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Mid Cap Funds

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Mid Cap Funds

Mid-cap funds focus on investing in the stocks of medium-sized companies. These funds offer a balance between potential growth and risk, making them a popular choice for investors seeking moderate returns.

Best Mid Cap Funds


Fund Name
AUM
3Y Returns
Ratings

Motilal Oswal Midcap Fund Direct IDCW Payout/Reinvestment Reinvestment

Equity  Mid Cap Fund

₹26,028.34 Cr.

29.8%

4.5

Motilal Oswal Midcap Fund Direct IDCW Payout/Reinvestment Reinvestment

Equity  Mid Cap Fund

₹26,028.34 Cr.

29.8%

4.5

Motilal Oswal Midcap Fund

Equity  Mid Cap Fund

₹26,028.34 Cr.

29.8%

4.5

Invesco India Midcap Fund

Equity  Mid Cap Fund

₹5,779.32 Cr.

26.54%

2

Invesco India Midcap Fund Direct Plan IDCW (Payout / Reinvestment)

Equity  Mid Cap Fund

₹5,779.32 Cr.

26.51%

2

Invesco India Midcap Fund Direct Plan IDCW (Payout / Reinvestment)

Equity  Mid Cap Fund

₹5,779.32 Cr.

26.51%

2

Edelweiss Mid Cap Fund

Equity  Mid Cap Fund

₹8,633.85 Cr.

26.42%

3

Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment

Equity  Mid Cap Fund

₹8,633.85 Cr.

26.42%

3

Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment

Equity  Mid Cap Fund

₹8,633.85 Cr.

26.42%

3

Nippon India Fund

Equity  Mid Cap Fund

₹33,174.74 Cr.

25.83%

4.5


Mid Cap Mutual Funds

Mid cap mutual funds are a type of equity mutual fund that primarily invests in medium-sized companies, typically ranked between 101 and 250 in terms of market capitalization. These funds aim to strike a balance between the high growth potential of small-cap stocks and the relative stability of large-cap stocks.

Mid cap companies are often in the growth phase and have the potential to become large-cap companies in the future. This growth potential can translate into significant returns for investors over the long term. However, they may also be more volatile than large-cap stocks, especially during market downturns.

Key Features of Mid Cap Funds

  • Growth Potential: Mid cap funds offer high growth opportunities as they invest in companies with expanding market share and increasing profitability.
  • Diversification: These funds provide diversification by investing across a wide range of mid-sized businesses from different sectors.
  • Moderate Risk: Mid cap funds carry moderate risk—higher than large cap but lower than small cap funds, making them suitable for investors with a medium risk appetite.
  • Long-Term Focus: Best suited for investors with a long-term investment horizon (5+ years), as mid cap stocks may take time to realize their growth potential.

Who Should Invest in Mid Cap Funds?

Mid cap mutual funds are ideal for investors who:

  • Are looking for higher returns than large cap funds over the long term
  • Can tolerate moderate volatility in the short term
  • Have a medium to long-term investment horizon
  • Want to diversify their portfolio with a mix of stability and growth

Things to Consider Before Investing

  • Mid cap funds can be volatile during economic downturns or market corrections.
  • Performance can vary widely based on market conditions and fund management.
  • Always review the fund's past performance, expense ratio, and fund manager’s track record.
  • Consider starting with a Systematic Investment Plan (SIP) to average out market volatility.