Mid Cap Mutual Funds

A Midcap Fund or other pooled investment concentrating on businesses with market capitalizations in the middle of the spectrum of listed equities is known as a mid-cap fund. View More

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Mid Cap Mutual Funds List

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Search Result - 30 Mutual Funds

Fund Name	Fund Size (Cr.)	3Y Returns	5Y Returns
Motilal Oswal Midcap Fund-Dir Growth Equity Mid Cap Fund	26,028	30.94%	39.22%	Invest
HDFC Mid-Cap Opportunities Fund - Direct Growth Equity Mid Cap Fund	72,610	27.51%	34.23%	Invest
Edelweiss Mid Cap Fund - Direct Growth Equity Mid Cap Fund	8,634	27.11%	34.80%	Invest
Invesco India Midcap Fund - Direct Growth Equity Mid Cap Fund	5,779	26.90%	31.64%	Invest
Nippon India Growth Fund - Direct Growth Equity Mid Cap Fund	33,175	26.22%	34.47%	Invest
ITI Mid Cap Fund - Direct Growth Equity Mid Cap Fund	1,092	25.84%	-	Invest
Mahindra Manulife Mid Cap Fund - Direct Growth Equity Mid Cap Fund	3,398	25.60%	32.19%	Invest
Sundaram Mid Cap Fund - Direct Growth Equity Mid Cap Fund	11,333	25.29%	30.55%	Invest
Franklin India Prima Fund - Direct Growth Equity Mid Cap Fund	11,443	25.28%	29.42%	Invest
HSBC Midcap Fund - Direct Growth Equity Mid Cap Fund	10,362	23.50%	27.66%	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
Motilal Oswal Midcap Fund-Dir Growth Equity Mid Cap Fund	19.29% Fund Size (Cr.) - 26,028 Invest
HDFC Mid-Cap Opportunities Fund - Direct Growth Equity Mid Cap Fund	11.04% Fund Size (Cr.) - 72,610 Invest
Edelweiss Mid Cap Fund - Direct Growth Equity Mid Cap Fund	18.84% Fund Size (Cr.) - 8,634 Invest
Invesco India Midcap Fund - Direct Growth Equity Mid Cap Fund	18.47% Fund Size (Cr.) - 5,779 Invest
Nippon India Growth Fund - Direct Growth Equity Mid Cap Fund	11.63% Fund Size (Cr.) - 33,175 Invest
ITI Mid Cap Fund - Direct Growth Equity Mid Cap Fund	5.05% Fund Size (Cr.) - 1,092 Invest
Mahindra Manulife Mid Cap Fund - Direct Growth Equity Mid Cap Fund	8.33% Fund Size (Cr.) - 3,398 Invest
Sundaram Mid Cap Fund - Direct Growth Equity Mid Cap Fund	11.65% Fund Size (Cr.) - 11,333 Invest
Franklin India Prima Fund - Direct Growth Equity Mid Cap Fund	14.15% Fund Size (Cr.) - 11,443 Invest
HSBC Midcap Fund - Direct Growth Equity Mid Cap Fund	7.80% Fund Size (Cr.) - 10,362 Invest

Who should invest in Mid-Cap Mutual Funds?

A class of equity mutual funds known as “mid-cap funds” invests in midcap stocks. Companies with mid-cap stocks fall between 101st and 250th in market capitalization. Investors ready to assume the risk connected with them can invest in midcap funds because they are pure equity funds. View More

Features of Mid Cap Mutual Funds

Competitive Statistics
Mid-cap Mutual funds buy stocks of mid-cap companies. If they perform well enough, these businesses have the potential to expand and move up to the large-cap category. They offer competitive returns and have significant growth potential, as evidenced by the fund’s performance.

Payments
Mid-cap companies offer superior returns than large-cap companies over the long term given their growth potential and risk element. The performance of mid-cap growth funds also reflects this.

Appropriate for Long-Term Investors
Due to their superior long-term performance, mid-cap growth funds are best suited for long-term investing. This is because of the long-term potential for growth of the businesses that these funds invest in.

High potential for growth
As the name implies, mid-cap equities supplied by medium-sized companies aren’t on par with large-cap enterprises. Stocks of medium-sized businesses have the ability to generate large returns on investment due to their potential for long-term growth.

Returns can successfully outpace inflation
Mid-cap companies have the potential to outperform inflation in the long run due to their ability to provide startlingly high rates of return on investments.

Risky and safe investment tactics
The risk factor for investing in mid-cap companies is higher. This is so that mid-cap stocks, which aim to provide high returns, can invest in securities with a higher risk component. High rewards also typically come with higher process risks.

Mid-cap funds can support high-risk and low-risk investing strategies, depending on the state of the market, providing investors with stability and growth. You can quickly achieve your financial goals by including mid-caps in your portfolio. View More

Factors to consider while investing in Mid Cap Funds

Performance of Mutual Funds
Before making an investment decision, one must consider the performance of the investment. Investors must evaluate mid-cap funds’ historical performance. They must evaluate the fund’s performance during the last 5-7 years. Compare the fund’s performance to that of the midcap fund category. Compare your results to the benchmark. Investors can choose mid-cap mutual funds to invest in only if the funds outperform the category and the benchmark. View More

The expense to Income Ratio
When investing in a mutual fund, it is critical to analyze the fund’s expense ratio. SEBI has set expenditure ratio caps for mutual funds based on type and category. However, investors must choose funds with the lowest expense ratio.

