Mid Cap mutual funds
At least 65% in mid-cap stocks (companies ranked 101 to 250 by market value). This page lists every Mid Cap scheme (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 23 Oct 2026.
Category AUM and net inflow cover all plans and options of the 34 Mid Cap Fund schemes in AMFI's monthly report for September 2026 (source); net inflow is money invested minus money redeemed during the month.
Mid Cap schemes invest mainly in the market below, which is also close to how many of them are benchmarked. Where that market stands today:
- P/E 26.4: higher than 17% of days since 2016 (median 33.6)
- 1Y −5.6% · 3Y +12.7% p.a. · 5Y +12.7% p.a. (index fund NAV, after costs)
- −12.5% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Mutual Fund | 858.31 | 6,277 | 1.22% | -3.8% | 12.5% | 11.1% | 19.5% | -11.5% | 2% | 18.7% | −21.9% | 13.8 y |
| Axis Midcap Fund Axis Mutual Fund | 131.67 | 32,758 | 0.80% | -1.4% | 14.7% | 11.1% | 19.6% | 4.9% | 5% | 16.8% | −20.0% | 13.8 y |
| BANDHAN MID CAP FUND Bandhan Mutual Fund | 18.61 | 2,450 | 0.77% | -0.3% | 15.7% | n/a | 21.6% | 15.4% | 38% | 19.3% | n/a | 4.2 y |
| BANK OF INDIA MID CAP FUND Bank of India Mutual Fund | 9.69 | 703 | 1.38% | -3.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas Mutual Fund | 121.15 | 2,424 | 0.78% | -1.0% | 14.2% | n/a | 21.4% | 14.2% | 29% | 16.4% | n/a | 4.6 y |
| Canara Robeco Mid Cap Fund Canara Robeco Mutual Fund | 17.53 | 4,797 | 0.91% | -4.3% | 14.3% | n/a | 20.3% | 14.3% | 36% | 18.2% | n/a | 3.9 y |
| DSP Midcap Fund DSP Mutual Fund | 156.62 | 18,762 | 0.85% | -5.8% | 11.5% | 9.4% | 18.5% | -4.1% | 0% | 18.7% | −21.5% | 13.8 y |
| Edelweiss Mid Cap Fund Edelweiss Mutual Fund | 116.16 | 18,552 | 0.68% | -3.7% | 18.2% | 15.4% | 26.0% | -4.9% | 95% | 18.7% | −20.1% | 9.9 y |
| Franklin India Mid Cap Fund Franklin Templeton Mutual Fund | 2,866.15 | 11,731 | 1.14% | -8.5% | 12.8% | 11.0% | 19.3% | -7.5% | 23% | 18.0% | −22.7% | 13.8 y |
| HDFC Mid Cap Fund HDFC Mutual Fund | 213.42 | 100,794 | 0.74% | -3.2% | 15.3% | 16.5% | 22.9% | -8.4% | 97% | 16.2% | −16.8% | 13.8 y |
| Helios Mid Cap Fund Helios Mutual Fund | 12.71 | 2,351 | 0.94% | -1.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.6 y |
| HSBC Midcap Fund HSBC Mutual Fund | 482.58 | 16,373 | 1.11% | 6.3% | 20.2% | n/a | 26.0% | 20.2% | 100% | 21.2% | n/a | 3.9 y |
| ICICI Prudential Mid Cap Fund ICICI Prudential Mutual Fund | 339.97 | 7,562 | 1.10% | -1.2% | 17.9% | 13.7% | 21.2% | -9.9% | 27% | 19.9% | −21.3% | 13.8 y |
| Invesco India Mid Cap Fund Invesco Mutual Fund | 215.67 | 15,404 | 0.77% | -4.0% | 20.4% | 16.4% | 23.4% | -1.7% | 54% | 20.6% | −20.1% | 13.8 y |
| ITI Mid Cap Fund ITI Mutual Fund | 22.85 | 1,381 | 0.91% | -3.5% | 16.8% | 13.1% | 25.1% | 16.5% | 85% | 20.0% | −22.7% | 5.6 y |
