+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.
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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 ₹104.504
↓ -0.75 ₹33,609 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹179.56
↓ -0.76 ₹7,802 43.1 34.1 0.5 43.1 24.4 Edelweiss Mid Cap Fund Growth ₹100.269
↓ -0.45 ₹11,027 38.9 38.4 2.4 50.3 26.4 Sundaram Mid Cap Fund Growth ₹1,380.52
↓ -5.78 ₹12,596 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,726.18
↓ -9.41 ₹12,540 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹113.12
↓ -0.54 ₹31,384 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹28.6597
↓ -0.13 ₹338 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹100.396
↓ -0.49 ₹2,183 28.5 32.6 4.7 41.5 23.1 ICICI Prudential MidCap Fund Growth ₹294.96
↓ -1.65 ₹6,654 27 32.8 3.1 44.8 19.1 UTI Mid Cap Fund Growth ₹299.905
↓ -1.59 ₹11,822 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 4 Sep 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 (₹33,609 Cr). Lower mid AUM (₹7,802 Cr). Lower mid AUM (₹11,027 Cr). Upper mid AUM (₹12,596 Cr). Upper mid AUM (₹12,540 Cr). Top quartile AUM (₹31,384 Cr). Bottom quartile AUM (₹338 Cr). Bottom quartile AUM (₹2,183 Cr). Bottom quartile AUM (₹6,654 Cr). Upper mid AUM (₹11,822 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: 33.60% (top quartile). 5Y return: 27.98% (upper mid). 5Y return: 29.11% (top quartile). 5Y return: 26.12% (upper mid). 5Y return: 24.31% (lower mid). 5Y return: 22.16% (bottom quartile). 5Y return: 21.85% (bottom quartile). 5Y return: 24.27% (lower mid). 5Y return: 26.09% (upper mid). 5Y return: 22.81% (bottom quartile). Point 6 3Y return: 28.31% (top quartile). 3Y return: 26.98% (top quartile). 3Y return: 23.57% (upper mid). 3Y return: 22.49% (upper mid). 3Y return: 21.73% (upper mid). 3Y return: 17.93% (bottom quartile). 3Y return: 18.28% (bottom quartile). 3Y return: 18.84% (lower mid). 3Y return: 21.27% (lower mid). 3Y return: 16.01% (bottom quartile). Point 7 1Y return: 1.20% (top quartile). 1Y return: 8.63% (top quartile). 1Y return: 0.61% (upper mid). 1Y return: -0.95% (lower mid). 1Y return: -2.50% (lower mid). 1Y return: -0.75% (upper mid). 1Y return: -6.53% (bottom quartile). 1Y return: -4.05% (bottom quartile). 1Y return: 0.15% (upper mid). 1Y return: -6.57% (bottom quartile). Point 8 Alpha: 3.70 (top quartile). Alpha: 0.00 (lower mid). Alpha: 5.32 (top quartile). Alpha: 3.17 (upper mid). Alpha: 1.58 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.06 (bottom quartile). Alpha: -2.60 (bottom quartile). Alpha: 2.10 (upper mid). Alpha: -2.83 (bottom quartile). Point 9 Sharpe: -0.11 (upper mid). Sharpe: 0.32 (top quartile). Sharpe: -0.06 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.24 (lower mid). Sharpe: -0.21 (upper mid). Sharpe: -0.43 (bottom quartile). Sharpe: -0.49 (bottom quartile). Sharpe: -0.22 (lower mid). Sharpe: -0.47 (bottom quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.20 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.17 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.90 (bottom quartile). Information ratio: -0.92 (bottom quartile). Information ratio: -0.41 (lower mid). Information ratio: -1.72 (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 (04 Sep 25) ₹104.504 ↓ -0.75 (-0.72 %) Net Assets (Cr) ₹33,609 on 31 Jul 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.11 Information Ratio 0.44 Alpha Ratio 3.7 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 Aug 20 ₹10,000 31 Aug 21 ₹16,108 31 Aug 22 ₹20,215 31 Aug 23 ₹25,558 31 Aug 24 ₹41,687 31 Aug 25 ₹41,704 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 1.4% 3 Month 4.6% 6 Month 17.6% 1 Year 1.2% 3 Year 28.3% 5 Year 33.6% 10 Year 15 Year Since launch 22.6% 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 0.92 Yr. Niket Shah 1 Jul 20 5.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 34.22% Industrials 18.95% Consumer Cyclical 16.7% Communication Services 3.85% Health Care 3.7% Financial Services 2.6% Real Estate 2.03% Asset Allocation
Asset Class Value Cash 17.96% Equity 82.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON11% ₹3,537 Cr 2,099,999
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,147 Cr 18,000,050
↑ 50 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹2,978 Cr 50,076,240
↑ 5,076,240 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,787 Cr 5,400,005
↑ 150,005 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,634 Cr 5,250,000
↑ 257,861 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹1,876 Cr 2,750,000
↑ 200,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,511 Cr 13,869,997
↑ 3,773,933 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,345 Cr 3,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,293 Cr 7,000,000
