Fund SIP returns · Mid Cap Funds

Mid Cap Fund SIP returns compared

28 mid cap funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.

Fund	Data from	5-yr SIP XIRR (to today)	Ahead of Nifty Midcap 150 index fund	Median rolling 5-yr	Worst rolling 5-yr	5-yr SIPs that lost money
Invesco India Mid Cap Fund	May 2007	19.7%	55%49 3-yr SIPs	20.2%	-2.8%	1%
Edelweiss Mid Cap Fund	Dec 2016	17.0%	80%49 3-yr SIPs	24.8%	16.8%	0%
ICICI Prudential Mid Cap Fund	Apr 2006	16.9%	43%49 3-yr SIPs	18.7%	-11.0%	3%
ITI Mid Cap Fund	Apr 2021	16.4%	100%31 3-yr SIPs	18.6%	14.9%	0%
Nippon India Growth Mid Cap Fund	Apr 2006	16.4%	100%49 3-yr SIPs	18.0%	-6.6%	2%
HDFC Mid Cap Fund	Jul 2007	16.0%	100%49 3-yr SIPs	20.2%	-8.2%	2%
Mahindra Manulife Mid Cap Fund	Feb 2018	15.5%	90%49 3-yr SIPs	25.1%	15.5%	0%
Sundaram Mid Cap Fund	Apr 2006	15.2%	55%49 3-yr SIPs	16.9%	-10.1%	3%
Union Midcap Fund	Apr 2020	14.8%	30%43 3-yr SIPs	19.1%	13.1%	0%
Kotak Mid Cap Fund	Apr 2007	14.6%	57%49 3-yr SIPs	21.0%	-5.3%	1%
Mirae Asset Midcap Fund	Aug 2019	14.0%	41%49 3-yr SIPs	20.5%	12.4%	0%
Axis Midcap Fund	Mar 2011	13.3%	16%49 3-yr SIPs	18.5%	2.6%	0%
Tata Mid Cap Fund	Apr 2006	13.0%	8%49 3-yr SIPs	18.0%	-4.8%	1%
Aditya Birla Sun Life Midcap Fund	Apr 2006	12.9%	6%49 3-yr SIPs	16.0%	-12.1%	3%
Franklin India Mid Cap Fund	Apr 2006	12.3%	35%49 3-yr SIPs	16.7%	-7.8%	2%
Taurus Mid Cap Fund	Apr 2006	11.6%	2%49 3-yr SIPs	16.3%	-7.4%	6%
DSP Midcap Fund	Dec 2006	11.6%	4%49 3-yr SIPs	16.0%	-2.7%	1%
Quant Mid Cap Fund	Apr 2006	10.5%	53%49 3-yr SIPs	11.7%	-6.7%	2%
UTI Mid Cap Fund	Apr 2006	10.2%	2%49 3-yr SIPs	17.2%	-8.6%	3%
SBI Midcap Fund	Apr 2006	9.8%	22%49 3-yr SIPs	19.6%	-11.0%	4%
PGIM India Midcap Fund	Dec 2013	9.0%	18%49 3-yr SIPs	22.4%	-6.1%	4%
Bandhan Mid Cap Fund	Sep 2022	—	64%14 3-yr SIPs	—	—	—
Baroda BNP Paribas Mid Cap Fund	Apr 2022	—	47%19 3-yr SIPs	—	—	—
Canara Robeco Mid Cap Fund	Dec 2022	—	—	—	—	—
HSBC Midcap Fund	Dec 2022	—	—	—	—	—
JM Mid Cap Fund	Dec 2022	—	—	—	—	—
LIC MF Mid Cap Fund	Aug 2023	—	—	—	—	—
WhiteOak Capital Mid Cap Fund	Oct 2022	—	100%13 3-yr SIPs	—	—	—

Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty Midcap 150 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty Midcap 150 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.

Mid Cap Fund comparisons, head to head

The same SIP on identical dates in two funds. All comparisons.