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- Top and Best Performing Mid Cap Funds for year 2024 Based on Returns
- Top 10 Performing Mid Cap Funds for 2024
Top 10 Equity - Mid Cap Funds
Best 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 ₹101.637
↑ 0.20 ₹27,780 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹177.43
↓ -0.61 ₹6,047 43.1 34.1 0.5 43.1 24.4 L&T Midcap Fund Growth ₹387.375
↓ -0.79 ₹10,724 39.7 40 1.1 30.4 19 Edelweiss Mid Cap Fund Growth ₹101.756
↑ 0.09 ₹9,242 38.9 38.4 2.4 50.3 26.4 Kotak Emerging Equity Scheme Growth ₹133.862
↑ 0.34 ₹49,646 33.6 31.5 5.1 47.3 21.9 Sundaram Mid Cap Fund Growth ₹1,382.51
↓ -2.65 ₹11,690 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,770.42
↓ -2.42 ₹11,762 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹113.68
↓ -0.04 ₹28,809 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹29.8695
↓ 0.00 ₹306 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹100.723
↓ -0.06 ₹2,037 28.5 32.6 4.7 41.5 23.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 25
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. 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 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. 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100. L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a Below is the key information for L&T Midcap 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. 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 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 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 Below is the key information for Kotak Emerging Equity Scheme 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. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a 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. 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 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. 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 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. IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a 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. 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 Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.8% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (10 Jun 25) ₹101.637 ↑ 0.20 (0.20 %) Net Assets (Cr) ₹27,780 on 30 Apr 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.38 Information Ratio 0.46 Alpha Ratio 8.89 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,139 31 May 22 ₹21,910 31 May 23 ₹27,996 31 May 24 ₹41,746 31 May 25 ₹49,975 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 6.8% 3 Month 15.4% 6 Month -10.2% 1 Year 15.3% 3 Year 34.8% 5 Year 36.8% 10 Year 15 Year Since launch 22.8% 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 0.66 Yr. Niket Shah 1 Jul 20 4.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 29.99% Consumer Cyclical 16.64% Industrials 14.58% Health Care 4.76% Communication Services 3.95% Real Estate 3.03% Basic Materials 2.07% Utility 0.35% Financial Services 0.09% Asset Allocation
Asset Class Value Cash 32.1% Equity 67.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,078 Cr 3,600,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,960 Cr 5,250,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,437 Cr 43,490,250 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,498 Cr 2,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,236 Cr 6,750,000
↑ 250,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,227 Cr 835,200
↑ 100,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT4% ₹1,210 Cr 2,143,194
↑ 7,450 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,149 Cr 12,900,814
↑ 512,314 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,122 Cr 9,969,361 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI3% ₹993 Cr 2,750,000
↑ 50,000 2. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (10 Jun 25) ₹177.43 ↓ -0.61 (-0.34 %) Net Assets (Cr) ₹6,047 on 30 Apr 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.48 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 20 ₹10,000 31 May 21 ₹16,865 31 May 22 ₹18,479 31 May 23 ₹21,793 31 May 24 ₹31,587 31 May 25 ₹38,644 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 25 Duration Returns 1 Month 14.6% 3 Month 24% 6 Month 1.5% 1 Year 21.7% 3 Year 31.2% 5 Year 30.9% 10 Year 15 Year Since launch 17.2% 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 1.56 Yr. Amit Ganatra 1 Sep 23 1.75 Yr. Data below for Invesco India Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 26.33% Health Care 18.64% Consumer Cyclical 16.77% Industrials 11.18% Technology 9.21% Basic Materials 7.94% Real Estate 7.87% Communication Services 1.97% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹322 Cr 506,411 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹277 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹260 Cr 1,893,617
