Midcap mutual fund shortlist for December highlights consistent three-year performers

December’s midcap mutual fund picks posted three-year rolling returns between 20% and 26%, with advisors recommending high risk appetite and long investment horizons for such equity exposure.

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4 days ago

Midcap mutual fund shortlist for December highlights consistent three-year performers

Midcap mutual fund shortlist for December highlights consistent three-year performers
A December 2025 shortlist of midcap mutual funds has identified five schemes based on rolling returns, consistency over the last three years, downside risk, outperformance, and a minimum asset size threshold of ₹50 crore. Axis Midcap Fund delivered about 20.7% returns, while PGIM India Midcap posted nearly 26%. Invesco India Midcap generated around 24%, Kotak Midcap close to 24.5%, and Tata Mid Cap nearly 23% on three year rolling averages. 
Companies:
  • Axis Mutual Fund
  • PGIM India Mutual Fund
  • Invesco Mutual Fund
  • Kotak Mutual Fund
  • Tata Mutual Fund
Tags:
  • midcap funds
  • mutual fund returns