Mutual Fund Industry Dashboard for Aug 2025: Key Trends

6 Best Midcap Mutual Funds 267% to 365% Returns in 5 Years https://ift.tt/iSaEDoN Mutual funds are one of the most reliable ways to grow wealth in India, and among them, midcap mutual funds have been the real wealth creators in recent years. These funds invest in medium-sized companies (ranked 101st to 250th by market capitalization), which often turn into tomorrow’s large-cap giants. Table of Contents What Are Midcap Mutual Funds? 6 Best Midcap Mutual Funds (5-Year Performance) Detailed Analysis of Each Fund Motilal Oswal Midcap Fund Edelweiss Mid Cap Fund Nippon India Growth Mid Cap Fund HDFC Mid Cap Fund Invesco India Mid Cap Fund Quant Mid Cap Fund Midcap vs Large-cap vs Small-cap Future Outlook: Midcap Funds (2025–2030) Future Projection (₹1 Lakh SIP for 5 Years) How to Invest in Midcap Funds FAQs Key Takeaways Conclusion In the last five years (2020–2025), top-performing midcap mutual funds generated a jaw-dropping 267% to 365% absolute returns. This means a ₹1 Lakh investment in the best fund could have grown into ₹4.65 Lakhs. What Are Midcap Mutual Funds? Midcap mutual funds primarily invest in medium-sized companies with: Strong growth potential Opportunity to become future leaders Higher returns than large caps, but lower volatility than small caps Key Features of Midcap Funds: High growth potential over the long term Suitable for investors with 5+ years horizon Moderate to high volatility Perfect for wealth creation + portfolio diversification 6 Best Midcap Mutual Funds (5-Year Performance) Here’s how the top midcap funds performed as of 20-Sep-2025: Mutual Fund 5-Year CAGR Absolute Returns (5Y) ₹1 Lakh Investment → Motilal Oswal Midcap Fund 34.9% 365% ₹4.65 Lakhs Edelweiss Mid Cap Fund 30.6% 280% ₹3.80 Lakhs Nippon India Growth Mid Cap Fund 29.9% 275.8% ₹3.76 Lakhs HDFC Mid Cap Fund 29.7% 269% ₹3.69 Lakhs Invesco India Mid Cap Fund 29.3% 275.8% ₹3.76 Lakhs Quant Mid Cap Fund 29.2% 267% ₹3.67 Lakhs Clearly, Motilal Oswal Midcap Fund is the winner with 365% returns. Detailed Analysis of Each Fund Motilal Oswal Midcap Fund Period Returns (CAGR) ₹1 Lakh → 1 Year 2.3% ₹1.02 Lakhs 3 Years 28.7% ₹2.35 Lakhs 5 Years 34.9% ₹4.65 Lakhs 10 Years 19.7% ₹6.09 Lakhs Best for: Aggressive investors with a long-term outlook Risk: High volatility, sector concentration Future Outlook: CAGR 16%–18% (2025–2030) Edelweiss Mid Cap Fund Period Returns (CAGR) ₹1 Lakh → 1 Year 3.2% ₹1.03 Lakhs 3 Years 25.8% ₹1.97 Lakhs 5 Years 30.6% ₹3.80 Lakhs 10 Years 19.8% ₹6.15 Lakhs Best for: SIP investors wanting balance of risk & return Risk: Liquidity risks in small midcaps Future Outlook: CAGR 15%–17% expected Nippon India Growth Mid Cap Fund Period Returns (CAGR) ₹1 Lakh → 1 Year 1.6% ₹1.01 Lakhs 3 Years 25.5% ₹1.96 Lakhs 5 Years 29.9% ₹3.76 Lakhs 10 Years 19.1% ₹5.95 Lakhs Best for: Diversification beyond large...

