Top Five Large And Midcap Mutual Funds With Best SIP Returns: ₹25,000 Monthly Investment Grows To ₹40.43 Lakh In Seven Years
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Large and midcap mutual funds offer a blend of stability and growth by investing across India’s leading companies. These funds are designed to provide diversification, balance, and exposure to both established and emerging firms. According to experts, such funds are best suited for long-term investors with a horizon of at least five years. Recent performance data shows that some top schemes have delivered strong returns on systematic investment plans (SIPs) over a seven-year period.
The performance of large and midcap mutual funds highlights how disciplined SIP investing over seven years can deliver significant wealth. While past returns cannot guarantee future performance, the category continues to attract investors who aim for diversification and growth. Financial planners advise aligning such investments with long-term goals and risk tolerance.
Disclaimer: This article is for information purposes only and should not be considered investment advice. Mutual fund investments are subject to market risks. Readers are advised to consult certified financial advisors before making investment decisions.
What Are Large And Midcap Funds
Large and midcap mutual funds fall under the open-ended category and must allocate at least 35 per cent of their total assets each to large-cap and mid-cap stocks. As per regulatory norms, large-cap companies are ranked between 1st and 100th in terms of market capitalisation, while mid-cap firms fall between 101st and 250th. This dual exposure provides both resilience and growth potential.ICICI Prudential Large & Mid Cap Fund
With an asset size of ₹23,246 crore, this fund has delivered a SIP return of 16.99 per cent over seven years. A monthly SIP of ₹25,000 in this scheme has grown to approximately ₹40.43 lakh, making it one of the strongest performers in its category.Quant Large And Mid Cap Fund
This fund, with assets of ₹3,651 crore, has reported SIP returns of 16.36 per cent in the last seven years. Investors contributing ₹25,000 every month would have accumulated around ₹39.38 lakh, reflecting its competitive performance among peers.HDFC Large And Mid Cap Fund
Holding assets worth ₹26,406 crore, the HDFC scheme has achieved SIP returns of 16.27 per cent over seven years. A consistent monthly SIP of ₹25,000 in this fund would have grown to about ₹39.24 lakh, demonstrating its stable growth record.Mirae Asset Large & Midcap Fund
One of the largest in this space with assets of ₹40,550 crore, this fund has posted SIP returns of 15.93 per cent over seven years. An investor contributing ₹25,000 monthly would have seen the investment rise to nearly ₹38.69 lakh during the period.Invesco India Large & Midcap Fund
With assets under management of ₹8,007 crore, the fund has recorded SIP returns of 15.92 per cent over seven years. A monthly SIP of ₹25,000 would have grown to roughly ₹38.68 lakh, keeping it closely aligned with other high-performing funds in the category.Why Investors Prefer Large And Midcap Funds
According to experts, the appeal of these funds lies in their ability to combine the relative safety of large-cap exposure with the growth opportunities of mid-caps. For long-term wealth creation, they serve as a balanced option for investors seeking stability alongside potential for higher returns.The performance of large and midcap mutual funds highlights how disciplined SIP investing over seven years can deliver significant wealth. While past returns cannot guarantee future performance, the category continues to attract investors who aim for diversification and growth. Financial planners advise aligning such investments with long-term goals and risk tolerance.
Disclaimer: This article is for information purposes only and should not be considered investment advice. Mutual fund investments are subject to market risks. Readers are advised to consult certified financial advisors before making investment decisions.
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