At 29.77% return, Motilal Midcap Fund leads: Top performing MFs in 1 year

n the large-cap category, the DSP Top 100 Equity Fund-Reg(G), led by Abhishek Singh, emerged as the undisputed leader, delivering a solid 18.10% return in the last year

 Motilal Oswal Midcap Fund-Reg(G) has been the top performing fund in the last one year ( January 2024 to January 2025), which surged by 29.77%, a clear reflection of its strategic focus on high-growth mid-cap stocks under Niket Shah’s management, according to an analysis by PL Capital, the wealth management arm of Prabhudas Liladhar. 

 

 Following closely was the Motilal Oswal Small Cap Fund-Reg(G), with a return of 27.58%, also benefiting from aggressive growth strategies in the high-risk, high-reward small-cap segment. 

 

The Invesco India Focused Fund-Reg(G), which returned 27.41%, proved the power of concentrated investment strategies, while the DSP Top 100 Equity Fund-Reg(G) delivered a strong 18.10% return, offering stability with large-cap exposure under the leadership of Abhishek Singh. 

 

Here are the top performing funds across categories: 

Large Cap Funds 

DSP Top 100 Equity Fund-Reg(G)

 

• AUM: ₹4,504.42 crore
• 1-Year Return: 18.10%
• Primary Fund Manager: Abhishek Singh

WOC Large Cap Fund-Reg(G)

 

• AUM: ₹686.42 crore
• 1-Year Return: 15.62%
• Primary Fund Manager: Ramesh Mantri

Canara Rob Bluechip Equity Fund-Reg(G)

 

• AUM: ₹14,799.00 crore
• 1-Year Return: 13.97%
• Primary Fund Manager: Shridatta Bhandwaldar 

Mid Cap Funds

Motilal Oswal Midcap Fund-Reg(G)

 

• AUM: ₹26,421.09 crore
• 1-Year Return: 29.77%
• Primary Fund Manager: Niket Shah

Invesco India Midcap Fund(G)

 

AUM: ₹6,149.96 crore

1-Year Return: 22.78%

Primary Fund Manager: Aditya Khemani 

Edelweiss Mid Cap Fund-Reg(G)

 

• AUM: ₹8,666.49 crore
• 1-Year Return: 21.92%
• Primary Fund Manager: Trideep Bhattacharya 

Large & Mid Cap Funds

Motilal Oswal Large & Midcap Fund-Reg(G)

 

• AUM: ₹9,001.07 crore
• 1-Year Return: 23.39%
• Primary Fund Manager: Ajay Khandelwal

Invesco India Large & Mid Cap Fund(G)

 

• AUM: ₹6,711.76 crore
• 1-Year Return: 21.43%
• Primary Fund Manager: Aditya Khemani

UTI Large & Mid Cap Fund-Reg(G)

 

• AUM: ₹4,134.14 crore
• 1-Year Return: 19.30%
• Primary Fund Manager: V. Srivatsa 

Small Cap Funds

Motilal Oswal Small Cap Fund-Reg(G)

 

• AUM: ₹4,084.27 crore
• 1-Year Return: 27.58%
• Primary Fund Manager: Ajay Khandelwal

Bandhan Small Cap Fund-Reg(G)

 

• AUM: ₹9,691.56 crore
• 1-Year Return: 20.71%
• Primary Fund Manager: Manish Gunwani

Invesco India Smallcap Fund-Reg(G)

 

• AUM: ₹6,298.05 crore
• 1-Year Return: 19.18%
• Primary Fund Manager: Taher Badshah

Multi Cap Funds

Axis Multicap Fund-Reg(G)

 

• AUM: ₹7,034.33 crore
• 1-Year Return: 19.87%
• Primary Fund Manager: Shreyash Devalkar

SBI Multicap Fund-Reg(G)

 

• AUM: ₹19,158.09 crore
• 1-Year Return: 18.71%
• Primary Fund Manager: R. Srinivasan

LIC MF Multi Cap Fund-Reg(G)

 

• AUM: ₹1,465.07 crore
• 1-Year Return: 18.55%
• Primary Fund Manager: Dikshit Mittal

Flexi Cap Funds

Motilal Oswal Flexi Cap Fund-Reg(G)

 

• AUM: ₹13,162.07 crore
• 1-Year Return: 25.23%
• Primary Fund Manager: Niket Shah

