1 month ago
Mid-cap funds outperform other equity categories
Mid-cap mutual funds have been the best-performing equity fund category over the past one, three, and five years.
They have generated average returns of 4.04% over one year, 17.98% annualised over three years, and 15.77% annualised over five years.
This makes them a popular choice for investors looking for higher growth without focusing on specific themes.
Among the top-performing mid-cap funds, HSBC Midcap Fund led with a 15.76% return over one year, while Invesco India Mid Cap Fund topped the list for three-year and five-year SIP returns with 19.61% and 22.59%, respectively.
Other equity categories like small-cap, multi-cap, and value funds had lower average returns over the same periods.
Mid-cap funds outperformed all other diversified equity categories over one, three, and five years.
HSBC Midcap Fund was the top-performing mid-cap fund over the past year with a 15.76% return.
Invesco India Mid Cap Fund led three-year and five-year SIP returns with 19.61% and 22.59%, respectively.
Small-cap funds came closest to mid-caps in performance, with average returns of 2.92% over one year, 16.62% over three years, and 15.30% over five years.
Flexi-cap and large-cap funds posted negative returns over the one-year period but generated double-digit annualised returns over longer horizons.
- Who
- Investors in mid-cap mutual funds
- What
- Mid-cap funds outperforming other equity categories
- Where
- In the equity mutual fund market
- When
- Over the past one, three, and five years
- Why
- Mid-cap funds offer higher growth potential compared to other diversified equity categories
Mid-cap funds
Other equity funds
Performance
Mid-cap funds
Mid-cap funds generated average returns of 4.04% over one year, 17.98% annualised over three years, and 15.77% annualised over five years.
Other equity funds
Other equity funds like small-cap, multi-cap, and value funds had lower average returns over the same periods.
Investment Horizon
Mid-cap funds
Mid-cap funds are suitable for investors seeking higher growth without venturing into narrowly focused themes.
Other equity funds
Other equity funds may offer different risk and return profiles, suitable for various investment strategies.
Key facts
- Mid-cap funds 1-year return
- 4.04%
- Mid-cap funds 3-year return
- 17.98%
- Mid-cap funds 5-year return
- 15.77%
- Top-performing mid-cap fund (1-year)
- HSBC Midcap Fund (15.76%)
- Top-performing mid-cap fund (3-year SIP)
- Invesco India Mid Cap Fund (19.61%)
- Top-performing mid-cap fund (5-year SIP)
- Invesco India Mid Cap Fund (22.59%)
Sources
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