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Mid Cap Mutual Funds

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: 29
  • 💰 Total AUM: 2,48,641 Cr

Best performing Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Mid Cap Mutual Funds

Quant Mid Cap Fund
  • AUM
    ₹ 3,781.48 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    29.19%
Performance
The fund's annualised performance has been 18.64% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.55% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 69.33% along with the largest allocation towards Oil & Gas - Refining & Marketing at 17.43%.
PGIM India Midcap Opp Fund
  • AUM
    ₹ 9,800.28 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    26.86%
Performance
The fund's annualised performance has been 19.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.64% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 63.51% along with the largest allocation towards Auto Parts at 11.88%.
Motilal Oswal Midcap Fund
  • AUM
    ₹ 6,059.92 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    26.07%
Performance
The fund's annualised performance has been 23.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.08% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 66.49% along with the largest allocation towards IT Services & Consulting at 24.14%.
Nippon India Growth Fund
  • AUM
    ₹ 21,380.48 Cr.
  • Expense Ratio
    0.88%
  • 5Y CAGR
    25.34%
Performance
The fund's annualised performance has been 18.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.03% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 56.58% along with the largest allocation towards Pharmaceuticals at 7.36%.
Edelweiss Mid Cap Fund
  • AUM
    ₹ 4,267.00 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    25.08%
Performance
The fund's annualised performance has been 21.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.33% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 63.6% along with the largest allocation towards Specialized Finance at 9.72%.
Mahindra Manulife Mid Cap Fund
  • AUM
    ₹ 1,553.59 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    24.33%
Performance
The fund's annualised performance has been 18.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.99% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 60.53% along with the largest allocation towards Pharmaceuticals at 5.97%.
Kotak Emerging Equity Fund
  • AUM
    ₹ 33,699.92 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    23.77%
Performance
The fund's annualised performance has been 20.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.2% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 61.88% along with the largest allocation towards Auto Parts at 9.48%.
HDFC Mid-Cap Opportunities Fund
  • AUM
    ₹ 47,846.43 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    23.74%
Performance
The fund's annualised performance has been 21.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.46% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 58.28% along with the largest allocation towards Auto Parts at 10.84%.
SBI Magnum Midcap Fund
  • AUM
    ₹ 14,454.73 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    23.66%
Performance
The fund's annualised performance has been 20.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.77% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 62.71% along with the largest allocation towards Auto Parts at 10.86%.
Tata Mid Cap Growth Fund
  • AUM
    ₹ 2,852.79 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    23.53%
Performance
The fund's annualised performance has been 20.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.48% vs its category average of 10.86%.
Composition
Mid Cap makes up for the majority of the fund at 65.27% along with the largest allocation towards Private Banks at 9.4%.
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.