Best Performing Mid Cap Funds of 2025

Updated on March 18, 2026 , 2599 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 2025, as the Sensex reached a new benchmark a number of mid-cap companies also performed well due to preferable economic conditions. The top and Best Mid Cap Funds on the basis of performance (returns) for the year 2025 are as follows.

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Fund Selection Methodology used to find 10 funds

Category: Equity
Sub-category: Mid%20Cap
AUM Range: 100%20TO%2050000 Cr
Sorted On : Last calendar-year return (2025) (high to low)
Tags: fcpro
No Of Funds: 10

Top and Best Performing Mid Cap Funds for year 2025 Based on Returns

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
ICICI Prudential MidCap Fund Growth	₹298.56 ↑ 0.91	₹7,280	11.1	27	32.8	3.1	44.8
Invesco India Mid Cap Fund Growth	₹163.46 ↑ 0.38	₹10,772	6.3	43.1	34.1	0.5	43.1
TATA Mid Cap Growth Fund Growth	₹412.024 ↑ 3.20	₹5,505	5.8	22.7	40.5	0.6	40
Aditya Birla Sun Life Midcap Fund Growth	₹723.81 ↑ 3.65	₹6,130	4.4	22	39.9	-5.3	50.4
Sundaram Mid Cap Fund Growth	₹1,308.76 ↑ 5.75	₹13,235	4.1	32	40.4	4.8	37.5
Edelweiss Mid Cap Fund Growth	₹95.134 ↑ 0.25	₹14,355	3.8	38.9	38.4	2.4	50.3
BNP Paribas Mid Cap Fund Growth	₹98.0718 ↑ 0.32	₹2,341	2.5	28.5	32.6	4.7	41.5
DSP Midcap Fund Growth	₹137.366 ↑ 0.45	₹19,641	1.7	22.4	38.4	-4.9	28.3
Franklin India Prima Fund Growth	₹2,483.75 ↑ 9.48	₹12,328	1.6	31.8	36.8	2.2	32.6
Axis Mid Cap Fund Growth	₹105.76 ↑ 0.15	₹31,977	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 20 Mar 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 (₹7,280 Cr).	Lower mid AUM (₹10,772 Cr).	Bottom quartile AUM (₹5,505 Cr).	Bottom quartile AUM (₹6,130 Cr).	Upper mid AUM (₹13,235 Cr).	Upper mid AUM (₹14,355 Cr).	Bottom quartile AUM (₹2,341 Cr).	Top quartile AUM (₹19,641 Cr).	Upper mid AUM (₹12,328 Cr).	Highest AUM (₹31,977 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 (15+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (top quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 18.72% (upper mid).	5Y return: 18.91% (top quartile).	5Y return: 16.35% (lower mid).	5Y return: 15.78% (lower mid).	5Y return: 17.96% (upper mid).	5Y return: 19.55% (top quartile).	5Y return: 16.37% (upper mid).	5Y return: 12.78% (bottom quartile).	5Y return: 14.96% (bottom quartile).	5Y return: 14.33% (bottom quartile).
Point 6	3Y return: 23.91% (upper mid).	3Y return: 24.77% (top quartile).	3Y return: 20.37% (upper mid).	3Y return: 18.73% (bottom quartile).	3Y return: 22.99% (upper mid).	3Y return: 23.92% (top quartile).	3Y return: 19.77% (lower mid).	3Y return: 19.11% (bottom quartile).	3Y return: 19.61% (lower mid).	3Y return: 18.65% (bottom quartile).
Point 7	1Y return: 16.61% (top quartile).	1Y return: 8.62% (top quartile).	1Y return: 7.10% (lower mid).	1Y return: 3.26% (bottom quartile).	1Y return: 7.63% (upper mid).	1Y return: 7.40% (upper mid).	1Y return: 7.25% (upper mid).	1Y return: 6.90% (lower mid).	1Y return: 0.33% (bottom quartile).	1Y return: 5.56% (bottom quartile).
Point 8	Alpha: 7.09 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 2.00 (upper mid).	Alpha: -2.93 (bottom quartile).	Alpha: 2.64 (upper mid).	Alpha: 1.12 (lower mid).	Alpha: 2.75 (top quartile).	Alpha: 2.54 (upper mid).	Alpha: -6.12 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.77 (top quartile).	Sharpe: 1.21 (lower mid).	Sharpe: 1.43 (upper mid).	Sharpe: 1.02 (bottom quartile).	Sharpe: 1.49 (upper mid).	Sharpe: 1.33 (lower mid).	Sharpe: 1.59 (top quartile).	Sharpe: 1.46 (upper mid).	Sharpe: 0.78 (bottom quartile).	Sharpe: 1.19 (bottom quartile).
Point 10	Information ratio: 0.34 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.61 (lower mid).	Information ratio: -0.93 (bottom quartile).	Information ratio: 0.16 (upper mid).	Information ratio: 0.33 (top quartile).	Information ratio: -0.68 (lower mid).	Information ratio: -0.74 (bottom quartile).	Information ratio: -0.76 (bottom quartile).	Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.72% (upper mid).
3Y return: 23.91% (upper mid).
1Y return: 16.61% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (top quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.91% (top quartile).
3Y return: 24.77% (top quartile).
1Y return: 8.62% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.21 (lower mid).
Information ratio: 0.00 (upper mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,505 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.35% (lower mid).
3Y return: 20.37% (upper mid).
1Y return: 7.10% (lower mid).
Alpha: 2.00 (upper mid).
Sharpe: 1.43 (upper mid).
Information ratio: -0.61 (lower mid).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹6,130 Cr).
Established history (23+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 15.78% (lower mid).
3Y return: 18.73% (bottom quartile).
1Y return: 3.26% (bottom quartile).
Alpha: -2.93 (bottom quartile).
Sharpe: 1.02 (bottom quartile).
Information ratio: -0.93 (bottom quartile).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,235 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.96% (upper mid).
3Y return: 22.99% (upper mid).
1Y return: 7.63% (upper mid).
Alpha: 2.64 (upper mid).
Sharpe: 1.49 (upper mid).
Information ratio: 0.16 (upper mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 19.55% (top quartile).
3Y return: 23.92% (top quartile).
1Y return: 7.40% (upper mid).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (lower mid).
Information ratio: 0.33 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 16.37% (upper mid).
3Y return: 19.77% (lower mid).
1Y return: 7.25% (upper mid).
Alpha: 2.75 (top quartile).
Sharpe: 1.59 (top quartile).
Information ratio: -0.68 (lower mid).

