Top Performing Mid Cap Funds in 10 Years

The below table shows a list of the Top Performing Mid Cap Funds in 10 Years Based on AUM, NAV, and minimum SIP.

Introduction to Top Performing Mid Cap Funds in 10 Years

HDFC Mid-Cap Opportunities Fund  

HDFC Mid-Cap Opportunities Fund is a Mid Cap mutual fund scheme from HDFC Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

HDFC Mid-Cap Opportunities Fund falls under the Mid Cap Fund category with an AUM of ₹75,382.30 crores, a 5-year CAGR of 31.86%, an exit load of 1%, and an expense ratio of 0.72%. The SEBI risk category is Very High. Its asset allocation includes 92.12% in Equity and 7.88% in Cash & Equivalents.

Kotak Emerging Equity Fund  

Kotak Emerging Equity Fund is a Mid Cap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Kotak Emerging Equity Fund falls under the Mid Cap Fund category with an AUM of ₹50,601.84 crores, a 5-year CAGR of 31.80%, an exit load of 1%, and an expense ratio of 0.34%. The SEBI risk category is Very High. Its asset allocation includes 95.52% in Equity, 4.28% in Cash & Equivalents, and 0.20% in Mutual Funds.

Nippon India Growth Fund  

Nippon India Growth Fund is a Mid Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on December 31, 2012.

Nippon India Growth Fund falls under the Mid Cap Fund category with an AUM of ₹30,838.94 crores, a 5-year CAGR of 32.91%, an exit load of 1%, and an expense ratio of 0.79%. The SEBI risk category is Very High. Its asset allocation includes 97.30% in Equity and 2.70% in Cash & Equivalents.

Mirae Asset Midcap Fund  

Mirae Asset Midcap Fund is a Mid Cap mutual fund scheme from Mirae Asset Mutual Fund. This fund has been operational for 5 years and 2 months, having been launched on July 29, 2019.

Mirae Asset Midcap Fund falls under the Mid Cap Fund category with an AUM of ₹17,454.59 crores, a 5-year CAGR of 31.84%, an exit load of 1%, and an expense ratio of 0.57%. The SEBI risk category is Very High. Its asset allocation includes 98.60% in Equity and 1.40% in Cash & Equivalents.

Motilal Oswal Midcap Fund  

Motilal Oswal Midcap Fund is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been operational for 10 years and 7 months, having been launched on February 3, 2014.

Motilal Oswal Midcap Fund falls under the Mid Cap Fund category with an AUM of ₹12,627.68 crores, a 5-year CAGR of 35.92%, an exit load of 1%, and an expense ratio of 0.58%. The SEBI risk category is Very High. Its asset allocation includes 78.28% in Equity and 21.72% in Cash & Equivalents.

PGIM India Midcap Opportunities Fund  

PGIM India Midcap Opportunities Fund is a Mid Cap mutual fund scheme from PGIM India Mutual Fund. This fund has been operational for 10 years and 10 months, having been launched on November 11, 2013.

PGIM India Midcap Opportunities Fund falls under the Mid Cap Fund category with an AUM of ₹11,051.59 crores, a 5-year CAGR of 34.42%, an exit load of 0.5%, and an expense ratio of 0.45%. The SEBI risk category is Very High. Its asset allocation includes 96.82% in Equity, 3.01% in Cash & Equivalents, and 0.18% in Treasury Bills.

Quant Mid Cap Fund  

Quant Mid Cap Fund is a Mid Cap mutual fund scheme from Quant Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 7, 2013.

Quant Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹9,282.92 crores, a 5-year CAGR of 40.82%, an exit load of 0.5%, and an expense ratio of 0.58%. The SEBI risk category is Very High. Its asset allocation includes 76.70% in Equity, 9.89% in Futures & Options, 8.91% in Cash & Equivalents, and 4.50% in Treasury Bills.

Edelweiss Mid Cap Fund  

Edelweiss Mid Cap Fund is a Mid Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Edelweiss Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹6,624.72 crores, a 5-year CAGR of 34.54%, an exit load of 1%, and an expense ratio of 0.39%. The SEBI risk category is Very High. Its asset allocation includes 97.11% in Equity and 2.89% in Cash & Equivalents.

Invesco India Mid Cap Fund  

Invesco India Mid Cap Fund is a Mid Cap mutual fund scheme from Invesco Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Invesco India Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹5,437.58 crores, a 5-year CAGR of 31.52%, an exit load of 1%, and an expense ratio of 0.58%. The SEBI risk category is Very High. Its asset allocation includes 98.24% in Equity, 1.69% in Cash & Equivalents, and 0.07% in Rights.

