Best Mutual Funds in India from Large Cap-Midcap Segment for 2019
There are mutual funds that invests in large cap category. There are mutual funds that invests in Midcap segment. However, as per SEBI categorization done in April/May-2018, another segment of mutual funds that came are funds that invests in large cap + Midcap segment. Some of the funds were already adopting this investment strategy, however the categorization has brought an opportunity to investors to know about this separate categorization of these funds. Which are the Best Mutual Funds in India to invest in 2019 in Largecap/Midcap Segment? Which are 6 Top Mutual Funds in India to invest now post SEBI categorization of mutual fund schemes?
Also Read: Best Performing Small Cap Mutual Funds to invest now
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What are Large cap – Midcap Mutual Funds in India?
Large Cap Cum Midcap Mutual Funds are those that select stocks for investment from the largest 250 stocks listed in the Indian markets (highest market capitalization). Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow.
How we filtered Best Large cap-Midcap Mutual Funds in India in 2019?
Below are some of the key parameters considered while filtering these best mutual funds to invest in India. One should note that these funds would not be 100% larger cap-Midcap fund earlier, hence performance may not be comparable in some cases.
1) Funds that have outperformed in the last 5 years, 3 years and 1 year have been considered.
2) Preference is given to the highest performance in the last 10 years. This shows that such funds has been performing well in the last 8-10 years.
3) Selected mutual funds that quickly bounced back from the recent fall in the stock market.
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4) Funds that have the highest rating from Value Research and Crisil are also given preference.
5) Considered mutual funds that appreciated to the highest value if invested in lump sum in the last 3-5 years.
6) Filtered Funds that have Assets under management (AUM) of more than ₹ 100 Crores which shows investor confidence.
Who can invest in these large cap-Midcap Funds?
If you are an investor who are in dilemma to invest either in large cap or mid cap funds and want to leave this to fund manager, this category of mutual fund is best suitable to you. Since this fund invests in Midcap segment too, there is a high element of risk. These large cap-Midcap mutual funds are for high risk investors who are willing to invest through a lump sum or SIP for at least 8-10 years. If you are low risk investments or a moderate risk taker, you can stay away from such funds.
Best Mutual Funds in India from Large Cap-Midcap Segment for 2019
#1 – Mirae Asset Emerging Blue-chip Fund
Fund Strategy: This fund aims to get income and investment appreciation from a diversified portfolio by investing in large cap and mid cap companies.
Performance: This fund has performed well and gave 29% annualized returns in the last 5 years, 17% annualized returns in the last 3 years and 1% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.61 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 3.5 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 96,000.
Reasons to invest: This fund gave highest SIP returns in the last 5 years. This mutual fund gave highest lump sum returns in the last 3-5 years. When several funds are lagging behind the performance, this fund was able to cope-up losses in the recent stock market fall. It is rated as 5 Star by Value Research and Rank-2 by Crisil. This is one of the best mutual funds in India to invest in 2019 in large cap-Midcap mutual funds segment.
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#2 – Canara Robeco Emerging Equities Fund
Fund Strategy: The MF scheme seeks to generate capital appreciation by investing in a diversified portfolio of large cap and mid-cap stocks.
Performance: This fund has performed well and gave 28% annualized returns in the last 5 years, 13% annualized returns in the last 3 years and -4% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 3.4 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 90,000.
Reasons to invest: This fund too gave highest SIP returns and highest lump sum returns in the last 5 years. It is rated as 5 Star by Value Research and Rank-2 by Crisil. Overall, it is a fund that has kept up well with the ups and downs of the market. This is one of the top mutual funds in India in 2019 in largecap/midcap funds segment.
#3 – Principal Emerging Blue-chip Fund
Fund Strategy: The MF aims to achieve long term capital appreciation by investing in equity & related instruments of large cap & Midcap stocks.
Performance: This fund has performed well and gave 25% annualized returns in the last 5 years, 15% annualized returns in the last 3 years and -6% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.5 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 3 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 87,000.
Reasons to invest: This fund has been a consistent performer in the last few years. However the recent downfall has hurt the fund performance, which is being recovered now in the last few months. It is rated as 4 Star by Value Research and Rank-3 by Crisil. This is one of the good mutual funds in India to invest in large cap and mid cap MFs segment.
#4 – Sundaram Large and Mid Cap Fund
Fund Strategy: The mutual fund seeks appreciation by investing in equity and equity related instruments in large and mid cap stocks
Performance: This fund has performed well and gave 19% annualized returns in the last 5 years, 14% annualized returns in the last 3 years and 4% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.4 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 83,000.
Reasons to invest: This fund gave 16% annualized returns in the last 10 years. This fund has been a consistent performer in the last 8-10 years. It is rated as 4 Star by Value Research and Rank-1 by Crisil. This is one of the best large cap – Midcap mutual funds to invest in India.
#5 – SBI Large & Midcap Fund
Fund Strategy: The MF scheme aims to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of large cap and mid cap companies.
Performance: This fund has performed well and gave 18% annualized returns in the last 5 years, 11% annualized returns in the last 3 years and 1% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.3 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 80,000.
Reasons to invest: This fund gave 18% annualized returns in the last 10 years proving it has consistent performer in the medium to long term. It is rated as 4 Star by Value Research and Rank-3 by Crisil.
#6 – DSP Equity Opportunities Fund
Fund Strategy: The mutual fund scheme seeks to generate capital appreciation from a portfolio of Equity Instruments of Large and Midcap companies.
Performance: This fund has performed well and gave 17% annualized returns in the last 5 years, 12% annualized returns in the last 3 years and -5% returns in the last 1 year. If you have invested ₹ 1 Lakh 3 years back, your investment would have grown to ₹ 1.4 Lakhs. If you have invested ₹ 1 Lakh 5 years back, your investment would have grown to ₹ 2.2 Lakhs. If you would have invested ₹ 1,000 per month through SIP for 5 years, your investment amount would have been ₹ 60,000 (₹ 1,000 x 60 months) and your investment would have grown to ₹ 81,000.
Reasons to invest: This is a consistent performer in the last 10 years where it gave 18% annualized returns. It is rated as 4 Star by Value Research and Rank-3 by Crisil. This is one of the consistent performing best mutual funds in India in 2019.
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Here is the summary of Best Mutual Funds in India from Largecap-Midcap Segment for 2019
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Best Mutual Funds in India from Large Cap-Midcap Segment for 2019
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