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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: 39
  • 💰 Total AUM: 5,26,107 Cr

Best performing Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal Midcap Fund40,036.070.954.93%21.27%23.83%
Invesco India Midcap Fund14,721.450.7414.91%26.13%21.52%
HDFC Mid Cap Fund1,05,142.690.7513.50%20.34%21.15%
Nippon India Growth Mid Cap Fund50,750.810.8014.09%21.44%20.37%
Edelweiss Mid Cap Fund18,693.490.7113.59%23.57%20.20%
Mahindra Manulife Mid Cap Fund5,186.230.7618.52%22.48%20.19%
HSBC Midcap Fund15,351.911.2225.06%25.92%20.09%
Sundaram Mid Cap Fund14,504.361.0614.27%21.90%19.45%
ICICI Pru Midcap Fund7,953.691.1320.07%23.94%19.12%
Kotak Midcap Fund69,282.830.5111.51%20.05%18.39%

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Overview of Mid Cap Mutual Funds

Motilal Oswal Midcap Fund
  • AUM
    ₹ 40,036.07 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    23.83%
Performance
The fund's annualised performance has been 22.02% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.59% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 66.97% along with the largest allocation towards Others at 16.55%.
Invesco India Midcap Fund
  • AUM
    ₹ 14,721.45 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    21.52%
Performance
The fund's annualised performance has been 21.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.16% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 64.07% along with the largest allocation towards Private Banks at 13.82%.
HDFC Mid Cap Fund
  • AUM
    ₹ 1,05,142.69 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    21.15%
Performance
The fund's annualised performance has been 20.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.07% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 65.3% along with the largest allocation towards Private Banks at 11.39%.
Nippon India Growth Mid Cap Fund
  • AUM
    ₹ 50,750.81 Cr.
  • Expense Ratio
    0.8%
  • 5Y CAGR
    20.37%
Performance
The fund's annualised performance has been 18.42% 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 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 66.24% along with the largest allocation towards Private Banks at 8.29%.
Edelweiss Mid Cap Fund
  • AUM
    ₹ 18,693.49 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    20.2%
Performance
The fund's annualised performance has been 21.5% 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 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 67.67% along with the largest allocation towards Private Banks at 10.43%.
Mahindra Manulife Mid Cap Fund
  • AUM
    ₹ 5,186.23 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    20.19%
Performance
The fund's annualised performance has been 18.6% 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 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 70.84% along with the largest allocation towards Private Banks at 12.72%.
HSBC Midcap Fund
  • AUM
    ₹ 15,351.91 Cr.
  • Expense Ratio
    1.22%
  • 5Y CAGR
    20.09%
Performance
The fund's annualised performance has been 20.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.24% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 71.84% along with the largest allocation towards Electrical Components & Equipments at 12.22%.
Sundaram Mid Cap Fund
  • AUM
    ₹ 14,504.36 Cr.
  • Expense Ratio
    1.06%
  • 5Y CAGR
    19.45%
Performance
The fund's annualised performance has been 18.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.39% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 66.95% along with the largest allocation towards Others at 10.93%.
ICICI Pru Midcap Fund
  • AUM
    ₹ 7,953.69 Cr.
  • Expense Ratio
    1.13%
  • 5Y CAGR
    19.12%
Performance
The fund's annualised performance has been 19.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.37% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 67.17% along with the largest allocation towards Iron & Steel at 11.5%.
Kotak Midcap Fund
  • AUM
    ₹ 69,282.83 Cr.
  • Expense Ratio
    0.51%
  • 5Y CAGR
    18.39%
Performance
The fund's annualised performance has been 20.31% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.81% vs its category average of 15.04%.
Composition
Mid Cap makes up for the majority of the fund at 67.04% along with the largest allocation towards Specialized Finance at 10.32%.
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.