Best Mid-Cap Funds

Midcap funds invest in equity instruments of companies having a market cap that ranges between Rs. 5,000 crore - Rs. 20,000 crore. They are ranked between 101 to 250 based on their market capitalization. Midcap funds provide higher returns as compared to large-cap funds and carry less risk compared to small-cap funds. The funds are thus suitable for aggressive investors with a 7 year+ investment horizon. SEBI mandates mid-cap funds to invest at least 65% of total assets in equity and equity-related instruments of mid-cap companies.

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This article explores different midcap funds that have given good returns over the years.

Best Midcap Funds

  1. Axis Midcap Fund

    Axis Midcap fund has been in the market for more than 8 years now. The fund has the ability to deliver returns consistently despite market fluctuations. Axis Midcap fund invests majorly in the financial, technological, chemicals, services, healthcare sectors and has an above-average ability to control losses.

    Expense Ratio 

    0.46%

    AUM (Fund Size) 

    Rs. 16107 Cr

    Returns Since Inception 

    19.56% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 500 & Lumpsum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 74.97

  2. Edelweiss Midcap Fund

    Edelweiss Midcap Fund invests in businesses having profitable products and effective management that promise good growth opportunities. Avoiding investment in large-cap companies, the fund works on being fully invested. 

    The fund maintains the liquidity of the funds to mitigate the possible risks posed by the fluctuating market.

    Expense Ratio 

    2.09%

    AUM (Fund Size) 

    Rs. 1742 Cr

    Returns Since Inception 

    12.27% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 300 & Lump sum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 54.45

  3. Invesco India Midcap Fund

    Suitable for investors looking for an investment for 3 to 4 years and expecting high returns, Invesco India Midcap Fund invests 48.55 % in mid-cap stocks and works towards capital appreciation in the long term.

    Expense Ratio 

    2.36%

    AUM (Fund Size) 

    Rs. 2059 Cr

    Returns Since Inception 

    15.94% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 500 & Lump sum Rs. 1000

    NAV as of Dec 21, 2021

    Rs. 97.83

  4. Kotak Emerging Equity Fund

    Belonging to the Kotak Mahindra Mutual Fund House, this fund was launched in the year 2007. Benchmarked against the NIFTY Midcap 100 Total Return Index, the fund allocates 97.19% of its assets in equity. 

    Kotak Emerging Equity Fund follows a growth-oriented approach by investing across market capitalization funds.

    Expense Ratio 

    0.53%

    AUM (Fund Size) 

    Rs. 16705 Cr

    Returns Since Inception 

    21.41% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 1000& Lumpsum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 78.04

  5. PGIM India Midcap Opportunities Fund

    PGIM India Midcap Opportunities Fund aims to generate wealth for its investors in the long run by investing their funds majorly in the equity market and other equity instruments. 

    Given its ability to control losses during market fluctuations, the fund has performed consistently well and is known for delivering good returns even during market vulnerability.

    Expense Ratio 

    0.32%

    AUM (Fund Size) 

    Rs. 3585 Cr

    Returns Since Inception 

    21.07% p.a

    Exit load 

    0.5%

    Minimum Investment 

    SIP Rs. 1000 & Lumpsum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 46.66

  6. Quant Midcap Fund

    It is an open-ended fund that provides capital growth in the long run to its investors by directing most of its investment towards mid-cap stocks. With a lower expense ratio, the fund has the ability to control losses when the market goes down.

    Expense Ratio 

    0.57%

    AUM (Fund Size) 

    Rs. 222 Cr

    Returns Since Inception 

    16.66% p.a

    Exit load 

    0.5%

    Minimum Investment 

    SIP Rs. 1000 & Lump sum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 121.8

  7. SBI Magnum Midcap Fund

    With a minimum of 65% of the Investment in mid-cap stocks, the SBI Magnum midcap fund follows a growth approach and a bottom-up strategy for stock selection. 

    Expense Ratio 

    1.06%

    AUM (Fund Size) 

    Rs. 6590 Cr

    Returns Since Inception 

    17.03% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 500 & Lump sum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 146.91

  8. Tata Midcap Growth Fund

    Tata Midcap Growth fund is an open-ended equity scheme that invests in equity and equity-related securities aiming at long term capital appreciation. It aims to provide income distribution focusing primarily on mid-cap stocks.

    Expense Ratio 

    1.07%

    AUM (Fund Size) 

    Rs. 1455 Cr

    Returns Since Inception 

    17.51% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 500 & Lump sum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 256.56

  9. UTI Midcap Fund

    With the benchmark index of Nifty Midcap 150, the UTI Midcap fund aims to generate long term capital appreciation. To achieve this goal, it majorly invests in the stocks of companies that show promising growth.

    Expense Ratio 

    1.03%

    AUM (Fund Size) 

    Rs. 6664 Cr

    1-year Returns 

    48.7% p.a

    Exit load 

    1.0%

    Minimum Investment 

    SIP Rs. 500 & Lump sum Rs. 5000

    NAV as of Dec 21, 2021

    Rs. 196.37

FAQ's

  • Q. What things should an Investor consider before investing in mid-cap funds?

    A. The investors should consider a lot of factors before proceeding with the investment, such as: 
    • Direct or Regular Plan: Regular plans are distributed through the brokers or distributors. Direct plans are purchased directly through mutual fund companies. Since direct plans do not involve commission, the expense ratio is comparatively lower.
    • Performance of the fund: Analyze the probable future returns in comparison with its historical performance. Understand the volatility of the fund, its strengths and its weakness. 
    • Exit load: Exit load is a percentage of proceeds deducted from the redemption of such units. Every mutual fund has a designated exit load mentioned specifically in the scheme document.   
    • Expense Ratio: The cost varies across various investments. This helps maximize your returns. 
    • Fund Manager: Comprehend the capabilities of the fund manager, their experience and reliability records, and qualifications and expertise.   
  • Q. What are the advantages of mid-cap mutual funds? 

    A. Some advantages of midcap funds are:
    • Low amount of Investment
    • Better returns than large-cap funds
    • Better transparency in NAV, expense ratio and investment portfolios 
    • Portfolio diversification
  • Q. What is the tax policy for mid-cap funds?

    A. A 15% tax is charged on the capital gains if the investment is sold within 12 months. However, 10% charges are levied on the gains exceeding 1 Lakh if the units are sold after one year. Likewise, any dividend exceeding Rs. 5,000/- attracts TDS of 10%.
  • Q. Who should consider investing in mid-cap funds?

    A. Any investors seeking wealth accumulation and willing to take risks can invest in mid-cap funds.
  • Q. For how long should you invest in a mid-cap mutual fund?

    A. Mid-cap mutual funds are equity funds. Thereby it is imperative to stay invested for a minimum of 5 years to generate adequate returns.
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