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A large and mid cap mutual fund is an open-ended equity scheme which invests at least 35% of its assets in large cap and 35% of its assets in mid cap stocks each. Since a large and mid cap fund invests in both large and mid cap stocks, it can give higher returns than purely large cap funds but potentially lower returns than pure mid cap, small cap or multicap funds.

Here are the top 5 large and mid cap funds for 2019.

Fund Name 1 Year Return 3 Year Return 5 Year Return
Invesco India Growth Opportunities Fund 15.81% 15.00% 12.86%
Sundaram Large and Mid Cap Fund 15.81% 15.00% 12.86%
Kotak Equity Opportunities Fund 16.04% 11.26% 11.70%
DSP Equity Opportunities Fund 15.76% 10.92% 11.94%
SBI Large & Mid Cap Fund 10.70% 9.92% 10.66%

(Data as on November 08, 2019; Source: Value Research)

1. Invesco India Growth Opportunities Fund

Returns 1-Year (%) 3-Year (%) 5-Year (%)
Invesco India Growth Opportunities Fund 15.81% 15.00% 12.86%
Benchmark 9.59% 10.97% 9.93%

(Data as on November 08, 2019; Source: Value Research)

Invesco India Growth Opportunities Fund is more than a decade old fund which was launched in August 2007. The scheme has registered an impressive performance over the recent years. The scheme has outperformed its benchmark during both the short and long term periods.

It is a relatively aggressive large and mid cap fund which has given a higher weightage to consumption-driven sectors than defensive sectors in its portfolio. It is an ideal scheme for investors seeking capital appreciation over long term undertaking moderately high risk.

2. Sundaram Large and Mid Cap Fund

Returns 1-Year (%) 3-Year (%) 5-Year (%)
Sundaram Large and Mid Cap Fund 15.81% 14.63% 12.78%
Benchmark 12.06% 12.35% 9.61%

(Data as on November 08, 2019; Source: Value Research)

Sundaram Large and Mid Cap Fund is a time-tested fund which has been present in the space since February 2007. The scheme has given returns better than its benchmark during the last 3 year as well as 5 year periods. It is a relatively aggressive scheme which holds more of sectors, like banking and finance, the growth of which is dependent on the economic growth of the country. It is the right scheme for investors who wish to earn potentially high returns for relatively high risk levels.

3. Kotak Equity Opportunities Fund

Returns 1-Year (%) 3-Year (%) 5-Year (%)
Kotak Equity Opportunities Fund 16.04% 11.26% 11.70%
Benchmark 12.33% 12.39% 9.48%

(Data as on November 08, 2019; Source: Value Research)

Kotak Equity Opportunities Fund is one of the oldest large and mid cap funds which made its debut in September 2004. The scheme has given good returns over the past and has even outperformed its benchmark during the previous 5 year period. It is a relatively aggressive scheme which has invested a majority of its assets in cyclical sectors compared with defensive sectors. It is a suitable scheme for appreciation of capital over the long term.

4. DSP Equity Opportunities Fund

Returns 1-Year (%) 3-Year (%) 5-Year (%)
DSP Equity Opportunities Fund 15.76% 10.92% 11.94%
Benchmark 12.06% 12.35% 9.61%

(Data as on November 08, 2019; Source: Value Research)

DSP Equity Opportunities Fund is a veteran large and mid cap fund which was launched in May 2000. The scheme has outperformed its benchmark during the last 5 year period by a margin of nearly 2%. It is an aggressive scheme which holds more of Finance and Energy sectors in its portfolio rather than defensive sectors like pharmaceuticals and fertilizers. The investors who are looking for a well-performing large and mid cap fund and have a relatively long time horizon must have DSP Equity Opportunities Fund in their portfolio.

5. SBI Large & MidCap Fund

Returns 1-Year (%) 3-Year (%) 5-Year (%)
SBI Large & MidCap Fund 10.70% 9.92% 10.66%
Benchmark 12.06% 12.35% 9.61%

(Data as on November 08, 2019; Source: Value Research)

SBI Large and Mid Cap Fund is one of the oldest large funds which joined the category in February 1993. The scheme has yielded an attractive return of 9.92% over the last 3 year period and almost mirrored its benchmark with return of 10.66% over the previous 5 year period. The scheme is more bullish on consumption-driven sectors than defensive sectors, the growth of which is not dependent on the nation’s economic growth. The scheme is one of the best large and mid cap funds for investors seeking a diversified scheme.

List of  Large & Midcap Funds in India

Fund Name AUM (Cr) 1-Year 3-Year 5-Year
Mirae Asset Emerging Bluechip Fund – Direct Plan 7,759 11.39% 11.76% 17.02%
DSP Equity Opportunities Fund – Direct Plan 5,166 8.42% 8.54% 12.10%
Aditya Birla Sun Life Equity Advantage Fund – Direct Plan 4,708 0.99% 3.66% 10.60%
Canara Robeco Emerging Equities – Direct Plan 4,669 4.00% 8.91% 14.24%
ICICI Prudential Large & Mid Cap Fund- Direct Plan 3,457 0.77% 6.09% 7.71%
IDFC Core Equity Fund – Direct Plan 2,678 1.36% 7.44% 10.44%
Nippon India Vision- Direct Plan 2,606 1.15% 3.44% 5.99%
SBI Large & Midcap Fund – Direct Plan 2,493 4.39% 6.79% 10.56%
Franklin India Equity Advantage Fund – Direct 2,467 0.08% 4.81% 8.11%
Kotak Equity Opportunities Fund – Direct Plan 2,488 8.42% 8.34% 11.84%
Principal Emerging Bluechip Fund – Direct Plan 2,057 2.28% 7.40% 13.46%
Invesco India Growth Opportunities Fund – Direct Plan 1,826 8.05% 12.04% 12.49%
Tata Large & Mid Cap Fund – Direct Plan 1,378 13.99% 8.33% 11.09%
L&T Large and Midcap Fund – Direct Plan 1,274 0.42% 6.30% 8.62%
HDFC Growth Opportunities Fund – Direct Plan 1,231 1.56% 5.75% 5.25%
UTI Core Equity Fund – Direct Plan 833 -2.40% 3.30% 6.21%
Axis Growth Opportunities Fund – Direct Plan 792
Sundaram Large and Mid Cap Fund – Direct Plan 721 9.99% 12.30% 12.56%
HSBC Large and Mid Cap Equity Fund – Direct Plan 609
LIC MF Large & Mid Cap Fund – Direct Plan 509 11.27% 10.02%
Edelweiss Large and Mid Cap Fund – Direct Plan 429 7.24% 9.05% 10.42%
BOI AXA Large & Mid Cap Equity Fund – Direct Plan 153 5.04% 4.89% 6.48%
Essel Large & Midcap Fund – Direct Plan 100 12.54% 8.74%
Quant Large and Mid Cap Fund – Direct Plan 4 -0.62% 5.01% 13.02%

The post Best Large & Midcap Funds appeared first on Compare & Apply Loans & Credit Cards in India- Paisabazaar.com.



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