Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Schemes - Mid Cap Fund )

Open Ended Schemes ( Equity Schemes - Mid Cap Fund ) Mutual Funds in India

Quantitative risk-adjusted comparison across 57 AMFI-registered Open Ended Schemes ( Equity Schemes - Mid Cap Fund ) schemes. Category Median 3Y CAGR: +15.78% p.a. • Category Median 3Y Sortino: 0.73.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 Helios Mid Cap Fund - Direct Plan - Growth Option (AMFI 153326) Helios Mutual Fund Direct Plan N/A 1.39 -16.74%
#2 Helios Mid Cap Fund - Direct Plan - IDCW Option (AMFI 153324) Helios Mutual Fund Direct Plan N/A 1.39 -16.74%
#3 Invesco India Mid Cap Fund - Direct Plan - Growth Option (AMFI 120403) Invesco Mutual Fund Direct Plan +23.07% 1.35 -34.09%
#4 Invesco India Mid Cap Fund - Regular Plan - Growth Option (AMFI 105503) Invesco Mutual Fund Regular Plan +21.60% 1.23 -70.84%
#5 Helios Mid Cap Fund - Regular Plan - IDCW Option (AMFI 153325) Helios Mutual Fund Regular Plan N/A 1.22 -17.15%
#6 Helios Mid Cap Fund - Regular Plan - Growth Plan (AMFI 153327) Helios Mutual Fund Regular Plan N/A 1.22 -17.15%
#7 WhiteOak Capital Mid Cap Fund Direct Plan Growth (AMFI 150584) WhiteOak Capital Mutual Fund Direct Plan +20.65% 1.21 -19.33%
#8 WhiteOak Capital Mid Cap Fund Direct Plan IDCW (AMFI 150582) WhiteOak Capital Mutual Fund Direct Plan +20.65% 1.21 -19.33%
#9 HSBC Midcap Fund - Direct Growth (AMFI 151036) HSBC Mutual Fund Direct Plan +21.57% 1.08 -25.96%
#10 WhiteOak Capital Mid Cap Fund Regular Plan Growth (AMFI 150583) WhiteOak Capital Mutual Fund Regular Plan +18.93% 1.06 -19.68%
#11 WhiteOak Capital Mid Cap Fund Regular Plan IDCW (AMFI 150585) WhiteOak Capital Mutual Fund Regular Plan +18.93% 1.06 -19.68%
#12 ICICI Prudential Mid Cap Fund - Direct Plan - Growth (AMFI 120381) ICICI Prudential Mutual Fund Direct Plan +19.77% 1.01 -44.04%
#13 HSBC Midcap Fund - Regular Growth (AMFI 151034) HSBC Mutual Fund Regular Plan +20.29% 0.98 -26.12%
#14 ICICI Prudential Mid Cap Fund - Growth (AMFI 102528) ICICI Prudential Mutual Fund Regular Plan +18.80% 0.93 -75.06%
#15 BANDHAN MID CAP FUND - GROWTH - DIRECT PLAN (AMFI 150404) Bandhan Mutual Fund Direct Plan +17.57% 0.91 -22.71%
#16 BANDHAN MID CAP FUND - IDCW - DIRECT PLAN (AMFI 150401) Bandhan Mutual Fund Direct Plan +17.56% 0.91 -22.72%
#17 JM Mid Cap Fund (Direct) - Growth (AMFI 150815) JM Financial Mutual Fund Direct Plan +18.30% 0.88 -22.54%
#18 JM Mid Cap Fund (Direct) - IDCW (AMFI 150814) JM Financial Mutual Fund Direct Plan +18.30% 0.88 -22.54%
#19 Canara Robeco Mid Cap Fund- Direct Plan- Growth Option (AMFI 150817) Canara Robeco Mutual Fund Direct Plan +16.26% 0.82 -21.24%
#20 Invesco India Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment) (AMFI 120402) Invesco Mutual Fund Direct Plan +17.18% 0.81 -47.01%
#21 Kotak Mid Cap Fund - Direct Plan - Growth (AMFI 119775) Kotak Mahindra Mutual Fund Direct Plan +15.78% 0.78 -35.97%
#22 Kotak Mid Cap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option (AMFI 119774) Kotak Mahindra Mutual Fund Direct Plan +15.78% 0.78 -43.54%
#23 Mahindra Manulife Mid Cap Fund - Direct Plan -Growth (AMFI 142110) Mahindra Manulife Mutual Fund Direct Plan +16.33% 0.78 -33.10%
#24 BANDHAN MID CAP FUND - GROWTH - REGULAR PLAN (AMFI 150402) Bandhan Mutual Fund Regular Plan +15.86% 0.76 -23.32%
#25 JM Mid Cap Fund (Regular) - Growth (AMFI 150812) JM Financial Mutual Fund Regular Plan +16.39% 0.74 -23.08%
#26 JM Mid Cap Fund (Regular) - IDCW (AMFI 150813) JM Financial Mutual Fund Regular Plan +16.39% 0.74 -23.08%
#27 Mirae Asset Midcap Fund - Direct Plan - Growth (AMFI 147445) Mirae Asset Mutual Fund Direct Plan +15.26% 0.73 -37.38%
#28 Canara Robeco Mid Cap Fund- Regular Plan- Growth Option (AMFI 150816) Canara Robeco Mutual Fund Regular Plan +14.76% 0.69 -21.70%
#29 Kotak Mid Cap Fund - Regular Plan - Growth (AMFI 104908) Kotak Mahindra Mutual Fund Regular Plan +14.59% 0.68 -72.00%
#30 Kotak Mid Cap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option (AMFI 104907) Kotak Mahindra Mutual Fund Regular Plan +14.59% 0.68 -72.00%
#31 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth (AMFI 142109) Mahindra Manulife Mutual Fund Regular Plan +14.70% 0.65 -33.21%
#32 Mirae Asset Midcap Fund - Regular Plan - Growth (AMFI 147479) Mirae Asset Mutual Fund Regular Plan +14.02% 0.62 -37.48%
#33 BANDHAN MID CAP FUND - IDCW - REGULAR PLAN (AMFI 150403) Bandhan Mutual Fund Regular Plan +13.41% 0.55 -23.31%
#34 Invesco India Mid Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) (AMFI 105504) Invesco Mutual Fund Regular Plan +14.01% 0.54 -70.90%
#35 Canara Robeco Mid Cap Fund- Direct Plan- IDCW (AMFI 150818) Canara Robeco Mutual Fund Direct Plan +13.10% 0.53 -23.64%
#36 ICICI Prudential Mid Cap Fund - Institutional Option - I (AMFI 102530) ICICI Prudential Mutual Fund Regular Plan +11.14% 0.45 -74.71%
#37 Canara Robeco Mid Cap Fund- Regular Plan- IDCW (AMFI 150819) Canara Robeco Mutual Fund Regular Plan +11.61% 0.41 -24.08%
#38 Mahindra Manulife Mid Cap Fund - Direct Plan - IDCW (AMFI 142108) Mahindra Manulife Mutual Fund Direct Plan +11.41% 0.37 -33.07%
#39 HSBC Midcap Fund - Direct IDCW (AMFI 151035) HSBC Mutual Fund Direct Plan +12.30% 0.36 -26.01%
#40 ICICI Prudential Mid Cap Fund - Direct Plan - IDCW (AMFI 120380) ICICI Prudential Mutual Fund Direct Plan +11.15% 0.32 -53.50%

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