Mahindra Manulife Mid Cap Fund  

Mahindra Manulife Mid Cap Fund is a Mid Cap mutual fund scheme from Mahindra Manulife Mutual Fund. This fund has been operational for 6 years and 8 months, having been launched on January 8, 2018.

Mahindra Manulife Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹2,872.97 crores, a 5-year CAGR of 33.93%, an exit load of 1%, and an expense ratio of 0.43%. The SEBI risk category is Very High. Its asset allocation includes 95.58% in Equity and 4.42% in Cash & Equivalents.

What Are Mid Cap Funds?

Mid Cap Funds are mutual funds that primarily invest in mid-sized companies with market capitalizations between large-cap and small-cap stocks. These funds aim to capture growth potential while balancing risk and stability.

Mid Cap Funds typically target companies in their growth phase, offering the potential for higher returns compared to large-cap funds. They may invest in emerging industry leaders or established firms poised for expansion.

These funds can provide diversification benefits to an investment portfolio. Mid-cap stocks often have more room for growth than large-caps but are generally less volatile than small-caps, potentially offering a balanced risk-reward profile.

Features Of Top Performing Mid Cap Funds in 10 Years

The main features of top-performing Mid Cap Funds over 10 years include consistent above-average returns, skilled fund management, diversified portfolios, and a track record of identifying promising mid-sized companies with strong growth potential.

• Consistent Performance: These funds demonstrate sustained above-average returns over the long term, outperforming benchmarks and peer funds consistently across various market conditions.

• Expert Management: Top-performing Mid Cap Funds are managed by experienced professionals with deep market knowledge and a proven ability to identify undervalued mid-cap stocks with high growth potential.

• Diversification: These funds maintain well-diversified portfolios across sectors and industries, balancing risk while capitalizing on growth opportunities in the mid-cap segment of the market.

• Growth Focus: Top performers excel at identifying mid-sized companies with strong fundamentals, innovative products or services, and the potential for significant market expansion and value appreciation.

• Risk Management: These funds employ effective risk management strategies to mitigate volatility, protecting investor capital while pursuing growth opportunities in the dynamic mid-cap space.

Best Performing Mid Cap Funds in 10 Years

The table below shows the Best Performing Mid Cap Funds in 10 Years based on the lowest to highest expense ratio.

Top Performing Mid Cap Funds in 10 Years In India

The table below shows the Top Performing Mid Cap Funds in 10 Years In India Based on the Highest 3Y CAGR.

Top Performing Mid Cap Funds in 10 Years

The table below shows the Top Performing Mid Cap Funds in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Factors To Consider When Investing In Top Performing Mid Cap Funds in 10 Years

The main factors to consider when investing in top-performing Mid Cap Funds over 10 years include historical performance, fund manager expertise, expense ratio, risk-adjusted returns, portfolio composition, and alignment with your investment goals and risk tolerance.

• Historical Performance: Evaluate the fund’s long-term track record, comparing returns against relevant benchmarks and peer funds to assess consistency and outperformance over various market cycles.

• Fund Manager Expertise: Research the fund manager’s experience, investment philosophy, and success in navigating different market conditions to gauge their ability to generate sustainable returns.

• Expense Ratio: Consider the fund’s expense ratio, as lower fees can significantly impact long-term returns. Compare costs across similar funds to ensure value for money.

• Risk-Adjusted Returns: Analyze risk-adjusted metrics like Sharpe ratio and standard deviation to understand how well the fund balances returns with risk management.

• Portfolio Composition: Examine the fund’s sector allocation, top holdings, and diversification strategy to ensure alignment with your investment preferences and risk appetite.

How To Invest In Top Performing Mid Cap Funds in 10 Years?

To invest in top-performing Mid Cap Funds over 10 years, start by researching funds with consistent long-term performance. Consider factors like expense ratios, fund manager expertise, and risk-adjusted returns. Align the investment with your financial goals and risk tolerance.

Choose between lump sum investments or Systematic Investment Plans (SIPs) based on your financial situation. SIPs allow for regular, smaller investments, potentially benefiting from rupee cost averaging and reducing timing risk.

Open an account with a reputable mutual fund platform or broker like Alice Blue. Complete the necessary documentation, including KYC requirements, and initiate your investment. Regularly review and rebalance your portfolio as needed.

