+91-22-48913909Best Performing Mid Cap Funds of 2024
mid cap funds invest their accumulated fund money in equity shares of numerous mid-sized companies. The Market capitalization of these companies ranges between ₹500-₹10,000 crores and they have the potential to grow and form part of the large-cap group. Mid-cap companies in many instances have performed better as compared to large-cap companies. As these companies are small in size in comparison to large-cap companies, they are flexible to changes. In 2024, as the Sensex reached a new benchmark a number of mid-cap companies also performed well due to preferable Economic Conditions. The top and Best Mid Cap Funds on the Basis of performance (returns) for the year 2024 are as follows.
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Top and Best Performing Mid Cap Funds for year 2024 Based on Returns
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) ICICI Prudential MidCap Fund Growth ₹318.56
↑ 2.01 ₹7,055 11.1 27 32.8 3.1 44.8 Invesco India Mid Cap Fund Growth ₹185.16
↑ 1.22 ₹10,006 6.3 43.1 34.1 0.5 43.1 TATA Mid Cap Growth Fund Growth ₹456.331
↑ 3.97 ₹5,420 5.8 22.7 40.5 0.6 40 Aditya Birla Sun Life Midcap Fund Growth ₹811.94
↑ 4.18 ₹6,278 4.4 22 39.9 -5.3 50.4 Sundaram Mid Cap Fund Growth ₹1,450.28
↑ 10.78 ₹13,345 4.1 32 40.4 4.8 37.5 Edelweiss Mid Cap Fund Growth ₹105.304
↑ 0.53 ₹13,196 3.8 38.9 38.4 2.4 50.3 BNP Paribas Mid Cap Fund Growth ₹106.076
↑ 1.06 ₹2,320 2.5 28.5 32.6 4.7 41.5 DSP Midcap Fund Growth ₹150.762
↑ 1.15 ₹19,855 1.7 22.4 38.4 -4.9 28.3 Franklin India Prima Fund Growth ₹2,826.67
↑ 15.05 ₹12,911 1.6 31.8 36.8 2.2 32.6 Axis Mid Cap Fund Growth ₹114.24
↑ 0.89 ₹32,202 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 2 Jan 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 (₹7,055 Cr). Lower mid AUM (₹10,006 Cr). Bottom quartile AUM (₹5,420 Cr). Bottom quartile AUM (₹6,278 Cr). Upper mid AUM (₹13,345 Cr). Upper mid AUM (₹13,196 Cr). Bottom quartile AUM (₹2,320 Cr). Top quartile AUM (₹19,855 Cr). Upper mid AUM (₹12,911 Cr). Highest AUM (₹32,202 Cr). Point 2 Established history (21+ yrs). Established history (18+ yrs). Established history (31+ yrs). Established history (23+ yrs). Established history (23+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (19+ yrs). Oldest track record among peers (32 yrs). Established history (14+ 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: 22.71% (upper mid). 5Y return: 24.09% (top quartile). 5Y return: 20.88% (lower mid). 5Y return: 20.45% (lower mid). 5Y return: 22.70% (upper mid). 5Y return: 24.99% (top quartile). 5Y return: 21.03% (upper mid). 5Y return: 16.11% (bottom quartile). 5Y return: 19.90% (bottom quartile). 5Y return: 17.81% (bottom quartile). Point 6 3Y return: 23.41% (upper mid). 3Y return: 26.95% (top quartile). 3Y return: 22.48% (upper mid). 3Y return: 21.39% (lower mid). 3Y return: 24.73% (upper mid). 3Y return: 25.94% (top quartile). 3Y return: 20.74% (bottom quartile). 3Y return: 20.22% (bottom quartile). 3Y return: 22.42% (lower mid). 3Y return: 19.69% (bottom quartile). Point 7 1Y return: 10.86% (top quartile). 1Y return: 5.67% (top quartile). 1Y return: 5.54% (upper mid). 1Y return: 3.68% (upper mid). 1Y return: 3.60% (upper mid). 1Y return: 2.88% (lower mid). 1Y return: 2.21% (lower mid). 1Y return: 1.49% (bottom quartile). 1Y return: 0.88% (bottom quartile). 1Y return: 0.56% (bottom quartile). Point 8 Alpha: 1.70 (top quartile). Alpha: 0.00 (top quartile). Alpha: -2.69 (lower mid). Alpha: -3.78 (bottom quartile). Alpha: -1.35 (upper mid). Alpha: -2.28 (upper mid). Alpha: -3.13 (lower mid). Alpha: -3.93 (bottom quartile). Alpha: -4.19 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: 0.25 (top quartile). Sharpe: 0.37 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.06 (bottom quartile). Sharpe: 0.09 (upper mid). Sharpe: 0.05 (upper mid). Sharpe: -0.03 (lower mid). Sharpe: -0.05 (bottom quartile). Sharpe: -0.08 (bottom quartile). Sharpe: -0.03 (lower mid). Point 10 Information ratio: -0.30 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -0.59 (lower mid). Information ratio: -0.80 (bottom quartile). Information ratio: 0.15 (top quartile). Information ratio: 0.27 (top quartile). Information ratio: -0.86 (bottom quartile). Information ratio: -0.83 (bottom quartile). Information ratio: -0.47 (lower mid). 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 2024
