The table below shows the Top Performed Mid Cap Fund in 10 Years based on the AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP |
| HDFC Mid-Cap Opportunities Fund | 70,569.70 | 202.58 | 100 |
| Kotak Emerging Equity Fund | 45,017.71 | 147.47 | 100 |
| SBI Magnum Midcap Fund | 18,398.62 | 259.68 | 1500 |
| Motilal Oswal Midcap Fund | 12,627.68 | 110.96 | 1500 |
| Edelweiss Mid Cap Fund | 6,624.72 | 107.13 | 100 |
| Invesco India Midcap Fund | 5,216.03 | 185.51 | 100 |
| Tata Mid Cap Growth Fund | 3,823.84 | 493.29 | 100 |
Content:
- What Is Mid Cap Fund?
- Best Top Performed Mid Cap Fund in 10 Years
- List Of Top Performed Mid Cap Fund in 10 Years
- Top Performed Mid Cap Fund in 10 Years
- Who Should Invest In Top Performed Mid Cap Fund in 10 Years?
- How To Invest In Top Performed Mid Cap Fund in 10 Years?
- Performance Metrics Of Best Performed Mid Cap Fund in 10 Years?
- Benefits Of Investing In Top Performed Mid Cap Fund in 10 Years?
- Challenges Of Investing In Best Performed Mid Cap Fund in 10 Years?
- Introduction to Top Performed Mid Cap Fund in 10 Years
- Best Top Performed Mid Cap Fund in 10 Years – FAQs
What Is Mid Cap Fund?
A mid cap fund primarily invests in medium-sized companies with market capitalizations between ₹15,000 crores and ₹75,000 crores. These funds offer a balance between growth potential and stability, providing higher returns than large-cap funds but with less risk than small-cap funds.
Best Top Performed Mid Cap Fund in 10 Years
The table below shows the Best Top Performed Mid Cap Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
| Name | Expense Ratio | Minimum SIP |
| Edelweiss Mid Cap Fund | 0.30 | 100 |
| Kotak Emerging Equity Fund | 0.36 | 100 |
| Motilal Oswal Midcap Fund | 0.61 | 1500 |
| Invesco India Midcap Fund | 0.61 | 100 |
| Tata Mid Cap Growth Fund | 0.73 | 100 |
| HDFC Mid-Cap Opportunities Fund | 0.74 | 100 |
| SBI Magnum Midcap Fund | 0.79 | 1500 |
List Of Top Performed Mid Cap Fund in 10 Years
The table below shows a List Of Top Performed Mid Cap Fund in 10 Years based on the highest 3Y CAGR and Minimum SIP
| Name | CAGR 3Y % | Minimum SIP |
| Motilal Oswal Midcap Fund | 39.79 | 1500 |
| HDFC Mid-Cap Opportunities Fund | 30.47 | 100 |
| Edelweiss Mid Cap Fund | 27.32 | 100 |
| Tata Mid Cap Growth Fund | 26.28 | 100 |
| Invesco India Midcap Fund | 25.93 | 100 |
| Kotak Emerging Equity Fund | 25.92 | 100 |
| SBI Magnum Midcap Fund | 24.30 | 1500 |
Top Performed Mid Cap Fund in 10 Years
The table below shows the Top Performed Mid Cap Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load |
| HDFC Mid-Cap Opportunities Fund | HDFC Asset Management Company Limited | 1 |
| Kotak Emerging Equity Fund | Kotak Mahindra Asset Management Company Limited | 1 |
| SBI Magnum Midcap Fund | SBI Funds Management Limited | 1 |
| Motilal Oswal Midcap Fund | Motilal Oswal Asset Management Company Limited | 1 |
| Edelweiss Mid Cap Fund | Edelweiss Asset Management Limited | 1 |
| Invesco India Midcap Fund | Invesco Asset Management Company Pvt Ltd. | 1 |
| Tata Mid Cap Growth Fund | Tata Asset Management Private Limited | 1 |
Who Should Invest In Top Performed Mid Cap Fund in 10 Years?