DSP Midcap Fund

Top quartile AUM (₹19,641 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.78% (bottom quartile).
3Y return: 19.11% (bottom quartile).
1Y return: 6.90% (lower mid).
Alpha: 2.54 (upper mid).
Sharpe: 1.46 (upper mid).
Information ratio: -0.74 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,328 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.96% (bottom quartile).
3Y return: 19.61% (lower mid).
1Y return: 0.33% (bottom quartile).
Alpha: -6.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -0.76 (bottom quartile).

Axis Mid Cap Fund

Highest AUM (₹31,977 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.33% (bottom quartile).
3Y return: 18.65% (bottom quartile).
1Y return: 5.56% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.19 (bottom quartile).
Information ratio: 0.00 (upper mid).

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Updates: Regular refreshes so performance data reflects current market conditions.

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Top 10 Performing Mid Cap Funds for 2025

1. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

Lower mid AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.72% (upper mid).
3Y return: 23.91% (upper mid).
1Y return: 16.61% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (top quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.8%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (20 Mar 26)	₹298.56 ↑ 0.91 (0.31 %)
Net Assets (Cr)	₹7,280 on 28 Feb 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.77
Information Ratio	0.34
Alpha Ratio	7.09
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
28 Feb 21	₹10,000
28 Feb 22	₹11,990
28 Feb 23	₹12,607
29 Feb 24	₹18,989
28 Feb 25	₹19,219
28 Feb 26	₹25,523

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 20 Mar 26

Duration	Returns
1 Month	-6.6%
3 Month	-3.9%
6 Month	-1.7%
1 Year	16.6%
3 Year	23.9%
5 Year	18.7%
10 Year
15 Year
Since launch	17.2%

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	3.67 Yr.
Sharmila D’mello	31 Jul 22	3.58 Yr.

