Who should invest in Mid-Cap Mutual Funds?
Features of Mid Cap Mutual Funds
Factors to consider while investing in Mid Cap Funds
Taxability of Mid Cap Funds
Risks Involved With Mid Cap Funds
Advantages of Mid-Cap Funds
Popular Mid Cap Mutual Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Mid Cap Fund is an Mid Cap scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹1,872 Crores, this scheme's latest NAV is ₹146.9907 as of 26-05-23.
Quant Mid Cap Fund scheme has delivered a return performance of 18.7% in the last 1 year, 41.1% in the last 3 years, and an 16.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,872
- 3Y Return
- 18.7%
AXIS Midcap Fund is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shreyash Devalkar. With an impressive AUM of ₹19,539 Crores, this scheme's latest NAV is ₹80.47 as of 26-05-23.
AXIS Midcap Fund scheme has delivered a return performance of 18.6% in the last 1 year, 28% in the last 3 years, and an 18.5% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹500
- AUM (Cr.)
- ₹19,539
- 3Y Return
- 18.6%
Baroda BNP Paribas Mid Cap Fund is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shiv Chanani. With an impressive AUM of ₹1,239 Crores, this scheme's latest NAV is ₹70.7358 as of 26-05-23.
Baroda BNP Paribas Mid Cap Fund scheme has delivered a return performance of 18.2% in the last 1 year, 33.2% in the last 3 years, and an 18.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,239
- 3Y Return
- 18.2%
Kotak Emerging Equity Fund is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹25,971 Crores, this scheme's latest NAV is ₹89.718 as of 26-05-23.
Kotak Emerging Equity Fund scheme has delivered a return performance of 20.9% in the last 1 year, 37.3% in the last 3 years, and an 19.6% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹25,971
- 3Y Return
- 20.9%
UTI-Mid Cap Fund is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Ankit Agarwal. With an impressive AUM of ₹7,288 Crores, this scheme's latest NAV is ₹213.4487 as of 26-05-23.
UTI-Mid Cap Fund scheme has delivered a return performance of 20.3% in the last 1 year, 34.1% in the last 3 years, and an 18.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹7,288
- 3Y Return
- 20.3%
HDFC Mid-Cap Opportunities Fund is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹36,911 Crores, this scheme's latest NAV is ₹118.204 as of 26-05-23.
HDFC Mid-Cap Opportunities Fund scheme has delivered a return performance of 30.1% in the last 1 year, 38.6% in the last 3 years, and an 19.3% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹36,911
- 3Y Return
- 30.1%
SBI Magnum Midcap Fund is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Sohini Andani. With an impressive AUM of ₹9,370 Crores, this scheme's latest NAV is ₹172.1869 as of 26-05-23.
SBI Magnum Midcap Fund scheme has delivered a return performance of 21.5% in the last 1 year, 41.5% in the last 3 years, and an 19.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹9,370
- 3Y Return
- 21.5%
Nippon India Growth Fund is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Rupesh Patel. With an impressive AUM of ₹14,143 Crores, this scheme's latest NAV is ₹2471.9211 as of 26-05-23.
Nippon India Growth Fund scheme has delivered a return performance of 24.8% in the last 1 year, 38.6% in the last 3 years, and an 16.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹14,143
- 3Y Return
- 24.8%
PGIM India Midcap Opportunities Fund is an Mid Cap scheme that was launched on 02-12-13 and is currently under the management of our experienced fund manager Aniruddha Naha. With an impressive AUM of ₹8,072 Crores, this scheme's latest NAV is ₹50.27 as of 26-05-23.
PGIM India Midcap Opportunities Fund scheme has delivered a return performance of 17.5% in the last 1 year, 42.7% in the last 3 years, and an 18.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹8,072
- 3Y Return
- 17.5%
Edelweiss Mid Cap Fund is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹2,787 Crores, this scheme's latest NAV is ₹62.723 as of 26-05-23.
Edelweiss Mid Cap Fund scheme has delivered a return performance of 24.1% in the last 1 year, 37.6% in the last 3 years, and an 20.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹2,787
- 3Y Return
- 24.1%
Frequently Asked Questions
Is a mid-cap fund a good long-term investment?
Mid Cap Funds typically outperform the market in terms of long-term returns. However, they may underperform in short to medium term. Investors must be willing to stay involved if they wish to benefit from this fund type.
Which companies are midcap?
Companies with a market capitalization between 5000 to 20000 Crores are known as mid-cap companies.
Which is superior, small or mid-cap?
Mid-cap stocks are slightly riskier than large-cap stocks but slightly safer than small-cap stocks. Small-cap stocks are riskier than large-cap ones. Despite the danger, these stocks have a high growth potential.
What is the minimum amount required to invest in Mid Cap Mutual Funds?
Mid Mutual Funds are similar to other mutual funds. You don’t need much money to start investing here, either. You can begin with as little as Rs. 500 in SIPs.
Are Mid Cap Mutual Funds risky?
Mid Cap Mutual Funds invest in equities, which can be volatile soon. However, the risk decreases significantly over time.
When should you consider investing in mid-cap funds?
Mid-cap funds are a two-edged sword. They can increase in size and make profits, or they might contract. This is why the best time to invest in mid-cap funds is when market circumstances are predicted to improve and the investor is willing to hold the investment for a long time to profit from long-term benefits.
These are market-sensitive, and while they may have the potential to earn profits, they may also have downside risks. Investors concerned about tiny short-term market changes should consider diversifying their investments. Despite market swings, investors who can stay invested in mid-cap funds for the long term can earn significant returns.
Is there a time limit on Large and Mid Cap Funds?
Large and Mid Cap Funds do not have a lock-in period. You are free to enter and exit at any moment.