Wednesday, December 01, 2021

2010 to 2020 - Mid Cap Mutual Fund Schemes Annual Performance

Mid Cap Fund : These mutual funds select stocks for investment from the mid cap category – stocks ranked between 100 to 250 by size based on market capitalization.

 Mid Caps are more Riskier when compare to Large and Small Cap Funds.

Minimum Recommend Duration: 7 to 8 Years.

Min. SIP: Rs. 500 / Month

Min. Lumpsum: Rs. 5000


Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

BNP Paribas Mid Cap Fund

22%

5%

-17%

49%

-2%

14%

65%

9%

52%

-21%

25%

PGIM India Midcap Opportunities Fund

47%

2%

-16%

37%

-3%

7%

43%

1%

-

-

-

Kotak Emerging Equity

21%

8%

-11%

43%

10%

8%

86%

-6%

48%

-27%

21%

Mahindra Manulife Mid Cap Unnati Yojana

19%

6%

-6%

-

-

-

-

-

-

-

-

SBI Magnum Midcap Fund

30%

0%

-18%

33%

5%

14%

71%

12%

48%

-26%

15%

Edelweiss Mid Cap Fund

26%

5%

-16%

52%

2%

9%

83%

6%

45%

-25%

26%

Taurus Discovery (Midcap) Fund

25%

1%

-7%

46%

3%

7%

60%

0%

50%

-30%

14%

ICICI Prudential MidCap Fund

19%

-1%

-11%

43%

4%

5%

84%

6%

40%

-33%

20%

HDFC Mid-Cap Opportunities Fund

21%

0%

-11%

42%

11%

5%

76%

9%

40%

-18%

32%

Nippon India Growth Fund

21%

7%

-11%

44%

3%

6%

54%

-3%

38%

-27%

17%

Invesco India Mid Cap Fund

24%

3%

-5%

44%

0%

6%

77%

5%

42%

-18%

26%

Tata Mid Cap Growth Fund

24%

6%

-13%

50%

-3%

10%

80%

6%

38%

-23%

17%

DSP Midcap Fund

23%

9%

-10%

40%

10%

7%

70%

1%

45%

-27%

30%

UTI Mid Cap Fund

32%

-1%

-15%

42%

3%

6%

90%

9%

42%

-24%

19%

Axis Midcap Fund

26%

12%

4%

42%

-3%

1%

76%

3%

53%

-11%

-

Baroda Mid-cap Fund

30%

-1%

-15%

44%

-6%

-16%

44%

-17%

14%

-31%

-7%

Franklin India Prima Fund

17%

3%

-9%

40%

8%

7%

78%

7%

44%

-22%

19%

Aditya Birla Sun Life Midcap Fund

15%

-4%

-16%

45%

5%

10%

72%

-3%

36%

-26%

13%

IDBI Midcap Fund

24%

-2%

-14%

24%

-

-

-

-

-

-

-

L&T Midcap Fund

19%

-1%

-12%

52%

9%

10%

81%

5%

38%

-29%

22%

Motilal Oswal Midcap 30 Fund

9%

9%

-12%

31%

4%

16%

75%

-

-

-

-

Sundaram Mid Cap Fund

11%

-1%

-15%

41%

11%

11%

74%

4%

38%

-24%

21%

Quant Mid Cap Fund

42%

-3%

-1%

31%

-3%

7%

26%

8%

19%

-10%

9%

ITI Mid Cap Fund

-

-

-

-

-

-

-

-

-

-

-

Principal Midcap Fund

23%

-

-

-

-

-

-

-

-

-

-

HSBC Mid Cap Fund

-

-

-

-

-

-

-

-

-

-

-

Union Midcap Fund

87%

-

-

-

-

-

-

-

-

-

-

Mirae Asset Midcap Fund

23%

12%

-

-

-

-

-

-

-

-

-


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