Top Performing Mid Cap Funds in 5 Years

The below table shows a list Of the Best Mid Cap Funds Based on AUM, NAV, and minimum SIP.

Introduction to Top Performing Mid Cap Funds in 5 Years

HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Direct Plan-Growth is a Mid Cap mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

HDFC Mid-Cap Opportunities Direct Plan-Growth as a Mid-Cap fund, manages assets valued at ₹75296.23 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.57%. This fund has an exit load of 1% and an expense ratio of 0.72%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  92.13%, No Debt, and Other – 7.87%.

Kotak Emerging Equity Fund

Kotak Emerging Equity Fund Direct-Growth is a Mid Cap mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Kotak Emerging Equity Fund Direct-Growth as a Mid-Cap fund, manages assets valued at ₹51366.36 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.11%. This fund has an exit load of 1% and an expense ratio of 0.34%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  95.49%, Debt – 0.21%, and Other – 4.3%.

Nippon India Growth Fund

Nippon India Growth Fund Direct- Growth is a Mid Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Nippon India Growth Fund Direct-Growth as a Mid-Cap fund, manages assets valued at ₹32970.78 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 32.6%. This fund has an exit load of 1% and an expense ratio of 0.79%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.27%, No Debt, and Other – 2.73%.

Axis Midcap Fund

Axis Midcap Direct Plan-Growth is a Mid Cap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Axis Midcap Direct Plan-Growth as a Mid-Cap fund, manages assets valued at ₹30854.63 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.74%. This fund has an exit load of 1% and an expense ratio of 0.53%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.45%, Debt – 1.21%, and Other – 1.34%.

SBI Magnum Midcap Fund

SBI Magnum Mid Cap Direct Plan-Growth is a Mid Cap mutual fund scheme from SBI Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

SBI Magnum Mid Cap Direct Plan-Growth as a Mid-Cap fund, manages assets valued at ₹21516.89 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.34%. This fund has an exit load of 1% and an expense ratio of 0.78%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  94.15%, Debt – 0.46%, and Other – 5.39%.

DSP Midcap Fund

DSP Midcap Direct Plan-Growth is a Mid Cap mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

DSP Midcap Direct Plan-Growth as a Mid-Cap fund, manages assets valued at ₹20068.84 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.1%. This fund has an exit load of 1% and an expense ratio of 0.7%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.33%, No Debt, and Other – 2.67%.

Mirae Asset Midcap Fund

Mirae Asset Midcap Fund Direct – Growth is a Mid Cap mutual fund scheme from Mirae Asset Mutual Fund. This fund has been in existence for 5 years and 2 months, having been launched on 08/07/2019.

Mirae Asset Midcap Fund Direct-Growth as a Mid-Cap fund, manages assets valued at ₹17560.99 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.48%. This fund has an exit load of 1% and an expense ratio of 0.57%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.56%, No Debt, and Other – 1.44%.

Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Direct-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 10 years and 7 months, having been launched on 03/02/2014.

Motilal Oswal Midcap Fund Direct-Growth as a Mid-Cap fund, manages assets valued at ₹15940.06 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 35.82%. This fund has an exit load of 1% and an expense ratio of 0.58%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  78.28%, Debt – 16.43%, and Other – 5.29%.

Franklin India Prima Fund

Franklin India Prima Direct Fund-Growth is a Mid Cap mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Franklin India Prima Direct Fund-Growth as a Mid-Cap fund, manages assets valued at ₹12745.75 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.36%. This fund has an exit load of 1% and an expense ratio of 0.94%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.55%, No Debt, and Other – 2.45%.

Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Sundaram Mid Cap Fund Direct-Growth as a Mid-Cap fund, manages assets valued at ₹12713.29 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.83%. This fund has an exit load of 1% and an expense ratio of 0.91%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  95.93%, Debt – 0.4%, and Other – 3.66%.

What Are Mid Cap Funds?

Mid-cap funds invest primarily in companies with a market capitalization between ₹16,000 crore and ₹80,000 crore. These funds aim for higher growth potential compared to large-cap funds but with more risk.

These funds offer a balance between the stability of large-cap stocks and the growth potential of small-cap stocks. They seek to capture opportunities in expanding businesses with substantial market value.

Investors choose mid-cap funds for potential higher returns and diversification. However, they come with moderate risk, making them suitable for those with a medium to long-term investment horizon.

Features Of Top Performing Mid Cap Funds in 5 Years

The main features of top-performing mid cap funds over five years include strong historical returns, robust growth potential, diversified holdings, and skilled management.

• Strong Historical Returns: These funds often show consistent high returns over multiple years, reflecting their ability to capitalize on the growth of mid-sized companies and adapt to changing market conditions.
• Robust Growth Potential: Mid cap funds focus on companies with substantial growth prospects. These firms, being more established than small caps but still expanding, offer significant opportunities for capital appreciation.
• Diversified Holdings: Top-performing mid cap funds typically hold a broad range of mid-sized companies across various sectors. This diversification helps spread risk and reduces the impact of any single company’s poor performance.
• Skilled Management: The success of these funds is often attributed to experienced fund managers who identify promising mid cap opportunities and strategically manage the portfolio to maximize returns while mitigating risks.

Best Performing Mid Cap Funds in 5 Years

The table below shows the Best-performing Mid Cap Funds Based on the highest to lowest expense ratio.

Top Performing Mid Cap Funds in 5 Years In India

The table below shows the Best Mid Cap Funds Based on the Highest 3Y CAGR.

