+91-22-48913909Best Mid Cap Mutual Funds 2026
Mid-caps have become one of the most preferred investment categories for Indian investors who want higher growth than large-caps but lower Volatility than small-cap.
Many mid-cap companies today were once tiny challengers — and a few years down the line, they often become India’s next large-cap or even giant-cap players. That’s exactly why mid cap funds attract investors with a long-term mindset.
Mid-caps = companies with strong fundamentals + high growth potential + ability to scale fast. When these firms are led by capable management and agile strategies, they often turn into tomorrow’s market leaders.
Institutional investors like Mutual Funds, pension funds, and FIIs actively chase mid-caps because this segment offers the perfect blend of growth + innovation + long-term wealth creation.
Why Should you Invest in Mid Cap Funds
Here’s why mid-cap funds deserve a spot in your long-term Portfolio -
1. Higher Wealth-Creation Potential
Historically, mid-cap funds have outperformed large-caps over long-term horizons (7–10 years+). Their ability to scale from mid-sized to large-sized companies is a powerful growth trigger.
2. Strike the Balance Between Stability & Growth
Mid-caps offer more stability than small-caps yet significantly better growth potential than large-caps.
3. Faster Response to Market & Innovation Cycles
Because mid-cap companies are more focused and nimble, they adapt quickly to:
- ✔ new business trends
- ✔ technology shifts
- ✔ customer behaviour changes
4. Better Performance in Bull Markets
When markets rally for long, mid-caps often lead the show — making them a strong cyclical bet.
5. Attractive Option for Long-Term Investors
Given enough time (5–7+ years), mid-caps have historically rewarded disciplined SIP investors with exceptional returns.
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Advantages of Midcap funds
Mid-cap funds continue to perform well because:
- They remain under-researched compared to large-caps, creating pricing inefficiencies.
- Skilled fund managers can unlock hidden value by identifying strong businesses early.
- India’s economic cycle and digital growth create opportunities for mid-sized companies to scale dramatically.
- Many of India’s fastest-growing sectors — manufacturing, EVs, digital services, specialty chemicals, consumer brands — are dominated by mid-caps.
This makes mid-cap funds a strong long-term investment category.
Fund Selection Methodology used to find 11 funds
Top 11 Best Mid Cap Mutual Funds to Invest in FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.3511
↓ -1.58 ₹42,852 5.8 19.7 -0.2 16.5 19.1 -12.1 Invesco India Mid Cap Fund Growth ₹192.55
↓ -2.27 ₹14,721 -0.5 19.6 8.9 21.3 17.7 6.3 Edelweiss Mid Cap Fund Growth ₹104.521
↓ -1.81 ₹19,891 -1.9 11 6 18 16.4 3.8 ICICI Prudential MidCap Fund Growth ₹329.51
↓ -6.30 ₹8,403 -2.7 11.8 12.9 19.4 15.5 11.1 Sundaram Mid Cap Fund Growth ₹1,429.13
↓ -22.74 ₹14,863 -2.5 10.1 5.3 15.8 15.4 4.1 TATA Mid Cap Growth Fund Growth ₹443.356
↓ -6.55 ₹6,240 -2.2 9 4.8 12.4 13.4 5.8 BNP Paribas Mid Cap Fund Growth ₹106.836
↓ -1.86 ₹2,658 -3.1 9.6 7.7 13.9 13.2 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹817.43
↓ -12.30 ₹6,966 -1.7 14.7 6.5 12.9 12.4 4.4 SBI Magnum Mid Cap Fund Growth ₹233.196
↓ -3.54 ₹24,518 -3.2 10.1 4 8.8 12.1 0.4 Franklin India Prima Fund Growth ₹2,692.42
↓ -42.12 ₹13,052 -2.2 9.7 0.9 13.4 11.8 1.6 Axis Mid Cap Fund Growth ₹117.99
↓ -1.73 ₹35,425 -0.8 12.5 6.2 14.3 11.5 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund TATA Mid Cap Growth Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund SBI Magnum Mid Cap Fund Franklin India Prima Fund Axis Mid Cap Fund Point 1 Highest AUM (₹42,852 Cr). Lower mid AUM (₹14,721 Cr). Upper mid AUM (₹19,891 Cr). Lower mid AUM (₹8,403 Cr). Upper mid AUM (₹14,863 Cr). Bottom quartile AUM (₹6,240 Cr). Bottom quartile AUM (₹2,658 Cr). Bottom quartile AUM (₹6,966 Cr). Upper mid AUM (₹24,518 Cr). Lower mid AUM (₹13,052 Cr). Top quartile AUM (₹35,425 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (24+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (32+ yrs). Established history (15+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.14% (top quartile). 5Y return: 17.75% (top quartile). 5Y return: 16.36% (upper mid). 5Y return: 15.48% (upper mid). 5Y return: 15.36% (upper mid). 5Y return: 13.41% (lower mid). 5Y return: 13.24% (lower mid). 5Y return: 12.41% (lower mid). 5Y return: 12.06% (bottom quartile). 5Y return: 11.84% (bottom quartile). 5Y return: 11.54% (bottom quartile). Point 6 3Y return: 16.54% (upper mid). 3Y return: 21.26% (top quartile). 3Y return: 17.99% (upper mid). 3Y return: 19.44% (top quartile). 