Mid-cap mutual funds offer investors the opportunity to participate in the growth potential of medium-sized companies. These funds are suitable for individuals with a high-risk appetite and a long-term investment horizon of 7–10 years. Below is an overview of some of the top-performing mid-cap mutual funds as of June 2025:
1. Axis Midcap Fund
- Net Asset Value (NAV): ₹129.18 (as of June 4, 2025)
- 1-Year Return: 15.05%
- 2-Year Return: 24.49% (Annualized)
- 5-Year SIP Return: 64.07% (Absolute), 19.89% (Annualized)
- Assets Under Management (AUM): ₹28,809 Crores
- Expense Ratio: 0.54% Apply here
Note: The fund has shown consistent performance over the years, making it a reliable choice for long-term investors.
2. PGIM India Midcap Opportunities Fund
- NAV: ₹73.01 (as of June 4, 2025)
- 1-Year Return: 8.47%
- 2-Year Return: 17.85% (Annualized)
- 5-Year SIP Return: 58.09% (Absolute), 18.37% (Annualized)
- AUM: ₹10,602 Crores
- Expense Ratio: 0.46% Apply here
Note: This fund has demonstrated resilience and consistent returns, suitable for investors seeking steady growth.
3. Invesco India Midcap Fund
- NAV: ₹205.50 (as of June 4, 2025)
- 1-Year Return: 27.99%
- 2-Year Return: 33.53% (Annualized)
- 5-Year Return: 30.34% (Annualized)
- AUM: ₹11,138 Crores
- Expense Ratio: 0.63% Apply here
Note: The fund has outperformed its peers, offering substantial returns for investors willing to embrace higher risk.
4. Kotak Emerging Equity Fund
- NAV: ₹151.42 (as of June 4, 2025)
- 1-Year Return: 17.64%
- 2-Year Return: 27.47% (Annualized)
- 5-Year Return: 32.57% (Annualized)
- AUM: ₹49,646 Crores
- Expense Ratio: 0.42% Apply here
Note: Known for its volatility protection, this fund is ideal for investors seeking a balance between risk and return. Apply here
5. Tata Midcap Growth Fund
- NAV: ₹475.08 (as of June 4, 2025)
- 1-Year Return: 8.67%
- 2-Year Return: 24.79% (Annualized)
- 5-Year Return: 28.62% (Annualized)
- AUM: ₹4,505 Crores
- Expense Ratio: 0.67% Apply here
Note: With a long-standing track record, this fund is suitable for investors looking for consistent performance over the years.
Conclusion
Investing in mid-cap mutual funds can be a strategic move for those aiming for higher returns over the long term. Each of the funds listed above has its unique strengths, and investors should consider their individual financial goals, risk tolerance, and investment horizon before making a decision. Consulting with a financial advisor can also provide personalized guidance tailored to your investment needs.
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