↑ 250,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,242 Cr 9,969,361 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (04 Sep 25) ₹179.56 ↓ -0.76 (-0.42 %) Net Assets (Cr) ₹7,802 on 31 Jul 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.32 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 Aug 20 ₹10,000 31 Aug 21 ₹15,770 31 Aug 22 ₹16,877 31 Aug 23 ₹20,541 31 Aug 24 ₹31,641 31 Aug 25 ₹33,990 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.3% 3 Month 4.9% 6 Month 25.8% 1 Year 8.6% 3 Year 27% 5 Year 28% 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 1.81 Yr. Amit Ganatra 1 Sep 23 2 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 29.43% Health Care 19.75% Consumer Cyclical 16.17% Industrials 10.06% Real Estate 7.86% Technology 7.74% Basic Materials 5.42% Communication Services 1.65% Asset Allocation
Asset Class Value Cash 1.92% Equity 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹369 Cr 1,519,233 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322965% ₹358 Cr 1,676,417 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹353 Cr 8,755,404
↑ 957,513 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹341 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹330 Cr 2,031,622 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹308 Cr 463,277
↑ 32,043 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 2,016,896
↑ 174,838 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹295 Cr 14,592,638
↑ 1,181,051 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹280 Cr 2,246,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON3% ₹262 Cr 155,335 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (04 Sep 25) ₹100.269 ↓ -0.45 (-0.44 %) Net Assets (Cr) ₹11,027 on 31 Jul 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.06 Information Ratio 0.2 Alpha Ratio 5.32 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 Aug 20 ₹10,000 31 Aug 21 ₹17,491 31 Aug 22 ₹19,221 31 Aug 23 ₹22,761 31 Aug 24 ₹36,220 31 Aug 25 ₹35,825 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.6% 3 Month 1.4% 6 Month 20.2% 1 Year 0.6% 3 Year 23.6% 5 Year 29.1% 10 Year 15 Year Since launch 13.9% 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 0.88 Yr. Trideep Bhattacharya 1 Oct 21 3.92 Yr. Raj Koradia 1 Aug 24 1.08 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 23.52% Consumer Cyclical 14.37% Industrials 13.44% Basic Materials 10.81% Health Care 10.73% Technology 10.31% Consumer Defensive 5.2% Real Estate 2.94% Energy 2.26% Communication Services 1.49% Utility 0.65% Asset Allocation
Asset Class Value Cash 4.28% Equity 95.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹372 Cr 2,981,836 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹342 Cr 662,031 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹334 Cr 1,908,695 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹287 Cr 4,048,052 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹283 Cr 1,559,919
↑ 235,728 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹257 Cr 180,547
↓ -17,333 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹247 Cr 146,827 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹246 Cr 2,865,466 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹228 Cr 3,665,623 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹222 Cr 45,537
↓ -4,712 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Sep 25) ₹1,380.52 ↓ -5.78 (-0.42 %) Net Assets (Cr) ₹12,596 on 31 Jul 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 3.17 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 Aug 20 ₹10,000 31 Aug 21 ₹16,070 31 Aug 22 ₹17,540 31 Aug 23 ₹20,975 31 Aug 24 ₹32,405 31 Aug 25 ₹31,846 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.5% 3 Month 1.7% 6 Month 20.4% 1 Year -1% 3 Year 22.5% 5 Year 26.1% 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 4.52 Yr. Ratish Varier 24 Feb 21 4.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.28% Consumer Cyclical 17.91% Industrials 14.27% Health Care 11.57% Basic Materials 11.06% Technology 5.61% Consumer Defensive 4.27% Real Estate 3.59% Utility 2.59% Communication Services 2.32% Energy 2.04% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063954% ₹461 Cr 1,712,601 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹459 Cr 1,290,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹358 Cr 6,016,821 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹333 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹322 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹307 Cr 11,920,703
↑ 359,991 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹299 Cr 1,549,486
↑ 38,535 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹257 Cr 6,144,382 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹255 Cr 382,553
