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Top 10 Best Performing Mid Cap Funds of 2019

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Best Performing Mid Cap Funds of 2019

Updated on July 10, 2020 , 381 views

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 2019, 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 2019 are as follows.

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Top and Best Performing Mid Cap Funds for year 2019 Based on Returns

FundNAVNet Assets (Cr)2019 (%)2018 (%)2017 (%)2016 (%)2015 (%)
Axis Mid Cap Fund Growth ₹38.46
↓ -0.06
₹5,09811.33.542-3.10.8
Motilal Oswal Midcap 30 Fund  Growth ₹22.4443
↓ -0.03
₹1,4159.7-12.730.85.216.5
DSP BlackRock Midcap Fund Growth ₹54.577
↓ -0.24
₹6,4889.2-10.239.811.47.3
Kotak Emerging Equity Scheme Growth ₹36.498
↓ -0.17
₹5,9128.9-11.74310.48.4
TATA Mid Cap Growth Fund Growth ₹131.718
↓ -0.74
₹7246.5-1349.8-2.210.8
BNP Paribas Mid Cap Fund Growth ₹30.739
↓ -0.11
₹6245.2-17.549-1.215.3
Edelweiss Mid Cap Fund Growth ₹24.937
↓ -0.11
₹7965.2-15.752.32.59.4
Invesco India Mid Cap Fund Growth ₹47.89
↓ -0.18
₹7473.8-5.344.31.16.4
PGIM India Midcap Opportunities Fund Growth ₹19.26
↑ 0.01
₹1463.6-16.137-1.37.9
Franklin India Prima Fund Growth ₹847.071
↓ -6.84
₹6,0613.5-9.439.78.56.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

Top 10 Performing Mid Cap Funds for 2019

1. Axis Mid Cap Fund

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.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (10 Jul 20) ₹38.46 ↓ -0.06   (-0.16 %)
Net Assets (Cr) ₹5,098 on 30 Apr 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.02
Information Ratio 1.67
Alpha Ratio 13.34
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,790
30 Jun 17₹11,424
30 Jun 18₹13,230
30 Jun 19₹14,307
30 Jun 20₹14,603

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 3.9%
3 Month 10.7%
6 Month -3.4%
1 Year 7.9%
3 Year 8.5%
5 Year 7.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.6 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Health Care16.12%
Consumer Cyclical13.05%
Financial Services11.67%
Industrials9.39%
Basic Materials8.94%
Consumer Defensive8.02%
Technology6.63%
Utility5.72%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash15.92%
Equity84.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
16%₹827 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹257 Cr1,134,431
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
4%₹227 Cr1,520,000
↑ 35,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
4%₹195 Cr1,470,000
↑ 40,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹187 Cr1,217,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹175 Cr3,710,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹164 Cr3,425,000
↑ 221,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 500800
3%₹156 Cr4,258,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹146 Cr1,661,231
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
3%₹139 Cr10,266,297
↑ 263,297

2. Motilal Oswal Midcap 30 Fund 

(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.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 27 in Mid Cap category.  Return for 2019 was 9.7% , 2018 was -12.7% and 2017 was 30.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (10 Jul 20) ₹22.4443 ↓ -0.03   (-0.11 %)
Net Assets (Cr) ₹1,415 on 30 Apr 20
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio -0.45
Information Ratio 0.12
Alpha Ratio 1.62
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,401
30 Jun 17₹12,333
30 Jun 18₹12,469
30 Jun 19₹12,387
30 Jun 20₹10,767

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.7%
3 Month 11.8%
6 Month -17%
1 Year -5.8%
3 Year -4%
5 Year 2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 146.35 Yr.
Niket Shah1 Mar 182.33 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.63%
Financial Services16.19%
Health Care14.14%
Consumer Defensive13.17%
Industrials9.23%
Basic Materials8.68%
Technology5.27%
Real Estate1.8%
Asset Allocation
Asset ClassValue
Cash8.88%
Equity91.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
8%₹113 Cr5,039,666
↓ -380,334
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500488
6%₹84 Cr50,000
↑ 24,990
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 20 | 524494
6%₹79 Cr527,500
↑ 128,939
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
5%₹73 Cr1,000,000
Cblo / Reverse Repo Investments
CBLO | -
5%₹72 Cr7,209,000
↑ 7,209,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 20 | 540005
5%₹72 Cr400,000
↑ 90,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
5%₹70 Cr340,000
↑ 340,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
5%₹66 Cr290,000
↑ 65,603
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 20 | 506395
5%₹64 Cr1,000,000
↑ 1,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
4%₹55 Cr1,400,000
↓ -680,676

3. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 20 in Mid Cap category.  Return for 2019 was 9.2% , 2018 was -10.2% and 2017 was 39.8% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (10 Jul 20) ₹54.577 ↓ -0.24   (-0.44 %)
Net Assets (Cr) ₹6,488 on 30 Apr 20
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.14
Information Ratio 0.99
Alpha Ratio 12.11
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹11,347
30 Jun 17₹14,189
30 Jun 18₹14,707
30 Jun 19₹15,238
30 Jun 20₹14,959

DSP BlackRock Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4%
3 Month 16%
6 Month -6.7%
1 Year 3%
3 Year 1.7%
5 Year 8.2%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
2013 1.7%
2012 45%
2011 -27.2%
2010 29.6%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 128 Yr.
Jay Kothari16 Mar 182.29 Yr.
Resham Jain16 Mar 182.29 Yr.

Data below for DSP BlackRock Midcap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.41%
Financial Services16.3%
Health Care15.57%
Basic Materials14.62%
Industrials11.66%
Technology3.82%
Consumer Defensive3.57%
Real Estate1.37%
Utility1.34%
Asset Allocation
Asset ClassValue
Cash9.33%
Equity90.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
10%₹623 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
5%₹299 Cr2,000,066
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹247 Cr1,034,239
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | BALKRISIND
4%₹242 Cr2,245,073
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
4%₹239 Cr3,715,779
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
3%₹211 Cr1,589,285
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ATUL
3%₹208 Cr461,600
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
3%₹207 Cr3,426,041
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
3%₹207 Cr2,990,682
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 15 | 531213
3%₹201 Cr16,084,635

4. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 12 in Mid Cap category.  Return for 2019 was 8.9% , 2018 was -11.7% and 2017 was 43% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (10 Jul 20) ₹36.498 ↓ -0.17   (-0.47 %)
Net Assets (Cr) ₹5,912 on 30 Apr 20
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.27
Information Ratio 0.86
Alpha Ratio 8.91
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹11,194
30 Jun 17₹14,055
30 Jun 18₹14,693
30 Jun 19₹15,144
30 Jun 20₹13,736

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.4%
3 Month 18.2%
6 Month -12%
1 Year -3.5%
3 Year -0.5%
5 Year 6.8%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1010.03 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 20

Equity Sector Allocation
SectorValue
Basic Materials24.82%
Consumer Cyclical20.05%
Industrials18.49%
Financial Services12.11%
Health Care9.97%
Consumer Defensive4.4%
Utility2.17%
Technology1.67%
Energy1.3%
Real Estate1.19%
Communication Services0.35%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
5%₹300 Cr2,938,713
↑ 122,395
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹257 Cr3,985,020
↓ -650,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹232 Cr3,835,772
↑ 79,869
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹224 Cr1,453,978
↓ -90,647
Triparty Repo
CBLO/Reverse Repo | -
3%₹201 Cr
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 May 19 | 532321
3%₹186 Cr5,405,765
↑ 125,000
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr541,485
↑ 25,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹169 Cr1,206,837
↑ 22,082
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
3%₹165 Cr4,486,721
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹159 Cr2,230,969
↑ 38,474

5. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 31 in Mid Cap category.  Return for 2019 was 6.5% , 2018 was -13% and 2017 was 49.8% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (10 Jul 20) ₹131.718 ↓ -0.74   (-0.56 %)
Net Assets (Cr) ₹724 on 30 Apr 20
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.25
Information Ratio 1.07
Alpha Ratio 9.01
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,113
30 Jun 17₹12,418
30 Jun 18₹12,599
30 Jun 19₹13,923
30 Jun 20₹12,710

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 3.2%
3 Month 14.9%
6 Month -8.7%
1 Year -2.8%
3 Year 0.6%
5 Year 5%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
2012 37.7%
2011 -22.7%
2010 16.7%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Rupesh Patel27 Jun 173.01 Yr.
Ennette Fernandes18 Jun 182.04 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.48%
Basic Materials20.88%
Financial Services14.39%
Industrials12.16%
Utility9.95%
Health Care6.12%
Consumer Defensive3.04%
Technology2.43%
Real Estate2.31%
Asset Allocation
Asset ClassValue
Cash6.82%
Equity93.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
A) Repo
CBLO/Reverse Repo | -
7%₹48 Cr
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
6%₹45 Cr290,000
↓ -10,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
5%₹35 Cr265,000
Voltas Ltd (Industrials)
Equity, Since 31 May 18 | VOLTAS
4%₹28 Cr580,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 532504
4%₹26 Cr167,495
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
4%₹25 Cr150,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 532478
3%₹22 Cr225,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
3%₹21 Cr451,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 May 18 | 532514
3%₹20 Cr430,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 16 | 533398
3%₹20 Cr233,000

