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Mid Cap Mutual Funds

Find here some best Mid Cap fund to invest

  • Annual Returns 17.51%
  • Average Risk Very High
  • Total Funds 30

What is Mid Cap Mutual Fund?

Mid Cap Mutual Funds are equity funds that invest in mid-sized companies in India that have a market capitalization ranging between Rs.5,000 crore to Rs.20,000 crore, ranked from 101st to 250th on the stock exchange as per SEBI guidelines. Here are 3 parameters on which the good mid cap mutual funds are selected:

  • The compounded annual growth rate (CAGR) of top-performing mid cap mutual funds ranges between 15-18%.
  • Mid cap funds have high volatility but are less risky than Small Cap Funds.
  • The best recommended time for investment is 5+ years.
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Top Performing Mid Cap Funds in India for High Returns

Returns

SIP Returns

Risk

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Filters 1

  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
fund-icon

NIFTY MIDCAP 150

1.39% 5.12% -9.33% -14.55% -10.07% 8.03% 31.14% 20.35% 33.58% -
5645.33 17 years 1.52% 6.1% -11.47% -11.82% -11.69% 19.21% 35.37% 22.04% 31.33% 16.16% Invest
8268.27 17 years 1.67% 6.5% -10.26% -12.18% -10.84% 18.6% 34.77% 22.74% 35.18% 16.88% Invest
24488 11 years 2.25% 4.14% -16.15% -13.28% -17.32% 18.06% 38.88% 28.53% 36.84% 17.02% Invest
11655.69 31 years 1.71% 6.4% -8.54% -11.52% -9.1% 17.02% 32.2% 21.47% 29.52% 14.44% Invest
49091.55 17 years 1.62% 6.65% -11.58% -13.56% -12.09% 15.84% 27.46% 19.16% 31.99% 16.74% Invest
2657.43 2 years 1.49% 5.22% -10.64% -11.03% -11.77% 14.67% 34.72% - - - Invest
307.11 8 years 0.67% 5.89% -9.89% -14.57% -10.61% 14.54% 31.63% 18.14% 28.29% - Invest
33033.09 29 years 1.84% 5.84% -8.69% -12.9% -9.29% 14.37% 35.06% 23.01% 34.42% 16.84% Invest
11638.05 22 years 2.01% 6.61% -9.57% -13.4% -10.29% 13.41% 33.19% 21.77% 30.29% 14.48% Invest
1320.48 2 years 1.06% 4.82% -11.08% -16.21% -12.17% 13.39% 34.06% - - - Invest
17762.02 18 years 2% 6.73% -10.25% -14.4% -10.88% 13.2% 27.41% 15.4% 24.16% 14.14% Invest
28380.17 14 years 1.38% 6.01% -8.95% -13.62% -9.4% 12.49% 27.15% 15.3% 25.72% 15.23% Invest
5532.8 22 years 1.69% 6.8% -7.39% -15.1% -7.66% 12.45% 29.44% 15.95% 29.81% 13.15% Invest
73510.09 17 years 1.57% 4.84% -8.05% -10.72% -8.64% 11.9% 33.7% 24.59% 34.84% 17% Invest
3326.35 7 years 1.05% 6.76% -8.49% -14.34% -9.46% 11.09% 34.13% 21.37% 31.54% - Invest
2046.02 18 years 1.31% 5.13% -9.1% -13.35% -9.65% 10.16% 28.17% 17.37% 29.42% 14.91% Invest
1490.55 2 years 1.25% 6.16% -13.43% -16.35% -13.98% 10.15% 28.18% - - - Invest
2628.74 2 years 0.88% 5.72% -9.61% -15.53% -9.93% 9.36% 26.11% - - - Invest
21177.2 19 years 0.48% 5.06% -5.91% -11.79% -6.56% 9.13% 25.57% 18% 33.25% 14.73% Invest
