+91-22-48913909Best Performing Mid Cap Funds of 2025
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 2025, 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 2025 are as follows.
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Fund Selection Methodology used to find 10 funds
Top and Best Performing Mid Cap Funds for year 2025 Based on Returns
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) ICICI Prudential MidCap Fund Growth ₹324.51
↓ -3.54 ₹7,557 11.1 27 32.8 3.1 44.8 Invesco India Mid Cap Fund Growth ₹181.12
↓ -2.47 ₹11,767 6.3 43.1 34.1 0.5 43.1 TATA Mid Cap Growth Fund Growth ₹436.375
↓ -5.07 ₹5,604 5.8 22.7 40.5 0.6 40 Aditya Birla Sun Life Midcap Fund Growth ₹794.24
↓ -6.21 ₹6,290 4.4 22 39.9 -5.3 50.4 Sundaram Mid Cap Fund Growth ₹1,408.63
↓ -14.61 ₹13,378 4.1 32 40.4 4.8 37.5 Edelweiss Mid Cap Fund Growth ₹102.828
↓ -1.19 ₹15,911 3.8 38.9 38.4 2.4 50.3 BNP Paribas Mid Cap Fund Growth ₹105.953
↓ -0.94 ₹2,389 2.5 28.5 32.6 4.7 41.5 DSP Midcap Fund Growth ₹146.255
↓ -1.36 ₹19,459 1.7 22.4 38.4 -4.9 28.3 Franklin India Prima Fund Growth ₹2,628.95
↓ -25.43 ₹12,102 1.6 31.8 36.8 2.2 32.6 Axis Mid Cap Fund Growth ₹114.52
↓ -0.86 ₹32,276 1 30 29.6 -5.1 39.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26 Research Highlights & Commentary of 10 Funds showcased
Commentary ICICI Prudential MidCap Fund Invesco India Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Sundaram Mid Cap Fund Edelweiss Mid Cap Fund BNP Paribas Mid Cap Fund DSP Midcap Fund Franklin India Prima Fund Axis Mid Cap Fund Point 1 Lower mid AUM (₹7,557 Cr). Lower mid AUM (₹11,767 Cr). Bottom quartile AUM (₹5,604 Cr). Bottom quartile AUM (₹6,290 Cr). Upper mid AUM (₹13,378 Cr). Upper mid AUM (₹15,911 Cr). Bottom quartile AUM (₹2,389 Cr). Top quartile AUM (₹19,459 Cr). Upper mid AUM (₹12,102 Cr). Highest AUM (₹32,276 Cr). Point 2 Established history (21+ yrs). Established history (19+ yrs). Established history (31+ yrs). Established history (23+ yrs). Established history (23+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (19+ yrs). Oldest track record among peers (32 yrs). Established history (15+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (top quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.35% (upper mid). 5Y return: 19.17% (top quartile). 5Y return: 15.20% (lower mid). 5Y return: 14.90% (lower mid). 5Y return: 17.54% (upper mid). 5Y return: 18.24% (top quartile). 5Y return: 15.45% (upper mid). 5Y return: 11.46% (bottom quartile). 5Y return: 13.80% (bottom quartile). 5Y return: 13.82% (bottom quartile). Point 6 3Y return: 23.46% (top quartile). 3Y return: 23.36% (top quartile). 3Y return: 17.42% (lower mid). 3Y return: 17.60% (lower mid). 3Y return: 21.50% (upper mid). 3Y return: 22.00% (upper mid). 3Y return: 19.05% (upper mid). 3Y return: 17.13% (bottom quartile). 3Y return: 17.16% (bottom quartile). 3Y return: 16.70% (bottom quartile). Point 7 1Y return: 7.50% (top quartile). 1Y return: 2.08% (upper mid). 1Y return: 1.80% (upper mid). 1Y return: -0.13% (bottom quartile). 1Y return: 1.89% (upper mid). 1Y return: 1.05% (lower mid). 1Y return: 5.19% (top quartile). 1Y return: -0.26% (bottom quartile). 1Y return: -5.11% (bottom quartile). 1Y return: 0.74% (lower mid). Point 8 Alpha: 11.02 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.51 (lower mid). Alpha: -2.10 (bottom quartile). Alpha: 0.31 (upper mid). Alpha: -0.24 (lower mid). Alpha: 1.99 (top quartile). Alpha: -0.65 (bottom quartile). Alpha: -7.42 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.85 (top quartile). Sharpe: 0.42 (upper mid). Sharpe: 0.32 (lower mid). Sharpe: 0.24 (bottom quartile). Sharpe: 0.36 (upper mid). Sharpe: 0.33 (upper mid). Sharpe: 0.46 (top quartile). Sharpe: 0.31 (bottom quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.31 (lower mid). Point 10 Information ratio: 0.64 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.64 (bottom quartile). Information ratio: -0.61 (lower mid). Information ratio: 0.26 (upper mid). Information ratio: 0.31 (top quartile). Information ratio: -0.52 (lower mid). Information ratio: -0.72 (bottom quartile). Information ratio: -0.74 (bottom quartile). Information ratio: 0.00 (upper mid). ICICI Prudential MidCap Fund