Taxation
Mutual fund taxation is critical. This is because investors invest in getting taxable returns. Mid-cap funds do not qualify for tax breaks under Section 80C of the Income Tax Act. Mid-cap funds’ returns are likewise taxable. Short-term capital gains (gains made within one year of investment) are taxed at 15%. Long-term capital gains are taxed at a rate of 10%. Furthermore, long-term capital gains are taxed if they exceed INR 1,000,000 in a fiscal year.

Financial Objectives
Financial objectives are crucial considerations when selecting mid-cap funds. Mid-cap mutual funds are best suited for long-term financial goals such as a child’s education, marriage, or home construction (after ten years). Mid-cap funds are not appropriate for short-term financial goals like purchasing a car or going on a vacation.

Age
An investor’s age should be considered before investing in midcap funds. Young investors will have long investment horizons and few financial obligations. As a result, they will be more willing to take risks than those nearing retirement. As a result, investors must examine their age before investing in these funds.

Risk Comprehension
Investors may be willing to take risks. They may, however, be unwilling to incur the danger. Before investing in mid-cap funds, investors should understand the risks involved. 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.

Direct or Regular Plan
These plans are offered directly by mutual fund companies. These do not necessitate the use of a third-party agent. As a result, direct plans have no additional commissions, resulting in a lower expense ratio. On the other hand, individuals can obtain regular plans via intermediaries such as brokers, directors, and so on.

Taxability of Mid Cap Funds

Taxation on mutual fund investments becomes a factor when the investor chooses to redeem the mutual fund units. View More

Risks Involved With Mid Cap Funds

Benchmarking Mid-Cap Funds Is Challenging
This is a particular issue that affects mid-caps and small-caps only. Because they represent the largest firms in the market in terms of market capitalization, the Sensex or the Nifty can readily be used as a benchmark for the large-size fund. When comparing large-cap diversified funds, benchmarking is easier. View More

Advantages of Mid-Cap Funds

Compared to individual mid-cap equities and other fund kinds, mid-cap funds have some advantages. Holding only a few mid-cap funds is typically significantly riskier than holding multiple large-cap companies, despite being less volatile than small-cap stocks. Investors can benefit from the growth potential of mid-cap funds without taking on company-specific risks by investing in a mid-cap fund. View More

Popular Mid Cap Mutual Funds

Fund Name
Min Investment Amt
AUM
3Y Returns

Motilal Oswal Midcap Fund-Dir Growth

₹ 500

₹ 26,0280

30.94%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 26,028

3Y Return

30.94%

HDFC Mid-Cap Opportunities Fund - Direct Growth

₹ 100

₹ 72,6100

27.51%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 72,610

3Y Return

27.51%

Edelweiss Mid Cap Fund - Direct Growth

₹ 100

₹ 8,6340

27.11%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 8,634

3Y Return

27.11%

Invesco India Midcap Fund - Direct Growth

₹ 500

₹ 5,7790

26.90%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 5,779

3Y Return

26.90%

Nippon India Growth Fund - Direct Growth

₹ 100

₹ 33,1750

26.22%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 33,175

3Y Return

26.22%

ITI Mid Cap Fund - Direct Growth

₹ 500

₹ 1,0920

25.84%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 1,092

3Y Return

25.84%

Mahindra Manulife Mid Cap Fund - Direct Growth

₹ 500

₹ 3,3980

25.60%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 3,398

3Y Return

25.60%

Sundaram Mid Cap Fund - Direct Growth

₹ 100

₹ 11,3330

25.29%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 11,333

3Y Return

25.29%

Franklin India Prima Fund - Direct Growth

₹ 500

₹ 11,4430

25.28%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 11,443

3Y Return

25.28%

HSBC Midcap Fund - Direct Growth

₹ 500

₹ 10,3620

23.50%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 10,362

3Y Return

23.50%

FAQs

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.

Mid Cap Mutual Funds

Kickstart your SIP journey with just ₹100!

Mid Cap Mutual Funds List

Category

Sub Category

Rating

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

Motilal Oswal Midcap Fund-Dir Growth

₹ 500

₹ 26,0280

30.94%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 26,028

3Y Return

30.94%

HDFC Mid-Cap Opportunities Fund - Direct Growth

₹ 100

₹ 72,6100

27.51%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 72,610

3Y Return

27.51%

Edelweiss Mid Cap Fund - Direct Growth

₹ 100

₹ 8,6340

27.11%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 8,634

3Y Return

27.11%

Invesco India Midcap Fund - Direct Growth

₹ 500

₹ 5,7790

26.90%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 5,779

3Y Return

26.90%

Nippon India Growth Fund - Direct Growth

₹ 100

₹ 33,1750

26.22%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 33,175

3Y Return

26.22%

ITI Mid Cap Fund - Direct Growth

₹ 500

₹ 1,0920

25.84%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 1,092

3Y Return

25.84%

Mahindra Manulife Mid Cap Fund - Direct Growth

₹ 500

₹ 3,3980

25.60%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 3,398

3Y Return

25.60%

Sundaram Mid Cap Fund - Direct Growth

₹ 100

₹ 11,3330

25.29%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 11,333

3Y Return

25.29%

Franklin India Prima Fund - Direct Growth

₹ 500

₹ 11,4430

25.28%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 11,443

3Y Return

25.28%

HSBC Midcap Fund - Direct Growth

₹ 500

₹ 10,3620

23.50%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 10,362

3Y Return

23.50%

FAQs

Is a mid-cap fund a good long-term investment?