6. BNP Paribas Mid Cap Fund

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.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 18 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -17.5% and 2017 was 49% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (10 Jul 20) ₹30.739 ↓ -0.11   (-0.37 %)
Net Assets (Cr) ₹624 on 30 Apr 20
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio -0.24
Information Ratio 0
Alpha Ratio 5.34
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,646
30 Jun 17₹13,014
30 Jun 18₹12,704
30 Jun 19₹12,927
30 Jun 20₹12,229

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4%
3 Month 15.9%
6 Month -8.8%
1 Year -1%
3 Year -2.3%
5 Year 3.9%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
2012 52.2%
2011 -20.8%
2010 24.7%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Abhijeet Dey7 Oct 163.73 Yr.
Karthikraj Lakshamanan16 Nov 163.62 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical15.65%
Basic Materials14.68%
Financial Services14.33%
Utility12.09%
Health Care11.01%
Industrials8.33%
Consumer Defensive4.7%
Technology4.62%
Communication Services2.21%
Energy0.69%
Asset Allocation
Asset ClassValue
Cash11.68%
Equity88.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
12%₹74 Cr
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | 500800
5%₹29 Cr787,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Sep 15 | 532702
5%₹28 Cr1,425,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 539336
4%₹24 Cr990,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Apr 19 | 532779
4%₹22 Cr701,761
↓ -109,239
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 500770
4%₹22 Cr705,000
↑ 44,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | CUB
3%₹21 Cr1,538,000
Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 526299
3%₹21 Cr239,276
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500086
3%₹21 Cr1,262,800
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 20 | 500410
3%₹19 Cr152,000
↑ 32,000

7. Edelweiss Mid Cap Fund

(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.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -15.7% and 2017 was 52.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (10 Jul 20) ₹24.937 ↓ -0.11   (-0.42 %)
Net Assets (Cr) ₹796 on 30 Apr 20
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio -0.25
Information Ratio 1.05
Alpha Ratio 9.71
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,258
30 Jun 17₹12,772
30 Jun 18₹14,075
30 Jun 19₹13,771
30 Jun 20₹12,479

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.7%
3 Month 16%
6 Month -8.7%
1 Year -2.6%
3 Year -0.5%
5 Year 4.9%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
2012 44.7%
2011 -24.8%
2010 26.1%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Harshad Patwardhan26 Dec 0712.52 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Basic Materials16.76%
Industrials16.52%
Financial Services15.52%
Health Care15.47%
Consumer Cyclical10.43%
Utility7.34%
Technology5.8%
Consumer Defensive4.43%
Real Estate0.76%
Asset Allocation
Asset ClassValue
Cash6.89%
Equity93.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO | -
9%₹70 Cr
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 532514
5%₹36 Cr759,885
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
5%₹35 Cr230,207
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 500800
4%₹35 Cr942,656
↑ 330,087
Ipca Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 19 | 524494
4%₹30 Cr203,537
Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 19 | 500488
3%₹27 Cr16,074
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 18 | 500271
3%₹25 Cr527,978
↑ 171,391
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | JUBLFOOD
3%₹24 Cr147,444
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
3%₹22 Cr44,807
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹21 Cr1,577,773

8. Invesco India Mid Cap Fund

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.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 38 in Mid Cap category.  Return for 2019 was 3.8% , 2018 was -5.3% and 2017 was 44.3% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (10 Jul 20) ₹47.89 ↓ -0.18   (-0.37 %)
Net Assets (Cr) ₹747 on 30 Apr 20
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.2
Information Ratio 1.32
Alpha Ratio 10.03
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,308
30 Jun 17₹12,379
30 Jun 18₹13,505
30 Jun 19₹14,002
30 Jun 20₹13,610