3Y return: 15.84% (upper mid). 3Y return: 12.43% (bottom quartile). 3Y return: 13.91% (lower mid). 3Y return: 12.93% (bottom quartile). 3Y return: 8.83% (bottom quartile). 3Y return: 13.45% (lower mid). 3Y return: 14.35% (lower mid). Point 7 1Y return: -0.17% (bottom quartile). 1Y return: 8.86% (top quartile). 1Y return: 5.97% (lower mid). 1Y return: 12.88% (top quartile). 1Y return: 5.26% (lower mid). 1Y return: 4.81% (lower mid). 1Y return: 7.69% (upper mid). 1Y return: 6.54% (upper mid). 1Y return: 4.04% (bottom quartile). 1Y return: 0.86% (bottom quartile). 1Y return: 6.15% (upper mid). Point 8 Alpha: -7.99 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.37 (upper mid). Alpha: 6.99 (top quartile). Alpha: -1.08 (lower mid). Alpha: -1.08 (lower mid). Alpha: 2.09 (top quartile). Alpha: -0.53 (lower mid). Alpha: -4.17 (bottom quartile). Alpha: -6.16 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.06 (bottom quartile). Sharpe: 0.29 (lower mid). Sharpe: 0.47 (upper mid). Sharpe: 0.84 (top quartile). Sharpe: 0.43 (upper mid). Sharpe: 0.43 (lower mid). Sharpe: 0.62 (top quartile). Sharpe: 0.46 (upper mid). Sharpe: 0.27 (bottom quartile). Sharpe: 0.15 (bottom quartile). Sharpe: 0.39 (lower mid). Point 10 Information ratio: 0.16 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.78 (top quartile). Information ratio: 1.17 (top quartile). Information ratio: 0.50 (upper mid). Information ratio: -0.64 (bottom quartile). Information ratio: -0.14 (lower mid). Information ratio: -0.35 (bottom quartile). Information ratio: -1.24 (bottom quartile). Information ratio: -0.33 (lower mid). Information ratio: 0.00 (upper mid). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
TATA Mid Cap Growth Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
SBI Magnum Mid Cap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
All the funds mentioned above are ideal, we are giving you detailed analysis of 5 funds.
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Sep 26) ₹99.3511 ↓ -1.58 (-1.56 %) Net Assets (Cr) ₹42,852 on 31 Aug 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 0.06 Information Ratio 0.16 Alpha Ratio -7.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹12,549 31 Aug 23 ₹15,866 31 Aug 24 ₹25,879 31 Aug 25 ₹25,890 31 Aug 26 ₹27,113 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -6.5% 3 Month 5.8% 6 Month 19.7% 1 Year -0.2% 3 Year 16.5% 5 Year 19.1% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.61 Yr. Swapnil Mayekar 18 Nov 25 0.79 Yr. Ajay Khandelwal 1 Oct 24 1.92 Yr. Ankit Agarwal 21 Jan 26 0.61 Yr. Rakesh Shetty 22 Nov 22 3.78 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Technology 29.51% Financial Services 26.92% Consumer Cyclical 16.81% Industrials 13.61% Health Care 3.55% Real Estate 2.37% Communication Services 2.27% Energy 0.81% Consumer Defensive 0.52% Asset Allocation
Asset Class Value Cash 3.64% Equity 96.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM9% ₹3,886 Cr 22,630,476
↓ -1,470,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,486 Cr 58,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,769 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,479 Cr 12,488,926
↓ -500,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹2,210 Cr 3,850,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹2,088 Cr 51,000,000
↓ -500,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT4% ₹1,888 Cr 3,375,000
↓ -50,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹1,568 Cr 14,128,296
↓ -200,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON3% ₹1,474 Cr 992,735 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW3% ₹1,471 Cr 76,595,094
↓ -7,500,000 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (28 Sep 26) ₹192.55 ↓ -2.27 (-1.17 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,702 31 Aug 23 ₹13,026 31 Aug 24 ₹20,065 31 Aug 25 ₹21,554 31 Aug 26 ₹24,732 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -4.3% 3 Month -0.5% 6 Month 19.6% 1 Year 8.9% 3 Year 21.3% 5 Year 17.7% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.81 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 25.51% Health Care 24.09% Consumer Cyclical 18.62% Industrials 14.34% Real Estate 9.23% Basic Materials 3.03% Utility 1.77% Technology 1.52% Asset Allocation
Asset Class Value Cash 1.89% Equity 98.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹1,156 Cr 7,081,528
↑ 561,554 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH7% ₹1,034 Cr 9,926,227
↑ 1,599,609 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹951 Cr 26,659,590
↑ 335,790 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO5% ₹770 Cr 37,475,229 Manipal Health Enterprises Ltd (Healthcare)