10459.7 11 years 1.11% 5.75% -8.31% -12.86% -8.94% 9% 19.58% 11.93% 32.46% 14.47% Invest
5975.14 20 years 1.42% 5.49% -9% -14.4% -8.86% 8.61% 29.45% 18.59% 32.17% 14.32% Invest
10752.86 20 years 1.66% 6.19% -16.36% -16.82% -17.54% 8.6% 30.63% 19.38% 28.32% 14.93% Invest
4353.63 20 years 1.77% 6.36% -7.56% -14.92% -8.49% 8.01% 29.19% 18.11% 29.41% 14.6% Invest
11124.52 19 years 1.38% 5.49% -11.16% -16.81% -11.83% 7.82% 24.42% 14.84% 29.01% 13.37% Invest
1095.38 4 years 2% 7.75% -8.97% -15.21% -9.34% 7.79% 33.77% 22.39% - - Invest
15460.84 5 years 1.31% 5.82% -10.49% -16.47% -10.56% 5.29% 25.58% 15.82% 30.83% - Invest
72.86 5 months 2.13% 6.42% -14.64% - -14.22% - - - - - Invest
8.15 4 months 1.14% 5.34% -9.09% - -9.8% - - - - - Invest
8608.01 24 years 0.86% 6.03% -6.67% -17.96% -8.21% -2.35% 28.51% 18.58% 37.06% 16.26% Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
5645.33 Very High
-3.95%
-2.25%
20.86%
24.62%
24.29%
19.52%
18.98%
Invest
8268.27 Very High
-4.65%
-5.2%
19.76%
24.01%
25.64%
20.28%
19.92%
Invest
24488 Very High
-8.8%
-9.53%
20.97%
26.71%
30.51%
21.3%
20.69%
Invest
11655.69 Very High
-3.85%
-6.05%
17.15%
21.85%
21.88%
16.74%
20.27%
Invest
49091.55 Very High
-6.15%
-10.48%
13.31%
18.24%
21.89%
18.72%
18.06%
Invest
2657.43 Very High
-4.73%
-5.63%
16.65%
-
-
-
21.08%
Invest
307.11 Very High
-4.55%
-9.54%
15.04%
19.58%
19.72%
-
16.24%
Invest
33033.09 Very High
-4.65%
-8.03%
16.46%
22.78%
25.55%
20.2%
22.57%
Invest
11638.05 Very High
-4.85%
-7.74%
16.57%
21.91%
23.22%
16.59%
20.22%
Invest
1320.48 Very High
-5.61%
-13.9%
15.03%
-
-
-
19.74%
Invest
17762.02 Very High
-5.96%
-12.3%
10.51%
15.73%
16.07%
14.83%
16.29%
Invest
28380.17 Very High
-4.15%
-8.6%
13.09%
16.99%
18.14%
17.51%
18.31%
Invest
5532.8 Very High
-4.19%
-9.4%
12.56%
17.39%
20.26%
15.22%
17.32%
Invest
73510.09 Very High
-3.55%
-6.15%
15.93%
23.12%
26.05%
19.77%
19.76%
Invest
3326.35 Very High
-4.09%
-9.7%
16.24%
22.58%
24.43%
-
22.62%
Invest
2046.02 Very High
-4.36%
-9.66%
13.2%
18.2%
20.78%
17.12%
16.66%
Invest
1490.55 Very High
-6.87%
-13.06%
11.85%
-
-
-
16.59%
Invest
2628.74 Very High
-4.41%
-10.56%
11.72%
-
-
-
15.06%
Invest
21177.2 Very High
-2.24%
-5.32%
11.78%
16.78%
21.87%
17.48%
16.53%
Invest
10459.7 Very High
-3.12%
-7.16%
8.93%
11.91%
17.84%
17.62%
17.02%
Invest
5975.14 Very High
-4.78%
-12.01%
13.93%
18.62%
21.54%
16.93%
15.83%
Invest
10752.86 Very High
-8.5%
-15.76%
13.31%
19.6%
20.35%
16.34%
16.85%
Invest
4353.63 Very High
-4.35%
-12.63%
11.16%
17.88%
20.5%
17.38%
16.85%
Invest
11124.52 Very High
-6.48%
-14.34%
7.49%
13.44%
17.61%
15.57%
16.37%
Invest
1095.38 Very High
-4.06%
-12.89%
15.78%
21.81%
-
-
19.59%
Invest
15460.84 Very High
-5.32%
-13.78%
8.49%
14.64%
19.66%
-
20.82%
Invest
72.86 Very High
-
-
-
-
-
-
-29.59%
Invest
8.15 Very High
-
-
-
-
-
-
-15.82%
Invest
8608.01 Very High