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 3.9%
3 Month 15.6%
6 Month -5.7%
1 Year 2.5%
3 Year 3%
5 Year 6.6%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
2012 41.7%
2011 -17.5%
2010 25.7%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 182.26 Yr.
Neelesh Dhamnaskar18 Jul 181.95 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical18.36%
Health Care13.69%
Basic Materials13.48%
Industrials12.59%
Financial Services11.74%
Utility10.94%
Technology10.84%
Communication Services3.94%
Real Estate1.56%
Consumer Defensive0.22%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 506395
4%₹30 Cr471,703
↓ -32,190
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Mar 18 | 532514
4%₹30 Cr631,752
↑ 6,864
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
3%₹26 Cr242,518
↑ 17,999
Whirlpool of India Ltd (Technology)
Equity, Since 31 Jan 19 | 500238
3%₹25 Cr130,878
↑ 309
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Mar 18 | 532331
3%₹25 Cr165,851
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 18 | APOLLOHOSP
3%₹23 Cr173,027
↓ -69,429
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 17 | AIAENG
3%₹22 Cr134,725
↑ 15,814
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 19 | 533398
3%₹22 Cr249,631
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
3%₹22 Cr448,326
↑ 90,268
Dixon Technologies (India) Ltd (Technology)
Equity, Since 29 Feb 20 | 540699
3%₹21 Cr43,638
↑ 5,642

9. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 40 in Mid Cap category.  Return for 2019 was 3.6% , 2018 was -16.1% and 2017 was 37% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (10 Jul 20) ₹19.26 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹146 on 30 Apr 20
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.92
Sharpe Ratio -0.11
Information Ratio 0.58
Alpha Ratio 14.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,877
30 Jun 17₹12,192
30 Jun 18₹12,484
30 Jun 19₹11,680
30 Jun 20₹11,855

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 9.5%
3 Month 23.9%
6 Month 4.3%
1 Year 10.6%
3 Year 0.4%
5 Year 3.9%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
2011
2010
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha5 Apr 182.24 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Basic Materials18.77%
Health Care15.49%
Industrials14.84%
Consumer Cyclical14.08%
Financial Services12.11%
Technology10.62%
Utility6.2%
Consumer Defensive4.51%
Asset Allocation
Asset ClassValue
Cash3.3%
Equity96.62%
Other0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Rasayan Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 590021
5%₹7 Cr10,916
↑ 260
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500800
5%₹7 Cr180,000
↓ -20,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Oct 18 | 532514
4%₹6 Cr125,000
Escorts Ltd (Industrials)
Equity, Since 31 Dec 19 | 500495
4%₹6 Cr65,000
Atul Ltd (Basic Materials)
Equity, Since 31 May 19 | ATUL
4%₹6 Cr12,500
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 540699
4%₹6 Cr11,500
PI Industries Ltd (Basic Materials)
Equity, Since 31 May 18 | PIIND
4%₹6 Cr36,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 533398
4%₹5 Cr62,000
↑ 2,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 20 | ALKEM
3%₹5 Cr22,000
↑ 2,000
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 19 | 533573
3%₹5 Cr55,000
↓ -25,000

10. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 29 in Mid Cap category.  Return for 2019 was 3.5% , 2018 was -9.4% and 2017 was 39.7% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (10 Jul 20) ₹847.071 ↓ -6.84   (-0.80 %)
Net Assets (Cr) ₹6,061 on 30 Apr 20
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.53
Information Ratio -0.1
Alpha Ratio -3.79
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹11,045
30 Jun 17₹13,344
30 Jun 18₹14,123
30 Jun 19₹14,451
30 Jun 20₹12,493

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4.9%
3 Month 17.4%
6 Month -13.2%
1 Year -8.4%
3 Year -2.1%
5 Year 4.8%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0812.5 Yr.
Hari Shyamsunder2 May 164.16 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.54%
Financial Services17.8%
Basic Materials15.68%
Industrials11.63%
Utility6.32%
Consumer Defensive5.27%
Energy4.91%
Communication Services3.4%
Health Care2.73%
Real Estate2.37%
Technology1.26%
Asset Allocation
Asset ClassValue
Equity91.92%
Other8.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
8%₹466 Cr
WABCO India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | WABCOINDIA
3%₹195 Cr281,404
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹191 Cr3,169,401
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹189 Cr1,988,423
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹178 Cr7,941,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹165 Cr1,350,892
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹158 Cr4,335,936
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹152 Cr3,170,890
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹152 Cr4,567,888
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 14 | 532702
3%₹150 Cr7,572,160

Disclaimer:
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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