1 day ago

Only Four Mid-Cap Funds Beat 17% Three-Year SIP Returns

Only 4 mid-cap funds cross17% in 3-year SIP returns; HSBC Midcap led at 20.70% while HDFC and Kotak lagged · livemint.com

Mid-cap funds invest in medium-sized companies.

Their results for people investing through monthly SIPs were very different over three years.

HSBC Midcap Fund had the best result, earning 20.70% annually in the data.

Only three other funds earned more than 17%.

Some of the biggest funds did not have the best returns.

HDFC Mid Cap Fund was the largest fund listed, but its return was 12.45%.

Quant Mid Cap Fund had the lowest return, at 4.48%.

These figures are based on Value Research data available on 6 September 2026.

Key facts

Top performer: HSBC Midcap Fund, with a 20.70% three-year SIP return
Other funds above 17%: Invesco India Mid Cap Fund at 18.82%, WhiteOak Capital Mid Cap Fund at 18.39%, and ICICI Prudential Mid Cap Fund at 17.16%
Lowest performer: Quant Mid Cap Fund, with a 4.48% three-year SIP return
Largest listed fund: HDFC Mid Cap Fund, with net assets of ₹1,05,143 crore
HDFC return: 12.45% over three years through SIPs
Second-largest listed fund: Kotak Mid Cap Fund, with net assets of ₹69,283 crore
Data source and date: Value Research; data as of 6 September 2026

livemint.com · 1 day ago