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Mid cap mutual funds: India’s mutual fund industry witnessed a strong month-on-month rise in assets under management (AUM), with total AUM climbing to Rs 81.92 lakh crore from Rs 73.73 lakh crore in the previous month. Equity-oriented schemes also saw a notable jump, with equity AUM increasing to Rs 35.74 lakh crore compared to Rs 31.98 lakh crore earlier, according to AMFI data 2026.
Despite the marginal decline on a month-on-month basis, investor participation in equity schemes remained strong across Flexi Cap, Small Cap and Mid Cap categories.
Mid Cap Funds attracted Rs 6,551.40 crore during the month, up around 8 per cent from Rs 6,063 crore in March.
Large & Mid Cap Funds saw inflows of Rs 4,490.49 crore, while Multi Cap Funds received Rs 3,806.01 crore. Large Cap Funds recorded net inflows of Rs 2,524.61 crore.
If you are looking for mid cap mutual funds with over 20 per cent CAGR in 5 years. Here is a list of schemes in which Rs 1 lakh tripled in just 5 years.
Motilal Oswal Midcap Fund - Direct Plan
- Launch date: 24-Feb-2014
- NAV: Rs 2,163.7170 (As on 08-May-2026)
- Total Assets: Rs 35,735 crore (As on 31-Mar-2026)
- Expense Ratio: 0.82% (As on 30-Apr-2026)
- Benchmark: NIFTY Midcap 150 TRI
- CAGR in 5 years: 24.86%
- Minimum investment: Rs 500
- Minimum SIP: Rs 500
- Standard Deviation: 20.73
- Sharpe Ratio: 0.79
- Beta: 0.97
A one-time investment of Rs 1 lakh could have grown to Rs 3,03,471 in just five years.
Nippon India Growth Mid Cap Fund - Direct Plan
- Launch date: 01-Jan-2013
- NAV: Rs 4,897.8121 (As on 08-May-2026)
- Total Assets: Rs 45,820 crore (As on 31-Mar-2026)
- Expense Ratio: 0.81% (As on 30-Apr-2026)
- Benchmark: NIFTY Midcap 150 TRI
- CAGR in 5 years: 23.59%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 18.29
- Sharpe Ratio: 1.06
- Beta: 0.98
A one-time investment of Rs 1 lakh could have grown to Rs 2,88,348 in just five years.
Invesco India Mid Cap Fund - Direct Plan
- Launch date: 01-Jan-2013
- NAV: Rs 227.6800 (As on 08-May-2026)
- Total Assets: Rs 9,895 crore (As on 31-Mar-2026)
- Expense Ratio: 1.04% (As on 30-Apr-2026)
- Benchmark: BSE 150 MidCap TRI
- CAGR in 5 years: 23.45%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 19.58
- Sharpe Ratio: 1.03
- Beta: 1.01
A one-time investment of Rs 1 lakh could have grown to Rs 2,86,718 in just five years.
Edelweiss Mid Cap Fund - Direct Plan
- Launch date: 01-Jan-2013
- NAV: Rs 125.8690 (As on 08-May-2026)
- Total Assets: Rs 15,911 crore (As on 31-Mar-2026)
- Expense Ratio: 0.60% (As on 30-Apr-2026)
- Benchmark: NIFTY Midcap 150 TRI
- CAGR in 5 years: 23.23%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 17.90
- Sharpe Ratio: 1.08
- Beta: 0.95
A one-time investment of Rs 1 lakh could have grown to Rs 2,84,173 in just five years.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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