Top Performing Funds in Large-Cap, Mid-Cap, and Small-Cap Categories Over the Last 3 Years

Let us explore the performance of three standout funds—Nippon India Large Cap Fund, Motilal Oswal Midcap Fund, and Bandhan Small Cap Fund—that have emerged as leaders in their respective categories over the last three years.

When it comes to equity mutual funds, Large-Cap, Mid-Cap, and Small-Cap categories cater to different investment needs. Let us explore the performance of three standout funds—Nippon India Large Cap Fund, Motilal Oswal Midcap Fund, and Bandhan Small Cap Fund—that have emerged as leaders in their respective categories over the last three years.

Nippon India Large Cap Fund

This fund, managed by Nippon India Mutual Fund, falls under the large-cap equity category. It was launched on January 1, 2013, and tracks the BSE 100 TRI benchmark. With a total asset size of Rs 35,699.99 crore as of December 31, 2024, the fund has maintained its stability while delivering consistent returns. The fund’s CAGR since inception is 16.59 per cent, closely aligning with its benchmark return of 17.1 per cent. Its low TER of 0.66 per cent and a minimum investment requirement of Rs 100 make it accessible for all types of investors. The fund’s latest NAV stood at Rs 93.4158 as on January 17, 2025, reflecting its resilience despite market fluctuations. Investors seeking long-term growth with exposure to large-cap stocks might find this fund a reliable choice.

Motilal Oswal Midcap Fund 

This mid-cap equity fund has been a favorite among investors since its launch on February 24, 2014. With a benchmark of NIFTY Midcap 150 TRI, the fund focuses on companies in the mid-cap segment. It has shown an impressive CAGR of 25.09 per cent since inception, outperforming its benchmark return of 17.77 per cent. As of December 31, 2024, the fund managed Rs 26,421.09 crore in assets, demonstrating strong investor confidence. The fund has a TER of 0.54 per cent and requires a minimum investment of Rs 500, making it an economical option for mid-cap exposure. Its NAV stood at Rs 114.9436 on January 17, 2025. While its turnover ratio of 131 per cent indicates active management, the fund’s robust returns justify its strategy for those seeking medium-sized growth opportunities.

Bandhan Small Cap Fund

Among small-cap funds, the Bandhan Small Cap Fund stands out for its remarkable performance. Launched on February 25, 2020, this fund has delivered a stellar CAGR of 37.76 per cent since inception, far exceeding its benchmark BSE 250 SmallCap TRI, which returned 16.64 per cent. With a total asset size of Rs 9,691.56 crore as of December 31, 2024, the fund reflects a growing preference for small-cap opportunities. It has a TER of 0.41 per cent, one of the lowest in its category, and a minimum investment requirement of Rs 1,000. The fund's NAV was Rs 47.993 as on January 17, 2025, reflecting its steady growth. Investors looking for high-growth potential in emerging companies may find this fund highly appealing.

Note: All mentioned schemes are direct plans.

Conclusion

These funds represent top-tier performance in their respective categories over the last three years. While Nippon India Large Cap Fund offers stability and consistent growth, Motilal Oswal Midcap Fund balances higher returns with medium-sized company exposure. Meanwhile, the Bandhan Small Cap Fund provides exceptional growth potential in the small-cap segment. Each fund caters to a distinct investment objective, and understanding these differences is crucial to aligning with individual financial goals.

Disclaimer: The article is for informational purposes only and not investment advice.