सर्वोत्तम Mid Cap फंड
Tomorrow's large caps. Higher growth, higher swings — reward the patient.
डेटा अपडेट · 34 डायरेक्ट-ग्रोथ फंड, 0–100 Smart Score ने रँक केलेले
खालील इंटरॲक्टिव्ह टेबल इंग्रजीत आहे — आकडे आणि फंडांची नावे दोन्ही भाषांत सारखीच.
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Midcap Invesco | 80 | Strong Buy | 11.4% | 23.5% | 20.2% | 0.98 | 1.39 | 19.6 | 6.0 | 1.01 | 5★ | 48.3 | 0.74% | ₹14.7k Cr | 13.7y | |
| WhiteOak Capital Mid Cap WhiteOak | 78 | Strong Buy | 17.2% | 22.3% | — | 1.02 | 1.36 | 16.9 | 5.7 | 0.89 | 5★ | 31.9 | 0.95% | ₹6.8k Cr | 4.0y | |
| HSBC Midcap HSBC | 75 | Buy | 23.2% | 24.6% | 19.5% | 1.01 | 1.31 | 20.1 | 6.9 | 1.02 | 4★ | 31.6 | 1.22% | ₹15.6k Cr | 13.7y | |
| HDFC Mid Cap HDFC | 75 | Buy | 10.3% | 17.6% | 19.6% | 0.87 | 1.00 | 15.4 | 2.6 | 0.82 | 4★ | 28.8 | 0.75% | ₹1.05L Cr | 13.7y | |
| Helios Mid Cap Helios | 75 | Buy | 15.8% | — | — | 1.28 | 1.87 | 16.0 | 7.4 | 0.93 | — | 44.8 | 0.93% | ₹2.0k Cr | 1.5y | |
| Edelweiss Midcap Edelweiss | 72 | Buy | 10.6% | 21.1% | 19.2% | 0.95 | 0.51 | 17.7 | 4.5 | 0.94 | 5★ | 31.8 | 0.71% | ₹18.7k Cr | 13.7y | |
| ICICI Pru Mid Cap ICICI Pru | 68 | Buy | 18.3% | 21.7% | 18.2% | 0.96 | 1.17 | 18.6 | 4.8 | 0.99 | 4★ | 35.2 | 1.13% | ₹8.0k Cr | 13.7y | |
| Baroda BNP Paribas Mid Cap Baroda BNP Paribas | 68 | Buy | 13.1% | 17.2% | 20.8% | 0.70 | 0.95 | 15.2 | 1.2 | 0.86 | 4★ | 30.1 | 0.74% | ₹2.6k Cr | 13.7y | |
| MahIndra Manulife Mid Cap Mahindra Manulife | 66 | Buy | 14.3% | 18.4% | 18.7% | 0.85 | 0.95 | 17.2 | 2.5 | 0.93 | 4★ | 33.9 | 0.76% | ₹5.2k Cr | 8.6y | |
| Nippon India Gr Mid Cap Nippon India | 66 | Buy | 10.3% | 18.4% | 18.5% | 0.83 | 0.97 | 17.8 | 2.3 | 0.95 | 4★ | 29.5 | 0.80% | ₹50.8k Cr | 13.7y | |
| Motilal Oswal Midcap Motilal Oswal | 64 | Buy | 0.7% | 18.3% | 21.8% | 0.76 | 1.18 | 20.6 | 3.3 | 0.94 | 4★ | 20.1 | 0.95% | ₹40.0k Cr | 12.5y | |
| ITI Mid Cap ITI | 61 | Hold | 15.2% | 20.4% | 17.0% | 0.88 | 1.03 | 18.9 | 3.4 | 1.01 | 3★ | 31.6 | 0.97% | ₹1.5k Cr | 5.5y | |
| Sundaram Midcap Sundaram | 61 | Hold | 9.7% | 18.7% | 17.4% | 0.86 | 0.78 | 17.2 | 2.8 | 0.92 | 4★ | 38.4 | 1.06% | ₹14.5k Cr | 13.7y | |
| JM Mid Cap JM | 57 | Hold | 13.0% | 19.1% | — | 0.80 | 0.95 | 18.9 | 2.3 | 0.98 | 4★ | 36.4 | 0.86% | ₹1.3k Cr | 3.8y | |
| Kotak Midcap Kotak | 57 | Hold | 8.9% | 17.6% | 17.1% | 0.78 | -0.15 | 17.8 | 1.9 | 0.92 | 4★ | 30.7 | 0.51% | ₹69.0k Cr | 13.7y | |
| Axis Midcap Axis | 51 | Hold | 9.6% | 16.4% | 13.6% | 0.67 | 0.92 | 14.8 | 0.1 | 0.83 | 4★ | 32.9 | 0.82% | ₹34.2k Cr | 13.7y | |
| Bandhan Midcap Bandhan | 50 | Hold | 12.4% | 18.3% | — | 0.76 | -0.37 | 18.6 | 1.8 | 0.95 | 4★ | 46.8 | 0.71% | ₹2.4k Cr | 4.1y | |
| Canara Robeco Mid Cap Canara Robeco | 49 | Hold | 8.0% | 17.1% | — | 0.66 | 0.90 | 16.2 | 0.5 | 0.92 | 4★ | 40.0 | 0.86% | ₹5.0k Cr | 3.8y | |
| Mirae Asset Midcap Mirae Asset | 49 | Hold | 12.8% | 16.2% | 16.1% | 0.61 | 0.82 | 16.0 | -0.3 | 0.91 | 3★ | 30.2 | 0.90% | ₹20.3k Cr | 7.2y | |
| Union Midcap Union | 43 | Avoid | 12.3% | 16.9% | 15.8% | 0.62 | 0.83 | 16.8 | -0.1 | 0.95 | 3★ | — | 1.14% | ₹1.9k Cr | 6.5y | |
