Top 5 Mid-Cap Mutual Funds That Delivered Over 25% Returns In 5 Years – News18
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Let’s have a look at five mutual funds in the mid-cap category that have delivered 25 per cent return to investors in the past five years
Mutual Fund 5 Years Return.
Mutual Funds Returns In 5 Years: Mid-cap mutual funds have gained popularity for their potential to deliver higher returns by investing in companies that are poised for significant growth. Over the past five years, several mid-cap funds have stood out by consistently delivering returns of over 25 per cent, making them attractive options for investors seeking to capitalize on growth opportunities.
Here we highlight the top 5 mid-cap mutual funds that have demonstrated impressive performance, offering insights into their returns, strategies, and potential for future growth. However, it’s important to consider your risk tolerance and financial goals before making investment decisions.
What Are Mutual Funds?
Mutual Funds are financial instruments that allow investors to invest in the equity or debt markets without prior knowledge or experience. These funds pool capital from several investors and then invest in equity or debt markets depending upon the focus area. They then return the profit to their investors after taking out their cuts. Investors may face negative returns on their investments due to the volatility in the markets.
What Are Mid-Cap Mutual Funds?
Mutual funds are of various types. Mid-cap mutual funds invest a large portion of their capital in mid-cap stocks, those companies whose market capitalization is roughly between Rs 5000-20000 crore.
Top 5 Mid-Cap Mutual Funds With Returns:
Let’s have a look at five mutual funds in the mid-cap category that have delivered over 25 per cent return to investors in the past five years.
| Name of Mutual Fund | 5-year return (Direct) | Latest NAV (Direct) | AUM size |
| Quant Mid Cap Fund | 31.26% | Rs 232.79 | Rs 8,503 cr |
| Motilal Oswal Midcap Fund | 28.97% | Rs 111.10 | Rs 25,280 cr |
| Edelweiss Mid Cap Fund | 27.52% | Rs 92.39 | Rs 11,720 cr |
| HDFC Mid-Cap Opportunities Fund | 26.66% | Rs 196.63 | Rs 74,193 cr |
| Mahindra Manulife Mid Cap Fund | 25.94% | Rs 34.76 | Rs 3,352 cr |
Data Source: AMFI India
Quant Mid Cap Fund has delivered the highest return of 31.26 per cent to investors in the past five year, followed by Motilal Oswal Mid Cap Fund with 28.97 per cent and Edelweiss Mid cap Fund with 27.52 per cent.
Please note that the above analysis is not a recommendation. It was conducted to identify mid-cap funds that have not posted negative returns in the last five calendar years and to evaluate their performance in the current calendar year, 2025.
Investment or redemption decisions should not be made solely based on this analysis. Always consider your individual risk appetite, investment horizon, and financial goals before making any investment decisions.
Disclaimer: The views and investment tips by experts in this News18.com report are their own and not those of the website or its management. Users are advised to check with certified experts before taking any investment decisions.
