LIC MF Small Cap Fund July 2024 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 06/24
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HDFC Mid Cap Opportunities Fund HDFCMF 25-06-2007 70,562.70 1.41 52.55 29.71 28.67 20.53
Motilal Oswal Midcap Fund MotilalMF 24-02-2014 12,583.40 1.69 65.07 38.67 32.54 21.42
Nippon India Growth Fund NipponIndiaMF 05-10-1995 30,823.40 1.61 58.63 28.84 29.31 19.96
Quant Mid Cap Fund QuantMF 26-02-2001 8,713.02 1.74 70.85 32.41 36.31 21.15
SBI Magnum Midcap Fund SBIMF 29-03-2005 20,309.68 1.67 37.87 23.41 27.32 18.71
BARODA BNP PARIBAS Mid Cap Fund BarodaBNPMF 01-01-2013 2,102.77 2.03 53.11 0.00 - -
EDELWEISS MID CAP FUND EdelweissMF 26-12-2007 6,621.38 1.76 60.92 26.39 29.79 20.91
ICICI Prudential MidCap Fund ICICIMF 10-10-2004 6,529.92 1.86 60.11 24.08 25.57 18.06
Kotak Emerging Equity Fund KotakMF 30-03-2007 49,439.44 1.44 53.82 25.48 28.02 21.55
Mahindra Manulife Mid Cap Fund MahindraManulifeMF 05-01-2018 2,868.33 1.90 64.22 27.49 29.97 -
Mirae Asset Midcap Fund MiraeMF 01-07-2019 16,668.98 1.66 47.66 23.06 - -
Sundaram Mid Cap Fund SundaramMF 01-07-2002 11,825.26 1.73 55.96 26.02 24.09 17.78
Tata Mid Cap Growth Fund TataMF 01-07-1994 4,194.27 0.75 56.71 25.62 26.66 19.50

Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.

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