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 (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Schemes
35
Category AUM (AMFI, August 2026)
₹5.43 lakh cr
Net inflow in August
₹6,989 cr
Median 1Y return
3.5%
Median 3Y CAGR
14.1%
Median 5Y CAGR
13.0%
Median 3Y rolling
19.3%
Median max DD 5Y
−21.7%
Category AUM and net inflow cover all plans and options of the 34 Mid Cap Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.
Mid Cap schemes, Regular plans alphabetical · 35 schemes
| Scheme | NAV (₹) | 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 | 804.54 | 3.9% | 12.3% | 11.9% | 17.1% | -12.3% | 0% | 18.2% | −22.1% | 20.5 y |
| Axis Midcap Fund Axis Mutual Fund | 116.25 | 3.6% | 13.9% | 11.1% | 19.0% | 3.6% | 2% | 16.5% | −21.0% | 15.6 y |
| BANDHAN MID CAP FUND Bandhan Mutual Fund | 18.44 | 6.5% | 15.1% | n/a | 19.9% | 15.1% | 13% | 18.9% | n/a | 4.1 y |
| BANK OF INDIA MID CAP FUND Bank of India Mutual Fund | 10.10 | 1.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.1 y |
| Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas Mutual Fund | 105.19 | 4.7% | 13.3% | n/a | 19.7% | 13.3% | 5% | 15.9% | n/a | 4.6 y |
| Canara Robeco Mid Cap Fund Canara Robeco Mutual Fund | 17.64 | 3.3% | 14.4% | n/a | 18.9% | 14.4% | 9% | 17.6% | n/a | 3.8 y |
| DSP Midcap Fund DSP Mutual Fund | 146.07 | -0.3% | 11.4% | 9.5% | 16.9% | -7.6% | 0% | 18.3% | −23.0% | 19.9 y |
| Edelweiss Mid Cap Fund Edelweiss Mutual Fund | 102.82 | 3.2% | 17.4% | 15.6% | 24.2% | -6.1% | 65% | 18.2% | −20.3% | 9.8 y |
| Franklin India Mid Cap Fund Franklin Templeton Mutual Fund | 2,645.15 | -1.7% | 12.8% | 11.4% | 16.3% | -16.9% | 5% | 17.6% | −24.3% | 20.5 y |
| HDFC Mid Cap Fund HDFC Mutual Fund | 197.82 | 2.7% | 14.4% | 16.7% | 20.9% | -9.2% | 89% | 16.0% | −17.4% | 19.2 y |
| Helios Mid Cap Fund Helios Mutual Fund | 13.25 | 6.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.5 y |
| HSBC Midcap Fund HSBC Mutual Fund | 448.26 | 14.7% | 20.6% | n/a | 24.8% | 20.6% | 100% | 20.6% | n/a | 3.8 y |
| ICICI Prudential Mid Cap Fund ICICI Prudential Mutual Fund | 322.15 | 9.0% | 18.4% | 14.9% | 16.8% | -17.6% | 17% | 19.1% | −21.6% | 20.5 y |
| Invesco India Mid Cap Fund Invesco Mutual Fund | 188.21 | 5.4% | 20.4% | 17.0% | 20.0% | -3.9% | 50% | 20.0% | −20.6% | 19.4 y |
| ITI Mid Cap Fund ITI Mutual Fund | 21.99 | 5.4% | 16.1% | 13.0% | 22.9% | 16.1% | 45% | 19.3% | −23.8% | 5.6 y |
| JM Mid Cap Fund JM Financial Mutual Fund | 20.28 | 6.4% | 15.7% | n/a | 22.1% | 15.7% | 64% | 19.1% | n/a | 3.8 y |
| Kotak Mid Cap Fund Kotak Mahindra Mutual Fund | 136.74 | 0.3% | 14.3% | 14.1% | 19.8% | -11.6% | 10% | 18.4% | −21.0% | 19.5 y |
| LIC MF Mid Cap Fund LIC Mutual Fund | 29.46 | 2.5% | 13.4% | n/a | 16.4% | 13.4% | 32% | 19.4% | n/a | 3.2 y |
| Mahindra Manulife Mid Cap Fund Mahindra Manulife Mutual Fund | 33.82 | 3.7% | 13.8% | 14.6% | 23.8% | 9.6% | 62% | 17.9% | −21.7% | 8.6 y |
| Mirae Asset Midcap Fund Mirae Asset Mutual Fund | 37.77 | 3.6% | 12.6% | 13.0% | 22.1% | 12.0% | 12% | 18.5% | −22.9% | 7.2 y |