Invesco India Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
Sundaram Mid Cap Fund
Edelweiss Mid Cap Fund
BNP Paribas Mid Cap Fund
DSP Midcap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
Top 10 Performing Mid Cap Funds for 2025
To generate capital appreciation by actively investing in diversified mid cap stocks. Below is the key information for ICICI Prudential MidCap 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 To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap 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 (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 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 (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 Research Highlights for DSP Midcap Fund Below is the key information for DSP Midcap 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 1. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (10 Jun 26) ₹324.51 ↓ -3.54 (-1.08 %) Net Assets (Cr) ₹7,557 on 30 Apr 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.85 Information Ratio 0.64 Alpha Ratio 11.02 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 May 21 ₹10,000 31 May 22 ₹10,868 31 May 23 ₹12,173 31 May 24 ₹19,096 31 May 25 ₹20,630 31 May 26 ₹24,256 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4.2% 3 Month 4.5% 6 Month 6.8% 1 Year 7.5% 3 Year 23.5% 5 Year 17.3% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 27% 2022 32.8% 2021 3.1% 2020 44.8% 2019 19.1% 2018 -0.6% 2017 -10.8% 2016 42.9% 2015 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.92 Yr. Sharmila D’mello 31 Jul 22 3.84 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 23.47% Basic Materials 23.38% Financial Services 22.64% Consumer Cyclical 12.4% Real Estate 5.46% Energy 3.14% Communication Services 2.64% Health Care 1.5% Technology 1.07% Utility 0.15% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹368 Cr 1,239,860 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹368 Cr 1,011,840 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322865% ₹341 Cr 2,786,470 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹325 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹282 Cr 824,501 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹271 Cr 1,425,196 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹238 Cr 3,106,731 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO3% ₹237 Cr 6,333,739
↑ 1,500,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | POLICYBZR3% ₹235 Cr 1,408,585 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹222 Cr 3,465,469 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (10 Jun 26) ₹181.12 ↓ -2.47 (-1.35 %) Net Assets (Cr) ₹11,767 on 30 Apr 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.42 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 May 21 ₹10,000 31 May 22 ₹10,957 31 May 23 ₹12,922 31 May 24 ₹18,730 31 May 25 ₹22,914 31 May 26 ₹24,800 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.5% 3 Month 6% 6 Month -0.3% 1 Year 2.1% 3 Year 23.4% 5 Year 19.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.56 Yr. Data below for Invesco India Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.83% Health Care 18.66% Consumer Cyclical 16.99% Industrials 13.33% Real Estate 8.93% Basic Materials 4.09% Technology 4% Utility 2.02% Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE6% ₹728 Cr 5,146,315
↑ 962,063 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹691 Cr 1,899,237 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹640 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹603 Cr 5,936,790 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹528 Cr 21,367,256
↑ 11,846,356 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹520 Cr 5,241,044
↑ 466,848 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹511 Cr 4,577,395
↑ 546,806 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹487 Cr 1,133,153
↑ 90,112 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹473 Cr 5,164,015
