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Top Equity and Mid-Cap Mutual Funds Deliver Over 20% Annualized Returns in Recent Years

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Top Equity and Mid-Cap Mutual Funds Deliver Over 20% Annualized Returns in Recent Years

Analysed 12 Sept 2026·2 sources analysed·United States·Business
Top Equity and Mid-Cap Mutual Funds Deliver Over 20% Annualized Returns in Recent YearsPreviousNext

Five equity mutual funds, including Invesco India Mid Cap and Union Small Cap, have delivered annualized returns of up to 25% on SIP investments over the past 10 years. In the last three years, five mid-cap funds such as HSBC Midcap and ICICI Prudential Midcap have offered over 20% annualized returns. Investors are advised to consider risk profiles, investment horizons, and goals rather than relying solely on historical returns when selecting funds.

Sentiment
52%
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 (52/100). Lens Score 35/100.

Outlets measured: economictimes, economictimes. 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 12 Sept 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Sentiment — Neutral (52/100)

Sentiment was consistent across outlets (50–55/100), indicating broadly factual reporting rather than editorialising.

Coverage timeline

economictimes broke this story on 11 Sept, 11:24 am. Other outlets followed.

11 Sept, 11:24 am2 sources · 21 h12 Sept, 08:06 am
AI analysis by the TBN Bias Engine · beat methodology byMrunal Wange· Business & Economy Editor· editorial standards byOjas Kale
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  • 1
    economictimes11 Sept, 11:24 am
    ICICI Prudential Mid Cap Fund among 5 midcap funds that delivered over 20 CAGR in 3 years. Do you own any? - Top mid cap mutual funds in 3 years
  • 2
    economictimes12 Sept, 08:06 am
    Invesco India Mid Cap and Union Small Cap among 5 equity funds that deliver upto 25 SIP returns in 10 years - Gain of monthly mutual fund SIP investments
  • Who's involved

    Institutions and figures named across source coverage.

    Corporate
    ICICI Prudential Mutual FundHSBC Mutual FundInvesco Asset Management CompanyEdelweiss Asset Management LimitedPGIM India Asset ManagementWhiteOak Capital Asset ManagementQuant Mutual FundUTI Asset Management CompanyTaurus Asset Management CompanyState Bank of India Mutual Fund

    Story context

    Category
    Business
    Location
    United States
    Sources analysed
    2
    Last analysed
    12 Sept 2026
    Key entities
    InvescoIndiaMutual fundMarket capitalizationSession Initiation ProtocolEquity (finance)United StatesICICI Prudential Life InsuranceHSBCUTI Asset ManagementPGIMAssets under management