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Top 10 Best Performing Mid Cap Funds of 2018

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Best Performing Mid Cap Funds of 2018

Updated on November 16, 2019 , 64 views

mid cap funds invest their accumulated fund money in equity shares of numerous mid-sized companies. The market capitalization of these companies ranges between ₹500-₹10,000 crores and they have the potential to grow and form part of the large-cap group. Mid-cap companies in many instances have performed better as compared to large-cap companies. As these companies are small in size in comparison to large-cap companies, they are flexible to changes. In 2018, 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 2018 are as follows.

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Top and Best Performing Mid Cap Funds for year 2018 Based on Returns

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
Axis Mid Cap Fund Growth ₹39.54
↓ -0.06
₹3,2003.542-3.10.876.5
Invesco India Mid Cap Fund Growth ₹49.19
↑ 0.02
₹528-5.344.31.16.477
Franklin India Prima Fund Growth ₹958.177
↑ 5.28
₹7,188-9.439.78.56.878.1
DSP BlackRock Midcap Fund Growth ₹56.309
↑ 0.10
₹6,348-10.239.811.47.370.5
ICICI Prudential MidCap Fund Growth ₹94.49
↑ 0.46
₹1,767-10.842.94.85.187
HDFC Mid-Cap Opportunities Fund Growth ₹53.004
↑ 0.01
₹22,025-11.241.711.35.876.6
Kotak Emerging Equity Scheme Growth ₹39.488
↑ 0.09
₹4,960-11.74310.48.487.3
L&T Midcap Fund Growth ₹131.28
↑ 0.61
₹5,380-1252.39.810.881.6
Motilal Oswal Midcap 30 Fund  Growth ₹26.5825
↑ 0.03
₹1,570-12.730.85.216.5
TATA Mid Cap Growth Fund Growth ₹140.005
↓ -0.05
₹718-1349.8-2.210.880
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 19

Top 10 Performing Mid Cap Funds for 2018

1. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 41 in Mid Cap category.  Return for 2018 was 3.5% , 2017 was 42% and 2016 was -3.1% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (19 Nov 19) ₹39.54 ↓ -0.06   (-0.15 %)
Net Assets (Cr) ₹3,200 on 30 Sep 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio 0.55
Information Ratio 1.19
Alpha Ratio 11.01
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,130
31 Oct 16₹11,966
31 Oct 17₹14,151
31 Oct 18₹14,811
31 Oct 19₹17,410

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 2.3%
3 Month 11.9%
6 Month 12.9%
1 Year 16.7%
3 Year 17.6%
5 Year 10.9%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
2009
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.52 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash10.42%
Equity89.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
10%₹368 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
6%₹197 Cr767,000
↑ 16,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹184 Cr923,055
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹174 Cr8,210,000
↑ 669,501
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
5%₹166 Cr920,000
↑ 40,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹155 Cr1,385,000
↑ 193,686
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹149 Cr370,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹139 Cr1,960,000
↑ 160,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹119 Cr3,890,000
↑ 190,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹110 Cr2,820,000
↑ 470,000

2. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 38 in Mid Cap category.  Return for 2018 was -5.3% , 2017 was 44.3% and 2016 was 1.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (19 Nov 19) ₹49.19 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹528 on 30 Sep 19
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.05
Information Ratio 0.92
Alpha Ratio 6.16
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,470
31 Oct 16₹13,108
31 Oct 17₹15,879
31 Oct 18₹15,415
31 Oct 19₹16,355

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 3.2%
3 Month 9.9%
6 Month 6.7%
1 Year 4.9%
3 Year 11.1%
5 Year 9.3%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
2012 41.7%
2011 -17.5%
2010 25.7%
2009 105.3%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 181.01 Yr.
Neelesh Dhamnaskar18 Jul 180.7 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services19.02%
Consumer Cyclical13.9%
Industrials12.93%
Health Care12.72%
Basic Materials11.45%
Utility10.97%
Technology9.2%
Consumer Defensive3.21%
Communication Services2%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
5%₹30 Cr
Whirlpool of India Ltd (Technology)
Equity, Since 31 Jan 19 | 500238
4%₹27 Cr123,201
↑ 995
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
4%₹25 Cr815,152
↑ 82,871
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹24 Cr513,674
↑ 39,959
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
4%₹23 Cr1,100,337
↑ 103,944
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 18 | APOLLOHOSP
4%₹22 Cr151,198
↑ 25,022
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Apr 18 | 532702
4%₹22 Cr1,068,111
↑ 105,081
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 506395
4%₹22 Cr459,382
↑ 77,531
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500043
3%₹21 Cr114,731
↑ 12,503
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Mar 18 | 532514
3%₹20 Cr504,145
↑ 56,437

3. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 29 in Mid Cap category.  Return for 2018 was -9.4% , 2017 was 39.7% and 2016 was 8.5% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (19 Nov 19) ₹958.177 ↑ 5.28   (0.56 %)
Net Assets (Cr) ₹7,188 on 30 Sep 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio 0.08
Information Ratio 0
Alpha Ratio 5.15
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,629
31 Oct 16₹14,074
31 Oct 17₹16,562
31 Oct 18₹15,372
31 Oct 19₹16,748

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 1.7%
3 Month 7.3%
6 Month 5.5%
1 Year 6.3%
3 Year 9.4%
5 Year 9.8%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
2009 107.5%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.84 Yr.
Hari Shyamsunder2 May 163.5 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Prima Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services20.94%
Consumer Cyclical17.86%
Basic Materials17.7%
Industrials11.78%
Utility5.66%
Technology4.77%
Health Care3.97%
Energy3.86%
Consumer Defensive3.36%
Real Estate2.32%
Communication Services0.46%
Asset Allocation
Asset ClassValue
Equity92.7%
Other7.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
7%₹524 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹258 Cr2,098,530
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹233 Cr4,445,770
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹222 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹212 Cr9,688,196
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹206 Cr2,744,401
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
3%₹191 Cr11,970,763
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹191 Cr2,814,830
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 500770
2%₹174 Cr2,956,964
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 16 | NAUKRI
2%₹169 Cr838,016

4. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

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

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 20 in Mid Cap category.  Return for 2018 was -10.2% , 2017 was 39.8% and 2016 was 11.4% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (19 Nov 19) ₹56.309 ↑ 0.10   (0.18 %)
Net Assets (Cr) ₹6,348 on 30 Sep 19
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.5
Sharpe Ratio 0.34
Information Ratio 0.66
Alpha Ratio 10.82
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,514
31 Oct 16₹14,489
31 Oct 17₹17,542
31 Oct 18₹15,727
31 Oct 19₹17,695

DSP BlackRock Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP BlackRock Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 2.9%
3 Month 10.6%
6 Month 7.7%
1 Year 10.2%
3 Year 10.7%
5 Year 11.1%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
2013 1.7%
2012 45%
2011 -27.2%
2010 29.6%
2009 119.1%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 126.92 Yr.
Jay Kothari16 Mar 181.21 Yr.
Resham Jain16 Mar 181.21 Yr.

Data below for DSP BlackRock Midcap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Cyclical23.7%
Basic Materials19.6%
Financial Services15.42%
Health Care10.98%
Industrials10.36%
Consumer Defensive3.93%
Technology3.76%
Real Estate1.91%
Utility1.51%
Asset Allocation
Asset ClassValue
Cash8.53%
Equity91.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
8%₹533 Cr
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹231 Cr1,388,545
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 509930
4%₹227 Cr1,842,282
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK
3%₹217 Cr1,771,040
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | CUB
3%₹217 Cr9,901,942
SRF Ltd (Basic Materials)
Equity, Since 31 Mar 12 | SRF
3%₹204 Cr740,763
Voltas Ltd (Industrials)
Equity, Since 28 Feb 18 | VOLTAS
3%₹197 Cr2,901,555
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 16 | 500086
3%₹197 Cr10,068,962
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | JUBLFOOD
3%₹194 Cr1,427,954
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
3%₹193 Cr1,122,089

5. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 35 in Mid Cap category.  Return for 2018 was -10.8% , 2017 was 42.9% and 2016 was 4.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (19 Nov 19) ₹94.49 ↑ 0.46   (0.49 %)
Net Assets (Cr) ₹1,767 on 30 Sep 19
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -0.11
Information Ratio 0
Alpha Ratio 3
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.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,963
31 Oct 16₹12,785
31 Oct 17₹16,013
31 Oct 18₹14,375
31 Oct 19₹15,083

