If you are considering investing in Mutual Funds, you will come across various schemes with varying levels of risk and benefits. A prominent metric used to classify mutual funds is market capitalisation. If you want to take a moderate amount of risk and earn decent returns on your Mutual Fund units, you can invest in mid-cap Mutual Funds.
These funds include stocks of mid-range companies ranking between the 101-250th position on the stock exchange. The market capitalisation of these companies is higher than Rs.5,000 crores but lower than Rs.20,000 crores. As for the best options, this blog provides a curated list of top-performing funds in 2025.
Best Mid-Cap Funds to Invest in 2025
Some of the top-rated mid-cap funds you can add to your portfolio in 2025 include:
1. Motilal Oswal Midcap Fund-Reg(G)
Take part in the growth of the Indian financial market by investing in Motilal Oswal Midcap Fund-Regular (Growth). Founded in 1987, Motilal Group offers diverse solutions such as financial services, home finance, asset management, and more. The current NAV of the fund is Rs. 101.4292 and its fund size is Rs.26,421.09 crores. The minimum SIP amount is Rs.500. The 1-year return rate is 36.62% and you can invest in it at the expense ratio of 1.58%.
2. Invesco India Midcap Fund(G)
Invesco Asset Management (India) Private Limited is one of the leading financial service providers for individuals, corporations, and institutions. The company has focused management teams to give you expert investment advice. It also has a global presence across more than 20 countries. The current NAV of Invesco India Mid Cap Fund comes up to Rs.162.12 and its yearly return rate is 34.28%. Its fund size totals up to Rs.6,154.8563 crores as of 30th September 2024. You can make a minimum SIP investment of Rs.500 in this fund with an expense ratio of 1.8%.
3. Edelweiss Mid Cap Fund-Reg(G)
Edelweiss is a financial conglomerate with a diverse clientele including individuals, corporations, and institutions. It meets your distinct financial needs with a broad range of products and services. Some of the key lines of business of this leading financial services company are retail credit, asset management, asset reconstruction, and life and general insurance. The NAV of this growth-oriented fund is Rs.95.53 and its 1-year return rate was recorded at 20.69%. It currently holds assets worth Rs.8,280.523 crores under management. If you are interested, you can invest with an SIP as low as Rs.100 with an expense ratio of 1.72%.
4. Kotak Emerging Equity Fund(G)
Kotak Mahindra Group started operations with its flagship company – Kotak Mahindra Finance Ltd (KMFL). With the receipt of a banking license from the Reserve Bank of India (RBI), it ventured into banking as an NBFC with Kotak Mahindra Bank Ltd. As a whole, it offers financial services covering stock broking and commercial banking. Currently investing in this company's fund will enable you to leverage the Rs.126.70 NAV at Rs. 52,058.9092 crores fund size. The 1-year return rate of this fund is 28.51%. You can invest in it with a SIP of Rs.100 and a 1.42% expense ratio.
5. HSBC Midcap Fund-Reg(G)
The establishment of the HSBC group goes back to the year 1853 when it was established in Mumbai. Over the years, the bank has gone through steady growth and offers products and services to diverse customers. This Mercantile Bank of India has spread its roots to London and China, which makes it internationally well-established. The NAV of this mid-cap fund is Rs.372..47 and it presents a 1-year return rate of 27.54%. The current assets under management are worth Rs.11,912.2768 crores. You can invest in it with a SIP of Rs.500
6. JM Midcap Fund-Reg(G)
JM Financial Mutual Fund Ltd is among the first few privately-operated Mutual Fund companies in India. It started its operations in 1993 and is going strong as we adjust to 2025. It has a long-standing history in the financial services sector of India. During the 50 years of its existence, JM Financial has made significant progress in partnering with Indian and international clients. As of today, its fund size is Rs.1,696.2083 crores with an NAV of Rs.18.27. Its 1-year return rate is 27.09%. You can start your SIP investment in this fund with Rs.100 at an expense ratio of 2.06%.
Note: The data presented is as updated on 17th January 2025.
Conclusion
A detailed look into these top-performing mid-cap funds showcases the excellent opportunity they present for you. You can consider them if seek to balance risk and return and achieve long-term stability with your investment. This curated list is the starting point for building your robust investment portfolio. The next step involves the assessment of these funds and their selection based on your financial goals, risk tolerance, and investment horizon. You can effectively leverage them with the right approach.
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