Top Midcap Mutual Funds: Rs 5 lakh total investment in 3 schemes grew to over Rs 20 lakh in 5 years; see the list
Midcap Mutual Fund Schemes: Do you know about midcap mutual funds? Midcap mutual funds are a type of open-end mutual funds that hold shares in the stocks of mid-cap companies. In this article, let’s look at some of the best midcap mutual funds. The five funds have delivered annual returns of 30-35 percent in the last 5 years, according to the website of mutual fund industry association AMFI, amfiindia.com. These funds are: Motilal Oswal Midcap Fund, Quant Mid Cap Fund, Edelweiss Mid Cap Fund, PGIM India Midcap Opportunities Fund and Nippon India Growth Fund. Read on to learn more about these MF programs.
All these midcap funds are indexed to the Nifty Midcap 150 Total Return gauge.
Top Midcap Funds | Check out the best performing midcap mutual funds, as of 3 January 2025:
| The program | Benchmark | Section | 5-Year Annual Return (%)-Direct |
| Motilal Oswal Midcap Fund | NIFTY Midcap 150 Value Return Index | Midcap | 35.04 |
| The highest value of the Quant Mid Cap asset | NIFTY Midcap 150 Value Return Index | Midcap | 34.65 |
| Edelweiss Mid Cap Fund | NIFTY Midcap 150 Value Return Index | Midcap | 32.1 |
| PGIM India Midcap Opportunities Fund | NIFTY Midcap 150 Value Return Index | Midcap | 30.65 |
| Nippon India Growth Fund | NIFTY Midcap 150 Value Return Index | Midcap | 30.09 |
| Invesco India Mid Cap Fund | BSE 150 MidCap Total Return Index | Midcap | 29.94 |
| Mahindra Manulife Mid Cap Fund | NIFTY Midcap 150 Value Return Index | Midcap | 29.84 |
| HDFC Mid-Cap Opportunities Fund | NIFTY Midcap 150 Value Return Index | Midcap | 29.73 |
| Kotak Emerging Equity Fund | NIFTY Midcap 150 Value Return Index | Midcap | 28.55 |
| SBI Magnum Midcap Fund | NIFTY Midcap 150 Value Return Index | Midcap | 28.01 |
Average Average Midcap Mutual Fund Returns in 5 Years
Data shows that the top 10 funds in this category have rewarded investors with annual returns of 28-35 percent over 5 years.
Now, let’s interpret these returns.
What these returns mean is that a one-time investment of Rs 5 lakh alone has grown to around Rs 17.18-22.42 lakh over a period of 5 years, according to the figures.
Also, the top three schemes have grown to at least Rs 20.11 lakh, figures show.
ALSO READ: Top 7 Flexi Cap Mutual Funds Up to 52% Return SIP in 1 Year: Rs 20,000 monthly SIP investment in fund No. 1 made Rs 3.02 lakh; know others too
Midcap MF Average SIP Returns
Now, let’s get to SIP recovery.
A monthly SIP of Rs 1,000 in each fund grew to around Rs 1.2-1.70 lakh in 10 plans over a period of 5 years.
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