Top 7 Midcap Mutual Funds With up to 37% Return in 3 Years: No. 1 fund has converted Rs 2,49,999 one-time investment into Rs 6,38,202
Top Midcap Mutual Funds in 3 Years: Midcap mutual funds provide stability and growth as they invest largely in companies in the 101st to 250th places in terms of market capitalisation. The top 7 midcap mutual funds have given at least a 31 per cent annualised return in the 3-year period. The midcap mutual fund category has given a 26.57 per cent annualised return in 3 years.
Top 7 Midcap Mutual Funds With Best Returns in 3 Years: Midcap companies are a mix of those which are on the verge of becoming large largecaps and those who have just graduated from smallcaps. Therefore, these funds can offer both stability and growth to their investors. As per Securities Exchange Board of India's rule, midcap mutual funds need to maintain at least 65 per cent of their investments in midcap stocks. This gives investors a fair chance to invest in India's top midcap companies. The midcap is a prominent equity fund category, suitable for investors who want to hold their investments for long. Many midcap funds showed stable growth in the 3-year time frame, with the top fund giving nearly a 37 per cent annualised return. Here, we take you through the top 7 midcap mutual funds with the highest CAGR in 3 years. Also know what a Rs 2,49,999 lump sum (one-time) investment in each of them has given in the 3-year time frame.
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Motilal Oswal Midcap Fund - Direct Plan
The fund has given 36.67 per cent annualised SIP returns in the 3-year time frame.
It has assets under management (AUM) of Rs 30,401 crore, while its net asset value (NAV) as on June 13, 2025, was Rs 114.5106.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 24.06 per cent annualised returns since its inception in February 2014.
Motilal Oswal Midcap Fund - Direct Plan
With an expense ratio of 0.70 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 2,49,999 one-time investment in the fund in 3 years has converted into Rs 6,38,201.55.
Invesco India Mid Cap Fund - Direct Plan
The fund has given 33.14 per cent annualised SIP returns in 3 years.
It has AUM of Rs 6,641 crore, while its NAV as on June 13, 2025, was Rs 208.8700.
Benchmarked against BSE 150 MidCap TRI, the fund given 21.92 per cent annualised returns since its launch in January 2013.
Invesco India Mid Cap Fund - Direct Plan
At an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment.
A Rs 2,49,999 one-time investment in the fund has grown to Rs 5,90,016.19 in the 3-year period.
Edelweiss Mid Cap Fund - Direct Plan
The fund has given 32.75 per cent annualised SIP returns in the 3-year period.
It has AUM of Rs 10,028 crore, while its NAV as on June 13, 2025, was Rs 116.8410.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 22.60 per cent annualised returns since its beginning in January 2013.
Edelweiss Mid Cap Fund - Direct Plan
With an expense ratio of 0.40 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 100 as minimum lump sum investment.
A Rs 2,49,999 one-time investment in the fund has converted into Rs 5,84,846.45 in the 3-year time frame.
HDFC Mid-Cap Opportunities Fund - Direct Plan
The fund has given 32.68 per cent annualised SIP returns in the 3-year time frame.
It has an asset base of Rs 79,718 crore, while its NAV as on June 13, 2025, was Rs 209.0420.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 21.34 per cent annualised returns since its starting in January 2013.
HDFC Mid-Cap Opportunities Fund - Direct Plan
At an expense ratio of 0.77 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 2,49,999 one-time investment in the fund has grown to Rs 5,83,921.76 in 3 years.
Nippon India Growth Fund - Direct Plan
The fund has given 31.21 per cent annualised SIP returns in 3 years.
It has AUM of Rs 36,836 crore, while its NAV as on June 13, 2025, was Rs 4,478.1104.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 19.12 per cent annualised returns since its launch in January 2013.
Nippon India Growth Fund - Direct Plan
With an expense ratio of 0.72 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 2,49,999 one-time investment in the fund has grown to Rs 5,64,727.68 in the 3-year period.
Kotak Nifty Midcap 50 ETF
The fund has given 31.11 per cent annualised SIP returns in the 3-year period.
It has AUM of Rs 68 crore, while its NAV as on June 13, 2025, was Rs 166.5553.
Benchmarked against NIFTY Midcap 50 TRI, the fund given 22.67 per cent annualised returns since its inception in January 2022.
Kotak Nifty Midcap 50 ETF
At an expense ratio of 0.05 per cent, the fund has Rs 5,000 as the minimum investment.
A Rs 2,49,999 one-time investment in the fund has grown to Rs 5,63,437.47 in 3-year period.
Axis Nifty Midcap 50 Index Fund - Direct Plan
The fund has given 30.62 per cent annualised SIP returns in 3 years.
It has AUM of Rs 446 crore, while its NAV as on June 13, 2025, was Rs 19.8817.
Benchmarked against NIFTY Midcap 50 TRI, the fund given 23.84 per cent annualised returns since its debut in March 2022.
Axis Nifty Midcap 50 Index Fund - Direct Plan
With an expense ratio of 0.26 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 2,49,999 one-time investment in the fund has grown to Rs 5,57,143.81 in the 3-year period.