| Motilal Oswal Midcap Fund Motilal Oswal Mutual Fund | 113.21 | -1.3% | 17.2% | 19.6% | 22.0% | -8.2% | 90% | 21.2% | −28.9% | 12.6 y |
| Motilal Oswal Midcap Fund Motilal Oswal Mutual Fund | 97.90 | -2.1% | 16.1% | 18.4% | 20.6% | -9.3% | 79% | 21.2% | −29.6% | 12.6 y |
| Nippon India Growth Mid Cap Fund Nippon India Mutual Fund | 4,273.60 | 3.7% | 15.6% | 15.8% | 17.7% | -7.3% | 85% | 18.1% | −20.1% | 20.5 y |
| PGIM India Midcap Fund PGIM India Mutual Fund | 63.09 | -2.2% | 9.2% | 8.4% | 14.0% | -9.5% | 22% | 16.5% | −20.1% | 12.8 y |
| Quant Mid Cap Fund quant Mutual Fund | 210.97 | 2.5% | 8.4% | 13.3% | 10.6% | -8.6% | 57% | 18.1% | −26.6% | 20.5 y |
| Samco Mid Cap Fund Samco Mutual Fund | 9.51 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.6 y |
| SBI MIDCAP FUND SBI Mutual Fund | 229.87 | 1.5% | 8.3% | 11.7% | 16.3% | -18.5% | 30% | 16.1% | −18.2% | 20.5 y |
| Sundaram Mid Cap Fund Sundaram Mutual Fund | 1,400.30 | 1.9% | 15.2% | 14.7% | 17.0% | -11.2% | 48% | 17.8% | −21.0% | 20.5 y |
| Tata Mid Cap Fund Tata Mutual Fund | 434.80 | 1.7% | 11.8% | 12.6% | 17.4% | -12.7% | 0% | 16.8% | −21.6% | 20.5 y |
| Taurus Mid Cap Fund Taurus Mutual Fund | 126.67 | 5.1% | 9.0% | 11.3% | 15.2% | -22.8% | 0% | 18.4% | −24.1% | 20.5 y |
| The Wealth Company Mid Cap Fund The Wealth Company Mutual Fund | 9.38 | 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 | 11.51 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.5 y |
| Union Midcap Fund Union Mutual Fund | 49.91 | 4.9% | 13.8% | 12.7% | 21.1% | 13.1% | 5% | 17.6% | −21.7% | 6.5 y |
| UTI - Mid Cap Fund UTI Mutual Fund | 297.29 | 0.2% | 9.3% | 9.9% | 15.8% | -20.3% | 1% | 17.9% | −22.9% | 20.5 y |
| WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund | 20.99 | 9.3% | 18.4% | n/a | 24.6% | 18.4% | 100% | 17.4% | 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. "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.
Other categories
ContraDividend YieldELSSFlexi CapFocusedLarge & Mid CapLarge CapMulti CapSectoral/ThematicSmall CapValueAggressive HybridArbitrageBalanced AdvantageBalanced HybridConservative HybridEquity SavingsMulti Asset AllocationBanking & PSUCorporate BondCredit RiskDebt Index FundDebt SectoralDynamic BondFloaterGiltGilt 10Y ConstantLiquidLong DurationMedium DurationMedium to Long DurationMoney MarketOvernightShort DurationUltra Short DurationUltra Short to Short TermChildren'sLife CycleRetirementDomestic FoFIndex FundInternational FoFClosed-ended DebtClosed-ended ELSSFixed Maturity PlanInterval Fund
Reviewing your own mutual fund portfolio?
Integrato's team can walk you through how your current schemes have behaved, using the same data shown here. Integrato is an AMFI-registered Mutual Fund Distributor.
Get the Market Pulse by email every Monday
Every Monday: index benchmarks and the median 1-month and 1-year return of every equity category, plus broad equity, hybrid and debt figures. Calculated from AMFI NAVs. Free; unsubscribe from any email.
Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).