-4.42%
-18.99%
8.81%
16.47%
23.9%
20.69%
13.95%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
Very High
13.27%
1.17%
0.92%
0.79%
Invest
Very High
15.57%
1.762%
0.906%
0.992%
Invest
Very High
18.728%
7.885%
0.892%
1.047%
Invest
Very High
13.68%
0.16%
0.91%
0.75%
Invest
Very High
15.958%
-
0.86%
0.648%
Invest
Very High
-
-
-
-
Invest
Very High
14.87%
-
0.98%
0.54%
Invest
Very High
16.222%
1.955%
0.904%
0.853%
Invest
Very High
16.453%
0.528%
0.915%
0.764%
Invest
Very High
-
-
-
-
Invest
Very High
14.37%
-
0.96%
0.41%
Invest
Very High
13.08%
-
0.85%
0.47%
Invest
Very High
13.87%
-
0.91%
0.48%
Invest
Very High
15.301%
4.384%
0.855%
1.022%
Invest
Very High
16.816%
0.577%
0.943%
0.771%
Invest
Very High
13.823%
-
0.81%
0.826%
Invest
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Very High
11.63%
-
0.77%
0.65%
Invest
Very High
14.939%
-
0.785%
0.286%
Invest
Very High
14.46%
-
0.92%
0.66%
Invest
Very High
17.037%
-
0.902%
0.65%
Invest
Very High
13.05%
-
0.91%
0.63%
Invest
Very High
13.04%
-
0.93%
0.41%
Invest
Very High
15.396%
0.547%
0.903%
0.922%
Invest
Very High
15.754%
-
0.932%
0.606%
Invest
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Very High
17.376%
0.658%
0.924%
0.838%
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹500
₹1000
1.8%
Aditya Khemani
19-Apr 2007
Invest
₹100
₹100
1.73%
Trideep Bhattacharya
26-Dec 2007
Invest
₹500
₹500
1.58%
Niket Shah
24-Feb 2014
Invest
₹500
₹5000
1.78%
R Janakiraman
01-Dec 1993
Invest
₹100
₹100
1.44%
Atul Bhole
30-Mar 2007
Invest
₹100
₹500
1.91%
Piyush Baranwal
07-Sep 2022
Invest
₹1000
₹5000
2.48%
Karan Doshi
25-Jan 2017
Invest
₹500
₹100
1.59%
Rupesh Patel
08-Oct 1995
Invest
₹100
₹100
1.77%
Bharath S.
19-Jul 2002
Invest
₹100
₹1000
2.09%
Satish Ramanathan
21-Nov 2022
Invest
₹100
₹100
1.68%
Vinit Sambre
14-Nov 2006
Invest
₹100
₹100
1.58%
Shreyash Devalkar
18-Feb 2011
Invest
₹100
₹1000
1.87%
Harish Krishnan
03-Oct 2002
Invest
₹100
₹100
1.39%
Chirag Setalvad
25-Jun 2007
Invest
₹500
₹1000
1.88%
Abhinav Khandelwal
30-Jan 2018
Invest
₹100
₹5000
1.99%
Shiv Chanani
02-May 2006
Invest
₹100
₹1000
2.1%
Harshal Joshi
18-Aug 2022
Invest
₹1000
₹5000
1.96%
Pranav Gokhale
02-Dec 2022
Invest
₹500
₹5000
1.67%
Bhavin Vithlani
29-Mar 2005
Invest
₹1000
₹5000
1.7%
Puneet Pal
02-Dec 2013
Invest
₹500
₹5000
1.91%
Lalit Kumar
28-Oct 2004
Invest
₹500
₹5000
1.71%
Venugopal Manghat
09-Aug 2004
Invest
₹100
₹5000
1.87%
Satish Chandra Mishra
31-Mar 2004
Invest
₹500
₹5000
1.76%
Ankit Agarwal
01-Aug 2005
Invest
₹500
₹5000
2.06%
Dhimant Shah
05-Mar 2021
Invest
₹500
₹5000
1.67%
Ankit Jain
29-Jul 2019
Invest
₹100
₹100
0.93%
Devender Singhal
08-Oct 2024
Invest
₹1000
₹1000
1.09%
Neeraj Saxena
11-Nov 2024
Invest
₹1000
₹5000
1.75%
Sanjeev Sharma
21-Mar 2001
Invest
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Comparison of Top Mid Cap Funds