Investors seeking higher growth potential with moderate risk should consider top-performing mid cap funds. Ideal for those with a long-term investment horizon, these funds suit individuals looking to capitalize on the growth of emerging companies while maintaining a balanced risk profile.
How To Invest In Top Performed Mid Cap Fund in 10 Years?
To invest in a top-performing mid cap fund, research the best-performing funds over the past decade. Open an account with a reliable broker or mutual fund platform, complete the KYC process, and invest through lump-sum or systematic investment plan (SIP) options based on your financial goals.
Performance Metrics Of Best Performed Mid Cap Fund in 10 Years?
Examining the performance metrics of the best-performing mid-cap fund over the past 10 years showcases exceptional growth and steady returns.
- Annualized Return: Consistent annualized returns of 12-15% over the decade.
- Volatility: Moderate volatility with a standard deviation of around 8-10%.
- Expense Ratio: Competitive expense ratio, typically between 1.5-2%.
- Sharpe Ratio: High Sharpe ratio indicates strong risk-adjusted returns.
- Consistency: Stable performance with few negative years.
- Drawdown: Moderate drawdown during market downturns.
- Growth Potential: Significant capital appreciation from emerging companies.
- Diversification: Broad sector diversification to mitigate specific risks.
Benefits Of Investing In Top Performed Mid Cap Fund in 10 Years?
The main benefits of investing in a top-performing mid cap fund over ten years include higher growth potential, balanced risk, and diversification, making it suitable for long-term growth-focused investors.
- Higher Growth Potential: Mid cap funds invest in growing companies with substantial upside potential, offering higher returns compared to large cap funds.
- Balanced Risk: These funds provide a balance between stability and growth, as mid-sized companies are generally more stable than small caps but still offer significant growth opportunities.
- Diversification: Mid cap funds invest across various sectors, reducing the risk associated with investing in a single industry and enhancing portfolio stability.
- Capital Appreciation: The growth trajectory of mid cap companies often results in substantial capital appreciation, benefiting investors looking for long-term wealth accumulation.
Challenges Of Investing In Best Performed Mid Cap Fund in 10 Years?
The main challenges of investing in a top-performing mid cap fund over ten years include higher volatility, market sensitivity, and potential liquidity issues, which may not suit all investors.
- Higher Volatility: Mid cap funds can experience greater price swings compared to large cap funds, leading to higher short-term volatility and potential for larger drawdowns.
- Market Sensitivity: These funds are sensitive to market conditions, and economic downturns can significantly impact the performance of mid-sized companies.
- Liquidity Issues: Mid cap stocks may have lower trading volumes compared to large caps, leading to potential liquidity issues, especially during market stress periods.
- Management Fees: Higher expense ratios due to active management and research costs can impact overall returns, making it essential to consider fees when choosing a mid-cap fund.
Introduction to Top Performed Mid Cap Fund in 10 Years
HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund, Category: Mid Cap Fund, having AUM of ₹70569.70 Crore, CAGR 5Y: 30.55%, exit load: 1%, expense ratio: 0.74%.
HDFC Mid Cap Opportunities Direct Plan-Growth is an Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Chirag Setalvad is the Current Fund Manager of the HDFC Mid Cap Opportunities Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹70569.70 Crore and the Latest NAV as of 02 Aug 2024 is 204.86.
The HDFC Minimum Mid Cap Opportunities Direct Plan-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. Lumpsum Investment is ₹100. Exit load of 1% if redeemed within 1 year.
Kotak Emerging Equity Fund
Kotak Emerging Equity Fund, Category: Mid Cap Fund, having AUM of ₹45017.71 Crore, CAGR 5Y: 30.25%, exit load: 1%, expense ratio: 0.36%.
Kotak Emerging Equity Fund Direct Growth is an Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹45017.71 Crore and the Latest NAV as of 02 Aug 2024 is ₹149.06.
