Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| Edelweiss Midcap Reg Gr | EdelweissMF | 26-12-2007 | 19,230.16 | 1.87 | -4.84 | 16.64 | 13.83 | 15.88 |
| Invesco India Midcap Gr | InvescoMF | 19-04-2007 | 15,748.83 | 1.88 | -5.11 | 18.90 | 14.95 | 16.15 |
| Kotak Midcap Fund Reg Gr | KotakMF | 30-03-2007 | 66,951.80 | 1.51 | -7.06 | 12.72 | 12.56 | 14.76 |
| Sundaram Midcap Gr | SundaramMF | 01-07-2002 | 13,854.06 | 1.86 | -6.53 | 14.44 | 13.30 | 12.06 |
| Axis Midcap Reg Gr | AxisMF | 06-02-2011 | 33,567.10 | 1.80 | -2.41 | 13.55 | 9.86 | 15.09 |
| DSP Midcap Reg Gr | DSPMF | 05-11-2006 | 19,487.69 | 1.74 | -6.65 | 10.49 | 8.34 | 11.71 |
| FranklIn India Mid Cap Fund Gr | FranklinMF | 01-12-1993 | 12,155.57 | 1.91 | -9.22 | 11.94 | 10.10 | 12.02 |
| HDFC Mid Cap Fund Gr | HDFCMF | 25-06-2007 | 101,856.06 | 1.31 | -3.75 | 14.54 | 15.73 | 15.16 |
| HSBC Midcap Fund Reg Gr | HSBCMF | 09-08-2004 | 16,799.59 | 2.21 | 5.14 | 18.93 | 14.76 | 14.57 |
| ICICI Pru Mid Cap Fund Reg Gr | ICICIMF | 10-10-2004 | 7,960.87 | 1.85 | -2.00 | 16.93 | 12.72 | 13.98 |
| ITI Mid Cap Fund Reg Gr | ITIMF | 05-03-2021 | 1,452.83 | 2.42 | -5.02 | 14.79 | 11.00 | - |
| Mahindra Manulife Mid Cap Fund Reg Gr | MahindraManulifeMF | 05-01-2018 | 5,058.42 | 2.02 | -5.00 | 13.05 | 12.65 | - |
| Motilal Oswal Midcap Fund Reg Gr | MotilalMF | 02-02-2014 | 40,207.50 | 1.64 | -9.59 | 15.23 | 16.71 | 14.59 |
| Nippon India Gr Mid Cap Fund Gr Gr | NipponIndiaMF | 05-10-1995 | 50,176.02 | 1.55 | -4.07 | 14.71 | 14.42 | 15.84 |
| Union Midcap Reg Gr | UnionMF | 23-03-2020 | 1,905.76 | 2.41 | -3.07 | 12.95 | 11.31 | - |
Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.
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