By Mark Lovett

Are you looking to balance risk and reward in your mutual fund portfolio? Mid-cap funds might just be your sweet spot. These funds invest in companies that have already overcome the early-stage volatility of small caps. However, they still hold growth potential. Over the last five years, certain mid-cap funds have delivered attractive returns to investors, consistently outperforming the market.

Let’s break down some of the best-performing mid-cap funds based on their returns.

5 Midcap funds that delivered Impressive Returns in 5 years

Looking for the best SIP plan for 5 years? These mid-cap funds must be on your radar!

  • Motilal Oswal Midcap Fund

With the 5-year return standing at 27%+, the Motilal Oswal Midcap Fund is one of the popular picks. There’s no lock-in period involved with this fund, and investors can create an SIP with just INR 500. This fund invests significantly in technology, consumer cyclical, and industrial sectors, which constitute the majority of its portfolio.

    • AUM: INR 24,488.00 crore
    • NAV: INR 101.4980
  • Expense ratio: 0.65%
  • 1-Year return: 15.82%
  • 3-Year return: 29.26%
  • 5-Year return: 27.81%

  • Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund is another choice, having delivered over 26% returns to investors in the last five years. The experienced fund managers adopt a meticulous stock-picking strategy, identifying businesses that are positioned to capitalize on emerging trends. The minimum amount for SIP and lump sum investment in this fund is just INR 100.

  • AUM: INR 8,268.27 crore
  • NAV: INR 96.6260
  • Expense ratio: 0.39%
  • 1-Year return: 9.45%
  • 3-Year return: 22.61%
  • 5-Year return: 26.27%

  • HDFC Mid-Cap Opportunities Fund

The HDFC Midcap Opportunities Fund is known for its strong track record in the midcap fund category. The asset allocation is prudently diversified across promising sectors like financial services, consumer cyclical, healthcare, industrials, and technology. Investors looking for stability and growth in the long term may consider this fund.

  • AUM: INR 73,510.10 crore
  • NAV: INR 178.6700
  • Expense ratio: 0.79%
  • 1-Year return: 3.72%
  • 3-Year return: 24.04%
  • 5-Year return: 25.31%

  • Mahindra Manulife Mid Cap Fund

The Mahindra Manulife Mid Cap Fund identifies fundamentally strong companies with significant growth potential. It maintains a diversified sectoral allocation to balance the risk-to-reward ratio. With a healthy 24.81% return in the last five years, this fund continues to be a great pick for investors. The Mahindra Manulife Mid Cap Fund invests in sectors like basic materials, healthcare, technology, consumer defensive, energy, and communication services.

  • AUM: INR 3,326.35 crore
  • NAV: INR 31.6211
  • Expense ratio: 0.47%
  • 1-Year return: 2.72%
  • 3-Year return: 21.89%
  • 5-Year return: 24.81%

  • Invesco India Mid Cap Fund

Invesco India Mid Cap Fund is another suitable fund for investors in the mid cap segment. The fund manager prioritizes businesses with strong cash flows and competitive advantage in the market. Some of the key sectors where it invests include financial services, consumer cyclical, healthcare, technology, industrials, and basic materials.  You can start an SIP with INR 500 as the minimum amount in this fund.

    • AUM: INR 5,645.33 crore
    • NAV: INR 169.8400
  • Expense ratio: 0.59%
  • 1-Year return: 11.90%
  • 3-Year return: 22.13%
  • 5-Year return: 23.42%

Wrapping Up

Mid cap funds bring you the combined benefits of both small and large cap funds. While you benefit from the high growth potential of these funds, they are not as volatile as small caps. Consider your risk appetite and investment philosophy before you capitalize on the long-term potential of mid-cap mutual funds.


About the Author: Mark is a tenured writer for NewsWatch, focusing on technology and emerging trends. Mark gives readers insight into how tomorrow’s innovations will transform our relationship with technology in everyday life.

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