ICICI Prudential MidCap Fund SIP Returns

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

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 3.4%
3 Month 7.2%
6 Month 2.6%
1 Year 2.1%
3 Year 8.6%
5 Year 7.2%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
2014 87%
2013 7.5%
2012 40.5%
2011 -32.6%
2010 19.6%
2009 100.7%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Mrinal Singh13 May 117.8 Yr.
Mittul Kalawadia6 Apr 162.9 Yr.
Priyanka Khandelwal15 Jun 171.71 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Cyclical21.93%
Financial Services19.71%
Basic Materials17.49%
Industrials13.79%
Health Care6.1%
Technology4.24%
Communication Services3.67%
Utility3.55%
Consumer Defensive1.87%
Energy0.83%
Asset Allocation
Asset ClassValue
Cash5.4%
Equity94.53%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500850
5%₹98 Cr6,435,289
Treps
CBLO/Reverse Repo | -
5%₹95 Cr
PI Industries Ltd (Basic Materials)
Equity, Since 31 Aug 17 | PIIND
5%₹91 Cr638,633
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500770
4%₹83 Cr1,319,438
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jan 18 | 533398
4%₹69 Cr978,027
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 15 | 500086
4%₹69 Cr3,550,219
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532843
4%₹67 Cr4,570,365
↑ 752,604
LIC Housing Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | LICHSGFIN
3%₹63 Cr1,516,560
Voltas Ltd (Industrials)
Equity, Since 30 Jun 18 | VOLTAS
3%₹62 Cr871,254
Future on Nifty 50 Index
- | -
3%₹54 Cr45,075
↑ 45,075

6. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 24 in Mid Cap category.  Return for 2018 was -11.2% , 2017 was 41.7% and 2016 was 11.3% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (19 Nov 19) ₹53.004 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹22,025 on 30 Sep 19
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.17
Information Ratio 0.44
Alpha Ratio 5.04
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,395
31 Oct 16₹14,074
31 Oct 17₹17,107
31 Oct 18₹15,616
31 Oct 19₹16,049

HDFC Mid-Cap Opportunities Fund SIP Returns

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

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 2.6%
3 Month 7%
6 Month 1.5%
1 Year 2.3%
3 Year 7.1%
5 Year 8.8%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
2012 39.6%
2011 -18.3%
2010 32.1%
2009 94.4%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0712.28 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.04%
Financial Services21.38%
Industrials14.61%
Basic Materials11.05%
Health Care7.82%
Technology6.86%
Consumer Defensive1.79%
Asset Allocation
Asset ClassValue
Cash8.2%
Equity90.25%
Debt0.59%
Other0.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
7%₹1,545 Cr
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
5%₹1,000 Cr32,500,000
↓ -319,550
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 524208
3%₹764 Cr9,547,254
Voltas Ltd (Industrials)
Equity, Since 30 Sep 12 | VOLTAS
3%₹724 Cr10,647,500
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | CUB
3%₹723 Cr33,052,000
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹714 Cr15,049,755
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
3%₹666 Cr41,669,982
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹649 Cr8,358,370
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
3%₹601 Cr12,420,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 11 | TORNTPHARM
3%₹567 Cr3,400,000

7. Kotak Emerging Equity Scheme

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

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2018 was -11.7% , 2017 was 43% and 2016 was 10.4% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (19 Nov 19) ₹39.488 ↑ 0.09   (0.22 %)
Net Assets (Cr) ₹4,960 on 30 Sep 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.29
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,844
31 Oct 16₹14,673
31 Oct 17₹17,751
31 Oct 18₹15,761
31 Oct 19₹17,723

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 3.8%
3 Month 9.4%
6 Month 7.3%
1 Year 9.3%
3 Year 10.4%
5 Year 11.1%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
2009 77.7%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 109.28 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Sep 19

Equity Sector Allocation
SectorValue
Basic Materials24.97%
Financial Services19.5%
Consumer Cyclical16.93%
Industrials12%
Health Care8.49%
Consumer Defensive4.3%
Technology3.88%
Utility2.36%
Energy1.51%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash3.59%
Equity96.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
4%₹215 Cr
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
4%₹196 Cr1,685,449
↑ 149,097
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹194 Cr1,359,874
↑ 40,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹183 Cr2,331,107
↑ 262,068
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹181 Cr3,802,230
↑ 122,424
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹174 Cr404,233
↑ 3,847
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹171 Cr397,984
↑ 28,950
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹144 Cr1,278,135
↑ 37,764
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹144 Cr2,094,935
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹126 Cr3,968,761
↑ 350,000

8. L&T Midcap Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 5 in Mid Cap category.  Return for 2018 was -12% , 2017 was 52.3% and 2016 was 9.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (19 Nov 19) ₹131.28 ↑ 0.61   (0.47 %)
Net Assets (Cr) ₹5,380 on 30 Sep 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.25
Information Ratio 0.83
Alpha Ratio 3.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,608
31 Oct 16₹14,178
31 Oct 17₹19,087
31 Oct 18₹16,769
31 Oct 19₹17,401

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 2.4%
3 Month 8.9%
6 Month 4%
1 Year 0.3%
3 Year 10.2%
5 Year 10.7%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
2009 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 136.28 Yr.
Vihang Naik28 Jun 163.26 Yr.

