Top Smallcap & Midcap MFs by One-time Investment Return: 8 schemes have turned Rs 75,000 into Rs 2.30 lakh-3.92 lakh in 5 years; see list, compare returns
Top Midcap and Smallcap Funds by Lump Sum Investment Returns: Can you guess the top-performing mutual funds in the midcap and smallcap segments in the past 5 years? Here is a list of eight schemes that have rewarded investors with annualised returns of 25.17-39.17 per cent, turning one-time investments of Rs 75,000 into Rs 2.30 lakh-3.92 lakh, data shows. Read on to learn about these midcap and smallcap MF schemes in detail.
Top-performing Midcap & Smallcap Mutual Funds: Midcap and smallcap mutual funds invest in middle- and small-sized listed businesses respectively. Within the listed space, the range from the 101st to 250th stock by market capitalisation (market value) marks the midcap segment, whereas the range from the 251st stock onwards is known as the smallcap segment. Eight top-performing midcap and smallcap mutual funds have rewarded investors with annualised returns to the tune of 25-39 per cent in the last 5 years, according to data from mutual fund industry body AMFI. To put this into perspective, these annualised returns mean that every lump sum investment of Rs 75,000 has grown to Rs 2.30 lakh-3.92 lakh in these schemes during this period, calculations show.
Read on to learn about these MF schemes in detail.
All images are representational. Image credit: Pexels, PTI
Top 8 Midcap & Smallcap Mutual Funds by One-time Investment Returns in 5 Years
These funds are: Quant Mid Cap Fund (30.09 per cent annualised return in direct mode), Motilal Oswal Midcap Fund (27.72 per cent), Edelweiss Mid Cap Fund (25.97 per cent), HDFC Mid-Cap Opportunities Fund (25.17 per cent), Quant Small Cap Fund (39.17 per cent), Nippon India Small Cap Fund (29.63 per cent), Bank of India Small Cap Fund (29.25 per cent), and Tata Small Cap Fund (27.72 per cent).
All 8 MF Schemes Have Outperformed Their Benchmarks
The four midcap and smallcap funds each are benchmarked to the Nifty Midcap 150 TRI (annualised return 23.30 per cent) and Nifty Smallcap 250 TRI (24.57 per cent) gauges, respectively.
Quant Mid Cap Fund
A one-time investment of Rs 75,000 in this scheme has grown to Rs 2.79 lakh in 5 years, translating to an annualised return of 30.09 per cent.
Motilal Oswal Midcap Fund
A lump sump investment of Rs 75,000 in this MF scheme has led to a corpus of Rs 2.55 lakh in 5 years, translating to an annualised 27.72 per cent return.
Edelweiss Mid Cap Fund
A one-time investment of Rs 75,000 in this scheme has grown to Rs 2.38 lakh in 5 years, translating to an annualised return of 25.97 per cent.
HDFC Mid-Cap Opportunities Fund
A lump sump investment of Rs 75,000 in this MF scheme has led to a corpus of Rs 2.30 lakh in 5 years, translating to an annualised 25.17 per cent return.
Quant Small Cap Fund
A one-time investment of Rs 75,000 in this scheme has grown to Rs 3.92 lakh in 5 years, translating to an annualised return of 39.17 per cent.
Nippon India Small Cap Fund
A lump sump investment of Rs 75,000 in this MF scheme has led to a corpus of Rs 2.75 lakh in 5 years, translating to an annualised 29.63 per cent return.
Bank of India Small Cap Fund
A one-time investment of Rs 75,000 in this scheme has grown to Rs 2,71 lakh in 5 years, translating to an annualised return of 29.25 per cent.
Tata Small Cap Fund
A lump sump investment of Rs 75,000 in this MF scheme has led to a corpus of Rs 2.55 lakh in 5 years, translating to an annualised 27.72 per cent return.