Mid-cap mutual funds have gained popularity for their potential to deliver higher returns by investing in companies poised for significant growth. Over the past 5 years, several mid-cap funds have delivered impressive returns of over 25% per annum, helping investors triple their wealth.
Here, we highlight the top 3 mid-cap mutual funds that have delivered top performance, turning a ₹1 lakh investment into over ₹3 lakh in just 5 year
Scheme Name | Launch Date | AUM ₹ in Cr | NAV in ₹ | Invested Amount in ₹ | Current Value in ₹ | Annualised return for 5 year |
Quant Midcap | 01-01-2013 | 8,782.38 | 224.75 | 1,00,000 | 3,75,265 | 30.24 |
Baroda BNP Paribas Mid Cap Fund | 01-01-2013 | 2,186.47 | 107.73 | 1,00,000 | 3,45,947 | 28.14 |
Motilal Oswal Midcap Fund | 24-02-2014 | 26,421.09 | 106.30 | 1,00,000 | 3,42,450 | 27.88 |
Data as of February 13, 2025.
Quant Midcap Fund has been the best performer among mid-cap funds, delivering a stellar 30.24% annualised return over 5 years. A ₹1 lakh investment in this fund five years ago would have grown to ₹3.75 lakh today.
Baroda BNP Paribas Mid Cap Fund has delivered a steady and consistent performance over the past 5 years, compounding at an annualised 28.14% return. A ₹1 lakh investment in this fund has grown to ₹3.45 lakh.
Motilal Oswal Midcap Fund has been another top performer, posting 27.88% annualised returns in the last 5 years. An investment of ₹1 lakh in this fund five years ago would now be worth ₹3.42 lakh.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Feb 16, 2025, 9:05 AM IST
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