+91-22-48913909Best Performing Mid Cap Funds of 2024
mid cap funds invest their accumulated fund money in equity shares of numerous mid-sized companies. The Market capitalization of these companies ranges between ₹500-₹10,000 crores and they have the potential to grow and form part of the large-cap group. Mid-cap companies in many instances have performed better as compared to large-cap companies. As these companies are small in size in comparison to large-cap companies, they are flexible to changes. In 2024, as the Sensex reached a new benchmark a number of mid-cap companies also performed well due to preferable Economic Conditions. The top and Best Mid Cap Funds on the Basis of performance (returns) for the year 2024 are as follows.
Talk to our investment specialist
Top and Best Performing Mid Cap Funds for year 2024 Based on Returns
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.058
↑ 1.61 ₹33,053 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹178.37
↑ 1.66 ₹7,406 43.1 34.1 0.5 43.1 24.4 Edelweiss Mid Cap Fund Growth ₹98.854
↑ 0.78 ₹10,988 38.9 38.4 2.4 50.3 26.4 Sundaram Mid Cap Fund Growth ₹1,363.63
↑ 9.75 ₹12,818 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,684.92
↑ 13.57 ₹12,785 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹111.84
↑ 0.78 ₹32,069 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹28.4099
↑ 0.13 ₹345 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹98.5871
↑ 0.52 ₹2,213 28.5 32.6 4.7 41.5 23.1 ICICI Prudential MidCap Fund Growth ₹292.16
↑ 1.59 ₹6,824 27 32.8 3.1 44.8 19.1 UTI Mid Cap Fund Growth ₹294.94
↑ 1.56 ₹12,224 23.3 30.5 -0.8 43.1 32.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund Franklin India Prima Fund Axis Mid Cap Fund IDBI Midcap Fund BNP Paribas Mid Cap Fund ICICI Prudential MidCap Fund UTI Mid Cap Fund Point 1 Highest AUM (₹33,053 Cr). Lower mid AUM (₹7,406 Cr). Lower mid AUM (₹10,988 Cr). Upper mid AUM (₹12,818 Cr). Upper mid AUM (₹12,785 Cr). Top quartile AUM (₹32,069 Cr). Bottom quartile AUM (₹345 Cr). Bottom quartile AUM (₹2,213 Cr). Bottom quartile AUM (₹6,824 Cr). Upper mid AUM (₹12,224 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (14+ yrs). Established history (8+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 33.29% (top quartile). 5Y return: 28.44% (upper mid). 5Y return: 29.47% (top quartile). 5Y return: 26.88% (upper mid). 5Y return: 24.98% (lower mid). 5Y return: 22.34% (bottom quartile). 5Y return: 22.29% (bottom quartile). 5Y return: 24.48% (lower mid). 5Y return: 27.28% (upper mid). 5Y return: 23.35% (bottom quartile). Point 6 3Y return: 27.39% (top quartile). 3Y return: 27.40% (top quartile). 3Y return: 24.44% (upper mid). 3Y return: 23.10% (upper mid). 3Y return: 22.15% (upper mid). 3Y return: 17.99% (bottom quartile). 3Y return: 19.04% (bottom quartile). 3Y return: 19.19% (lower mid). 3Y return: 21.49% (lower mid). 3Y return: 16.42% (bottom quartile). Point 7 1Y return: 1.83% (lower mid). 1Y return: 14.66% (top quartile). 1Y return: 5.43% (top quartile). 1Y return: 3.63% (upper mid). 1Y return: 1.31% (lower mid). 1Y return: 3.41% (upper mid). 1Y return: -3.51% (bottom quartile). 1Y return: -1.57% (bottom quartile). 1Y return: 2.85% (upper mid). 1Y return: -3.78% (bottom quartile). Point 8 Alpha: 3.89 (top quartile). Alpha: 0.00 (lower mid). Alpha: 5.34 (top quartile). Alpha: 2.82 (upper mid). Alpha: 1.66 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.67 (bottom quartile). Alpha: -4.02 (bottom quartile). Alpha: 0.11 (upper mid). Alpha: -1.44 (bottom quartile). Point 9 Sharpe: 0.23 (upper mid). Sharpe: 0.54 (top quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.20 (upper mid). Sharpe: 0.15 (upper mid). Sharpe: 0.07 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: -0.18 (bottom quartile). Sharpe: 0.07 (lower mid). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.34 (top quartile). Information ratio: -0.14 (upper mid). Information ratio: -0.20 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.95 (bottom quartile). Information ratio: -1.28 (bottom quartile). Information ratio: -0.54 (lower mid). Information ratio: -1.84 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
IDBI Midcap Fund
BNP Paribas Mid Cap Fund
ICICI Prudential MidCap Fund
UTI Mid Cap Fund
Top 10 Performing Mid Cap Funds for 2024
