Best Mid-Cap Funds

Mid-Cap Funds are equity schemes that invest majorly in mid-cap stocks. Mid-cap stocks are the stock of companies that fall between the 101st to 250th rank in the market capitalization listing. Unit Linked Insurance Plan (ULIP) predominantly invests in mid-cap funds, which involve high risks and high returns to their investors. As per the SEBI guidelines, 65% of the total assets under the mid-cap funds should be invested in equity and equity-related investment instruments of mid-cap companies.

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Top Best Mid-Cap Funds

Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Best Mid-Cap Funds Whole Life Mid Cap Equity Fund
8,667 Cr
88.51 -0.33%
14.07%
16.28%
20.45% Highest Returns
20.45% Highest Returns
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Best Mid-Cap Funds Top 200 Fund
690 Cr
101.03 -0.63%
20.19% Highest Returns
18.44%
18.78%
18.78%
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Best Mid-Cap Funds Multiplier
2,795 Cr
59.11 -0.29%
11.34%
15.54%
17.79% Highest Returns
17.79% Highest Returns
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Best Mid-Cap Funds High Growth Fund
1,741 Cr
58.77 -0.16%
15.87%
16.67%
16.68% Highest Returns
16.68% Highest Returns
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Best Mid-Cap Funds Virtue II
1,356 Cr
45.58 -0.25%
15.84%
15.22%
16.49% Highest Returns
16.49% Highest Returns
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Best Mid-Cap Funds Accelerator Mid-Cap Fund II
4,393 Cr
51.52 -0.19%
9.8%
14.48%
16.47% Highest Returns
16.47% Highest Returns
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Best Mid-Cap Funds Opportunities Fund
28,516 Cr
47.97 -0.25%
11.16%
13.99%
16.06% Highest Returns
16.06% Highest Returns
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Best Mid-Cap Funds Multi Cap Growth Fund
18,197 Cr
36.65 -0.33%
8.04%
10.68%
12.67% Highest Returns
12.67% Highest Returns
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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2022 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Here is a piece of detailed information about the best mid-cap funds (ULIP) available in the financial market these days.

Best Mid-Cap Funds

Here is a list of top mid-cap funds in the financial market.

Mid-Cap Fund Name Fund Size NAV 5 years 7 years 10 years
TATA AIA Life Insurance Whole Life Mid Cap Equity Fund Rs. 8,405 Crore 73.96% 10.80% 13.85% 19.08%
TATA AIA Life Insurance Top 200 Fund Rs. 623 Crore 84.63% 16.18% 17.25% 17.17%
Aditya Birla Capital Multiplier Rs. 2,442 Crore 48.27% 8.53% 12.06% 16%
PNB Met Life Virtue II Rs. 1,309 Crore 39.64% 14.32% 13.18% 15.58%
Max Life Insurance High Growth Fund Rs. 1,565 Crore 49.22% 13.10% 13.44% 15.21%
Bajaj Allianz Accelerator Mid-Cap Fund II Rs. 4,255 Crore 43.39% 7.14% 12.44% 15.10%
HDFC Life Opportunities Fund Rs. 27,193 Crore 39.95% 8.08% 11.81% 14.61%
ICICI Prudential Multi Cap Growth Fund Rs. 17,624 Crore 31.385 5.44% 7.74% 11.54%
  1. Tata AIA Life – Whole Life Mid Cap Equity Fund

    Following are the main highlights of TATA AIA Life Whole Life Mid Cap Equity Fund:

    • The date of inception of this fund is 8th January 2007.

    • Total fund size id Rs. 8,405 crores approximately.

    • The Net Value Asset (NAV) stands at 73.96% currently.

    • 70% is the total assets in stocks.

    • The number of stock holdings is 45.

    • The top 10 holding is 23.56%.

    • 5 year returns are 10.80%, 7 years is 13.85%, whereas 10 year returns under the fund are 19.08%.

