Top Midcap MFs by Lump Sum Returns: Rs 1,00,000 one-time investment in these schemes has built up to Rs 4.56 lakh corpus in 5 years
Top Smallcap Mutual Funds in 5 Years by SIP Returns: Can you guess the midcap equity mutual fund schemes in 5 years in terms of lump sum returns? Take a look at some of the top-performing midcap MFs during this period, as of December 19, according to AMFI data. All 7 funds are benchmarked to the Nifty Midcap 150 Total Return barometer. Read on to learn about these schemes and the annualised annual returns that they have delivered.
Can you guess the top-performing midcap equity mutual funds with outstanding lump sum returns over 5 years? Based on AMFI data, as of December 19, here are the best-performing smallcap mutual fund schemes in terms of one-time investment returns. These funds have delivered annualised lump sum investment returns to the tune of 30-35 per cent during this period, creating wealth of up to Rs 4.56 lakh through one-time investments of Rs 1 lakh. Here are 7 such funds benchmarked to the NIFTY Midcap 150 Total Return index , which has delivered an annualised return of around 29 per cent in the 5-year period.
The index's constituents holding the maximum weightage include Suzlon Energy (2.2 per cent), Max Healthcare (2.2 per cent), Indian Hotels Company (2.1 per cent), BSE (1.9 per cent), Persistent Systems (1.9 per cent), PB Fintech (1.8 per cent) and Dixon Tech (1.8 per cent).
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Motilal Oswal Midcap Fund Lump Sum Return
This fund has rewarded investors with an annualised return of 28.3 per cent over 5 years.
This means that a one-time investment of Rs 1,00,000 has grown to Rs 4.56 lakh in this scheme in 5 years.
Motilal Oswal Midcap Fund SIP Return
A monthly SIP of Rs 1,000 has built a corpus of Rs 1.74 lakh in 5 years.
This translates to an annualised SIP return of 44 per cent.
Quant Mid Cap Fund Lump Sum Return
This mutual fund scheme has delivered an annualised return of 34.5 per cent in 5 years.
In other words, a one-time investment of Rs 1 lakh has grown to Rs 4.4 lakh in 5 years.
Quant Mid Cap Fund SIP Return
A monthly SIP of Rs 1,000 (Rs 60,000 total investment) in 5 years has grown to 1.35 lakh in this fund (33.2 per cent annualised return).
Edelweiss Mid Cap Fund Lump Sum Return
This MF scheme has delivered an annualised return of 32.9 per cent in 5 years. This means that a one-time investment of Rs 1 lakh has grown to Rs 4.16 lakh during this period.
Edelweiss Mid Cap Fund SIP Return
The same scheme has delivered an annualised SIP return of 36.1 per cent.
PGIM India Midcap Opportunities Fund Lump Sum Return
This mutual fund scheme has given an annualised 31.8 per cent return on lump sum investment. This means that a Rs 1 lakh one-time investment has grown to Rs 3.98 lakh in 5 years.
PGIM India Midcap Opportunities Fund SIP Return
The fund has given an annualised SIP return of 27.7 per cent during this period.
Invesco India Mid Cap Fund Lump Sum Return
The MF scheme has delivered an annualised return of 30.8 per cent on lump sum investment in 5 years.
This means that an investment of Rs 1 lakh has grown to Rs 3.83 lakh during this period.
Invesco India Mid Cap Fund SIP Return
The same fund has given an SIP return of 34.5 per cent during this period.
Nippon India Growth Fund Lump Sum Return
The MF scheme has delivered an annualised return of 30.7 per cent on lump sum investment in 5 years.
To put this into perspective, a one-time Rs 1 lakh investment has grown to Rs 3.82 lakh during this period.
Nippon India Growth Fund SIP Return
The same scheme has given an annualised return of 34.3 per cent in 5 years.
This means that a monthly SIP of Rs 1,000 has grown to Rs 1.39 lakh during this period.
Mahindra Manulife Mid Cap Fund Lump Sum Return
The scheme has delivered an annualised 30.5 per cent return on lump sum investment in 5 years.
This translates to a corpus of Rs 3.79 lakh on one-time investment of Rs 1 lakh during this period.
Mahindra Manulife Mid Cap Fund SIP Return
The same scheme has given an annualised SIP return of 33.9 per cent during this period.