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  • Mid Cap Funds

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  • Average Return 28.83%
  • No of Funds 29

What is Mid Cap Mutual Fund

Mid Cap Mutual Funds are equity funds that invest in the mid-sized companies of India. The companies are some of the fastest-growing companies in India and are at a stage today's leaders were a few years back.

Advantages of Mid Cap Funds

  • Access to high-growth stocks that can give market-beating returns
  • The smaller size makes them more likely to falter during tough market conditions
  • Suitable for aggressive investors with 7+ year investment horizon

Top schemes of Mid Cap Mutual Funds sorted by last 5 year returns

29 funds
Show Returns for via
PGIM India
PGIM India Midcap Opportunities Fund

#1 of 20

Fund Size

₹6,614 Crs

Return (p.a)

N.A. + 31.48% N.A. + 59.19% N.A. + 43.42% + 119.47% + 33.29% + 20.72% + 80.91% + 22.21%

VRO rating

5

ETM Rank

#1 of 20

Invest
Quant
Quant Mid Cap Fund

#3 of 20

Fund Size

₹709 Crs

Return (p.a)

N.A. + 31.07% N.A. + 58.65% N.A. + 43.89% + 128.2% + 38.62% + 29.15% + 175.11% + 20.66%

VRO rating

5

ETM Rank

#3 of 20

Invest
Motilal Oswal
Motilal Oswal Midcap Fund

#13 of 20

Fund Size

₹3,158 Crs

Return (p.a)

N.A. + 25.9% N.A. + 75.09% N.A. + 38.46% + 167.16% + 40.08% + 34.03% + 132.45% + 19.78%

VRO rating

4

ETM Rank

#13 of 20

Invest
SBI
SBI Magnum Midcap Fund

#4 of 20

Fund Size

₹8,043 Crs

Return (p.a)

N.A. + 25.89% N.A. + 65.63% N.A. + 38.56% + 134.17% + 34.16% + 26.96% + 115.93% + 20.36%

VRO rating

3

ETM Rank

#4 of 20

Invest
Edelweiss
Edelweiss Mid Cap Fund

#6 of 20

Fund Size

₹2,256 Crs

Return (p.a)

N.A. + 24.52% N.A. + 59.3% N.A. + 34.47% + 127.0% + 28.89% + 21.58% + 88.55% + 21.4%

VRO rating

4

ETM Rank

#6 of 20

Invest
Kotak
Kotak Emerging Equity Fund

#8 of 20

Fund Size

₹21,935 Crs

Return (p.a)

N.A. + 24.46% N.A. + 55.42% N.A. + 33.66% + 116.96% + 28.86% + 22.03% + 72.99% + 22.03%

VRO rating

4

ETM Rank

#8 of 20

Invest
Nippon India
Nippon India Growth Fund

#11 of 20

Fund Size

₹13,225 Crs

Return (p.a)

N.A. + 23.35% N.A. + 53.88% N.A. + 32.64% + 107.6% + 28.12% + 19.25% + 74.24% + 19.03%

VRO rating

4

ETM Rank

#11 of 20

Invest
Axis
Axis Midcap Fund

#5 of 20

Fund Size

₹19,504 Crs

Return (p.a)

N.A. + 22.27% N.A. + 43.83% N.A. + 26.14% + 96.47% + 20.84% + 12.14% + 43.11% + 20.4%

VRO rating

5

ETM Rank

#5 of 20

Invest
UTI
UTI Mid Cap Fund

#6 of 20

Fund Size

₹7,233 Crs

Return (p.a)

N.A. + 22.07% N.A. + 54.87% N.A. + 31.2% + 118.12% + 24.66% + 17.0% + 67.11% + 19.24%

VRO rating

3

ETM Rank

#6 of 20

Invest
Baroda BNP Paribas
Baroda BNP Paribas Midcap Fund

#8 of 20

Fund Size

₹1,214 Crs

Return (p.a)

N.A. + 21.75% N.A. + 42.67% N.A. + 29.8% + 97.16% + 24.11% + 14.83% + 75.29% + 18.99%

VRO rating

3

ETM Rank

#8 of 20

Invest
HDFC
HDFC Mid-Cap Opportunities Fund

#15 of 20

Fund Size

₹34,227 Crs

Return (p.a)

N.A. + 21.35% N.A. + 60.1% N.A. + 31.55% + 125.08% + 27.5% + 23.24% + 85.84% + 19.25%

VRO rating

3

ETM Rank

#15 of 20

Invest
Invesco
Invesco India Mid Cap Fund

#10 of 20

Fund Size

₹2,525 Crs

Return (p.a)

N.A. + 21.24% N.A. + 45.69% N.A. + 27.52% + 98.71% + 22.13% + 13.91% + 72.37% + 19.91%

VRO rating

4

ETM Rank

#10 of 20

Invest
Tata
Tata Midcap Growth Fund

#12 of 20

Fund Size

₹1,721 Crs

Return (p.a)

