Equity funds that invest in the top 200 firms in India are known as large and mid cap mutual funds. These funds bring together India's biggest companies, and mid-sized companies that are challenging those big companies for the top slot.
Some benefits that to invest in Large and mid cap funds:
Diversification: Because they invest in companies with both large and mid capitalization, large and mid-cap mutual funds offer the benefit of diversification. As a result, investors can gain exposure to mid-caps with less risk than if they invested just in mid-cap mutual funds.
Large-caps remain stable, while mid-caps expand:Large-cap stocks are regarded as market leaders and large corporations with strong financial standing. Alternatively, mid-caps are the same corporations from a few years ago that were challengers. Large and Mid-cap Mutual Funds provide a diverse portfolio in a single investment vehicle.
Mid-cap exposure without the risk associated with pure mid-cap funds: Pure mid-cap funds are slightly volatile in the short and long term. Many investors are carefull of them because they are uncomfortable with volatility and overlook the potential that these fund companies possess. Large and Mid-cap Mutual Funds allow you to profit from Mid-cap growth while posing a lower risk than pure Mid-cap funds. Large-cap firms provide stability in your returns while keeping collective risk under control.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
Quant Large & Mid Cap Fund
Fund Performance: The Quant Large & Mid Cap Fund Fund has given 30.26% annualized returns in the past three years and 30.32% in the last 5 years and 20.95% in the last 10 years. The Quant Large & Mid Cap Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Large & Mid Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme aims to generate current income and long term capital growth from a portfolio substantially consisting of equity and equity related securities. Investments made by the scheme shall be guided by the philosophy of value oriented investing. The emphasis will be on identifying companies with a strong sustainable competitive advantages in good businesses and having sound managements and paying consistent dividends
Scheme Manager: Sanjeev Sharma, Vasav Sahgal, Ankit A Pande.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 3282.82
1 Y Return (%)
: 59.65
Risko-Meter : Very High
Motilal Oswal Large and Midcap Fund
Fund Performance: The Motilal Oswal Large and Midcap Fund Fund has given 26.03% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Motilal Oswal Large and Midcap Fund Fund comes under the Equity category of Motilal Oswal Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Large and Midcap Fund via lump sum is ₹ 500 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Performance: The BANDHAN Core Equity Fund Fund has given 27.29% annualized returns in the past three years and 26.31% in the last 5 years and 16.94% in the last 10 years. The BANDHAN Core Equity Fund Fund comes under the Equity category of Bandhan Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BANDHAN Core Equity Fund via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.
Fund Performance: The Invesco India Large & Mid Cap Fund Fund has given 22.82% annualized returns in the past three years and 22.80% in the last 5 years and 16.72% in the last 10 years. The Invesco India Large & Mid Cap Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Large & Mid Cap Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.
Scheme Manager: Aditya Khemani, Amit Ganatra.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 5841.66
1 Y Return (%)
: 54.39
Risko-Meter : Very High
HSBC Large & Mid Cap Fund
Fund Performance: The HSBC Large & Mid Cap Fund Fund has given 22.42% annualized returns in the past three years and 23.79% in the last 5 years and 0.00% in the last 10 years. The HSBC Large & Mid Cap Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Large & Mid Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
