Top Performing Large and Mid-Cap Funds in 5 Years

The below table shows a list Of the Top Performing Large and Mid Cap Funds in 5 Years based on AUM, NAV and minimum SIP.

Introduction to Top Performing Large and Mid Cap Funds in 5 Years

Kotak Equity Opportunities Fund  

Kotak Equity Opportunities Fund is a Large & MidCap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Kotak Equity Opportunities Fund falls under the Large & MidCap category with an AUM of ₹19,356.78 crores, a 5-year CAGR of 19.09%, an exit load of 0% and an expense ratio of 0.18%. The SEBI risk category is Very High. Its asset allocation includes 0.07% in Rights, 0.31% in Mutual Funds, 1.16% in Cash & Equivalents and 98.45% in Equity.  

Canara Robeco Emerging Equities Fund  

Canara Robeco Emerging Equities Fund is a Large & MidCap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Canara Robeco Emerging Equities Fund falls under the Large & MidCap category with an AUM of ₹16,592.31 crores, a 5-year CAGR of 18.99%, an exit load of 0.25% and an expense ratio of 0.20%. The SEBI risk category is Very High. Its asset allocation includes 2.08% in Cash & Equivalents and 97.92% in Equity.  

HDFC Large and Mid Cap Fund  

HDFC Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from HDFC Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

HDFC Large and Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹11,115.37 crores, a 5-year CAGR of 19.07%, an exit load of 0% and an expense ratio of 0.17%. The SEBI risk category is Very High. Its asset allocation includes 0.02% in Rights, 0.16% in Mutual Funds, 0.38% in REITs & InvIT, 1.98% in Cash & Equivalents and 97.46% in Equity.  

ICICI Prudential Large & Mid Cap Fund  

ICICI Prudential Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

ICICI Prudential Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹7,940.91 crores, a 5-year CAGR of 18.92%, an exit load of 0.20% and an expense ratio of 0.20%. The SEBI risk category is Very High. Its asset allocation includes 0.03% in Rights, 1.25% in Treasury Bills, 3.83% in Cash & Equivalents and 94.89% in Equity.  

Axis Growth Opportunities Fund  

Axis Growth Opportunities Fund is a Large & MidCap mutual fund scheme from Axis Mutual Fund. This fund has been operational for 5 years and 11 months, having been launched on October 1, 2018.  

Axis Growth Opportunities Fund falls under the Large & MidCap category with an AUM of ₹7,365.30 crores, a 5-year CAGR of 18.20%, an exit load of 0.25% and an expense ratio of 0.20%. The SEBI risk category is Very High. Its asset allocation includes 0.14% in ADR & GDR, 0.46% in Cash & Equivalents, 1.84% in Mutual Funds and 97.56% in Equity.

Bandhan Core Equity Fund  

Bandhan Core Equity Fund is a Large & MidCap mutual fund scheme from Bandhan Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Bandhan Core Equity Fund falls under the Large & MidCap category with an AUM of ₹6,643.93 crores, a 5-year CAGR of 24.34%, an exit load of 0% and an expense ratio of 0.31%. The SEBI risk category is Very High. Its asset allocation includes 4.63% in Cash & Equivalents and 95.37% in Equity.

UTI Large & Mid Cap Fund  

UTI Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from UTI Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

UTI Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹4,662.72 crores, a 5-year CAGR of 24.57%, an exit load of 0% and an expense ratio of 0.36%. The SEBI risk category is Very High. Its asset allocation includes 0.10% in Treasury Bills, 0.46% in Rights, 4.80% in Cash & Equivalents and 94.64% in Equity.

Edelweiss Large & Mid Cap Fund  

Edelweiss Large & Mid Cap Fund is a Large & MidCap mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Edelweiss Large & Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹1,795.92 crores, a 5-year CAGR of 19.01%, an exit load of 0.25% and an expense ratio of 0.20%. The SEBI risk category is Very High. Its asset allocation includes 2.26% in Cash & Equivalents and 97.74% in Equity.

HSBC Large and Mid Cap Fund  

HSBC Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from HSBC Mutual Fund. This fund has been operational for 5 years and 6 months, having been launched on March 11, 2019.  

