INCOME TAX7 Sept 2026
Only 4 mid-cap funds cross17% in 3-year SIP returns; HSBC Midcap led at 20.70% while HDFC and Kotak lagged
New data shows only four mid-cap funds crossed 17% yearly returns on three-year SIPs. HSBC Midcap Fund gave the best at 20.70%. Meanwhile, some of the biggest funds, like HDFC and Kotak, returned much less. Investors should not judge a fund only by its size or past hype. Look at its style, risk, and how steady it remains across market cycles.
Key Statutory Highlights
- HSBC Midcap Fund topped with 20.70% annualised three-year SIP returns, and only three other funds crossed 17%.
- HDFC Mid Cap Fund, the largest in the data with ₹1,05,143 crore in assets, delivered just 12.45% three-year SIP returns.
- Quant Mid Cap Fund recorded the lowest three-year SIP return at 4.48%, showing a wide gap within the category.
Actionable Advice for Taxpayers / Founders:Before choosing a mid-cap SIP, review the fund's investment strategy, portfolio and performance consistency across cycles instead of relying only on AUM or short-term returns.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
Share: