Top Performing Large and Mid Cap Funds in 1 Year

The below table shows a list of the Top Performing Large and Mid Cap Funds in 1 Year based on AUM, NAV, and minimum SIP.

What Are Large and Mid Cap Funds?

Large and Mid Cap Funds are mutual funds that invest in both large-cap and mid-cap companies, offering a balanced investment approach. Large-cap companies are well-established firms with a large market capitalization, typically providing stability and consistent returns. Mid-cap companies, on the other hand, are medium-sized firms with growth potential, offering higher returns but with increased risk.

These funds aim to combine the stability of large-cap stocks with the growth potential of mid-cap stocks. By investing in both, they offer diversification, reducing the risk of the overall portfolio while still providing opportunities for growth.

Investors seeking a blend of stability and growth in their investments may consider large and mid cap funds as they balance risk and return, making them suitable for long-term financial goals.

Features Of Top Performing Large and Mid Cap Funds in 1 Year

The main features of top-performing Large and Mid Cap Funds in 1 year include a well-balanced portfolio, consistent outperformance of benchmarks, strategic sector allocation, disciplined risk management, and a focus on long-term wealth creation.

1. Balanced Portfolio: These funds maintain a balanced mix of large-cap and mid-cap stocks, ensuring a blend of stability from large-cap companies and growth potential from mid-cap firms. This diversification helps in reducing risk while capitalizing on opportunities across different market segments.

2. Outperformance of Benchmarks: Top-performing funds consistently outperform their benchmarks, demonstrating strong fund management. By selecting stocks that provide better-than-average returns, these funds generate higher alpha, giving investors a competitive edge in the market over the one-year period.

3. Strategic Sector Allocation: These funds strategically allocate investments across various sectors, ensuring that the portfolio is well-positioned to benefit from sectoral growth trends. This approach allows for capturing opportunities in high-performing sectors while maintaining exposure to more stable industries.

4. Disciplined Risk Management: Top-performing funds employ disciplined risk management strategies, balancing high-growth mid-cap stocks with the stability of large-cap stocks. This helps in managing market volatility effectively and protecting the portfolio from significant downturns, making them appealing to risk-averse investors.

Best Performing Large and Mid Cap Funds in 1 Year

The table below shows the Best Performing Large and Mid Cap Funds in 1 Year based on the highest to lowest expense ratio.

Top Performing Large and Mid Cap Funds in 1 Year In India

The table below shows the top performing Large and Mid Cap Funds in 1 Year In India based on the Highest 3Y CAGR.

Top Performing Large and Mid Cap Funds in 1 Year List

The table below shows Top Performing Large and Mid Cap Funds in 1 Year List based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Factors To Consider When Investing In Top Performing Large and Mid Cap Funds in 1 Year

The main factors to consider when investing in top-performing large and mid-cap funds over one year include historical performance, fund manager expertise, expense ratios, and market conditions. Each factor plays a crucial role in maximizing returns and managing risks.

1. Historical Performance: Review the fund’s past performance to gauge consistency and returns. High historical returns may indicate effective management, but past performance doesn’t guarantee future results. Analyze both short-term and long-term performance trends.

2. Fund Manager Expertise: Assess the experience and track record of the fund manager. A skilled manager with a history of successful fund management can significantly influence fund performance. Look for managers with a proven ability to navigate market fluctuations.

3. Expense Ratios: Consider the fund’s expense ratio, which affects net returns. Lower expense ratios generally mean more of your investment is working for you. High expenses can erode gains, especially in funds with modest returns.

4. Market Conditions: Evaluate the current market environment and economic factors. Market trends and economic conditions can impact fund performance. Understanding these conditions helps in anticipating potential risks and opportunities, and aligning your investment strategy with market realities.

How To Invest In Top Performing Large and Mid Cap Funds in 1 Year?

To invest in top-performing Large and Mid Cap Funds, start by researching the best-performing funds over the past year. Once you’ve identified a suitable fund, assess your financial goals and risk tolerance to ensure the fund aligns with your investment strategy.

Next, open an account with a reliable brokerage, such as Alice Blue, which offers a user-friendly platform for mutual fund investments. Through Alice Blue, you can easily invest in your chosen Large and Mid Cap Funds, monitor their performance, and make adjustments as needed to optimize your portfolio for growth and stability.

Advantages Of Investing In Top Performing Large and Mid Cap Funds in 1 Year?

The main advantages of investing in top-performing Large and Mid Cap Funds in 1 year include balanced growth, diversification, potential for higher returns, professional management, and long-term wealth creation.

1. Balanced Growth: These funds provide a balanced approach by investing in both large-cap and mid-cap stocks, offering the stability of large companies and the growth potential of mid-sized firms. This balance helps in achieving steady returns while mitigating risks associated with smaller companies.

2. Diversification: Investing in these funds offers diversification across various sectors and market capitalizations. This reduces the impact of volatility in any single stock or sector, spreading the risk and potentially leading to more consistent performance over time.

3. Potential for Higher Returns: Mid-cap stocks, included in these funds, often have higher growth potential compared to large-cap stocks. By blending both, investors can benefit from the high returns of mid-caps while enjoying the relative safety of large-caps, resulting in a potentially lucrative investment.

