Explore the top-performing mid-cap mutual funds, carefully filtered to identify long-term wealth creators.
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Growth Regular
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Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 119.33 | 34,780 | -2.09 | -0.31 | 2.14 | 13.76 | -2.80 | 26.91 | 35.44 | 19.29 | 23.87 | 0.69 | |
| 119.19 | 11,297 | -0.66 | 0.17 | 1.43 | 14.16 | 0.37 | 26.21 | 31.69 | 19.68 | 21.49 | 0.38 | |
| 4,613.80 | 38,386 | -0.59 | 0.98 | 2.64 | 14.56 | -0.80 | 25.81 | 30.95 | 19.07 | 61.90 | 0.71 | |
| 215.91 | 83,105 | -0.61 | 0.87 | 3.13 | 13.24 | 1.13 | 26.38 | 30.75 | 19.06 | 27.29 | 0.71 | |
| 220.26 | 8,062 | -0.61 | -0.32 | 4.23 | 20.39 | 5.50 | 29.46 | 30.25 | 20.25 | 27.49 | 0.56 | |
| 161.08 | 56,988 | -0.43 | 1.16 | 4.82 | 18.55 | 2.90 | 23.48 | 29.74 | 19.86 | 24.40 | 0.37 | |
| 236.45 | 8,319 | -0.85 | 0.77 | -2.40 | 3.27 | -13.08 | 18.04 | 29.67 | 18.18 | 28.24 | 0.71 | |
| 37.59 | 3,905 | -0.83 | 0.80 | 2.05 | 9.74 | -5.31 | 25.08 | 29.67 | NA | 18.94 | 0.47 | |
| 40.30 | 16,807 | -0.61 | 2.42 | 5.40 | 18.73 | 0.63 | 21.54 | 28.85 | NA | 25.41 | 0.58 | |
| 338.73 | 6,492 | -0.76 | 1.00 | 1.74 | 17.14 | 0.43 | 23.23 | 28.36 | 16.95 | 31.88 | 1.05 | |
| 1,531.51 | 12,501 | -1.01 | 0.61 | 3.66 | 14.22 | -1.90 | 24.09 | 28.11 | 16.12 | 48.47 | 0.93 | |
| 52.36 | 1,508 | -0.81 | 0.71 | 4.10 | 15.84 | -1.04 | 20.51 | 27.57 | NA | 35.21 | 0.75 | |
| 259.38 | 22,012 | -0.62 | 1.02 | -0.66 | 4.71 | -6.95 | 16.26 | 27.16 | 15.84 | 29.14 | 0.85 | |
| 121.73 | 2,157 | -0.37 | 1.10 | 3.17 | 10.90 | -3.05 | 21.25 | 26.88 | 16.98 | 21.69 | 0.56 | |
| 76.95 | 11,400 | -0.82 | -0.06 | 3.58 | 14.19 | -0.39 | 15.39 | 26.83 | 17.52 | 18.86 | 0.45 | |
| 495.61 | 4,946 | -0.74 | 1.01 | 3.32 | 12.41 | -3.89 | 22.25 | 26.36 | 16.86 | 35.88 | 0.64 | |
| 3,102.75 | 12,251 | -1.05 | 0.08 | 1.34 | 10.68 | -2.59 | 22.82 | 26.19 | 16.60 | 56.92 | 0.95 | |
| 885.54 | 5,970 | -0.67 | 0.96 | 1.86 | 12.50 | -4.40 | 20.38 | 25.95 | 15.09 | 42.21 | 1.03 | |
| 452.17 | 11,749 | -0.80 | 1.91 | 3.81 | 18.66 | -2.03 | 25.68 | 25.54 | 17.69 | 34.90 | 0.65 | |
| 339.14 | 11,668 | -1.07 | 0.36 | 1.51 | 13.38 | -5.39 | 17.59 | 24.37 | 15.42 | 31.89 | 0.92 | |
| 133.78 | 31,056 | -0.96 | 0.46 | 2.63 | 14.17 | -1.33 | 20.00 | 24.17 | 17.61 | 22.60 | 0.56 | |
| 32.79 | 330 | -1.52 | 1.00 | 0.15 | 10.12 | -5.04 | 20.91 | 23.99 | NA | 14.73 | 1.44 | |
| 130.45 | 128 | -0.62 | 1.16 | 2.81 | 13.47 | -4.10 | 18.84 | 21.90 | 15.84 | 22.35 | 2.13 | |
| 166.23 | 19,037 | -0.74 | 0.75 | 3.64 | 15.26 | -1.60 | 20.20 | 20.98 | 16.58 | 24.70 | 0.70 | |
| 20.52 | 3,582 | -0.80 | 0.71 | 3.88 | 16.61 | 3.59 | 26.98 | NA | NA | 26.63 | 0.42 |
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Why Use This Screener?
Long-Term Growth Benchmarking
This screener uses the 5-year CAGR of mid-cap funds as a ranking metric. Although a simple yardstick, the long-term return effectively demonstrates the fund management team’s ability to deliver over a long period, which could include market ups and downs. For an even deeper look, rank by returns over 10 years.
Balanced Risk-Return Profile
Mid-cap funds offer a middle ground between the high-risk nature of small-caps and the relative stability of large-caps.
Performance Across Market Cycles
Funds that deliver a solid 5-year CAGR despite market volatility show great fund management and robust stock selection. Pair the returns against the risk metrics of the fund to see if it's the right fund for you.
Wealth Creation Potential
Mid-cap funds could deliver potentially higher returns as compared to their large-cap peers while maintaining relatively lower volatility (as compared to smallcap funds).
From an investor perspective, mid-cap funds offer an opportunity to get exposure to potentially faster mid-sized companies, but with added risk of unsuccessful outcomes.
FAQs on Best Mid Cap Mutual Funds
What is a mid-cap mutual fund?
A mid-cap mutual fund is an equity scheme that primarily invests in mid-sized companies, typically ranked 101–250 by market capitalization.
Mid-sized companies offer the potential for faster growth, though with enhanced risk of unsuccessful outcomes, as compared to their larger peers.
Why rank mid-cap funds over a minimum of 5-year CAGR?
Mid-cap funds often deliver higher returns but with higher volatility. Using their 5-year CAGR as a benchmark allows investors to identify mid-cap funds that can generate competitive returns. For an even deeper look, compare and rank by 10-year CAGR, which would have seen at least one stock market cycle.
What does CAGR mean in mutual funds?
CAGR (Compound Annual Growth Rate) shows how much an investment has grown annually, on average, over a period. It is the most important metric for measuring returns over a year. In mutual funds, a 5-year CAGR helps investors understand the fund’s long-term performance.
Are mid-cap funds right for you?
Your personal investment advisor is the right person to answer this question for you. Generally, most investors must have access to all market segments. You can achieve this by investing in the best flexi-cap funds too.
Very conservative investors seeking exposure to the stock markets generally prefer to stick to the best large-cap funds.
>> Dig deeper into our easy-to-use mutual fund screener for better views and ideas.
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