Mid cap mutual funds invest in equities of mid-sized companies based on market capitalization and suited for long term investments. They have higher growth potential than large-cap companies and are less risky than small-cap companies.
Learn how Scripbox Recommends funds| Fund Name | 3Y Returns | Expense Ratio |
|---|---|---|
 | 29.5% | 0.72% |
 | 20.5% | 0.77% |
 | 27.6% | 0.77% |
 | 21.3% | 0.57% |
 | 36.7% | 0.58% |
Note : *NA implies that Fund is relatively new. Not enough data available
Invest in these funds with automated best practices like quarterly scans, updates & tax-optimised withdrawals
Below are the best mid cap mutual funds in india:
HDFC Mid-Cap Opportunities Fund Direct (G) is a Equity fund that has delivered a 1 Year return of 30.8%, a 3 Years return of 29.5% and a 5 Years return of 29.9%. The fund has an expense ratio of 0.7% and an AUM of ₹76061 crores as of 2024-12-27. It was Launched on 2013-01-01. The minimum SIP investment is ₹1000 and the minimum lump sum investment is ₹5000. The fund allocates 93.06% to equities and 6.94% to other assets.
SBI Magnum Midcap Fund Direct (G) is a Equity fund that has delivered a 1 Year return of 22.3%, a 3 Years return of 20.5% and a 5 Years return of 28.3%. The fund has an expense ratio of 0.8% and an AUM of ₹21455 crores as of 2024-12-27.The minimum SIP investment is ₹1000 and the minimum lump sum investment is ₹5000. The fund allocates 94.78% to equities, 0.44% to debt and 4.78% to other assets.
Nippon India Growth Fund Direct (G) is a Equity fund that has delivered a 1 Year return of 30.3%, a 3 Years return of 27.6% and a 5 Years return of 30.2%. The fund has an expense ratio of 0.8% and an AUM of ₹34584 crores as of 2024-12-27.The minimum SIP investment is ₹1000 and the minimum lump sum investment is ₹5000. The fund allocates 96.55% to equities, 0.02% to debt and 3.43% to other assets.
Mirae Asset Midcap Fund Direct (G) is a Equity fund that has delivered a 1 Year return of 23.0%, a 3 Years return of 21.3% and a 5 Years return of 27.3%. The fund has an expense ratio of 0.6% and an AUM of ₹16695 crores as of 2024-12-27. It was Launched on 2019-07-29. The minimum SIP investment is ₹1000 and the minimum lump sum investment is ₹5000. The fund allocates 99.33% to equities and 0.67% to other assets.
Motilal Oswal Midcap Fund Direct (G) is a Equity fund that has delivered a 1 Year return of 55.4%, a 3 Years return of 36.7% and a 5 Years return of 34.6%. The fund has an expense ratio of 0.6% and an AUM of ₹22898 crores as of 2024-12-27. It was Launched on 2014-02-24. The minimum SIP investment is ₹1000 and the minimum lump sum investment is ₹5000. The fund allocates 80.98% to equities, 15.13% to debt and 3.89% to other assets.
Mid cap funds are a category of equity mutual funds that invest in midcap stocks. Mid cap stocks are of companies ranking between 101th and 250th by market capitalization. As these are pure equity funds, investors who are willing to take the risk associated with them can invest in midcap funds.
Mid cap companies can generate significant returns in the long term. These companies are also highly volatile. Additionally, mid cap companies have good growth potential.
One can invest in top performing mid cap funds to achieve their long term financial goals. Also, investors who are not affected by short term volatility can invest in mid cap mutual funds. They are good for portfolio diversification as the companies have good growth potential. Therefore, investors looking to accumulate wealth in the long term can invest in midcap funds. However, these funds have a significant amount of risk associated with them.
Scripbox allows investors to invest in the top mid cap mutual funds. Their robotic technology and thorough research picks the best mid cap mutual funds for you.
You can invest in Scripbox’s recommended best mid cap mutual funds in India by following the below-mentioned steps:
Mid cap companies have a high potential to grow and become large cap companies. They have a business model in place. They give higher returns than large cap companies in the bullish phase but are vulnerable to a falling market. However, they are less risky than small cap companies.
Small cap companies have a higher growth potential. They are just entering the market and hence very young and seek to expand aggressively. They are the riskiest companies as they are highly vulnerable to market cycles. However, in the bullish phase, they perform exceptionally well in the market.
One cannot say which is better from an investment perspective. All industries follow a business cycle, and no industry or company is always in the growth phase. However, investing in large caps is considered safest, followed by mid caps and then small caps. It depends on the investor’s needs and profiles to know which is the best fit for him/her. Thus, a risk-averse investor should reconsider investing in small and mid caps.
An investment is considered good if it meets the investor’s needs and requirements. Mid cap mutual funds best suit investors that are willing to invest for the long term and are not affected by short term fluctuations. Mid cap funds are one of the equity mutual fund types. Investors seeking high returns but willing to absorb more risk should invest in the top midcap funds.
Mid cap mutual funds invest in equities of companies that rank between 101 and 250 based on market capitalization. Their high growth potential generates higher returns than large cap mutual funds in the bullish phase. During a bear market phase, even the top funds might lose substantial value as investors prefer safer options. They are less risky than small cap funds. Overall, the best mid cap mutual funds are suited for long term investments.
Mid cap funds are a double-edged weapon. They can grow in size and generate gains or they can go downside. This is why there is no good time to invest in mid cap funds. Markets are volatile and the best way to invest is regularly and for the long term. Mid cap funds are sensitive to market conditions, and they might have the potential to earn returns but at the same time can have downside risk. Investors who worry for small short term market movements should consider investing in diversified investments. However, investors who can stay invested in mid cap funds for the long term despite market fluctuations can earn substantial returns.