Best Midcap Mutual Funds

  • No. of Funds
    26
  • Average Return
    12.02% p.a.
Large Cap Fund
pattern
benefits-icon

Discover Mutual Funds

What are Midcap 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.

Key Benefits of Midcap Mutual Funds:

  • Offer stability with lower risk due to investments in well-established companies
  • Provide consistent, long-term returns
  • Potential for regular dividend income from large-cap companies
portfolio-icon

Market winners

Top Midcap Mutual Funds

Fund Name 1 Yr. Return 3 Yr. Return 5 Yr. Return Fund Size Expense Ratio
motilal-oswal-midcap-fund-dir-g
Motilal Oswal Midcap Fund-Dir (G) 18.16% 29.69% 38.21% ₹23704 Cr 0.68%
edelweiss-mid-cap-fund-direct-g
Edelweiss Mid Cap Fund - Direct (G) 19.18% 24.64% 37.09% ₹7729 Cr 0.41%
hdfc-mid-cap-opportunities-fund-direct-g
HDFC Mid-Cap Opportunities Fund - Direct (G) 11.36% 25.58% 35.66% ₹67579 Cr 0.83%
quant-mid-cap-fund-direct-g
Quant Mid Cap Fund - Direct (G) -2.36% 20.48% 39.3% ₹7616 Cr 0.62%
nippon-india-growth-fund-direct-g
Nippon India Growth Fund - Direct (G) 14.67% 24.24% 35.47% ₹30276 Cr 0.8%
mahindra-manulife-mid-cap-fund-direct-g
Mahindra Manulife Mid Cap Fund - Direct (G) 11.4% 23.01% 33.51% ₹3067 Cr 0.49%
invesco-india-midcap-fund-direct-g
Invesco India Midcap Fund - Direct (G) 19.98% 23.75% 33.14% ₹5247 Cr 0.65%
sundaram-mid-cap-fund-direct-g
Sundaram Mid Cap Fund - Direct (G) 13.35% 22.71% 31.26% ₹10451 Cr 0.94%
kotak-emerging-equity-fund-direct-g
Kotak Emerging Equity Fund - Direct (G) 16.52% 20.45% 33.49% ₹43941 Cr 0.45%
sbi-magnum-midcap-fund-direct-g
SBI Magnum Midcap Fund - Direct (G) 9.49% 18.99% 34.35% ₹19392 Cr 0.92%
motilal-oswal-midcap-fund-dir-g
  • Return 18.16%
  • Fund Size ₹23704Cr
  • Expense Ratio 0.68%
edelweiss-mid-cap-fund-direct-g
  • Return 19.18%
  • Fund Size ₹7729Cr
  • Expense Ratio 0.41%
hdfc-mid-cap-opportunities-fund-direct-g
  • Return 11.36%
  • Fund Size ₹67579Cr
  • Expense Ratio 0.83%
portfolio-icon

Calculator

Calculate Your Returns from Top Midcap Mutual Funds

Find out how much your investment would have grown to

of
for
in
Total investment 3.2 Crs
Profit 1.22 Crs

Current value 4.43 Crs
This fund has generated an XIRR of 22.14% over the past 3 years
Large Cap Fund
Icon

Understanding Midcap Mutual Funds

How {{fund_type}} work?

Midcap funds invest in medium-sized companies with growth potential, offering a balance between risk and return.

Why should you invest in {{fund_type}}?

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.

Who should invest in {{fund_type}}?

Ideal for investors who want higher returns than large-cap funds with moderate risk.

What are the taxes on {{fund_type}}?

Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).

How to invest in {{fund_type}}?

  1. Open Appreciate account.
  2. Choose the fund you want to invest in.
  3. Make the payment and track your investment.

Frequently Asked Questions about Midcap Mutual Funds

  1. Are {{fund_type}} risky?

    Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.

  2. Should I invest in {{fund_type}}?

    Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.

  3. How long should I stay invested in {{fund_type}}?

    At least three to five years is ideal to benefit from the growth of mid-sized companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but holding for several years can help you maximize returns.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios can range from 1% to 2%, reflecting the cost of active management.

Large Cap Fund
Icon

Invest your way

Explore More Mutual Fund Schemes

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.