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Equity: Mid Cap funds

What are Equity: Mid Cap funds?


Funds Included All Fund Returns
(3Y annualised)		 Top 5 fund Returns
(3Y annualised)
32 22.87% 27.48%

This fund category is an example of Equity Scheme funds.

These funds mainly invest in equity i.e. shares and equity-related instruments. They are suitable for investors seeking long-term capital appreciation and willing to tolerate short-term market volatility. Equity funds may focus on specific sectors, investment styles, or market capitalizations. Investors with a high risk appetite and long investment horizon may consider investing in equity funds.

Trailing returns for Equity: Mid Cap funds

These are average returns over the indicated period.

Monthly trailing returns:
Returns Sep-2025 Aug-2025 Jul-2025 Jun-2025
Value 0.59% -1.68% -2.1% 4.71%

Quarterly trailing returns:
Returns 2025Q3 2025Q2 2025Q1 2024Q4
Value -3.17% 13.96% -10.07% -4.1%

Yearly trailing returns:
Returns 2024 2023 2022 2021
Value 29.22% 39.15% 4.67% 45.18%

Fundwise SIP and SWP returns


Rolling SIP returns
Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Franklin India Mid Cap Fund15.98%20.81%19.64%
Nippon India Mid Cap Fund Bonus18.88%21.81%22.32%
Nippon India Mid Cap Fund18.86%21.81%22.33%
Taurus Mid Cap Fund17.55%19.55%19.16%
HDFC Mid Cap Fund21.36%23.95%23.63%
DSP Midcap Fund18.25%19.85%17.96%
Tata Mid Cap Fund15.9%20.78%21.0%
Sundaram Mid Cap Fund17.69%22.35%19.97%
Aditya Birla Sun Life Midcap Fund16.19%20.9%19.49%
SBI Midcap Fund17.82%22.28%23.25%
Kotak Midcap Fund18.88%24.06%24.01%
ICICI Prudential Midcap Fund17.08%21.33%21.92%
Invesco India Midcap Fund21.28%22.04%23.01%
Axis Midcap Fund18.1%18.05%19.45%
UTI Mid Cap Fund16.79%19.77%20.9%
Quant Mid Cap Fund14.19%27.58%31.06%
PGIM India Midcap Fund13.01%16.47%21.17%
Motilal Oswal Midcap Fund18.25%25.44%25.16%
Edelweiss Mid Cap Fund15.68%28.38%27.18%
Mahindra Manulife Mid Cap Fund15.05%27.83%25.36%
Mirae Asset Midcap Fund23.8%24.95%27.82%
Union Midcap Fund22.96%23.11%22.45%
ITI Mid Cap Fund13.19%30.14%22.64%
Baroda BNP Paribas Mid Cap Fund26.47%20.17%0%
Bandhan Midcap Fund35.85%21.91%0%
Whiteoak Capital Mid Cap Fund39.79%26.22%0%
JM Midcap Fund33.01%0%0%
Canara Robeco Mid Cap Fund29.85%0%0%
HSBC Midcap Fund41.37%0%0%
LIC MF Mid Cap Fund7.96%0%0%
Helios Mid Cap Fund0%0%0%
Bank Of India Mid Cap Fund0%0%0%

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Franklin India Mid Cap Fund13.62%15.14%14.39%
Nippon India Mid Cap Fund Bonus14.62%16.8%15.58%
Nippon India Mid Cap Fund14.66%16.8%15.58%
Taurus Mid Cap Fund14.43%16.13%15.09%
HDFC Mid Cap Fund16.3%19.34%16.57%
DSP Midcap Fund12.98%16.18%15.67%
Tata Mid Cap Fund15.18%17.07%16.44%
Sundaram Mid Cap Fund13.79%16.0%14.33%
Aditya Birla Sun Life Midcap Fund11.39%15.46%13.79%
SBI Midcap Fund14.0%16.59%15.89%
Kotak Midcap Fund15.32%18.65%17.9%
ICICI Prudential Midcap Fund12.12%15.12%13.64%
Invesco India Midcap Fund15.46%17.79%16.92%
Axis Midcap Fund15.17%17.83%18.04%
UTI Mid Cap Fund12.94%15.06%14.77%
Quant Mid Cap Fund11.84%14.49%11.17%
PGIM India Midcap Fund12.73%13.45%12.37%
Motilal Oswal Midcap Fund16.04%14.95%14.05%
Edelweiss Mid Cap Fund13.25%17.14%17.33%
Mahindra Manulife Mid Cap Fund12.72%20.59%21.05%
Mirae Asset Midcap Fund20.34%24.02%25.88%
Union Midcap Fund33.57%23.51%28.82%
ITI Mid Cap Fund16.83%16.57%13.82%
Baroda BNP Paribas Mid Cap Fund27.77%24.47%0%
Bandhan Midcap Fund39.4%23.13%0%
Whiteoak Capital Mid Cap Fund37.77%27.81%0%
JM Midcap Fund51.53%0%0%
Canara Robeco Mid Cap Fund39.11%0%0%
HSBC Midcap Fund47.58%0%0%
LIC MF Mid Cap Fund41.94%0%0%
Helios Mid Cap Fund0%0%0%
Bank Of India Mid Cap Fund0%0%0%