HSBC Large and Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹1,623.97 crores, a 5-year CAGR of 18.30%, an exit load of 0% and an expense ratio of 0.19%. The SEBI risk category is Very High. Its asset allocation includes 0.06% in Rights, 1.33% in Cash & Equivalents and 98.61% in Equity.

Quant Large and Mid Cap Fund  

Quant Large and Mid Cap Fund is a Large & MidCap mutual fund scheme from Quant Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.  

Quant Large and Mid Cap Fund falls under the Large & MidCap category with an AUM of ₹1,558.99 crores, a 5-year CAGR of 23.95%, an exit load of 0% and an expense ratio of 0.40%. The SEBI risk category is Very High. Its asset allocation includes 0.91% in Cash & Equivalents, 6.94% in Futures & Options, 7.08% in Treasury Bills and 85.07% in Equity.  

What Are Large and Mid-Cap Funds?

Large and Mid Cap Funds are a category of mutual funds that invest in a mix of large-cap and mid-cap stocks. As per SEBI regulations, these funds must allocate at least 35% of their assets to large-cap stocks and at least 35% to mid-cap stocks, with the remaining 30% invested flexibly.

These funds aim to provide a balance between the stability of large-cap stocks and the growth potential of mid-cap stocks. Large-cap stocks are typically from well-established companies, while mid-cap stocks are from companies with strong growth prospects.

By combining both categories, Large and Mid-cap funds seek to offer investors the potential for capital appreciation while managing risk. This makes them suitable for investors looking for a blend of stability and growth in their equity investments.

Features Of Top Performing Large and Mid-Cap Funds in 5 Years

The main features of top-performing Large and Mid Cap Funds in 5 years include balanced exposure to large and mid-cap stocks, potential for growth and stability, professional management and diversification benefits. These funds offer a unique blend of established and growing companies in a single portfolio.

• Balanced allocation: These funds must invest at least 35% in large-cap stocks and 35% in mid-cap stocks, providing exposure to both established and growing companies.

• Growth with stability: The large-cap component offers stability, while the mid-cap portion provides growth potential, aiming for a balance between risk and return.

• Professional management: Experienced fund managers analyze and select stocks from both segments, potentially optimizing the portfolio for better risk-adjusted returns.

• Diversification: By investing across market capitalizations and sectors, these funds offer inherent diversification, potentially reducing overall portfolio risk.

Best Performing Large and Mid Cap Funds in 5 Years

The table below shows the best best-performing large and Mid Cap Funds in 5 Years based on the lowest to highest expense ratio.

Top Performing Large and Mid-Cap Funds in 5 Years In India

The table below shows the top-performing large and Mid Cap Funds in 5 Years In India Based on the Highest 3Y CAGR.

Top Performing Large and Mid-Cap Funds in 5 Years List

The table below shows the Top Performing Large and Mid Cap Funds in 5 Years 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 5 Years

The main factors to consider when investing in top-performing Large and Mid-Cap Funds in 5 years include fund performance, expense ratio, fund manager expertise, portfolio composition and risk tolerance. These factors can significantly impact the fund’s performance and suitability for your portfolio.

• Fund performance: Analyze the fund’s historical returns over various periods and compare them with its benchmark index and category average. Look for consistent performance.

• Expense ratio: Compare expense ratios across different funds. Lower expenses can contribute to better overall returns, but also consider the fund’s performance and strategy.

• Fund manager expertise: Evaluate the fund manager’s experience and track record in managing large and mid-cap funds. Their ability to select stocks from both segments is crucial.

• Portfolio composition: Examine the fund’s allocation between large and mid-cap stocks, as well as sector distribution. Ensure the fund maintains the required balance and is sufficiently diversified.

• Risk measures: Assess risk metrics such as standard deviation and Sharpe ratio to understand the fund’s volatility and risk-adjusted returns.

How To Invest In Top Performing Large and Mid Cap Funds in 5 Years?

To invest in top-performing Large and Mid-Cap Funds in 5 years, start by researching and comparing different funds based on their performance, expense ratios and investment strategies. Once you’ve selected a fund that aligns with your financial goals and risk tolerance, you can invest through Alice Blue.

Alice Blue is a user-friendly online investment platform that provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.

