Edelweiss Mid Cap, Invesco India Midcap among 9 midcap funds with consistent performance in 5 years

Nine midcap funds had high performance consistency in the last five years. Here is a detailed breakdown of their risk versus peers, investment style and performance, according to the CRISP Mutual Fund Scorecard for the quarter ending June 2026 by Share.Market by PhonePe.

Nippon India Growth Mid Cap Fund had a performance consistency score of 91% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is medium, value-based is high, and quality-based is low. In the last five years, the fund gave a 20.4% CAGR and had an AUM of Rs 49,169 crore. The fund has the highest NAV among all equity funds.

HDFC Mid Cap Fund had a performance consistency score of 86% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is medium, value-based is high, and quality-based is medium. In the last five years, the fund gave a 19.89% CAGR and had an AUM of Rs 1 lakh crore. The fund is the largest midcap fund based on assets managed.

Sundaram Mid Cap Fund had a performance consistency score of 85% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is medium, value-based is medium, and quality-based is medium. In the last five years, the fund gave an 18.23% CAGR and had an AUM of Rs 14,026 crore.

Edelweiss Mid Cap Fund had a performance consistency score of 81% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is high, value-based is medium, and quality-based is high. In the last five years, the fund gave an 18.86% CAGR and had an AUM of Rs 17,748 crore.

Motilal Oswal Midcap Fund had a performance consistency score of 77% in the last five years. The risk compared to its peers has been too high. In the investment style of the portfolio, the momentum-based score is high, value-based is low, and quality-based is medium. In the last five years, the fund gave a 121.52% CAGR and had an AUM of Rs 37,474 crore.

Invesco India Midcap Fund had a performance consistency score of 72% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is high, value-based is low, and quality-based is low. In the last five years, the fund gave a 20.23% CAGR and had an AUM of Rs 13,767 crore.

Kotak Midcap Fund had a performance consistency score of 69% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is medium, value-based is medium, and quality-based is high. In the last five years, the fund gave a 17.2% CAGR and had an AUM of Rs 67,611 crore.

HSBC Midcap Fund had a performance consistency score of 63% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is high, value-based is low, and quality-based is high. In the last five years, the fund gave a 19.22% CAGR and had an AUM of Rs 15,352 crore.

ICICI Prudential MidCap Fund had a performance consistency score of 61% in the last five years. The risk compared to its peers has been within an acceptable range. In the investment style of the portfolio, the momentum-based score is medium, value-based is low, and quality-based is low. In the last five years, the fund gave an 18.11% CAGR and had an AUM of Rs 7,846 crore.