Equity, Since 31 Jul 26 | MANIPALHOS5% ₹754 Cr 9,878,758
↑ 8,611,733 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹677 Cr 4,577,395 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹668 Cr 20,352,364 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹645 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹631 Cr 19,652,291
↑ 1,633,291 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹623 Cr 6,129,063
↑ 222,122 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (28 Sep 26) ₹104.521 ↓ -1.81 (-1.70 %) Net Assets (Cr) ₹19,891 on 31 Aug 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.68 Sharpe Ratio 0.47 Information Ratio 0.78 Alpha Ratio -0.37 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,989 31 Aug 23 ₹13,013 31 Aug 24 ₹20,708 31 Aug 25 ₹20,481 31 Aug 26 ₹23,149 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -5.8% 3 Month -1.9% 6 Month 11% 1 Year 6% 3 Year 18% 5 Year 16.4% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.88 Yr. Trideep Bhattacharya 1 Oct 21 4.92 Yr. Mehul Dalmia 3 Aug 26 0.08 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 27.43% Consumer Cyclical 14.68% Industrials 12.88% Health Care 9.41% Basic Materials 9.32% Technology 7.72% Consumer Defensive 4.18% Real Estate 3.9% Communication Services 2.54% Utility 1.8% Energy 1.44% Asset Allocation
Asset Class Value Cash 4.69% Equity 95.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹743 Cr 20,823,817 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX3% ₹534 Cr 1,571,687 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹433 Cr 2,179,829 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹410 Cr 203,930 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹406 Cr 724,918 City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | CUB2% ₹393 Cr 17,152,756
↑ 2,030,511 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹393 Cr 1,196,328 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹386 Cr 4,701,724 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹379 Cr 4,181,418 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | 5244942% ₹362 Cr 1,833,465 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (28 Sep 26) ₹329.51 ↓ -6.30 (-1.88 %) Net Assets (Cr) ₹8,403 on 31 Aug 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.84 Information Ratio 1.17 Alpha Ratio 6.99 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,736 31 Aug 23 ₹12,358 31 Aug 24 ₹19,091 31 Aug 25 ₹18,740 31 Aug 26 ₹22,897 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -6.7% 3 Month -2.7% 6 Month 11.8% 1 Year 12.9% 3 Year 19.4% 5 Year 15.5% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 4.17 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 26.8% Basic Materials 24.5% Financial Services 20.99% Consumer Cyclical 10.6% Real Estate 5.54% Energy 4.5% Health Care 2.22% Technology 1.46% Communication Services 1.38% Utility 0.01% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS6% ₹485 Cr 273,711 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹445 Cr 1,309,860
↑ 30,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO5% ₹378 Cr 10,339,597
↑ 600,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹332 Cr 2,786,470 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹332 Cr 1,011,840 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹320 Cr 1,437,425 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | POLICYBZR3% ₹264 Cr 1,408,585 KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | KEI3% ₹251 Cr 437,075 Bharat Forge Ltd (Industrials)
Equity, Since 31 May 23 | 5004933% ₹247 Cr 1,174,895 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹246 Cr 824,501 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Sep 26) ₹1,429.13 ↓ -22.74 (-1.57 %) Net Assets (Cr) ₹14,863 on 31 Aug 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.43 Information Ratio 0.5 Alpha Ratio -1.08 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,915 31 Aug 23 ₹13,052 31 Aug 24 ₹20,165 31 Aug 25 ₹19,817 31 Aug 26 ₹22,274 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -6.5% 3 Month -2.5% 6 Month 10.1% 1 Year 5.3% 3 Year 15.8% 5 Year 15.4% 10 Year 15 Year Since launch 22.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.52 Yr. Shalav Saket 31 Dec 25 0.67 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 23.8% Industrials 18.32% Consumer Cyclical 16.81% Health Care 9.76% Technology 9.14% Basic Materials 8.37% Consumer Defensive 3.26% Real Estate 2.8% Utility 1.93% Communication Services 1.35% Energy 1.16% Asset Allocation
Asset Class Value Cash 3.19% Equity 96.7% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹436 Cr 11,700,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹388 Cr 6,450,835 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹369 Cr 722,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹367 Cr 10,300,000
