Top 6 Large and Mid Cap Mutual Funds with highest SIP returns in 5 years: Rs 2,50,000 one-time investment in No. 1 fund has grown to 12.82 lakh

Mid cap Funds generally invest in a diversified portfolio of mid-sized companies, spreading the risk across various sectors. These funds have the potential for rapid growth, which can result in higher returns for investors. Mid-caps are slightly riskier than large-cap stocks and less risky than small-cap stocks. Large-cap funds have a lower risk profile compared to the others. In large-cap funds, they invest in stocks that are in the top 100 companies. For example, Nifty 50 stocks. On that note, let’s check out the top 6 Large and Mid Cap Mutual Funds with the highest SIP returns in 5 years. See how Rs 2,50,000 one-time investment in No. 1 fund has grown to 12.82 lakh. 

Also read: Top 5 Mid Cap Mutual Funds with best SIP returns in 5 years: See how Rs 25,000 monthly investment has grown to Rs 33.3 lakh in No. 1 scheme

Nippon India Large Cap Fund

In 5 years, Nippon India Large Cap Fund has given a 29.22 per cent annualised SIP return. Its assets under management (AUM) are Rs 34,212 crore, while its net asset value (NAV) is Rs 92.87. Benchmarked against BSE 100 TRI, the fund has given annualised returns of 16.24 per cent since its launch in January 2013. 

With an expense ratio of 0.74 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time investment of Rs 2,50,000 in 5 years, the fund has given a total of Rs 9,01,000. The fund has 83.17 per cent large cap stocks in its equity holdings. 

ICICI Prudential Large Cap Fund

The ICICI Prudential Large Cap Fund has given a 27.26 per cent annualised return over the past 5 years. It has assets under management (AUM) of Rs 60,177 crore, while its net asset value (NAV) is Rs 112.83 as on March 28, 2025. Benchmarked against NIFTY 100 TRI, this fund has given a 15.82 per cent annualised return since its launch in January 2013.

At an expense ratio of 0.93 per cent, the fund has set Rs 500 as the minimum monthly investment and Rs 1,000 as the minimum lump sum investment. Rs 2,50,000 one-time investment in the ICICI Prudential Large Cap Fund has converted into Rs 8,34,000 in 5 years.

HDFC Large Cap Fund

In 5 years, HDFC Large Cap Fund has given a 26.35 per cent annualised SIP return. Its assets under management (AUM) are Rs 33,913 crore, while its net asset value (NAV) is Rs 1,163.77. Benchmarked against NIFTY 100 TRI, the fund has given annualised returns of 14.19 per cent since its launch in January 2013. 

With an expense ratio of 1.02 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a one-time investment of Rs 2,50,000 in 5 years, the fund has given a total of Rs 8,05,000. The fund has 93.33 per cent large cap stocks in its equity holdings. 

Quant Mid Cap Fund

In 5 years, Quant Mid Cap Fund has given a 38.67 per cent annualised SIP return. Its assets under management (AUM) are Rs 7,616 crore, while its net asset value (NAV) is Rs 227.72. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 17.82 per cent since its launch in January 2013. 

With an expense ratio of 0.62 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time investment of Rs 2,50,000 in 5 years, the fund has given a total of Rs 12,82,000. The fund has 73.28 per cent Mid Cap stocks in its equity holdings. 

Motilal Oswal Midcap Fund

The Motilal Oswal Midcap Fund has given a 38.52 per cent annualised return over the past 5 years. It has assets under management (AUM) of Rs 23,704 crore, while its net asset value (NAV) is Rs 105.8 as on March 31, 2025. Benchmarked against NIFTY Midcap 150 TRI, this fund has given a 23.66 per cent annualised return since its launch in February 2014.

At an expense ratio of 0.68 per cent, the fund has set Rs 500 as the minimum monthly investment and Rs 1,000 as the minimum lump sum investment. Rs 2,50,000 one-time investment in the Motilal Oswal Midcap Fund has converted into Rs 12,75,000 in 5 years.

Edelweiss Mid Cap Fund

In 5 years, Edelweiss Mid Cap Fund has given a 36.90 per cent annualised SIP return. Its assets under management (AUM) are Rs 7,729 crore, while its net asset value (NAV) is Rs 104.49. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 21.89 per cent since its launch in January 2013. 

With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a one-time investment of Rs 2,50,000 in 5 years, the fund has given a total of Rs 12,02,000. The fund has 73.51 per cent mid cap stocks in its equity holdings.

DISCLAIMER: Investments carry risk; seek professional guidance

_{Images are for reference only.Images and contents gathered automatic from google or 3rd party sources.All rights on the images and contents are with their legal original owners.}