| JM Mid Cap Fund JM Financial Mutual Fund | 20.09 | 1,241 | 0.95% | -2.9% | 15.8% | n/a | 24.1% | 15.6% | 100% | 20.0% | n/a | 3.9 y |
| Kotak Mid Cap Fund Kotak Mahindra Mutual Fund | 150.91 | 65,716 | 0.55% | -6.1% | 13.9% | 13.8% | 22.7% | -5.9% | 50% | 19.0% | −20.9% | 13.8 y |
| LIC MF Mid Cap Fund LIC Mutual Fund | 31.22 | 352 | 1.99% | -5.6% | 12.8% | n/a | 16.6% | 12.8% | 88% | 20.0% | n/a | 3.2 y |
| Mahindra Manulife Mid Cap Fund Mahindra Manulife Mutual Fund | 36.71 | 4,876 | 0.76% | -3.7% | 14.7% | 14.4% | 25.7% | 11.6% | 79% | 18.5% | −20.9% | 8.7 y |
| Mirae Asset Midcap Fund Mirae Asset Mutual Fund | 39.13 | 18,776 | 0.96% | -4.3% | 13.1% | 12.3% | 23.6% | 13.1% | 34% | 19.0% | −22.5% | 7.2 y |
| Nippon India Growth Mid Cap Fund Nippon India Mutual Fund | 4,509.62 | 48,603 | 0.79% | -3.3% | 15.6% | 15.4% | 21.9% | -5.6% | 98% | 18.6% | −19.9% | 13.8 y |
| PGIM India Midcap Fund PGIM India Mutual Fund | 70.79 | 10,196 | 0.72% | -7.6% | 9.8% | 8.3% | 15.3% | -8.0% | 25% | 16.9% | −19.5% | 12.9 y |
| Quant Mid Cap Fund quant Mutual Fund | 228.79 | 7,424 | 1.16% | -3.9% | 9.2% | 13.1% | 14.2% | -5.5% | 61% | 18.4% | −26.0% | 13.8 y |
| Samco Mid Cap Fund Samco Mutual Fund | 9.19 | 73 | 1.67% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.7 y |
| SBI MIDCAP FUND SBI Mutual Fund | 245.93 | 22,429 | 1.02% | -5.6% | 8.2% | 10.9% | 19.4% | -11.0% | 31% | 16.6% | −17.9% | 13.8 y |
| Sundaram Mid Cap Fund Sundaram Mutual Fund | 1,469.48 | 13,369 | 1.06% | -5.8% | 15.4% | 14.2% | 20.8% | -10.5% | 56% | 18.3% | −20.7% | 13.8 y |
| Tata Mid Cap Fund Tata Mutual Fund | 480.22 | 5,667 | 0.85% | -3.9% | 12.5% | 12.4% | 21.4% | -4.1% | 6% | 17.2% | −21.2% | 13.8 y |
| Taurus Mid Cap Fund Taurus Mutual Fund | 126.86 | 134 | 2.36% | -3.2% | 8.8% | 9.9% | 17.6% | -3.8% | 0% | 18.8% | −23.9% | 13.8 y |
| The Wealth Company Mid Cap Fund The Wealth Company Mutual Fund | 8.88 | 171 | 2.26% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.2 y |
| TRUSTMF MID CAP FUND Trust Mutual Fund | 11.06 | 707 | 1.93% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.6 y |
| Union Midcap Fund Union Mutual Fund | 51.76 | 1,848 | 1.08% | -1.8% | 14.5% | 12.6% | 22.8% | 14.2% | 17% | 18.1% | −21.3% | 6.6 y |
| UTI - Mid Cap Fund UTI Mutual Fund | 321.38 | 11,559 | 1.27% | -5.8% | 9.8% | 9.8% | 18.4% | -8.2% | 11% | 18.2% | −22.7% | 13.8 y |
| WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund | 21.32 | 7,614 | 0.92% | 1.5% | 19.2% | n/a | 26.4% | 19.1% | 100% | 17.8% | n/a | 4.1 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of Nifty Midcap 150 (proxy: Motilal Oswal Nifty Midcap 150 Index Fund, price return). Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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