Large and Mid Cap fund SIP returns
What ₹10,000 a month grew to in every large and mid cap fund, to 11 Nov 2026.
Category average, 5 years
13.7%
₹6.00 L became ₹8.36 L
NIFTY Large Midcap 250 Index, 5 years
11.2%
became ₹7.89 L
Highest, 5 years
21.1%
Invesco India Large & Mid Cap Fund
Direct plan, Growth option.
₹10,000 a month for 5 years: ₹6.00 L invested
| Fund | ||||
|---|---|---|---|---|
| Category average | ₹8.36 L | 13.7% | ||
| NIFTY Large Midcap 250 Index | ₹7.89 L | 11.2% | ||
| ₹9.99 L | 21.1% | ₹12,178 Cr | 0.79% | |
| ₹9.86 L | 20.6% | ₹19,832 Cr | 0.91% | |
| ₹9.03 L | 16.9% | ₹5,784 Cr | 1.39% | |
| ₹9.01 L | 16.8% | ₹20,650 Cr | 1.17% | |
| ₹8.59 L | 14.8% | ₹3,384 Cr | 1.23% | |
| ₹8.53 L | 14.5% | ₹6,220 Cr | 1.13% | |
| ₹8.46 L | 14.2% | ₹16,438 Cr | 0.83% | |
| ₹8.37 L | 13.7% | ₹506 Cr | 1.43% | |
| ₹8.36 L | 13.7% | ₹4,615 Cr | 0.68% | |
| ₹8.32 L | 13.4% | ₹30,581 Cr | 0.67% | |
| ₹8.32 L | 13.4% | ₹969 Cr | 1.32% | |
| ₹8.30 L | 13.4% | ₹31,628 Cr | 1.28% | |
| ₹8.26 L | 13.1% | ₹1,762 Cr | 1.12% | |
| ₹8.25 L | 13.1% | ₹17,284 Cr | 0.79% | |
| ₹8.24 L | 13.1% | ₹2,753 Cr | 0.85% | |
| ₹8.21 L | 12.9% | ₹7,411 Cr | 1.50% | |
| ₹8.19 L | 12.8% | ₹28,543 Cr | 0.92% | |
| ₹8.11 L | 12.4% | ₹7,131 Cr | 1.35% | |
| ₹8.06 L | 12.1% | ₹24,578 Cr | 0.77% | |
| ₹8.04 L | 12.0% | ₹42,834 Cr | 0.85% | |
| ₹8.02 L | 11.9% | ₹40,499 Cr | 0.86% | |
| ₹7.90 L | 11.3% | ₹2,949 Cr | 1.56% | |
| ₹7.82 L | 10.9% | ₹5,603 Cr | 1.28% | |
| ₹7.81 L | 10.8% | ₹292 Cr | 0.67% | |
| ₹7.72 L | 10.3% | ₹3,337 Cr | 1.66% | |
| ₹6.99 L | 6.3% | ₹7,254 Cr | 0.78% |
26 funds with 5 years of history; 7 younger funds left out. Click a heading to sort.
How are large and mid cap fund SIP returns worked out?
₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.
Why is SIP return different from the fund's trailing return?
A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.
Does a high past SIP return mean a good fund to start a SIP in?
Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.