Looking for a mix of stability and growth while investing in the money market? Midcap mutual funds can be the right option for you! These funds offer a blend of capital appreciation with controlled aggression. These funds combine the stability of large caps with the growth potential of small caps. With a monthly SIP in a mid-cap mutual fund, you can stay consistent and ride market cycles with confidence.
5 Best SIP Funds in the Mid-Cap Segment from Top AMCs
Check out the best SIP funds in the midcap category that we have curated for investors.
- Motilal Oswal Mid Cap Fund
If you’re looking to build a long-term investment strategy and have a moderate risk appetite, the Motilal Oswal Mid Cap Fund can be a suitable option. It diversifies your investment across key sectors like technology, consumer cyclical, industrials, and healthcare. Those willing to build a balanced portfolio with a well-spread-out asset allocation across various sectors must watch out for this fund.
- AUM: INR 27,780.20 crore
- NAV: INR 108.7903
- Expense ratio: 0.64%
- 1-Year return: 17.91%
- 3-Year return: 30.81%
- 5-Year return: 39.34%
- Edelweiss Mid Cap Fund
This mid-cap fund is suitable for investors who value risk-managed strategies backed by research in this segment. The fund distributes your investments across various sectors like financial services, consumer cyclical, industrials, and healthcare. This ensures that your investment isn’t concentrated on specific sectors, thereby mitigating risk.
- AUM: INR 8,633.85 crore
- NAV: INR 106.8580
- Expense ratio: 0.39%
- 1-Year return: 16.99%
- 3-Year return: 26.53%
- 5-Year return: 34.90%
- ICICI Prudential Mid Cap Fund
The ICICI Prudential Mid Cap Fund is ideal for investors looking to build wealth for the next 5-10 years. With an impressive 5-year return of 32.16%, it helps investors balance growth and risk. If you’re planning for long-term goals like a child’s education or early retirement, consider creating an SIP in this fund. One can start an SIP with just INR 100 in this mid-cap fund.
- AUM: INR 5,932.46 crore
- NAV: INR 295.2700
- Expense ratio: 1.26%
- 1-Year return: 5.46%
- 3-Year return: 21.79%
- 5-Year return: 32.16%
- HDFC Mid Cap Opportunities Fund
The HDFC Midcap Opportunities Fund is a top choice for seasoned investors looking to ride the growth trajectory of the Indian markets. This fund picks fundamentally strong companies that are likely to emerge as future leaders. It invests in sectors like financial services, consumer cyclical, healthcare, technology, and industrials. If you already have a large-cap exposure and want to diversify for higher returns, you can consider this mid-cap fund.
- AUM: INR 74,909.80 crore
- NAV: INR 193.5330
- Expense ratio: 0.89%
- 1-Year return: 9.76%
- 3-Year return: 27.13%
- 5-Year return: 34.34%
- SBI Magnum Midcap Fund
Investors who are just getting started with the mid-cap segment and need a structured exposure can consider the SBI Magnum Midcap Fund. This fund invests in growth-oriented companies in sectors like consumer cyclical, financial services, healthcare, basic materials, and industrials. If you’re building a long-term portfolio and want to create an SIP, this SBI fund can be a suitable pick.
- AUM: INR 21,512.10 crore
- NAV: INR 248.6694
- Expense ratio: 0.83%
- 1-Year return: 7.95%
- 3-Year return: 19.09%
- 5-Year return: 32.78%
Conclusion
Are you willing to explore the market potential beyond stable large-cap funds for better returns over the long term? These mid-cap funds are ideal for building your wealth over time. With monthly SIPs, you can create your financial resilience and manage short-term volatility.
Whether you’re starting out in the money market or diversifying your portfolio, create an SIP in one of these mid-cap funds. With a structured and disciplined approach to wealth creation, you can achieve your financial goals.
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