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 (02 Jan 26) ₹318.56 ↑ 2.01 (0.63 %) Net Assets (Cr) ₹7,055 on 30 Nov 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.25 Information Ratio -0.3 Alpha Ratio 1.7 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 Dec 20 ₹10,000 31 Dec 21 ₹14,482 31 Dec 22 ₹14,932 31 Dec 23 ₹19,823 31 Dec 24 ₹25,180 31 Dec 25 ₹27,963 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 2.4% 3 Month 7.8% 6 Month 4.4% 1 Year 10.9% 3 Year 23.4% 5 Year 22.7% 10 Year 15 Year Since launch 17.8% 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 3.42 Yr. Sharmila D’mello 31 Jul 22 3.34 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 26.99% Financial Services 21.71% Industrials 21.49% Consumer Cyclical 11.55% Communication Services 8.53% Real Estate 6.3% Health Care 1.33% Technology 0.38% Utility 0.14% Asset Allocation
Asset Class Value Cash 1.58% Equity 98.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN4% ₹309 Cr 824,501 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹294 Cr 1,011,840 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL4% ₹291 Cr 2,786,470 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹263 Cr 3,465,469 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹250 Cr 247,972 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹245 Cr 1,425,196 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹243 Cr 1,376,584 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹240 Cr 3,106,731 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹238 Cr 1,308,585 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹238 Cr 1,418,018 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (02 Jan 26) ₹185.16 ↑ 1.22 (0.66 %) Net Assets (Cr) ₹10,006 on 30 Nov 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.37 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 Dec 20 ₹10,000 31 Dec 21 ₹14,314 31 Dec 22 ₹14,388 31 Dec 23 ₹19,297 31 Dec 24 ₹27,624 31 Dec 25 ₹29,374 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.7% 3 Month 3.7% 6 Month 2.3% 1 Year 5.7% 3 Year 27% 5 Year 24.1% 10 Year 15 Year Since launch 16.9% 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 2.06 Yr. Amit Ganatra 1 Sep 23 2.25 Yr. Data below for Invesco India Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 34.71% Consumer Cyclical 20.6% Health Care 17.1% Real Estate 7.67% Industrials 6.94% Technology 6.9% Basic Materials 3.63% Communication Services 0.44% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹575 Cr 22,304,132
↑ 2,343,148 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK6% ₹567 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹526 Cr 16,854,973 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹514 Cr 13,591,659
↑ 1,712,546 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹441 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹412 Cr 2,422,867 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹411 Cr 2,451,815 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹363 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹342 Cr 2,742,111
↑ 540,183 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT3% ₹304 Cr 716,270
↑ 132,839 3. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (02 Jan 26) ₹456.331 ↑ 3.97 (0.88 %) Net Assets (Cr) ₹5,420 on 30 Nov 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.01 Information Ratio -0.59 Alpha Ratio -2.69 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 Dec 20 ₹10,000 31 Dec 21 ₹14,002 31 Dec 22 ₹14,086 31 Dec 23 ₹19,797 31 Dec 24 ₹24,291 31 Dec 25 ₹25,703 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.8% 3 Month 6.7% 6 Month 4.6% 1 Year 5.5% 3 Year 22.5% 5 Year 20.9% 10 Year 15 Year Since launch 12.9% 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 4.73 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 19.83% Industrials 15.66% Consumer Cyclical 13.36% Health Care 12.86% Basic Materials 11.85% Technology 5.17% Consumer Defensive 3.98% Communication Services 2.89% Real Estate 2.48% Utility 1.81% Energy 1.52% Asset Allocation