Advantages Of Investing In Top Performing Mid Cap Funds in 10 Years?

The main advantages of investing in top-performing Mid Cap Funds over 10 years include the potential for high returns, growth opportunities, diversification benefits, professional management, and the ability to capture emerging market trends.

• High Growth Potential: Mid-cap companies often have more room for expansion compared to large-caps, potentially offering higher returns as they grow and capture market share.

• Diversification: Mid Cap Funds provide exposure to a range of sectors and industries, helping to spread risk across different market segments and reduce portfolio volatility.

• Professional Management: Experienced fund managers leverage their expertise to identify promising mid-cap stocks, saving investors time and effort in researching individual companies.

• Emerging Opportunities: These funds can capitalize on emerging market trends and innovative companies that are not yet part of large-cap indices, offering unique investment prospects.

• Balanced Risk-Reward Profile: Mid Cap Funds typically offer a balance between the stability of large-caps and the growth potential of small-caps, suitable for moderate risk-tolerant investors.

Risks Of Investing In Top Performing Mid Cap Funds in 10 Years?

The main risks of investing in top-performing Mid Cap Funds over 10 years include higher volatility compared to large-cap funds, economic sensitivity, liquidity concerns, potential for underperformance, and the impact of market cycles on returns.

• Volatility: Mid-cap stocks can experience more significant price fluctuations than large-caps, leading to potential short-term losses and increased portfolio volatility.

• Economic Sensitivity: Mid-sized companies may be more vulnerable to economic downturns, potentially impacting fund performance during recessions or market corrections.

• Liquidity Risk: Some mid-cap stocks may have lower trading volumes, making it challenging for fund managers to buy or sell large positions without affecting prices.

• Underperformance Risk: Past performance doesn’t guarantee future results. Even top-performing funds may underperform in certain market conditions or due to changes in management.

• Market Cycle Impact: Mid-cap funds can be significantly affected by market cycles, potentially underperforming during certain periods compared to large-cap or small-cap funds.

Importance of Mid Cap Funds

The main importance of Mid Cap Funds lies in their potential for high growth, diversification benefits, and ability to capture emerging market opportunities. They offer a balance between the stability of large caps and the growth potential of small caps.

• Growth Potential: Mid-cap companies often have more room for expansion than large-caps, potentially offering higher returns as they grow and capture market share.

• Diversification: Including Mid Cap Funds in a portfolio helps spread risk across different market segments, potentially reducing overall volatility.

• Emerging Opportunities: These funds can invest in innovative companies and sectors that are not yet part of large-cap indices, offering unique growth prospects.

• Professional Management: Experienced fund managers leverage their expertise to identify promising mid-cap stocks, saving investors time and effort in research.

• Risk-Reward Balance: Mid Cap Funds typically offer a balance between stability and growth potential, suitable for moderate risk-tolerant investors seeking long-term wealth creation.

How Long to Stay Invested in Mid Cap Funds?

Investors should generally stay invested in Mid Cap Funds for at least 5-7 years to fully capitalize on their growth potential and ride out short-term market volatility. This long-term approach allows time for the underlying companies to grow and for the fund to navigate various market cycles.

A longer investment horizon helps smooth out the inherent volatility of mid-cap stocks, potentially leading to more consistent returns. It also aligns with the growth trajectory of mid-sized companies, giving them time to expand and increase their market value.

Tax Implications of Investing in Mid Cap Funds

Investments in Mid Cap Funds are subject to capital gains tax. For holdings less than one year, short-term capital gains are taxed at 15%. For holdings over one year, long-term capital gains up to ₹1 lakh per year are tax-free, while gains above this threshold are taxed at 10%.

Dividends received from Mid Cap Funds are taxable in the hands of investors at their applicable income tax slab rates. It’s advisable to consult a tax professional for personalized advice based on your specific financial situation and the latest tax regulations.

Future of Mid Cap Funds

The future of Mid Cap Funds in India looks promising, driven by the country’s economic growth potential and the increasing maturity of its financial markets. These funds are well-positioned to capture opportunities in emerging sectors and benefit from the expansion of mid-sized companies.

As India’s economy evolves, Mid Cap Funds may continue to offer attractive risk-adjusted returns for long-term investors. However, market volatility and economic cycles will likely persist, emphasizing the importance of careful fund selection and a patient investment approach.

Top Performing Mid Cap Funds in 10 Years – FAQs

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.