N.A. + 20.92% N.A. + 41.77% N.A. + 27.49% + 88.55% + 21.98% + 13.78% + 60.6% + 19.04%

VRO rating

3

ETM Rank

#12 of 20

Invest
ICICI Prudential
ICICI Prudential Midcap Fund

#18 of 20

Fund Size

₹3,558 Crs

Return (p.a)

N.A. + 20.18% N.A. + 46.05% N.A. + 29.85% + 87.65% + 24.15% + 15.28% + 62.99% + 18.37%

VRO rating

3

ETM Rank

#18 of 20

Invest
Aditya Birla SL
Aditya Birla Sun Life Mid Cap Fund

#16 of 20

Fund Size

₹3,601 Crs

Return (p.a)

N.A. + 18.28% N.A. + 35.73% N.A. + 28.45% + 78.71% + 23.87% + 10.5% + 38.97% + 16.27%

VRO rating

1

ETM Rank

#16 of 20

Invest
Sundaram
Sundaram Mid Cap Fund

#19 of 20

Fund Size

₹7,156 Crs

Return (p.a)

N.A. + 17.97% N.A. + 65.22% N.A. + 28.1% + 142.96% + 26.32% + 23.28% + 87.96% + 16.64%

VRO rating

1

ETM Rank

#19 of 20

Invest
Franklin Templeton
Franklin India Prima Fund

#20 of 20

Fund Size

₹7,277 Crs

Return (p.a)

N.A. + 16.96% N.A. + 54.66% N.A. + 23.84% + 118.39% + 19.03% + 14.36% + 65.84% + 16.95%

VRO rating

2

ETM Rank

#20 of 20

Invest
DSP
DSP Midcap Fund

#14 of 20

Fund Size

₹14,378 Crs

Return (p.a)

N.A. + 16.37% N.A. + 38.93% N.A. + 19.99% + 88.5% + 13.59% + 7.96% + 54.42% + 17.39%

VRO rating

2

ETM Rank

#14 of 20

Invest
L&T
L&T Midcap Fund

#17 of 20

Fund Size

₹6,674 Crs

Return (p.a)

N.A. + 15.92% N.A. + 38.6% N.A. + 22.59% + 78.16% + 17.42% + 11.58% + 53.27% + 17.64%

VRO rating

2

ETM Rank

#17 of 20

Invest
Aditya Birla SL
Aditya Birla Sun Life Nifty Midcap 150 Index Fund

Unranked

Fund Size

₹77 Crs

Return (p.a)

N.A. N.A. N.A. + 54.99% N.A. N.A. + 117.62% N.A. + 18.55% + 74.44% + 18.73%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Axis
Axis Nifty Midcap 50 Index Fund

Unranked

Fund Size

₹29 Crs

Return (p.a)

N.A. N.A. N.A. N.A. N.A. N.A. + 109.93% N.A. N.A. + 77.76% + 44.11%

VRO rating

N.A.

ETM Rank

Unranked

Invest
DSP
DSP Nifty Midcap 150 Quality 50 Index Fund

Unranked

Fund Size

₹127 Crs

Return (p.a)

N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. + 25.9% + 53.21%

VRO rating

N.A.

ETM Rank

Unranked

Invest
ICICI Prudential
ICICI Prudential Nifty Midcap 150 Index Fund

Unranked

Fund Size

₹72 Crs

Return (p.a)

N.A. N.A. N.A. + 54.95% N.A. N.A. + 117.78% N.A. N.A. + 73.78% + 33.42%

VRO rating

N.A.

ETM Rank

Unranked

Invest
IDFC
IDFC Midcap Fund

Unranked

Fund Size

₹535 Crs

Return (p.a)

N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. + 14.64%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Mirae Asset
Mirae Asset Midcap Fund

#2 of 20

Fund Size

₹8,499 Crs

Return (p.a)

N.A. N.A. N.A. + 46.8% N.A. + 33.78% + 97.66% + 27.0% + 16.88% + 50.08% + 33.92%

VRO rating

4

ETM Rank

#2 of 20

Invest
Motilal Oswal
Motilal Oswal Nifty Midcap 150 Index Fund

Unranked

Fund Size

₹624 Crs

Return (p.a)

N.A. N.A. N.A. + 55.71% N.A. + 31.63% + 118.92% + 25.92% + 18.79% + 75.04% + 31.34%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Navi
Navi Nifty Midcap 150 Index Fund

Unranked

Fund Size

₹21 Crs

Return (p.a)

N.A. N.A. N.A. + 54.87% N.A. N.A. + 117.82% N.A. N.A. + 74.5% + 50.9%

VRO rating

N.A.

ETM Rank

Unranked

Invest
Nippon India
Nippon India Nifty Midcap 150 Index Fund

Unranked

Fund Size

₹502 Crs

Return (p.a)

N.A. N.A. N.A. + 55.1% N.A. N.A. + 118.31% N.A. + 18.3% + 74.92% + 21.26%

VRO rating

N.A.

