Negative impactSector
Only 4 mid-cap funds cross17% in 3-year SIP returns; HSBC Midcap led at 20.70% while HDFC and Kotak lagged
Mint 50 min ago·7 Sept 2026, 7:45 am
Only a handful of mid-cap mutual funds have managed to deliver an annualised return of over 17% over the past three years. According to recent data, HSBC Midcap Fund has been the standout performer, clocking in at 20.70%. This performance highlights the significant dispersion in returns within the mid-cap category, where many of the largest funds by assets under management have lagged behind.
For investors, this disparity matters because it underscores the importance of active stock selection. While the broad mid-cap market has seen growth, not all funds have captured this value. This gap suggests that investors should be selective and focus on funds with a proven ability to navigate market volatility.
Moving forward, investors should watch the fund managers' strategies and how they are positioning their portfolios for the current market cycle. It is also crucial to review the expense ratios and track records of these funds to ensure they align with your long-term financial goals.
Excerpt from Mint
Only four mid-cap funds delivered over 17% annualised three-year SIP returns, with HSBC Midcap Fund topping the list at 20.70%. Value Research data shows that several of the category’s largest funds by AUM delivered lower returns, highlighting the wide performance gap. Mid-cap funds have delivered mixed returns for…Read the original at Mint
Key takeaways
- Category: Sector.
- AI reads the tone as negative (potentially bearish) for the stock.
Why it matters
A routine update. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
