Investing in mutual funds has become a popular way to grow wealth over time. Among various fund categories, large and mid-cap mutual funds have gained significant attention due to their potential to provide stability and growth. These funds invest at least 35% of their portfolio in both large-cap and mid-cap stocks, as mandated by SEBI (Securities and Exchange Board of India). This blend of stability from large-cap stocks and growth potential from mid-cap stocks makes them an attractive choice for investors.
Top 7 Large and Mid Cap Mutual Funds Offering Highest SIP Returns in 5 Years
If you’re aiming to maximize your SIP (Systematic Investment Plan) returns over 5 years, here’s a list of the top-performing large and mid-cap mutual funds based on annualized SIP returns.
Key Benefits of Large and Mid-Cap Mutual Funds
- Stability and Growth: The dual investment in large and mid-cap stocks ensures long-term stability and higher growth potential.
- Market Adaptability: Fund managers can adjust allocations between large and mid-cap stocks based on market conditions.
- Impressive Returns: Historically, this category has delivered substantial returns, making it ideal for long-term investors.
Top 7 Large and Mid-Cap Mutual Funds with Highest 5-Year SIP Returns
The table below highlights the top-performing funds, showcasing their 5-year annual SIP return, AUM (Assets Under Management), NAV (Net Asset Value), and other key details:
| Fund Name | 5-Year SIP Return (%) | AUM (₹ Crore) | NAV (₹) | Annual Return Since Inception (%) |
|---|---|---|---|---|
| Motilal Oswal Large and Mid Cap Fund | 34.72 | 6,840 | 36.7974 | 28.87 |
| Bandhan Core Equity Fund | 30.51 | 6,917 | 153.2230 | 17.26 |
| UTI Large and Mid Cap Fund | 29.18 | 3,976 | 191.1481 | 16.27 |
| HDFC Large and Mid Cap Fund | 28.88 | 23,485 | 352.6170 | 14.94 |
| Invesco India Large and Mid Cap Fund | 29.09 | 3,709 | 129.5083 | 19.32 |
| Quant Large and Mid Cap Fund | 28.6 | 3,709 | 129.5083 | 20.15 |
| ICICI Prudential Large and Mid Cap Fund | 28.57 | 17,120 | 1,061.3000 | 17.51 |
Highlights of the Best Performing Funds
- Motilal Oswal Large and Mid Cap Fund
- Offers the highest 5-year SIP return at 34.72%.
- Ideal for aggressive investors looking for high growth.
- Bandhan Core Equity Fund
- Known for consistent performance, delivering a 30.51% 5-year SIP return.
- UTI Large and Mid Cap Fund
- A solid choice for investors seeking balance and moderate risk.
Why Invest in These Funds?
- Wealth Creation: Over a 5-year period, a ₹15,000 monthly SIP in UTI Large and Mid Cap Fund could grow to ₹18,44,889.
- Consistent Growth: These funds have shown remarkable resilience and growth potential even during market fluctuations.
- Flexibility: Fund managers have the ability to reallocate assets between large and mid-cap stocks, optimizing performance.
Conclusion
Investing in large and mid-cap mutual funds is an excellent choice for those aiming for balanced growth and stable returns. These funds not only help secure your financial future but also maximize wealth creation through systematic investments.
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