For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.

Advantages Of Investing In Top Performing Large and Mid-Cap Funds in 5 Years?

The main advantages of investing in top-performing Large and Mid-Cap Funds in 5 years include balanced growth potential, diversification, professional management and flexibility. These funds offer a unique combination of stability from large-caps and growth prospects from mid-caps in a single investment vehicle.

• Balanced growth: By investing in both large and mid-cap stocks, these funds aim to provide a balance between stability and growth potential, potentially optimizing risk-adjusted returns.

• Diversification: The mandated allocation to both large and mid-cap stocks provides inherent diversification, potentially reducing overall portfolio risk.

• Professional management: Experienced fund managers analyze and select stocks from both segments, potentially optimizing the portfolio for better performance.

• Flexibility: The ability to allocate the remaining 30% of the portfolio flexibly allows fund managers to capitalize on market opportunities across market capitalizations.

Risks Of Investing In Top Performing Large and Mid Cap Funds in 5 Years?

The main risks of investing in top-performing Large and Mid-Cap Funds in 5 years include market risk, volatility in the mid-cap segment, sector concentration risk and potential underperformance in certain market conditions. While offering balanced exposure, these funds are not without potential drawbacks.

• Market risk: Like all equity investments, these funds are subject to overall market risks and can decline in value during market downturns.

• Mid-cap volatility: The mid-cap component of the fund can experience higher volatility compared to large-caps, potentially leading to short-term fluctuations in fund value.

• Sector concentration risk: Some funds may have higher exposure to certain sectors, which can impact performance if these specific areas underperform.

• Relative performance: These funds may underperform pure large-cap or mid-cap funds in market conditions that strongly favour one segment over the other.

Importance of Large and Mid-Cap Funds

The main importance of Large and Mid-Cap Funds lies in their ability to offer a balance between stability and growth potential, provide diversification benefits and cater to investors seeking a blend of established and emerging companies. These funds play a crucial role in many investors’ portfolios.

• Balanced approach: Large and Mid-Cap Funds offer exposure to both established large-cap companies and growing mid-cap firms, potentially providing a balance between stability and growth.

• Diversification: These funds provide inherent diversification across market capitalizations, potentially reducing overall portfolio risk while maintaining growth prospects.

• Professional management: Fund managers actively select stocks from both large and mid-cap segments, leveraging their expertise to optimize the portfolio.

• Regulatory compliance: The defined allocation structure ensures that investors get exposure to both large and mid-cap stocks in a predetermined ratio.

How Long Can You Stay Invested in Large and Mid-Cap Funds?

The ideal investment horizon for Large and Mid-Cap Funds is typically 5-7 years or longer. This extended time frame allows investors to potentially benefit from the fund’s balanced strategy while smoothing out short-term market volatility that can affect both large and mid-cap stocks.

A longer investment period also aligns with the growth cycle of mid-cap companies, which may take time to realize their full potential. Regular review and rebalancing of your investment are important to ensure it remains aligned with your financial goals and risk tolerance.

Tax Implications of Investing in Large and Mid-Cap Funds

Large and mid-cap funds are taxed as equity mutual funds in India. For holding periods up to 1 year, gains are considered short-term capital gains and taxed at 15%. For holding periods over 1 year, long-term capital gains up to ₹1 lakh per financial year are tax-free.

Long-term capital gains exceeding ₹1 lakh are taxed at 10% without indexation benefits. It’s important to note that these tax rates are subject to change based on government policies. The tax efficiency of equity funds like Large and Mid-cap funds can make them attractive for long-term investors.

Future of Large and Mid-Cap Funds

The future of Large and mid-cap funds in India looks promising, driven by factors such as increasing investor sophistication, demand for balanced equity exposure and the potential for capturing growth across different market segments. As the Indian equity market evolves, these funds are likely to play an increasingly important role in investors’ portfolios.

However, their performance will continue to be influenced by overall market conditions and the relative performance of large and mid-cap segments. Innovations in fund management strategies and the introduction of new investment products could further shape the landscape of Large and Mid Cap Funds in the coming years.

Top Performing Large and Mid-Cap Funds in 5 Years – 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.