↑ 236,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹256 Cr 155,335 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹247 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹246 Cr 12,506,782 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹228 Cr 441,151
↑ 20,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹220 Cr 431,234 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹220 Cr 1,684,103 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC3% ₹192 Cr 439,084
↑ 101,760 3. L&T Midcap Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 5 in Mid Cap category. Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% . L&T Midcap Fund
Growth Launch Date 9 Aug 04 NAV (10 Jun 25) ₹387.375 ↓ -0.79 (-0.20 %) Net Assets (Cr) ₹10,724 on 30 Apr 25 Category Equity - Mid Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.77 Sharpe Ratio 0.02 Information Ratio -0.27 Alpha Ratio -0.25 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 20 ₹10,000 31 May 21 ₹16,596 31 May 22 ₹17,348 31 May 23 ₹19,606 31 May 24 ₹31,028 31 May 25 ₹33,790 Returns for L&T Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 12.1% 3 Month 23.1% 6 Month -6.6% 1 Year 10% 3 Year 27% 5 Year 27.4% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.7% 2023 40% 2022 1.1% 2021 30.4% 2020 19% 2019 -0.2% 2018 -12% 2017 52.3% 2016 9.8% 2015 10.8% Fund Manager information for L&T Midcap Fund
Name Since Tenure Cheenu Gupta 26 Nov 22 2.51 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Midcap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 23.9% Consumer Cyclical 19.05% Financial Services 18.7% Health Care 12.73% Technology 12.54% Consumer Defensive 4.12% Basic Materials 2.54% Utility 2.12% Communication Services 1.86% Real Estate 1.22% Asset Allocation
Asset Class Value Cash 1.21% Equity 98.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹509 Cr 800,300 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON5% ₹501 Cr 304,800 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH4% ₹478 Cr 4,355,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433204% ₹409 Cr 17,596,500 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT4% ₹387 Cr 727,100
↓ -100,198 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹368 Cr 1,757,400 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 5002513% ₹353 Cr 681,700 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5008503% ₹345 Cr 4,385,000
↓ -397,177 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | FEDERALBNK3% ₹343 Cr 17,459,100
↓ -1,341,900 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 24 | POWERINDIA3% ₹330 Cr 227,000 4. Edelweiss Mid Cap Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (10 Jun 25) ₹101.756 ↑ 0.09 (0.08 %) Net Assets (Cr) ₹9,242 on 30 Apr 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.43 Information Ratio 0.32 Alpha Ratio 8.26 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 20 ₹10,000 31 May 21 ₹18,751 31 May 22 ₹20,913 31 May 23 ₹24,694 31 May 24 ₹37,062 31 May 25 ₹43,208 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.9% 3 Month 21.1% 6 Month -1.7% 1 Year 17.3% 3 Year 30.4% 5 Year 34% 10 Year 15 Year Since launch 14.2% 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 0.63 Yr. Trideep Bhattacharya 1 Oct 21 3.67 Yr. Raj Koradia 1 Aug 24 0.83 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 22.07% Consumer Cyclical 17.22% Industrials 12.28% Health Care 10.9% Technology 10.04% Basic Materials 9.68% Consumer Defensive 5.61% Real Estate 3.38% Communication Services 2.22% Energy 1.78% Utility 1.38% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹325 Cr 197,393 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹295 Cr 3,744,155
↓ -292,320 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹294 Cr 2,674,120 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹284 Cr 3,992,722
↑ 36,768 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹257 Cr 195,410
↑ 2,289 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹257 Cr 482,434
↓ -17,602 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹232 Cr 317,773
↑ 31,458 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹225 Cr 49,386
↑ 8,615 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002572% ₹212 Cr 1,011,128
↑ 123,959 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹212 Cr 1,301,403 5. Kotak Emerging Equity Scheme
CAGR/Annualized return of 15.3% since its launch. Ranked 12 in Mid Cap category. Return for 2024 was 33.6% , 2023 was 31.5% and 2022 was 5.1% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (10 Jun 25) ₹133.862 ↑ 0.34 (0.26 %) Net Assets (Cr) ₹49,646 on 30 Apr 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.23 Information Ratio -0.61 Alpha Ratio 4.14 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,832 31 May 22 ₹21,040 31 May 23 ₹24,555 31 May 24 ₹35,477 31 May 25 ₹39,624 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 11.3% 3 Month 19.9% 6 Month -2.5% 1 Year 11.3% 3 Year 26.1% 5 Year 31.1% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.6% 2023 31.5% 2022 5.1% 2021 47.3% 2020 21.9% 2019 8.9% 2018 -11.7% 2017 43% 2016 10.4% 2015 8.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 1.36 Yr. Data below for Kotak Emerging Equity Scheme as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 16.02% Basic Materials 15.47% Industrials 15.08% Technology 14.91% Financial Services 11.99% Health Care 11.92% Energy 3.11% Real Estate 2.65% Communication Services 2.23% Consumer Defensive 1.46% Utility 0.66% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 5063953% ₹1,717 Cr 7,755,250 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328433% ₹1,695 Cr 24,724,343 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244943% ₹1,590 Cr 11,343,971
