Large and mid-cap mutual funds offer a mix of stability and growth by investing in both large and mid-sized companies.
Funds like Motilal Oswal Financial Services and Invesco Mutual Fund show strong recent performance with high returns.
Options from ICICI Prudential Mutual Fund and SBI Mutual Fund provide more stable long-term growth.
Large and mid-cap mutual funds invest in both established and medium-sized companies. This mix helps in balancing safety and growth. Large companies offer stability, while mid-sized firms provide higher growth potential. These funds are popular among investors who want steady returns over time.
This article lists several large and mid-cap funds that have shown strong performance.
The Motilal Oswal Financial Services managed fund has performed well in recent years. It manages assets worth Rs. 13,995.29 crore and has an expense ratio of 0.75%.
The fund delivered a 1-year return of 21.27%, while the 3-year CAGR stands at 25.86%, and the 5-year CAGR is 21.07%. These numbers show consistent growth. The fund focuses on high-quality stocks with strong future potential, which explains its strong long-term results.
This fund is managed by ICICI Prudential Mutual Fund and has one of the largest asset bases at Rs. 28,505.90 crore. The expense ratio is 0.77%.
The 1-year return is 10.76%, which is lower compared to some peers. However, the long-term performance is stable, with a 3-year CAGR of 20.63% and a 5-year CAGR of 19.70%. This fund is known for balanced stock selection and steady performance over time.
Managed by Bandhan Mutual Fund, this fund has assets of Rs. 14,108.57 crore and a relatively low expense ratio of 0.54%.
The 1-year return is 13.54%, while the 3-year CAGR stands at 23.68%. Over five years, the fund has delivered 19.32%. The fund has shown strong mid-term growth and maintains a good balance between risk and return.
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The UTI Mutual Fund offers this fund with assets worth Rs. 5,233.97 crore. The expense ratio is slightly higher at 0.88%.
The fund has given a 1-year return of 13.04%. Its 3-year CAGR is 21.81%, and the 5-year CAGR is 17.92%. The fund focuses on a mix of stable and growth-oriented companies, which helps in maintaining steady performance.
This fund is handled by Invesco Mutual Fund and manages Rs. 9,392.05 crore. The expense ratio is 0.60%, which is moderate.
The 1-year return is 13.65%, while the 3-year CAGR is 24.09%. Over five years, the CAGR is 17.84%. The fund has delivered strong medium-term growth, showing a good stock selection strategy.
Managed by HDFC Mutual Fund, this fund has a large AUM of Rs. 25,294.79 crore and an expense ratio of 0.86%.
The 1-year return is 10.31%. The 3-year CAGR is 19.21%, and the 5-year CAGR is 17.74%. This fund is known for its disciplined approach and focus on fundamentally strong companies.
This fund from SBI Mutual Fund has the highest AUM among the list at Rs. 34,870.70 crore. The expense ratio is 0.72%.
The 1-year return is 13.22%. The 3-year CAGR is 17.67%, and the 5-year CAGR is 17.14%. The fund offers stable performance and is considered reliable due to its consistent track record.
Managed by HSBC Mutual Fund, this fund has Rs. 4,238.34 crore in assets and an expense ratio of 0.79%.
The 1-year return is quite strong at 18.48%. The 3-year CAGR is 20.72%, while the 5-year CAGR is 16.47%. The fund has shown good recent performance, especially in the short term.
This fund is offered by Nippon India Mutual Fund and manages Rs. 6,962.81 crore. The expense ratio is higher at 1.12%.
The 1-year return is 10.05%. The 3-year CAGR is 19.87%, and the 5-year CAGR is 16.42%. Despite a higher cost, the fund maintains stable long-term returns.
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Managed by Kotak Mahindra Mutual Fund, this fund has Rs. 27,372.55 crore in assets and a low expense ratio of 0.55%.
The 1-year return is 14.50%. The 3-year CAGR is 18.93%, and the 5-year CAGR is 16.28%. The fund focuses on steady growth with controlled risk.
Many Indian investors are channeling their funds into large and mid-cap mutual funds. Some options like Motilal Oswal and Invesco India show higher growth in recent years, while others like ICICI Prudential and SBI offer more stability.
Expense ratio, long-term returns, and fund size are important factors when comparing options. A balanced approach between growth and safety makes these funds suitable for long-term wealth creation.
1. What are Large and Mid Cap Mutual Funds?
These funds invest in both large companies and mid-sized companies, giving a balance of safety and growth.
2. Are these funds good for long-term investment?
Yes, they are suitable for long-term goals because they offer steady growth over time.
3. Which fund has the highest recent return?
The fund by Motilal Oswal Financial Services has one of the highest 1-year and 3-year returns in this list.
4. Is expense ratio important?
Yes, a lower expense ratio helps in keeping more returns, but performance should also be considered.
5. Are these funds risky?
They carry moderate risk since they invest in both stable large companies and faster-growing mid-sized firms.