ETM Rank

Unranked

Invest
UTI
UTI Nifty Midcap 150 Quality 50 Index Fund

Unranked

Fund Size

₹116 Crs

Return (p.a)

N.A. N.A. N.A. N.A. N.A. N.A. + 77.7% N.A. N.A. + 25.51% + 42.22%

VRO rating

N.A.

ETM Rank

Unranked

Invest

Show all funds

Mid Cap Funds Returns Calculator

See what your investment would have yielded in

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PGIM India Midcap Opportunities Fund
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₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
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This fund has given a CAGR of 31.48 % in last 5 years
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How do Mid Cap Funds Work?

Every mutual fund, be it debt or equity, has an underlying asset that generates returns. In the case of mid cap funds, the underlying asset is the stocks of mid-sized companies. This means that the money invested by investors in mid cap funds is used by fund managers to buy stocks of mid-sized companies, which have a potential to generate good returns in the long haul.

These companies are categorized as mid cap based on their market capitalization or market value of the company. SEBI has specified that companies ranked between 101-250 based on their market capitalization will be put under the head of mid cap companies.

Mid Cap companies, as the name suggests, lie between large cap and small cap companies. They have evolved from small cap companies and are striving to become large cap companies. During the growth phase of the economy, mid-sized companies tend to grow at a faster rate than large cap or blue chip companies. On the other hand, during a slowdown, they get affected more.

It is important to note that when we talk about mid companies, we are not talking about small or unknown companies. Mid-sized companies are also pretty well-known companies like Voltas, Sundaram Finance, Godrej Industries Ltd, etc.

Who Should Invest in Mid Cap Mutual Funds?

  • Investors with a Long Term Investment Horizon: As we all know, big companies do not get built overnight. Since the underlying asset of mid cap mutual funds is companies that are yet to become big, investors need to be patient with their investments. Also, since these companies are not as financially strong as big companies, during a slowdown they might falter and take time to recover. So, to truly reap the benefits of investing in these funds, one should invest in them for 7 to 10 years.
  • Investors willing to take higher risk for a chance to earn higher returns: Mid cap funds carry a higher risk than large cap funds but also give investors the opportunity to earn market-beating returns. So only those investors who have the appetite to take should pick this fund category.
  • Investors willing to take higher risk for a chance to earn higher returns: Mid cap funds can be volatile in short to medium term. You might even see a sharp drop in your portfolio's value and that too suddenly. So only those who are willing to fathom this kind of volatility should invest in them.

Taxation on Mid Cap Funds

It's the post tax returns that matter. So always check what is the return you'll get after the tax is deducted because that is what counts. In order to determine that, you should be familiar with how mid cap funds are taxed. The capital gains made as a result of selling your mid cap fund are taxed depending on how long the investment was held by you.

  • Short Term Capital Gain Tax (STCG): If you sell your investments within 1 year, the gains are classified as Short Term Capital Gain (STCG) and you need to pay 15% tax on them.
  • Long Term Capital Gain Tax (LTCG): Whereas any mid cap investment held for more than one year, the gains are classified as Long Term Capital Gain (LTCG). Gains of up to 1 lakh in a financial year are tax-free. Beyond 1 lakh, the gains are taxed at a rate of 10%.

How to invest in Mid Cap Funds?

It is quite easy to invest in Mid Cap mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Mid Cap fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Mid Cap Mutual Funds to invest in 2022?

These are top 5 Mid Cap funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
PGIM India Midcap Opportunities Fund Equity # 1 of 20
21.31 % p.a.
Quant Mid Cap Fund Equity # 3 of 20
22.05 % p.a.
Motilal Oswal Midcap Fund Equity # 13 of 20
16.1 % p.a.
SBI Magnum Midcap Fund Equity # 4 of 20
15.7 % p.a.
Edelweiss Mid Cap Fund Equity # 6 of 20
17.15 % p.a.

Since Mid Cap Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.

Mid Cap Mutual Funds by regulation have to invest at least 65% in stocks of companies in ranked 101-250 in India as defined by their market capitalisation. Most funds in this category also allocate a small part of their portfolio to either large caps or small caps. Large caps bring stability to returns as they are less volatile. Small Caps are added to increase the chances of delivering even higher returns. However, they do increase portfolio risk. So, it is advisable to look at the portfolio before investing in them.

Mid Cap Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.

Mid Cap Funds have on an average delivered 9.73% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 28.83% and 14.92%. p.a.

Mid Cap Funds allow you to invest in future leaders. Most big companies of today were mid caps at some point. Mid caps tend to grow faster as they strive to become market leaders. However, not every mid cap goes on to become a big company. Also, because these companies are not very well established, they tend to struggle in tough market conditions. Investing in these funds can be very rewarding if you can accept volatility in returns over a short-to-medium duration.

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