MUTUAL FUND TRAILING RETURNS

Data as on - 13-03-2025
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 2,370.37 1.61 18.05 27.42 28.97 16.12 21.81
Invesco India Midcap Fund - Growth Option 19-04-2007 524.65 1.84 17.23 20.25 24.34 14.99 15.98
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 772.93 1.74 14.53 20.69 28.01 15.69 13.13
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 27.67 2.48 13.29 16.65 21.85 - 12.05
Franklin India Prima Fund-Growth 01-12-1993 1,059.41 1.8 13.08 19.56 22.72 13.4 18.95
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 250.26 1.96 12.32 - - - 19.94
JM Midcap Fund (Regular) - Growth 21-11-2022 123 2.11 12.19 - - - 23.28
Kotak Emerging Equity Scheme - Growth 30-03-2007 4,394.15 1.47 12.14 17.33 24.91 15.63 14.32
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 3,027.63 1.61 11.07 21.39 26.7 15.66 21.94
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 2,607.9 1.6 11.02 13.93 20.67 14.12 17.41
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 306.72 1.9 9.4 20.13 25.8 - 17.05
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 1,939.17 1.68 9.29 16.68 26.4 13.8 16.44
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 1,045.07 1.79 9.2 19.75 22.93 13.27 23.37
Aditya Birla Sun Life MidCap Fund-Growth 05-10-2002 505.56 1.94 9.2 14.3 22.34 12.07 20.56
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 135.31 2.12 8.65 - - - 15.33
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 1,588 1.71 8.65 13.34 18.28 12.83 14.62
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 6,757.86 1.42 8.15 22.84 27.74 15.8 17.04
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 185.76 1.99 8.09 15.98 24.17 13.92 12.17
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 119.58 2.17 7.5 15.37 - - 30.97
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 960.03 1.72 7.16 10.67 26.2 13.3 16.26
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 240.32 1.98 6.54 - - - 15.94
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 98.75 2.06 6.48 19.95 - - 15.69
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 395.49 1.9 6.32 16.47 22.94 13.42 14.16
ICICI Prudential MidCap Fund - Growth 10-10-2004 539.38 1.93 6.31 17.12 25.0 13.03 16.93
UTI Mid Cap Fund-Growth Option 05-08-2005 989.94 1.78 4.83 13.22 22.47 12.35 15.2
HSBC Midcap Fund - Regular Growth 09-08-2004 954.09 1.75 4.65 17.05 21.16 13.61 18.17
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 1,383.07 1.7 1.72 14.25 24.46 - 21.33
Taurus Mid Cap Fund - Regular Plan - Growth 05-09-1994 10.6 2.52 -3.09 13.6 19.94 12.62 7.88
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 780.88 1.79 -4.22 18.72 31.53 15.77 13.08
Category Average - - - 8.61 17.47 24.33 14.07 17.28
NIFTY MIDCAP 150 TRI - - - 6.19 19.78 27.58 16.12 16.92

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.