Mid cap funds · 5 year performance
Mid caps tell a very different story.
Unlike large caps where 92% of funds trail the index, mid cap is the one category where skilled fund managers have genuinely added value. But choosing the right one still matters a great deal.
11
above the waterline
3
sinking below it
20.9%
Nifty Midcap 150 return
0.37%
index fund fee
11 out of 14 funds with 5-year track records stayed above water. In mid caps, active management has genuinely earned its keep — but picking the right fund still matters.
Why mid caps are different
Mid-cap companies are less researched than large caps. Fewer analysts cover them, information is slower to reach the market, and prices take longer to reflect reality. That's exactly the kind of inefficiency a skilled fund manager can exploit. In large caps, everyone knows everything — there's no edge to find. In mid caps, there's still an edge for the best managers.
The catch
Not all mid cap funds are equal. The gap between the best (Motilal Oswal at +3.7% above index) and the worst (Tata at -1.5% below) is over 5% per year. On ₹10 lakh over 5 years, that's the difference between ₹30.3 lakh and ₹24.7 lakh. Choosing well matters far more here than in large caps.
All 27 mid cap funds, side by side.
Funds with 5-year track records are sorted by return. Newer funds are listed separately below. The index sits at the top.
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Returns as of Jan 2026 · Source: AMFI, fund factsheets · All returns are CAGR, direct plan, growth option
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