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.
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
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).
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).
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%
Can you guess the top performing segment in 3 years?

Largecap, midcap & smallcap fund returns in 3 years

What do these returns mean?

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.
HDFC Large Cap 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

Motilal Oswal Midcap 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

Edelweiss Mid 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

ITI 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