↑ 234,829 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹471 Cr 16,854,973 3. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (10 Jun 26) ₹436.375 ↓ -5.07 (-1.15 %) Net Assets (Cr) ₹5,604 on 30 Apr 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.32 Information Ratio -0.64 Alpha Ratio -0.51 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,998 31 May 23 ₹12,840 31 May 24 ₹19,447 31 May 25 ₹19,975 31 May 26 ₹21,537 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4.2% 3 Month 1.8% 6 Month -0.9% 1 Year 1.8% 3 Year 17.4% 5 Year 15.2% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.23 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 24.02% Industrials 14.73% Consumer Cyclical 12.99% Health Care 11.34% Basic Materials 10.66% Technology 6.12% Communication Services 4.16% Consumer Defensive 3.98% Real Estate 2.75% Utility 1.68% Energy 1.2% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹180 Cr 800,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹172 Cr 6,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001033% ₹163 Cr 4,618,139
↑ 2,000,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹156 Cr 1,835,455 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹156 Cr 1,700,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹152 Cr 1,500,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹151 Cr 950,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹148 Cr 2,300,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322963% ₹144 Cr 600,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316422% ₹136 Cr 1,750,000 4. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (10 Jun 26) ₹794.24 ↓ -6.21 (-0.78 %) Net Assets (Cr) ₹6,290 on 30 Apr 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.24 Information Ratio -0.61 Alpha Ratio -2.1 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,581 31 May 23 ₹12,809 31 May 24 ₹18,365 31 May 25 ₹20,252 31 May 26 ₹21,374 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.8% 3 Month 6.3% 6 Month 1.1% 1 Year -0.1% 3 Year 17.6% 5 Year 14.9% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 22% 2022 39.9% 2021 -5.3% 2020 50.4% 2019 15.5% 2018 -3.7% 2017 -16% 2016 44.8% 2015 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.58 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 24.69% Industrials 16.68% Consumer Cyclical 15.49% Basic Materials 13.99% Technology 8.17% Health Care 6.55% Real Estate 5.16% Utility 3.04% Consumer Defensive 2.58% Asset Allocation
Asset Class Value Cash 2.76% Equity 97.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹205 Cr 501,972
↓ -37,166 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹204 Cr 2,011,167 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹202 Cr 7,043,431 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹194 Cr 1,225,565 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹191 Cr 1,100,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹181 Cr 342,940 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹166 Cr 873,080 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Jun 25 | DIXON2% ₹141 Cr 126,270 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹140 Cr 1,500,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹140 Cr 204,519 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (10 Jun 26) ₹1,408.63 ↓ -14.61 (-1.03 %) Net Assets (Cr) ₹13,378 on 30 Apr 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.36 Information Ratio 0.26 Alpha Ratio 0.31 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 May 21 ₹10,000 31 May 22 ₹10,905 31 May 23 ₹12,886 31 May 24 ₹19,697 31 May 25 ₹22,307 31 May 26 ₹23,938 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4% 3 Month 2.8% 6 Month 0.2% 1 Year 1.9% 3 Year 21.5% 5 Year 17.5% 10 Year 15 Year Since launch 23% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.27 Yr. Shalav Saket 31 Dec 25 0.42 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 21.44% Industrials 17.17% Consumer Cyclical 15.42% Health Care 9.48% Basic Materials 8.9% Technology 8.08% Consumer Defensive 5.5% Utility 3.85% Real Estate 3.21% Communication Services 2.22% Energy 1.51% Asset Allocation
Asset Class Value Cash 3.21% Equity 96.78% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹448 Cr 850,000
↓ -220,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹447 Cr 1,000,000
