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Mutual Fund Trailing Returns - Equity: Mid Cap

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Data as on - 09-06-2026
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. (%)
HSBC Midcap Fund Reg Growth 09-08-2004 13,386.58 3.59 13.81 1/30 26.04 1/29 18.62 6/25 17.36 5/20 18.93
Helios Mid Cap Fund Reg Plan Gr Plan 13-03-2025 1,381.73 2.1 8.66 2/30 - - - - - - 21.63
ICICI Pru MidCap Gr 10-10-2004 7,556.68 1.77 8.56 3/30 23.89 3/29 17.99 9/25 17.04 7/20 17.52
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 5,293.04 2.02 7.61 4/30 23.42 4/29 - - - - 20.87
BARODA BNP PARIBAS Mid Cap Fund Gr 02-05-2006 2,389.18 2.03 6.06 5/30 19.39 13/29 15.96 13/25 15.36 13/20 12.5
Mahindra Manulife Mid Cap Fund Reg Gr 05-01-2018 4,687.67 2.27 5.93 6/30 21.98 8/29 18.14 8/25 - - 17.26
Mirae Asset MidCap Reg | Invest Online 01-07-2019 18,387.66 2.27 4.38 7/30 18.69 14/29 15.64 15/25 - - 21.36
Kotak Midcap Fund Reg Gr | Invest Online 30-03-2007 63,539.49 1.43 4.21 8/30 19.7 12/29 17.17 10/25 17.32 6/20 14.69
JM Midcap Fund Reg Gr 21-11-2022 1,170.37 2.31 3.83 9/30 22.12 7/29 - - - - 21.4
Union MidCap Reg Gr | Invest Online 23-03-2020 1,705.41 2.73 3.55 10/30 17.85 19/29 16.2 12/25 - - 28.59
NIPPON INDIA GROWTH MID CAP FUND Gr Gr 05-10-1995 45,820.33 1.54 3.32 11/30 22.6 5/29 20.06 2/25 18.37 1/20 21.88
Bandhan Midcap Fund Reg Gr | Invest Online 05-08-2022 2,108.55 2.18 3.3 12/30 18.64 15/29 - - - - 16.5
Invesco India MidCap Gr 19-04-2007 11,767.3 2.17 3.12 13/30 23.9 2/29 19.75 3/25 18.16 3/20 16.41
Tata Mid Cap Fund Reg Plan Gr 01-07-1994 5,604.36 1.87 3.03 14/30 17.86 18/29 15.78 14/25 16.02 11/20 14.29
ITI Mid Cap Fund Reg Gr 05-03-2021 1,358.05 1.84 2.92 15/30 21.65 10/29 15.11 17/25 - - 16.16
HDFC Mid Cap Fund Gr | Invest Online 25-06-2007 94,744.72 1.37 2.85 16/30 20.58 11/29 19.43 4/25 17.7 4/20 17.08
Sundaram MidCap Gr 01-07-2002 13,378.01 2.25 2.75 17/30 21.9 9/29 18.16 7/25 14.92 14/20 23.12
Edelweiss MidCap Reg Gr 26-12-2007 15,910.69 1.8 2.31 18/30 22.45 6/29 18.82 5/25 18.27 2/20 13.52
Axis MidCap Reg Gr | Invest Online 06-02-2011 32,508.03 1.57 1.46 19/30 16.98 23/29 14.29 19/25 16.6 9/20 17.31
Canara Robeco Mid Cap Fund Reg Gr | Invest Online 01-12-2022 4,451.59 1.9 0.76 20/30 17.74 20/29 - - - - 16.89
ABSL MidCap Gr 05-10-2002 6,290.41 2.04 0.7 21/30 17.89 17/29 15.38 16/25 13.64 19/20 20.31
DSP MidCap Reg Gr 05-11-2006 19,458.97 1.65 0.63 22/30 17.48 22/29 11.93 24/25 14.33 16/20 14.74
Motilal Oswal Contra Fund Reg Gr 08-05-2026 0 0.0 - - - - - - - - -0.06
TRUSTMF MID CAP FUND Reg GROWTH 27-02-2026 191.13 6.02 - - - - - - - - 11.2
Samco Mid Cap Fund Reg Plan 21-01-2026 73.3 2.47 - - - - - - - - 0.2
Bank of India Mid Cap Fund Reg Plan Gr 31-07-2025 719.78 2.72 - - - - - - - - -0.5
LIC MF Mid Cap Fund Reg Gr | Invest Online 02-02-2017 346.56 2.44 -2.03 23/30 18.09 16/29 13.77 21/25 - - 12.14
SBI MIDCAP FUND Reg PLAN Gr | Invest Online 29-03-2005 23,247.37 1.62 -2.54 24/30 12.29 27/29 14.67 18/25 13.56 20/20 15.97
UTI MidCap Gr 05-08-2005 11,679.71 2.09 -2.57 25/30 13.95 26/29 13.03 22/25 13.8 18/20 15.11
Quant MidCap Gr 26-02-2001 7,964.27 2.87 -3.08 26/30 16.2 25/29 16.26 11/25 16.72 8/20 12.91
PGIM India Midcap Fund Reg Gr | Invest Online 05-12-2013 10,737.51 1.99 -3.54 27/30 11.61 29/29 11.99 23/25 15.43 12/20 15.75
Franklin India Mid Cap Fund Gr 01-12-1993 12,102.39 1.8 -4.27 28/30 17.52 21/29 14.25 20/25 14.03 17/20 18.6
Taurus Mid Cap Reg Gr 05-09-1994 122.77 4.38 -6.44 29/30 11.62 28/29 11.39 25/25 14.51 15/20 8.01
Motilal Oswal Midcap Fund Reg Gr | Invest Online 02-02-2014 35,734.98 1.61 -10.76 30/30 16.89 24/29 20.72 1/25 16.05 10/20 19.61
Category Average - - - 1.95 - 19.0 - 16.18 - 15.96 - 15.64
NIFTY MIDCAP 150 TRI - - - 1.73 - 20.3 - 17.45 - 18.12 - 17.01

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.

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