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Research Highlights for Axis Mid Cap Fund Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Midcap Fund Below is the key information for IDBI Midcap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (11 Aug 25) ₹101.058 ↑ 1.61 (1.62 %) Net Assets (Cr) ₹33,053 on 30 Jun 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.23 Information Ratio 0.44 Alpha Ratio 3.89 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,540 31 Jul 22 ₹20,655 31 Jul 23 ₹26,047 31 Jul 24 ₹44,147 31 Jul 25 ₹44,850 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -3.5% 3 Month 4.3% 6 Month 2.1% 1 Year 1.8% 3 Year 27.4% 5 Year 33.3% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.83 Yr. Niket Shah 1 Jul 20 5.09 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 33.7% Industrials 18.11% Consumer Cyclical 17.65% Health Care 4.49% Communication Services 3.99% Real Estate 2.83% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 17.17% Equity 82.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,464 Cr 18,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,172 Cr 5,250,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002519% ₹3,104 Cr 4,992,139
↑ 2,848,945 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹2,997 Cr 1,999,999
↑ 1,164,799 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,501 Cr 45,000,000
↑ 1,509,750 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,671 Cr 2,550,000
↑ 50,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,327 Cr 3,500,000
↑ 750,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,318 Cr 6,750,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,272 Cr 9,969,361 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES3% ₹975 Cr 1,599,306
↑ 1,599,306 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (11 Aug 25) ₹178.37 ↑ 1.66 (0.94 %) Net Assets (Cr) ₹7,406 on 30 Jun 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,599 31 Jul 22 ₹16,962 31 Jul 23 ₹20,915 31 Jul 24 ₹32,452 31 Jul 25 ₹36,233 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -1.5% 3 Month 13.1% 6 Month 12.5% 1 Year 14.7% 3 Year 27.4% 5 Year 28.4% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.73 Yr. Amit Ganatra 1 Sep 23 1.92 Yr. Data below for Invesco India Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 26.6% Health Care 18.98% Consumer Cyclical 17.09% Industrials 12.25% Technology 8.31% Real Estate 7.93% Basic Materials 5.97% Communication Services 1.86% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹421 Cr 1,519,233 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹347 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹337 Cr 2,031,622
↑ 138,005 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹312 Cr 7,797,891
↑ 1,783,049 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 1,842,058
↑ 43,526 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹294 Cr 1,676,417
↑ 274,220 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹287 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹286 Cr 13,411,587
↑ 665,645 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹274 Cr 441,151 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹265 Cr 431,234 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (11 Aug 25) ₹98.854 ↑ 0.78 (0.79 %) Net Assets (Cr) ₹10,988 on 30 Jun 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.33 Information Ratio 0.34 Alpha Ratio 5.34 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,558 31 Jul 22 ₹19,548 31 Jul 23 ₹23,604 31 Jul 24 ₹37,569 31 Jul 25 ₹38,819 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -4.5% 3 Month 6.7% 6 Month 6.2% 1 Year 5.4% 3 Year 24.4% 5 Year 29.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.8 Yr. Trideep Bhattacharya 1 Oct 21 3.83 Yr. Raj Koradia 1 Aug 24 1 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 23.22% Consumer Cyclical 15.12% Industrials 12.62% Basic Materials 10.74% Technology 10.73% Health Care 10.21% Consumer Defensive 5.18% Real Estate 3.27% Energy 2.29% Communication Services 2.24% Utility 0.73% Asset Allocation
Asset Class Value Cash 3.65% Equity 96.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹400 Cr 662,031
↑ 88,443 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹380 Cr 2,981,836 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹367 Cr 1,908,695 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹348 Cr 197,880 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹292 Cr 4,048,052 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹248 Cr 50,249 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹242 Cr 1,324,191 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹236 Cr 3,665,623
