Discover Mutual Funds
Midcap mutual funds invest in mid-sized companies that are in a growth phase but are more established than small-cap companies. These funds offer a balance of growth and risk, as mid-cap companies tend to grow faster than large-cap but are less volatile than small-cap. Midcap funds are suitable for investors seeking higher returns than large-cap funds, with moderate risk. They provide a good opportunity to participate in the growth of companies with strong potential. These funds are ideal for medium to long-term investors.
Market winners
| Fund Name | 1 Yr. Return | 3 Yr. Return | 5 Yr. Return | Fund Size | Expense Ratio | ||
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Motilal Oswal Midcap Fund-Dir (G) | -6.5% | 25.67% | 30.64% | ₹37,501 Cr | 0.69% | |
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Edelweiss Mid Cap Fund - Direct (G) | 4.24% | 25.55% | 27.54% | ₹12,647 Cr | 0.4% | |
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HDFC Mid Cap Fund - Direct (G) | 7.45% | 25.32% | 27.07% | ₹89,383 Cr | 0.71% | |
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Quant Mid Cap Fund - Direct (G) | -5.41% | 16.09% | 25.77% | ₹8,525 Cr | 0.71% | |
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Nippon India Growth Mid Cap Fund - Direct (G) | 3.27% | 24.1% | 26.78% | ₹41,268 Cr | 0.74% | |
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Mahindra Manulife Mid Cap Fund - Direct (G) | -0.07% | 24.22% | 26.75% | ₹4,192 Cr | 0.46% | |
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Invesco India Midcap Fund - Direct (G) | 10.12% | 27.55% | 26.96% | ₹9,320 Cr | 0.54% | |
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Sundaram Mid Cap Fund - Direct (G) | 4.38% | 24.02% | 24.75% | ₹13,236 Cr | 0.92% | |
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Kotak Midcap Fund - Direct (G) | 1.45% | 21.16% | 24.59% | ₹60,385 Cr | 0.37% | |
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SBI Midcap Fund - Direct (G) | -0.82% | 16.79% | 22.64% | ₹23,036 Cr | 0.86% |
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Understanding Midcap Mutual Funds
Midcap funds invest in medium-sized companies with growth potential, offering a balance between risk and return.
Midcap mutual funds offer a balance between growth and risk by investing in medium-sized companies with strong growth potential. These companies are often in a phase of expansion, which can lead to higher returns than large-cap funds. While midcap funds carry more risk than large-cap funds, they are less volatile than small-cap funds, making them a good middle-ground choice. These funds are well-suited for investors who are willing to accept some market volatility in exchange for higher returns. Midcap funds are ideal for those with a medium to long-term horizon, looking to diversify beyond large, established companies.
Ideal for investors who want higher returns than large-cap funds with moderate risk.
Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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