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.
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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