↓ -2,232 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹250 Cr 484,892 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (04 Sep 25) ₹2,726.18 ↓ -9.41 (-0.34 %) Net Assets (Cr) ₹12,540 on 31 Jul 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.24 Information Ratio -0.17 Alpha Ratio 1.58 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 Aug 20 ₹10,000 31 Aug 21 ₹16,067 31 Aug 22 ₹16,410 31 Aug 23 ₹19,821 31 Aug 24 ₹30,267 31 Aug 25 ₹29,190 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month -0.1% 3 Month 0.4% 6 Month 16.6% 1 Year -2.5% 3 Year 21.7% 5 Year 24.3% 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 14.59 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Akhil Kalluri 7 Feb 22 3.57 Yr. Data below for Franklin India Prima Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 20.58% Consumer Cyclical 17.68% Basic Materials 13.76% Industrials 11.84% Health Care 11.72% Technology 6.62% Real Estate 5.52% Consumer Defensive 4.84% Communication Services 3.6% Utility 1.28% Energy 1.08% Asset Allocation
Asset Class Value Cash 1.49% Equity 98.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹390 Cr 19,260,270
↓ -1,220,800 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹266 Cr 952,885
↑ 51,780 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹265 Cr 1,631,918 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹262 Cr 392,739 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹255 Cr 717,366 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹254 Cr 1,692,030 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹242 Cr 1,641,580 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹240 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹236 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹229 Cr 5,862,280 6. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (04 Sep 25) ₹113.12 ↓ -0.54 (-0.48 %) Net Assets (Cr) ₹31,384 on 31 Jul 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.21 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 Aug 20 ₹10,000 31 Aug 21 ₹16,422 31 Aug 22 ₹16,836 31 Aug 23 ₹19,084 31 Aug 24 ₹27,738 31 Aug 25 ₹27,161 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.4% 3 Month 1.7% 6 Month 19% 1 Year -0.7% 3 Year 17.9% 5 Year 22.2% 10 Year 15 Year Since launch 18.2% 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 8.78 Yr. Nitin Arora 3 Aug 23 2.08 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.93% Industrials 15.82% Financial Services 14.76% Basic Materials 11.74% Health Care 10.99% Technology 9.63% Communication Services 3.37% Real Estate 3.19% Utility 1.23% Energy 0.78% Consumer Defensive 0.35% Asset Allocation
Asset Class Value Cash 8.2% Equity 91.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,140 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹977 Cr 3,631,743
↓ -261,741 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹812 Cr 1,219,314 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹801 Cr 10,812,201
↓ -64,151 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹760 Cr 4,111,208 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹675 Cr 400,710
↑ 47,840 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹659 Cr 6,323,784 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹656 Cr 2,405,756 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹649 Cr 32,060,601 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND2% ₹646 Cr 1,518,915 7. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (04 Sep 25) ₹28.6597 ↓ -0.13 (-0.46 %) Net Assets (Cr) ₹338 on 31 Jul 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio -0.44 Information Ratio -0.9 Alpha Ratio -2.06 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 Aug 20 ₹10,000 31 Aug 21 ₹16,182 31 Aug 22 ₹16,439 31 Aug 23 ₹18,870 31 Aug 24 ₹29,183 31 Aug 25 ₹26,770 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month -0.6% 3 Month -1.3% 6 Month 16% 1 Year -6.5% 3 Year 18.3% 5 Year 21.8% 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 2.09 Yr. Dikshit Mittal 31 Jul 23 2.09 Yr. Data below for IDBI Midcap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 22.93% Industrials 17.81% Financial Services 17.12% Technology 9.51% Basic Materials 9.15% Health Care 6.99% Consumer Defensive 5.08% Communication Services 3.32% Real Estate 2.58% Utility 1.43% Energy 1.37% Asset Allocation
Asset Class Value Cash 2.72% Equity 97.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹13 Cr 143,945 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹11 Cr 105,773 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹10 Cr 499,962 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002512% ₹8 Cr 16,206 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5063952% ₹7 Cr 27,488
