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Top 5 Large and Mid Cap Mutual Funds With Highest SIP Returns In 10 Years: Rs 25,000 monthly SIP has grown to Rs 81.99 lakh in No. 1 fund
- Written by Anamika Singh
Published: 12:03 PM, Apr 18, 2025
|Updated: 12:04 PM, Apr 18, 2025
The SEBI (Securities Exchange Board of India) has developed criteria for classifying companies. The top 100 companies listed in the stock market based on market capitalisation are classified as large-cap companies. Mutual funds that hold companies from this category are called ‘Large-cap funds’. Large-cap companies usually have good track records and significantly high market values (market cap). Mutual funds that hold stocks from the mid-cap are called ‘Mid-cap funds’. SEBI established a rule in 2017, according to which companies ranked from 101 to 250 in terms of market capitalization are known as mid-cap companies. The market cap for these companies will be around Rs 5,000 to Rs 20,000 crores. Thus, explore the top large and mid cap mutual funds with the highest returns in 10 years. See how Rs 25,000 monthly SIP has turned to Rs 81.99 lakh in No. 1 fund.
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DISCLAIMER: Not financial advice; invest at your own risk
1/10
Quant Large and Mid Cap Fund
In 10 years, Quant Large and Mid Cap Fund has given a 19.00 per cent annualised SIP return. Its assets under management (AUM) are Rs 3,519 crore, while its net asset value (NAV) is Rs 120.69. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 18.81 per cent since its launch in January 2013.
2/10
Quant Large and Mid Cap Fund
With an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly SIP investment of Rs 25,000 in 10 years, the fund has given a total of Rs 81,54,000.
3/10
HDFC Large and Mid Cap
The HDFC Large and Mid Cap Fund has given a 17.72 per cent annualised return over the past 10 years. It has assets under management (AUM) of Rs 23,380 crore, while its net asset value (NAV) is Rs 329.5 as on April 17, 2025. Benchmarked against Nifty Large Midcap 250 TRI, this fund has given a 13.83 per cent annualised return since its launch in January 2013.
4/10
HDFC Large and Mid Cap
At an expense ratio of 1.02 per cent, the fund has set Rs 500 as the minimum monthly investment and Rs 1,000 as the minimum lump sum investment. A Rs 25,000 monthly investment in the HDFC Large and Mid Cap Fund has converted into Rs 76,09,000 in 10 years.
5/10
UTI Large & Mid Cap Fund
In 10 years, UTI Large & Mid Cap Fund has given a 17.24 per cent annualised SIP return. Its assets under management (AUM) are Rs 4,101 crore, while its net asset value (NAV) is Rs 178.45. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 15.1 per cent since its launch in January 2013.
6/10
UTI Large & Mid Cap Fund
With an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly SIP investment of Rs 25,000 and a total investment of Rs 30 lakh in 10 years, the fund has given a total of Rs 74,16,000.
7/10
Invesco India Large & Mid Cap Fund
The Invesco India Large & Mid Cap Fund has given an 18.59 per cent annualised return over the past 10 years. It has assets under management (AUM) of Rs 6,432 crore, while its net asset value (NAV) is Rs 105.75 as on April 17, 2025. Benchmarked against Nifty Large Midcap 250 TRI, this fund has given a 17.99 per cent annualised return since its launch in January 2013.
8/10
Invesco India Large & Mid Cap Fund
At an expense ratio of 0.7 per cent, the fund has set Rs 500 as the minimum monthly investment and Rs 1,000 as the minimum lump sum investment. A Rs 25,000 monthly investment and a total of 30 lakh in 10 years has converted into Rs 79,77,000.
9/10
ICICI Prudential Large & Mid Cap Fund
In 10 years, ICICI Prudential Large & Mid Cap Fund has given a 19.10 per cent annualised SIP return. Its assets under management (AUM) are Rs 19,353 crore, while its net asset value (NAV) is Rs 1,053.32. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 16.86 per cent since its launch in January 2013.
10/10
ICICI Prudential Large & Mid Cap Fund
With an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly SIP investment of Rs 25,000 and a total investment of Rs 30 lakh in 10 years, the fund has given a total of Rs 81,99,000.
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