Mid-cap stocks strike the sweet spot when you invest to build growth while balancing stability and aggression. These are the mutual funds that invest in companies that have already passed their small-cap phase. However, they have lots of room to expand, which offers the potential for strong returns in the long run.
Interestingly, some of the best mid cap funds returned an impressive 22.08% on average to investors in the last 3 years. In this blog, we have curated some of the top-performing funds under the mid-cap category.
Top 5 Mid Cap Funds to Watch Out for in 2025
These best mid cap mutual funds can be a part of a balanced portfolio, bringing growth and stability.
1. Invesco India Mid Cap Fund
The Invesco India Mid Cap Fund returned an impressive 30%+ to investors in five years. This fund can be a suitable choice as it identifies mid-sized companies that offer growth potential. The minimum amounts required to create an SIP and invest in a lump sum are INR 500 and INR 1,000, respectively.
This fund allocates its assets in key sectors like financial services, healthcare, consumer cyclical, and industrials.
- AUM: INR 7,801.80 crore
- NAV: INR 215.9300
- Expense ratio: 55%
- 1-year return: 68%
- 3-year return: 24%
- 5-year return: 27%
2. Motilal Oswal Midcap Fund
The research-oriented approach of Motilal Oswal Midcap Fund and its long-term investment philosophy make it a popular pick among investors. It appeals to those looking for growth and stability with a 5-year return of 35%.+
You can get started with an SIP or lumpsum investment with just INR 500. It invests over one-third of its assets in technology, while other sectors include industrials, consumer cyclical, and healthcare.
- AUM: INR 33,608.50 crore
- NAV: INR 116.5781
- Expense ratio: 68%
- 1-year return: 42%
- 3-year return: 19%
- 5-year return: 14%
3. HDFC Midcap Opportunities Fund
The HDFC Midcap Opportunities Fund is one of the picks in the midcap category. The best thing about this fund is that it allows investors to get started with as low as INR 100 for both SIPs and lump sum investments.
Some of the key sectors where it invests include financial services, consumer cyclical, healthcare, and industrials.
- AUM: INR 83,847.40 crore
- NAV: INR 210.6190
- Expense ratio:75%
- 1-year return: 55%
- 3-year return: 54%
- 5-year return: 27%
4. Edelweiss Mid Cap Fund
The Edelweiss Mid Cap Fund is noted for its low expense ratio and consistent returns over various timeframes. You can start an investment with just INR 100 in both SIPs and a lump sum. The sectoral allocation of this mid cap fund includes financial services, consumer cyclical, industrials, and basic materials.
- AUM: INR 11,026.90 crore
- NAV: INR 1900
- Expense ratio: 39%
- 1-year return: 09%
- 3-year return: 03%
- 5-year return: 22%
5. HSBC Midcap Fund
The HSBC Midcap Fund invests in high-quality mid-cap stocks. It is known for its balanced approach, and it carefully handles swings in the market. The minimum SIP and lump sum investment in this fund is INR 100. Coming to the sectoral weightage, it invests mostly in financial services, consumer cyclical, healthcare, industrials, and technology.
- AUM: INR 11,845.20 crore
- NAV: INR 4537
- Expense ratio: 65%
- 1-year return: 32%
- 3-year return: 53%
- 5-year return: 55%
Conclusion
If you are looking for the right investment avenue that balances growth and stability, mid-cap funds bring you the perfect opportunity. In this blog, we have recommended some of the top picks in 2025. If you’re looking for a mix of aggression and consistency, include some of these funds to balance your portfolio.
After all, financial resilience comes from intelligent choices when you invest. With a disciplined approach and long-term vision, you can grow your wealth steadily over time. Remember, patience and smart allocation define how you maximize the potential in the mid-cap segment.