Trailing Return of Funds

Category: Equity: Mid Cap Retuns as on 07-08-2026 in %
Scheme Name Launch Date AUM (Crore) Exp Ratio(%) 1Yr 3Yrs 5Yrs 10Yrs Till Date
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 40,036.07 1.7 0.16 19.43 21.97 16.44 20.52
HDFC Mid Cap Fund Gr 25-06-2007 105,142.7 1.31 11.93 19.72 19.89 17.32 17.35
Invesco India Midcap Gr 19-04-2007 14,721.45 1.87 12.17 24.61 19.48 18.31 16.78
Nippon India Gr Mid Cap Fund Gr Gr 05-10-1995 50,750.81 1.57 12.12 20.84 19.06 18.01 21.96
HSBC Midcap Fund Reg Gr 09-08-2004 15,578.18 2.29 21.38 24.87 18.45 16.88 19.09
Edelweiss Midcap Reg Gr 26-12-2007 18,693.49 1.89 10.37 22.12 18.17 17.97 13.72
Sundaram Midcap Gr 01-07-2002 14,504.36 1.87 11.67 20.98 18.16 14.61 23.31
MahIndra Manulife Mid Cap Fund Reg Gr 05-01-2018 5,186.23 2.03 14.91 20.77 17.58 - 17.6
ICICI Pru Midcap Gr 10-10-2004 7,953.69 1.86 16.8 23.06 17.46 16.43 17.63
Kotak Midcap Fund Reg Gr 30-03-2007 68,985.29 1.49 9.63 19.1 16.76 17.08 14.91
Mirae Asset Midcap Reg 01-07-2019 20,267.63 1.98 13.87 17.25 15.65 - 22.16
Quant Midcap Gr Reg Plan 26-02-2001 8,087.38 2.22 7.5 13.6 15.6 17.12 13.02
Union Midcap Reg Gr 23-03-2020 1,892.56 2.4 12.57 17.45 15.36 - 29.07
ITI Mid Cap Fund Reg Gr 05-03-2021 1,479.84 2.48 13.87 21.26 15.33 - 17.1
Tata Mid Cap Fund Reg Plan Gr 01-07-1994 6,056.42 2.02 10.32 16.22 15.06 15.77 14.47
Baroda BNP Paribas Mid Cap Fund Gr 02-05-2006 2,584.12 2.18 14.34 18.1 14.99 15.13 12.7
FranklIn India Mid Cap Fund Gr 01-12-1993 12,870.79 1.85 6.49 17.59 14.71 14.13 18.79
ABSL Midcap Gr 05-10-2002 6,722.78 2.01 10.49 17.21 14.71 13.28 20.51
SBI Midcap Fund Reg Plan Gr 29-03-2005 24,353.77 1.82 8.36 12.56 14.16 13.61 16.13
Axis Midcap Reg Gr 06-02-2011 34,199.5 1.73 8.99 17.3 13.7 16.64 17.56
LIC MF Mid Cap Fund Reg Gr 02-02-2017 375.9 2.5 8.12 17.39 13.07 - 12.59
Taurus Mid Cap Reg Gr 05-09-1994 135.02 2.65 8.65 12.08 12.65 14.52 8.36
UTI Midcap Gr 05-08-2005 12,379.17 1.88 6.76 12.95 12.41 13.6 15.34
DSP Midcap Reg Gr 05-11-2006 20,497.53 1.72 9.09 15.96 12.05 13.89 14.99
PGIM India Midcap Fund Reg Gr 05-12-2013 11,070.78 1.95 2.9 11.68 11.08 15.17 16.1
Bandhan Midcap Fund Reg Gr 05-08-2022 2,403.2 2.11 10.75 18.87 - - 17.67
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 6,792.14 2.26 16.67 22.02 - - 22.15
JM Midcap Fund Reg Gr 21-11-2022 1,289.04 2.36 12.01 19.81 - - 22.6
Canara Robeco Mid Cap Fund Reg Gr 01-12-2022 4,977.21 2.14 8.39 17.87 - - 18.18
Helios Mid Cap Fund Reg Plan Gr Plan 13-03-2025 1,951.37 2.4 16.6 - - - 25.76
Bank Of India Mid Cap Fund Reg Plan Gr 31-07-2025 732.64 2.52 - - - - 4.11
Samco Mid Cap Fund Reg Plan 21-01-2026 78.64 3.29 - - - - 2.15
TrustMF Mid Cap Fund Reg Gr 27-02-2026 429.31 3.64 - - - - 20.9
The Wealth Company Mid Cap Fund Reg Gr 06-08-2026 0 0.0 - - - - -0.2
Equity: Mid Cap - - - 10.93 18.37 15.9 15.8 16.62
NIFTY MIDCAP 150 TRI - - - 11.16 18.9 18.0 17.82 17.23