Data below for ICICI Prudential MidCap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Basic Materials	27.56%
Industrials	23.51%
Financial Services	20.83%
Consumer Cyclical	12.86%
Communication Services	5.72%
Real Estate	5.42%
Health Care	1.8%
Technology	0.46%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.69%
Equity	98.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹347 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹318 Cr	1,425,196
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹303 Cr	1,239,860
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹295 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	4%	₹276 Cr	824,501
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹274 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹241 Cr	3,106,731
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹225 Cr	3,128,459
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| BHARATFORG	3%	₹225 Cr	1,174,895
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹221 Cr	1,376,584

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.

Research Highlights for Invesco India Mid Cap Fund

Lower mid AUM (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.91% (top quartile).
3Y return: 24.77% (top quartile).
1Y return: 8.62% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.21 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding The Federal Bank Ltd (~6.2%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (20 Mar 26)	₹163.46 ↑ 0.38 (0.23 %)
Net Assets (Cr)	₹10,772 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	1.21
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
28 Feb 21	₹10,000
28 Feb 22	₹11,929
28 Feb 23	₹12,464
29 Feb 24	₹18,552
28 Feb 25	₹20,486
28 Feb 26	₹25,734

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 20 Mar 26

Duration	Returns
1 Month	-9.1%
3 Month	-11.3%
6 Month	-11.6%
1 Year	8.6%
3 Year	24.8%
5 Year	18.9%
10 Year
15 Year
Since launch	15.9%

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	2.31 Yr.

Data below for Invesco India Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.98%
Health Care	19.6%
Consumer Cyclical	17.71%
Industrials	9.84%
Real Estate	7.99%
Technology	5.07%
Basic Materials	4.16%

Asset Allocation

Asset Class	Value
Cash	0.65%
Equity	99.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹669 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	5%	₹569 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹538 Cr	3,865,599 ↑ 311,192
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹521 Cr	4,774,196
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹514 Cr	1,899,237 ↑ 380,004
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹495 Cr	16,397,045 ↑ 1,466,599
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹479 Cr	16,854,973
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹448 Cr	2,468,180
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹442 Cr	3,883,813 ↑ 645,247
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹432 Cr	895,333 ↑ 81,321

3. 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.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,505 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.35% (lower mid).
3Y return: 20.37% (upper mid).
1Y return: 7.10% (lower mid).
Alpha: 2.00 (upper mid).
Sharpe: 1.43 (upper mid).
Information ratio: -0.61 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Indian Bank (~3.3%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (20 Mar 26)	₹412.024 ↑ 3.20 (0.78 %)
Net Assets (Cr)	₹5,505 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.43
Information Ratio	-0.61
Alpha Ratio	2
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
28 Feb 21	₹10,000
28 Feb 22	₹12,111
28 Feb 23	₹12,607
29 Feb 24	₹19,047
28 Feb 25	₹18,925
28 Feb 26	₹23,269

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 20 Mar 26

Duration	Returns
1 Month	-7.9%
3 Month	-8.2%
6 Month	-6.2%
1 Year	7.1%
3 Year	20.4%
5 Year	16.3%
10 Year
15 Year
Since launch	12.4%

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	4.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	22.99%
Industrials	14.07%
Consumer Cyclical	13.92%
Health Care	12.49%
Basic Materials	10.96%
Technology	5.83%
Consumer Defensive	3.91%
Communication Services	3.9%
Real Estate	2.29%
Utility	1.68%
Energy	1.43%

Asset Allocation

Asset Class	Value
Cash	6.53%
Equity	93.47%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹182 Cr	1,835,455
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹180 Cr	6,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	3%	₹164 Cr	727,866 ↑ 200,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹147 Cr	2,300,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹144 Cr	1,500,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹144 Cr	1,500,000 ↑ 900,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹136 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| GLENMARK	2%	₹128 Cr	600,000
One97 Communications Ltd (Technology) Equity, Since 31 Dec 25 \| 543396	2%	₹121 Cr	1,100,000 ↑ 250,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹119 Cr	1,001,126

4. Aditya Birla Sun Life Midcap Fund

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

Bottom quartile AUM (₹6,130 Cr).
Established history (23+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 15.78% (lower mid).
3Y return: 18.73% (bottom quartile).
1Y return: 3.26% (bottom quartile).
Alpha: -2.93 (bottom quartile).
Sharpe: 1.02 (bottom quartile).
Information ratio: -0.93 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Max Financial Services Ltd (~3.6%).

