Discover Mutual Funds
Large-cap mutual funds are investment funds that primarily invest in the stocks of large, established companies with a market capitalization typically above ₹20,000 Crores. These companies are often industry leaders and are considered more stable and less volatile than smaller firms, making large-cap mutual funds a relatively safer investment option for conservative 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) | 16.08% | 28.37% | 38.41% | ₹26028 Cr | 0.64% | |
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Edelweiss Mid Cap Fund - Direct (G) | 20.45% | 25.08% | 35.55% | ₹8634 Cr | 0.39% | |
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HDFC Mid-Cap Opportunities Fund - Direct (G) | 13.03% | 25.35% | 34.34% | ₹72610 Cr | 0.89% | |
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Quant Mid Cap Fund - Direct (G) | -2.21% | 20.46% | 36.4% | ₹8356 Cr | 0.63% | |
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Nippon India Growth Fund - Direct (G) | 16.19% | 24.98% | 34.86% | ₹33175 Cr | 0.8% | |
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Mahindra Manulife Mid Cap Fund - Direct (G) | 10.86% | 23.24% | 32.76% | ₹3398 Cr | 0.48% | |
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Invesco India Midcap Fund - Direct (G) | 22.11% | 24.82% | 32.46% | ₹5779 Cr | 0.65% | |
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Sundaram Mid Cap Fund - Direct (G) | 15.92% | 23.56% | 30.66% | ₹11333 Cr | 0.94% | |
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Kotak Emerging Equity Fund - Direct (G) | 15.55% | 20.22% | 32.03% | ₹48129 Cr | 0.46% | |
 |
SBI Magnum Midcap Fund - Direct (G) | 11.08% | 18.69% | 33.04% | ₹20890 Cr | 0.83% |
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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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