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 | ||
 |
Motilal Oswal Midcap Fund-Dir (G) | -7.54% | 27.34% | 30.52% | ₹38,003 Cr | 0.72% | |
 |
Edelweiss Mid Cap Fund - Direct (G) | 5.95% | 27.86% | 28.1% | ₹13,196 Cr | 0.4% | |
 |
HDFC Mid Cap Fund - Direct (G) | 9.09% | 27.12% | 27.44% | ₹92,169 Cr | 0.71% | |
 |
Quant Mid Cap Fund - Direct (G) | -1.7% | 17.46% | 24.85% | ₹8,352 Cr | 0.75% | |
 |
Nippon India Growth Mid Cap Fund - Direct (G) | 5.43% | 26.08% | 26.75% | ₹42,042 Cr | 0.73% | |
 |
Mahindra Manulife Mid Cap Fund - Direct (G) | 2.87% | 26.28% | 26.72% | ₹4,260 Cr | 0.45% | |
 |
Invesco India Midcap Fund - Direct (G) | 8.2% | 29.07% | 26.9% | ₹10,006 Cr | 0.54% | |
 |
Sundaram Mid Cap Fund - Direct (G) | 6.65% | 25.64% | 25.01% | ₹13,345 Cr | 0.9% | |
 |
Kotak Midcap Fund - Direct (G) | 3.74% | 23.05% | 25.01% | ₹60,480 Cr | 0.37% | |
 |
SBI Midcap Fund - Direct (G) | 0.63% | 18.59% | 22.71% | ₹23,360 Cr | 0.84% |
Calculator
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.
Invest your way
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
