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) | 17.44% | 32.98% | 38.07% | ₹27,780 Cr | 0.7% | |
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Edelweiss Mid Cap Fund - Direct (G) | 15.1% | 29.93% | 35.3% | ₹9,242 Cr | 0.4% | |
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HDFC Mid-Cap Opportunities Fund - Direct (G) | 10.44% | 30.18% | 33.94% | ₹74,910 Cr | 0.79% | |
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Quant Mid Cap Fund - Direct (G) | -9.96% | 24.06% | 34.99% | ₹8,776 Cr | 0.64% | |
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Nippon India Growth Fund - Direct (G) | 11.14% | 29.1% | 34.5% | ₹34,690 Cr | 0.74% | |
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Mahindra Manulife Mid Cap Fund - Direct (G) | 4.69% | 27.94% | 31.94% | ₹3,553 Cr | 0.46% | |
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Invesco India Midcap Fund - Direct (G) | 21.29% | 30.15% | 31.88% | ₹6,047 Cr | 0.65% | |
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Sundaram Mid Cap Fund - Direct (G) | 11.56% | 28.57% | 30.77% | ₹11,690 Cr | 0.94% | |
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Kotak Emerging Equity Fund - Direct (G) | 9.82% | 25.26% | 32.3% | ₹49,646 Cr | 0.44% | |
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SBI Magnum Midcap Fund - Direct (G) | 6.76% | 21.6% | 31.59% | ₹21,512 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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