Top Midcap Mutual Funds to Invest in August 2025
- Amar Sharma
- Aug 3
- 3 min read
As India continues its growth trajectory, mid-sized companies are well-positioned to benefit from rising consumption, increasing industrial activity, and government-led growth initiatives.
As AMFI-registered mutual fund distributors, we bring expertise, guidance, and trusted execution support to help you select and invest in the best midcap funds. Below, we highlight four top-performing midcap mutual funds to consider — and how you can start investing with our help today.
1. Motilal Oswal Midcap Fund
Return (CAGR): 34.83%
AUM: ₹33000+ Crore
Expense Ratio: 1.56
What Makes It Stand Out:
Motilal Oswal Midcap Fund follows a focused investment approach, typically holding a concentrated portfolio of 25–30 stocks. The fund emphasizes quality midcap companies that are leaders or potential leaders in their sector.
Investment Philosophy: Based on the QGLP framework — Quality, Growth, Longevity, and Price.
Key Holdings: Dixon Technologies, Blue Star, Aether Industries, and others with scalable business models.
Performance Outlook: Strong upside potential when midcaps outperform; suitable for investors with a high-risk appetite and a minimum 5–7 year horizon.
2. Edelweiss Mid Cap Fund
Return (CAGR): 30.85%
AUM: ₹10000+ Crore
Expense Ratio: 1.69%
What Makes It Stand Out:
Edelweiss Mid Cap Fund takes a more diversified approach, balancing quality growth stocks with undervalued opportunities. The fund management emphasizes active allocation across sectors to capitalize on emerging themes in India’s economic landscape.
Sector Focus: Diversified across financials, industrials, healthcare, and consumer durables.
Risk Management: Maintains a wider portfolio base to reduce concentration risks.
Potential Benefits: The fund is well-suited for investors who want exposure to midcaps but with a slightly moderated risk profile compared to more aggressive peers.
3. Nippon India Growth Fund (Midcap)
Return (CAGR): 30.63%
AUM: ₹39000+ Crore
Expense Ratio: 1.55%
What Makes It Stand Out:
Nippon India Growth Fund is one of the oldest and most established midcap funds in the Indian mutual fund space. The fund has a proven track record of navigating various market cycles and consistently identifying scalable businesses.
Portfolio Characteristics: Invests in mid-sized companies with strong cash flows, sectoral tailwinds, and management pedigree.
Core Holdings: Tube Investments, Deepak Nitrite, Max Financial, among others.
Strength: A robust investment process and strong research capabilities make it suitable for both SIP and lump-sum investors aiming for wealth creation over 7–10 years.
4. HDFC Mid-Cap Opportunities Fund
Return (CAGR): 30.93%
AUM: ₹84000+ Crore
Expense Ratio: 1.38%
What Makes It Stand Out:
This fund is known for its conservative yet effective stock-picking strategy. It tends to invest in fundamentally strong companies trading at reasonable valuations, often under the radar of broader markets.
Key Features: Large and diversified portfolio across sectors like engineering, chemicals, financials, and hospitality.
Resilience: Known for better downside protection in volatile markets compared to other aggressive midcap peers.
Fund Management: Backed by a seasoned fund management team with deep sectoral understanding and consistent returns.
Each of the above funds offers a unique flavor of midcap investing — from aggressive, high-conviction bets (Motilal Oswal), to seasoned and stable options (Nippon and HDFC), to a more balanced growth-value approach (Edelweiss).
When choosing a midcap fund, consider the following:
Investment horizon: Minimum 5 years is recommended.
Risk appetite: Midcap funds can be volatile in the short term.
SIP vs Lump Sum: SIPs help average out volatility, making them ideal for most retail investors.
Fund manager and consistency: Review long-term performance and portfolio strategy before investing.
Reach out to us now to open your mutual fund account and start investing in the best midcap funds of 2025. Let our AMFI-certified team guide you every step of the way — from planning to execution.
Contact Us:
WhatsApp: +91 9930079566
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