↑ 487,882 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹234 Cr 2,120,902 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹228 Cr 2,865,466 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (11 Aug 25) ₹1,363.63 ↑ 9.75 (0.72 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -2.4% 3 Month 7.8% 6 Month 6.2% 1 Year 3.6% 3 Year 23.1% 5 Year 26.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (11 Aug 25) ₹2,684.92 ↑ 13.57 (0.51 %) Net Assets (Cr) ₹12,785 on 30 Jun 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.15 Information Ratio -0.2 Alpha Ratio 1.66 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,949 31 Jul 22 ₹16,966 31 Jul 23 ₹20,920 31 Jul 24 ₹32,183 31 Jul 25 ₹32,418 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -5% 3 Month 4.7% 6 Month 3.4% 1 Year 1.3% 3 Year 22.1% 5 Year 25% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Akhil Kalluri 7 Feb 22 3.48 Yr. Data below for Franklin India Prima Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 19.93% Consumer Cyclical 18.08% Basic Materials 13.33% Industrials 11.99% Health Care 11.8% Technology 6.48% Real Estate 5.82% Consumer Defensive 3.77% Communication Services 3.74% Utility 1.36% Energy 1.11% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹436 Cr 20,481,070
↓ -1,458,682 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹279 Cr 1,692,030 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹270 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹261 Cr 1,499,891 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹256 Cr 901,105 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹245 Cr 1,223,175 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹244 Cr 717,366 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹242 Cr 392,739
↓ -50,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹234 Cr 1,214,825 6. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (11 Aug 25) ₹111.84 ↑ 0.78 (0.70 %) Net Assets (Cr) ₹32,069 on 30 Jun 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.07 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,272 31 Jul 22 ₹16,949 31 Jul 23 ₹19,520 31 Jul 24 ₹28,569 31 Jul 25 ₹28,845 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -2.5% 3 Month 7.8% 6 Month 6.8% 1 Year 3.4% 3 Year 18% 5 Year 22.3% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.69 Yr. Nitin Arora 3 Aug 23 2 Yr. Krishnaa N 1 Mar 24 1.42 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.01% Financial Services 16.95% Industrials 14.63% Basic Materials 11.96% Health Care 11.53% Technology 11.03% Real Estate 3.58% Communication Services 3.14% Utility 1.35% Energy 0.79% Consumer Defensive 0.48% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹1,057 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹975 Cr 3,893,484 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹847 Cr 1,401,483 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹827 Cr 10,876,352 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹803 Cr 4,111,208 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS3% ₹803 Cr 456,040
↓ -36,688 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹750 Cr 1,219,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹698 Cr 6,323,784
↑ 985,893 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹683 Cr 32,060,601
↑ 469,243 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE2% ₹660 Cr 3,431,175 7. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (11 Aug 25) ₹28.4099 ↑ 0.13 (0.48 %) Net Assets (Cr) ₹345 on 30 Jun 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.07 Information Ratio -0.95 Alpha Ratio -2.67 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,610 31 Jul 22 ₹16,421 31 Jul 23 ₹19,175 31 Jul 24 ₹30,115 31 Jul 25 ₹28,926 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -4.4% 3 Month 6.2% 6 Month 2.8% 1 Year -3.5% 3 Year 19% 5 Year 22.3% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.1% 2023 35.9% 2022 -4.1% 2021 36.6% 2020 24.3% 2019 -2.5% 2018 -14.5% 2017 2016 2015 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Karan Doshi 31 Jul 23 2 Yr. Dikshit Mittal 31 Jul 23 2 Yr. Data below for IDBI Midcap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 23.88% Industrials 19.6% Financial Services 15.82% Basic Materials 9.53% Technology 8.06% Health Care 6.46% Consumer Defensive 4.62% Communication Services 3.6% Real Estate 2.68% Utility 1.57% Energy 1.32% Asset Allocation
Asset Class Value Cash 1.43% Equity 98.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹14 Cr 143,945 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹12 Cr 105,773 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹11 Cr 499,962
↓ -33,124 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002513% ₹10 Cr 16,206 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL2% ₹8 Cr 189,881
↓ -17,236 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5063952% ₹8 Cr 30,067 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF2% ₹7 Cr 22,981 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5008502% ₹7 Cr 97,473 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | M&MFIN2% ₹7 Cr 267,974
