Best Mutual Fund SIP Plan for June 2025: Motilal Oswal Midcap, Sundaram Mid-Cap and More

Mutual fund investing offers a smart and efficient path to portfolio diversification, giving you exposure to a wide range of assets, including stocks, bonds, and other securities. By pooling funds from numerous investors, mutual funds create a professionally managed portfolio designed to align with specific investment goals.

A skilled fund manager oversees the fund, making informed decisions about where and how to allocate capital. As an investor, you own units of the mutual fund, and your share of profits—or losses—reflects the proportion of your investment in the fund. In this blog, we’ll take a closer look at some of the best mutual fund SIP plans for June 2025.

Best Mutual Funds SIPs for June 2025

Note: The above-mentioned schemes have been selected based on 3Y CAGR as of May 28, 2025

Overview of Best Mutual Fund SIPs

1. Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund aims to achieve long-term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.

Key Metrics

• Expense Ratio: 0.70
• Tracking Error: 8.87

2. HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund is an open-ended equity scheme that primarily invests in mid-cap stocks.

Key Metrics

• Expense Ratio: 0.79
• Tracking Error: 4.45

3. Nippon India Growth Fund

Nippon India Growth Fund aims to achieve long-term growth of capital by investment in equity and equity-related securities through a research-based investment approach.

Key Metrics

• Expense Ratio: 0.74
• Tracking Error: 3.46

Also Read: Quant Small Cap Fund vs SBI Small Cap Fund: Which Small Cap Scheme Delivered Higher Returns?

Conclusion

Investing in mutual fund SIPs is a smart and systematic approach to building long-term wealth. However, it's essential to understand the key elements that impact your returns. By taking into account factors such as costs, alignment with your financial goals, fund performance, diversification, tax implications, and liquidity, you can make well-informed decisions and stay focused on reaching your financial milestones.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.