↓ -125,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹357 Cr 11,498,475 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹344 Cr 945,165 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹325 Cr 1,642,029 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹298 Cr 10,399,688 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹278 Cr 6,735,835 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹267 Cr 38,278,844 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹266 Cr 1,675,000
↑ 735,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹263 Cr 3,395,879 6. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (10 Jun 26) ₹102.828 ↓ -1.19 (-1.14 %) Net Assets (Cr) ₹15,911 on 30 Apr 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.33 Information Ratio 0.31 Alpha Ratio -0.24 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 May 21 ₹10,000 31 May 22 ₹11,153 31 May 23 ₹13,170 31 May 24 ₹19,765 31 May 25 ₹23,043 31 May 26 ₹24,836 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.7% 3 Month 3.2% 6 Month 0.9% 1 Year 1.1% 3 Year 22% 5 Year 18.2% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.63 Yr. Trideep Bhattacharya 1 Oct 21 4.67 Yr. Raj Koradia 1 Aug 24 1.83 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 30.34% Industrials 14.73% Consumer Cyclical 12.38% Basic Materials 10.8% Health Care 7.51% Technology 5.01% Consumer Defensive 4.75% Communication Services 2.82% Utility 2.75% Real Estate 2.2% Energy 1.72% Asset Allocation
Asset Class Value Cash 4.98% Equity 95.02% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX3% ₹501 Cr 1,687,419
↑ 314,474 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹459 Cr 15,989,768
↑ 569,217 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹422 Cr 1,159,622
↑ 240,951 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5406112% ₹353 Cr 3,474,160
↑ 123,676 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹342 Cr 4,417,032 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹331 Cr 3,582,169
↑ 127,521 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹296 Cr 191,583
↑ 6,820 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Mar 26 | 5001032% ₹276 Cr 7,829,815
↑ 2,590,057 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹276 Cr 3,235,735
↑ 115,188 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 25 | 5327792% ₹275 Cr 1,584,025
↑ 56,389 7. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (10 Jun 26) ₹105.953 ↓ -0.94 (-0.88 %) Net Assets (Cr) ₹2,389 on 30 Apr 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.46 Information Ratio -0.52 Alpha Ratio 1.99 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 May 21 ₹10,000 31 May 22 ₹10,953 31 May 23 ₹12,483 31 May 24 ₹18,544 31 May 25 ₹19,950 31 May 26 ₹22,005 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4% 3 Month 3.8% 6 Month 3.1% 1 Year 5.2% 3 Year 19.1% 5 Year 15.4% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Rohan Korde 1 May 26 0.08 Yr. Himanshu Singh 21 Oct 24 1.61 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 23.2% Industrials 17.95% Consumer Cyclical 15.25% Basic Materials 12.07% Health Care 11.94% Technology 5.85% Consumer Defensive 2.03% Real Estate 1.99% Energy 1.88% Utility 0.94% Communication Services 0.86% Asset Allocation
Asset Class Value Cash 6.03% Equity 93.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222754% ₹100 Cr 225,000
↓ -25,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹79 Cr 23,455
↓ -3,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001033% ₹70 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹65 Cr 95,608 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹63 Cr 740,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE3% ₹61 Cr 168,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹57 Cr 2,000,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | POLICYBZR2% ₹52 Cr 315,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹48 Cr 1,200,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹48 Cr 270,000 8. DSP Midcap Fund
DSP Midcap Fund
Growth Launch Date 14 Nov 06 NAV (10 Jun 26) ₹146.255 ↓ -1.36 (-0.92 %) Net Assets (Cr) ₹19,459 on 30 Apr 26 Category Equity - Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.31 Information Ratio -0.72 Alpha Ratio -0.65 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.