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y Step-up SIPAny 5Y Step-up SIP
Franklin India Mid Cap Fund15.98%20.78%17.67%
Nippon India Mid Cap Fund Bonus18.88%21.66%21.39%
Nippon India Mid Cap Fund18.86%21.66%21.4%
Taurus Mid Cap Fund17.55%19.39%17.74%
HDFC Mid Cap Fund21.36%23.91%20.92%
DSP Midcap Fund18.25%19.73%16.99%
Tata Mid Cap Fund15.9%20.68%19.88%
Sundaram Mid Cap Fund17.69%22.31%16.8%
Aditya Birla Sun Life Midcap Fund16.19%20.78%18.03%
SBI Midcap Fund17.82%22.27%21.56%
Kotak Midcap Fund18.88%24.1%22.85%
ICICI Prudential Midcap Fund17.08%21.1%19.66%
Invesco India Midcap Fund21.28%21.91%21.0%
Axis Midcap Fund18.1%18.02%20.03%
UTI Mid Cap Fund16.79%19.71%19.26%
Quant Mid Cap Fund14.19%27.5%29.96%
PGIM India Midcap Fund13.01%16.64%25.56%
Motilal Oswal Midcap Fund18.25%25.26%23.83%
Edelweiss Mid Cap Fund15.68%28.59%25.92%
Mahindra Manulife Mid Cap Fund15.05%28.01%27.2%
Mirae Asset Midcap Fund23.8%25.1%22.89%
Union Midcap Fund22.96%23.0%21.96%
ITI Mid Cap Fund13.19%30.1%0%
Baroda BNP Paribas Mid Cap Fund26.47%19.79%0%
Bandhan Midcap Fund35.85%21.61%0%
Whiteoak Capital Mid Cap Fund39.79%25.91%0%
JM Midcap Fund33.01%0%0%
Canara Robeco Mid Cap Fund29.85%0%0%
HSBC Midcap Fund41.37%0%0%
LIC MF Mid Cap Fund7.96%0%0%
Helios Mid Cap Fund0%0%0%
Bank Of India Mid Cap Fund0%0%0%

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y Step-up SWPAny 5Y Step-up SWP
Franklin India Mid Cap Fund13.62%15.47%13.11%
Nippon India Mid Cap Fund Bonus14.62%17.03%14.34%
Nippon India Mid Cap Fund14.66%17.03%14.35%
Taurus Mid Cap Fund14.43%16.66%15.31%
HDFC Mid Cap Fund16.3%19.63%14.71%
DSP Midcap Fund12.98%16.48%15.52%
Tata Mid Cap Fund15.18%17.43%15.5%
Sundaram Mid Cap Fund13.79%16.27%11.96%
Aditya Birla Sun Life Midcap Fund11.39%15.73%11.39%
SBI Midcap Fund14.0%16.8%12.75%
Kotak Midcap Fund15.32%18.78%17.97%
ICICI Prudential Midcap Fund12.12%15.29%13.18%
Invesco India Midcap Fund15.46%17.89%16.35%
Axis Midcap Fund15.17%17.96%18.0%
UTI Mid Cap Fund12.94%15.22%12.71%
Quant Mid Cap Fund11.84%15.19%13.24%
PGIM India Midcap Fund12.73%13.45%12.2%
Motilal Oswal Midcap Fund16.04%15.21%10.05%
Edelweiss Mid Cap Fund13.25%17.45%17.2%
Mahindra Manulife Mid Cap Fund12.72%21.28%21.92%
Mirae Asset Midcap Fund20.34%24.46%30.41%
Union Midcap Fund33.57%23.37%42.32%
ITI Mid Cap Fund16.83%16.8%0%
Baroda BNP Paribas Mid Cap Fund27.77%24.72%0%
Bandhan Midcap Fund39.4%23.47%0%
Whiteoak Capital Mid Cap Fund37.77%28.12%0%
JM Midcap Fund51.53%0%0%
Canara Robeco Mid Cap Fund39.11%0%0%
HSBC Midcap Fund47.58%0%0%
LIC MF Mid Cap Fund41.94%0%0%
Helios Mid Cap Fund0%0%0%
Bank Of India Mid Cap Fund0%0%0%

Note:N.A. in returns indicate that the fund does not have sufficient history.

Explore All Funds Belonging to this Type

All
Large Mid Cap ELSS Small Cap Large Cap Value Mid Cap Multi Cap Contra Dividend Yield Focused Sectoral or Thematic Equity Index Flexi Cap

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Aditya Birla Sun Life Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund DSP Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund HDFC Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund quant Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 02-Nov-2025.

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