The country's stock market has been gripped by volatility for most of the past year. But even in this situation, mid-cap has delivered 5.2 per cent absolute returns. Many people invest in mid-cap and small-cap mutual funds with the goal of wealth creation. Even in August this year, investments worth ₹5,331 crore were made in various mid-cap mutual funds. Returns from such funds have also been attractive. However, the risk factor is also relatively higher. But if one can invest by taking risks, experts have identified three mid-cap mutual funds. They have selected these three funds for investment in 2026.
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This mid-cap fund was launched in June 2007. As of September 2025, this stock's AUM (Asset Under Management) is ₹84,800 crore. HDFC Mid Cap Fund mainly invests in 70 to 80 stocks. The maximum investment amount in all companies remains below 5 per cent. According to September 2025 figures, this fund has investments in 73 stocks. Of this, 66 per cent investment is in mid-cap, 20 per cent in small-cap and 8 per cent in large-cap. The Compounded Annual Growth Rate (CAGR) of this stock over the past three years and five years is 27.4 per cent and 31 per cent, respectively.
You can also choose the Invesco India Mid Cap Fund for investment in 2026. This mutual fund was launched in April 2007. As of September 2025, this stock's AUM (Asset Under Management) is ₹8,518 crore. Through this fund, investments are made in 45 to 50 stocks. According to September figures this year, this fund has investments in 48 stocks. Of this, 64 per cent is mid-cap, 18 per cent small-cap and 15 per cent large-cap. The CAGR of this stock over the past three years and five years is 27.3 per cent and 29.9 per cent, respectively.
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This fund was launched in 1995. At that time, this fund was named Reliance Growth Fund. Later, it became the Nippon India Growth Mid Cap Fund. This is the oldest fund in the mid-cap fund category. As of September 2025, this stock's AUM (Asset Under Management) is ₹39,300 crore. Through this fund, investments are mainly made in 90 to 100 stocks. According to September 2025 figures, this fund has investments in 95 stocks. Of this, 65 percent is in mid-cap, 21 percent in large-cap, and 10 per cent is in small-cap. The CAGR of this stock over the past three years and five years is 26.1 per cent and 31.1 per cent, respectively.
(News Ei Samay does not provide investment advice anywhere. Investment and trading in the stock market or any field is subject to risk. Proper study and expert advice is desirable before that. This news is published for educational and awareness purposes.)
