Best large and mid-cap funds: 5 large and mid-cap funds that offer up to 22.3% returns in 5-year period
1/5
Large & mid-cap funds full list
Name: Kotak Equity Opportunities Fund - Regular Plan
Value Research Fund Rating: ****
Net Assets: Rs 18,315.08 crore
3-Month Return: 12.54%
6-Month Return: 17.48%
1-Year Return: 33.47%
3-Year Return: 19.53%
5-Year Return: 20.31%
Expense Ratio: 1.63%
ET Wealth collaborates with Value Research to identify the top-performing funds across categories.
ANNUALISED RETURNS IN % AS ON 14 FEB 2024
Value Research Fund Rating: ****
Net Assets: Rs 18,315.08 crore
3-Month Return: 12.54%
6-Month Return: 17.48%
1-Year Return: 33.47%
3-Year Return: 19.53%
5-Year Return: 20.31%
Expense Ratio: 1.63%
ET Wealth collaborates with Value Research to identify the top-performing funds across categories.
ANNUALISED RETURNS IN % AS ON 14 FEB 2024
2/5
Top large & mid-cap funds to buy
Name: ICICI Prudential Large & Mid Cap Fund
Value Research Fund Rating: ****
Net Assets: Rs 10,853.74 crore
3-Month Return: 17.43%
6-Month Return: 22%
1-Year Return: 38.53%
3-Year Return: 25.37%
5-Year Return: 22.3%
Expense Ratio: 1.76%
Value Research Fund Rating: ****
Net Assets: Rs 10,853.74 crore
3-Month Return: 17.43%
6-Month Return: 22%
1-Year Return: 38.53%
3-Year Return: 25.37%
5-Year Return: 22.3%
Expense Ratio: 1.76%
3/5
Best large & mid-cap funds
Name: HDFC Large and Mid Cap Fund - Regular Plan
Value Research Fund Rating: *****
Net Assets: Rs 16,033.22 crore
3-Month Return: 15.88%
6-Month Return: 21.84%
1-Year Return: 44.45%
3-Year Return: 24.98%
5-Year Return: 22.78%
Expense Ratio: 1.7%
Value Research Fund Rating: *****
Net Assets: Rs 16,033.22 crore
3-Month Return: 15.88%
6-Month Return: 21.84%
1-Year Return: 44.45%
3-Year Return: 24.98%
5-Year Return: 22.78%
Expense Ratio: 1.7%
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4/5
Large & mid-cap funds recommendations
Name: Motilal Oswal Large and Midcap Fund - Regular Plan
Value Research Fund Rating: *****
Net Assets: Rs 3,297.45 crore
3-Month Return: 12.36%
6-Month Return: 22.78%
1-Year Return: 43.55%
3-Year Return: 22.59%
5-Year Return: —
Expense Ratio: 1.88%
Value Research Fund Rating: *****
Net Assets: Rs 3,297.45 crore
3-Month Return: 12.36%
6-Month Return: 22.78%
1-Year Return: 43.55%
3-Year Return: 22.59%
5-Year Return: —
Expense Ratio: 1.88%
5/5
Large & mid-cap funds list: What to buy
Name: SBI Large & Midcap Fund
Value Research Fund Rating: *****
Net Assets: Rs 20,007.77 crore
3-Month Return: 13.43%
6-Month Return: 15.6%
1-Year Return: 30.98%
3-Year Return: 20.41%
5-Year Return: 20.06%
Expense Ratio: 1.67%
Value Research Fund Rating: *****
Net Assets: Rs 20,007.77 crore
3-Month Return: 13.43%
6-Month Return: 15.6%
1-Year Return: 30.98%
3-Year Return: 20.41%
5-Year Return: 20.06%
Expense Ratio: 1.67%