Top 5 Midcap & Smallcap MFs? In 3 years, 1 scheme has built Rs 7.06 lakh corpus with Rs 10,000 monthly SIP

Top Midcap and Smallcap Funds in 2 Years: Motilal Oswal Midcap Fund and ITI Smallcap Funds are among some of the top-performing mutual fund schemes in the midcap and smallcap categories in the past three years, delivering returns to the tune of 28-45 per cent, according to AMFI data.

ZeeBiz WebTeam | Dec 15, 2024, 10:00 AM IST

Top Midcap and Smallcap Funds in 2 Years: Motilal Oswal Midcap Fund and ITI Smallcap Funds are among some of the top-performing schemes in the midcap and smallcap categories, delivering returns to the tune of 28-45 per cent, according to data from the Association of Mutual Funds in India (AMFI). Can you guess the systematic investment plan (SIP) and lump scheme investment returns in these schemes during this period? For instance, investments amounting to Rs 3,60,000, spread in 36 payments of Rs 10,000 each, have amassed wealth of Rs 7,05,762 in the three-year period, as per the data. Read on to learn more about these schemes. 

Images: PTI, Pexels

 

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Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

A monthly SIP of Rs 10,000 started three years ago has accumulated wealth to the tune of Rs 7.06 lakh, as of December 6, data shows. 

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Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

A lump sum investment of Rs 1,00,000 made on December 6, 2021, has grown into approximately Rs 2,63,570 now, according to the data. 

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ITI Small Cap Fund

ITI Small Cap Fund

Total SIP investments of Rs 3,60,000 in three years (through a monthly SIP of Rs 10,000) has accumulated wealth to the tune of Rs 6.51 lakh now, according to data.

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ITI Small Cap Fund

ITI Small Cap Fund

A lump sum investment of Rs 1,00,000 in this scheme three years ago has grown into about Rs 2,14,690 now, according to the data. 

 

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Bandhan Small Cap Fund

Bandhan Small Cap Fund

A total of 36 monthly SIPs of Rs 10,000 each have helped in creating a corpus of Rs 6.93 lakh in three years, according to data.

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Bandhan Small Cap Fund

Bandhan Small Cap Fund

A one-time investment of Rs 1 lakh has grown into Rs Rs 2.35 lakh during this period, according to the data.

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Nippon India Small Cap Fund

Nippon India Small Cap Fund

Thirty six monthly SIPs of Rs 10,000 each have built a corpus of about Rs 6.11 lakh in three years, according to data.

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Nippon India Small Cap Fund

Nippon India Small Cap Fund

Meanwhile, a one-time investment of Rs 1,00,000 has grown to Rs 2.26 lakh during this period, according to the data.

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HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund

A Rs 10,000 monthly SIP has built a corpus of Rs 6.02 lakh in three years, according to data.

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HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund

A lump sum investment of Rs 1,00,000 has grown to Rs 2.2 lakh during this period, the data shows.

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