3 Midcap Mutual Funds Outperform Benchmark and Category Average in the Past Year

Despite market volatility over the past year, a few midcap mutual funds not only reduced losses but also managed to deliver positive returns. These schemes surpassed both their category average and benchmark, showcasing their resilience in adverse market conditions.

Top 3 Midcap Mutual Funds That Outperformed in 1 Year

Amidst an overall decline in equity markets, midcap mutual funds were hit hard. However, Invesco India Midcap Fund, WhiteOak Capital Midcap Fund, and Kotak Midcap Fund stood out by delivering positive returns while most peers and benchmarks slipped into negative territory.

Invesco India Midcap Fund led the trio with a 1-year return of 3.66%, outpacing the category average loss of 4.22% and a benchmark BSE Midcap 150 decline of 6.28%. Close behind, WhiteOak Capital Midcap Fund clocked a 1.68% return, also leaving the benchmark and peer averages behind. Meanwhile, Kotak Midcap Fund managed a 0.39% return, a significant feat during a bearish year.

More Than Just Numbers: Consistency Amid Market Red Zone

The average equity mutual fund return was down by 4% to 6% during the year. However, these 3 funds demonstrated effective portfolio strategies and risk management, which protected investor capital. While absolute gains were modest, their ability to stay in the green when most schemes were in the red is noteworthy.

Invesco’s smart asset allocation and WhiteOak’s stock-picking helped limit the downside. Kotak Midcap Fund’s cautious approach played a similar defensive role. Together, they emerged as relative winners in a weak midcap space.

Read More: Mutual Funds See 21% Rise in Unclaimed Amounts in FY25!

Conclusion

Invesco India Midcap, WhiteOak Capital Midcap, and Kotak Midcap Funds have proven to be outliers in a difficult financial year. They safeguarded investor wealth and delivered positive returns where most failed. These funds have set a benchmark in performance through strong market phases and rough patches alike.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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.

Investments in Mutual Funds are subject to market risks. Read all related documents carefully before investing.