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Equity · 26 schemes

Equity Index: Mid Cap Mutual Funds — Live NAV & Returns

There are 26 Equity Index: Mid Cap schemes (equity category) in Trustner’s fund research universe. Live AMFI NAV, 1-year return and AUM are listed below for every scheme — open any fund for its full return history, risk metrics and peer comparison.

SchemeNAV (₹)AUM1Y Return3Y CAGRTER
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth
Motilal Oswal Mutual Fund
₹37.2348₹4.2K Cr+1.66%+12.23%1.12%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Nippon India Mutual Fund
₹24.2915₹2.8K Cr+1.88%+12.29%0.88%
ICICI Prudential Nifty Midcap 150 Index Fund - Regular Plan - Growth
ICICI Prudential Mutual Fund
₹18.6955₹1.3K Cr+1.61%+12.06%1.09%
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth
SBI Mutual Fund
₹18.4614₹1.3K Cr+1.90%+12.27%0.88%
Axis Nifty Midcap 50 Index Fund - Regular Plan - Growth Option
Axis Mutual Fund
₹19.7518₹772 Cr+4.17%+12.49%1.10%
HDFC NIFTY Midcap 150 Index Fund - Regular Plan - Growth Option
HDFC Mutual Fund
₹18.108₹726 Cr+1.71%+12.13%0.82%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
₹23.6344₹503 Cr+1.67%+12.30%0.99%
HDFC NIFTY LargeMidcap 250 Index Fund - Regular Plan - Growth Option
HDFC Mutual Fund
₹9.4625₹466 Cr-2.89%—0.71%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
₹24.4429₹445 Cr+4.65%+20.12%0.95%
Navi Nifty Midcap 150 Index Fund
Navi Mutual Fund
₹20.4513₹408 Cr+1.37%+11.83%1.10%
Navi Nifty Midcap 150 Index Fund
Navi Mutual Fund
₹19.6777₹398 Cr+8.83%+14.95%1.10%
Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan - Growth
Edelweiss Mutual Fund
₹15.79₹354 Cr-3.15%+9.32%1.06%
Tata Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Tata Mutual Fund
₹10.1561₹332 Cr+1.26%—1.05%
ICICI Prudential Nifty LargeMidcap 250 Index Fund - Regular Plan - Growth
ICICI Prudential Mutual Fund
₹11.5761₹302 Cr-2.94%—0.81%
JioBlackRock Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Jio BlackRock Mutual Fund
₹9.2357₹287 Cr——0.85%
Bandhan Nifty Midcap 150 Index Fund - Regular Plan - Growth
Bandhan Mutual Fund
₹9.6946₹93 Cr+1.41%—1.57%
Kotak Nifty Midcap 50 Index Fund - Regular Plan - GROWTH
Kotak Mahindra Mutual Fund
₹10.195₹86 Cr+4.21%—1.01%
UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth
UTI Mutual Fund
₹10.2742₹79 Cr+1.69%—1.09%
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Growth
Edelweiss Mutual Fund
₹10.2644₹57 Cr——1.42%
Kotak Nifty Midcap 150 Index Fund - Regular Plan - GROWTH
Kotak Mahindra Mutual Fund
₹11.03₹47 Cr+1.67%—0.86%
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Direct Plan - Growth
Edelweiss Mutual Fund
₹10.301₹42 Cr——1.44%
Mirae Asset Nifty LargeMidcap 250 Index Fund - Regular Plan - Growth
Mirae Asset Mutual Fund
₹9.7931₹37 Cr-3.12%—1.03%
DSP Nifty Midcap 150 Index Fund - Regular Plan - Growth
DSP Mutual Fund
₹9.8061₹18 Cr——1.12%
Groww Nifty Midcap 150 Index Fund - Regular Plan - Growth
Groww Mutual Fund
₹9.6122₹16 Cr——1.13%
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Baroda BNP Paribas Mutual Fund
₹10.2541₹11 Cr+1.05%—1.22%
JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Jio BlackRock Mutual Fund
₹10.1826₹0 Cr——0.85%
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

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Equity Index: Mid Cap funds — frequently asked questions

What is a Equity Index: Mid Cap fund?

Equity Index: Mid Cap are index funds — passive schemes that replicate a market index rather than being actively managed. They aim to match the index return at a low cost, so the manager does not try to pick winners.

How many Equity Index: Mid Cap mutual funds are there?

There are about 26 Equity Index: Mid Cap schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

What returns do Equity Index: Mid Cap funds give?

Across the Equity Index: Mid Cap funds listed here, the median 3-year return is about 12.3% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Who should consider Equity Index: Mid Cap funds?

Equity Index: Mid Cap funds suit investors with a multi-year horizon (typically 5–7 years or more) who can tolerate market ups and downs in exchange for long-term growth potential. Money you need within a couple of years should not be here.

How can I invest in Equity Index: Mid Cap funds?

You can invest in Equity Index: Mid Cap funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

How are Equity Index: Mid Cap funds taxed?

Equity-oriented funds (including arbitrage) are taxed as equity: short-term gains at a fixed rate, and long-term gains beyond the holding period at a concessional rate with an annual exemption. Rates are set by the Finance Act and can change — confirm the current figures with a Chartered Accountant.

For information and research only — not investment advice or a recommendation of any scheme. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.

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