Parag Parikh Flexi Cap Fund-Reg(G)

• AUM: ₹87,539.41 crore
• 1-Year Return: 20.62%
• Primary Fund Manager: Rajeev Thakkar

Invesco India Flexi Cap Fund-Reg(G)

 

• AUM: ₹2,575.92 crore
• 1-Year Return: 19.07%
• Primary Fund Manager: Amit Ganatra

Focused Funds

Invesco India Focused Fund-Reg(G)

 

• AUM: ₹3,604.20 crore
• 1-Year Return: 27.41%
• Primary Fund Manager: Taher Badshah

ICICI Pru Focused Equity Fund(G)

 

• AUM: ₹9,984.07 crore
• 1-Year Return: 18.68%
• Primary Fund Manager: Vaibhav Dusad

HDFC Focused 30 Fund(G)

 

• AUM: ₹15,641.91 crore
• 1-Year Return: 18.16%
• Primary Fund Manager: Roshi Jain

Value-Contra-Dividend Yield Funds

UTI Dividend Yield Fund-Reg(G)

 

• AUM: ₹4,082.10 crore
• 1-Year Return: 19.47%
• Primary Fund Manager: Amit Premchandani

Invesco India Contra Fund(G)

 

• AUM: ₹18,153.48 crore
• 1-Year Return: 19.09%
• Primary Fund Manager: Taher Badshah

UTI Value Fund-Reg(G)

 

• AUM: ₹9,914.13 crore
• 1-Year Return: 19.08%
• Primary Fund Manager: Amit Premchandani

Equity Linked Savings Schemes (ELSS)

Motilal Oswal ELSS Tax Saver Fund-Reg(G)

 

• AUM: ₹4,414.88 crore
• 1-Year Return: 21.80%
• Primary Fund Manager: Ajay Khandelwal

LIC MF ELSS Tax Saver-Reg(G)

 

• AUM: ₹1,149.78 crore
• 1-Year Return: 19.05%
• Primary Fund Manager: Yogesh Patil

HSBC ELSS Tax Saver Fund-Reg(G)

 

• AUM: ₹4,312.57 crore
• 1-Year Return: 18.96%
• Primary Fund Manager: Abhishek Gupta
• Benchmark Returns (1-Year)
• NIFTY 50 - TRI: 9.58%
• NIFTY 500 - TRI: 10.06%
• Nifty Midcap 150 - TRI: 11.60%
• Nifty Smallcap 250 - TRI: 5.89% 

Category-Wise Performance Summary

1-Month Returns

 

• Large Cap Funds: -2.01%
• Mid Cap Funds: -7.97%
• Large & Mid Cap Funds: -5.21%
• Small Cap Funds: -8.88%
• Multi Cap Funds: -5.78%
• Flexi Cap Funds: -3.37%
• Focused Funds: -3.20%
• Value-Contra-Div. Yield Funds: -3.30%
• ELSS: -4.07%

6-Month Returns

 

• Large Cap Funds: -5.89%
• Mid Cap Funds: -7.68%
• Large & Mid Cap Funds: -7.40%
• Small Cap Funds: -9.64%
• Multi Cap Funds: -7.50%
• Flexi Cap Funds: -4.11%
• Focused Funds: -5.10%
• Value-Contra-Div. Yield Funds: -7.24%
• ELSS: -7.45%

1-Year Returns

 

• Large Cap Funds: 11.28%
• Mid Cap Funds: 16.71%
• Large & Mid Cap Funds: 13.46%
• Small Cap Funds: 9.38%
• Multi Cap Funds: 12.40%
• Flexi Cap Funds: 15.19%
• Focused Funds: 13.86%
• Value-Contra-Div. Yield Funds: 13.02%
• ELSS: 12.81%

 

Out of the 276 open-ended equity diversified funds for a 1-year returns metric, about 70.29% of the funds were able to outperform their respective benchmarks over the past one year, ended January 31st, 2025. In the previous month for a 1-year return metric, 71.27% of the schemes were able to beat their benchmarks, noted the study by PL Wealth.

 

"Investors are advised to stick to their SIP investments and keep a long-term focus. SIPs over the past 3-years have yielded a return more than 15% p.a. on an average for the top quartile equity funds," said Pankaj Shrestha Head - Investment Services at PL Wealth.