Mid Cap Funds
Last Updated on 11 May 2026
3 Year Average Returns
22.03%
Funds on Anand Rathi
66
Mid Cap Funds to Invest in 2026
| Fund Name | |||
|---|---|---|---|
| Motilal Oswal Midcap Fund (G) | -1.18% | 21.76% | 23.55% |
| Motilal Oswal Midcap Fund (IDCW) | -1.18% | 21.77% | 23.16% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | 18.68% | 26.35% | 23.03% |
| Nippon India Growth Mid Cap Fund - (Bonus) | 17.63% | 25.89% | 22.61% |
| Nippon India Growth Mid Cap Fund - (G) | 17.63% | 25.89% | 22.61% |
| Nippon India Growth Mid Cap Fund - (IDCW) | 17.63% | 25.65% | 22.47% |
| Invesco India Midcap Fund (G) | 20.12% | 26.78% | 21.86% |
| Invesco India Midcap Fund (IDCW) | 19.84% | 26.67% | 21.79% |
| HDFC Mid Cap Fund - Regular (G) | 14.68% | 23.90% | 21.66% |
| HDFC Mid Cap Fund - Regular (IDCW) | 14.67% | 23.91% | 21.64% |
| Edelweiss Mid Cap Fund (G) | 16.08% | 25.58% | 21.50% |
| Edelweiss Mid Cap Fund (IDCW) | 16.08% | 25.58% | 21.49% |
| ICICI Pru MidCap Fund (IDCW) | 28.26% | 26.71% | 20.95% |
| ICICI Pru MidCap Fund (G) | 28.27% | 26.72% | 20.94% |
| Sundaram Mid Cap Fund - (IDCW) | 16.91% | 24.96% | 20.58% |
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What are Mid Cap Mutual Funds?
Unlike large-cap funds, Mid Cap mutual funds invest in those mid-sized companies that rank between the 101st and 250th in the list*. These businesses are usually in their growth period, which means there is a lot of room for capital appreciation.
These funds offer investors a choice that balances aggressive risk with strong growth potential, as they combine large-cap funds that are stable with small-cap funds that have significant growth potential.
( * refers to the list of companies released by AMFI (Association of Mutual Funds in India).)
How Do Mid Cap Mutual Funds Work?
As per the fund scheme, Mid cap mutual funds put at least 65% of their money into stocks and other equity investments associated with mid-cap firms. Here, the fund managers diversify the funds (pooled money) into various sectors and industries falling within the prescribed market capitalization.
Moreover, the fund manager may also use active management tactics, conducting extensive research to find mid-sized companies with good growth potential, strong finances, and an edge over their competitors.
Likewise, the remaining ( up to 35%) capital is allocated into large-cap, small-cap companies, debt, and liquid instruments.
Who Should Consider Investing in Mid Cap Funds?
Mid Cap mutual Funds are favorable for investors who prefer a medium to long-term investment horizon and are looking to diversify their portfolio at a safer pace.
- Individuals with an investment horizon of 5 to 7 years, allowing time to ride out market volatility and benefit from potential growth.
- Those who are prepared to take on more risk than large-cap funds in exchange for the potential growth.
- Investors who want to diversify their holdings beyond large-cap stocks.
- Those who want to see substantial capital appreciation in the long run.
Investing in Mid Cap Mutual Funds with Anand Rathi
Anand Rathi offers a secure and seamless platform for investing in mid cap mutual funds online:
Here's how you can invest with us:
Register or Log In to Your Account
Visit the Anand Rathi platform or download the "AR Invest" app to get started. Already have an account? Simply log in to your account.
Complete Your KYC
Finish your Know Your Customer (KYC) process quickly and securely — it only takes a few minutes.
Explore Mid-Cap Fund Opportunities
Browse through more than 30+ Mid-Cap Mutual Funds that invest in India's economy. Get performance insights, fund ratings, and research – everything you need to make informed choices.
Track and Manage Funds Anytime
Keep an eye on your investments with a clean, intuitive dashboard – track performance, manage SIPs, and stay updated, anytime, anywhere.
Factors to Consider Before Investing
For every mid cap fund online you invest in, there are some points to know:
Investment Horizon
Mid cap mutual funds are usually long-term investments (five years or more). Hence, do consider your investment outlook before investing.
Risk Appetite
Ensure your risk tolerance (usually high) level aligns with the volatility of mid-cap funds, which can be more volatile than large-cap funds.
Fund Performance
Along with the company's financials, look at the fund's past performance in various market cycles and how it has behaved.
Expense Ratio
On a fund level, the expense ratio is very important as it also impacts net yield over time. A lower ratio balances the receivable proceeds from the investment made.
Fund Manager's Experience
Experienced fund managers are usually able to navigate market swings better, thus managing the entire fund better.
Taxation Rules for Mid Cap Mutual Funds
Taxation for mid cap mutual funds in India is as follows:
- Short-Term Capital Gains (STCG): If units are sold within 12 months, gains are taxed at 20%.
- Long-Term Capital Gains (LTCG): For units held longer than 12 months, gains up to ₹1.25 lakh are tax-exempt. Gains exceeding ₹1.25 lakh are taxed at 12.5%.
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The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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