Trailing Return of Funds

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Category: Equity: Mid Cap Retuns as on 06-11-2026 in %
Scheme Name Launch Date AUM (Crore) Exp Ratio(%) 1Yr 3Yrs 5Yrs 10Yrs Till Date
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 40,207.5 1.64 0.05 17.13 18.06 16.17 20.12
Invesco India Midcap Gr 19-04-2007 15,748.83 1.88 6.8 22.02 17.07 17.86 16.44
HDFC Mid Cap Fund Gr 25-06-2007 101,856.06 1.31 1.61 15.66 17.06 16.37 16.83
HSBC Midcap Fund Reg Gr 09-08-2004 16,799.59 2.21 14.62 20.57 16.43 15.87 18.7
Nippon India Gr Mid Cap Fund Gr Gr 05-10-1995 50,176.02 1.55 3.77 16.33 15.65 17.18 21.6
Edelweiss Midcap Reg Gr 26-12-2007 19,230.16 1.87 2.85 18.19 15.3 17.13 13.28
Sundaram Midcap Gr 01-07-2002 13,854.06 1.86 0.76 16.3 14.83 13.4 22.74
ICICI Pru Mid Cap Fund Reg Gr 10-10-2004 7,960.87 1.85 7.06 19.2 14.52 15.56 17.15
Mahindra Manulife Mid Cap Fund Reg Gr 05-01-2018 5,058.42 2.02 3.6 14.81 14.2 - 16.12
Kotak Midcap Fund Reg Gr 30-03-2007 66,951.8 1.5081 1.4 14.78 13.91 15.95 14.34
Quant Midcap Gr Reg Plan 26-02-2001 7,668.91 2.21 2.2 9.37 13.05 16.9 12.7
Tata Mid Cap Fund Reg Plan Gr 01-07-1994 5,859.96 2.03 2.76 13.25 12.76 15.23 14.13
Union Midcap Reg Gr 23-03-2020 1,905.76 2.41 5.79 15.14 12.73 - 27.29
ITI Mid Cap Fund Reg Gr 05-03-2021 1,452.83 2.42 2.63 16.23 12.61 - 14.9
Baroda BNP Paribas Mid Cap Fund Gr 02-05-2006 2,503.01 2.21 4.18 14.45 12.44 14.55 12.3
Mirae Asset Midcap Reg 01-07-2019 19,538.5 2.03 2.05 14.07 12.38 - 20.45
FranklIn India Mid Cap Fund Gr 01-12-1993 12,155.57 1.91 -3.18 13.52 11.39 13.24 18.41
ABSL Midcap Gr 05-10-2002 6,550.01 2.03 2.47 13.22 11.31 12.42 20.02
Axis Midcap Reg Gr 06-02-2011 33,567.1 1.8 6.06 15.7 11.18 16.33 17.15
Taurus Mid Cap Reg Gr 05-09-1994 137.53 2.8 4.1 9.89 10.91 14.22 8.23
LIC MF Mid Cap Fund Reg Gr 02-02-2017 369.21 2.86 2.47 13.84 10.64 - 11.88
SBI Midcap Fund Reg Plan Gr 29-03-2005 23,282.2 1.8 -0.54 8.85 10.55 12.63 15.62
UTI Midcap Gr 05-08-2005 11,919.69 1.96 0.46 10.5 9.8 12.95 14.95
DSP Midcap Reg Gr 05-11-2006 19,487.69 1.74 0.84 12.38 9.75 12.94 14.48
PGIM India Midcap Fund Reg Gr 05-12-2013 10,537.31 1.93 1.41 10.64 8.33 14.7 15.62
Bandhan Midcap Fund Reg Gr 05-08-2022 2,521.11 2.13 6.93 16.27 - - 16.17
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 7,539.96 2.26 7.23 19.17 - - 19.92
JM Mid Cap Fund Reg Gr 21-11-2022 1,303.78 2.47 6.74 16.35 - - 19.82
Canara Robeco Mid Cap Fund Reg Gr 01-12-2022 4,992.95 2.11 3.97 15.05 - - 16.26
Helios Mid Cap Fund Reg Plan Gr Plan 13-03-2025 2,348.22 2.43 6.58 - - - 20.22
Bank Of India Mid Cap Fund Reg Plan Gr 31-07-2025 729.06 2.55 3.52 - - - 2.58
Samco Mid Cap Fund Reg Plan 21-01-2026 75.43 3.0 - - - - -0.41
TrustMF Mid Cap Fund Reg Gr 27-02-2026 686.54 3.53 - - - - 19.0
The Wealth Company Mid Cap Fund Reg Gr 06-08-2026 172.26 5.01 - - - - -4.51
Equity: Mid Cap - - - 3.59 14.93 13.07 15.08 15.43
NIFTY MIDCAP 150 TRI - - - 2.24 14.89 14.38 16.85 16.76
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