Which companies are midcap?

Which is superior, small or mid-cap?

What is the minimum amount required to invest in Mid Cap Mutual Funds?

Are Mid Cap Mutual Funds risky?

When should you consider investing in mid-cap funds?

Is there a time limit on Large and Mid Cap Funds?

Open Free Demat Account

Mid Cap Mutual Funds

Kickstart your SIP journey with just ₹100!

Mid Cap Mutual Funds List

Category

Sub Category

Rating

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

Motilal Oswal Midcap Fund-Dir Growth ₹ 500 ₹ 26,0280 30.94% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 26,028 3Y Return 30.94%

HDFC Mid-Cap Opportunities Fund - Direct Growth ₹ 100 ₹ 72,6100 27.51% Min SIP Investment Amt ₹ ₹ 100 AUM (Cr.) ₹ 72,610 3Y Return 27.51%

Edelweiss Mid Cap Fund - Direct Growth ₹ 100 ₹ 8,6340 27.11% Min SIP Investment Amt ₹ ₹ 100 AUM (Cr.) ₹ 8,634 3Y Return 27.11%

Invesco India Midcap Fund - Direct Growth ₹ 500 ₹ 5,7790 26.90% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 5,779 3Y Return 26.90%

Nippon India Growth Fund - Direct Growth ₹ 100 ₹ 33,1750 26.22% Min SIP Investment Amt ₹ ₹ 100 AUM (Cr.) ₹ 33,175 3Y Return 26.22%

ITI Mid Cap Fund - Direct Growth ₹ 500 ₹ 1,0920 25.84% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 1,092 3Y Return 25.84%

Mahindra Manulife Mid Cap Fund - Direct Growth ₹ 500 ₹ 3,3980 25.60% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 3,398 3Y Return 25.60%

Sundaram Mid Cap Fund - Direct Growth ₹ 100 ₹ 11,3330 25.29% Min SIP Investment Amt ₹ ₹ 100 AUM (Cr.) ₹ 11,333 3Y Return 25.29%

Franklin India Prima Fund - Direct Growth ₹ 500 ₹ 11,4430 25.28% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 11,443 3Y Return 25.28%

HSBC Midcap Fund - Direct Growth ₹ 500 ₹ 10,3620 23.50% Min SIP Investment Amt ₹ ₹ 500 AUM (Cr.) ₹ 10,362 3Y Return 23.50%

FAQs

Is a mid-cap fund a good long-term investment?

Which companies are midcap?

Which is superior, small or mid-cap?

What is the minimum amount required to invest in Mid Cap Mutual Funds?

Are Mid Cap Mutual Funds risky?

When should you consider investing in mid-cap funds?

Is there a time limit on Large and Mid Cap Funds?

Open Free Demat Account

Motilal Oswal Midcap Fund-Dir Growth

₹ 500

₹ 26,0280

30.94%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 26,028

3Y Return

30.94%

HDFC Mid-Cap Opportunities Fund - Direct Growth

₹ 100

₹ 72,6100

27.51%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 72,610

3Y Return

27.51%

Edelweiss Mid Cap Fund - Direct Growth

₹ 100

₹ 8,6340

27.11%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 8,634

3Y Return

27.11%

Invesco India Midcap Fund - Direct Growth

₹ 500

₹ 5,7790

26.90%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 5,779

3Y Return

26.90%

Nippon India Growth Fund - Direct Growth

₹ 100

₹ 33,1750

26.22%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 33,175

3Y Return

26.22%

ITI Mid Cap Fund - Direct Growth

₹ 500

₹ 1,0920

25.84%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 1,092

3Y Return

25.84%

Mahindra Manulife Mid Cap Fund - Direct Growth

₹ 500

₹ 3,3980

25.60%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 3,398

3Y Return

25.60%

Sundaram Mid Cap Fund - Direct Growth

₹ 100

₹ 11,3330

25.29%

Min SIP Investment Amt

₹ ₹ 100

AUM (Cr.)

₹ 11,333

3Y Return

25.29%

Franklin India Prima Fund - Direct Growth

₹ 500

₹ 11,4430

25.28%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 11,443

3Y Return

25.28%

HSBC Midcap Fund - Direct Growth

₹ 500

₹ 10,3620

23.50%

Min SIP Investment Amt

₹ ₹ 500

AUM (Cr.)

₹ 10,362

3Y Return

23.50%