↓ -2,579 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL2% ₹7 Cr 189,881 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5008502% ₹7 Cr 97,473 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF2% ₹7 Cr 22,981 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | M&MFIN2% ₹7 Cr 267,974 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5333982% ₹7 Cr 25,597 8. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (04 Sep 25) ₹100.396 ↓ -0.49 (-0.49 %) Net Assets (Cr) ₹2,183 on 31 Jul 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.49 Information Ratio -0.92 Alpha Ratio -2.6 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 Aug 20 ₹10,000 31 Aug 21 ₹16,810 31 Aug 22 ₹17,604 31 Aug 23 ₹20,943 31 Aug 24 ₹31,192 31 Aug 25 ₹29,175 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.7% 3 Month 0.7% 6 Month 15.5% 1 Year -4.1% 3 Year 18.8% 5 Year 24.3% 10 Year 15 Year Since launch 12.7% 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 3.14 Yr. Himanshu Singh 21 Oct 24 0.86 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.93% Health Care 16.19% Consumer Cyclical 15.81% Industrials 13.07% Basic Materials 10.35% Technology 5.72% Consumer Defensive 4.44% Energy 4.11% Real Estate 2.04% Communication Services 2.01% Asset Allocation
Asset Class Value Cash 4.25% Equity 94.85% Debt 0.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹68 Cr 250,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹63 Cr 350,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹60 Cr 30,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹50 Cr 100,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 24 | 5063952% ₹50 Cr 185,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹50 Cr 800,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA2% ₹48 Cr 14,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5005302% ₹46 Cr 11,500
↑ 4,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹46 Cr 1,100,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹45 Cr 300,000
↓ -25,000 9. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (04 Sep 25) ₹294.96 ↓ -1.65 (-0.56 %) Net Assets (Cr) ₹6,654 on 31 Jul 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.22 Information Ratio -0.41 Alpha Ratio 2.1 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 Aug 20 ₹10,000 31 Aug 21 ₹16,707 31 Aug 22 ₹17,936 31 Aug 23 ₹20,647 31 Aug 24 ₹31,895 31 Aug 25 ₹31,308 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month -0.8% 3 Month 1% 6 Month 21.7% 1 Year 0.1% 3 Year 21.3% 5 Year 26.1% 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 3.17 Yr. Sharmila D’mello 31 Jul 22 3.09 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Basic Materials 26.53% Industrials 21.95% Financial Services 18.82% Communication Services 10.54% Consumer Cyclical 10.46% Real Estate 6.55% Health Care 2.82% Technology 0.38% Utility 0.13% Asset Allocation
Asset Class Value Cash 1.53% Equity 98.18% Other 0.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹268 Cr 2,779,227 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹236 Cr 1,276,584
↑ 40,790 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹235 Cr 968,355 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹231 Cr 1,418,018 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹229 Cr 257,507
↑ 10,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹228 Cr 1,425,196
↑ 307,262 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹221 Cr 3,136,084 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹216 Cr 3,106,731 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹215 Cr 824,501 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹212 Cr 1,524,061
↓ -339,864 10. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (04 Sep 25) ₹299.905 ↓ -1.59 (-0.53 %) Net Assets (Cr) ₹11,822 on 31 Jul 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.48 Information Ratio -1.72 Alpha Ratio -2.83 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 Aug 20 ₹10,000 31 Aug 21 ₹16,955 31 Aug 22 ₹18,054 31 Aug 23 ₹21,283 31 Aug 24 ₹30,277 31 Aug 25 ₹27,836 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 25 Duration Returns 1 Month 0.5% 3 Month 0.8% 6 Month 19.4% 1 Year -6.6% 3 Year 16% 5 Year 22.8% 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 0.21 Yr. Data below for UTI Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.84% Financial Services 18.63% Industrials 16.92% Basic Materials 12.68% Health Care 12.51% Technology 9.73% Real Estate 3% Communication Services 2.42% Utility 1.86% Energy 0.88% Consumer Defensive 0.87% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹275 Cr 403,783 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 5031002% ₹252 Cr 1,700,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT2% ₹250 Cr 375,943 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹245 Cr 1,400,000
↓ -193,375 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹232 Cr 450,000
↑ 39,370 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹227 Cr 3,656,918 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5002712% ₹227 Cr 1,512,968 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹223 Cr 810,000
↑ 6,015 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON2% ₹219 Cr 130,000
↑ 21,724 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER2% ₹217 Cr 527,300
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.
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