Top Largecap, Midcap, Smallcap Funds by One-Time Investment: In 3 years, 9 MF schemes have turned Rs 1 lakh into Rs 1.55 lakh-Rs 2.21 lakh, SIP returns at 19-37%; see list

Top 9 Largecap, Midcap, Smallcap Mutual Funds in 10 Years: Here is a list of the top-performing mutual fund schemes in 3 years by one-time investments, as of January 23, according to AMFI data. Are you invested in any of these MF schemes? Read on to learn more about their lump sum and SIP returns in detail. 

ZeeBiz WebTeam | Jan 25, 2025, 11:25 PM IST

Top Largecap, Midcap, Smallcap Funds by One-Time Investment: As many as nine mutual fund schemes—across largecap, midcap and smallcap segments—have delivered annualised returns to the tune of 16-30 per cent in 3 years, as of January 23, according to data from industry body AMFI. These mutual fund (MF) schemes have turned every Rs 1 lakh of one-time investment into Rs 1.55 lakh-2.21 lakh during this period, calculations show. At the same time, these schemes have built wealth to the tune of Rs 4.75 lakh-6.11 lakh through Rs 10,000 monthly SIPs, translating to 18.9-37.4 per cent annualised growth. 

All images are representational. Image credit: PTI, Pexels 

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9 MF schemes have delivered 16-30% returns on one-time investment in 3 years

9 MF schemes have delivered 16-30% returns on one-time investment in 3 years

These funds are: Nippon India Large Cap Fund (with 19.01 per cent annualised return in direct mode), HDFC Large Cap Fund (15.93 per cent), ICICI Prudential Bluechip Fund (15.84 per cent), Motilal Oswal Midcap Fund (30.28 per cent), HDFC Mid-Cap Opportunities Fund (25.39 per cent), Edelweiss Mid Cap Fund (24.39 per cent), Bandhan Small Cap Fund (26.22 per cent), ITI Small Cap Fund (23.43 per cent) and Nippon India Small Cap Fund (23.33 per cent). 

 

 

 

 

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Benchmark Returns

Benchmark Returns

The 9 mutual funds have delivered returns superior to their benchmarks: BSE 100 Total Return Index (12.31 per cent), Nifty 100 Total Return Index (11.29 per cent), Nifty Midcap 150 Total Return Index (20.95 per cent), BSE 250 SmallCap Total Return Index (17.97 per cent) and Nifty Smallcap 250 Total Return Index (18.37 per cent).

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Their SIP returns are even better

Their SIP returns are even better

Nippon India Large Cap Fund: 20.73%

HDFC Large Cap Fund : 22.62%

ICICI Prudential Bluechip Fund: 18.86%

Motilal Oswal Midcap Fund: 36.63%

HDFC Mid-Cap Opportunities Fund: 29.41%

Edelweiss Mid Cap Fund: 31.49%

Bandhan Small Cap Fund: 37.41%

ITI Small Cap Fund: 32.27%

Nippon India Small Cap Fund: 31.96%

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Can you guess the top performing segment in 3 years?

Can you guess the top performing segment in 3 years?

In the 3-year timeframe, midcap funds have outperformed their smallcap and largecap counterparts in terms of annualised returns, as of January 23, AMFI data shows. 

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Largecap, midcap & smallcap fund returns in 3 years

Largecap, midcap & smallcap fund returns in 3 years

The 3 midcap funds on this list have delivered annualised returns ranging from 24 per cent to 30 per cent in 3 years. 

During the same period, the 3 largecap funds have given returns of 16-19 per cent, higher than the 3 smallcap funds' 23-26 per cent returns, data shows.

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What do these returns mean?

What do these returns mean?

Let's take a closer look at these returns now. To put things into perspective, let's compare the estimated returns on a Rs 1 lakh one-time investment and a Rs 10,000 monthly SIP in each fund.

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Nippon India Large Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

Nippon India Large Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A Rs 1 lakh one-time investment in this fund has grown to about Rs 1.69 lakh in 3 years, translating to an annualised 19.01 per cent return, calculations show.

At the same time, a Rs 10,000 monthly SIP in the same scheme (with total investment of Rs 3.6 lakh in 3 years) has amassed a sum of Rs 4.88 lakh. 

 

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HDFC Large Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

HDFC Large Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A lump sum investment of Rs 1 lakh has grown to Rs 1.56 lakh in this fund in 3 years. 

A Rs 10,000 monthly SIP has led to a corpus of about Rs 5 lakh in the scheme.

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ICICI Prudential Bluechip Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

ICICI Prudential Bluechip Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A Rs 1 lakh one-time investment in this fund has grown to Rs 1.55 lakh in this largecap scheme.

A Rs 10,000 monthly SIP has led to wealth of Rs 4.75 lakh during the same period.

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Motilal Oswal Midcap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

Motilal Oswal Midcap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A Rs 1 lakh one-time investment in this midcap scheme has grown to Rs 2.21 lakh in 3 years, while a Rs 10,000 monthly SIP has led to a corpus of Rs 6.05 lakh.

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HDFC Mid-Cap Opportunities Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

HDFC Mid-Cap Opportunities Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A Rs 1 lakh one-time investment in this fund has led to a corpus of Rs 1.97 lakh in 3 years. 

During this period, a Rs 10,000 monthly SIP has turned total investment of Rs 3.6 lakh to about Rs 5.5 lakh. 

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Edelweiss Mid Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

Edelweiss Mid Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A one-time investment of Rs 1 lakh in this scheme has grown to Rs 1.92 lakh in this scheme in 3 years. 

A Rs 10,000 monthly SIP has helped investors create a corpus of Rs 5.65 lakh in 3 years. 

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Bandhan Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

Bandhan Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A Rs 1 lakh lump sum investment has led to a Rs 2.01 lakh corpus in this scheme in 3 years. 

During this period, a Rs 10,000 monthly SIP has led to a Rs 6.11 lakh corpus.

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ITI Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

ITI Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

In 3 years, a one-time investment of Rs 1 lakh has grown to Rs 1.88 lakh in this scheme.

A Rs 10,000 monthly SIP has led to a corpus of Rs 5.71 lakh during the same period. 

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Nippon India Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

Nippon India Small Cap Fund | Rs 1 lakh one-time investment & Rs 10,000 monthly SIP returns

A sum of Rs 1 lakh in this scheme has grown to Rs 1.88 lakh in 3 years. 

During the same period, a Rs 10,000 monthly SIP has led to a Rs 5.79 corpus.

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