Asset Class Value Cash 6.36% Equity 93.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | AUBANK3% ₹162 Cr 1,700,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB3% ₹161 Cr 1,848,863 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹159 Cr 2,100,000
↑ 400,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹159 Cr 278,911 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹155 Cr 6,000,000
↑ 702,208 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹148 Cr 330,694
↓ -39,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹131 Cr 1,001,126 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL2% ₹128 Cr 750,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹125 Cr 4,000,000
↓ -500,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹123 Cr 1,000,000 4. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (02 Jan 26) ₹811.94 ↑ 4.18 (0.52 %) Net Assets (Cr) ₹6,278 on 30 Nov 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.06 Information Ratio -0.8 Alpha Ratio -3.78 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 Dec 20 ₹10,000 31 Dec 21 ₹15,038 31 Dec 22 ₹14,236 31 Dec 23 ₹19,912 31 Dec 24 ₹24,290 31 Dec 25 ₹25,350 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.3% 3 Month 4.9% 6 Month 2.5% 1 Year 3.7% 3 Year 21.4% 5 Year 20.5% 10 Year 15 Year Since launch 20.8% 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 1.08 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.76% Consumer Cyclical 17.5% Basic Materials 15.09% Technology 12.81% Industrials 11.87% Health Care 7.68% Real Estate 5.73% Utility 2.3% Communication Services 1.06% Consumer Defensive 1.06% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | AUBANK4% ₹234 Cr 2,450,000
↓ -357,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | MFSL3% ₹209 Cr 1,225,565 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹193 Cr 7,474,853 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹164 Cr 954,980 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹162 Cr 1,500,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹156 Cr 270,985
↑ 50,687 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹154 Cr 916,888 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX2% ₹150 Cr 512,065
↑ 20,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | TORNTPOWER2% ₹145 Cr 1,100,000 Hexaware Technologies Ltd Ordinary Shares (Technology)
Equity, Since 28 Feb 25 | HEXT2% ₹141 Cr 1,866,233
↑ 68,397 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (02 Jan 26) ₹1,450.28 ↑ 10.78 (0.75 %) Net Assets (Cr) ₹13,345 on 30 Nov 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.09 Information Ratio 0.15 Alpha Ratio -1.35 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 Dec 20 ₹10,000 31 Dec 21 ₹13,749 31 Dec 22 ₹14,414 31 Dec 23 ₹20,231 31 Dec 24 ₹26,707 31 Dec 25 ₹27,800 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.5% 3 Month 5.5% 6 Month 4.3% 1 Year 3.6% 3 Year 24.7% 5 Year 22.7% 10 Year 15 Year Since launch 23.7% 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 4.77 Yr. Ratish Varier 24 Feb 21 4.77 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.47% Consumer Cyclical 15.93% Industrials 14.16% Health Care 10.33% Basic Materials 9.51% Technology 6.13% Consumer Defensive 6.1% Real Estate 3.71% Communication Services 2.49% Utility 2.32% Energy 2.11% Asset Allocation
Asset Class Value Cash 5.72% Equity 94.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹554 Cr 1,237,533
↓ -36,220 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹440 Cr 11,843,703
↓ -77,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹412 Cr 1,731,201
↑ 18,600 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹334 Cr 1,158,576
↓ -20,966 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹330 Cr 3,592,166 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹306 Cr 11,865,970 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹305 Cr 1,279,167
↑ 1,047,803 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹304 Cr 37,978,844 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹292 Cr 1,527,449
↑ 37,662 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹285 Cr 5,641,735
