Mid Cap Mutual Funds
Mid-cap mutual Funds enable you to invest in India’s fast growing companies with a market capitalisation in the range of Rs.5000 Cr to Rs.20000 Cr and a rank between 101 to 250. Mid-cap mutual fund companies (AMC’s) pool your money and invest in these mid-cap companies.
List of Best Mid Cap Funds to Invest Today
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Motilal Oswal Midcap Direct Growth▲ 40.05%AUM ₹12628 Cr •
Expense 0.61%
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Quant Mid Cap Fund Growth Option Direct Plan▲ 33.82%AUM ₹8747 Cr •
Expense 0.62%
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HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option▲ 30.59%AUM ₹70570 Cr •
Expense 0.74%
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Nippon India Growth Fund - Direct Plan - Growth▲ 29.53%AUM ₹30839 Cr •
Expense 0.81%
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Mahindra Manulife Mid Cap Fund Direct Growth▲ 28.84%AUM ₹2580 Cr •
Expense 0.42%
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Edelweiss Mid Cap Fund Direct Plan Growth Option▲ 27.47%AUM ₹6625 Cr •
Expense 0.3%
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ITI Mid Cap Fund Direct Growth▲ 26.73%AUM ₹1057 Cr •
Expense 0.43%
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Sundaram Mid Cap - Direct Plan - Growth Option▲ 26.7%AUM ₹11821 Cr •
Expense 0.89%
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Tata Mid Cap Growth Fund Direct Plan Growth▲ 26.25%AUM ₹4194 Cr •
Expense 0.73%
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Invesco India Mid Cap Fund Direct Plan Growth Option▲ 26.12%AUM ₹5216 Cr •
Expense 0.61%
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Kotak Emerging Equity Scheme Direct Growth▲ 25.99%AUM ₹49023 Cr •
Expense 0.36%
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HSBC Midcap Fund Direct Plan Growth▲ 24.97%AUM ₹11418 Cr •
Expense 0.64%
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ICICI Prudential MidCap Fund Direct Plan Growth▲ 24.71%AUM ₹6528 Cr •
Expense 1.01%
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SBI Magnum Midcap Fund Direct Growth▲ 24.37%AUM ₹20316 Cr •
Expense 0.79%
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Mirae Asset Midcap Fund Direct Growth▲ 24.35%AUM ₹16667 Cr •
Expense 0.56%
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Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option▲ 24.22%AUM ₹2103 Cr •
Expense 0.55%
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Franklin India Prima Fund Direct Growth▲ 24.2%AUM ₹12015 Cr •
Expense 0.94%
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Union Midcap Fund Direct Growth▲ 23.71%AUM ₹1310 Cr •
Expense 0.57%
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Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth▲ 23.08%AUM ₹5801 Cr •
Expense 1.04%
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LIC MF Midcap Fund Direct Growth▲ 22.38%AUM ₹305 Cr •
Expense 1.57%
Start SIP in Mid Cap Mutual Funds for as low as Rs. 100
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What are Mid Cap Mutual Funds?
Mid cap mutual funds are those mutual funds wherein the mutual fund company (AMC) invests your money in a set of mid cap companies. These mid cap companies market capitalisation ranges from 5,000 crore to 20,000 crore. These mid cap companies range from 101-250.
These types of mutual funds are regulatorily and strategically meant to allocate the investment pool to only the mid cap companies. The Mutual Funds companies (AMC’s) and their fund managers typically create a portfolio mix where they look at the company’s past performance and long term growth potential, valuation, quality of management team and opportunity size of the industry. These AMC’s often rebalance the portfolio based on the latest earnings and new information that they learn so as to deliver long term growth and reduce risk.
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Advantages of investing in Mid Cap Mutual Funds
Immense growth potential
The companies that are included in the mid cap mutual funds have great potential for future growth. Since the companies are not in the news, these are mostly undervalued. Hence there are high chances that when the growth will be accelerated so will be the returns along with it.
Offers Diversification
Investing in mid cap mutual funds provides diversification to your investment portfolio. The main objective of any portfolio is to minimize the risk and maximize the return, by investing in mid cap mutual funds you offer room for risk management.