The Kotak Emerging Equity Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
SBI Magnum Midcap Fund
SBI Magnum Midcap Fund, Category: Mid Cap Fund, having AUM of ₹18398.62 Crore, CAGR 5Y: 29.53%, exit load: 1%, expense ratio: 0.79%.
SBI Magnum Mid Cap Direct Plan-Growth is an Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Sohini Andani is the Current Fund Manager of the SBI Magnum Mid Cap Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹18398.62 Crore and the Latest NAV as of 02 Aug 2024 is ₹263.32.
The SBI Magnum Mid Cap Direct Plan-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year
Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund, Category: Mid Cap Fund, having AUM of ₹12627.68 Crore, CAGR 5Y: 35.42%, exit load: 1%, expense ratio: 0.61%.
Motilal Oswal Midcap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Abhiroop Mukherjee, Akash Singhania, and Siddharth Bothra are the Current Fund Managers of Motilal Oswal Midcap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹12627.68 Crore and the Latest NAV as of 02 Aug 2024 is 112.69.
The Motilal Minimum Oswal Midcap Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹500. Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 1 year.
Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund, Category: Mid Cap Fund, having AUM of ₹6624.72 Crore, CAGR 5Y: 32.48%, exit load: 1%, expense ratio: 0.30%.
Edelweiss Mid Cap Direct Plan-Growth is an Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Harshad Patwardhan is the Current Fund Manager of the Edelweiss Mid Cap Direct Plan Growth fund. The fund currently has an Asset Under Management (AUM) of ₹6624.72 Crore and the Latest NAV as of 02 Aug 2024 is ₹108.90.
The Edelweiss Mid Cap Lumpsum Direct Plan-Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. Minimum Investment is ₹100. Exit load of 1%, if redeemed within 90 days.
Invesco India Midcap Fund
Invesco India Midcap Fund, Category: Mid Cap Fund, having AUM of ₹5216.03 Crore, CAGR 5Y: 30.28%, exit load: 1%, expense ratio: 0.61%.
Invesco India Mid Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Vinay Paharia is the Current Fund Manager of Invesco India Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹5216.03 Crore and the Latest NAV as of 02 Aug 2024 is 186.71.
The Invesco India Mid Cap Fund Direct-Growth is rated Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹1,000. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Tata Mid Cap Growth Fund
Tata Mid Cap Growth Fund, Category: Mid Cap Fund, having AUM of ₹3823.84 Crore, CAGR 5Y: 29.21%, exit load: 1%, expense ratio: 0.73%.
Tata Midcap Growth Direct Plan Growth is an Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel and Danesh Mistry are the Current Fund Managers of the Tata Midcap Growth Direct Plan Growth fund. The fund currently has an Asset Under Management (AUM) of ₹3823.84 Crore and the Latest NAV as of 02 Aug 2024 is ₹499.33.
The Tata Midcap Growth Direct Plan-Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹5,000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Best Top Performed Mid Cap Fund in 10 Years – FAQs
The Best Performed Mid Cap Fund in 10 Years # 1:HDFC Mid-Cap Opportunities Fund
The Best Performed Mid Cap Fund in 10 Years # 2:Kotak Emerging Equity Fund
The Best Performed Mid Cap Fund in 10 Years # 3:SBI Magnum Midcap Fund
The Best Performed Mid Cap Fund in 10 Years # 4:Motilal Oswal Midcap Fund
The Best Performed Mid Cap Fund in 10 Years # 5:Edelweiss Mid Cap Fund
The Best Performed Mid Cap Fund in 10 Years is based on AUM.
The top performed Mid Cap Funds in 10 Years based on 3-year Returns are Motilal Oswal Midcap Fund, HDFC Mid-Cap Opportunities Fund, Edelweiss Mid Cap Fund, Tata Mid Cap Growth Fund, and Invesco India Midcap Fund.
Yes, you can invest in top-performing mid cap funds by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in top-performing mid cap funds in India over ten years can provide high growth potential and balanced risk, making it a good option for long-term investors.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
