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Equity Funds with Competitive Returns and Low Expense Ratio

Explore Mid Cap Funds with 3Y CAGR up to 52%, 5Y CAGR up to 152%, and 10Y CAGR up to 74%. These funds have an expense ratio below 1%. AUM ranges from ₹4,000 Cr to ₹1,33,309 Cr.

Created by

@vjjaykpvjjaykp

Showing 1 - 10 of 10 results

last updated at 11:00 PM IST 
NameMFs (10)Sub CategorySub CategoryPlanPlanAUMAUMCAGR 3YCAGR 3YExpense RatioExpense RatioCAGR 5YCAGR 5YCAGR 10YCAGR 10YTracking ErrorTracking ErrorVolatilityVolatilityCategory St DevCategory St DevAlphaAlphaSEBI Risk CategorySEBI Risk CatSharpe RatioSharpe RatioSortino RatioSortino RatioAbsolute Returns - 1YAbsolute Ret. - 1Y
1.HDFC Mid Cap Fund
HDFC Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
94,256.90
94,256.90
23.17
23.17
0.76
0.76
20.52
20.52
18.44
18.44
-
-
14.44
14.44
16.09
16.09
-
-
Very High
Very High
0.24
0.24
0.02
0.02
6.56
6.56
2.Kotak Midcap Fund
Kotak Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
61,694.40
61,694.40
19.93
19.93
0.38
0.38
17.81
17.81
18.73
18.73
-
-
16.09
16.09
16.09
16.09
-
-
Very High
Very High
0.26
0.26
0.03
0.03
6.65
6.65
3.Nippon India Growth Mid Cap Fund
Nippon India Growth Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
43,982.51
43,982.51
24.03
24.03
0.72
0.72
20.61
20.61
19.08
19.08
-
-
16.48
16.48
16.09
16.09
-
-
Very High
Very High
0.15
0.15
0.02
0.02
5.52
5.52
4.Axis Midcap Fund
Axis Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
31,977.12
31,977.12
18.58
18.58
0.55
0.55
14.89
14.89
17.61
17.61
-
-
15.01
15.01
16.09
16.09
-
-
Very High
Very High
0.09
0.09
0.01
0.01
4.06
4.06
5.DSP Midcap Fund
DSP Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
19,640.75
19,640.75
18.91
18.91
0.73
0.73
12.83
12.83
15.39
15.39
-
-
15.83
15.83
16.09
16.09
-
-
Very High
Very High
0.13
0.13
0.01
0.01
4.47
4.47
6.Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
14,355.22
14,355.22
23.96
23.96
0.46
0.46
20.28
20.28
19.26
19.26
-
-
15.96
15.96
16.09
16.09
-
-
Very High
Very High
0.18
0.18
0.02
0.02
5.32
5.32
7.Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
13,235.50
13,235.50
22.92
22.92
0.86
0.86
18.35
18.35
15.60
15.60
-
-
15.58
15.58
16.09
16.09
-
-
Very High
Very High
0.17
0.17
0.02
0.02
5.35
5.35
8.HSBC Midcap Fund
HSBC Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
12,447.70
12,447.70
23.74
23.74
0.65
0.65
17.33
17.33
17.34
17.34
-
-
17.61
17.61
16.09
16.09
-
-
Very High
Very High
0.49
0.49
0.05
0.05
10.92
10.92
9.Invesco India Midcap Fund
Invesco India Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
10,771.90
10,771.90
24.70
24.70
0.54
0.54
19.62
19.62
19.15
19.15
-
-
17.39
17.39
16.09
16.09
-
-
Very High
Very High
0.17
0.17
0.02
0.02
5.19
5.19
10.Tata Mid Cap Fund
Tata Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
5,505.28
5,505.28
20.32
20.32
0.64
0.64
16.79
16.79
16.92
16.92
-
-
14.62
14.62
16.09
16.09
-
-
Very High
Very High
0.14
0.14
0.01
0.01
4.99
4.99