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Mid-Cap Mutual Funds Show Varied Returns and Consistency Over Recent Years

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Mid-Cap Mutual Funds Show Varied Returns and Consistency Over Recent Years

Analysed 7 Sept 2026·2 sources analysed·India·Business
Mid-Cap Mutual Funds Show Varied Returns and Consistency Over Recent YearsPreviousNext

Mid-cap mutual funds have shown varied performance over recent years. Only four funds, including HSBC Midcap and Invesco India Mid Cap, delivered over 17% annualised three-year SIP returns. Larger funds like Kotak and Nippon India Growth Mid Cap posted lower returns around 12-14%. Over five years, nine mid-cap funds, such as Edelweiss and HDFC Mid Cap, demonstrated consistent performance with acceptable risk levels and varying investment styles. Fund sizes and returns differ significantly across the category, reflecting diverse investor outcomes.

Sentiment
51%
TBN's observations

First-hand measurement across 2 sources

We measured how 2 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is neutral (51/100). Lens Score 40/100.

Outlets measured: economictimes, mint. See how each one headlined and framed the same story in the source comparison below.

AI analysis of 2 sources · Published under editorial oversight by The Balanced News
Analysed 7 Sept 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Sentiment — Neutral (51/100)

Sentiment was consistent across outlets (50–52/100), indicating broadly factual reporting rather than editorialising.

Coverage timeline

mint broke this story on 7 Sept, 07:47 am. Other outlets followed.

7 Sept, 07:47 am2 sources · 34 min7 Sept, 08:21 am
AI analysis by the TBN Bias Engine · beat methodology byMrunal Wange· Business & Economy Editor· editorial standards byOjas Kale
← Previous
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Next →
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1
mint7 Sept, 07:47 am
Only 4 mid-cap funds cross17 in 3-year SIP returns; HSBC Midcap led at 20.70 while HDFC and Kotak lagged Mint
  • 2
    economictimes7 Sept, 08:21 am
    Edelweiss Mid Cap, Invesco India Midcap among 9 midcap funds with consistent performance in 5 years - Consistent midcap funds in 5 years
  • Who's involved

    Institutions and figures named across source coverage.

    Corporate
    Edelweiss Asset Management LimitedHSBC Asset Management (India) Private LimitedNippon India Mutual FundSundaram Asset Management Company LimitedHDFC Asset Management Company LimitedKotak Mahindra Asset Management Company LimitedICICI Prudential Asset Management Company LimitedMotilal Oswal Asset Management Company LimitedInvesco Asset Management (India) Private Limited

    Story context

    Category
    Business
    Location
    India
    Sources analysed
    2
    Last analysed
    7 Sept 2026
    Key entities
    HSBCKotak Mahindra BankHousing Development Finance CorporationIndiaInvescoAssets under managementCroreIndian rupeeMid vowelSession Initiation ProtocolMarket capitalizationICICI Prudential Mutual Fund