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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: 31
  • 💰 Total AUM: 4,30,241 Cr

Best performing Mid Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal Midcap Fund33,608.530.701.10%29.46%33.65%
Edelweiss Mid Cap Fund11,026.930.391.07%25.41%29.78%
Invesco India Midcap Fund7,801.800.559.84%28.53%28.63%
Nippon India Growth Mid Cap Fund39,065.550.710.23%25.15%28.62%
Quant Mid Cap Fund8,778.420.7016.28%18.41%28.49%
HDFC Mid Cap Fund83,847.390.741.72%26.02%28.48%
Kotak Midcap Fund57,375.200.371.82%22.40%27.88%
Mahindra Manulife Mid Cap Fund3,920.880.466.02%23.72%27.57%
Union Midcap Fund1,502.530.690.63%20.13%26.39%
Mirae Asset Midcap Fund17,030.610.572.15%19.64%26.34%

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Overview of Mid Cap Mutual Funds

Motilal Oswal Midcap Fund
  • AUM
    ₹ 33,608.53 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    33.65%
Performance
The fund's annualised performance has been 23.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.27% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 52.85% along with the largest allocation towards Others at 22.46%.
Edelweiss Mid Cap Fund
  • AUM
    ₹ 11,026.93 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    29.78%
Performance
The fund's annualised performance has been 22.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.66% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 61.12% along with the largest allocation towards Specialized Finance at 9.78%.
Invesco India Midcap Fund
  • AUM
    ₹ 7,801.80 Cr.
  • Expense Ratio
    0.55%
  • 5Y CAGR
    28.63%
Performance
The fund's annualised performance has been 21.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.72% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 59.5% along with the largest allocation towards Specialized Finance at 16.43%.
Nippon India Growth Mid Cap Fund
  • AUM
    ₹ 39,065.55 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    28.62%
Performance
The fund's annualised performance has been 18.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.57% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 66.49% along with the largest allocation towards Specialized Finance at 8.14%.
Quant Mid Cap Fund
  • AUM
    ₹ 8,778.42 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    28.49%
Performance
The fund's annualised performance has been 17.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.46% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 68.84% along with the largest allocation towards Pharmaceuticals at 16.7%.
HDFC Mid Cap Fund
  • AUM
    ₹ 83,847.39 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    28.48%
Performance
The fund's annualised performance has been 21.04% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.33% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 62.1% along with the largest allocation towards Auto Parts at 11.63%.
Kotak Midcap Fund
  • AUM
    ₹ 57,375.20 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    27.88%
Performance
The fund's annualised performance has been 20.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.06% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 62.92% along with the largest allocation towards IT Services & Consulting at 11.2%.
Mahindra Manulife Mid Cap Fund
  • AUM
    ₹ 3,920.88 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    27.57%
Performance
The fund's annualised performance has been 18.49% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.8% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 70.04% along with the largest allocation towards Auto Parts at 10.24%.
Union Midcap Fund
  • AUM
    ₹ 1,502.53 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    26.39%
Performance
The fund's annualised performance has been 34.71% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.47% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 65.2% along with the largest allocation towards Pharmaceuticals at 8.56%.
Mirae Asset Midcap Fund
  • AUM
    ₹ 17,030.61 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    26.34%
Performance
The fund's annualised performance has been 24.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.29% vs its category average of 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 71.17% along with the largest allocation towards Pharmaceuticals at 9.1%.
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.