A Rs 10,000 monthly investment in the top mid cap fund has generated a total corpus of Rs 5,40,581.