↑ 353,499 Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 5262993% ₹1,526 Cr 6,180,463
↑ 236,383 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS3% ₹1,455 Cr 1,104,617 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS3% ₹1,334 Cr 1,529,941 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹1,315 Cr 8,010,973 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT2% ₹1,241 Cr 2,426,390
↓ -111,425 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 23 | DIXON2% ₹1,240 Cr 753,620 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT2% ₹1,155 Cr 2,169,997 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.1% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (10 Jun 25) ₹1,382.51 ↓ -2.65 (-0.19 %) Net Assets (Cr) ₹11,690 on 30 Apr 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.25 Information Ratio 0.1 Alpha Ratio 4.46 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 20 ₹10,000 31 May 21 ₹17,030 31 May 22 ₹18,572 31 May 23 ₹21,946 31 May 24 ₹33,545 31 May 25 ₹37,990 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.3% 3 Month 19.1% 6 Month -2.1% 1 Year 12.8% 3 Year 29.1% 5 Year 29.9% 10 Year 15 Year Since launch 24.1% 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 4.27 Yr. Ratish Varier 24 Feb 21 4.27 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.11% Financial Services 16.95% Industrials 13.46% Health Care 10.85% Basic Materials 10.56% Technology 6.46% Consumer Defensive 4.33% Real Estate 3.73% Communication Services 2.57% Utility 2.11% Energy 1.94% Asset Allocation
Asset Class Value Cash 8.92% Equity 91.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹387 Cr 1,747,182 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹379 Cr 19,247,362 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,270,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹311 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹283 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹266 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹258 Cr 484,892 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹256 Cr 3,599,583 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹238 Cr 9,072,077
↑ 459,958 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹231 Cr 4,081,771
↓ -202,003 7. Franklin India Prima Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (10 Jun 25) ₹2,770.42 ↓ -2.42 (-0.09 %) Net Assets (Cr) ₹11,762 on 30 Apr 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.34 Information Ratio -0.06 Alpha Ratio 5.86 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 20 ₹10,000 31 May 21 ₹17,703 31 May 22 ₹17,914 31 May 23 ₹21,489 31 May 24 ₹31,538 31 May 25 ₹35,771 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 8.6% 3 Month 17.1% 6 Month -2.2% 1 Year 11.1% 3 Year 28.5% 5 Year 28% 10 Year 15 Year Since launch 19.5% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 7 Feb 22 3.31 Yr. Data below for Franklin India Prima Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 20.28% Consumer Cyclical 17.18% Basic Materials 14.84% Industrials 10.75% Health Care 10.64% Technology 6.34% Real Estate 5.74% Consumer Defensive 4.38% Communication Services 3.07% Utility 1.15% Energy 1.05% Asset Allocation
Asset Class Value Cash 4.57% Equity 95.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹432 Cr 21,939,752 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹268 Cr 1,211,228 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹243 Cr 1,499,891 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹241 Cr 1,428,689 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹236 Cr 2,153,205 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹235 Cr 1,223,175 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹230 Cr 1,641,580 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹226 Cr 442,739 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹224 Cr 1,631,918 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹222 Cr 901,105 8. Axis Mid Cap Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 41 in Mid Cap category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (10 Jun 25) ₹113.68 ↓ -0.04 (-0.04 %) Net Assets (Cr) ₹28,809 on 30 Apr 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.18 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 20 ₹10,000 31 May 21 ₹16,382 31 May 22 ₹17,756 31 May 23 ₹20,158 31 May 24 ₹28,163 31 May 25 ₹31,061 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.6% 3 Month 18.5% 6 Month -0.7% 1 Year 9.7% 3 Year 23.2% 5 Year 25.2% 10 Year 15 Year Since launch 18.5% 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 8.52 Yr. Nitin Arora 3 Aug 23 1.83 Yr. Krishnaa N 1 Mar 24 1.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.74% Financial Services 15.59% Health Care 12% Industrials 11.8% Basic Materials 10.84% Technology 10.7% Real Estate 3.35% Communication Services 3.05% Utility 1.36% Energy 0.87% Consumer Defensive 0.65% Asset Allocation
