Mid Cap Mutual Funds
All 34 mid cap funds, Direct Growth plans, compared on returns, risk and cost. NAV as of 7 Oct 2026.
Category average
+15.9%
3 years, a year
Category average
+14.4%
5 years, a year
Category average
18.0%
Volatility, 3 years
Category average
1.05%
Expense ratio
Against the NIFTY Midcap 150 Index: 13 of 25 funds with at least 5 calendar years of history returned more than the index in at least half of the years from 2017 to 2026. The 2026 figure is year to date.
Mid Cap funds compared
| Fund | 1Y | 3Y a year | 5Y a year | Volatility 3Y | Worst fall 5Y | Years ahead of index | Expense | Fund size |
|---|---|---|---|---|---|---|---|---|
| -1.5% | +18.2% | +20.0% | 20.9% | -28.9% | 5 of 10 | 0.93% | ₹42,852 Cr | |
| +6.6% | +22.4% | +18.6% | 19.8% | -20.1% | 6 of 10 | 0.76% | ₹15,905 Cr | |
| +3.1% | +15.8% | +17.6% | 15.9% | -17.0% | 6 of 10 | 0.74% | ₹1,08,325 Cr | |
| +4.4% | +19.8% | +17.3% | 18.1% | -20.1% | 5 of 10 | 0.72% | ₹19,891 Cr | |
| +14.9% | +22.7% | +17.3% | 20.4% | -26.0% | 4 of 10 | 1.19% | ₹17,188 Cr | |
| +5.2% | +17.4% | +16.9% | 18.0% | -19.9% | 6 of 10 | 0.78% | ₹52,271 Cr | |
| +5.4% | +16.1% | +16.0% | 17.8% | -20.9% | 4 of 8 | 0.75% | ₹5,406 Cr | |
| +2.2% | +16.8% | +15.9% | 17.7% | -20.7% | 2 of 10 | 1.05% | ₹14,863 Cr | |
| +9.7% | +19.9% | +15.6% | 19.1% | -21.3% | 5 of 10 | 1.11% | ₹8,403 Cr | |
| +0.3% | +16.0% | +15.4% | 18.3% | -20.9% | 5 of 10 | 0.51% | ₹71,256 Cr | |
| +6.5% | +18.7% | +15.1% | 19.2% | -22.7% | 3 of 5 | 0.94% | ₹1,539 Cr | |
| +3.5% | +10.4% | +14.3% | 18.0% | -26.0% | 4 of 10 | 1.18% | ₹8,056 Cr | |
| +6.2% | +16.1% | +14.3% | 17.5% | -21.3% | 3 of 6 | 1.13% | ₹2,005 Cr | |
| +5.5% | +15.5% | +14.0% | 15.9% | -18.6% | 3 of 10 | 0.76% | ₹2,658 Cr | |
| +4.0% | +14.3% | +13.9% | 18.5% | -22.5% | 4 of 7 | 0.95% | ₹20,892 Cr | |
| +2.3% | +13.4% | +13.6% | 16.7% | -21.2% | 4 of 10 | 0.87% | ₹6,240 Cr | |
| +4.8% | +15.9% | +12.5% | 16.4% | -20.3% | 5 of 10 | 0.82% | ₹35,425 Cr | |
| +5.0% | +14.0% | +12.5% | 18.2% | -21.9% | 1 of 10 | 1.24% | ₹6,966 Cr | |
| +2.2% | +9.8% | +12.3% | 16.0% | -17.9% | 4 of 10 | 1.03% | ₹24,518 Cr | |
| -1.0% | +14.2% | +12.0% | 17.5% | -23.9% | 3 of 10 | 1.12% | ₹13,052 Cr | |
| +6.6% | +9.9% | +11.8% | 18.2% | -23.9% | 5 of 10 | 2.29% | ₹140 Cr | |
| +3.6% | +15.1% | +11.5% | 19.2% | -24.9% | 2 of 9 | 1.78% | ₹392 Cr | |
| +0.5% | +12.9% | +10.7% | 18.2% | -22.5% | 2 of 10 | 0.81% | ₹21,019 Cr | |
| +0.2% | +10.7% | +10.6% | 17.7% | -22.7% | 1 of 10 | 1.15% | ₹12,795 Cr | |
| -1.7% | +10.9% | +9.6% | 16.4% | -19.5% | 3 of 10 | 0.76% | ₹11,218 Cr | |
| +11.1% | +20.8% | N/A | 17.3% | N/A | 3 of 4 | 0.97% | ₹7,485 Cr | |
| +7.6% | +18.2% | N/A | 19.1% | N/A | 3 of 4 | 0.97% | ₹1,360 Cr | |
| +8.0% | +17.5% | N/A | 18.8% | N/A | 2 of 4 | 0.75% | ₹2,581 Cr | |
| +4.0% | +16.5% | N/A | 17.4% | N/A | 2 of 4 | 0.91% | ₹5,231 Cr | |
| +8.1% | N/A | N/A | N/A | N/A | 1 of 1 | 1.00% | ₹2,229 Cr | |
| +3.5% | N/A | N/A | N/A | N/A | 1 of 1 | 1.37% | ₹767 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.74% | ₹81 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 0.47% | ₹171 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.99% | ₹588 Cr |
Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return.Years ahead of index counts the calendar years from 2017 to 2026 in which the fund returned more than the NIFTY Midcap 150 Index. Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. N/A means the fund is too young for that period.
What a mid cap fund is
Mid cap funds invest at least 65% of their assets in mid-sized companies, those ranked 101 to 250 by market value.
Source: SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.
Investing from the UAE
NRIs living in the UAE can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada, or accept them only offline. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.
Questions
How are these mid cap funds ordered?
By 5-year annualised return, highest first. Funds younger than 5 years follow, ordered by 3-year return and then 1-year return. Every figure is worked out from each fund's own Direct Growth NAV, the same way for every fund. We do not label any fund as the best.
Can NRIs living in the UAE invest in mid cap funds?
Generally yes, once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline, so check the fund house's current policy if that applies to you.
How are gains taxed for NRIs?
For equity funds, India taxes gains on units held for 12 months or less at 20%, and gains on units held longer at 12.5% on the amount above ₹1.25 lakh in a financial year, plus cess and any surcharge. For NRIs the fund house deducts this tax when you redeem. The outcome depends on your tax residence and facts, so confirm your position with a tax adviser.
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