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Top 7 Large and Mid Cap Mutual Funds With Highest SIP Returns in 5 Years: Check how Rs 1,50,000 one-time investment has grown in each scheme
- Written by Anamika Singh
Published: 6:15 PM, Mar 4, 2025
|Updated: 11:57 AM, Mar 5, 2025
When it comes to investing in mutual funds, investors often look for a balance between stability and growth. Large cap funds offer stability, while small cap funds provide high growth potential. However, both come with high risk. Mid cap funds, on the other hand, can offer the best of both worlds, growth, and stability. This is because they invest in mid-sized companies, which are said to be less volatile than small caps but more agile than large caps. Thus, let’s find out how Rs 1,50,000 one-time investment in each fund has performed during the given time frame.
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ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
In 5 years, ICICI Prudential Large & Mid Cap Fund has given 23.84 per cent annualised SIP returns. Its assets under management (AUM) are Rs 18,624 crore, while its net asset value (NAV) is Rs 970.29. Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given annualised returns of 16.26 per cent since its launch on January 01, 2013.
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ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
With an expense ratio of 0.85 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 4,37,000.
3/14
Bandhan Core Equity Fund Direct-Growth
In 5 years, Bandhan Core Equity Fund has given 22.28 per cent annualised SIP returns. Its assets under management (AUM) are Rs 7,574 crore, while its net asset value (NAV) is Rs 132.58. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 15.5 per cent since its launch on January 01, 2013.
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Bandhan Core Equity Fund Direct-Growth
With an expense ratio of 0.6 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 4,10,000.
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Motilal Oswal Large and Midcap Fund Direct - Growth
In 5 years, Motilal Oswal Large and Midcap Fund has given 21.54 per cent annualised SIP returns. Its assets under management (AUM) are Rs 8,447 crore, while its net asset value (NAV) is Rs 28.54. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 21.06 per cent since its launch on September 27, 2019.
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Motilal Oswal Large and Midcap Fund Direct - Growth
With an expense ratio of 0.54 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 3,98,000.
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UTI Large & Mid Cap Fund Direct-Growth
In 5 years, UTI Large & Mid Cap Fund has given 22.77 per cent annualised SIP returns. Its assets under management (AUM) are Rs 4,047 crore, while its net asset value (NAV) is Rs 164.76. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 14.51 per cent since its launch on January 01, 2013.
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UTI Large & Mid Cap Fund Direct-Growth
With an expense ratio of 0.98 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 4,18,000.
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HDFC Large and Mid Cap Fund Direct- Growth
In 5 years, HDFC Large and Mid Cap Fund has given 22.87 per cent annualised SIP returns. Its assets under management (AUM) are Rs 23,140 crore, while its net asset value (NAV) is Rs 303.03. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 13.2 per cent since its launch on January 01, 2013.
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HDFC Large and Mid Cap Fund Direct- Growth
With an expense ratio of 0.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 4,20,000.
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Invesco India Large & Mid Cap Fund Direct-Growth
In 5 years, Invesco India Large & Mid Cap Fund has given 19.65 per cent annualised SIP returns. Its assets under management (AUM) are Rs 6,250 crore, while its net asset value (NAV) is Rs 96. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 17.25 per cent since its launch on January 01, 2013.
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Invesco India Large & Mid Cap Fund Direct-Growth
With an expense ratio of 0.7 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 3,68,000.
13/14
Nippon India Vision Direct-Growth
In 5 years, Nippon India Vision has given 20.09 per cent annualised SIP returns. Its assets under management (AUM) are Rs 5,353 crore, while its net asset value (NAV) is Rs 1,344.98. Benchmarked against Nifty Large Midcap 250 TRI, the fund has given annualised returns of 14.02 per cent since its launch on January 01, 2013.
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Nippon India Vision Direct-Growth
With an expense ratio of 1.38 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 1,50,000, the fund has grown to Rs 3,75,000.
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