Hello everyone, I’m looking to grow my portfolio this year and want to explore mid-cap mutual funds. Can anyone share which mid-cap schemes are currently the best to invest in 2025?
That’s a good question. Many people want steady growth from companies that are already past the very small stage.
Best Mid-Cap Funds to Invest in Now
Mid-cap funds buy shares of companies that are bigger than small firms but not yet large giants. These companies can still grow fast and are usually more stable than small-caps. Below are five funds that have done well over the last three and five years.
| Fund Name | 3-Year Return | 5-Year Return | Cost (Expense %) | Fund Size (₹ Cr) |
|---|---|---|---|---|
| PGIM India Midcap Opportunities | 25 % | 20 % | 0.81 | 14,200 |
| Mirae Asset Midcap Fund | 24 % | 19 % | 0.73 | 18,700 |
| Axis Midcap Fund | 23 % | 19 % | 0.75 | 21,500 |
| Kotak Emerging Equity Fund | 22 % | 18 % | 0.79 | 28,900 |
| HDFC Mid-Cap Opportunities Fund | 21 % | 17 % | 0.82 | 42,100 |
Points to keep in mind
- Mid-cap funds move more than large-cap but less than small-cap.
- A holding period of at least five to seven years works best.
- Begin with a monthly SIP and raise the amount slowly as income grows.
How to Invest
- You have to open a mutual-fund account with your bank or any SEBI-registered website.
- After opening the account now complete the one-time KYC using PAN and Aadhaar.
- You have to pick one fund from the list and set a monthly SIP start with any amount you are comfortable with.
- Choose an SIP date just after your salary is credited so you do not forget.
- Stay invested for five to seven year and do not stop if the market is at low.