Kotak Credit Card Solitaire 728x90

Mutual Fund Trailing Returns - Equity: Mid Cap

Submit
Data as on - 04-11-2025
1 Year 3 Years 5 Years 10 Years
Scheme Name Launch Date AUM (Crore)  TER (%) Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Since Launch Rtn. (%)
Invesco India MidCap Gr 19-04-2007 8,518.36 1.74 14.68 1/29 27.24 1/27 27.99 5/24 18.41 1/20 17.03
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 3,731.43 1.86 10.66 2/29 25.05 3/27 - - - - 24.72
ICICI Pru MidCap Gr 10-10-2004 6,588.81 1.87 9.84 3/29 21.85 12/27 26.87 9/24 16.17 10/20 17.72
Mirae Asset MidCap Reg | Invest Online 01-07-2019 17,194.25 1.66 9.7 4/29 20.54 16/27 26.15 11/24 - - 23.95
HDFC Mid Cap Fund Gr | Invest Online 25-06-2007 84,854.73 1.37 9.49 5/29 25.54 2/27 29.55 2/24 18.33 2/20 17.79
Canara Robeco Mid Cap Fund Reg Gr | Invest Online 01-12-2022 3,538.38 1.89 7.58 6/29 - - - - - - 21.34
Union MidCap Reg Gr | Invest Online 23-03-2020 1,550.58 2.08 7.52 7/29 19.06 20/27 25.05 12/24 - - 31.93
Sundaram MidCap Gr 01-07-2002 12,585.11 1.74 7.28 8/29 24.18 8/27 26.89 8/24 15.52 12/20 23.86
Kotak Midcap Fund Reg Gr | Invest Online 30-03-2007 58,299.59 1.39 6.93 9/29 21.62 13/27 26.81 10/24 18.03 5/20 15.17
Edelweiss MidCap Reg Gr 26-12-2007 11,731.01 1.67 6.71 10/29 24.28 6/27 28.88 4/24 18.3 3/20 13.98
NIPPON INDIA GROWTH MID CAP FUND Gr Gr 05-10-1995 39,328.98 1.55 6.24 11/29 24.91 4/27 29.31 3/24 18.27 4/20 22.29
Axis MidCap Reg Gr | Invest Online 06-02-2011 31,165.74 1.57 5.77 12/29 18.77 21/27 21.39 22/24 16.35 8/20 18.07
PGIM India Midcap Fund Reg Gr | Invest Online 05-12-2013 11,326.4 1.69 5.75 13/29 13.27 27/27 23.32 19/24 15.45 15/20 17.02
Franklin India Mid Cap Fund Gr 01-12-1993 12,212.71 1.76 4.41 14/29 21.9 11/27 23.86 17/24 15.47 14/20 19.19
DSP MidCap Reg Gr 05-11-2006 19,162.03 1.66 4.28 15/29 18.74 22/27 19.01 24/24 15.15 16/20 15.32
Tata Mid Cap Fund Reg Plan Gr 01-07-1994 5,042.63 1.85 4.0 16/29 21.05 14/27 24.15 16/24 15.79 11/20 14.8
Bandhan Midcap Fund Reg Gr | Invest Online 05-08-2022 1,858.24 2.04 4.0 17/29 20.96 15/27 - - - - 19.71
BARODA BNP PARIBAS Mid Cap Fund Gr 02-05-2006 2,190.43 1.99 3.92 18/29 19.66 18/27 24.85 14/24 15.5 13/20 12.8
HSBC Midcap Fund Reg Growth 09-08-2004 11,937.34 1.71 3.91 19/29 24.28 7/27 23.65 18/24 16.34 9/20 18.97
Taurus Mid Cap Reg Gr 05-09-1994 128.58 2.56 3.32 20/29 17.47 23/27 20.96 23/24 15.07 17/20 8.41
ITI Mid Cap Fund Reg Gr 05-03-2021 1,227.33 2.08 2.97 21/29 22.66 10/27 - - - - 18.02
UTI MidCap Gr 05-08-2005 11,666.34 1.76 2.3 23/29 16.49 25/27 22.31 20/24 14.41 19/20 15.79
ABSL MidCap Gr 05-10-2002 6,007.6 1.88 2.3 22/29 19.42 19/27 24.25 15/24 13.84 20/20 20.9
LIC MF Mid Cap Fund Reg Gr | Invest Online 02-02-2017 334.8 2.5 2.29 24/29 19.79 17/27 21.75 21/24 - - 13.16
Mahindra Manulife Mid Cap Fund Reg Gr 05-01-2018 3,994.38 1.85 1.89 25/29 23.37 9/27 27.39 6/24 - - 18.0
Motilal Oswal Midcap Fund Reg Gr | Invest Online 02-02-2014 34,748.89 1.55 0.51 26/29 24.76 5/27 32.06 1/24 17.82 6/20 22.09
JM Midcap Fund Reg Gr 21-11-2022 1,430.93 2.07 0.16 27/29 - - - - - - 25.27
Bank of India Mid Cap Fund Reg Plan Gr 31-07-2025 667.76 2.4 - - - - - - - - 1.0
Helios Mid Cap Fund Reg Plan Gr Plan 13-03-2025 346.63 2.39 - - - - - - - - 28.53
SBI MIDCAP FUND Reg PLAN Gr | Invest Online 29-03-2005 22,208.64 1.67 -0.76 28/29 15.67 26/27 24.94 13/24 14.59 18/20 16.51
Quant MidCap Gr 26-02-2001 8,280.12 1.76 -5.15 29/29 16.7 24/27 27.13 7/24 17.1 7/20 13.21
Category Average - - - 4.91 - 21.08 - 25.36 - 16.3 - 18.28
NIFTY MIDCAP 150 TRI - - - 7.2 - 23.43 - 28.36 - 18.57 - 17.58

Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

comments powered by Disqus
Feedback
Notification