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund Growth
Launch Date	3 Oct 02
NAV (20 Mar 26)	₹723.81 ↑ 3.65 (0.51 %)
Net Assets (Cr)	₹6,130 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	1.02
Information Ratio	-0.93
Alpha Ratio	-2.93
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
28 Feb 21	₹10,000
28 Feb 22	₹12,955
28 Feb 23	₹12,875
29 Feb 24	₹18,472
28 Feb 25	₹18,999
28 Feb 26	₹22,630

Aditya Birla Sun Life Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Aditya Birla Sun Life 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 20 Mar 26

Duration	Returns
1 Month	-8.3%
3 Month	-9.8%
6 Month	-9.7%
1 Year	3.3%
3 Year	18.7%
5 Year	15.8%
10 Year
15 Year
Since launch	20%

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	1.33 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	23.42%
Consumer Cyclical	17.16%
Basic Materials	15.95%
Industrials	14.62%
Technology	9.55%
Health Care	6.92%
Real Estate	5%
Utility	2.81%
Consumer Defensive	1.92%
Communication Services	0.84%

Asset Allocation

Asset Class	Value
Cash	1.79%
Equity	98.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| MFSL	4%	₹222 Cr	1,225,565
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| FEDERALBNK	3%	₹211 Cr	7,043,431
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	3%	₹195 Cr	873,080
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹194 Cr	342,940
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| AUBANK	3%	₹193 Cr	2,011,167
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 19 \| TORNTPOWER	3%	₹172 Cr	1,100,000
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	3%	₹168 Cr	539,138
KEI Industries Ltd (Industrials) Equity, Since 31 May 25 \| 517569	2%	₹143 Cr	281,334
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 31 Aug 20 \| KPRMILL	2%	₹135 Cr	1,500,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Jun 25 \| DIXON	2%	₹133 Cr	126,270 ↑ 5,845

5. Sundaram Mid Cap Fund

(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

Upper mid AUM (₹13,235 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.96% (upper mid).
3Y return: 22.99% (upper mid).
1Y return: 7.63% (upper mid).
Alpha: 2.64 (upper mid).
Sharpe: 1.49 (upper mid).
Information ratio: 0.16 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (20 Mar 26)	₹1,308.76 ↑ 5.75 (0.44 %)
Net Assets (Cr)	₹13,235 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	1.49
Information Ratio	0.16
Alpha Ratio	2.64
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
28 Feb 21	₹10,000
28 Feb 22	₹11,756
28 Feb 23	₹12,516
29 Feb 24	₹19,012
28 Feb 25	₹19,816
28 Feb 26	₹24,742

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Sundaram 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 20 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-8.4%
6 Month	-7.7%
1 Year	7.6%
3 Year	23%
5 Year	18%
10 Year
15 Year
Since launch	22.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.01 Yr.
Shalav Saket	31 Dec 25	0.16 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	21.22%
Industrials	16.23%
Consumer Cyclical	15.62%
Health Care	9.91%
Basic Materials	9.67%
Technology	6.68%
Consumer Defensive	6.25%
Real Estate	3.53%
Utility	2.73%
Communication Services	2.71%
Energy	2.08%

Asset Allocation

Asset Class	Value
Cash	3.27%
Equity	96.71%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹533 Cr	1,087,767 ↓ -31,544
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹447 Cr	1,161,757 ↓ -29,598
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹430 Cr	11,498,475 ↓ -13,029
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹356 Cr	1,601,739
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹312 Cr	10,399,688 ↓ -182,738
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹283 Cr	2,859,289
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| 539437	2%	₹281 Cr	38,278,844 ↑ 300,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹276 Cr	6,735,835
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹276 Cr	2,219,329 ↓ -160,889
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹275 Cr	6,264,200

6. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

Upper mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 19.55% (top quartile).
3Y return: 23.92% (top quartile).
1Y return: 7.40% (upper mid).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (lower mid).
Information ratio: 0.33 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Marico Ltd (~2.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (20 Mar 26)	₹95.134 ↑ 0.25 (0.26 %)
Net Assets (Cr)	₹14,355 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	1.33
Information Ratio	0.33
Alpha Ratio	1.12
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
28 Feb 21	₹10,000
28 Feb 22	₹12,244
28 Feb 23	₹13,055
29 Feb 24	₹19,720
28 Feb 25	₹21,295
28 Feb 26	₹26,435

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26

Duration	Returns
1 Month	-7.8%
3 Month	-8.4%
6 Month	-7.6%
1 Year	7.4%
3 Year	23.9%
5 Year	19.6%
10 Year
15 Year
Since launch	13.2%

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	1.38 Yr.
Trideep Bhattacharya	1 Oct 21	4.41 Yr.
Raj Koradia	1 Aug 24	1.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	29.15%
Industrials	13.9%
Consumer Cyclical	13.5%
Basic Materials	11.16%
Health Care	8.33%
Technology	5.74%
Consumer Defensive	4.88%
Communication Services	3.24%
Energy	2.94%
Real Estate	2.24%
Utility	1.67%

Asset Allocation

Asset Class	Value
Cash	3.25%
Equity	96.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹348 Cr	4,417,032
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹335 Cr	1,372,945
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹335 Cr	11,159,723
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹326 Cr	3,454,648
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹309 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹287 Cr	1,286,528
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 539437	2%	₹283 Cr	38,471,898 ↑ 5,202,889
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹274 Cr	5,661,327 ↑ 266,825
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| AUBANK	2%	₹272 Cr	2,842,581 ↑ 483,803
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 19 \| JKCEMENT	2%	₹253 Cr	447,202 ↑ 75,771

7. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 16.37% (upper mid).
3Y return: 19.77% (lower mid).
1Y return: 7.25% (upper mid).
Alpha: 2.75 (top quartile).
Sharpe: 1.59 (top quartile).
Information ratio: -0.68 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~4.1%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (20 Mar 26)	₹98.0718 ↑ 0.32 (0.33 %)
Net Assets (Cr)	₹2,341 on 28 Feb 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	1.59
Information Ratio	-0.68
Alpha Ratio	2.75
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
28 Feb 21	₹10,000
28 Feb 22	₹12,180
28 Feb 23	₹12,632
29 Feb 24	₹18,532
28 Feb 25	₹18,890
28 Feb 26	₹23,019

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26

Duration	Returns
1 Month	-6.8%
3 Month	-5.9%
6 Month	-4.3%
1 Year	7.2%
3 Year	19.8%
5 Year	16.4%
10 Year
15 Year
Since launch	12.2%

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	0.25 Yr.
Himanshu Singh	21 Oct 24	1.36 Yr.

Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	24.67%
Industrials	17.73%
Consumer Cyclical	17.23%
Basic Materials	12.25%
Health Care	12.21%
Technology	5.57%
Energy	2.06%
Real Estate	1.91%
Consumer Defensive	1.03%
Communication Services	0.86%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	95.54%
Debt	0.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹96 Cr	250,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹77 Cr	30,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹73 Cr	740,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	3%	₹60 Cr	2,000,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹60 Cr	95,608 ↓ -4,392
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	2%	₹53 Cr	2,000,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 24 \| HINDPETRO	2%	₹48 Cr	1,100,000
Sundaram Finance Ltd (Financial Services) Equity, Since 31 May 16 \| SUNDARMFIN	2%	₹47 Cr	85,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹47 Cr	315,000 ↓ -35,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| IPCALAB	2%	₹46 Cr	300,000

8. DSP 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

Research Highlights for DSP Midcap Fund

Top quartile AUM (₹19,641 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.78% (bottom quartile).
3Y return: 19.11% (bottom quartile).
1Y return: 6.90% (lower mid).
Alpha: 2.54 (upper mid).
Sharpe: 1.46 (upper mid).
Information ratio: -0.74 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Ipca Laboratories Ltd (~3.1%).

