Best SIP Permorers in Midcap Funds :Midcap funds remain the choice of investors even in the financial year 2025. According to data from the Association of Mutual Funds in India (Amfi), between April 2024 and September 2024, i.e. in the first 6 months of the current financial year, investors invested Rs 14,756 crore in midcap mutual funds. Investors are getting high returns in midcap mutual funds, due to which there is attraction for them. These schemes are considered better for long term investment. Experts believe that investors will continue to invest in mid-cap mutual funds due to their ability to deliver high returns.
Anyway, midcap funds are known to give high returns, because good macro environment leads to good growth in midcap stocks. Due to which the returns of equity midcap funds investing in midcap stocks increase. If you look at the return charts of midcap funds, there are many such funds which have doubled investors’ money in just 3 years and 4 times in 5 years. Here we have given information about 5 such equity microcap mutual fund schemes.
Motilal Oswal Midcap Fund
lump sum return
Return in 3 years: 33.44% per annum
Absolute return in 3 years: 137.79%
Value of investment of Rs 1 lakh in 3 years: Rs 2,37,800 (Rs 2.38 lakh)
Return in 5 years: 33.10% per annum
Absolute return in 3 years: 318.31%
Value of investment of Rs 1 lakh in 3 years: Rs 4,18,314 (Rs 4.18 lakh)
SIP returns
SIP return in 3 years: 46.76% per annum
Absolute return of SIP in 3 years: 90.85%
Value of monthly SIP of Rs 10,000 in 3 years: Rs 6,87,052 (Rs 6.87 lakh)
SIP return in 5 years: 41.45% per annum
Absolute return of SIP in 5 years: 172.95%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 16,37,684 (Rs 16.38 lakh)
Quant Mid Cap Fund
lump sum return
Return in 3 years: 27.10% per annum
Absolute return in 3 years: 105.47%
Value of investment of Rs 1 lakh in 3 years: Rs 2,05,474 (Rs 2.05 lakh)
Return in 5 years: 37.07% per annum
Absolute return in 3 years: 384.64%
Value of investment of Rs 1 lakh in 3 years: Rs 4,84,638 (Rs 4.85 lakh)
SIP returns
SIP return in 3 years: 34.94% per annum
Absolute return of SIP in 3 years: 64.15%
Value of monthly SIP of Rs 10,000 in 3 years: Rs 5,90,948 (Rs 5.91 lakh)
SIP return in 5 years: 37.99% per annum
Absolute return of SIP in 5 years: 152.11%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 15,12,685 (Rs 15.12 lakh)
HDFC Mid-Cap Opportunities Fund
lump sum return
Return in 3 years: 26.05% per annum
Absolute return in 3 years: 100.39%
Value of investment of Rs 1 lakh in 3 years: Rs 2,00,390 (Rs 2 lakh)
Return in 5 years: 30.70% per annum
Absolute return in 3 years: 282.02%
Value of investment of Rs 1 lakh in 3 years: Rs 3,82,018 (Rs 3.83 lakh)
SIP returns
SIP return in 3 years: 37.71% per annum
Absolute return of SIP in 3 years: 70.17%
Value of monthly SIP of Rs 10,000 in 3 years: Rs 6,12,616 (Rs 6.12 lakh)
SIP return in 5 years: 35.21% per annum
Absolute return of SIP in 5 years: 136.37%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 14,18,231 (Rs 15.12 lakh)
Edelweiss Mid Cap Fund
lump sum return
Return in 3 years: 25.43% per annum
Absolute return in 3 years: 98%
Value of investment of Rs 1 lakh in 3 years: Rs 1,97,436 (approximately Rs 2 lakh)
Return in 5 years: 32.99% per annum
Absolute return in 3 years: 316.59%
Value of investment of Rs 1 lakh in 3 years: Rs 4,16,592 (Rs 4.17 lakh)
SIP returns
SIP return in 3 years: 40.51% per annum
Absolute return of SIP in 3 years: 76.39%
Value of monthly SIP of Rs 10,000 in 3 years: Rs 6,35,017 (Rs 6.35 lakh)
SIP return in 5 years: 37.08% per annum
Absolute return of SIP in 5 years: 146.88%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 14,81,298 (Rs 14.81 lakh)
Nippon India Growth Fund
lump sum return
Return in 3 years: 25.09% per annum
Absolute return in 3 years: 96%
Value of investment of Rs 1 lakh in 3 years: Rs 1,95,850 (about Rs 2 lakh)
Return in 5 years: 31.93% per annum
Absolute return in 3 years: 300.37%
Value of investment of Rs 1 lakh in 3 years: Rs 4,00,366 (Rs 4 lakh)
SIP returns
SIP return in 3 years: 39.3% per annum
Absolute return of SIP in 3 years: 73.69%
Value of monthly SIP of Rs 10,000 in 3 years: Rs 6,25,292 (Rs 6.25 lakh)
SIP return in 5 years: 36.25% per annum
Absolute return of SIP in 5 years: 142.18%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 14,53,057 (Rs 14.53 lakh)
(Source : value research, SIP calculator, Lump Sum Calculator)
(Note: It is not guaranteed whether the past returns in any equity fund will continue or not. This may or may not continue in the future. There are risks in the market, so seek expert advice before investing.)