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Equity · 34 schemes

Mid Cap Mutual Funds — Live NAV & Returns

There are 34 Mid Cap Fund 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
HDFC Mid Cap Fund - Regular Plan - Growth Option
HDFC Mutual Fund
₹198.134₹1.1L Cr+2.67%+14.39%1.30%
Kotak Mid Cap Fund - Regular Plan - Growth
Kotak Mahindra Mutual Fund
₹136.98₹71.3K Cr+0.34%+14.27%1.48%
Nippon India Growth Mid Cap Fund - Regular Plan - Growth Option
Nippon India Mutual Fund
₹4,288.7784₹52.3K Cr+3.65%+15.54%1.54%
Motilal Oswal Midcap Fund
Motilal Oswal Mutual Fund
₹99.3871₹42.9K Cr-2.08%+16.03%1.68%
Axis Midcap Fund - Regular Plan - Growth Option
Axis Mutual Fund
₹116.93₹35.4K Cr+3.57%+13.89%1.75%
SBI MIDCAP FUND - Regular Plan - Growth
SBI Mutual Fund
₹228.8831₹24.5K Cr+1.52%+8.32%1.80%
DSP Midcap Fund - Regular Plan - Growth
DSP Mutual Fund
₹145.217₹21.0K Cr-0.34%+11.33%1.72%
Mirae Asset Midcap Fund - Regular Plan - Growth
Mirae Asset Mutual Fund
₹37.513₹20.9K Cr+3.60%+12.55%2.03%
Edelweiss Mid Cap Fund - Regular Plan - Growth
Edelweiss Mutual Fund
₹102.854₹19.9K Cr+3.21%+17.39%1.89%
HSBC Midcap Fund - Regular Plan - Growth
HSBC Mutual Fund
₹450.9696₹17.2K Cr+14.70%+20.51%2.25%
Invesco India Mid Cap Fund - Regular Plan - Growth
Invesco Mutual Fund
₹187.46₹15.9K Cr+5.40%+20.35%1.88%
Sundaram Mid Cap Fund - Regular Plan - GROWTH
Sundaram Mutual Fund
₹1,390.1694₹14.9K Cr+1.85%+15.12%1.85%
Franklin India Mid Cap Fund - Regular Plan - Growth
Franklin Templeton Mutual Fund
₹2,647.7185₹13.1K Cr-1.72%+12.80%1.88%
UTI - Mid Cap Fund - Regular Plan - Growth
UTI Mutual Fund
₹297.131₹12.8K Cr+0.19%+9.28%1.97%
PGIM India Midcap Fund - Regular Plan - Regular Growth
PGIM India Mutual Fund
₹62.91₹11.2K Cr-2.17%+9.14%1.94%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth
ICICI Prudential Mutual Fund
₹319.69₹8.4K Cr+8.99%+18.34%1.84%
Quant Mid Cap Fund - Regular Plan - Growth Option
quant Mutual Fund
₹210.4263₹8.1K Cr+2.51%+8.33%2.20%
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth Option
WhiteOak Capital Mutual Fund
₹21.042₹7.5K Cr+9.32%+18.32%2.28%
Aditya Birla Sun Life Midcap Fund - Regular Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
₹806.64₹7.0K Cr+3.93%+12.22%2.04%
Tata Mid Cap Fund - Regular Plan - Growth Option
Tata Mutual Fund
₹431.335₹6.2K Cr+1.67%+11.72%2.04%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Mahindra Manulife Mutual Fund
₹33.6589₹5.4K Cr+3.71%+13.73%2.02%
Canara Robeco Mid Cap Fund - Regular Plan - Growth Option
Canara Robeco Mutual Fund
₹17.68₹5.2K Cr+3.34%+14.40%2.15%
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option
Baroda BNP Paribas Mutual Fund
₹104.5841₹2.7K Cr+4.74%+13.27%2.19%
BANDHAN MID CAP FUND - Regular Plan - Growth
Bandhan Mutual Fund
₹18.55₹2.6K Cr+6.51%+15.02%2.12%
Helios Mid Cap Fund - Regular Plan - Growth
Helios Mutual Fund
₹13.19₹2.2K Cr+6.85%—2.45%
Union Midcap Fund - Regular Plan - Growth Option
Union Mutual Fund
₹49.80₹2.0K Cr+4.90%+13.79%2.40%
ITI Mid Cap Fund - Regular Plan - Growth Option
ITI Mutual Fund
₹21.9108₹1.5K Cr+5.45%+16.05%2.43%
JM Mid Cap Fund - Regular Plan - Growth Option
JM Financial Mutual Fund
₹20.2211₹1.4K Cr+6.42%+15.61%2.49%
BANK OF INDIA MID CAP FUND - Regular Plan - Growth
Bank of India Mutual Fund
₹10.19₹767 Cr+1.61%—2.56%
TRUSTMF MID CAP FUND - Regular Plan - Growth
Trust Mutual Fund
₹11.62₹588 Cr———
LIC MF Mid Cap Fund - Regular Plan - Growth
LIC Mutual Fund
₹29.3917₹392 Cr+2.47%+13.35%2.87%
The Wealth Company Mid Cap Fund - Regular Plan - Growth
The Wealth Company Mutual Fund
₹9.2658₹171 Cr——2.47%
Taurus Mid Cap Fund - Regular Plan - Growth
Taurus Mutual Fund
₹126.47₹140 Cr+5.06%+8.98%2.73%
Samco Mid Cap Fund - Regular Plan - Growth
Samco Mutual Fund
₹9.57₹81 Cr——3.16%
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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Mid Cap funds — frequently asked questions

What is a Mid Cap fund?

Mid Cap funds invest mainly in mid-sized companies (broadly ranked 101–250 by market cap). They offer higher long-term growth potential than large caps with noticeably higher volatility, so they suit longer horizons and higher risk appetite.

How many Mid Cap mutual funds are there?

There are about 34 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 Mid Cap funds give?

Across the Mid Cap funds listed here, the median 3-year return is about 13.9% (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 Mid Cap funds?

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 Mid Cap funds?

You can invest in 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 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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