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Mid Cap fund SIP returns

What ₹10,000 a month grew to in every mid cap fund, to 11 Nov 2026.

Category average, 5 years

15.8%

₹6.00 L became ₹8.80 L

NIFTY Midcap 150 Index, 5 years

14.9%

became ₹8.61 L

Highest, 5 years

21.7%

Invesco India Midcap Fund

Direct plan, Growth option.

₹10,000 a month for 5 years: ₹6.00 L invested

Fund
Category average₹8.80 L15.8%
NIFTY Midcap 150 Index₹8.61 L14.9%
₹10.12 L21.7%
₹9.94 L20.9%
₹9.28 L18.0%
₹9.21 L17.7%
₹9.21 L17.7%
₹9.16 L17.5%
₹8.99 L16.7%
₹8.98 L16.6%
₹8.92 L16.4%
₹8.89 L16.2%
₹8.82 L15.9%
₹8.75 L15.5%
₹8.66 L15.1%
₹8.64 L15.0%
₹8.62 L14.9%
₹8.49 L14.3%
₹8.42 L13.9%
₹8.40 L13.8%
₹8.33 L13.5%
₹8.19 L12.8%
₹8.02 L11.9%
₹7.96 L11.6%
₹7.91 L11.4%
₹7.82 L10.9%
₹7.67 L10.1%

25 funds with 5 years of history; 6 younger funds left out. Click a heading to sort.

Year-by-year returns of these funds →SWP returns →Mid Cap funds compared →Rolling returns tool →

How are mid cap fund SIP returns worked out?

₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.

Why is SIP return different from the fund's trailing return?

A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.

Does a high past SIP return mean a good fund to start a SIP in?

Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.

Worked out from each fund's own daily NAV. Past performance does not indicate future returns.