Mutual Fund Investment: Small cap mutual funds often steal the spotlight when it comes to long-term wealth creation in equity mutual funds. However, mid cap funds have performed really well and have quietly delivered impressive and consistent returns over time, according to AMFI data. Here is the list of top mid cap mutual funds that have generated over 20 per cent CAGR in the past five years, making them a compelling option for investors seeking a balance between growth and risk.
Invesco India Mid Cap Fund – Direct Plan
Edelweiss Mid Cap Fund – Direct Plan
HDFC Mid Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Midcap 150 TRI
- AUM: Rs 85,358 Cr (As on 31-Mar-2026)
- NAV: Rs 217.7200 (As on 30-Apr-2026)
- Expense Ratio: 0.73% (As on 30-Apr-2026)
- CAGR 5 years: 22.25%
- Min. Investment: Rs 100
- Min. SIP Investment: Rs 100
- Standard Deviation: 16.11
- Sharpe Ratio: 1.08
- Beta: 0.86
(Source: Fund fact sheet/AMFI data)
(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.)