4. Professional Management: Top-performing funds are managed by experienced professionals who make informed decisions based on thorough market analysis. This expertise helps in selecting the right mix of large and mid-cap stocks and managing their investments.

Risks Of Investing In Top Performing Large and Mid Cap Funds in 1 Year?

The main risks of investing in top-performing Large and Mid Cap Funds in 1 year include market volatility, sector concentration, fund management risk, liquidity issues, and potential underperformance compared to benchmarks.

1. Market Volatility: These funds are exposed to market fluctuations, which can lead to sudden drops in value, especially in the short term. Economic downturns or market corrections can significantly impact both large and mid-cap stocks, potentially resulting in lower returns or even losses.

2. Sector Concentration: If the fund has a heavy concentration in certain sectors, it may be more vulnerable to sector-specific risks. Poor performance in a particular sector could negatively affect the overall returns of the fund, increasing the risk for investors.

3. Fund Management Risk: The performance of these funds heavily depends on the decisions made by the fund manager. Poor investment choices or changes in management strategy can lead to underperformance, making it essential to choose funds with experienced and reliable management teams.

4. Liquidity Issues: Mid-cap stocks can sometimes be less liquid than large-cap stocks, meaning they might be harder to sell quickly without affecting the stock price. In times of market stress, this could lead to challenges in exciting positions, affecting the fund’s performance.

Introduction to Top Performing Large and Mid Cap Funds in 1 Year

DSP Equity Opportunities Fund

DSP Equity Opportunities Direct Plan-Growth is a Large & MidCap mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

DSP Equity Opportunities Direct Plan-Growth as a large and mid cap fund, manages assets valued at ₹13,093.46 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.91%. This fund has an exit load of 1% and an expense ratio of 0.67%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.14%, No Debt, and Other – 2.86 %.

Invesco India Large & Mid Cap Fund

Invesco India Large & Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Invesco India Large & Mid Cap Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹5,841.17 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 24.84%. This fund has an exit load of 1% and an expense ratio of 55.9%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  99.21%, No Debt, and Other – 0.79%.

Bandhan Core Equity Fund

Bandhan Core Equity Fund Direct-Growth is a Large & MidCap mutual fund scheme from Bandhan Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Bandhan Core Equity Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹5,360.46 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.53%. This fund has an exit load of 1% and an expense ratio of 0.67%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.48%, Debt – 0.02%, and Other – 2.49%.

Nippon India Vision Fund

Nippon India Vision Direct-Growth is a Large & mid cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Nippon India Vision Direct-Growth as a large and mid cap fund, manages assets valued at ₹5,014.28 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.62%. This fund has an exit load of 1% and an expense ratio of 1.49%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  98.3%, No Debt, and Other – 1.7%.

Motilal Oswal Large & Midcap Fund

Motilal Oswal Large and Midcap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 4 years and 10 months, having been launched on 27/09/2019.

Motilal Oswal Large and Midcap Fund Direct – Growth as a large and mid cap fund, manages assets valued at ₹4,942.82 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.53%. This fund has an exit load of 1% and an expense ratio of 0.53%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.59%, Debt – 2.26%, and Other – 0.15%.

UTI Large & Mid Cap Fund

UTI Large & Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from UTI Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

UTI Large & Mid Cap Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹3,748.61 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.96%. This fund has an exit load of 1% and an expense ratio of 1.16%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  95.58%, Debt – 0.13%, and Other – 4.3%.

Quant Large & Mid Cap Fund

Quant Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Quant Large and Mid Cap Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹3,572.83 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 32.72%. This fund has an exit load of 1% and an expense ratio of 0.61%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  94.65%, Debt – 5.96%, and Other – (-0.61)%.

HSBC Large & Mid Cap Fund

HSBC Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from HSBC Mutual Fund. This fund has been in existence for 5 years and 5 months, having been launched on 11/03/2019.

HSBC Large and Mid Cap Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹3,382.75 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.21%. This fund has an exit load of 1% and an expense ratio of 0.9%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  98.49%, No Debt, and Other – 1.51%.

LIC MF Large & Midcap Fund

LIC MF Large & Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from LIC Mutual Fund. This fund has been in existence for 9 years and 6 months, having been launched on 02/02/2015.

LIC MF Large & Mid Cap Fund Direct-Growth as a large and mid cap fund, manages assets valued at ₹3,161.16 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 5085%. This fund has an exit load of 1% and an expense ratio of 0.6%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  97.26%, No Debt, and Other – 2.72%.

Baroda BNP Paribas Large & Mid Cap Fund

Baroda BNP Paribas Large & Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund scheme from Baroda BNP Paribas Mutual Fund. This fund has been in existence for 4 years, having been launched on 17/08/2020.

Baroda BNP Paribas Large & Mid Cap Fund Direct-Growth as a large and mid cap fund manages assets valued at ₹1,297.51 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 50.3%. This fund has an exit load of 1% and an expense ratio of 0.88%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity –  95.75%, Debt – 4.18%, and Other – 0.07%.

Top Performing Large and Mid Cap Funds in 1 Year – FAQs  

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.