Top 5 Large and Mid Cap SIP Mutual Funds: Know what Rs 6,000 and Rs 12,000 monthly SIPs in each fund have given in 3 years
As per Association of Mutual Funds in India (AMFI), a large and mid cap mutual fund needs to invest 35 per cent of its investments in large- and mid-cap companies. To take full advantage of this rule, fund managers shift more money to the cap that is doing better under a particular market condition.
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06:44 PM IST
Top Large and Mid Cap SIP Mutual Funds in 3 Years: Large and mid cap mutual funds are considered options that can provide the stability of large-cap mutual funds and the growth of mid-cap mutual funds. As per Association of Mutual Funds in India (AMFI), a large and mid cap mutual fund needs to invest 35 per cent of its investments in large- and mid-cap companies. To take full advantage of this rule, fund managers shift more money to the cap that is doing better under that market condition. E.g., if the market is volatile and large-cap companies are less volatile, the fund manager will increase the proportion of funds into large-cap stocks, if the market is rising and mid-cap stocks are in good health, the manager will invest more in mid-cap firms.
Also Read | Top PSU Mutual Funds in 3 Years: Know maturity amount on Rs 5,000 and Rs 10,000 monthly SIPs
Like all equity mutual funds, large and mid cap are also high-risk, but a lot of investors seeking good returns and stability invest in large and mid cap mutual funds.
Many large and mid-cap mutual funds have given high returns in the last three years. Here is a list of the top 5 funds and what Rs 6,000 and Rs 12,000 SIP in each fund has given in that time period.
Quant Large and Mid Cap Fund - Direct Plan - Growth
The fund in the No. 1 position has given annualised SIP returns (XIRR) of 38.64 per cent in the three-year period.
The fund has assets under management (AUM) of Rs 2,955 crore, while its net asset value (NAV) is Rs 134.3926.
The minimum lump sum investment in the fund is Rs 5,000, while the minimum SIP investment is Rs 1,000.
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The expense ratio is 0.66 per cent. It has 31 stocks in its portfolio, of which Reliance Industries Limited, BHEL, Adani Power, and Jio Financial are the main stocks.
A Rs 6,000 monthly SIP in the fund for three years, or a total of Rs 2,16,000 investment, has given a total of Rs 3,71,637 as of today's date.
An SIP of Rs 12,000 a month for the three years, or Rs 4,32,000 investment in total, has given a total of Rs 7,43,273.
Motilal Oswal Large and Midcap Fund - Direct Plan
The large and mid cap fund has given annualised SIP returns of 34.09 per cent in the three-year period.
The fund's AUM is Rs 4,293 crore, while its NAV is priced at Rs 30.4744.
The minimum lump sum and SIP investments in the fund are Rs 500 each.
Its expense ratio is 0.48 per cent. The fund has 29 stocks in its portfolio with Zomato, Prestige Estates, Trent, and Kalyan Jewellers as its main stocks.
A Rs 6,000 monthly SIP in the fund for three years has given a total of Rs 3,50,358 as of today's date.
An SIP of Rs 12,000 a month for the three years has given a total of Rs 7,00,716.
Bandhan Core Equity Fund - Direct Plan
The fund at No. 3 has given annualised SIP returns of 33.90 per cent.
It has an AUM of Rs 4,681 crore, while its NAV is worth Rs 138.8710.
The minimum lump sum investment in the fund is Rs 1,000, while the minimum SIP investment is Rs 100.
The fund has an expense ratio of 0.74 per cent.
In a large portfolio of 106 stocks, it has ICICI Bank, HDFC Bank, Reliance Industries, Infosys, and L&T as its main stocks.
A Rs 6,000 monthly SIP in the fund for three years has given a total of Rs 3,49,474 as of today's date.
An SIP of Rs 12,000 a month for the three years has given a total of Rs 6,98,948.
HDFC Large and Mid Cap Fund - Direct Plan
The fund has annualised SIP returns of 31.19 per cent in the last three years.
The fund's assets under management (AUM) are Rs 19,454 crore, while its NAV is worth Rs 330.6990.
The minimum lump sum and SIP investments in the fund are Rs 100 each.
The fund has an expense ratio of 0.83 per cent.
The fund from HDFC Mutual Fund has a large portfolio of 186 stocks with HDFC Bank, ICICI Bank, IndusInd Bank, and Axis Bank as its main stocks.
A Rs 6,000 monthly SIP in the fund for three years has given a total of Rs 3,37,221 as of today's date.
An SIP of Rs 12,000 a month for the three years has given a total of Rs 6,74,441.
Kotak Equity Opportunities Fund - Direct Plan
The fund has given 30.72 per cent annualised SIP returns in the three-year period.
It has an AUM of Rs 22,329 crore, while its NAV is worth Rs 368.6090.
One can have a minimum lump and SIP investments of Rs 100 each in the fund.
It has an expense ratio of 0.52 per cent.
The fund from Kotak has 66 stocks in its portfolio with SBI, BEL, Maruti Suzuki, HDFC Bank, and Bharat Forge being its main stocks.
A Rs 6,000 monthly SIP in the fund for three years has given a total of Rs 3,35,093 as of today's date.
An SIP of Rs 12,000 a month for the three years has given a total of Rs 6,70,186.
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