Asset Class Value Cash 10.05% Equity 89.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹912 Cr 13,299,371 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹892 Cr 11,322,169 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹862 Cr 3,893,484 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹746 Cr 1,401,483
↓ -61,551 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹694 Cr 4,111,208 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹666 Cr 505,242
↑ 2,012 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹623 Cr 1,219,314 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹621 Cr 31,591,358 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹581 Cr 352,870
↑ 11,428 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹577 Cr 2,754,067
↓ -163,179 9. IDBI Midcap Fund
CAGR/Annualized return of 14% since its launch. Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% . IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (10 Jun 25) ₹29.8695 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹306 on 30 Apr 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.28 Sharpe Ratio 0.05 Information Ratio -1.05 Alpha Ratio 0.32 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 20 ₹10,000 31 May 21 ₹17,370 31 May 22 ₹18,065 31 May 23 ₹20,348 31 May 24 ₹30,469 31 May 25 ₹33,332 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 12.2% 3 Month 18.3% 6 Month -0.7% 1 Year 8.6% 3 Year 25.7% 5 Year 26.5% 10 Year 15 Year Since launch 14% 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 1.84 Yr. Dikshit Mittal 31 Jul 23 1.84 Yr. Data below for IDBI Midcap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 26.71% Industrials 19.22% Financial Services 14.3% Basic Materials 9.15% Technology 7.72% Health Care 6.51% Consumer Defensive 4.65% Communication Services 4.23% Real Estate 2.44% Utility 1.85% Energy 1.41% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹12 Cr 143,945 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹9 Cr 105,773 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹9 Cr 449,570 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF3% ₹8 Cr 28,237 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002513% ₹8 Cr 16,206
↓ -2,942 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL3% ₹8 Cr 253,539 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5008503% ₹8 Cr 97,473 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5063952% ₹7 Cr 31,880 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM2% ₹7 Cr 12,978 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419742% ₹6 Cr 49,316
↓ -4,457 10. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 18 in Mid Cap category. Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (10 Jun 25) ₹100.723 ↓ -0.06 (-0.06 %) Net Assets (Cr) ₹2,037 on 30 Apr 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.02 Information Ratio -0.95 Alpha Ratio -1.01 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 20 ₹10,000 31 May 21 ₹17,778 31 May 22 ₹19,472 31 May 23 ₹22,193 31 May 24 ₹32,968 31 May 25 ₹35,468 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 25 Duration Returns 1 Month 8.4% 3 Month 14.2% 6 Month -3.4% 1 Year 6% 3 Year 23.6% 5 Year 27.8% 10 Year 15 Year Since launch 12.8% 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 2.89 Yr. Himanshu Singh 21 Oct 24 0.61 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 18.04% Health Care 15.71% Consumer Cyclical 13.76% Industrials 12.4% Basic Materials 11.19% Consumer Defensive 6.69% Technology 6.08% Communication Services 4.28% Energy 3.24% Real Estate 2.66% Asset Allocation
Asset Class Value Cash 5% Equity 94.05% Debt 0.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031003% ₹54 Cr 325,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹49 Cr 2,500,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹49 Cr 300,000
↓ -100,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹45 Cr 800,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹45 Cr 100,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 5348162% ₹45 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5003872% ₹45 Cr 15,000
↑ 8,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | OFSS2% ₹44 Cr 50,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹44 Cr 30,000
↓ -13,250 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | UBL2% ₹43 Cr 200,000
↑ 90,000
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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