Mutual Fund Trailing Returns - Equity: Mid Cap
Data as on - 01-08-2025
1 Year 3 Years 5 Years 10 Years
Scheme Name AUM (Crore) Expense Ratio (%) Returns
(%)
Rank Returns
(%)
Rank Returns
(%)
Rank Returns
(%)
Rank Since Launch Ret (%) Action
Invesco India Midcap Fund - Growth Option 740.59 1.78 11.36 1/29 27.57 2/25 29.01 7/24 17.2 2/20 17.01
WhiteOak Capital Mid Cap Fund Regular Plan Growth 345.42 1.87 4.24 2/29 - - - - - - 24.14
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 1,098.82 1.69 2.86 3/29 24.82 5/25 30.85 3/24 17.0 4/20 13.87
Kotak Midcap Fund - Regular Plan - Growth 5,710.2 1.4 1.92 4/29 22.16 11/25 29.06 6/24 17.26 1/20 15.22
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 3,204.81 1.56 1.73 5/29 28.96 1/25 34.83 1/24 16.89 5/20 22.44
PGIM India Midcap Fund - Regular Plan - Growth Option 1,164.02 1.69 1.51 6/29 13.97 25/25 26.14 14/24 14.57 13/20 17.27
Sundaram Mid Cap Fund Regular Plan - Growth 1,281.81 1.73 1.37 7/29 23.83 6/25 28.08 8/24 14.24 14/20 23.83
HDFC Mid Cap Fund - Growth Plan 8,406.14 1.38 0.85 8/29 26.48 3/25 30.93 2/24 17.19 3/20 17.69
Axis Midcap Fund - Regular Plan - Growth 3,191.38 1.56 0.57 9/29 18.49 21/25 23.31 22/24 15.02 9/20 18.16
Helios Mid Cap Fund - Regular Plan - Growth Plan 12.57 2.39 - - - - - - - - 17.3
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 3,906.56 1.56 -0.02 10/29 25.38 4/25 30.63 4/24 16.82 6/20 22.3
Franklin India Mid Cap Fund-Growth 1,278.48 1.76 -0.29 11/29 22.87 9/25 26.08 15/24 14.61 12/20 19.22
ICICI Prudential MidCap Fund - Growth 682.44 1.86 -0.37 12/29 21.71 12/25 28.03 9/24 14.61 11/20 17.65
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 315.38 1.91 -0.59 13/29 - - - - - - 22.0
HSBC Midcap Fund - Regular Growth 1,214.6 1.71 -0.72 14/29 23.23 7/25 25.13 19/24 15.24 8/20 18.96
Union Midcap Fund - Regular Plan - Growth Option 151.99 2.09 -1.02 15/29 19.09 16/25 26.91 12/24 - - 32.44
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 179.45 2.05 -1.2 16/29 - - - - - - 20.08
Aditya Birla Sun Life MidCap Fund-Growth 620.46 1.87 -2.13 17/29 18.95 17/25 25.97 17/24 12.94 20/20 20.97
Mirae Asset Midcap Fund - Regular Plan-Growth Option 1,718.48 1.66 -2.47 18/29 18.66 19/25 27.55 11/24 - - 23.59
DSP Midcap Fund - Regular Plan - Growth 1,955.92 1.67 -2.89 19/29 18.57 20/25 20.56 24/24 14.05 15/20 15.33
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option 221.31 2.0 -3.71 20/29 19.73 14/25 25.58 18/24 14.04 16/20 12.65
SBI MIDCAP FUND - REGULAR PLAN - GROWTH 2,326.9 1.66 -4.45 21/29 16.64 24/25 26.9 13/24 13.85 17/20 16.6
LIC MF Mid Cap Fund-Regular Plan-Growth 34.5 2.48 -4.67 22/29 19.71 15/25 23.34 21/24 - - 13.2
JM Midcap Fund (Regular) - Growth 143.69 2.05 -5.49 23/29 - - - - - - 26.46
UTI Mid Cap Fund-Growth Option 1,222.43 1.75 -5.61 24/29 16.96 23/25 24.38 20/24 13.5 19/20 15.79
Tata Mid Cap Fund Regular Plan- Growth Option 498.52 1.85 -6.25 25/29 20.58 13/25 26.01 16/24 14.71 10/20 14.7
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 399.05 1.85 -6.65 26/29 23.12 8/25 28.02 10/24 - - 17.89
ITI Mid Cap Fund - Regular Plan - Growth Option 124.9 2.07 -8.24 27/29 22.78 10/25 - - - - 17.79
Taurus Mid Cap Fund - Regular Plan - Growth 13.34 2.56 -8.4 28/29 18.01 22/25 22.06 23/24 13.84 18/20 8.34
Quant Mid Cap Fund - Growth Option - Regular Plan 911.56 1.74 -16.0 29/29 18.82 18/25 29.08 5/24 16.12 7/20 13.26
Category Average - - -1.89 - 21.24 - 27.02 - 15.18 - 18.54
NIFTY MIDCAP 150 TRI - - -2.3 - 23.64 - 30.07 - 17.63 - 17.53

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