Archive · 17 Jun 2025
Mutual Funds Increase Investments in Mid-Cap Stocks
Mutual funds in India are increasingly investing in mid-cap stocks, which are companies in their growth phase.
Over the past five years, the total amount of money invested in mid-cap stocks by mutual funds has grown significantly, rising by 440% to nearly ₹4 trillion.
Fund managers have allocated more money to these mid-caps, increasing their share in the total investments.
This has led to mutual funds owning a larger percentage of these mid-cap companies.
Indian equity mutual funds favor mid-cap stocks.
Mid-caps are typically in the growth phase.
Mid-cap AUM in the MF industry surged 440% to ₹3.96 trillion over five years.
Fund managers have increased mid-cap exposure.
Average mutual fund ownership in mid-cap stocks rose from 8.7% to 10.3%.
- Who
- Indian equity mutual funds.
- What
- Mid-cap stock investments by Indian equity mutual funds.
- When
- Over the past five years, as of June 17, 2025
- Where
- India
- Why
- Mid-caps are a preferred investment avenue because they are typically in the growth phase.
- Mid-cap AUM Growth (5 years)
- 440%
- Mid-cap AUM
- ₹3.96 trillion
- Share of Mid-caps in overall equity AUM
- Increased by 3%
- Average MF Ownership in Mid-Cap
- 8.7% to 10.3%
Sources
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