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: 34
💰 Total AUM: 5,38,423 Cr

Best performing Mid Cap Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Motilal Oswal Midcap Fund	40,036.07	0.64	0.11%	18.59%	20.42%
Invesco India Midcap Fund	15,905.31	0.47	9.41%	23.55%	19.25%
HDFC Mid Cap Fund	1,08,324.55	0.60	6.12%	16.77%	18.34%
Edelweiss Mid Cap Fund	19,891.00	0.41	7.14%	20.58%	18.20%
HSBC Midcap Fund	17,188.24	0.53	17.87%	23.41%	18.05%
Nippon India Growth Mid Cap Fund	52,270.55	0.57	7.61%	18.01%	17.52%
Mahindra Manulife Mid Cap Fund	5,406.37	0.48	8.59%	17.29%	17.40%
ICICI Pru Mid Cap Fund	7,953.69	0.88	13.68%	21.36%	16.76%
Sundaram Mid Cap Fund	14,863.43	0.75	6.05%	17.70%	16.39%
Kotak Mid Cap Fund	69,282.83	0.33	4.80%	17.23%	16.30%

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Overview of Mid Cap Mutual Funds

Motilal Oswal Midcap Fund

AUM
₹ 40,036.07 Cr.
Base Exp. Ratio
0.64%
5Y CAGR
20.42%

Performance

The fund's annualised performance has been 21.55% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 18.62% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 60.69% along with the largest allocation towards Others at 17.89%.

Invesco India Midcap Fund

AUM
₹ 15,905.31 Cr.
Base Exp. Ratio
0.47%
5Y CAGR
19.25%

Performance

The fund's annualised performance has been 20.82% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.08% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 71.43% along with the largest allocation towards Labs & Life Sciences Services at 17.15%.

HDFC Mid Cap Fund

AUM
₹ 1,08,324.55 Cr.
Base Exp. Ratio
0.6%
5Y CAGR
18.34%

Performance

The fund's annualised performance has been 19.92% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.01% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 64.11% along with the largest allocation towards Pharmaceuticals at 11.71%.

Edelweiss Mid Cap Fund

AUM
₹ 19,891.00 Cr.
Base Exp. Ratio
0.41%
5Y CAGR
18.2%

Performance

The fund's annualised performance has been 21% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.05% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 63.64% along with the largest allocation towards Private Banks at 10.29%.

HSBC Midcap Fund

AUM
₹ 17,188.24 Cr.
Base Exp. Ratio
0.53%
5Y CAGR
18.05%

Performance

The fund's annualised performance has been 20.04% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.7% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 61.92% along with the largest allocation towards Electrical Components & Equipments at 13.27%.

Nippon India Growth Mid Cap Fund

AUM
₹ 52,270.55 Cr.
Base Exp. Ratio
0.57%
5Y CAGR
17.52%

Performance

The fund's annualised performance has been 17.96% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.56% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 60.37% along with the largest allocation towards Private Banks at 8.11%.

Mahindra Manulife Mid Cap Fund

AUM
₹ 5,406.37 Cr.
Base Exp. Ratio
0.48%
5Y CAGR
17.4%

Performance

The fund's annualised performance has been 17.51% 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 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 66.57% along with the largest allocation towards Private Banks at 12.11%.

ICICI Pru Mid Cap Fund

AUM
₹ 7,953.69 Cr.
Base Exp. Ratio
0.88%
5Y CAGR
16.76%

Performance

The fund's annualised performance has been 19.17% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.58% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 67.69% along with the largest allocation towards Iron & Steel at 11.96%.

Sundaram Mid Cap Fund

AUM
₹ 14,863.43 Cr.
Base Exp. Ratio
0.75%
5Y CAGR
16.39%

Performance

The fund's annualised performance has been 17.55% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.43% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 62.11% along with the largest allocation towards Others at 8.4%.

Kotak Mid Cap Fund

AUM
₹ 69,282.83 Cr.
Base Exp. Ratio
0.33%
5Y CAGR
16.3%

Performance

The fund's annualised performance has been 19.8% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.73% vs its category average of 15.46%.

Composition

Mid Cap makes up for the majority of the fund at 62.48% along with the largest allocation towards Specialized Finance at 9.61%.

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.