Mid Cap Mutual Funds: The mutual fund industry reported a sharp rise in assets under management (AUM) and net inflows in July 2026, with total AUM standing at Rs 85.76 lakh crore, compared with Rs 82.22 lakh crore posted in the previous month (June 2026), as per the monthly data released by the Association of Mutual Funds in India on Tuesday, August 11.
The total AUM of mutual fund schemes stood at Rs 85,75,656.52 crore as of July 31, compared with an average AUM of Rs 86,33,798.38 crore during the month. Among equity-oriented schemes, mid cap funds attracted net inflow at Rs 6,192.31 crore. Here are four mid cap schemes that delivered returns of 20 per cent CAGR and more, showing how a Rs 10,000 monthly SIP and a Rs 6 lakh lump-sum investment could have grown over five years.
Motilal Oswal Midcap Fund – Direct Plan
- Launch Date: 24-Feb-2014
- Benchmark: NIFTY Midcap 150 TRI
- AUM: Rs 40,036 Cr (As on 31-Jul-2026)
- NAV: Rs 120.0772 (As on 19-Aug-2026)
- Expense Ratio: 0.65% (As on 31-Jul-2026)
- CAGR 5 years: 23.26%
- Min. Investment: Rs 500
- Min. SIP Investment: Rs 500
- Standard Deviation: 20.48
- Sharpe Ratio: 0.73
- Beta: 0.98
Rs 10,000 monthly SIP could have turned into Rs 11,38,121 in 5 years.
Rs 6 lakh lump sum investment could have turned into Rs 17,07,112 in 5 years.
Invesco India Mid Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: BSE 150 MidCap TRI
- AUM: Rs 14,721 Cr (As on 31-Jul-2026)
- NAV: Rs 242.0500 (As on 19-Aug-2026)
- Expense Ratio: 0.48% (As on 31-Jul-2026)
- CAGR 5 years: 21.34%
- Min. Investment: Rs 100
- Min. SIP Investment: Rs 100
- Standard Deviation: 19.58
- Sharpe Ratio: 1.03
- Beta: 1.01
Rs 10,000 monthly SIP could have turned into Rs 10,75,695 in 5 years.
Rs 6 lakh lump sum investment could have turned into Rs 15,78,233 in 5 years.
HDFC Mid Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Midcap 150 TRI
- AUM: Rs 1,05,143 Cr (As on 31-Jul-2026)
- NAV: Rs 235.5260 (As on 19-Aug-2026)
- Expense Ratio: 0.61% (As on 31-Jul-2026)
- CAGR 5 years: 20.83%
- Min. Investment: Rs 100
- Min. SIP Investment: Rs 100
- Standard Deviation: 15.35
- Sharpe Ratio: 0.87
- Beta: 0.84
Rs 10,000 monthly SIP could have turned into Rs 10,59,805 in 5 years.
Rs 6 lakh lump sum investment could have turned into Rs 15,45,344 in 5 years.
Edelweiss Mid Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Midcap 150 TRI
- AUM: Rs 18,693 Cr (As on 31-Jul-2026)
- NAV: Rs 130.2440 (As on 19-Aug-2026)
- Expense Ratio: 0.41% (As on 31-Jul-2026)
- CAGR 5 years: 20.16%
- Min. Investment: Rs 100
- Min. SIP Investment: Rs 100
- Standard Deviation: 17.90
- Sharpe Ratio: 1.08
- Beta: 0.95
Rs 10,000 monthly SIP could have turned into Rs 10,39,355 in 5 years.
Rs 6 lakh lump sum investment could have turned into Rs 15,02,972 in 5 years.
(Source: AMFI data/Fund Fact Sheet)
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
