In the dynamic world of mutual funds, large and midcap funds have become a popular choice among investors looking for a balance between stability and growth. These funds invest in both large-cap and mid-cap companies, combining the reliability of established firms with the potential of emerging ones. Over the past five years, many large and midcap mutual funds have outperformed their benchmarks, providing solid returns to long-term investors.
The performance of these funds reflects strong stock selection, experienced fund management, and disciplined investment strategies. Whether you are a new investor seeking balanced growth or an experienced one looking to diversify, understanding the top-performing large and midcap mutual funds in the past five years can help you make informed investment decisions.
Top Large & Midcap Mutual Funds Delivering Strong 5-Year Returns
Large and midcap mutual funds have demonstrated consistent performance across various market cycles, benefiting from India’s strong economic growth and corporate earnings recovery. Here are some of the best-performing schemes that have offered impressive five-year returns while maintaining a balanced risk-reward profile.
Mirae Asset Large & Midcap Fund
The Mirae Asset Large & Midcap Fund is known for its robust stock selection and consistent returns. It follows a blend of growth and value investing styles, providing stability through large-cap exposure and higher growth potential from midcaps.
Investment Philosophy
This fund invests across sectors and market caps, focusing on fundamentally strong businesses with sustainable earnings. Its portfolio is diversified, reducing market volatility risks.
Performance Record
Over the last five years, the fund has delivered strong returns outperforming many peers and benchmarks, making it a preferred choice for long-term investors.
Fund Management
Managed by an experienced team at Mirae Asset, the fund maintains a disciplined approach toward valuation and asset allocation, ensuring steady compounding of wealth.
Investor Suitability
It suits investors seeking steady long-term capital appreciation through a diversified equity portfolio with moderate risk exposure.
Portfolio Composition
The fund holds a mix of large and midcap stocks from sectors like banking, IT, energy, and consumer goods, offering balanced exposure.
Canara Robeco Emerging Equities Fund
Canara Robeco Emerging Equities Fund is among the top-rated large and midcap funds known for its consistent performance and risk-adjusted returns.
Investment Objective
The fund aims to generate long-term capital appreciation by investing in emerging large and midcap companies with strong fundamentals and growth potential.
Track Record
It has delivered solid five-year returns, reflecting efficient fund management and prudent sector selection. The fund’s conservative approach helps limit downside risk during market corrections.
Portfolio Strategy
The portfolio is well-diversified across sectors such as financials, IT, and manufacturing, which have shown strong growth in recent years.
Fund Management Approach
With a focus on quality companies, the fund avoids overexposure to high-risk stocks and maintains a long-term perspective.
Who Should Invest
Ideal for investors looking for steady capital growth with moderate risk tolerance and a long investment horizon.
Kotak Equity Opportunities Fund
Kotak Equity Opportunities Fund combines a strategic mix of large and midcap stocks to deliver consistent risk-adjusted returns.
Investment Strategy
It follows a dynamic investment approach, allocating funds based on market trends and sector outlook. This flexibility helps it capture market opportunities efficiently.
Performance Overview
The fund has consistently performed well over five years, rewarding investors with competitive returns and lower volatility.
Portfolio Holdings
Top holdings include large-cap leaders in banking and technology alongside emerging midcaps in manufacturing and infrastructure.
Risk Management
The fund maintains balanced sectoral exposure to manage market risks effectively while ensuring steady returns.
Investor Profile
Suitable for investors seeking growth and stability with a diversified approach to equity investing.
Axis Growth Opportunities Fund
Axis Growth Opportunities Fund is a relatively new entrant but has shown excellent performance, driven by its strong research-backed investment strategy.
Investment Focus
The fund focuses on companies with sustainable competitive advantages and long-term growth potential.
Historical Performance
Over five years, it has emerged as one of the top performers in its category, with strong risk-adjusted returns.
Sector Exposure
The fund maintains exposure to high-growth sectors like technology, healthcare, and consumer goods, driving consistent performance.
Fund Manager’s Approach
With a focus on quality and earnings visibility, the manager emphasizes companies with robust management and clean balance sheets.
Suitability for Investors
It is well-suited for investors looking for consistent long-term wealth creation through disciplined equity exposure.
Sundaram Large & Midcap Fund
Sundaram Large & Midcap Fund focuses on value investing, identifying underpriced companies with strong fundamentals.
Investment Theme
It invests in companies with strong earnings growth potential and sustainable business models.
Performance History
The fund has maintained stable returns over five years, benefiting from its focus on value opportunities in both large and midcap segments.
Sector Allocation
Its portfolio is diversified across sectors like banking, energy, and capital goods, balancing growth and value components.
Risk Profile
It carries moderate risk, ideal for investors seeking stability with decent capital appreciation.
Why It Stands Out
The fund’s disciplined investment process and focus on long-term fundamentals make it a consistent performer.
Edelweiss Large & Midcap Fund
Edelweiss Large & Midcap Fund is known for its active management style and innovative portfolio strategies.
Fund Philosophy
The fund combines top-down sectoral views with bottom-up stock selection to achieve superior returns.
Performance Consistency
Its five-year track record reflects steady performance across different market phases.
Diversified Holdings
Investments span across banking, consumer, and industrial sectors, reducing portfolio concentration risk.
Risk Control Measures
Edelweiss employs quantitative and qualitative frameworks to manage volatility and optimize risk-return trade-offs.
Investor Benefits
It suits investors seeking diversification and stability in a single portfolio with moderate to high risk appetite.
HDFC Large & Midcap Fund
HDFC Large & Midcap Fund has been a long-standing favorite among investors, delivering consistent long-term results.
Investment Objective
The fund aims for capital appreciation through investments in both large and midcap stocks with sustainable growth potential.
Historical Returns
Over five years, it has generated healthy returns, proving its resilience during both bull and bear markets.
Fund Management Team
Managed by experienced professionals at HDFC Mutual Fund, the team follows a research-driven approach and disciplined allocation strategy.
Portfolio Characteristics
The fund invests in blue-chip stocks alongside promising midcap names, ensuring a balanced risk profile.
Investor Outlook
Best suited for long-term investors aiming to build wealth steadily through market cycles.
Also Read: Why HDFC Flexi Cap Fund Is a Top Pick for Diversified Equity Investors
Conclusion
Large and midcap mutual funds continue to be a reliable investment avenue for those seeking balanced growth and risk management. The top-performing funds over the past five years—like Mirae Asset Large & Midcap Fund, Canara Robeco Emerging Equities Fund, and Axis Growth Opportunities Fund—showcase strong management, quality stock selection, and consistent returns. Investors should consider their risk appetite, investment horizon, and financial goals before investing. A well-chosen large and midcap fund can be an essential component of a diversified long-term portfolio.
FAQs Large & Midcap Mutual Funds
What are large and midcap mutual funds?
Large and midcap funds invest in both large-cap and mid-cap companies, providing stability and growth potential in a single portfolio.
Are large and midcap funds suitable for beginners?
Yes, these funds are ideal for beginners seeking balanced risk and returns, as they invest in established as well as emerging companies.
What is the investment horizon for such funds?
Investors should have a minimum investment horizon of 5 to 7 years to benefit from compounding and market cycles.
Do large and midcap funds offer better returns than large-cap funds?
Typically, they have higher growth potential than pure large-cap funds but may carry slightly more risk.
Is SIP a good way to invest in large and midcap funds?
Yes, systematic investment plans (SIPs) are an effective way to invest regularly and average out market volatility.
Also Read: Multi Cap Funds vs Flexi Cap Funds
Disclaimer:
This article is for educational purposes only. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing or consult your financial advisor.
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