↑ 76,401 6. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (02 Jan 26) ₹105.304 ↑ 0.53 (0.50 %) Net Assets (Cr) ₹13,196 on 30 Nov 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.05 Information Ratio 0.27 Alpha Ratio -2.28 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 Dec 20 ₹10,000 31 Dec 21 ₹15,026 31 Dec 22 ₹15,381 31 Dec 23 ₹21,291 31 Dec 24 ₹29,572 31 Dec 25 ₹30,687 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.9% 3 Month 5.7% 6 Month 2% 1 Year 2.9% 3 Year 25.9% 5 Year 25% 10 Year 15 Year Since launch 14% 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 1.13 Yr. Trideep Bhattacharya 1 Oct 21 4.17 Yr. Raj Koradia 1 Aug 24 1.33 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.35% Consumer Cyclical 14.44% Industrials 12.89% Technology 11.74% Basic Materials 9.3% Health Care 8.56% Consumer Defensive 4.2% Real Estate 3.03% Energy 2.16% Communication Services 1.92% Utility 0.54% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹454 Cr 2,377,155
↑ 398,633 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹405 Cr 637,288
↑ 86,735 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹333 Cr 1,145,902
↑ 717,869 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB2% ₹292 Cr 3,355,391 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹284 Cr 1,559,919 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹283 Cr 10,970,839
↑ 3,022,466 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹277 Cr 274,589 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH2% ₹273 Cr 2,349,767
↓ -625,626 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹259 Cr 1,981,889 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5394372% ₹258 Cr 32,227,248
↑ 11,034,554 7. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (02 Jan 26) ₹106.076 ↑ 1.06 (1.01 %) Net Assets (Cr) ₹2,320 on 30 Nov 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.03 Information Ratio -0.86 Alpha Ratio -3.13 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 Dec 20 ₹10,000 31 Dec 21 ₹14,149 31 Dec 22 ₹14,814 31 Dec 23 ₹19,639 31 Dec 24 ₹25,245 31 Dec 25 ₹25,864 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1% 3 Month 5.6% 6 Month 4.6% 1 Year 2.2% 3 Year 20.7% 5 Year 21% 10 Year 15 Year Since launch 12.8% 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 Pratish Krishnan 29 Nov 25 0.01 Yr. Himanshu Singh 21 Oct 24 1.11 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.17% Consumer Cyclical 18.16% Industrials 14.23% Health Care 14.04% Basic Materials 11.86% Technology 6.62% Energy 3.19% Real Estate 2.25% Consumer Defensive 2.19% Communication Services 1.81% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹72 Cr 250,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹70 Cr 800,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹66 Cr 30,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 350,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | BHEL3% ₹58 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹57 Cr 100,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD2% ₹52 Cr 300,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹52 Cr 2,000,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹50 Cr 1,100,000 Escorts Kubota Ltd (Industrials)
Equity, Since 31 Oct 22 | ESCORTS2% ₹46 Cr 120,000 8. DSP Midcap Fund
DSP Midcap Fund
Growth Launch Date 14 Nov 06 NAV (02 Jan 26) ₹150.762 ↑ 1.15 (0.77 %) Net Assets (Cr) ₹19,855 on 30 Nov 25 Category Equity - Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.05 Information Ratio -0.83 Alpha Ratio -3.93 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 Dec 20 ₹10,000 31 Dec 21 ₹12,832 31 Dec 22 ₹12,199 31 Dec 23 ₹16,889 31 Dec 24 ₹20,680 31 Dec 25 ₹21,033 Returns for DSP Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.4% 3 Month 2.9% 6 Month 1.9% 1 Year 1.5% 3 Year 20.2% 5 Year 16.1% 10 Year 15 Year Since launch 15.2% 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 13.43 Yr. Abhishek Ghosh 1 Sep 22 3.25 Yr. Data below for DSP Midcap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 20.73% Consumer Cyclical 17.89% Basic Materials 14.2% Industrials 11.56% Technology 10.38% Health Care 10.14% Energy 2.84% Communication Services 2.38% Real Estate 2.31% Consumer Defensive 1.6% Utility 0.78% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE5% ₹943 Cr 4,941,275 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | IPCALAB3% ₹674 Cr 4,637,728 L&T Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | LTF3% ₹587 Cr 18,785,417
