Mutual Fund Category AMFI: 'Equity Scheme - Mid Cap Fund', 'Equity Schemes - Mid Cap Fund'

Mid Cap Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Goal

Exposure to midcap funds.

Taxation

Taxed as equity.

Questions

Can Midcap funds invest in small and large caps? if yes in what proportions?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-MID-CAP-FUNDS benchmark series. View Mid Cap Funds Series Details

End Amount

₹96,090.31

Initial: ₹10000 (Lumpsum)

Category CAGR

17.82%

Mid Cap Funds Return

Benchmark CAGR

17.45%

Nifty Midcap 150

Inflation Adj. CAGR

12.37%

Real Annualized Return

Alpha

0.01

Excess Return vs Benchmark

Beta

0.90

Volatility vs Benchmark

Sharpe Ratio

0.68

Risk-Adjusted Return

Sortino Ratio

1.02

Downside Risk-Adjusted Return

Mid Cap Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (34) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan MF_119620	1.88%	15.63%	12.95%	15.69%
Axis Midcap Fund - Direct Plan - Growth MF_120505	8.57%	20.10%	15.80%	18.47%
BANDHAN MID CAP FUND - GROWTH - DIRECT PLAN MF_150404	-	-	-	-
Bank of India Mid Cap Fund - Direct Plan Growth MF_153728	-	-	-	-
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option MF_150212	-	-	-	-
Canara Robeco Mid Cap Fund- Direct Plan- Growth Option MF_150817	-	-	-	-
DSP Midcap Fund - Direct Plan - Growth MF_119071	8.50%	16.84%	13.56%	16.93%
Edelweiss Mid Cap Fund - Direct Plan - Growth Option MF_140228	13.09%	22.49%	-	-
Franklin India Mid Cap Fund - Direct - Growth MF_118533	4.94%	15.96%	14.13%	17.48%
HDFC Mid Cap Fund - Growth Option - Direct Plan MF_118989	5.17%	18.35%	16.64%	19.67%
HSBC Midcap Fund - Direct Growth MF_151036	-	-	-	-
Helios Mid Cap Fund - Direct Plan - Growth Option MF_153326	-	-	-	-
ICICI Prudential Mid Cap Fund - Direct Plan - Growth MF_120381	2.82%	17.77%	14.46%	18.36%
ITI Mid Cap Fund - Direct Plan - Growth Option MF_148733	-	-	-	-
Invesco India Mid Cap Fund - Direct Plan - Growth Option MF_120403	7.74%	20.29%	17.20%	20.30%
JM Mid Cap Fund (Direct) - Growth MF_150815	-	-	-	-
Kotak Mid Cap Fund - Direct Plan - Growth MF_119775	7.42%	19.56%	17.01%	20.30%
LIC MF Mid Cap Fund-Direct Plan-Growth MF_152002	-	-	-	-
Mahindra Manulife Mid Cap Fund - Direct Plan -Growth MF_142110	14.25%	25.39%	-	-
Mirae Asset Midcap Fund - Direct Plan - Growth MF_147445	-	-	-	-
Motilal Oswal Midcap Fund-Direct Plan-Growth Option MF_127042	2.27%	17.21%	16.78%	19.06%
NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option MF_118666	-5.70%	8.51%	7.68%	10.16%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option MF_118668	4.75%	18.46%	16.45%	19.33%
PGIM India Midcap Fund - Direct Plan - Growth Option MF_125307	2.68%	19.70%	15.03%	17.33%
quant Mid Cap Fund - Growth Option - Direct Plan MF_120841	2.97%	19.80%	16.33%	18.25%
SBI MIDCAP FUND - DIRECT PLAN - GROWTH MF_119716	2.43%	16.80%	13.77%	17.48%
Sundaram Mid Cap Fund Direct Plan - Growth MF_119581	2.57%	15.74%	13.80%	16.95%
TRUSTMF MID CAP FUND -DIRECT -GROWTH MF_154210	-	-	-	-
Tata Mid Cap Fund - Direct Plan- Growth Option MF_119178	5.06%	18.36%	15.11%	18.45%
Taurus Mid Cap Fund - Direct Plan - Growth MF_118872	6.45%	16.90%	13.61%	16.31%
The Wealth Company Mid Cap Fund- Direct-Growth MF_154481	-	-	-	-
UTI Mid Cap Fund-Growth Option- Direct MF_120726	3.65%	16.34%	13.30%	16.58%
Union Midcap Fund - Direct Plan - Growth Option MF_148073	-	-	-	-
WhiteOak Capital Mid Cap Fund Direct Plan Growth MF_150584	-	-	-	-