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) | 23.96% | 29.53% | 37.14% | ₹23704 Cr | 0.68% | |
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Edelweiss Mid Cap Fund - Direct (G) | 22.12% | 23.39% | 36.35% | ₹7729 Cr | 0.39% | |
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HDFC Mid-Cap Opportunities Fund - Direct (G) | 13.92% | 24.59% | 34.16% | ₹67579 Cr | 0.79% | |
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Quant Mid Cap Fund - Direct (G) | 0.4% | 21.17% | 39.7% | ₹7616 Cr | 0.62% | |
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Nippon India Growth Fund - Direct (G) | 17.7% | 23.23% | 33.67% | ₹30276 Cr | 0.78% | |
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Mahindra Manulife Mid Cap Fund - Direct (G) | 16.21% | 23.1% | 33.42% | ₹3067 Cr | 0.49% | |
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Invesco India Midcap Fund - Direct (G) | 25.08% | 22.4% | 31.93% | ₹5247 Cr | 0.65% | |
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Sundaram Mid Cap Fund - Direct (G) | 15.76% | 21.69% | 30% | ₹10451 Cr | 0.94% | |
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Kotak Emerging Equity Fund - Direct (G) | 18.41% | 19.33% | 31.76% | ₹43941 Cr | 0.45% | |
 |
SBI Magnum Midcap Fund - Direct (G) | 12.55% | 18.34% | 32.68% | ₹19392 Cr | 0.92% |
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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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