Looking for consistent midcap funds? Edelweiss Mid Cap and 8 peers have stood out over 5 years
By Surbhi Khanna, ET Online |
1/10
Consistency score
Nine midcap funds had high performance consistency in the last five years. Here is a detailed breakup of their risk versus peers, investment style and their performance, according to CRISP Mutual Fund Scorecard for the quarter ending March 2026 by Share.Market by PhonePe.
2/10
Nippon India Growth Mid Cap Fund
Nippon India Growth Mid Cap Fund had a performance consistency score of 92% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is high, and quality based is low. In the last five years, the fund gave 19.53% CAGR and had an AUM of Rs 39,676 crore.
3/10
HDFC Mid Cap Fund
HDFC Mid Cap Fund had a performance consistency score of 85% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is high, and quality based is medium. In the last five years, the fund gave 19.67% CAGR and had an AUM of Rs 85,358 crore.
Amazon Top Deals
POWERED BY
4/10
Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund had a performance consistency score of 83% 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 is high, value based is low, and quality based is medium. In the last five years, the fund gave 19.95% CAGR and had an AUM of Rs 31,047 crore.
5/10
Sundaram Mid Cap Fund
Sundaram Mid Cap Fund had a performance consistency score of 82% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is low. In the last five years, the fund gave 17.12% CAGR and had an AUM of Rs 11,898 crore.
6/10
Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund had a performance consistency score of 82% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is medium, and quality based is high. In the last five years, the fund gave 18.47% CAGR and had an AUM of Rs 13,554 crore.
7/10
Kotak Midcap Fund
Kotak Midcap Fund had a performance consistency score of 68% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 16.27% CAGR and had an AUM of Rs 55,676 crore.
8/10
Invesco India Midcap Fund
Invesco India Midcap Fund had a performance consistency score of 68% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is low, and quality based is low. In the last five years, the fund gave 17.68% CAGR and had an AUM of Rs 9.895 crore.
9/10
ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund had a performance consistency score of 58% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is low. In the last five years, the fund gave 17.77% CAGR and had an AUM of Rs 6,569 crore.
10/10
Mahindra Manulife Mid Cap Fund
Mahindra Manulife Mid Cap Fund had a performance consistency score of 58% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is high, and quality based is low. In the last five years, the fund gave 17.86% CAGR and had an AUM of Rs 4,099 crore.
