7 Best Midcap SIPs since Last 3 Years
February 28, 2024
mayank
7 Best Midcap SIPs since Last 3 Years
| Rank | Scheme | Last 3 Years Returns | |
| 1 | Quant Mid Cap Fund | 40.22% p.a. | |
| Launch Date | 1-Jan-2013 | ||
| AUM Rs. Cr. | Rs 4,858 Cr. | ||
| Expense Ratio | 0.76% | ||
| SIP Amount | Rs 1000 | ||
| Min. No of Cheques | 6 Cheques | ||
| 1 Year Returns: 65.63% | 5 Year Returns: 33.89% | 10 Year Returns: 21.24% | |||
| 2 | Motilal Oswal Midcap Fund | 34.94% p.a. | |
| Launch Date | 24-Feb-2014 | ||
| AUM Rs. Cr. | Rs 7,972 Cr. | ||
| Expense Ratio | 0.64% | ||
| SIP Amount | Rs 500 | ||
| Min. No of Cheques | 12 Cheques | ||
| 1 Year Returns: 54.53% | 5 Year Returns: 28.47% | 10 Year Returns: 24.06% | |||
| 3 | HDFC Mid-Cap Opportunities Fund | 30.66% p.a. | |
| Launch Date | 1-Jan-2013 | ||
| AUM Rs. Cr. | Rs 59,027 Cr. | ||
| Expense Ratio | 0.78% | ||
| SIP Amount | Rs 100 | ||
| Min. No of Cheques | 6 Cheques | ||
| 1 Year Returns: 60.32% | 5 Year Returns: 26.51% | 10 Year Returns: 23.43% | |||
| 4 | Mahindra Manulife Mid Cap Fund | 30.14% p.a. | |
| Launch Date | 30-Jan-2018 | ||
| AUM Rs. Cr. | Rs 2,074 Cr. | ||
| Expense Ratio | 0.50% | ||
| SIP Amount | Rs 500 | ||
| Min. No of Cheques | 6 Cheques | ||
| 1 Year Returns: 64.04% | 5 Year Returns: 27.36% | 10 Year Returns: –% | |||
| 5 | Motilal Oswal Nifty Midcap 100 ETF | 28.93% p.a. | |
| Launch Date | 31-Jan-2011 | ||
| AUM Rs. Cr. | Rs 346 Cr. | ||
| Expense Ratio | 0.23% | ||
| SIP Amount | Rs — | ||
| Min. No of Cheques | Cheques — | ||
| 1 Year Returns: 64.94% | 5 Year Returns: 24.81% | 10 Year Returns: 20.62% | |||
| 6 | Nippon India Growth Fund | 29.15% p.a. | |
| Launch Date | 1-Jan-2013 | ||
| AUM Rs. Cr. | Rs 24,366 Cr. | ||
| Expense Ratio | 0.86% | ||
| SIP Amount | Rs 100 | ||
| Min. No of Cheques | 60 Cheques | ||
| 1 Year Returns: 57.80% | 5 Year Returns: 26.99% | 10 Year Returns: 22.17% | |||
| 7 | Nippon India ETF Nifty Midcap 150 | 27.68% p.a. | |
| Launch Date | 31-Jan-2019 | ||
| AUM Rs. Cr. | Rs 1,187 Cr. | ||
| Expense Ratio | 0.21% | ||
| SIP Amount | Rs — | ||
| Min. No of Cheques | Cheques — | ||
| 1 Year Returns: 27.68% | 5 Year Returns: 25.46% | 10 Year Returns: –% |
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