↓ -662,188 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹334 Cr 1,680,000
↓ -25,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹331 Cr 1,735,153 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹329 Cr 38,278,844 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹311 Cr 700,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹284 Cr 1,805,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK2% ₹280 Cr 2,755,000
↑ 155,000
Parameters to Look at While Choosing Mid-Cap Funds
Choosing a mid-cap fund should involve both data-based analysis and qualitative assessment -
Quantitative Factors
Higher AUM
A healthy AUM indicates investor confidence and ensures the fund can manage buy/sell flows without impacting performance. Funds with very small AUM may face liquidity issues during volatile markets.
Minimum 5+ year track record
A fund with at least 5 years of history shows how it performed across different market cycles. This helps you judge whether the fund can deliver consistent returns, not just short-term spikes.
Consistent 3-year, 5-year, and 7-year performance
Look for funds that perform well across all periods, not just one good year. Steady returns over longer horizons indicate strong stock selection and a robust strategy.
Low-to-reasonable expense ratio
A lower expense ratio means more of your returns stay with you. However, don’t choose funds only on cost — a slightly higher fee is fine if the performance is stronger.
Portfolio allocation: 65–75% in mid-caps
A true mid-cap fund should hold the majority of its portfolio in mid-cap stocks. This ensures the fund aligns with the risk–reward profile you expect from this category.
Rolling returns & downside protection data
Rolling returns reveal how the fund performed at different entry points, giving a truer picture than point-to-point returns. Downside protection shows how well the fund manages losses during market corrections.
Volatility metrics: Standard deviation, Sharpe ratio
Lower standard deviation means smoother performance, while a higher Sharpe ratio means better risk-adjusted returns. Together, these metrics help you judge stability and efficiency.
Qualitative Factors
Strong fund manager reputation
The fund manager’s experience, track record, and decision-making style directly influence performance. A skilled manager can identify strong mid-cap opportunities early.
Stable and disciplined investment process
Funds with a clear, consistent process avoid emotional or trend-based Investing. A disciplined approach helps maintain long-term performance even during market noise.
Fund house’s track record in equity investing
Choose fund houses known for strong research teams and a history of delivering top-performing Equity Funds. A strong AMC usually follows better governance and risk management.
Consistency of performance across market cycles
The best funds don’t just shine in bull markets — they also protect capital during downturns. Look for schemes that perform steadily across rising, falling, and sideways markets.
Pro Tip - Always check rolling returns instead of point-to-point returns. Rolling returns show how a fund performed across different time frames and market cycles.
How Invest in Mid Cap Funds Online?
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Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Conclusion
Mid-cap mutual funds are a powerful wealth-creation tool for long-term investors. They offer faster growth potential than large-caps and more stability than small-caps — making them an ideal choice for investors who can stay invested for 5–7+ years.
While the rewards are high, mid-caps also come with volatility. So keep your allocation balanced, diversify across categories, and invest through SIPs to smooth out market fluctuations. In the long run, the right mid-cap fund can significantly accelerate your journey toward financial freedom.
FAQs
1. Are mid cap mutual funds good for long-term investment?
A: Yes. Mid-cap funds are ideal for long-term (5–7+ years) investors seeking higher growth than large-caps.
2. How risky are mid cap mutual funds?
A: They carry medium-to-high risk. Mid-caps are more volatile than large-caps but more stable than small-caps.
3. Can beginners invest in mid cap funds?
A: Beginners can invest through SIPs, which reduce volatility and average out market fluctuations.
4. Which is better: mid cap or small cap mutual funds?
A: Mid-caps offer a balance of risk + growth, while small-caps are higher risk but higher potential. Mid-caps suit more investors.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund