33 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY MIDCAP 150 TRI (total-return index where available).
| HSBC Midcap Fund | +15.93% |
| WhiteOak Capital Mid Cap Fund | +10.74% |
| ICICI Prudential Mid Cap Fund | +9.85% |
| Helios Mid Cap Fund | +8.47% |
| JM Mid Cap Fund | +8.04% |
| Invesco India Mid Cap Fund | +21.83% |
| HSBC Midcap Fund | +21.81% |
| WhiteOak Capital Mid Cap Fund | +20.06% |
| ICICI Prudential Mid Cap Fund | +19.32% |
| Edelweiss Mid Cap Fund | +18.95% |
| Invesco India Mid Cap Fund | +18.50% |
| HDFC Mid Cap Fund | +17.52% |
| Edelweiss Mid Cap Fund | +17.27% |
| Nippon India Growth Mid Cap Fund | +16.75% |
| Mahindra Manulife Mid Cap Fund | +16.32% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Midcap Fund HSBC Mutual Fund |
513.13 | -2.33% | 21.01% | 15.93% | 21.81% | — | 0.84 | 16.9% | 1.15% | 2,899 | 1/33 |
| WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund |
22.34 | -0.94% | 16.70% | 10.74% | 20.06% | — | 0.88 | 14.8% | 0.94% | 1,180 | 2/33 |
| ICICI Prudential Mid Cap Fund ICICI Prudential Mutual Fund |
364.41 | -4.03% | 10.17% | 9.85% | 19.32% | 15.85% | 0.74 | 17.9% | 1.09% | 1,037 | 3/33 |
| Helios Mid Cap Fund Helios Mutual Fund |
13.57 | -2.30% | 20.30% | 8.47% | — | — | — | 17.0% | 0.97% | 730 | 4/33 |
| JM Mid Cap Fund JM Financial Mutual Fund |
21.67 | -1.88% | 19.95% | 8.04% | 17.54% | — | 0.64 | 17.6% | 0.94% | 200 | 5/33 |
| BANDHAN MID CAP FUND Bandhan Mutual Fund |
19.65 | -0.26% | 17.97% | 8.03% | 16.75% | — | 0.64 | 16.1% | 0.75% | 113 | 6/33 |
| ITI Mid Cap Fund ITI Mutual Fund |
24.48 | -3.21% | 12.37% | 7.12% | 18.04% | 15.10% | 0.66 | 16.3% | 0.91% | 85 | 7/33 |
| Invesco India Mid Cap Fund Invesco Mutual Fund |
229.39 | -4.17% | 18.30% | 6.63% | 21.83% | 18.50% | 0.91 | 17.3% | 0.78% | 3,907 | 8/33 |
| Union Midcap Fund Union Mutual Fund |
54.58 | -2.43% | 13.35% | 6.29% | 15.40% | 14.29% | 0.55 | 16.4% | 1.10% | 115 | 9/33 |
| Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas Mutual Fund |
127.39 | -5.02% | 9.06% | 6.26% | 14.93% | — | 0.58 | 15.0% | 0.78% | 185 | 10/33 |
| Taurus Mid Cap Fund Taurus Mutual Fund |
134.46 | 7.60% | 19.67% | 5.56% | 9.45% | 11.74% | 0.19 | 16.7% | 2.36% | — | 11/33 |
| Mahindra Manulife Mid Cap Fund Mahindra Manulife Mutual Fund |
38.90 | -6.94% | 8.48% | 5.12% | 15.37% | 16.32% | 0.55 | 16.6% | 0.74% | 848 | 12/33 |
| Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Mutual Fund |
905.21 | -3.26% | 13.67% | 4.79% | 13.17% | 12.85% | 0.45 | 15.9% | 1.22% | 786 | 13/33 |
| Mirae Asset Midcap Fund Mirae Asset Mutual Fund |
