equity Fund

Mid Cap Mutual Funds

Invest in the next 150 companies (101st–250th by market cap) for higher growth potential.

Avg. Return (5Y)

18.72%

No. of Funds

Risk Level

High

Ideal Horizon

5–7 years

Top Mid Cap Mutual Funds Sorted by Returns

Scheme

Motilal Oswal Midcap Fund

Motilal Oswal MF

Expense: 0.57%

1Y: 16.3%

3Y: 24.1%

5Y: 22.4%

Edelweiss Mid Cap Fund

Edelweiss MF

Expense: 0.44%

1Y: 15.8%

3Y: 23.6%

5Y: 21.8%

HDFC Mid-Cap Opportunities Fund

HDFC MF

Expense: 0.75%

1Y: 14.2%

3Y: 22.8%

5Y: 20.5%

Kotak Emerging Equity Fund

Kotak MF

Expense: 0.49%

1Y: 13.9%

3Y: 21.5%

5Y: 19.8%

Axis Midcap Fund

Axis MF

Expense: 0.52%

1Y: 12.5%

3Y: 20.1%

5Y: 18.9%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Mid Cap Fund?

Mid-cap mutual funds invest in companies ranked 101st to 250th by market capitalization. These are growing businesses that have moved beyond the start-up phase and are scaling up rapidly. They offer a sweet spot between the stability of large caps and the explosive growth potential of small caps.

Key Advantages

Higher growth potential than large-cap funds
Companies with strong momentum and expanding market share
Diversification benefit when paired with large-cap holdings
Historically outperformed large caps over 7+ year periods

How It Works

Mid Cap funds must invest at least 65% of their assets in mid-cap stocks (ranked 101–250 by market cap). Fund managers identify companies with strong growth trajectories, improving financials, and competitive advantages within this universe.