Motilal Oswal, Nippon India, and Edelweiss Mutual Fund among most consistent performers in midcap category: Report

In the midcap fund category, funds from Motilal Oswal Mutual Fund, Nippon India Mutual Fund, and Edelweiss Mutual Fund have been among the most consistent performers, according to Share.Market’s CRISP Mutual Funds Scorecard (September quarter).

The scorecard further highlighted consistent performers across different categories. In the largecap category, funds from ICICI Prudential and HDFC continued to deliver consistent, long-term results without taking on excessive risk.

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The ELSS segment sustained consistency from HDFC, Franklin India and SBI, underscoring strong investment processes despite market fluctuations. Among the flexi cap funds - HDFC, Franklin India and JM maintained performance consistency across varying market conditions. The contra/value funds - witnessed HSBC, SBI and Nippon India funds extend their record of disciplined, value-driven investing.

In the small cap funds - Nippon India, HSBC and Tata managed to combine high growth potential with steady outcomes. The hybrid funds also continued to show resilience - with ICICI Prudential, Edelweiss and UTI leading the Aggressive Hybrid segment, and Baroda BNP Paribas, ICICI Prudential and Nippon standing out in Balanced Advantage strategies.

The scorecard showcased that consistent performance is not confined to a single style or segment, with steady funds emerging across market caps and strategies.

The report underscores a widening gap between market noise and investor discipline, as retail investors increasingly stay committed to long-term investing despite short-term market swings. The report also reaffirms that steady, process-driven consistency, rather than headline-grabbing outperformance remains the strongest indicator of sustainable wealth creation.

According to the report, the quarter saw contrasting flows across asset classes, with record inflows into gold and silver ETFs driven by a global commodity rally, and over Rs 1 lakh crore of outflows from debt funds, largely due to quarter-end institutional withdrawals rather than retail panic. Amid this churn, the most encouraging signal for the industry was the all-time high Systematic Investment Plan (SIP) contribution of Rs 29,361 crore in September, reflecting a strong shift towards goal-based and consistent investing.

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“In an environment of high volatility, from global trade uncertainties to domestic market corrections, investors who stay the course through disciplined SIPs and diversified exposure are better positioned for long-term wealth creation,” said Nilesh D Naik, Head of Investment Products, Share.Market (PhonePe Wealth Broking Private Limited).

“The latest CRISP Scorecard highlights that chasing winners based on past performance is not a sustainable strategy. Instead, consistency and a balanced approach to risk is what drive results over time,” Naik added