| Tata Mid Cap Tata | 40 | Avoid | 9.6% | 14.9% | 15.3% | 0.54 | 0.72 | 15.6 | -1.3 | 0.88 | 4★ | 36.8 | 0.84% | ₹6.1k Cr | 13.7y | |
| FranklIn India Mid Cap Franklin | 39 | Avoid | 4.9% | 15.7% | 14.3% | 0.59 | 0.81 | 15.5 | -0.5 | 0.88 | 3★ | 34.0 | 1.08% | ₹12.9k Cr | 13.7y | |
| ABSL Midcap Gr Dir Aditya Birla Sun Life | 37 | Avoid | 11.1% | 15.4% | 14.7% | 0.57 | 0.78 | 15.6 | -0.8 | 0.88 | — | — | 1.22% | ₹6.7k Cr | 13.7y | |
| LIC MF Mid Cap LIC | 34 | Avoid | 10.2% | 16.6% | 13.5% | 0.61 | 0.83 | 16.7 | -0.2 | 0.94 | 4★ | 39.1 | 1.41% | ₹376 Cr | 9.6y | |
| DSP Midcap DSP | 33 | Avoid | 7.6% | 14.3% | 12.2% | 0.50 | 0.68 | 15.7 | -1.9 | 0.88 | 3★ | 22.2 | 0.81% | ₹20.5k Cr | 13.7y | |
| SBI Midcap SBI | 32 | Avoid | 7.3% | 10.8% | 14.0% | 0.33 | 0.44 | 13.3 | -4.1 | 0.74 | 2★ | 37.9 | 1.01% | ₹24.4k Cr | 13.7y | |
| Quant Midcap Gr Quant | 28 | Avoid | 8.2% | 11.6% | 16.3% | 0.30 | 0.40 | 17.1 | -4.9 | 0.90 | 4★ | 32.0 | 1.20% | ₹8.1k Cr | 13.7y | |
| PGIM India Midcap PGIM India | 27 | Avoid | 2.3% | 11.4% | 11.2% | 0.32 | 0.44 | 15.2 | -4.5 | 0.85 | 2★ | 29.4 | 0.77% | ₹11.1k Cr | 12.8y | |
| Bank Of India Mid Cap Bank of India | 23 | Avoid | 7.4% | 14.2% | 12.4% | 0.49 | 0.66 | 15.6 | -1.8 | 0.86 | — | 30.9 | 1.33% | ₹733 Cr | 1.1y | |
| UTI Midcap Gr Dir UTI | 20 | Avoid | 7.0% | 12.1% | 12.6% | -0.10 | -0.14 | 17.2 | -2.0 | 1.00 | 3★ | 32.4 | 1.07% | ₹12.4k Cr | 13.7y | |
| TrustMF Mid Cap Trust | 10 | Avoid | — | — | — | — | — | — | — | — | — | 44.6 | 1.86% | ₹429 Cr | 0.5y | |
| Taurus Mid Cap Taurus | 9 | Avoid | 6.2% | 9.2% | 12.6% | 0.14 | 0.19 | 18.4 | -8.5 | 1.01 | — | — | 2.21% | ₹135 Cr | 13.7y | |
| Samco Mid Cap Samco | 4 | Avoid | — | — | — | — | — | — | — | — | — | 16.8 | 1.87% | ₹79 Cr | 0.6y | |
| The Wealth Company Mid Cap The Wealth Company | 1 | Avoid | — | — | — | — | — | — | — | — | — | — | — | ₹0 Cr | 0.1y |
Mid Cap — झटपट उत्तरे
›सध्या सर्वोत्तम Mid Cap म्युच्युअल फंड कोणता आहे?
Invesco India Midcap सध्या 34 Mid Cap फंडांमध्ये #1 आहे — FundLens Smart Score 80/100 (Strong Buy). 3 वर्षांचा रिटर्न 23.5%, 5 वर्षांचा 20.2%, एक्स्पेन्स रेशो 0.74% (डायरेक्ट प्लॅन). रँकिंग 08 Sept 2026 च्या डेटावर आधारित.
›कोणत्या Mid Cap फंडाचा रिस्क-ॲडजस्टेड रिटर्न सर्वोत्तम आहे?
सॉर्टिनो रेशोनुसार Helios Mid Cap कॅटेगरीत सर्वात पुढे — 1.87 (शार्प 1.28). म्हणजे घसरणीच्या प्रत्येक युनिट रिस्कवर सर्वाधिक रिटर्न.
›सर्वात कमी एक्स्पेन्स रेशो असलेला Mid Cap फंड कोणता?
Kotak Midcap — वार्षिक 0.51% (डायरेक्ट प्लॅन), कॅटेगरीत सर्वात कमी. कमी फी दीर्घकाळात तुमच्या बाजूने कम्पाउंड होते.
›AUM नुसार सर्वात लहान Mid Cap फंड कोणता?
The Wealth Company Mid Cap — ₹0 Cr, कॅटेगरीत सर्वात लहान. लहान फंड चपळ असू शकतात, पण फक्त साइझला गुण मानू नका.
›Mid Cap फंडात किती काळ गुंतवणूक ठेवावी?
Mid Cap फंडांचा रिस्क खूप जास्त असतो, म्हणून साधारण 7+ वर्षे चा दृष्टिकोन शहाणपणाचा. Tomorrow's large caps. Higher growth, higher swings — reward the patient. हे संशोधन आहे, गुंतवणूक सल्ला नाही.
हीच उत्तरे गप्पांमध्ये हवीत? FundLens ला विचारा