Mutual Funds • Mid Cap
Mid Cap Mutual Fund Returns
1Y, 3Y & 5Y Comparison.
Compare historical 1-year, 3-year and 5-year returns for mid-cap mutual funds using the latest available category data. Returns are historical and do not constitute a fund recommendation.
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How to read mid cap fund returns
The table compares point-to-point historical return periods available in Nivata's mutual-fund dataset. One-year returns are shown as the period return; multi-year figures are annualised. Use the same period when comparing funds, and consider category, benchmark, costs, portfolio risk and scheme documents alongside past returns.
Historical Returns
Mid Cap Fund Returns Comparison
| Fund | 1Y | 3Y | 5Y | Fund size | Consistency | Worst fall |
|---|---|---|---|---|---|---|
| 01Invesco India Mid Cap Fund - Direct Plan - Growth OptionNAV ₹228.0400 | +1.77% | +21.39% | +16.96% | ₹15,234 Cr | Excellent100% positive | -20.1% |
| 02HSBC Midcap Fund - Direct GrowthNAV ₹511.9142 | +11.75% | +21.38% | — | ₹16,299 Cr | Excellent92% positive | -26.0% |
| 03WhiteOak Capital Mid Cap Fund Direct Plan GrowthNAV ₹22.4740 | +7.46% | +19.93% | — | ₹7,096 Cr | Excellent100% positive | -19.3% |
| 04ICICI Prudential Mid Cap Fund - Direct Plan - GrowthNAV ₹364.7400 | +6.97% | +19.17% | +14.72% | ₹8,094 Cr | Excellent96% positive | -21.3% |
| 05Edelweiss Mid Cap Fund - Direct Plan - Growth OptionNAV ₹122.3110 | +2.18% | +18.98% | +15.83% | ₹19,084 Cr | Excellent98% positive | -20.1% |
| 06ITI Mid Cap Fund - Direct Plan - Growth OptionNAV ₹24.3684 | +3.51% | +17.76% | +14.11% | ₹1,494 Cr | Good88% positive | -22.7% |
| 07Motilal Oswal Midcap Fund-Direct Plan-Growth OptionNAV ₹115.6012 | -4.12% | +17.34% | +18.81% | ₹40,809 Cr | Good83% positive | -28.9% |
| 08JM Mid Cap Fund (Direct) - GrowthNAV ₹21.5517 | +4.69% | +16.79% | — | ₹1,319 Cr | Good86% positive | -22.5% |
| 09BANDHAN MID CAP FUND - GROWTH - DIRECT PLANNAV ₹19.6550 | +5.10% | +16.71% | — | ₹2,479 Cr | Excellent93% positive | -22.7% |
| 10Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth OptionNAV ₹4,754.0087 | +2.57% | +16.52% | +15.46% | ₹51,138 Cr | Excellent96% positive | -19.9% |
| 11Sundaram Mid Cap Fund Direct Plan - GrowthNAV ₹1,550.4120 | +0.62% | +16.12% | +14.59% | ₹13,685 Cr | Excellent96% positive | -20.7% |
| 12Canara Robeco Mid Cap Fund- Direct Plan- Growth OptionNAV ₹18.6200 | +2.08% | +15.61% | — | ₹5,058 Cr | Excellent97% positive | -21.2% |
| 13HDFC Mid Cap Fund - Growth Option - Direct PlanNAV ₹221.5740 | +1.59% | +15.42% | +16.45% | ₹105,346 Cr | Excellent98% positive | -17.0% |
| 14Mahindra Manulife Mid Cap Fund - Direct Plan -GrowthNAV ₹38.8414 | +3.23% | +15.36% | +14.64% | ₹5,252 Cr | Excellent94% positive | -20.9% |
| 15Kotak Mid Cap Fund - Direct Plan - GrowthNAV ₹160.0990 | -0.92% | +15.27% | +14.17% | ₹69,235 Cr | Excellent100% positive | -20.9% |
| 16Union Midcap Fund - Direct Plan - Growth OptionNAV ₹54.6700 | +3.82% | +15.27% | +12.87% | ₹1,933 Cr | Excellent92% positive | -21.3% |
| 17Axis Midcap Fund - Direct Plan - GrowthNAV ₹137.7300 | +2.91% | +15.18% | +11.05% | ₹34,576 Cr | Good87% positive | -20.3% |
| 18BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth OptionNAV ₹127.3885 | +4.58% | +14.87% | — | ₹2,597 Cr | Excellent93% positive | -18.6% |
| 19LIC MF Mid Cap Fund-Direct Plan-GrowthNAV ₹33.1668 | +0.99% | +14.00% | — | ₹381 Cr | Good83% positive | -21.5% |
| 20Mirae Asset Midcap Fund - Direct Plan - GrowthNAV ₹41.4890 | +2.38% | +13.92% | +13.15% | ₹20,305 Cr | Excellent92% positive | -22.5% |
Historical returns do not identify the most suitable fund for an investor and do not predict future performance. Compare category, benchmark, risk, portfolio, costs, exit load, taxation and scheme documents. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
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Returns Need
Context.
Use rolling returns, expense ratio and risk concepts to understand what a point-to-point historical return table does—and does not—tell you.