Mutual funds that hold Godrej Properties: A look at institutional faith. Mutual funds have shown significant and growing faith in Godrej Properties, a key player in the Indian real estate sector. The company's shareholding pattern reveals that mutual funds are a notable part of its institutional ownership. ➡️ Key Highlights of Institutional Faith ✅ Increasing Holdings Mutual funds have been consistently increasing their stake in Godrej Properties over recent quarters. This trend indicates that professional fund managers, who perform extensive research and analysis, see long-term growth potential and stability in the company. An increase in mutual fund holdings often signals confidence in a company's business model, management, and future projects. ✅Prominent Fund Houses Several large and reputable mutual fund houses in India have investments in Godrej Properties. Examples include schemes from major fund houses like SBI, HDFC, Tata, and ICICI Prudential. This presence across a variety of fund types, such as midcap and balanced advantage funds, suggests that the company is considered a solid investment opportunity by a diverse range of institutional investors. ✅What This Institutional Faith Means The fact that mutual funds are investing in Godrej Properties is a strong indicator of institutional faith. It signifies that experts believe in the company's ability to navigate the complexities of the real estate market, execute its projects successfully, and generate sustainable returns. This confidence is a positive signal for retail investors, as it suggests the company has strong fundamentals and is a credible choice for long-term portfolio diversification. For instance, the presence of Godrej Properties in a midcap fund's portfolio means the fund manager sees it as a company with a good mix of growth potential and established market presence, while its inclusion in a balanced advantage fund implies it's considered a reliable stock that can help generate returns in a balanced portfolio. Overall, this collective "stamp of approval" from institutional investors provides a layer of validation for Godrej Properties as an investment.

💰 Top 5 Multicap Mutual Funds With Best SIP Returns in 10 Years (As of October 6, 2025) Investing ₹10,000 every month for 10 years in the top Multicap Fund has turned into a massive ₹34.17 lakh! 😮 Multicap funds invest across large-cap, mid-cap, and small-cap companies — giving investors diversified exposure to India’s growth story. Here are the Top 5 Multicap Mutual Funds that delivered the best SIP returns over the last decade 👇 🥇 1️⃣ Quant Multi Cap Fund 10-Year Annualised Return: 19.87% Wealth from ₹10,000 SIP: ₹34.17 lakh AUM: ₹9,200 crore NAV: ₹678.85 Expense Ratio: 0.62% Benchmark: Nifty 500 Multicap 50:25:25 TRI 💡 Aggressive performer with smart allocation across market caps. 🥈 2️⃣ Nippon India Multi Cap Fund 10-Year Annualised Return: 19.76% Wealth from ₹10,000 SIP: ₹33.96 lakh AUM: ₹46,216 crore NAV: ₹330.45 Expense Ratio: 0.72% 💡 Strong consistency and large fund base — ideal for long-term investors. 🥉 3️⃣ Baroda BNP Paribas Multi Cap Fund 10-Year Annualised Return: 17.47% Wealth from ₹10,000 SIP: ₹30.02 lakh AUM: ₹2,923 crore NAV: ₹318.22 Expense Ratio: 0.94% 💡 Solid performer with balanced diversification. 4️⃣ ICICI Prudential Multicap Fund 10-Year Annualised Return: 17.40% Wealth from ₹10,000 SIP: ₹29.90 lakh AUM: ₹15,281 crore NAV: ₹879.99 Expense Ratio: 0.94% 💡 Trusted brand with consistent track record and strong risk management. 5️⃣ Sundaram Multi Cap Fund 10-Year Annualised Return: 16.73% Wealth from ₹10,000 SIP: ₹28.84 lakh AUM: ₹2,810 crore NAV: ₹428.15 Expense Ratio: 0.94% 💡 Steady compounder with moderate risk profile. ⚙️ Key Takeaways ✅ A disciplined SIP can create serious long-term wealth. ✅ Diversification across market caps helps balance risk and reward. ✅ Review your portfolio periodically and stay invested for the long term. ⚠️ Disclaimer Mutual fund investments are subject to market risks. Past performance is not indicative of future results. Please consult your financial advisor before investing.

