Top 5 Midcap Funds by One-time Investment Return: Rs 1 lakh invested has become at least Rs 5.56 lakh in 10 years; see list

Top 5 Midcap Mutual Funds by One-time Investment Return: Did you know that 5 midcap mutual fund schemes have delivered annualised returns of around 19-20 per cent in 10 years? These mutual funds are benchmarked to the Nifty Midcap 150 Total Return Index, which has grown an annualised 17.8 per cent during the 10-year period. Read on to know about these midcap funds in detail. 

ZeeBiz WebTeam | Jan 26, 2025, 10:38 PM IST

Top 5 Midcap Mutual Funds by One-time Investment Return: Midcap mutual funds have always enjoyed a special place in investors' portfolios. This is because these funds invest in mid-sized businesses in terms of market value, unlike their larger counterparts, which often comprise established businesses with stable operations, or smaller counterparts, which can be associated with higher risk due to their smaller size. In this article, let's discuss 5 midcap mutual funds that have delivered annualised returns of around 19-20 per cent over a span of 10 years, as of January 17, according to data from industry body AMFI. These 5 mutual funds are benchmarked to the Nifty Midcap 150 Total Return Index, which has grown an annualised 17.8 per cent during the 10-year period. 

A Rs 1 lakh one-time investment in each of these mutual fund schemes has grown to Rs 5.56 lakh-6.20 lakh in 10 years, calculations show. 

Additionally, these schemes have rewarded investors with annualised returns to the tune of 21.7-24.5 per cent through the SIP route in 10 years.

All images are representational. Image credit: PTI, Pexels

 

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Top 5 Midcap Funds by Lump Sum Investment Returns

Top 5 Midcap Funds by Lump Sum Investment Returns

These funds are: Motilal Oswal Midcap Fund (with an annualised 20.01 per cent return in direct mode), Edelweiss Mid Cap Fund (19.41 per cent), Kotak Emerging Equity Fund (18.91 per cent), Invesco India Mid Cap Fund (18.81 per cent) and Quant Mid Cap Fund (18.72 per cent).

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Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

This midcap fund has delivered an annualised 20.01 per cent return in 10 years, turning a one-time investment of Rs 1 lakh into an estimated Rs 6.20 lakh.

 

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Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund

This mutual fund scheme has rewarded investors with an annualised return of 19.41 per cent in 10 years. 

In other words, a lump sum invested in this scheme 10 years ago has grown to Rs 5.89 lakh, calculations show.

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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

This fund has given an annualised 18.91 per cent return in 10 years, turning a Rs 1 lakh investment into Rs 5.65 lakh. 

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Invesco India Mid Cap Fund

Invesco India Mid Cap Fund

This scheme has delivered an annualised return of 18.81 per cent in 10 years. 

A one-time investment of Rs 1 lakh has grown to Rs 5.60 lakh during this period. 

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Quant Mid Cap Fund

Quant Mid Cap Fund

This mutual fund scheme has given an annualised 18.72 per cent return in 10 years. 

A Rs 1 lakh investment in this scheme has grown to Rs 5.56 lakh during this period.

Now, let's look at SIP returns. 

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Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

In 10 years, this scheme has delivered an annualised 24.53 per cent return through the SIP route. 

A Rs 1,000 monthly SIP, amounting to a total investment of Rs 1.2 lakh, has amassed wealth to the tune of Rs 4.4 lakh in 10 years.

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Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund

This fund has delivered an annualised SIP return of 23.2 per cent in 10 years, building a corpus of Rs 4.10 lakh through a Rs 1,000 monthly SIP.

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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

This MF scheme has registered an annualised 21.66 per cent return in 10 years. 

A Rs 1,000 monthly SIP in this fund for 10 years has led to a corpus of Rs 3.77 lakh.

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Invesco India Mid Cap Fund

Invesco India Mid Cap Fund

This fund has created a corpus of Rs 3.93 lakh through a Rs 1,000 monthly SIP, translating to an annualised return of 22.41 per cent. 

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Quant Mid Cap Fund

Quant Mid Cap Fund

This fund has given an annualised 23.55 per cent return through the SIP route. 

A Rs 1,000 monthly SIP has amassed wealth of about Rs 4.18 lakh during this period. 

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