If you’re planning to put money into mid cap mutual funds and looking for the schemes that gave distinctive returns within the current previous — we have now compiled a listing for you. We record out six mid cap mutual funds which delivered greater than 25 p.c annualised return up to now three years.
For individuals who are unaware — mid cap funds are these which make investments most of their property (above 65%) within the mid cap shares, giving the next scope of return.
What are mid-cap mutual funds?
Mid cap mutual funds seek advice from these funds which make investments a minimal of 65% of their funding in mid cap shares, per the Sebi’s categorisation of mutual fund schemes. And mid cap shares are the securities of firms which fall between 101 to 249 when listed firms are ranked as per their market capitalisation.
We record out half a dozen mid cap mutual funds which have delivered distinctive returns (i.e., over 25%) up to now three years.
As we will see within the desk beneath, Edelweiss mid cap fund gave simply above 25 p.c annualised return up to now three years whereas the very best annualised return (28.46%) was given by Invesco India Mid Cap Fund.
(Supply: AMFI; 3-year common returns as on 23 Oct 2025)
Different excessive performing mid cap funds which gave over 25% return embody HDFC mid cap fund, Motilal Oswal Mid Cap Fund, Nippon India Growth Mid Cap Fund and White Oak Capital Mid Cap Fund, exhibits the desk above.
“Mid cap mutual funds are safer than small caps and riskier than massive caps. However one have to be aware of the truth that just a few of mid caps might develop into massive cap in future. It is suggested to allocate some portion of your portfolio to mid-cap funds however not an excessive amount of since they’re fairly unstable,” says Deepak Aggarwal, Delhi-based chartered accountant and wealth advisor.
In the meantime, it is important to say right here that the previous development is not any assure of a scheme’s future efficiency. In different phrases, simply because a scheme has delivered good performance in the past, it doesn’t essentially imply it’s going to proceed to ship distinctive efficiency sooner or later as effectively.
Notice: This story is for informational functions solely. Please communicate to a SEBI-registered funding advisor earlier than making any funding associated determination.
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