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: 5,08,802 Cr

Best performing Mid Cap Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Motilal Oswal Midcap Fund	39,628.56	0.67	1.07%	17.97%	18.71%
Invesco India Midcap Fund	15,831.37	0.49	7.69%	23.07%	18.04%
HSBC Midcap Fund	16,771.54	0.53	16.12%	21.58%	17.31%
HDFC Mid Cap Fund	1,01,856.06	0.60	2.50%	16.05%	17.26%
Edelweiss Mid Cap Fund	18,724.52	0.42	4.23%	19.26%	16.49%
Nippon India Growth Mid Cap Fund	48,905.07	0.59	4.76%	17.02%	16.11%
Mahindra Manulife Mid Cap Fund	4,892.19	0.50	5.31%	16.34%	15.49%
Sundaram Mid Cap Fund	13,453.00	0.76	1.96%	16.84%	15.35%
ICICI Pru Mid Cap Fund	7,960.87	0.89	7.72%	19.77%	14.88%
Kotak Mid Cap Fund	66,613.26	0.36	2.58%	15.78%	14.75%

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Overview of Mid Cap Mutual Funds

Motilal Oswal Midcap Fund

AUM
₹ 39,628.56 Cr.
Base Exp. Ratio
0.67%
5Y CAGR
18.71%

Performance

The fund's annualised performance has been 21.51% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.14% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 62.49% along with the largest allocation towards Others at 22.33%.

Invesco India Midcap Fund

AUM
₹ 15,831.37 Cr.
Base Exp. Ratio
0.49%
5Y CAGR
18.04%

Performance

The fund's annualised performance has been 20.73% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.85% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 75.19% along with the largest allocation towards Labs & Life Sciences Services at 17.23%.

HSBC Midcap Fund

AUM
₹ 16,771.54 Cr.
Base Exp. Ratio
0.53%
5Y CAGR
17.31%

Performance

The fund's annualised performance has been 19.79% 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 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 60.79% along with the largest allocation towards Electrical Components & Equipments at 12.79%.

HDFC Mid Cap Fund

AUM
₹ 1,01,856.06 Cr.
Base Exp. Ratio
0.6%
5Y CAGR
17.26%

Performance

The fund's annualised performance has been 19.76% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.45% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 62.95% along with the largest allocation towards Pharmaceuticals at 12.57%.

Edelweiss Mid Cap Fund

AUM
₹ 18,724.52 Cr.
Base Exp. Ratio
0.42%
5Y CAGR
16.49%

Performance

The fund's annualised performance has been 20.77% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.76% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 60.98% along with the largest allocation towards Others at 9.74%.

Nippon India Growth Mid Cap Fund

AUM
₹ 48,905.07 Cr.
Base Exp. Ratio
0.59%
5Y CAGR
16.11%

Performance

The fund's annualised performance has been 17.76% 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 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 64.21% along with the largest allocation towards Others at 9.24%.

Mahindra Manulife Mid Cap Fund

AUM
₹ 4,892.19 Cr.
Base Exp. Ratio
0.5%
5Y CAGR
15.49%

Performance

The fund's annualised performance has been 17.11% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.13% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 58.17% along with the largest allocation towards Private Banks at 9.93%.

Sundaram Mid Cap Fund

AUM
₹ 13,453.00 Cr.
Base Exp. Ratio
0.76%
5Y CAGR
15.35%

Performance

The fund's annualised performance has been 17.36% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.19% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 64.51% along with the largest allocation towards Others at 9.98%.

ICICI Pru Mid Cap Fund

AUM
₹ 7,960.87 Cr.
Base Exp. Ratio
0.89%
5Y CAGR
14.88%

Performance

The fund's annualised performance has been 18.8% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 18.61% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 69.22% along with the largest allocation towards Others at 12.82%.

Kotak Mid Cap Fund

AUM
₹ 66,613.26 Cr.
Base Exp. Ratio
0.36%
5Y CAGR
14.75%

Performance

The fund's annualised performance has been 19.45% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.41% vs its category average of 16.36%.

Composition

Mid Cap makes up for the majority of the fund at 66.21% along with the largest allocation towards Pharmaceuticals at 9.62%.

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.