#1- Returns · 3Y CAGR
- 15.5%
- Return per unit of risk · Sharpe
- 0.80
- Worst fall · Max drawdown
- −6.5%
+2.0 pts · Above category average
Strong
Gentler than category
Qonfido-rated shortlist
Mid cap funds focus on medium-sized companies and can be more volatile than large caps. Compare Qonfido-rated mid cap funds on consistency and risk-adjusted quality within the category—not past returns alone.
12 Qonfido-rated mid cap funds · Ratings and metrics as of
Medium-sized companies with more growth room — and bigger swings.
50 funds in category · 20 Qonfido-rated · Category avg 3Y return 13.6% · Typical fall 7.6%
#1+2.0 pts · Above category average
Strong
Gentler than category
#2+2.6 pts · Above category average
Strong
Typical for category
#3+1.9 pts · Above category average
Strong
Gentler than category
#4In line with category
Good
Typical for category
#5+4.4 pts · Above category average
Strong
Typical for category
#6+6.8 pts · Above category average
Strong
Typical for category
#7+8.3 pts · Above category average
Excellent
Typical for category
#8+5.5 pts · Above category average
Strong
Typical for category
#9+5.4 pts · Above category average
Strong
Typical for category
#10+1.2 pts · Above category average
Good
Typical for category
#11+1.4 pts · Above category average
Strong
Typical for category
#12In line with category
Strong
Gentler than category
White tick = category average
Lists show Qonfido-rated funds within comparable peer groups. Ratings support research and are not predictions, suitability assessments, or guarantees of future returns. Mutual fund investments are subject to market risks.
Illustrative only. Past returns do not guarantee future results.
Qonfido shortlists Qonfido-rated mid cap mutual funds using expert analysis within comparable peer groups—looking at consistency, risk-adjusted performance, and quality judgment, not past returns alone. Use the list as research support before you invest.
Qonfido places funds into clear tiers within the category. Higher tiers reflect stronger relative quality on Qonfido’s methodology. See the fund rating methodology page for the full approach and limitations.
No mutual fund category is risk-free. Mid Cap funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.