ICRA7 min ago
Rs 12,000 SIP in Mutual Funds: Top 5 large and midcap funds in 5 years; Rs 12k SIP in No. 1 fund would have grown to Rs 12.5 lakh
- Written by Bhawna Gupta
Published: Zee Business| Updated: Zee Business
SIP (systematic investment plan) is a way to invest in mutual funds where fund managers pool money from various investors and invest in the market, making a diversified portfolio. There are many types of mutual funds, like smallcap mutual funds, largecap mutual funds, midcap mutual funds, debt funds, flexicap funds, ELSS funds, international mutual funds, sectoral mutual funds, multicap mutual funds etc. Large and midcap mutual funds are one of the equity fund schemes that invest in a mix of largecap and midcap stocks. As per market watchdog Securities and Exchange Board of India (SEBI), these funds are required to invest at least 35 per cent of their assets in largecap companies and midcap companies, each.
Since these funds seek a balance between wealth creation and risk management, they are popular among investors. They invest in both blue-chip companies (market cap of more than Rs 20,000 crore) and midcap companies (market cap of more than Rs 5,000 crore).
A look at the top 5 largecap and midcap mutual funds in the last five years. Check out their performance and what Rs 12,000 monthly SIP for five years would have given you on maturity.
Images: Pixabay
1/10
Motilal Oswal Large and Midcap Fund
1/10The first fund on the list is Motilal Oswal Large and Midcap Fund with an AUM of Rs 17,420 crore. It has given a return of 20.14 per cent in the last five years. The NAV of the fund is Rs 35.87 as of June 17, 2026.
2/10
Rs 12,000 monthly SIP in Motilal Oswal fund
2/10If you had invested Rs 7,20,000 in five years (Rs 12,000/month) in the Motilal Oswal fund in the last five years, the amount would have increased to Rs 12,46,502, according to calculations.
3/10
Invesco India Large & Mid Cap Fund
3/10The second fund on the list is Invesco India. It has given an annual return of 18.41 per cent in last five years. The NAV of the fund is Rs 105 as of June 17, 2026. It is a Rs 10,153 crore fund.
4/10
Rs 12,000 monthly SIP in Invesco India fund
4/10If you had invested Rs 7,20,000 in five years (Rs 12,000/month) in Invesco India fund in the last five years, the amount would have jumped to Rs 11,85,763, as per the calculations.
5/10
Bandhan Large & Mid Cap Fund
5/10The next fund on the list is Bandhan mutual fund with an AUM of Rs 17,461 crore. It has given a return of 16.61 per cent in the last five years. The NAV of the fund is Rs 138.38 as of June 17, 2026.
6/10
Rs 12,000 monthly SIP in Bandhan fund
6/10If you had invested Rs 7,20,000 in five years (Rs 12,000/month) in Bandhan mutual fund in the last five years, the amount would have swelled to Rs, calculations show.
7/10
HSBC Large and Mid Cap Fund
7/10HSBC is a Rs 5,110 crore fund. The fund has given a return of 15.93 per cent in last five years. The NAV of the fund is Rs 29.11 as of June 17, 2026.
8/10
Rs 12,000 monthly SIP in HSBC fund
8/10If you had invested Rs 7,20,000 in five years (Rs 12,000/month) in HSBC Large and Mid Cap Fund in the last five years, the amount would have increased to Rs 11,26,314, calculations show.
9/10
ICICI Prudential Large & Mid Cap Fund
9/10The last and fifth fund on the list is ICICI Prudential mutual fund that has given an annual 14.84 per cent return. The NAV is Rs 1,015.04 as of June 17, 2026. The AUM of the fund is Rs 30,147 crore.
10/10
Rs 12,000 monthly SIP in ICICI Prudential fund
10/10If you had invested Rs 7,20,000 in five years (Rs 12,000/month) in the ICICI Prudential mutual fund in the last five years, the amount would have turned to Rs 10,71,348, calculations show.
Our calculations are projections and not investment advice. Do your own due diligence or consult an expert for financial planning.
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