Top Midcap Mutual Funds: Rs 5 lakh lump sum investment in 3 schemes has grown to more than Rs 20 lakh in 5 years; see list

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Midcap Mutual Fund Schemes: Do you cognize astir midcap communal funds (also known arsenic 'mid headdress funds')? Midcap communal funds are a benignant of open-ended equity funds that person allocations successful stocks of mid-sized businesses. In this article, let's look astatine immoderate of the top-performing midcap communal funds. Five funds person delivered annualised returns to the tune of 30-35 per cent successful the past 5 years, according to communal money manufacture assemblage AMFI's website, 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 connected to larn astir these MF schemes successful detail.

All these midcap funds are benchmarked to the Nifty Midcap 150 Total Return gauge.

Top Midcap Funds | Take a look astatine the top-performing midcap communal funds, arsenic of January 3, 2025:

Scheme	Benchmark(s)	Category	Annualised 5-year Return (%)-Direct
Motilal Oswal Midcap Fund	NIFTY Midcap 150 Total Return Index	Midcap	35.04
Quant Mid Cap Fund	NIFTY Midcap 150 Total Return Index	Midcap	34.65
Edelweiss Mid Cap Fund	NIFTY Midcap 150 Total Return Index	Midcap	32.1
PGIM India Midcap Opportunities Fund	NIFTY Midcap 150 Total Return Index	Midcap	30.65
Nippon India Growth Fund	NIFTY Midcap 150 Total 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 Total Return Index	Midcap	29.84
HDFC Mid-Cap Opportunities Fund	NIFTY Midcap 150 Total Return Index	Midcap	29.73
Kotak Emerging Equity Fund	NIFTY Midcap 150 Total Return Index	Midcap	28.55
SBI Magnum Midcap Fund	NIFTY Midcap 150 Total Return Index	Midcap	28.01

Midcap Mutual Fund Estimated Lump Sum Returns successful 5 Years

Data shows that the apical 10 funds successful this class person rewarded investors with annualised returns of 28-35 per cent implicit 5 years.

Now, let's construe these returns.

What these returns mean is that one-time investments of Rs 5 lakh successful each person grown to astir Rs 17.18-22.42 lakh successful the 5-year period, arsenic per calculations.

Also, the apical 3 schemes person grown to astatine slightest Rs 20.11 lakh, calculations show.

ALSO READ: Top 7 Flexi Cap Mutual Funds With up to 52% SIP Return successful 1 Year: Rs 20,000 monthly SIP concern successful No. 1 money has generated Rs 3.02 lakh; cognize astir others too

Midcap MF Estimated SIP Returns

Now, let's get to SIP returns.

A monthly SIP of Rs 1,000 successful each money has grown to astir Rs 1.2-1.70 lakh in the 10 schemes successful the 5-year period.

Read much connected the powerfulness of compounding

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