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) | 4.81% | 29.72% | 35.21% | ₹33,609 Cr | 0.7% | |
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Edelweiss Mid Cap Fund - Direct (G) | 6.4% | 26.9% | 31.35% | ₹11,027 Cr | 0.39% | |
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HDFC Mid Cap Fund - Direct (G) | 5.15% | 27.09% | 29.99% | ₹83,847 Cr | 0.74% | |
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Quant Mid Cap Fund - Direct (G) | -12.67% | 20.43% | 29.76% | ₹8,778 Cr | 0.7% | |
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Nippon India Growth Mid Cap Fund - Direct (G) | 5.05% | 26.67% | 30.17% | ₹38,581 Cr | 0.71% | |
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Mahindra Manulife Mid Cap Fund - Direct (G) | -1.85% | 25.09% | 29.35% | ₹3,921 Cr | 0.46% | |
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Invesco India Midcap Fund - Direct (G) | 16.75% | 30.3% | 30.37% | ₹7,802 Cr | 0.55% | |
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Sundaram Mid Cap Fund - Direct (G) | 4.36% | 24.94% | 27.83% | ₹12,596 Cr | 0.93% | |
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Kotak Midcap Fund - Direct (G) | 6.25% | 23.46% | 29.33% | ₹57,375 Cr | 0.37% | |
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SBI Midcap Fund - Direct (G) | -2.69% | 17.25% | 26.9% | ₹22,547 Cr | 0.84% |
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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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