Mutual fund: How was 2024 for midcap funds, how much did smallcap funds create, who will be the best in 2025? – #INA

Mutual fund investment : The year 2024 is about to end. In such a situation, we are talking about which are the 5 MFs which gave the highest returns in the small and mid cap fund category last year. What can be the top 5 funds for new investors in small and mid category for 2025? Which small and mid cap funds should one invest in? What are the things to keep in mind while investing in small and mid cap mutual funds and what are the investment risks in small-mid cap mutual funds?

Let’s take a look at small caps. Bandhan Small Cap Fund has given 46.5 percent return in 1 year. Its AUM is Rs 9248 crore. Invesco India Small Cap has given 39.5 percent returns in 1 year. Its AUM is Rs 5842 crore. Tata Small Cap Fund has given 33.9 percent returns in 1 year. Its AUM is Rs 9572 crore. Bank of India Small Cap has given 33.3 percent return in 1 year. Its AUM is Rs 1613 crore. Whereas, HSBC Small Cap Fund has given 33.1 percent return in 1 year. Its AUM is Rs 17237 crore.

2025 smallcap outlook

The outlook for Bandhan Small Cap, Invesco India Small Cap, SBI Small Cap Fund, Nippon India Small Cap and Kotak Small Cap Fund looks good for 2025. These are suitable for long term and risk appetite investors.

Be careful before investing

Before investing in any fund, keep in mind the AUM size of the fund, number of stocks in the portfolio, fund manager details, expense ratio, fund performance and turnover ratio. Talking about risk, mutual fund investment is prone to volatility, performance fluctuation and longer recovery period.

Gold price: Gold gave 27% return in 2024, left S&P 500 and Nifty 50 behind, new high expected ahead.

Midcap fund, where and how much return?

Talking about midcap funds, Motilal Oswal Mid Cap has given 56 percent return in 1 year. Its AUM is Rs 22898 crore. Invesco India Mid Cap has given 47.1 percent returns in 1 year. Its AUM is Rs 5863 crore. HSBC Mid Cap Fund has given 43.5 percent return in 1 year. Its AUM is Rs 11912 crore. Edelweiss Mid Cap has given 42.2 percent return in 1 year. Its AUM is Rs 8280 crore. Whereas, JM Mid Cap has given 36.7 percent return in 1 year. Its AUM is Rs 1696 crore.

2025 midcap outlook

The outlook for 2025 for Motilal Oswal Mid Cap, Invesco India Mid Cap, HSBC Mid Cap Fund, Edelweiss Mid Cap Fund and Mahindra Manulife Mid Cap looks good. These are suitable for long term and risk appetite investors.

Be careful before investing

Before investing in any of these funds, keep in mind the AUM size of the fund, number of stocks in the portfolio, fund manager details, expense ratio, fund performance and turnover ratio. Talking about risk, mutual fund investment is prone to volatility, performance fluctuation and longer recovery period.