Top Performing Mid Cap Funds in 5 Years List

The table below shows Best Performing Mid Cap Funds In India 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 5 Years

The main factors to consider when investing in top-performing mid cap funds over five years include the fund’s historical performance, management expertise, sector allocation, and market conditions.

• Historical Performance: Evaluate the fund’s track record over multiple years to assess its ability to deliver consistent returns and handle market fluctuations effectively. Past performance provides insights into its potential for future success.
• Management Expertise: Consider the experience and track record of the fund managers. Skilled managers with a deep understanding of mid cap stocks can make informed decisions and navigate market challenges, impacting the fund’s performance.
• Sector Allocation: Review the fund’s allocation across different sectors. A well-diversified portfolio within various industries can help manage risk and take advantage of growth opportunities in different economic conditions.
• Market Conditions: Assess current and projected market conditions, including economic trends and interest rates. Mid cap funds may perform differently depending on broader market dynamics, so understanding these factors can guide investment decisions.

How To Invest In Top Performing Mid Cap Funds in 5 Years?

To invest in top-performing mid cap funds over five years, start by conducting thorough research on different funds. Evaluate their historical performance, management quality, and portfolio diversification to identify those with consistent returns and strong growth potential.

Next, open an account with Alice Blue which offers a variety of mid cap fund options. These platforms often provide tools for comparing funds, accessing performance data, and executing trades, making it easier to choose the right investments.

Once your account is active, allocate your investments into selected mid cap funds based on your risk tolerance and investment goals. Regularly review your portfolio and make adjustments as needed to ensure alignment with your long-term financial objectives.

Advantages Of Investing In Top Performing Mid Cap Funds in 5 Years?

The main advantages of investing in top-performing mid cap funds over five years include strong growth potential, diversification benefits, balanced risk-reward profile, and dynamic market adaptability.

• Strong Growth Potential: Mid cap funds invest in companies with significant growth opportunities. These firms often experience rapid expansion, potentially leading to substantial capital appreciation compared to larger, more established companies.
• Diversification Benefits: Investing in mid cap funds provides exposure to a diverse range of medium-sized companies across various sectors. This diversification helps spread risk and can enhance overall portfolio stability and performance.
• Balanced Risk-Reward Profile: Mid cap funds typically offer a balance between the higher risk of small caps and the stability of large caps. This balanced approach can deliver attractive returns while managing the volatility associated with smaller companies.
• Dynamic Market Adaptability: Mid cap funds are adept at capitalizing on evolving market trends and opportunities. Their flexibility allows them to adjust to changing economic conditions and sector developments, positioning them well for long-term growth.

Risks Of Investing In Top Performing Mid Cap Funds in 5 Years?

The main risks of investing in top-performing mid cap funds over five years include higher volatility, potential for lower liquidity, economic sensitivity, and increased market risk.

• Higher Volatility: Mid cap funds can experience significant price fluctuations compared to large cap funds. This volatility may lead to larger swings in the value of your investment, impacting overall stability.
• Potential for Lower Liquidity: Mid-sized companies may not trade as frequently as larger companies, leading to lower liquidity. This can make it more difficult to buy or sell shares without affecting the price.
• Economic Sensitivity: Mid cap companies are often more sensitive to economic cycles. During economic downturns, these companies might face greater financial challenges, which can negatively affect the performance of mid cap funds.
• Increased Market Risk: Mid cap funds are subject to broader market risks and sector-specific challenges. Their performance can be more impacted by market fluctuations and industry-specific issues compared to funds with more stable, large-cap investments.

Importance of Mid Cap Funds

Mid cap funds are crucial for investors seeking a balance between growth and stability. They offer exposure to medium-sized companies with substantial growth potential, filling the gap between the high volatility of small caps and the stability of large caps.

These funds enhance portfolio diversification by including a range of mid-sized companies across various sectors. Their performance can provide attractive returns and help manage risk, making them an essential component for achieving long-term investment goals and capturing growth opportunities.

How Long to Stay Invested in Mid Cap Funds?

It’s generally recommended to stay invested in mid cap funds for at least 5 to 10 years to fully benefit from their growth potential. This longer investment horizon allows the funds to weather market volatility and realize substantial capital appreciation.

Shorter investment periods can expose investors to higher risk and less favorable returns, as mid cap funds often experience more volatility. Staying invested for the long term helps capture the growth of mid-sized companies and smooth out short-term market fluctuations.

Tax Implications of Investing in Mid Cap Funds

Investing in mid cap funds can lead to capital gains tax implications when selling shares. Long-term capital gains, from investments held over a year, are typically taxed at a lower rate compared to short-term gains from holdings of one year or less.

Dividends received from mid cap funds may also be subject to income tax, depending on your tax bracket. It’s essential to understand these tax impacts and consult with a tax advisor to optimize your investment strategy and minimize tax liabilities.

Future of Mid Cap Funds

The future of mid cap funds looks promising as these funds continue to offer attractive growth opportunities. Mid-sized companies often drive innovation and expansion, potentially benefiting from economic upswings and market trends, which can lead to substantial returns for investors.

However, mid cap funds may also face increased volatility and economic uncertainties. Investors should stay informed about market conditions and economic indicators, as these can impact mid-sized companies’ performance. Adapting investment strategies to evolving market dynamics will be crucial for maximizing future returns.

Top Performing Mid Cap Funds in 5 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.