↓ -1,981,139 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | AUBANK3% ₹573 Cr 6,002,560 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | COROMANDEL3% ₹544 Cr 2,282,965 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | MFSL3% ₹502 Cr 2,946,419 Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5005753% ₹501 Cr 3,639,527 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 24 | FORTIS2% ₹474 Cr 5,152,245
↓ -14,482 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL2% ₹472 Cr 2,246,053 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 18 | PHOENIXLTD2% ₹458 Cr 2,637,188 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (02 Jan 26) ₹2,826.67 ↑ 15.05 (0.54 %) Net Assets (Cr) ₹12,911 on 30 Nov 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.08 Information Ratio -0.47 Alpha Ratio -4.19 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 Dec 20 ₹10,000 31 Dec 21 ₹13,262 31 Dec 22 ₹13,550 31 Dec 23 ₹18,530 31 Dec 24 ₹24,427 31 Dec 25 ₹24,820 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.3% 3 Month 5% 6 Month 0.4% 1 Year 0.9% 3 Year 22.4% 5 Year 19.9% 10 Year 15 Year Since launch 19.2% 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 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 7 Feb 22 3.82 Yr. Data below for Franklin India Prima Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.35% Consumer Cyclical 15.01% Industrials 13.1% Basic Materials 10.65% Health Care 9.82% Technology 8.68% Real Estate 6.07% Consumer Defensive 4.18% Communication Services 3.76% Utility 1.52% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹421 Cr 16,324,683 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹321 Cr 717,366 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹320 Cr 8,614,462 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹296 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹274 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹258 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹234 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹232 Cr 1,214,825 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹232 Cr 28,893,177 10. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (02 Jan 26) ₹114.24 ↑ 0.89 (0.79 %) Net Assets (Cr) ₹32,202 on 30 Nov 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.03 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 Dec 20 ₹10,000 31 Dec 21 ₹13,993 31 Dec 22 ₹13,283 31 Dec 23 ₹17,214 31 Dec 24 ₹22,380 31 Dec 25 ₹22,604 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.5% 3 Month 1.8% 6 Month -0.5% 1 Year 0.6% 3 Year 19.7% 5 Year 17.8% 10 Year 15 Year Since launch 17.8% 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 9.03 Yr. Nitin Arora 3 Aug 23 2.33 Yr. Krishnaa N 1 Mar 24 1.75 Yr. Data below for Axis Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.21% Financial Services 18.4% Industrials 17.3% Health Care 10.34% Technology 10.09% Basic Materials 8.07% Communication Services 3.43% Real Estate 3.23% Utility 1.22% Energy 0.82% Consumer Defensive 0.09% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,142 Cr 12,427,065
↓ -247,192 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK3% ₹982 Cr 38,056,676 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL2% ₹805 Cr 10,812,201 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX2% ₹719 Cr 713,813 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹690 Cr 3,900,410
↓ -210,798 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹674 Cr 1,060,304 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹673 Cr 5,150,285
↓ -292,686 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | PHOENIXLTD2% ₹643 Cr 3,700,614
↑ 154,085 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL2% ₹641 Cr 2,692,866 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹639 Cr 1,639,295
↑ 76,031
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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Research Highlights for ICICI Prudential MidCap Fund