Top 5 Midcap Mutual Funds With Best SIP Returns in 7 Years: Midcap companies are those that ranked 101st to 250th in terms of market capitalisation. Accordingly, midcap funds are mutual funds that primarily invest in stocks of midcap companies. Here is a list of the top 5 midcap mutual funds with the highest SIP returns in 5 years. Also, take a look at how a Rs 13,000 monthly investment in the top fund has jumped to Rs 31.02 lakh in just 7 years.
1/10In 7 years, Motilal Oswal Midcap Fund has given a 29.41 per cent annualised return. Its assets under management (AUM) are Rs 33,053 crore, while its net asset value (NAV) is Rs 116.75. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 24.07 per cent since its launch in February 2014.
2/10With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 31,02,000 in 7 years.
3/10In 7 years, Invesco India Mid Cap Fund has given a 27.32 per cent annualised return. Its assets under management (AUM) are Rs 7,406 crore, while its net asset value (NAV) is Rs 216.23. Benchmarked against BSE 150 MidCap TRI, the fund has given annualised returns of 22.1 per cent since its launch in January 2013.
4/10With an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 28,82,000 in 7 years.
5/10In 7 years, Edelweiss Mid Cap Fund has given a 27.52 per cent annualised return. Its assets under management (AUM) are Rs 10,988 crore, while its net asset value (NAV) is Rs 117.76. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 22.51 per cent since its launch in January 2013.
6/10With an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 29,03,000 in 7 years.
7/10In 7 years, HDFC Mid Cap Fund has given a 26.36 per cent annualised return. Its assets under management (AUM) are Rs 84,061 crore, while its net asset value (NAV) is Rs 215.91. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 21.5 per cent since its launch in January 2013.
8/10With an expense ratio of 0.75 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 27,86,000 in 7 years.
9/10In 7 years, Nippon India Growth Mid Cap Fund has given a 26.40 per cent annualised return. Its assets under management (AUM) are Rs 39,066 crore, while its net asset value (NAV) is Rs 4,528.75. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 19.09 per cent since its launch in January 2013.
10/10With an expense ratio of 0.71 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 27,9,000 in 7 years.