Mid Cap Mutual Funds
At least 65% in companies ranked 101st to 250th by market value.
The middle of the market: businesses large enough to have survived a cycle, small enough to double. Returns are higher over long periods and the falls are deeper — a 40% drawdown is ordinary here, not a crisis.
Who it suits. Investors who already hold large-cap funds and can leave the money untouched through a bad year. Hold for 7 years or more.
Regular plans in this category
- Invesco India Mid Cap FundInvesco Mutual Fund · NAV ₹196.71 8.3% 22.5% 18.0%
- HDFC Mid Cap FundHDFC Mutual Fund · NAV ₹204.51 5.1% 16.1% 17.6%
- Nippon India Growth Mid Cap FundNippon India Mutual Fund · NAV ₹4,433.42 6.2% 17.2% 16.7%
- Edelweiss Mid Cap FundEdelweiss Mutual Fund · NAV ₹106.46 5.4% 19.1% 16.6%
- ICICI Prudential Mid Cap FundICICI Prudential Mutual Fund · NAV ₹335.61 12.2% 20.4% 15.8%
- Mahindra Manulife Mid Cap FundMahindra Manulife Mutual Fund · NAV ₹35.23 6.9% 15.7% 15.7%
- Sundaram Mid Cap FundSundaram Mutual Fund · NAV ₹1,452.79 4.4% 16.8% 15.4%
- Kotak Mid Cap FundKotak Mahindra Mutual Fund · NAV ₹142.53 3.4% 16.1% 15.1%
- ITI Mid Cap FundITI Mutual Fund · NAV ₹22.79 8.3% 17.8% 14.1%
- Mirae Asset Midcap FundMirae Asset Mutual Fund · NAV ₹39.24 6.5% 14.3% 13.8%
- Quant Mid Cap Fundquant Mutual Fund · NAV ₹215.31 2.9% 9.5% 13.6%
- Tata Mid Cap FundTata Mutual Fund · NAV ₹451.34 4.3% 13.5% 13.4%
- Union Midcap FundUnion Mutual Fund · NAV ₹51.46 6.9% 15.2% 13.3%
- Aditya Birla Sun Life Midcap FundAditya Birla Sun Life Mutual Fund · NAV ₹830.03 5.4% 13.7% 12.5%
- SBI MIDCAP FUNDSBI Mutual Fund · NAV ₹237.40 3.3% 9.8% 12.3%
- Franklin India Mid Cap FundFranklin Templeton Mutual Fund · NAV ₹2,750.02 0.6% 14.5% 12.2%
- Taurus Mid Cap FundTaurus Mutual Fund · NAV ₹128.63 5.3% 9.7% 11.8%
- Axis Midcap FundAxis Mutual Fund · NAV ₹120.20 5.5% 15.2% 11.5%
- UTI - Mid Cap FundUTI Mutual Fund · NAV ₹306.89 1.8% 10.6% 10.4%
- DSP Midcap FundDSP Mutual Fund · NAV ₹151.58 2.4% 13.1% 10.2%
- PGIM India Midcap FundPGIM India Mutual Fund · NAV ₹65.19 -0.9% 10.4% 8.9%
- BANDHAN MID CAP FUNDBandhan Mutual Fund · NAV ₹19.10 8.2% 16.7% —
- BANK OF INDIA MID CAP FUNDBank of India Mutual Fund · NAV ₹10.44 — — —
- Baroda BNP Paribas Mid Cap FundBaroda BNP Paribas Mutual Fund · NAV ₹108.93 7.6% 14.9% —
- Canara Robeco Mid Cap FundCanara Robeco Mutual Fund · NAV ₹18.24 4.8% 15.8% —
- HSBC Midcap FundHSBC Mutual Fund · NAV ₹463.04 16.4% 22.3% —
- Helios Mid Cap FundHelios Mutual Fund · NAV ₹13.78 — — —
- JM Mid Cap FundJM Financial Mutual Fund · NAV ₹20.96 — — —
- LIC MF Mid Cap FundLIC Mutual Fund · NAV ₹30.41 4.4% 14.8% —
- Samco Mid Cap FundSamco Mutual Fund · NAV ₹9.81 — — —
- TRUSTMF MID CAP FUNDTrust Mutual Fund · NAV ₹11.98 — — —
- The Wealth Company Mid Cap FundThe Wealth Company Mutual Fund · NAV ₹9.71 — — —
- WhiteOak Capital Mid Cap FundWhiteOak Capital Mutual Fund · NAV ₹21.63 11.3% 19.9% —
Point-to-point CAGR from AMFI NAV history, Regular plans only. Ordered by five-year return so the list has a shape, not because the order is a judgement. Past returns do not predict future ones — a fund near the top is usually there because its style suited the last five years, and styles take turns.
Other categories
Questions people ask
What is a Mid Cap fund?
At least 65% in companies ranked 101st to 250th by market value. The middle of the market: businesses large enough to have survived a cycle, small enough to double. Returns are higher over long periods and the falls are deeper — a 40% drawdown is ordinary here, not a crisis.
Who should invest in Mid Cap funds?
Investors who already hold large-cap funds and can leave the money untouched through a bad year. A sensible holding period is 7 years or more.
How is this list ordered?
By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.
Should I choose the Direct or Regular plan?
A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.