Top 5 Mid Cap Mutual Funds in 1 Year: Mid cap mutual funds are popular equity funds known for their long-term growth. They have at least 65 per cent of their investments in mid cap stocks. Many of such stocks belong to the companies which are in a high-growth stage, and some of them belong to the companies on the verge of becoming large caps. The funds with high potential are suitable for investors with a long-term investment horizon. Mid cap mutual funds in the last 1 year have gone through many ups and downs because of sharp share market fluctuations.
Still, many of them have given consistent returns.
Here we take you through the top 5 mid cap funds with highest returns in 1 year.
We will compare their returns with the top 5 small cap funds and will see which fund has given the highest capital gains on a one-time investment of Rs 3,00,000.
Invesco India Mid Cap Fund Direct-Growth
The fund has given 19.20 per cent annualised return in the 1-year time frame.
It has assets under management (AUM) of Rs 5,779 crore, while its net asset value (NAV) is Rs 185.2.
Benchmarked against BSE 150 MidCap TRI, the fund has given 21.01 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund in 1 year has jumped to Rs 3,57,597.
Edelweiss Mid Cap Direct Plan-Growth
The fund has given 17.44 per cent annualised return in the 1-year period.
It has AUM of Rs 8,634 crore, while its NAV is Rs 106.02.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 21.93 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund has grown to Rs 3,52,308 in the 1-year time frame.
Franklin India Prima Fund Direct-Growth
The fund has given 15.00 per cent annualised SIP return in 1 year.
It has a fund size of Rs 11,443 crore, while its unit price is Rs 2,846.45.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 19.04 per cent annualised return since its debut in January 2013.
With an expense ratio of 1.06 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund has converted into Rs 3,45,015 in the 1-year period.
Motilal Oswal Midcap Fund Direct-Growth
The fund has given 13.58 per cent annualised return in the 1-year time frame.
It has an asset base of Rs 26,028 crore, while its unit price is Rs 103.86.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 23.32 per cent annualised return since its beginning in February 2014.
At an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund has swelled to Rs 3,40,743 in 1 year.
Nippon India Growth Fund Direct- Growth
The fund has given 13.06 per cent annualised SIP return in the 1-year period.
It has a fund size of Rs 33,175 crore, while its NAV is Rs 4,111.61.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 18.54 per cent annualised return since its starting in January 2013.
With an expense ratio of 0.74 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund has jumped to Rs 3,39,183 in the 1-year time frame.
Now see, how they are compared to top 5 small cap mutual funds in 1 year
Motilal Oswal Small Cap Fund Direct – Growth
The fund has given 17.30 per cent annualised SIP return in the 1-year time frame.
It has assets under management (AUM) of Rs 4,167 crore, while its net asset value (NAV) is Rs 12.91.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.71 per cent annualised return since its debut in December 2023.
With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund has sprung to Rs 3,51,915.
Bandhan Small Cap Fund Direct-Growth
The fund has given 16.61 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 9,516 crore, while its NAV is Rs 45.59.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 34.23 per cent annualised return since its launch in February 2020.
At an expense ratio of 0.5 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund in the 1-year time frame has grown to Rs 3,49,821.
Invesco India Smallcap Fund Direct – Growth
The fund has given 13.77 per cent annualised SIP return in 1 year.
It has an asset base of Rs 5,885 crore, while its unit price is Rs 41.48.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 24.42 per cent annualised return since its inception in October 2018.
With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund in 1-year period has zoomed to Rs 3,41,307.
Axis Small Cap Fund Direct-Growth
The fund has given 11.35 per cent annualised SIP return in the 1-year time frame.
It has a fund size of Rs 22,736 crore, while its NAV is Rs 112.33.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.66 per cent annualised return since its beginning in November 2013.
At an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund in 1 year has swelled to Rs 3,34,050.
UTI Small Cap Fund Direct – Growth
The fund has given 10.87 per cent annualised SIP return in the 1-year period.
It has AUM of Rs 4,147 crore, while its unit price is Rs 24.97.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.55 per cent annualised return since its starting in February 2015.
With an expense ratio of 0.69 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 3,00,000 one-time investment in the fund in the 1-year time frame has turned into Rs 3,32,610.