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Best Mid Cap Mutual Funds 2023

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Mid cap funds invest in mid-sized companies according to average market capitalisation (Rs. 500 crore to Rs. 10000 crore). Minimum investment in Equity & Equity-related instruments of Mid-Cap companies is 65% of total assets.
Decizen:- Q: Quality, P: Performance, E: Expenses
Compare Funds

Fund Name

NAV (Rs.)
AUM (Cr.)
Returns Since
inception (%)
Returns
Mutual Fund DeciZen

Past

Avg Rolling
Q
P
E
JM Midcap Fund
9.62 0
-6.2
21 Nov' 22
0
0
0
0
0.00
0.00
0.00
0.00
Q
P
E
Canara Robeco Mid Cap Fund
9.70 892
-13
02 Dec' 22
0
0
0
0
0.00
0.00
0.00
0.00
Q
P
E
IDFC Midcap Fund
9.71 613
-3.5
18 Aug' 22
0
0
0
0
0.00
0.00
0.00
0.00
Q
P
E
WhiteOak Capital Mid Cap Fund
9.89 434
-0.7
07 Sep' 22
0
0
0
0
0.00
0.00
0.00
0.00
Q
P
E
ITI Mid Cap Fund
11.10 426
6.5
05 Mar' 21
3.48
0
0
0
0.34
0.00
0.00
0.00
Q
P
E
IDBI Midcap Fund
16.25 188
8.6
25 Jan' 17
-4.45
12.88
6.94
0
10.61
9.00
7.98
0.00
Q
P
E
Mahindra Manulife Mid Cap Unnati Yojana
17.26 1,063
11.8
30 Jan' 18
-1.25
18.04
12.99
0
18.05
19.75
12.12
0.00
Q
P
E
Mirae Asset Midcap Fund
20.91 9,002
23.4
29 Jul' 19
1.3
21.29
0
0
34.58
25.72
0.00
0.00
Q
P
E
Union Midcap Fund
26.98 573
41.8
23 Mar' 20
-0.15
0
0
0
39.05
0.00
0.00
0.00
Q
P
E
PGIM India Midcap Opportunities Fund
42.49 7,558
17.2
02 Dec' 13
-2.62
28.55
17.18
17.44
20.34
15.25
12.62
17.55
Q
P
E
Motilal Oswal Midcap Fund
50.48 3,627
19.8
24 Feb' 14
9.59
20.47
15.3
0
19.13
12.42
10.76
19.62
Q
P
E
Edelweiss Mid Cap Fund
51.40 2,481
11.5
26 Dec' 07
2.62
20.4
12.13
20.93
23.49
18.54
18.09
18.71
Q
P
E
Baroda BNP Paribas Mid Cap Fund
58.84 1,228
11.2
02 May' 06
1.01
18.52
11.17
18.39
20.95
17.53
17.21
16.26
Q
P
E
Axis Midcap Fund
65.41 19,144
17.1
18 Feb' 11
-2.13
15.87
15.66
19.66
21.36
19.65
17.87
19.41
Q
P
E
Kotak Emerging Equity Fund
74.78 23,335
13.6
30 Mar' 07
4.84
19.64
13.86
22
23.15
18.14
17.34
17.34
Q
P
E
Taurus Discovery (Midcap) Fund
75.18 78
7.4
05 Sep' 94
2.87
16.82
11.27
18.51
19.72
15.78
14.63
12.46
Q
P
E
DSP Midcap Fund
85.26 13,699
14.2
14 Nov' 06
-4.44
11.72
9.43
18.02
19.47
16.41
17.16
17.52
Q
P
E
Invesco India Midcap Fund
87.87 2,678
14.8
19 Apr' 07
0.25
17.32
12.93
19.41
21.23
17.63
18.01
18.04
Q
P
E
HDFC Mid-Cap Opportunities Fund
101.18 35,731
16
25 Jun' 07
10.94
21.45
12.56
19.78
21.66
17.54
18.39
18.98
Q
P
E
Quant Mid Cap Fund
130.12 1,330
12.4
26 Feb' 01
6.74
30.58
18.32
16.44
17.66
13.11
10.99
9.33
Q
P
E
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*Based on the Fund’s Ranking within its Category
FAQ's
Mid cap funds invest a major percentage of their AUM in mid-sized companies according to average market capitalisation (Rs. 500 crore to Rs. 10000 crore). Minimum investment in Equity & Equity-related instruments of Mid-Cap companies is 65% of total assets.
The process of choosing best mid cap funds for investment does not entirely differ from that involved in choosing other stocks. Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
  1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
  2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
  3. What is the Right Allocation? – Check if the fund suits your risk profile

Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details

Fund Name AUM (Cr.) Returns Since inception 5 Yr Avg Rolling Quality Performance
HDFC Mid-Cap Opportunities Fund 21,817 14.2 18.96 Somewhat Good Very Good
Axis Midcap Fund 6,949 16.9 17.7 Very Good Not Good
Invesco India Midcap Fund 1,009 13.7 17.44 Somewhat Good Somewhat Good
DSP Midcap Fund 8,407 14.4 16.86 Very Good Very Good
Sundaram Mid Cap Fund 5,243 23.3 16.47 Somewhat Good Somewhat Good
Mid-sized companies’ faster growth rates than large-caps, but are also more risky. Risk comes from being unable to maintain the high growth rates consistently and leverage taken to support such growth. As a result, they are also more risky and volatile than large cap funds. However, as mid cap companies perform better during a bull run they deliver astonishing returns, sometimes even outperforming large cap funds.
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