Mid Cap Funds Return Calculator

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  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Advantages of Investing in Mid Cap Mutual Funds

It is important to identify the merits of a scheme before investing in mid cap Mutual Funds; here are some key points to be kept in focus:

  1. High Growth Potential: Mid-cap companies are often on their way to becoming large-cap companies. This means they have a lot of room to grow and investors can earn good returns as these companies expand.
  2. Less Risky: Since mid cap mutual funds invest in many different companies, they are less risky than putting all your money in one or two stocks. This helps protect your money during tough economic times.
  3. Affordable Investment: You can start investing in the best mid cap mutual funds at just Rs.500, making it easier for more people to invest and spread their money across different funds to lower risk.
  4. Flexible Investment Options: You can start a lumpsum investment starting from Rs.1,000 or choose a Systematic Investment Plan (SIP) where you invest a fixed amount regularly at Rs.500. This gives you flexibility to invest according to your budget and financial goals.

List of 3 Best Mid Cap Mutual Funds for 2025

Let's have a closer look at the 3 best midcap mutual funds for you to invest in:

Edelweiss Mid Cap Fund

After being launched on 26h December 2007 it makes Edelweiss mid cap fund amongst the oldest schemes in its category. It holds a robust AUM (Asset Under Management) at Rs.8,270 Crores as of 29th November 2024. Likewise, in the last three years, the Edelweiss mid cap fund returns have been 23.07% amazingly beating its benchmark of 20.70%.

Mahindra Manulife Mid Cap Fund

The Mahindra Manulife Mid Cap Fund was introduced on 5th January 2018. Even after its late arrival in the market, it has given 27.17% mid cap mutual funds returns outperforming its benchmark of 25.61% in the last three years.

Invesco India Mid Cap Fund

This Invesco India Mid Cap Fund is built on the combined investing approach of buy and hold and active investing. Being launched on 19th April 2007, the current AUM is at Rs.5,860 crores while delivering 18.45% returns in 5 years simultaneously beating its benchmark at 17.39%.

Pro Tip:  Don’t let the fake returns trick you, use SIP Calculator to know the right values.

Is it Safe to Invest in Mid Cap Mutual Funds?

Yes, mid cap mutual funds give good growth potential, however also come with some risks, so it's important to understand them before investing:

  1. Higher Risk: Mid cap companies are more sensitive to economic changes. They might struggle with competition and have fewer resources than larger companies, which makes it harder for them to handle financial challenges. This increases the risk compared to investing in big, established companies.
  2. More Volatility: Mid-cap stocks tend to be more unpredictable than large-cap stocks. While they can rise quickly when the market is doing well, they can also fall sharply when the market is down. This makes them better suited for investors who are comfortable with more ups and downs in the market.
  3. Liquidity Risk: Mid-cap stocks might not be as widely traded as large-cap stocks. This can make it harder to buy and sell shares easily, especially in tough market conditions. It may also lead to higher transaction costs if the difference between buying and selling prices changes.
  4. Market Risks: Mid-cap companies are often more affected by market volatility. During economic downturns or uncertain times, mid cap mutual funds can suffer bigger losses compared to Large Cap Funds.

How to Invest in a Best Mid Cap Mutual Funds via MySIPonline?

The following steps will be your easy step-by-step guide to investing in Top Mid Cap Mutual Funds:

Step 1: Log in to MySIPonline free.

Step 2: Ensure KYC is registered or complete Video KYC.

Step 3: Enter PAN & Aadhaar number, bank details, nominee and signature.

Step 4: Select the Top AMC or consult our mutual funds expert.

Step 5: Choose from the top mid cap mutual funds.

Step 6: Add it to the cart and start a mid cap SIP or lump sum.

Step 7: Pay using UPI or net banking.

Step 8: Monitor investments on the dashboard and use analysis tools.

These steps will give you an easy start while you can invest via SIP for added flexibility in your portfolio.

Frequently Asked Questions

Who should invest in Mid Cap Mutual Funds?
Mid Cap funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Mid Cap funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Mid Cap companies?
The fund manager of Mid Cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Mid Cap funds?
Mid Cap funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Mid Cap funds?
Mid Cap funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Mid Cap funds.
Are Mid Cap Funds for long term investment?
Yes, Mid Cap funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Mid Cap mutual funds.
What is the benchmark of Mid Cap Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Mid Cap funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Mid Cap Mutual Funds?
Mid Cap funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.
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