Mid Cap Funds

Invest at least 65% in mid-sized companies (ranked 101–250 by market value). Higher growth potential than large caps, with bigger swings.

Funds: 34
Average 1Y: 6.7%
Average 3Y (p.a.): 17%
Average 5Y (p.a.): 15.6%

All mid cap funds by returns

Mid Cap Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
HSBC Midcap Fund	HSBC Mutual Fund	₹542.16	18.7%	24.2%	–	1.22%	₹17,188 Cr
Invesco India Mid Cap Fund	Invesco Mutual Fund	₹240.16	8%	23.4%	19.7%	0.48%	₹15,905 Cr
WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	₹23.43	13%	22.1%	–	0.95%	₹7,485 Cr
ICICI Prudential Mid Cap Fund	ICICI Prudential Mutual Fund	₹387.28	13.5%	21.5%	17.7%	1.13%	₹8,403 Cr
Edelweiss Mid Cap Fund	Edelweiss Mutual Fund	₹128.11	6.4%	21%	18.5%	0.71%	₹19,891 Cr
ITI Mid Cap Fund	ITI Mutual Fund	₹25.83	10.3%	20.2%	16.7%	0.97%	₹1,539 Cr
JM Mid Cap Fund	JM Financial Mutual Fund	₹22.78	9.3%	19.4%	–	0.86%	₹1,360 Cr
Bandhan Mid Cap Fund	Bandhan Mutual Fund	₹20.61	9.1%	18.7%	–	0.75%	₹2,403 Cr
Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	₹4,948.34	6.4%	18.2%	17.9%	0.8%	₹52,271 Cr
Sundaram Mid Cap Fund	Sundaram Mutual Fund	₹1,632.75	5.3%	18.1%	16.7%	0.75%	₹14,863 Cr
Mahindra Manulife Mid Cap Fund	Mahindra Manulife Mutual Fund	₹41.49	9%	18%	18%	0.76%	₹5,406 Cr
Kotak Mid Cap Fund	Kotak Mahindra Mutual Fund	₹169.71	4.6%	17.7%	16.6%	0.51%	₹71,256 Cr
Motilal Oswal Midcap Fund	Motilal Oswal Mutual Fund	₹103.83	-2.8%	17.7%	20%	–	–
Canara Robeco Mid Cap Fund	Canara Robeco Mutual Fund	₹19.39	4.6%	17.2%	–	0.5%	₹5,231 Cr
HDFC Mid Cap Fund	HDFC Mutual Fund	₹231.41	6%	17.2%	18.9%	0.75%	₹1,08,325 Cr
Union Midcap Fund	Union Mutual Fund	₹57.34	8.5%	17.1%	15.5%	0.67%	₹2,005 Cr
Baroda BNP Paribas Mid Cap Fund	Baroda BNP Paribas Mutual Fund	₹134.89	10.3%	17.1%	–	0.57%	₹2,658 Cr
Axis Midcap Fund	Axis Mutual Fund	₹143.49	6.2%	16.6%	13.1%	0.82%	₹35,425 Cr
LIC MF Mid Cap Fund	LIC Mutual Fund	₹35	5.1%	16.3%	–	1.78%	₹392 Cr
Mirae Asset Midcap Fund	Mirae Asset Mutual Fund	₹43.95	8.1%	15.9%	15.5%	0.5%	₹20,892 Cr
Franklin India Mid Cap Fund	Franklin Templeton Mutual Fund	₹3,176.59	1.1%	15.6%	13.7%	1.12%	₹13,052 Cr
Tata Mid Cap Fund	Tata Mutual Fund	₹531.28	6%	15.4%	15%	0.84%	₹6,240 Cr
Aditya Birla Sun Life Midcap Fund	Aditya Birla Sun Life Mutual Fund	₹951.02	6.3%	14.9%	14%	0.87%	₹6,966 Cr
DSP Midcap Fund	DSP Mutual Fund	₹173.5	3.3%	14.2%	11.6%	0.81%	₹21,019 Cr
UTI - Mid Cap Fund	UTI Mutual Fund	₹353.5	2.9%	11.8%	11.8%	1.07%	₹12,795 Cr
PGIM India Midcap Fund	PGIM India Mutual Fund	₹77.33	-0.5%	11.4%	10.8%	0.76%	₹11,218 Cr
Quant Mid Cap Fund	quant Mutual Fund	₹247.71	3.6%	10.9%	15.9%	1.2%	₹8,056 Cr
SBI Midcap Fund	SBI Mutual Fund	₹269.87	3.2%	10.5%	13.6%	1.01%	₹24,518 Cr
Taurus Mid Cap Fund	Taurus Mutual Fund	₹136.41	3.6%	9.8%	12.2%	2.29%	₹140 Cr
Helios Mid Cap Fund	Helios Mutual Fund	₹14.39	13.3%	–	–	1%	₹2,229 Cr
Bank of India Mid Cap Fund	Bank of India Mutual Fund	₹10.73	5.9%	–	–	1.02%	₹767 Cr
Samco Mid Cap Fund	Samco Mutual Fund	₹10.07	–	–	–	1.74%	₹81 Cr
The Wealth Company Mid Cap Fund	The Wealth Company Mutual Fund	₹9.81	–	–	–	–	–
Trustmf Mid Cap Fund	Trust Mutual Fund	₹12.34	–	–	–	–	–