Top 3 Mid-Cap Mutual Funds with 30 SIP Returns over 3 Years

Investors are always on the lookout for the best opportunities to build their wealth through Mutual Funds. A particularly popular category is mid-cap funds, which have a proven track record of delivering high returns over the long term. According to Value Research, three mid-cap funds stand out in terms of performance and reliability. Let's delve into these top-rated funds, explore their past performance, and why they might be a strong choice for your investment portfolio.

Quant Midcap Fund

Leading the pack is the Quant Midcap Fund, which has consistently delivered impressive returns over the last three years. With a SIP (Systematic Investment Plan) return of 32.93%, this fund has shown substantial growth over the period. The fund is managed by experienced portfolio managers who make use of a quantitative approach to identify undervalued mid-cap stocks.

Key Features of Quant Midcap Fund:

Quantitative-driven strategy Focus on mid-cap companies with strong growth potential Regular portfolio rebalancing based on quantitative models

PGIM Midcap Opportunities Fund

Coming in second place is the PGIM Midcap Opportunities Fund, which boasts a slightly higher return of 33.84% over the same period. This fund is managed by experts who focus on uncovering opportunities in both quality and growth mid-cap stocks.

Key Features of PGIM Midcap Opportunities Fund:

Diversified portfolio with a focus on quality and growth stocks Team of experienced fund managers with a proven track record Evaluation of mid-cap companies based on long-term potential

Axis Midcap Fund

Coming in third is the Axis Midcap Fund, which has shown remarkable consistency with a SIP return of 17.99%. While this is a lower percentage compared to the top two funds, it still represents a solid return over the 30 SIP returns period.

Key Features of Axis Midcap Fund:

Focus on mid-cap stocks with strong fundamentals Diversification across sectors for risk management Strategic investment approach to maximize returns

Why Consider These Mid-Cap Funds?

Mid-cap funds have gained popularity among investors due to their potential for higher returns compared to small-cap funds, while still offering more stability than large-cap funds. These three funds, in particular, stand out due to their strong performance over the past three years. They offer a range of approaches, including quantitative analysis, quality-focused investing, and strategic portfolio management, making them a valuable addition to any investment portfolio.

Key Benefits:

Potential for high returns Proven track record and consistent performance Diversified portfolios for risk management Experienced fund management teams

Conclusion

In conclusion, the Quant Midcap Fund, PGIM Midcap Opportunities Fund, and Axis Midcap Fund are top-rated mid-cap funds based on their performance over the past 30 SIP returns over 3 years. Each fund offers unique advantages and strategic approaches, making them worth considering for investors looking to build wealth through mid-cap mutual funds. To make an informed decision, it is advisable to check the detailed performance data on the Value Research website or seek professional financial advice.

Note: Performance data is subject to change and historical performance is not a guarantee of future results. Always seek professional financial advice before investing.