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 | ||
 |
Motilal Oswal Midcap Fund-Dir (G) | 15.41% | 27.2% | 38.04% | ₹26028 Cr | 0.64% | |
 |
Edelweiss Mid Cap Fund - Direct (G) | 19.59% | 24.11% | 35.75% | ₹8634 Cr | 0.39% | |
 |
HDFC Mid-Cap Opportunities Fund - Direct (G) | 12.16% | 24.42% | 34.35% | ₹72610 Cr | 0.89% | |
 |
Quant Mid Cap Fund - Direct (G) | -1.86% | 19.57% | 36.42% | ₹8356 Cr | 0.63% | |
 |
Nippon India Growth Fund - Direct (G) | 16.46% | 24.03% | 34.82% | ₹33175 Cr | 0.8% | |
 |
Mahindra Manulife Mid Cap Fund - Direct (G) | 11.2% | 22.47% | 32.77% | ₹3398 Cr | 0.48% | |
 |
Invesco India Midcap Fund - Direct (G) | 22.63% | 23.94% | 32.4% | ₹5779 Cr | 0.65% | |
 |
Sundaram Mid Cap Fund - Direct (G) | 15.48% | 22.59% | 30.71% | ₹11333 Cr | 0.94% | |
 |
Kotak Emerging Equity Fund - Direct (G) | 14.7% | 19.26% | 32.25% | ₹48129 Cr | 0.46% | |
 |
SBI Magnum Midcap Fund - Direct (G) | 10.4% | 17.97% | 33.42% | ₹20890 Cr | 0.83% |
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