Taxation Rules of Mid Cap Mutual Funds
Short-Term Capital Gains (STCG)
If the units of Mid Cap Mutual Funds are sold within 12 months from the date of purchase, the gains are classified as short-term capital gains. These gains are taxed at a rate of 15%.
Long-Term Capital Gains (LTCG)
If the units are held for more than 12 months before being sold, the gains are classified as long-term capital gains. Long-term capital gains exceeding Rs. 1 lakh in a financial year are taxed at 10%.
Limitations of investing in Mid Cap Mutual Funds
Higher Volatility
Mid cap funds are more volatile than large cap funds due to the market dynamics of mid-sized companies. This can result in significant fluctuations in the fund's value, posing a higher risk to investors.
Limited Track Record
Mid cap mutual funds could invest in companies that do not have a very long track record or long history like the large cap mutual funds. Therefore, a lot of decisions by the mid cap mutual fund managers could be made based on due diligence and management interviews rather than long historical date and track record.
Who Should Invest in Mid Cap Mutual Funds?
Growth-Oriented Investors
Mid cap funds invest in medium-sized companies that have the potential for significant growth. These funds are suitable for investors seeking higher returns and willing to accept a moderate level of risk.
Moderate to High Risk Takers
Investors who can tolerate a moderate to high level of risk and are comfortable with market volatility. Mid Cap Mutual Funds are more volatile than large-cap funds but offer potentially higher returns, making them suitable for investors who can withstand short-term fluctuations.
Frequently Asked Questions
Mid Cap Mutual Funds are a type of equity mutual fund that invests primarily in mid-sized companies. These companies typically have a market capitalization between Rs. 5,000 crores and Rs. 20,000 crores. Mid cap funds aim to capture the growth potential of emerging companies that are positioned between small and large-cap companies. They offer a balance between the high growth potential of small-cap funds and the stability of large-cap funds.
Based on 5 year returns, the best mid cap mutual funds to invest are
| S.no | Fund Name | 5 Year Returns (Annualized) |
| 1 | Quant Mid Cap Fund Direct Growth Option Plan | 37.19% |
| 2 | Motilal Oswal Midcap Direct Growth | 32.00% |
| 3 | Mahindra Manulife Mid Cap Fund Direct Growth | 30.21% |
| 4 | Edelweiss Mid Cap Fund Direct Growth | 30.20% |
| 5 | PGIM India Midcap Opportunities Fund Direct Growth | 29.98% |
Mid Cap Mutual Funds carry a moderate to high level of risk. The risk is higher than large-cap funds but lower than small-cap funds. The performance of mid cap funds can be more volatile due to the market dynamics affecting mid-sized companies. However, these funds also have the potential to deliver higher returns over the long term compared to large-cap funds.
The returns from Mid Cap Mutual Funds can vary based on market conditions and the performance of the underlying mid-sized companies. Historically, mid cap funds have offered attractive returns, often outperforming large-cap funds over longer investment horizons. However, it's essential to note that past performance is not indicative of future results, and investors should be prepared for periods of volatility.
Investing in Mid Cap Mutual Funds is typically recommended for a medium to long-term horizon. This means you should consider an investment duration of at least 3-5 years to potentially benefit from the growth opportunities of mid-sized companies. A longer investment period helps to mitigate market volatility and allows the fund to grow through various market cycles.
Yes, we have an option of Flexi SIP where we can pause and restart the SIP.
We also give an option to edit our SIP anytime. Follow the steps below to change the SIP amount.
Step 1: Go to the SIP section, under the mutual fund dashboard.
Step 2: Open SIP Summary Page and click on manage SIP
Step 3: A bottom sheet will appear, click on edit SIP.
Step 4: An invest page will open, here you can edit your amount.
Note : Maximum Mandate amount should cater the new updated SIP amount.
For Example, if you have started a SIP via UPI and you have created a mandate for Rs 10000. In this case if you edit your SIP amount to 15000, you will receive invalid input.
You can edit the amount between SIP minimum investment amount ( created by AMC ) to maximum mandate amount ( created by user )
Mid Cap Mutual Fund invest money in companies whose market cap ranges from 5000 crore to 20,000 crore and ranks between 101-250.
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