The table below shows Top Performed Large & Mid Cap Funds in 10 Years based on the AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP |
| SBI Large & Midcap Fund | 25,628.52 | 636.87 | 1500 |
| Kotak Equity Opp Fund | 24,055.26 | 379.21 | 100 |
| HDFC Large and Mid Cap Fund | 19,454.33 | 347.98 | 1500 |
| ICICI Pru Large & Mid Cap Fund | 14,485.78 | 1,051.03 | 100 |
| DSP Equity Opportunities Fund | 13,093.46 | 672.85 | 100 |
| Axis Growth Opp Fund | 12,424.49 | 33.94 | 100 |
| Bandhan Core Equity Fund | 5,360.46 | 148.74 | 100 |
| Invesco India Large & Mid Cap Fund | 5,280.26 | 104.57 | 300 |
| Nippon India Vision Fund | 4,668.16 | 1,504.12 | 100 |
| UTI Large & Mid Cap Fund | 3,440.75 | 186.08 | 1500 |
Content:
- What Is The Large & Mid Cap Fund?
- Best Top Performed Large & Mid Cap Fund in 10 Years.
- List Of Top Performed Large & Mid Cap Funds in 10 Years
- Top Performed Large & Mid Cap Fund in 10 Years
- Who Should Invest In Top Performed Large & Mid Cap Fund in 10 Years?
- How To Invest In Top Performed Large & Mid Cap Fund in 10 Years?
- Performance Metrics Of Best Performed Large & Mid Cap Fund in 10 Years?
- Benefits Of Investing In Top Performed Large & Mid Cap Funds in 10 Years?
- Challenges Of Investing In Best Performed Large & Mid Cap Fund in 10 Years?
- Introduction to Top Performed Large & Mid Cap Fund in 10 Years
- Best Top Performed Large & Mid Cap Fund in 10 Years – FAQs
What Is The Large & Mid Cap Fund?
Large & Mid Cap Fund is a mutual fund scheme that invests at least 35% of its total assets in large-cap stocks and 35% in mid-cap stocks. This blend aims to provide a balance of stability and growth potential, catering to investors looking for moderate risk and diversified equity exposure.
Best Top Performed Large & Mid Cap Fund in 10 Years.
The table below shows Best Top Performed Large & Mid Cap Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
| Name | Expense Ratio | Minimum SIP |
| Edelweiss Large & Mid Cap Fund | 0.35 | 100 |
| Kotak Equity Opp Fund | 0.52 | 100 |
| Axis Growth Opp Fund | 0.57 | 100 |
| LIC MF Large & Midcap Fund | 0.61 | 1000 |
| Quant Large & Mid Cap Fund | 0.66 | 100 |
| Invesco India Large & Mid Cap Fund | 0.67 | 300 |
| Bandhan Core Equity Fund | 0.71 | 100 |
| SBI Large & Midcap Fund | 0.72 | 1500 |
| DSP Equity Opportunities Fund | 0.72 | 100 |
| HDFC Large and Mid Cap Fund | 0.83 | 1500 |
List Of Top Performed Large & Mid Cap Funds in 10 Years
The table below shows a List Of Top Performed Large & Mid Cap Funds in 10 Years based on the highest 3Y CAGR and Minimum SIP
| Name | CAGR 3Y % | Minimum SIP |
| Quant Large & Mid Cap Fund | 31.48 | 100 |
| ICICI Pru Large & Mid Cap Fund | 27.75 | 100 |
| Bandhan Core Equity Fund | 27.19 | 100 |
| HDFC Large and Mid Cap Fund | 26.50 | 1500 |
| UTI Large & Mid Cap Fund | 24.34 | 1500 |
| Nippon India Vision Fund | 23.86 | 100 |
| Kotak Equity Opp Fund | 23.75 | 100 |
| Invesco India Large & Mid Cap Fund | 23.31 | 300 |
| HSBC Large & Mid Cap Fund | 22.94 | 500 |
| LIC MF Large & Midcap Fund | 22.60 | 1000 |
Top Performed Large & Mid Cap Fund in 10 Years
The table below shows the Top Performed Large & Mid Cap Funds in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load |
| SBI Large & Midcap Fund | SBI Funds Management Limited | 0.1 |
| Quant Large & Mid Cap Fund | Quant Money Managers Limited | 1 |
| ICICI Pru Large & Mid Cap Fund | ICICI Prudential Asset Management Company Limited | 1 |
| Bandhan Core Equity Fund | Bandhan AMC Limited | 1 |
| HDFC Large and Mid Cap Fund | HDFC Asset Management Company Limited | 1 |
| UTI Large & Mid Cap Fund | UTI Asset Management Company Private Limited | 1 |
| Nippon India Vision Fund | Nippon Life India Asset Management Limited | 1 |
| Kotak Equity Opp Fund | Kotak Mahindra Asset Management Company Limited | 1 |
| Invesco India Large & Mid Cap Fund | Invesco Asset Management Company Pvt Ltd. | 1 |
| HSBC Large & Mid Cap Fund | HSBC Global Asset Management (India) Private Limited | 1 |
Who Should Invest In Top Performed Large & Mid Cap Fund in 10 Years?