Data below for L&T Midcap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Basic Materials23.33%
Financial Services18.48%
Consumer Cyclical16.56%
Industrials14.38%
Health Care8.47%
Real Estate3.75%
Consumer Defensive3.12%
Technology2.11%
Utility0.96%
Energy0.62%
Asset Allocation
Asset ClassValue
Cash4.23%
Equity96.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹247 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹164 Cr7,750,300
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹158 Cr2,014,400
↑ 15,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹147 Cr4,825,800
↑ 943,803
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 531213
2%₹135 Cr7,955,789
↑ 1,978,189
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹133 Cr4,060,500
↑ 328,900
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹130 Cr2,460,355
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹123 Cr62,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹120 Cr102,000
↓ -15,485
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹116 Cr742,000

9. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2018 was -12.7% , 2017 was 30.8% and 2016 was 5.2% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (19 Nov 19) ₹26.5825 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹1,570 on 30 Sep 19
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.28
Information Ratio 0.08
Alpha Ratio 11.91
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹12,832
31 Oct 16₹15,262
31 Oct 17₹16,287
31 Oct 18₹14,904
31 Oct 19₹16,840

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 3.4%
3 Month 12.7%
6 Month 8.6%
1 Year 14%
3 Year 7.8%
5 Year 9.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 144.94 Yr.
Akash Singhania28 Jul 171.51 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services38.67%
Consumer Cyclical33.02%
Industrials11.88%
Basic Materials10.08%
Health Care3.51%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹162 Cr400,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
9%₹138 Cr6,300,000
↑ 300,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
8%₹129 Cr1,900,000
↑ 100,000
HDFC Asset Management Company Limited (Financial Services)
Equity, Since 31 Aug 18 | 541729
7%₹112 Cr400,000
↑ 15,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
7%₹108 Cr4,300,000
↑ 300,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹99 Cr1,500,000
↑ 200,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
5%₹86 Cr38,000
↑ 3,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
5%₹71 Cr415,000
↑ 15,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Mar 19 | 500820
4%₹70 Cr400,000
↓ -400,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | JUBLFOOD
4%₹68 Cr499,998
↑ 149,998

10. TATA Mid Cap Growth Fund

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

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch.  Ranked 31 in Mid Cap category.  Return for 2018 was -13% , 2017 was 49.8% and 2016 was -2.2% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (19 Nov 19) ₹140.005 ↓ -0.05   (-0.03 %)
Net Assets (Cr) ₹718 on 30 Sep 19
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.49
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,919
31 Oct 16₹13,215
31 Oct 17₹16,141
31 Oct 18₹14,211
31 Oct 19₹16,355

TATA Mid Cap Growth Fund SIP Returns

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

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 19

DurationReturns
1 Month 2.7%
3 Month 8.2%
6 Month 5.8%
1 Year 10.4%
3 Year 11.2%
5 Year 8.9%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
2012 37.7%
2011 -22.7%
2010 16.7%
2009 91.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Rupesh Patel27 Jun 172.35 Yr.
Ennette Fernandes18 Jun 181.37 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Cyclical21.75%
Financial Services19.71%
Industrials16%
Basic Materials15.63%
Health Care6.38%
Utility3.93%
Consumer Defensive3.84%
Real Estate3.66%
Energy1.85%
Technology1.76%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
7%₹56 Cr310,000
↓ -30,000
A) Repo
CBLO/Reverse Repo | -
6%₹46 Cr
Voltas Ltd (Industrials)
Equity, Since 31 May 18 | VOLTAS
5%₹39 Cr555,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
5%₹37 Cr257,200
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 532478
4%₹29 Cr225,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 19 | M&MFIN
4%₹26 Cr750,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | CUB
3%₹25 Cr1,177,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
3%₹24 Cr451,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 500850
3%₹24 Cr1,600,000
Vinati Organics Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 524200
3%₹23 Cr104,000

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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