  2. TATA AIA Life Insurance Top 200 Fund

    Following are the main highlights of TATA AIA Life Insurance Top 200 Fund:

    • The date of inception of this fund is 12th January 2009.

    • Total fund size id Rs. 2,442 crores approximately.

    • The Net Value Asset (NAV) stands at 48.27% currently.

    • The fund falls under the category of India Insurance Mid-cap.

    • The number of equity holdings is 29, whereas other holdings are 3.

    • The top 10 holding is 33%.

    • 5 year returns are 16.18%, 7 years is 17.25%, whereas 10 year returns under the fund are 17.17%.

  3. Aditya Birla Capital Multiplier

    Following are the main highlights of Aditya Birla Capital Multiplier Fund:

    • The date of inception of this fund is 30th October 2007.

    • Total fund size id Rs. 623 crores approximately.

    • The Net Value Asset (NAV) stands at 84.63% currently.

    •  98.74% is the total assets in stocks.

    • The fund falls under the category of India Insurance Multi-cap.

    • The number of stock holdings is 86.

    • The top 10 holding is 21.62%.

    • 5 year returns are 8.53%, 7 years is 12.06%, whereas 10 year returns under the fund are 16%.

  4. PNB Met Life Virtue II

    Following are the main highlights of PNB Met Life Virtue II Fund:

    • The date of inception of this fund is 8th January 2010.

    • Total fund size id Rs. 1,309 crores approximately.

    • The Net Value Asset (NAV) stands at 39.64% currently.

    • The number of equity holdings is 129, whereas other holdings are 5.

    • The fund falls under the category of India Insurance Multi-cap.

    • The top 10 holding is 27%.

    • 5 year returns are 14.32%, 7 years is 13.18%, whereas 10 year returns under the fund are 15.58%.

  5. Max Life Insurance High Growth Fund

    Following are the main highlights of Max Life Insurance High Growth Fund:

    • The date of inception of this fund is 26th February 2008.

    • Total fund size id Rs. 1,565 crores approximately.

    • The Net Value Asset (NAV) stands at 49.22% currently.

    • 93.70% is the total assets in stocks.

    • The fund falls under the category of India Insurance Mid-cap.

    • The number of stock holdings is 70.

    • The top 10 holding is 30.54%.

    • 5 year returns are 13.10%, 7 years is 13.44%, whereas 10 year returns under the fund are 15.21%.

  6. Bajaj Allianz Accelerator Mid-Cap Fund II

    Following are the main highlights of Bajaj Allianz Accelerator Mid-Cap Fund II:

    • The date of inception of this fund is 4th January 2010.

    • Total fund size id Rs. 4,255 crores approximately.

    • The Net Value Asset (NAV) stands at 43.39% currently.

    • 98.62% is the total assets in stocks.

    • The fund falls under the category of India Insurance Mid-cap.

    • The number of stock holdings is 88.

    • The top 10 holding is 22.49%.

    • 5 year returns are 7.14%, 7 years is 12.44%, whereas 10 year returns under the fund are 15.10%.

  7. HDFC Life Opportunities Fund

    Following are the main highlights of HDFC Life Opportunities Fund:

    •  The date of inception of this fund is 4th January 2010.

    • Total fund size id Rs. 27,193 crores approximately.

    • The Net Value Asset (NAV) stands at 39.95% currently.

    • 76.96% is the total assets in stocks.

    • The fund falls under the category of India Insurance Mid-cap.

    • The number of stock holdings is 60.

    • The top 10 holding is 24.32%.

    • 5 year returns are 8.08%, 7 years is 11.81%, whereas 10 year returns under the fund are 14.61%.

To sum up!

Mid Cap Funds are beneficial investment options for investors willing to take high risks for higher returns. These funds are ideal for investors having a huge capital and are in a position to risk their money in life. However, an investor must be aware of the financial market and deeply understand how it works before putting their hard-earned money in any funds.

Happy investing!

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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