Theme: PMS (Part 1) Investors in India have become quite familiar with mutual funds. There is another asset class that is similar, but a bit different. Portfolio Management Services: PMS. We will explore PMS more and learn about what makes it a great option — and why it might not be for you, even if you have lots of money. There’s a reason why it is less heard of. The minimum amount needed to invest in a PMS is Rs 50 lakh. These funds tend to take much greater risk, have more concentrated portfolios (less diversification), aim to generate higher returns, and charge higher fees (usually). In mutual funds, you pay tax when you withdraw money from it. You do not pay any taxes when stocks are bought or sold by the fund manager. In case of PMS, every stock selling is taxed (exactly like when you invest in stocks yourself). In effect, you are opening a demat account with the PMS and giving them control. Within PMS, there are many types. Discretionary PMS: In these PMS, the portfolio manager (fund manager) has complete control over the buying/selling decisions — similar to a mutual fund. Non Discretionary PMS: In these, the portfolio manager gives options to the investor. But the final decision to buy/sell remains with the individual investor. He/she can listen to or ignore the options of the portfolio manager. If they approve, the portfolio manager will buy/sell accordingly. Advisory PMS: In this, the role of the portfolio manager is purely advisory. He/she only discusses the stocks and tells you about them. Buying/selling stocks has to be done by you in your demat account. In mutual funds, a flat expense ratio or management fees is charged. Example: XYZ large cap fund has an expense ratio of 1% per annum. This means the mutual fund will effectively deduct 1% of the total amount invested per annum. In mutual funds, expense ratio is capped at max 2.25%. In case of PMS, this expense ratio can be much higher and more complex. Instead of a fixed charge, many PMS charge fees based on a profit-sharing basis. So, they will take a portion of the profit generated. Many PMS follow a hybrid approach where they take a flat fee and also have a profit sharing part. This can make their effective management fee much higher than mutual funds. In addition to this, PMS can also have an entry fee. Which means, there will be some charges incurred at the time of investment. This entry fee does not exist in case of mutual funds.

💡 Mid-Cap Fund Analysis: 5 Actionable Insights You Can Use Today Analyzed 6 major mid-cap funds (₹3+ lakh crores AUM) and found patterns that can directly impact your investment decisions. Here's what matters: 🎯 Actionable Insight #1: Size Isn't Everything What I Found: Motilal Oswal (₹34k cr AUM) delivered 34.57% 5Y returns vs HDFC's 29.76% (₹83k cr AUM) What You Should Do: Don't automatically pick the largest fund. Smaller funds can be more agile and deliver better returns. Check performance across different AUM sizes before deciding. 💰 Actionable Insight #2: Expense Ratios Are Return Killers What I Found: 0.58% difference between cheapest (Kotak 0.37%) and most expensive (Franklin 0.95%) = ₹58,000 lost over 10 years on ₹10L investment What You Should Do: Always check expense ratios. Even 0.3-0.5% difference compounds dramatically. Prioritize funds below 0.7% expense ratio unless returns justify the higher cost. 🔍 Actionable Insight #3: Follow the Smart Money What I Found: Coforge appears in 4+ top funds, Max Group companies everywhere, Dixon Technologies in growth portfolios What You Should Do: Track common holdings across your shortlisted funds. If multiple good fund managers are betting on the same stocks, there might be something there. Use this as research starting point. ⚖️ Actionable Insight #4: Match Risk Rating to Your Profile What I Found: Best performers (Motilal Oswal, Invesco) carry "High" risk ratings, while consistent performers have "Moderate" ratings What You Should Do: Don't chase returns without checking risk ratings. High returns often come with high volatility. Match the fund's risk level to your actual risk tolerance, not your return aspirations. 📊 Actionable Insight #5: Sector Allocation Reveals Strategy What I Found: IT Services (8.9% avg) and Specialized Finance (8.6% avg) dominate allocations across funds What You Should Do: If you already have heavy tech exposure elsewhere, consider funds with different sector tilts. Check sector allocation to avoid over-concentration in your overall portfolio. 🎯 Quick Action Checklist: ✓ Compare expense ratios first, returns second ✓ Check AUM size vs performance relationship ✓ Look for common holdings across your fund choices ✓ Match fund risk rating to your risk capacity ✓ Review sector allocation for portfolio balance ⚠️ Important Notes: This analysis is for educational purposes only. Past performance doesn't guarantee future results. Mutual fund investments carry market risks. Please consult your financial advisor before investing. Data sourced from public fund documents.