Investors with a moderate risk appetite, seeking a mix of stability and growth potential, should consider investing in top-performing Large & Mid Cap Funds. These funds are ideal for those with a long-term investment horizon of at least 5-10 years, aiming for capital appreciation while mitigating some risks associated with purely mid-cap investments.
How To Invest In Top Performed Large & Mid Cap Fund in 10 Years?
To invest in top-performing Large & Mid Cap Funds, research the fund’s historical performance, management team, and expense ratio. Open an account with a trusted broker or mutual fund platform. Complete the KYC process, select the desired fund, and decide on a systematic investment plan (SIP) or lump-sum investment, based on your financial goals and risk tolerance.
Performance Metrics Of Best Performed Large & Mid Cap Fund in 10 Years?
Performance metrics of the top Large & Mid Cap Funds over the past decade reveal impressive returns, balanced risk, and strong investor trust with significant assets under management.
- Annualized Returns: Consistently high annualized returns, averaging around 12-15% over the decade.
- Volatility: Moderate volatility with a standard deviation of approximately 15-18%, indicating balanced risk.
- Alpha: Positive alpha, showing the fund has consistently outperformed its benchmark index.
- Beta: Beta around 0.9-1.1, reflecting the fund’s sensitivity to market movements.
- Expense Ratio: Low to moderate expense ratio, generally between 1-2%, ensuring cost-effective management.
- Sharpe Ratio: High Sharpe ratio above 1, indicates good risk-adjusted returns.
- Assets Under Management (AUM): Significant AUM, typically in the range of ₹5,000-10,000 crores, indicating investor trust and fund stability.
Benefits Of Investing In Top Performed Large & Mid Cap Funds in 10 Years?
The main benefits of investing in top-performing large and mid-cap funds over ten years include balanced growth, diversification, and potential for high returns, making them suitable for long-term investors seeking stability and growth.
- Balanced Growth: These funds invest in both large-cap and mid-cap stocks, offering a blend of stability from large companies and growth potential from mid-sized firms.
- Diversification: By investing across various sectors and market capitalizations, these funds provide diversification, reducing the overall risk in the portfolio.
- High Returns: Over the long term, large and mid-cap funds have the potential to deliver substantial returns, benefiting from the growth of mid-cap stocks and the steady performance of large-cap stocks.
- Professional Management: These funds are managed by experienced fund managers who make informed investment decisions, ensuring optimal portfolio performance.
Challenges Of Investing In Best Performed Large & Mid Cap Fund in 10 Years?
The main challenges of investing in top-performing large and mid-cap funds over ten years include market volatility, higher risk, and the need for a long-term investment horizon, which may not suit all investors.
- Market Volatility: The performance of large and mid-cap funds can be affected by market fluctuations, leading to periods of high volatility and potential short-term losses.
- Higher Risk: Mid-cap stocks can be riskier than large-cap stocks, and investing in them may expose investors to higher risk, especially during market downturns.
- Long-term Commitment: To reap the benefits, investors need to stay invested for a long period, which may not align with the financial goals or risk tolerance of all investors.
- Expense Ratios: These funds may have higher expense ratios compared to other investment options, which can impact overall returns over the long term.
Introduction to Top Performed Large & Mid Cap Fund in 10 Years
SBI Large & Midcap Fund
SBI Large & Midcap Fund Category Large & Mid Cap Fund having AUM of ₹25628.52 Crore, CAGR 5Y: 23.61%, exit load: 0.1, expense ratio: 0.72.
SBI Large & Midcap Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Saurabh Pant is the Current Fund Manager of SBI Large & Midcap Fund Direct Plan Growth fund. The fund currently has an Asset Under Management (AUM) of ₹25628.52 Crore and the Latest NAV as of 02 Aug 2024 is ₹646.58.
The SBI Large Minimum & Midcap Fund Direct Plan-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. Lumpsum Investment is ₹5,000. Exit load of 0.10% if redeemed within 30 days.
Kotak Equity Opp Fund
Kotak Equity Opp Fund Category Large & Mid Cap Fund having AUM of ₹24055.26 Crore, CAGR 5Y: 25.13%, exit load: 1, expense ratio: 0.52.
Kotak Equity Opportunities Fund Direct Growth is an Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harsha Upadhyaya is the Current Fund Manager of Kotak Equity Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹24055.26 Crore and the Latest NAV as of 02 Aug 2024 is ₹386.85.
The Kotak Equity Opportunities Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
HDFC Large and Mid Cap Fund
HDFC Large and Mid Cap Fund Category Large & Mid Cap Fund having AUM of ₹19454.33 Crore, CAGR 5Y: 25.81%, exit load: 1, expense ratio: 0.83.
HDFC Large and Mid Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Vinay Kulkarni is the Current Fund Manager of HDFC Large and Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹19454.33 Crore and the Latest NAV as of 02 Aug 2024 is ₹353.94.
