Top 10 Mid Cap funds by 5-year CAGR
All 34 Regular-plan Mid Cap schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 22 Regular-plan Mid Cap schemes with enough history (12 newer schemes left out) · Growth option · data as of 27 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Midcap Fund Motilal Oswal | Mid Cap | 17.1% | −8.8% | 15.7% | 21.3% | −29.6% | 0.43 | Very High | ₹39,147 Cr |
| 2 | HDFC Mid Cap Fund HDFC | Mid Cap | 15.8% | −3.1% | 15.0% | 16.1% | −16.9% | 0.52 | Very High | ₹99,954 Cr |
| 3 | Invesco India Mid Cap Fund Invesco | Mid Cap | 15.3% | −2.8% | 20.0% | 20.2% | −20.6% | 0.67 | Very High | ₹15,358 Cr |
| 4 | Nippon India Growth Mid Cap Fund Nippon India | Mid Cap | 14.8% | −2.3% | 15.5% | 18.3% | −20.1% | 0.49 | Very High | ₹48,292 Cr |
| 5 | Edelweiss Mid Cap Fund Edelweiss | Mid Cap | 14.2% | −3.2% | 17.3% | 18.4% | −20.3% | 0.59 | Very High | ₹18,378 Cr |
| 6 | Sundaram Mid Cap Fund Sundaram | Mid Cap | 13.7% | −5.2% | 15.2% | 18.0% | −21.0% | 0.48 | Very High | ₹13,235 Cr |
| 7 | ICICI Prudential Mid Cap Fund ICICI Prudential | Mid Cap | 13.6% | 0.6% | 18.4% | 19.4% | −21.6% | 0.62 | Very High | ₹7,506 Cr |
| 8 | Mahindra Manulife Mid Cap Fund Mahindra Manulife | Mid Cap | 13.0% | −2.8% | 13.7% | 18.1% | −21.4% | 0.40 | Very High | ₹4,836 Cr |
| 9 | Kotak Mid Cap Fund Kotak Mahindra | Mid Cap | 13.0% | −5.5% | 13.7% | 18.7% | −21.0% | 0.39 | Very High | ₹62,839 Cr |
| 10 | Union Midcap Fund Union | Mid Cap | 11.9% | −0.8% | 14.0% | 17.8% | −21.7% | 0.42 | Very High | ₹1,838 Cr |
| Category median | 11.7% | −3.2% | 13.8% | 18.3% | −21.6% | 0.42 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.