Top 7 Mid Cap Mutual Funds With Highest SIP Returns in 10 Years: Rs 13,333 monthly SIP investment in No. 1 fund is now worth Rs 67,61,971
Top 7 Mid Cap Mutual Funds With Best SIP Returns in 10 Years: Mid cap mutual funds need to have at least 65 per cent of their investments in mid cap stocks which belong companies with 101st to 250th market capitalisation. It provides them some stability and significant growth potential.
Top 7 Mid Cap Mutual Funds With up to 27.17% SIP Returns in 10 Years: All equity mutual funds are in a very high-risk category. But investors seeking stability within equity funds prefer investing in large cap mutual funds, while those seeking high returns opt for small cap. But investors seeking stability and growth may prefer investing in mid cap mutual funds. As per Securities Exchange Board of India (Sebi), mid cap mutual funds need to have at least 65 per cent of their investments in mid cap stocks. Another Sebi criteria categorises mid cap companies as those at 101st to 250th places in market capitlisation. High exposure to such a group of stocks can provide mid cap mutual funds with some stability and significant growth potential, as some companies have the potential to join the large cap category, while many have graduated from small cap to mid cap. Know about the top 7 midi cap mutual funds with highest annualised SIP returns (XIRR) in 10 years. Also know how a monthly SIP investment of Rs 13,333 has grown in each fund over the years.
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Motilal Oswal Midcap Fund - Direct Plan
The fund has given 27.17 per cent annualised SIP return in 10 years.
It has assets under management (AUM) of Rs 22,898 crore, while its net asset value (NAV) is Rs 130.6636.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 26.82 per cent annualised return since its starting in February 2014.
Motilal Oswal Midcap Fund - Direct Plan
At an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in the 10-year period, or a total investment of Rs 15,99,960, has swelled to Rs 67,61,971.
Edelweiss Mid Cap Fund - Direct Plan
The fund has given 25.01 per cent annualised SIP return in the 10-year time frame.
It has AUM of Rs 8,280 crore, while its NAV is Rs 120.4590.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 23.94 per cent annualised return since its inception in January 2013.
Edelweiss Mid Cap Fund - Direct Plan
With an expense ratio of 0.40 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in the 10 years has grown to Rs 60,18,218.
Quant Mid Cap Fund - Direct Plan
The fund has given 24.64 per cent annualised SIP return in the 10-year period.
It has an asset base of Rs 8,941 crore, while its unit price is Rs 253.2194.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 19.35 per cent annualised return since its beginning in January 2013.
Quant Mid Cap Fund - Direct Plan
At an expense ratio of 0.58 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the 10-year time frame has jumped to Rs 58,97,929.
Invesco India Mid Cap Fund - Direct Plan
The fund has given 24.35 per cent annualised SIP return in 10 years.
It has a fund size of Rs 5,863 crore, while its NAV is Rs 211.4100.
Benchmarked against BSE 150 MidCap TRI, the fund has given 23.04 per cent annualised return since its debut in January 2013.
Invesco India Mid Cap Fund - Direct Plan
With an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 13,333 monthly SIP investment in the 10-year period has converted into Rs 58,07,335.
Nippon India Growth Fund - Direct Plan
The fund has given 24.01 per cent annualised SIP return in the 10-year time frame.
Its AUM is Rs 34,584 crore, while its NAV is Rs 4,606.5662.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.26 per cent annualised return since its launch in January 2013.
Nippon India Growth Fund - Direct Plan
At an expense ratio of 0.79 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in 10 years has sprung to Rs 56,99,999.
Kotak Emerging Equity Fund - Direct Plan
The fund has given 23.54 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 52,049 crore, while its NAV is Rs 158.4940.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 22.46 per cent annualised return since its starting in January 2013.
Kotak Emerging Equity Fund - Direct Plan
With an expense ratio of 0.38 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in the 10-year time frame has catapulted to Rs 55,58,229.
HDFC Mid-Cap Opportunities Fund - Direct Plan
The fund has given 23.25 per cent annualised SIP return in 10 years.
It has an asset base of Rs 76,061 crore, while its unit price is Rs 214.1260.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 22.55 per cent annualised return since its inception in January 2013.
HDFC Mid-Cap Opportunities Fund - Direct Plan
At an expense ratio of 0.74 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 13,333 monthly SIP investment in the 10-year period has grown to Rs 54,72,527.