The HDFC Minimum Large and Mid Cap Fund Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹100. Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 1 year
ICICI Pru Large & Mid Cap Fund
ICICI Pru Large & Mid Cap Fund Category Large & Mid Cap Fund having AUM of ₹14485.78 Crore, CAGR 5Y: 25.72%, exit load: 1, expense ratio: 0.83.
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. S Naren and Prakash Gaurav Goel are the Current Fund Managers of ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹14485.78 Crore and the Latest NAV as of 02 Aug 2024 is ₹1,066.61.
The ICICI Prudential Large & Mid Cap Fund Direct Plan Growth is rated Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 month.
DSP Equity Opportunities Fund
DSP Equity Opportunities Fund Category Large & Mid Cap Fund having AUM of ₹13093.46 Crore, CAGR 5Y: 24.81%, exit load: 1, expense ratio: 0.72.
DSP Equity Opportunities Direct Plan-Growth is an Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. Rohit Singhania is the Current Fund Manager of the DSP Equity Opportunities Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13093.46 Crore and the Latest NAV as of 02 Aug 2024 is ₹681.30.
The DSP Minimum Equity Opportunities Direct Plan-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹100. Lumpsum Investment is ₹100. Exit load of 1% if redeemed less than 12 months
Axis Growth Opp Fund
Axis Growth Opp Fund Category Large & Mid Cap Fund having AUM of ₹12424.49 Crore, CAGR 5Y: 25.14%, exit load: 1, expense ratio: 0.57.
Axis Growth Opportunities Fund Direct Growth is an Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Jinesh Gopani and Hitesh Das are the Current Fund Managers of Axis Growth Opportunities Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹12424.49 Crore and the Latest NAV as of 02 Aug 2024 is ₹34.56.
The Axis Growth Opportunities Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Bandhan Core Equity Fund
Bandhan Core Equity Fund Category Large & Mid Cap Fund having AUM of ₹5360.46 Crore, CAGR 5Y: 26.21%, exit load: 1, expense ratio: 0.71.
Bandhan Core Equity Fund Direct Growth is an Equity Mutual Fund Scheme launched by Bandhan Mutual Fund. This scheme was made available to investors on 20 Dec 1999. Anoop Bhaskar is the Current Fund Manager of Bandhan Core Equity Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹5360.46 Crore and the Latest NAV as of 02 Aug 2024 is 151.65.
The Bandhan Core Equity Fund Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹1,000. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Invesco India Large & Mid Cap Fund
Invesco India Large & Mid Cap Fund Category Large & Mid Cap Fund having AUM of ₹5280.26 Crore, CAGR 5Y: 23.94%, exit load: 1, expense ratio: 0.67.
Invesco India Large & Mid Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Amit Ganatra and Taher Badshah are the Current Fund Managers of Invesco India Large & Mid Cap Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹5280.26 Crore and the Latest NAV as of 02 Aug 2024 is 105.25.
The Invesco India Large & Mid Cap Fund Direct-Growth is rated Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹1,000. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Nippon India Vision Fund
Nippon India Vision Fund Category Large & Mid Cap Fund having AUM of ₹4668.16 Crore, CAGR 5Y: 23.68%, exit load: 1, expense ratio: 1.51.
Nippon India Vision Direct Growth is an Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Ashwani Kumar is the Current Fund Manager of Nippon India Vision Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹4668.16 Crore and the Latest NAV as of 02 Aug 2024 is ₹1,518.55.
The Nippon India Vision Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹5,000. For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund Category Large & Mid Cap Fund having AUM of ₹3440.75 Crore, CAGR 5Y: 24.93%, exit load: 1, expense ratio: 1.19.
UTI Large & Mid Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. V Srivatsa is the Current Fund Manager of UTI Large & Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹3440.75 Crore and the Latest NAV as of 02 Aug 2024 is 187.36.
The UTI Large Minimum & Mid Cap Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹500. Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed in less than 1 year.
Best Top Performed Large & Mid Cap Fund in 10 Years – FAQs
The Best Performed Large & Mid Cap Funds in 10 Years # 1:SBI Large & Midcap Fund
The Best Performed Large & Mid Cap Funds in 10 Years # 2:Kotak Equity Opp Fund
The Best Performed Large & Mid Cap Funds in 10 Years # 3:HDFC Large and Mid Cap Fund
The Best Performed Large & Mid Cap Funds in 10 Years # 4:ICICI Pru Large & Mid Cap Fund
The Best Performed Large & Mid Cap Funds in 10 Years # 5:DSP Equity Opportunities Fund
The Best Performed Large & Mid Cap Funds in 10 Years are based on AUM.
The top performed Large & Mid Cap Funds in 10 Years based on 3-year returns are Quant Large & Mid Cap Fund (22.45%), ICICI Prudential Large & Mid Cap Fund (20.78%), Bandhan Core Equity Fund (19.34%), HDFC Large and Mid Cap Fund (18.95%), and UTI Large & Mid Cap Fund (18.50%).
Yes, you can invest in top-performing large and mid-cap funds by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in top-performing large and mid-cap funds over ten years can provide balanced growth, diversification, and potential for high returns, making it a good option for long-term investors.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
