Top-performing Midcap Mutual Funds by One-time Investment: Midcap mutual funds—popularly known as midcap funds—are a type of mutual fund scheme that invests in mid-sized businesses by market capitalisation. Five midcap mutual fund schemes have rewarded investors with annualised returns of around 26-31 per cent in 5 years, as of February 7, according to data from industry body AMFI. In other words, a Rs 1 lakh lump sum investment in each fund has grown to Rs 3.22 lakh-3.90 lakh during this period, calculations show. 

Top 5 Midcap Mutual Funds by Lump Sum Investment Returns in 5 Years

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These funds are: 

  • Quant Mid Cap Fund (31.3 per cent annualised return in direct mode) 
  • Motilal Oswal Midcap Fund (29 per cent) 
  • Edelweiss Mid Cap Fund (27.5 per cent) 
  • HDFC Mid-Cap Opportunities Fund (26.7 per cent) 
  • PGIM India Midcap Opportunities Fund (26.4 per cent)

Benchmark: Nifty Midcap 150 TRI

All five have outperformed their benchmark index, which is the Nifty Midcap 150 Total Return index (24.9 per cent), data shows. 

Top Midcap Funds by Lump Sum Investment Returns in 5 Years 

Quant Mid Cap Fund  

A Rs 1 lakh one-time investment in this fund has grown to approximately Rs 3.90 lakh in 5 years, translating to a 31.3 per cent annualised return, calculations show. 

Motilal Oswal Midcap Fund (29 per cent) 

A Rs 1 lakh lump sum investment in this scheme has helped investors build a corpus of approximately Rs 3.57 lakh in 5 years. 

Edelweiss Mid Cap Fund (27.5 per cent) 

A one-time investment of Rs 1 lakh in this midcap fund has grown to Rs 3.37 lakh in 5 years. 

HDFC Mid-Cap Opportunities Fund (26.7 per cent) 

A one-time investment of Rs 1 lakh in the HDFC Mid-Cap Opportunities Fund has grown to Rs 3.26 lakh in 5 years. 

PGIM India Midcap Opportunities Fund (26.4 per cent)

A lump sum investment of Rs 1 lakh in this midcap fund has helped investors accumulate a sum of Rs 3.22 lakh in 5 years. 

Now, let's look at their SIP returns. 

SIP Returns  

The five midcap schemes have delivered annualised returns to the tune of 24.6-35.3 per cent in 5 years. 

To put this into perspective, here are the estimated maturity values with Rs 1,000 monthly SIPs (Rs 60,000 total invstment in 5 years) in these funds:

  • Quant Mid Cap Fund: Rs 1.21 lakh
  • Motilal Oswal Midcap Fund: Rs 1.42 lakh
  • Edelweiss Mid Cap Fund: Rs 1.25 lakh
  • HDFC Mid-Cap Opportunities Fund: Rs 1.23 lakh
  • PGIM India Midcap Opportunities Fund: Rs 1.18 lakh