Top 7 Large and Mid Cap Mutual Funds With up to 43% Return in 1 Year: Rs 25,000 monthly SIP investment in No. 1 scheme is now worth Rs 3,64,654
Top 7 Large and Mid Cap Mutual Funds in 1 Year: Large and mid cap is a mutual fund category which has exposure to large and mid cap stocks. The category can provide stability and growth in the long run. The category has given 34.15 p cent annualised return in 1 year, 18.99 per cent in 3 years, 21.38 per cent in 5 years, and 14.81 per cent in 10 years.
Top 7 Large and Mid Cap Mutual Funds in 1 Year: Investors seeking stability invest in large cap mutual funds, while those seeking growth and some stability invest in mid caps. Many investors invest in both categories for the diversification of portfolio. Large cap mutual funds need to have at least 80 per cent of their investments in large cap stocks, while mid cap mutual funds need to have at least 65 per cent in mid cap stocks, as per Securities Exchange Board of India's (Sebi) classification of mutual funds. But in the large and cap mid category, they have exposure in large and mid cap nearly in equal proportion. Large and mid cap mutual funds need to have at least 35 per cent of their investments in large cap stocks, and the same percentage in mid cap stocks. This condition provides them with stability and growth in the long run. The category has given 34.15 p cent annualised return in 1 year, 18.99 per cent in 3 years, 21.38 per cent in 5 years, and 14.81 per cent in 10 years, as per Value Research data. In this write-up, know about the top 7 large and mid cap mutual funds with highest annualised SIP returns (XIRR) in 1 year and how Rs 25,000 monthly SIP investment in each fund has grown during the same time frame.
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Motilal Oswal Large and Midcap Fund Direct - Growth
The fund has given 42.14 per cent annualised SIP return in the 1-year period.
It has assets under management (AUM) of Rs 6,840 crore, while its net asset value (NAV) is Rs 35.7.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 27.74 per cent annualised return since its inception in September 2019.