Top 5 Mid Cap Index Mutual Funds in 3 Years: When mid cap mutual fund investors invest in a mid cap fund, they pick a fund which has at least 65 per cent proportion of mid cap stock. But the composition of stocks may be different in different funds. In a mid cap index fund, on the other hand, the composition is in the same manner as in the index it is following. So, while the return is expected to be almost the same as that of an index, investors will pay a low expense ratio. A mid cap index fund can follow any mid cap index such as Nifty Midcap 50 or Nifty Midcap 150. Here, we take you through the top 5 mid cap index mutual funds with best lump sum and SIP returns in 3 years. Also know how a Rs 15,000 monthly SIP investment and Rs 1.5 lakh lump sum investment have performed in those funds.
Top 5 lump sum mutual fund
Axis Nifty Midcap 50 Index Fund Direct-Growth
The fund has given a 28.08 per cent annualised SIP return in the 3-year period.
It has assets under management (AUM) of Rs 424 crore, while its net asset value (NAV) as on May 21, 2025, was Rs 50.57.
Benchmarked against NIFTY Midcap 50 TRI, the fund has given a 23.14 per cent annualised return since its launch in March 2022.
With an expense ratio of 0.26 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 1,50,000 one-time investment in the fund in 3 years has converted into Rs 3,15,162.99.
Motilal Oswal Nifty Midcap 150 Index Fund Direct – Growth
The fund has given a 26.53 per cent annualised SIP return in 3 years.
It has AUM of Rs 2,126 crore, while its NAV as on May 21, 2025, was Rs 37.55.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 25.77 per cent annualised return since its inception in August 2019.
At an expense ratio of 0.3 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund in the 3-year time frame has zoomed to Rs 3,03,858.78.
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth
The fund has given a 26.40 per cent annualised return in the 3-year time frame.
It has an asset base of Rs 331 crore, while its unit price as on May 21, 2025, was Rs 23.47.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 22.82 per cent annualised return since its debut in March 2021.
With an expense ratio of 0.44 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 1,50,000 one-time investment in the fund in the 3-year period has ballooned to Rs 3,02,923.16.
Nippon India Nifty Midcap 150 Index Fund Direct – Growth
The fund has given a 26.27 per cent annualised return in the 3-year period.
It has a fund size of Rs 1,614 crore, while its NAV as on May 21, 2025, was Rs 24.01.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 22.85 per cent annualised return since its beginning in February 2021.
At an expense ratio of 0.3 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
A Rs 1,50,000 one-time investment in the fund in 3 years has jumped to Rs 3,01,989.47.
Navi Nifty Midcap 150 Index Fund Direct – Growth
The fund has given a 26.20 per cent annualised return in 3 years.
Its AUM is Rs 228 crore, while its unit price as on May 21, 2025, was Rs 19.67.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 23.61 per cent annualised return since its starting in February 2022.
With an expense ratio of 0.22 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund in the 3-year time frame has swelled to Rs 3,01,487.51.
Top mid cap index SIP funds in 3 years
Axis Nifty Midcap 50 Index Fund Direct-Growth
The fund has given a 25.00 per cent annualised SIP return in the 3-year period.
A Rs 15,000 monthly SIP investment in the fund in 3 years, or a total investment of Rs 5,40,000, has jumped to Rs 8,09,051.12.
Motilal Oswal Nifty Midcap 150 Index Fund Direct – Growth
The fund has given a 23.96 per cent annualised SIP return the 3-year time frame.
A Rs 15,000 monthly SIP investment in the fund in the 3-year period has converted into Rs 7,94,977.99.
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth
The fund has given a a 23.86 per cent annualised SIP return in the 10-year period.
A Rs 15,000 monthly SIP investment in the fund has jumped to Rs 7,93,640.33 in the 3-year time frame.
Nippon India Nifty Midcap 150 Index Fund Direct – Growth
The fund has given 23.66 per cent annualised SIP return in 3 years.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 7,90,973.09 in 3 years.
Navi Nifty Midcap 150 Index Fund Direct – Growth
The fund has given 23.58 per cent annualised SIP return in 3 years.
A Rs 15,000 monthly SIP investment in the fund has jumped to Rs 7,89,909.21 in the 3-year period.
Anurag Dhole is a seasoned journalist and content writer with a passion for delivering timely, accurate, and engaging stories. With over 8 years of experience in digital media, she covers a wide range of topics—from breaking news and politics to business insights and cultural trends. Jane's writing style blends clarity with depth, aiming to inform and inspire readers in a fast-paced media landscape. When she’s not chasing stories, she’s likely reading investigative features or exploring local cafés for her next writing spot.
- ANURAG DHOLEhttps://indiatadkha.com/author/bitlancetechhubgmail-com/
- ANURAG DHOLEhttps://indiatadkha.com/author/bitlancetechhubgmail-com/
- ANURAG DHOLEhttps://indiatadkha.com/author/bitlancetechhubgmail-com/
- ANURAG DHOLEhttps://indiatadkha.com/author/bitlancetechhubgmail-com/