Date Value 31 May 21 ₹10,000 31 May 22 ₹9,962 31 May 23 ₹10,893 31 May 24 ₹15,820 31 May 25 ₹17,269 31 May 26 ₹18,102 Returns for DSP Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.7% 3 Month 2.1% 6 Month -0.5% 1 Year -0.3% 3 Year 17.1% 5 Year 11.5% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.7% 2023 22.4% 2022 38.4% 2021 -4.9% 2020 28.3% 2019 23.6% 2018 9.2% 2017 -10.2% 2016 39.8% 2015 11.4% Fund Manager information for DSP Midcap Fund
Name Since Tenure Vinit Sambre 1 Jul 12 13.93 Yr. Abhishek Ghosh 1 Sep 22 3.75 Yr. Data below for DSP Midcap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 24.5% Consumer Cyclical 16.81% Basic Materials 14.03% Industrials 13.16% Health Care 9.23% Technology 7.78% Communication Services 3.7% Energy 2.72% Real Estate 2.39% Consumer Defensive 0.8% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹651 Cr 5,440,349 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | CHOLAFIN3% ₹544 Cr 3,478,940 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5328433% ₹527 Cr 5,713,758 Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | VOLTAS3% ₹521 Cr 3,639,527 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 5002712% ₹467 Cr 2,946,419 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | 5031002% ₹465 Cr 2,637,188 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA2% ₹459 Cr 4,541,962 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 5244942% ₹458 Cr 2,990,278
↓ -403,223 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Oct 24 | 5322862% ₹455 Cr 3,723,070
↓ -251,031 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 5004932% ₹454 Cr 2,413,073 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (10 Jun 26) ₹2,628.95 ↓ -25.43 (-0.96 %) Net Assets (Cr) ₹12,102 on 30 Apr 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.04 Information Ratio -0.74 Alpha Ratio -7.42 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 May 21 ₹10,000 31 May 22 ₹10,119 31 May 23 ₹12,139 31 May 24 ₹17,815 31 May 25 ₹20,206 31 May 26 ₹20,144 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4.1% 3 Month 1.3% 6 Month -4.3% 1 Year -5.1% 3 Year 17.2% 5 Year 13.8% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.34 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Akhil Kalluri 7 Feb 22 4.31 Yr. Data below for Franklin India Prima Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 23.16% Industrials 15.79% Consumer Cyclical 14.7% Basic Materials 11.05% Health Care 9.2% Technology 7.68% Real Estate 6% Communication Services 3.03% Utility 2.36% Consumer Defensive 2.11% Energy 0.96% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK2% ₹296 Cr 10,324,683
↓ -750,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹262 Cr 1,152,885 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹260 Cr 7,219,684 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹257 Cr 36,893,177
↑ 2,500,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹254 Cr 1,175,000
↑ 375,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹246 Cr 836,172 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹231 Cr 1,029,108 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹231 Cr 1,631,918 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹230 Cr 7,413,356 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹229 Cr 1,199,891 10. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (10 Jun 26) ₹114.52 ↓ -0.86 (-0.75 %) Net Assets (Cr) ₹32,276 on 30 Apr 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.31 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 May 21 ₹10,000 31 May 22 ₹10,839 31 May 23 ₹12,305 31 May 24 ₹17,192 31 May 25 ₹18,961 31 May 26 ₹20,022 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2.7% 3 Month 4% 6 Month 2.9% 1 Year 0.7% 3 Year 16.7% 5 Year 13.8% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 1% 2023 30% 2022 29.6% 2021 -5.1% 2020 39.9% 2019 26% 2018 11.3% 2017 3.5% 2016 42% 2015 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.53 Yr. Nitin Arora 3 Aug 23 2.83 Yr. Krishnaa N 1 Mar 24 2.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 19.37% Industrials 19.29% Consumer Cyclical 18.78% Health Care 10.48% Basic Materials 7.7% Technology 6.2% Real Estate 2.46% Communication Services 2.41% Utility 1.66% Energy 0.92% Consumer Defensive 0.27% Asset Allocation
Asset Class Value Cash 4.49% Equity 95.39% Debt 0.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty May 2026 Future
- | -6% ₹1,821 Cr 755,560
↑ 755,560 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,249 Cr 43,536,421
↑ 1,097,299 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,149 Cr 12,447,404 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹1,107 Cr 3,725,264
↑ 156,199 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹837 Cr 1,874,617
↓ -108,190 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹727 Cr 1,763,472
↑ 76,500 BSE Ltd (Financial Services)
Equity, Since 31 Jan 25 | BSE2% ₹690 Cr 1,896,289 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹654 Cr 10,282,877 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹632 Cr 3,580,468 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004802% ₹620 Cr 1,176,328
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Research Highlights for ICICI Prudential MidCap Fund