According to the AMFI classification of mutual funds, at least 35% of the investments made by large and mid cap mutual funds are in large and mid cap companies, respectively. Investing in big and mis cap mutual funds has the advantage of allowing a fund manager to reallocate a larger portion of the firm’s assets to the Lagre-cap or mid-cap categories that are outperforming the stock market.
Top 7 Large and Mid Cap SIP Mutual Funds
SIP Mutual Funds for Large and Mid Cap:
Top 7We seek stability in any program that is tied to the market before investing. While it is well known that market-linked programs do not ensure profits, our top goal is to find investments where, even in the event of a market decline, there will be little harm. For this reason, compared to mid- and small-cap mutual funds, large-cap funds are thought to be more stable. Large-cap mutual funds can more effectively offset market swings than their mid- and small-cap counterparts because the majority of their capital is allocated to large-cap corporations. However, what if someone asked you about a fund class that offers you the rewards of mid-cap stocks with the stability of large-cap mutual funds?
Mid cap Top 7 Large and Mid Cap SIP Mutual Funds
Mutual funds that invest at least 35% in large-cap equities and another 35% in mid-cap companies are classified as large and mid-cap mutual funds.
Over the course of five years, a monthly SIP of Rs 10,000 into the fund has generated a total of Rs 13.20 lakh.
Bandhan Core Equity Fund – Growth-oriented Direct Plan
Over the last five years, the fund has returned 27.43%. Its NAV is currently Rs 129.117, while its AUM is Rs 4,394.78 crore.
Over a five-year period, a monthly SIP of Rs 10,000 into the fund has yielded a total of Rs 11,80,589.20.
ICICI Prudential Growth-Direct Plan for Large and Mid Cap Funds
Over the course of five years, the ICICI Mutual Fund big and mid cap fund has produced an annual SIP return of 27.27%.
Its NAV is worth Rs 932.25, while its AUM is Rs 13,117.39 crore.
Over the course of five years, a SIP of Rs 10,000 each month has generated a total of Rs 11,76,167.60.
HDFC Large and Mid Cap Fund – Growth – Direct Plan
Over the course of five years, the HDFC Mutual Fund fund has produced a 26.97% SIP return.
The NAV of the fund is Rs 305.31, and its AUM is Rs 18,691.62 crore.
Over a five-year period, a monthly SIP of Rs 10,000 in the fund has yielded a total of Rs 11,67,566.20.
Opportunities Fund for Axis Growth – Direct Plan – Growth
Over a five-year period, the fund has generated annualized SIP returns of 25.98 percent.
With a NAV of Rs 30.77, the fund has an AUM of Rs 12,096.56 crore.
Over the course of five years, a Rs 10,000 SIP in the fund has contributed a total of Rs 11,39,624.40.
UTI Large and Mid Cap Fund – Growth – Direct Plan SIP Mutual Funds for Large and Mid Cap:
The UTI Mutual Fund fund has produced a 25.66 percent annualized SIP return.
The fund has a NAV of Rs 159.72 and an AUM of Rs 2,978 crore.
The fund has received a total of Rs 11.31 lakh from a Rs 10,000 SIP.
SBI Growth-Oriented Direct Plan for Large and Mid Cap Funds
Over the course of five years, the fund has generated annualized SIP returns of 25.40 percent.
The NAV of the fund is Rs 564.2712, despite its size of Rs 22,689.50 crore.
The fund has received a total of Rs 11,23,967.10 from a Rs 10,000 SIP.
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