41.39 | -3.38% | 13.10% | 4.73% | 13.78% | 14.29% | 0.48 | 15.7% | 0.94% | 5,833 | 14/33 |
| Canara Robeco Mid Cap Fund Canara Robeco Mutual Fund |
18.60 | -2.36% | 13.62% | 4.67% | 15.92% | — | 0.60 | 16.1% | 0.86% | 1,274 | 15/33 |
| Axis Midcap Fund Axis Mutual Fund |
136.74 | -2.27% | 12.02% | 4.61% | 15.07% | 12.35% | 0.60 | 14.5% | 0.84% | 11,247 | 16/33 |
| Edelweiss Mid Cap Fund Edelweiss Mutual Fund |
121.84 | -4.00% | 10.57% | 4.47% | 18.95% | 17.27% | 0.77 | 15.3% | 0.68% | 4,448 | 17/33 |
| Nippon India Growth Mid Cap Fund Nippon India Mutual Fund |
4725.80 | -4.63% | 10.18% | 4.45% | 16.48% | 16.75% | 0.62 | 15.8% | 0.79% | 9,647 | 18/33 |
| LIC MF Mid Cap Fund LIC Mutual Fund |
33.38 | -2.14% | 14.83% | 3.59% | 14.54% | — | 0.50 | 16.4% | 1.77% | 20 | 19/33 |
| Quant Mid Cap Fund quant Mutual Fund |
239.65 | -4.31% | 10.56% | 3.58% | 9.52% | 14.91% | 0.20 | 13.9% | 1.18% | 4,818 | 20/33 |
| HDFC Mid Cap Fund HDFC Mutual Fund |
219.44 | -3.41% | 8.23% | 3.29% | 15.12% | 17.52% | 0.60 | 14.3% | 0.75% | 26,844 | 21/33 |
| Tata Mid Cap Fund Tata Mutual Fund |
501.60 | -4.07% | 8.12% | 2.90% | 13.08% | 14.03% | 0.45 | 15.1% | 0.85% | 630 | 22/33 |
| BANK OF INDIA MID CAP FUND Bank of India Mutual Fund |
10.23 | -1.25% | 11.93% | 2.81% | — | — | — | 15.1% | 1.32% | 74 | 23/33 |
| Sundaram Mid Cap Fund Sundaram Mutual Fund |
1544.33 | -4.43% | 8.54% | 2.70% | 16.10% | 15.73% | 0.63 | 15.7% | 1.05% | 1,294 | 24/33 |
| SBI MIDCAP FUND SBI Mutual Fund |
260.15 | -4.69% | 9.26% | 2.34% | 9.24% | 12.67% | 0.24 | 14.0% | 1.05% | — | 25/33 |
| Kotak Mid Cap Fund Kotak Mahindra Mutual Fund |
160.20 | -4.65% | 10.46% | 1.35% | 15.48% | 15.42% | 0.58 | 16.1% | 0.54% | 16,327 | 26/33 |
| UTI - Mid Cap Fund UTI Mutual Fund |
334.50 | -2.73% | 9.93% | 1.01% | 10.24% | 10.93% | 0.27 | 15.3% | 1.25% | 1,267 | 27/33 |
| DSP Midcap Fund DSP Mutual Fund |
164.25 | -4.15% | 8.70% | 0.60% | 12.38% | 10.55% | 0.40 | 15.6% | 0.82% | 3,409 | 28/33 |
| Franklin India Mid Cap Fund Franklin Templeton Mutual Fund |
3001.41 | -4.03% | 8.97% | -0.96% | 13.71% | 12.34% | 0.49 | 15.4% | 1.15% | 2,104 | 29/33 |
| PGIM India Midcap Fund PGIM India Mutual Fund |
74.13 | -2.50% | 11.31% | -1.00% | 10.51% | 9.88% | 0.29 | 15.6% | 0.74% | 4,160 | 30/33 |
| Samco Mid Cap Fund Samco Mutual Fund |
9.60 | -4.67% | 6.55% | — | — | — | — | — | 1.58% | — | — |
| TRUSTMF MID CAP FUND Trust Mutual Fund |
11.62 | -1.11% | 17.14% | — | — | — | — | — | 1.90% | — | — |
| The Wealth Company Mid Cap Fund The Wealth Company Mutual Fund |
9.41 | — | — | — | — | — | — | — | 3.01% | — | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
