Top 5 Mid-Cap Mutual Funds With Strong 3-Year CAGR Nearing 30%

Mid-cap mutual funds have gained attention for their impressive returns, striking a balance between risk and reward. This blog highlights top-performing mid-cap funds with a 3-year CAGR nearing 30%. We’ll delve into key metrics like AUM, NAV, and expense ratios, helping investors evaluate their potential in the ever-evolving market landscape.

List of Top 5 Mid-Cap Mutual Funds With Strong 3-Year CAGR

The table below is sorted based on the 3-year CAGR as of March 11, 2025, highlighting the top-performing mid-cap mutual funds along with their AUM, expense ratio, and NAV.

Overview of Top 3 Mid-Cap Mutual Funds

1. Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund aims to generate long-term capital appreciation by investing in quality mid-cap companies with strong competitive advantages and growth potential.

The fund’s sector allocation is well-diversified, with the highest exposure to technology (23.11%), followed by capital goods (12.97%) and consumer discretionary (8.1%).

2. HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund-Growth focuses on generating long-term capital appreciation by investing primarily in mid-cap companies with strong growth potential.

The fund’s sector allocation is led by financials (21.63%), followed by healthcare (12.27%) and services (9.61%). It also holds notable positions in the automobile (8.78%) and technology (8.4%) sectors.

3. Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Regular-Growth is designed to generate long-term capital appreciation by investing primarily in mid-cap companies with strong growth potential.

The fund’s sector allocation is led by financials (14.39%) and services (14.33%), followed closely by capital goods (13.35%) and healthcare (12.59%).

Conclusion

Mid-cap mutual funds have shown strong potential for wealth creation, balancing growth opportunities with manageable risk.

Before investing, it’s essential to assess factors such as AUM, expense ratio, and sector allocation to align with financial goals and risk tolerance. While mid-cap funds can be rewarding, they require a long-term perspective and careful evaluation of market trends.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.