Mid cap mutual funds: India’s mutual fund industry witnessed a strong month-on-month rise in assets under management (AUM), with total AUM climbing to Rs 81.92 lakh crore from Rs 73.73 lakh crore in the previous month. Equity-oriented schemes also saw a notable jump, with equity AUM increasing to Rs 35.74 lakh crore compared to Rs 31.98 lakh crore earlier, according to AMFI data 2026.
Despite the marginal decline on a month-on-month basis, investor participation in equity schemes remained strong across Flexi Cap, Small Cap and Mid Cap categories.
Large & Mid Cap Funds saw inflows of Rs 4,490.49 crore, while Multi Cap Funds received Rs 3,806.01 crore. Large Cap Funds recorded net inflows of Rs 2,524.61 crore.
If you are looking for mid cap mutual funds with over 20 per cent CAGR in 5 years. Here is a list of schemes in which Rs 1 lakh doubled in 5 years.
Mid cap mutual funds: Schemes with over 20% CAGR
- Launch date: 24-Feb-2014
- NAV: Rs 104.8093 (As on 18-May-2026)
- Total Assets: Rs 35,735 crore (As on 31-Mar-2026)
- Expense Ratio: 0.82% (As on 30-Apr-2026)
- Benchmark: NIFTY Midcap 150 TRI
- CAGR in 5 years: 23.67%
- Minimum investment: Rs 500
- Minimum SIP: Rs 500
- Standard Deviation: 20.73
- Sharpe Ratio: 0.79
- Beta: 0.97
A one-time investment of Rs 1 lakh had grown to Rs 2,89,282 in five years.
- Launch date: 01-Jan-2013
- NAV: Rs 4,768.2474 (As on 18-May-2026)
- Total Assets: Rs 45,820 crore (As on 31-Mar-2026)
- Expense Ratio: 0.81% (As on 30-Apr-2026)
- Benchmark: NIFTY Midcap 150 TRI
- CAGR in 5 years: 22.39%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 18.29
- Sharpe Ratio: 1.06
- Beta: 0.98
A one-time investment of Rs 1 lakh had grown to Rs 2,74,618 in five years.
- Launch date: 01-Jan-2013
- NAV: Rs 218.4700 (As on 18-May-2026)
- Total Assets: Rs 9,895 crore (As on 31-Mar-2026)
- Expense Ratio: 1.04% (As on 30-Apr-2026)
- Benchmark: BSE 150 MidCap TRI
- CAGR in 5 years: 21.76%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 19.58
- Sharpe Ratio: 1.03
- Beta: 1.01
A one-time investment of Rs 1 lakh had grown to Rs 2,67,623 in five years.
Edelweiss Mid Cap Fund – Direct Plan
A one-time investment of Rs 1 lakh had grown to Rs 2,67,953 in five years.
(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.)