SBI Mutual Fund, the country’s largest fund house, and UTI Asset Management Company have suspended fresh investments into their silver fund of funds (FoF) which invest in their respective silver ETFs. https://trib.al/BwDCUqW

Jefferies, the New York–based investment bank, is preparing to enter India’s asset management (mutual fund) market. It plans to tap into the rapidly expanding Indian mutual fund industry by hiring experienced leaders and obtaining regulatory approvals. (Bloomberg report) To facilitate this move, Jefferies has brought on Milind Barve, the former head of HDFC Asset Management, as an adviser to help with strategy and regulatory navigation. The Indian mutual fund market has more than doubled in the past few years, making it a tempting target for global fund houses. *What Jefferies Intends to Do Build a full-fledged mutual fund business—offering equity, debt, and blended funds. Use Barve’s experience and local insight to accelerate market entry. Compete with domestic giants (HDFC AMC, SBI AMC, ICICI AMC) and global entrants (like BlackRock) by emphasizing differentiated strategies and global expertise. *Why This Move Matters India’s mutual fund market is growing fast, with rising participation from younger investors and inflows via SIPs (systematic investment plans). Global players entering the market can bring best practices, advanced technology, and new product types benefiting investors. Jefferies’ credibility and capital backing give it a shot at grabbing market share if it executes well. Bottom Line Jefferies, a big global bank, is getting ready to become a mutual fund company in India. It wants to compete with big Indian and international fund houses by using smart strategies, local leadership, and global know-how. With India’s fund industry growing rapidly, now is a key moment to enter.

Cantor Fitzgerald to renegotiate the buyout terms of $1.8 trillion UBS Asset Management alternatives platform O’Connor (6 investment strategies with $11 billion AUM) due to exposure in bankrupt First Brands Group with more than $10 billion liabilities. $2.3 billion reported to have disappeared from the company. https://lnkd.in/gXGRfmAW

| Fund Name | Type / Strategy | Recent Performance & Strengths | Who It’s Good For | | ------------------------------------- | -------------------------------- | ------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------- | | **Halo Equity Fund** | Equity Growth | Returned ~90% in H1 2025. Very high returns, high volatility. ([Businessday NG][1]) | For investors with high risk tolerance who want capital appreciation and can ride out sharp ups & downs. | | **Alpha Morgan Balanced Fund** | Balanced (Equity + Fixed Income) | ~67.84% return in H1 2025. Mixes growth and income. ([Businessday NG][1]) | For those who want growth but with a cushion of stability. | | **Coral Balanced Fund** | Balanced | ~67.70% in H1 2025. Good asset allocation across sectors. ([Businessday NG][1]) | Investors who want exposure to equity but less exposure than a pure equity fund. | | **Guaranty Trust Equity Income Fund** | Equity / Dividend Focus | ~56.21% return in H1 2025. Focuses on dividend-paying stocks. ([Businessday NG][1]) | Good if you want income + growth, and are okay with more risk. | | **Zrosk Magna Equity Fund** | Equity / High Conviction | ~42.34% in H1 2025. Has strong stock selection. ([Businessday NG][1]) | For those who believe in stock picking and want potential outsized returns. | | **Stanbic IBTC Imaan Fund** | Sharia / Ethical / Balanced | ~40.49% return in H1 2025; adheres to Islamic investment principles. ([Businessday NG][1]) | Ideal if you want ethical/Sharia-compliant investing. | | **ARM Money Market Fund** | Money Market / Low Risk | YTD yield ~20-22% in many recent reports. Best among low-risk options. ([Zikoko!][2]) | If you want to preserve capital, have liquidity, but still beat bank savings. | | **Zedcrest Money Market Fund** | Money Market | YTD yield ~21.35% in a recent ranking of top 5. ([Business Elites Africa][3]) | Conservative investors, or those who want a place to park funds short-term. | [tual Funds Are Making Nigerians Rich in 2025 | Zikoko!" [3]: https://lnkd.in/dYssHsPP "Top 5 Money Market Mutual Funds in Nigeria (2025)"