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Looking for midcap mutual funds in July 2026? Here are 5 funds to consider

Дата публикации: 30-07-2026 05:10:02

ETMutualFunds shortlisted five top midcap mutual funds based on rolling returns, consistency, downside risk, outperformance and asset size, highlighting options suitable for investors with high risk tolerance and long-term horizons.

Основное содержимое страницы с новостью.

Jul 30, 2026, 11:23:30 AM IST

How are these midcap funds shortlisted?

1/8

How are these midcap funds shortlisted?

ETMutualFunds shortlisted these top midcap mutual funds based on mean rolling returns, consistency in the last three years, downside risk, outperformance, asset size (threshold size is Rs 50 crore).

Agencies

Axis Midcap Fund

Launched in February 2011, the midcap fund has offered 19.7% return based on rolling frequency in the last three years. Axis Mid Cap Fund has been in the third quartile in the last 14 months. The scheme had been in the fourth quartile earlier.

ETMarkets.com

PGIM India Midcap Fund

3/8

PGIM India Midcap Fund

Launched in December 2013, the midcap fund has offered a return of around 22% in the last three years based on rolling returns. PGIM India Mid cap Opportunities Fund has been in the fourth quartile for the last 27 months.

ETMarkets.com

Invesco India Midcap Fund

4/8

Invesco India Midcap Fund

Launched in April 2007, the midcap fund has offered a return of around 26% in the last three years based on rolling returns. Invesco India Midcap Fund has been in the first quartile in the last 14 months. The scheme had been in the second quartile earlier.

ETMarkets.com

Kotak Midcap Fund

Launched in March 2007, the scheme has offered a return of around 23.9% in the last three years based on rolling returns. The scheme had been in the second quartile in the last 10 months.

ETMarkets.com

Tata Mid Cap Fund

Launched in July 1994, the scheme has offered a return of around 22.5% in the last three years based on rolling return. The fund has been in the third quartile in the last two months. The scheme had been in the second quartile earlier.

ETMarkets.com

Considered universe

We considered the performance of regular and growth options. We considered daily rolling returns of these mid cap funds in the last three years.

iStock

For whom are these funds suitable?

8/8

For whom are these funds suitable?

One should consider midcap funds only if they have very high risk tolerance and also have a longer investment horizon of, say, seven to 10 years. A longer investment horizon would help investors to navigate the volatility better.

ETMarkets.com

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Классификация: Мнения. Схожих патентов: 0. Схожих новостей: 10. Тональность: 0. Информативность: 12.8. Источник: economictimes.indiatimes.com.