↑ 22,672 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT2% ₹7 Cr 11,637 8. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (11 Aug 25) ₹98.5871 ↑ 0.52 (0.53 %) Net Assets (Cr) ₹2,213 on 30 Jun 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.18 Information Ratio -1.28 Alpha Ratio -4.02 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,657 31 Jul 22 ₹17,965 31 Jul 23 ₹21,611 31 Jul 24 ₹32,621 31 Jul 25 ₹31,693 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -3.4% 3 Month 5.5% 6 Month 2.7% 1 Year -1.6% 3 Year 19.2% 5 Year 24.5% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 3.05 Yr. Himanshu Singh 21 Oct 24 0.78 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.85% Health Care 16.57% Consumer Cyclical 13.5% Industrials 12.58% Basic Materials 9.89% Technology 5.35% Consumer Defensive 5.18% Energy 4.18% Real Estate 2.29% Communication Services 2.11% Asset Allocation
Asset Class Value Cash 6.53% Equity 92.59% Debt 0.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 350,000
↑ 50,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹60 Cr 30,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹59 Cr 250,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹53 Cr 2,500,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹51 Cr 800,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹51 Cr 325,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA2% ₹50 Cr 14,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 25 | PERSISTENT2% ₹48 Cr 80,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹48 Cr 100,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹48 Cr 1,100,000 9. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (11 Aug 25) ₹292.16 ↑ 1.59 (0.55 %) Net Assets (Cr) ₹6,824 on 30 Jun 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.07 Information Ratio -0.54 Alpha Ratio 0.11 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,062 31 Jul 22 ₹18,900 31 Jul 23 ₹22,017 31 Jul 24 ₹34,840 31 Jul 25 ₹34,906 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -4.1% 3 Month 10% 6 Month 8.8% 1 Year 2.8% 3 Year 21.5% 5 Year 27.3% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.09 Yr. Sharmila D’mello 31 Jul 22 3 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 25.85% Industrials 22.37% Financial Services 18.83% Communication Services 11.34% Consumer Cyclical 9.58% Real Estate 6.56% Health Care 2.69% Technology 0.41% Utility 0.15% Asset Allocation
Asset Class Value Cash 2.22% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI4% ₹277 Cr 1,863,925 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹268 Cr 968,355
↓ -28,875 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹262 Cr 2,779,227 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹241 Cr 1,235,794 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹235 Cr 1,418,018 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹219 Cr 3,106,731 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹216 Cr 824,501 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹216 Cr 247,507 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹211 Cr 1,158,585 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹207 Cr 3,136,084 10. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (11 Aug 25) ₹294.94 ↑ 1.56 (0.53 %) Net Assets (Cr) ₹12,224 on 30 Jun 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.01 Information Ratio -1.84 Alpha Ratio -1.44 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,625 31 Jul 22 ₹18,422 31 Jul 23 ₹22,102 31 Jul 24 ₹31,721 31 Jul 25 ₹30,174 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 25 Duration Returns 1 Month -4.3% 3 Month 7.3% 6 Month 4.7% 1 Year -3.8% 3 Year 16.4% 5 Year 23.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.3% 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Vishal Chopda 16 Jun 25 0.12 Yr. Ankit Agarwal 30 Aug 19 5.92 Yr. Data below for UTI Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Financial Services 18.15% Industrials 16.48% Basic Materials 13.26% Health Care 10.96% Technology 9.75% Real Estate 3.16% Communication Services 2.69% Utility 1.92% Energy 1.04% Consumer Defensive 0.8% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE3% ₹307 Cr 1,593,375 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SOLARINDS2% ₹278 Cr 157,907
↓ -20,606 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 5031002% ₹265 Cr 1,700,000
↑ 53,389 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹265 Cr 403,783 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5002712% ₹249 Cr 1,512,968 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹248 Cr 410,630 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹235 Cr 3,656,918 JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT2% ₹231 Cr 375,943 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹229 Cr 737,764
↑ 38,113 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 24 | MAXHEALTH2% ₹221 Cr 1,729,063
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Motilal Oswal Midcap 30 Fund