Mid Cap Mutual Funds

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

⏱ Horizon: Long
🔢 Total funds: 35
💰 Total AUM: 4,63,443 Cr

Best performing Mid Cap Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Motilal Oswal Midcap Fund	33,689.20	0.82	7.50%	21.73%	23.38%
Nippon India Growth Mid Cap Fund	43,982.51	0.72	8.88%	26.27%	22.41%
HDFC Mid Cap Fund	94,256.90	0.76	8.49%	25.05%	22.33%
Edelweiss Mid Cap Fund	14,355.22	0.46	8.26%	26.21%	22.11%
Mahindra Manulife Mid Cap Fund	4,440.12	0.58	6.99%	25.52%	21.67%
Invesco India Midcap Fund	10,771.90	0.54	9.04%	26.89%	21.30%
ICICI Pru Midcap Fund	7,280.38	1.03	17.21%	25.69%	20.52%
Quant Mid Cap Fund	7,283.39	0.82	4.32%	17.33%	20.37%
Sundaram Mid Cap Fund	12,917.24	0.86	7.98%	24.64%	19.90%
Kotak Midcap Fund	61,694.40	0.38	8.51%	21.46%	19.41%

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Overview of Mid Cap Mutual Funds

Motilal Oswal Midcap Fund

AUM
₹ 33,689.20 Cr.
Expense Ratio
0.82%
5Y CAGR
23.38%

Performance

The fund's annualised performance has been 20.78% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.79% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 66.88% along with the largest allocation towards Others at 19.79%.

Nippon India Growth Mid Cap Fund

AUM
₹ 43,982.51 Cr.
Expense Ratio
0.72%
5Y CAGR
22.41%

Performance

The fund's annualised performance has been 17.79% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.05% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 61.39% along with the largest allocation towards Specialized Finance at 9%.

HDFC Mid Cap Fund

AUM
₹ 94,256.90 Cr.
Expense Ratio
0.76%
5Y CAGR
22.33%

Performance

The fund's annualised performance has been 19.97% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.94% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 63.77% along with the largest allocation towards Private Banks at 11.15%.

Edelweiss Mid Cap Fund

AUM
₹ 14,355.22 Cr.
Expense Ratio
0.46%
5Y CAGR
22.11%

Performance

The fund's annualised performance has been 20.89% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.54% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 65.33% along with the largest allocation towards Specialized Finance at 11.69%.

Mahindra Manulife Mid Cap Fund

AUM
₹ 4,440.12 Cr.
Expense Ratio
0.58%
5Y CAGR
21.67%

Performance

The fund's annualised performance has been 17.3% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.57% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 69.12% along with the largest allocation towards Pharmaceuticals at 9.28%.

Invesco India Midcap Fund

AUM
₹ 10,771.90 Cr.
Expense Ratio
0.54%
5Y CAGR
21.3%

Performance

The fund's annualised performance has been 20.12% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.9% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 57.57% along with the largest allocation towards Private Banks at 15.02%.

ICICI Pru Midcap Fund

AUM
₹ 7,280.38 Cr.
Expense Ratio
1.03%
5Y CAGR
20.52%

Performance

The fund's annualised performance has been 18.94% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.96% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 64.5% along with the largest allocation towards Iron & Steel at 12.66%.

Quant Mid Cap Fund

AUM
₹ 7,283.39 Cr.
Expense Ratio
0.82%
5Y CAGR
20.37%

Performance

The fund's annualised performance has been 16.04% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.96% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 69.8% along with the largest allocation towards Miscellaneous at 18.09%.

Sundaram Mid Cap Fund

AUM
₹ 12,917.24 Cr.
Expense Ratio
0.86%
5Y CAGR
19.9%

Performance

The fund's annualised performance has been 17.41% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.16% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 61.6% along with the largest allocation towards Private Banks at 7.08%.

Kotak Midcap Fund

AUM
₹ 61,694.40 Cr.
Expense Ratio
0.38%
5Y CAGR
19.41%

Performance

The fund's annualised performance has been 19.58% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.75% vs its category average of 15.56%.

Composition

Mid Cap makes up for the majority of the fund at 68.9% along with the largest allocation towards Specialized Finance at 11.58%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.