Mid Cap funds, side by side
17 Mid Cap funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Midcap FundAxis Mutual Fund | +15.5% | +12.8% | 0.84% | -29.4% | ₹1,71,679 | ₹35,425 cr |
| Bandhan Mid Cap FundBandhan Mutual Fund | +17.2% | — | 0.76% | -22.7% | — | ₹2,624 cr |
| Baroda BNP Paribas Mid Cap FundBaroda BNP Paribas Mutual Fund | +15.6% | — | 0.78% | -18.6% | — | ₹2,560 cr |
| Canara Robeco Mid Cap FundCanara Robeco Mutual Fund | +16.3% | — | 0.86% | -21.2% | — | ₹5,102 cr |
| DSP Midcap FundDSP Mutual Fund | +13.3% | +11.2% | 0.83% | -32.7% | ₹1,60,796 | ₹21,019 cr |
| Edelweiss Mid Cap FundEdelweiss Mutual Fund | +19.5% | +18.0% | 0.68% | -39.2% | ₹2,11,960 | ₹19,585 cr |
| HDFC Mid Cap FundHDFC Mutual Fund | +16.0% | +18.1% | 0.76% | -39.5% | ₹2,13,135 | ₹1,08,325 cr |
| HSBC Midcap FundHSBC Mutual Fund | +22.4% | — | 1.15% | -26.0% | — | ₹16,997 cr |
| Invesco India Mid Cap FundInvesco Mutual Fund | +22.7% | +19.3% | 0.78% | -34.1% | ₹2,22,879 | ₹15,996 cr |
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | +16.3% | +16.1% | 0.54% | -36.0% | ₹1,96,666 | ₹69,941 cr |
| Mirae Asset Midcap FundMirae Asset Mutual Fund | +14.7% | +14.9% | 0.96% | -37.4% | ₹1,87,313 | ₹20,892 cr |
| Nippon India Growth Mid Cap FundNippon India Mutual Fund | +17.2% | +17.4% | 0.79% | -35.3% | ₹2,06,949 | ₹52,271 cr |
| SBI Midcap FundSBI Mutual Fund | +9.7% | +13.0% | 1.05% | -43.1% | ₹1,73,463 | ₹24,518 cr |
| Sundaram Mid Cap FundSundaram Mutual Fund | +16.8% | +16.4% | 1.06% | -44.3% | ₹1,98,501 | ₹14,202 cr |
| Tata Mid Cap FundTata Mutual Fund | +13.8% | +14.8% | 0.86% | -35.1% | ₹1,86,469 | ₹6,240 cr |
| UTI - Mid Cap FundUTI Mutual Fund | +10.9% | +11.5% | 1.26% | -40.8% | ₹1,62,884 | ₹12,795 cr |
| WhiteOak Capital Mid Cap FundWhiteOak Capital Mutual Fund | +20.6% | — | 0.94% | -19.3% | — | ₹7,610 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.54% to 1.26%lowest to highest
Return a year over 5 years+11.2% to +19.3%lowest to highest
Worst fall from a peak-44.3% to -18.6%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.