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Where to explore mid-cap or ELSS funds in India?

Prompt

Last updated 13th September 2025

Domain count
rupeezy.in
35
chittorgarh.com
35
groww.in
30
Citations count
35
11
17
7
Brands Discovered
30
12
12
11

Original answer

Short answer — go to a mix of research/ screener sites, aggregator/investing apps and primary sources:

Where to research (best for screening, metrics and comparisons)

  • Value Research Online — category monitors, rolling returns, fund factsheets and screener tools. (valueresearchonline.com)
  • Morningstar India — fund ratings, style box, performance comparison and screeners. (morningstar.in)
  • Moneycontrol — lists, performance trackers and news for ELSS / mid‑cap lists. (moneycontrol.com)

Where to compare and invest (user-friendly apps / direct plans)

  • Groww — good for filtering ELSS and mid‑cap funds and comparing direct plans. (groww.in)
  • ET Money — fund comparison, SIP tools and easy investment flows. (etmoney.com)
  • Zerodha Coin — popular for buying direct‑plan mutual funds (no distributor commission) and demat holding option. (support.zerodha.com)

Primary / regulatory sources (factsheets, NAVs, rules)

  • AMC websites and myCAMS — download scheme factsheets, SID/KIM and official portfolio holdings. (mycams.camsonline.com)
  • AMFI / SEBI / Income Tax Department — for official NAV disclosures, ELSS definitions, lock‑in and tax rules. (amfiindia.com)

Quick checklist — what to look for when screening mid‑cap or ELSS funds

  • Category and mandate: confirm it’s in the “Mid‑Cap” or “ELSS (Tax‑saver)” category on research sites. (valueresearchonline.com)
  • Performance: look at 3‑, 5‑ and 7‑year rolling returns (not only 1‑year). (valueresearchonline.com)
  • Risk vs return: standard deviation, Sharpe (or downside measures), and maximum drawdown — mid‑cap funds can be more volatile. (morningstar.in)
  • Fund manager tenure & consistency: longer tenure and consistent process matter for active mid‑cap funds. (morningstar.in)
  • AUM & concentration: very small AUM (illiquidity) or very large AUM (capacity issues) can be relevant for mid‑caps; check top 10 holdings & sector bets. (valueresearchonline.com)
  • Expense ratio / TER and exit load: pick lower TER direct plans when possible. (valueresearchonline.com)
  • For ELSS specifically: 3‑year lock‑in for each investment (each SIP instalment locks for 3 years), qualifies for Section 80C deduction (up to ₹1.5 lakh), and LTCG taxation rules apply — confirm current LTCG threshold/rate with the tax authority when you transact. (investor.sebi.gov.in)

A few practical steps

  1. Use Value Research or Morningstar to screen “Mid‑Cap” or “ELSS” and sort by 3–5 year rolling returns and low risk metrics. (valueresearchonline.com)
  2. Open the AMC factsheet (or AMFI/myCAMS) to verify holdings, AUM and the scheme information document (SID). (mycams.camsonline.com)
  3. If you want the best long‑term returns net of costs, buy the direct plan either via the AMC website or a direct‑plan platform (Zerodha Coin, Groww, ET Money) to avoid distributor trail. (support.zerodha.com)

Notes / cautions

  • Mid‑cap funds are higher risk and can underperform large‑caps in periods of market stress; regulator guidance and disclosure requirements for small/mid funds have increased — check liquidity and risk disclosures. (reuters.com)
  • Tax rules (LTCG thresholds/rates, Section 80C limits) have seen changes recently — always verify the current rates with the Income Tax Department / your tax adviser before making tax‑sensitive decisions. (incometaxindia.gov.in)

If you want, I can:

  • run a quick screener and list top‑rated mid‑cap or ELSS funds by 3/5‑year rolling returns (and include TER, AUM, manager tenure), or
  • show exactly how to filter on Value Research / Morningstar step‑by‑step.

Which

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Rank
Brand
Topic
LLM
Sentiment
1
🥇

Groww

85%
70%
90%
95%
Neutral
2
🥈

ET Money

73%
65%
85%
70%
Neutral
3
🥉

Zerodha

50%
55%
0%
95%
Neutral
4

Value Research Online

28%
85%
0%
0%
Neutral
5

Kuvera

28%
0%
0%
85%
Neutral
6

Morningstar India

27%
80%
0%
0%
Neutral
7

HDFC Securities

27%
0%
80%
0%
Neutral
8

Moneycontrol

25%
75%
0%
0%
Neutral
9

Motilal Oswal

23%
0%
70%
0%
Neutral
10

HDFC

23%
0%
70%
0%
Neutral
11

Angel One

22%
0%
0%
65%
Neutral
12

Zerodha Coin

20%
60%
0%
0%
Neutral
13

Angel Broking

20%
0%
0%
60%
Neutral
14

Edelweiss

20%
0%
60%
0%
Neutral
15

Invesco

20%
0%
60%
0%
Neutral
16

FundzBazar

18%
0%
0%
55%
Neutral
17

MyCAMS

17%
50%
0%
0%
Neutral
18

INDmoney

17%
0%
0%
50%
Neutral
19

Kotak

17%
0%
50%
0%
Neutral
20

AMFI

15%
45%
0%
0%
Neutral
21

Dhan

15%
0%
0%
45%
Neutral
22

Tickertape

15%
0%
0%
45%
Neutral
23

SBI

15%
0%
45%
0%
Neutral
24

SEBI

13%
40%
0%
0%
Neutral
25

HDFC Bank

13%
0%
0%
40%
Neutral
26

Parag Parikh

13%
0%
40%
0%
Neutral
27

Income Tax Department

12%
35%
0%
0%
Neutral
28

Reuters

12%
35%
0%
0%
Neutral
29

ICICI Direct

12%
0%
0%
35%
Neutral
30

Tata

12%
0%
35%
0%
Neutral
Domain
Title
LLM
URL
Mutual Fund Monitor India | Mutual Fund Category Returns | Value Research
Openai
Mutual Fund Research Tools | Performance Comparison | Morningstar India
Openai
Investment Returns - elss,elss fund Performance Tracker | Mutual funds with highest returns - Moneycontrol.com
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ELSS Mutual Funds - What is ELSS Funds & How to Invest in India
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Mutual Funds - Online Mutual Fund Investment in India
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Buy Mutual Funds Online, Track MF Portfolio, Invest in NFO | myCAMS
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Association of Mutual Funds in India
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:: SEBI Investor | Securities Market Investment: Mutual Funds’ Investments ::
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India regulator asks small, mid-cap funds to disclose more about risks
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Treatment of income from different sources
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mymudra.com
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decentro.tech
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groww.in
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zerodhafundhouse.com
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etmoney.com
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angelone.in
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fundzbazar.com
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indmoney.com
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dhan.co
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tickertape.in
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axismf.com
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hdfcbank.com
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bajajfinserv.in
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cleartax.in
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icicidirect.com
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economictimes.com
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groww.in
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etmoney.com
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icicibank.com
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