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Top 5 Midcap Mutual Funds With Best SIP Returns in 10 Years: Rs 50,500 monthly SIP in No. 1 fund has led into Rs 1.78 crore wealth
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 5 Midcap Mutual Funds With Best SIP Returns in 10 Years: Midcap funds are mutual funds that primarily invest in shares of mid-sized companies in India. Midcap companies are those that are ranked 101st to 250th in terms of market capitalisation. Here is a list of the top 5 midcap mutual funds with the highest SIP returns in 10 years. Also, take a look at how a Rs 50,500 monthly investment in the top fund has jumped to Rs 1.78 crore in just 10 years.
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1/10
Nippon India Growth Mid Cap Fund
1/10In 10 years, Nippon India Growth Mid Cap Fund has given a 20.41 per cent annualised return. Its assets under management (AUM) are Rs 39,676 crore, while its net asset value (NAV) is Rs 4,373.69. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 22 per cent since its launch in September 1995.
2/10
Nippon India Growth Mid Cap Fund
2/10With an expense ratio of 1.55 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lumpsum investment. With a monthly investment of Rs 50,500, the fund has grown to Rs 1,78,00,000 in 10 years.
3/10
Invesco India Mid Cap Fund
3/10In 10 years, Invesco India Mid Cap Fund has given a 19.67 per cent annualised return. Its assets under management (AUM) are Rs 9,895 crore, while its net asset value (NAV) is Rs 180.57. Benchmarked against BSE 150 MidCap TRI, the fund has given annualised returns of 16.39 per cent since its launch in February 2007.
4/10
Invesco India Mid Cap Fund
4/10With an expense ratio of 1.72 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lumpsum investment. With a monthly investment of Rs 50,500, the fund has grown to Rs 1,71,00,000 in 10 years.
5/10
HDFC Mid Cap Fund
5/10In 10 years, HDFC Mid Cap Fund has given a 19.40 per cent annualised return. Its assets under management (AUM) are Rs 85,358 crore, while its net asset value (NAV) is Rs 200.11. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 17.2 per cent since its launch in May 2007.
6/10
HDFC Mid Cap Fund
6/10With an expense ratio of 1.37 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lumpsum investment. With a monthly investment of Rs 50,500, the fund has grown to Rs 1,68,00,000 in 10 years.
7/10
ICICI Prudential Midcap Fund
7/10In 10 years, ICICI Prudential Midcap Fund has given a 18.81 per cent annualised return. Its assets under management (AUM) are Rs 6,569 crore, while its net asset value (NAV) is Rs 330.02. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 17.67 per cent since its launch in September 2004.
8/10
ICICI Prudential Midcap Fund
8/10With an expense ratio of 1.87 per cent, the fund has Rs 3,000 as the minimum SIP investment. With a monthly investment of Rs 50,500, the fund has grown to Rs 1,63,00,000 in 10 years.
9/10
HSBC Midcap Fund
9/10In 10 years, HSBC Midcap Fund has given a 17.45 per cent annualised return. Its assets under management (AUM) are Rs 11,342 crore, while its net asset value (NAV) is Rs 419.15. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 18.67 per cent since its launch in June 2004.
10/10
HSBC Midcap Fund
10/10With an expense ratio of 1.73 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lumpsum investment. With a monthly investment of Rs 50,500, the fund has grown to Rs 1,52,00,000 in 10 years.
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