Below is the key information for DSP Midcap Fund

DSP Midcap Fund Growth
Launch Date	14 Nov 06
NAV (20 Mar 26)	₹137.366 ↑ 0.45 (0.33 %)
Net Assets (Cr)	₹19,641 on 28 Feb 26
Category	Equity - Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	1.46
Information Ratio	-0.74
Alpha Ratio	2.54
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
28 Feb 21	₹10,000
28 Feb 22	₹11,276
28 Feb 23	₹11,197
29 Feb 24	₹15,725
28 Feb 25	₹16,063
28 Feb 26	₹19,941

DSP Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for DSP 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 20 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-7.9%
6 Month	-8.9%
1 Year	6.9%
3 Year	19.1%
5 Year	12.8%
10 Year
15 Year
Since launch	14.5%

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	13.67 Yr.
Abhishek Ghosh	1 Sep 22	3.5 Yr.

Data below for DSP Midcap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	23.47%
Consumer Cyclical	17.55%
Basic Materials	14.36%
Industrials	13.59%
Health Care	10.26%
Technology	7.31%
Communication Services	3.14%
Energy	2.87%
Real Estate	2.23%
Consumer Defensive	0.99%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 May 13 \| IPCALAB	3%	₹611 Cr	3,996,207 ↓ -294,729
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹586 Cr	4,941,275
Voltas Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| VOLTAS	3%	₹568 Cr	3,639,527
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| SCHAEFFLER	3%	₹551 Cr	1,265,170
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Oct 24 \| JINDALSTEL	3%	₹544 Cr	4,374,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 24 \| FORTIS	3%	₹539 Cr	5,713,758
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 15 \| MFSL	3%	₹534 Cr	2,946,419
Coromandel International Ltd (Basic Materials) Equity, Since 30 Sep 14 \| COROMANDEL	3%	₹507 Cr	2,282,965
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 16 \| FEDERALBNK	2%	₹471 Cr	15,691,347
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| BHARATFORG	2%	₹461 Cr	2,413,073

9. 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.

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹12,328 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.96% (bottom quartile).
3Y return: 19.61% (lower mid).
1Y return: 0.33% (bottom quartile).
Alpha: -6.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -0.76 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.7%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (20 Mar 26)	₹2,483.75 ↑ 9.48 (0.38 %)
Net Assets (Cr)	₹12,328 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.78
Information Ratio	-0.76
Alpha Ratio	-6.12
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
28 Feb 21	₹10,000
28 Feb 22	₹11,156
28 Feb 23	₹11,889
29 Feb 24	₹17,361
28 Feb 25	₹18,581
28 Feb 26	₹21,529

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 20 Mar 26

Duration	Returns
1 Month	-9.1%
3 Month	-11.2%
6 Month	-11%
1 Year	0.3%
3 Year	19.6%
5 Year	15%
10 Year
15 Year
Since launch	18.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.6%
2023	31.8%
2022	36.8%
2021	2.2%
2020	32.6%
2019	17.8%
2018	3.5%
2017	-9.4%
2016	39.7%
2015	8.5%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.09 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.
Akhil Kalluri	7 Feb 22	4.06 Yr.

Data below for Franklin India Prima Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	21.33%
Industrials	15.34%
Consumer Cyclical	13.73%
Basic Materials	11.42%
Health Care	10.56%
Technology	7.61%
Real Estate	5.59%
Consumer Defensive	3.69%
Communication Services	3.44%
Utility	2.02%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	95.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹332 Cr	11,074,683
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹281 Cr	7,219,684
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹277 Cr	7,413,356
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹268 Cr	1,199,891 ↓ -300,000
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹265 Cr	1,152,885 ↑ 100,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹246 Cr	1,295,000 ↑ 120,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 539437	2%	₹231 Cr	31,393,177
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹230 Cr	10,850,000
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹228 Cr	1,257,487
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹227 Cr	1,631,918

10. 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.

Research Highlights for Axis Mid Cap Fund

Highest AUM (₹31,977 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.33% (bottom quartile).
3Y return: 18.65% (bottom quartile).
1Y return: 5.56% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.19 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~4.0%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (20 Mar 26)	₹105.76 ↑ 0.15 (0.14 %)
Net Assets (Cr)	₹31,977 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	1.19
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
28 Feb 21	₹10,000
28 Feb 22	₹12,184
28 Feb 23	₹12,206
29 Feb 24	₹16,720
28 Feb 25	₹17,650
28 Feb 26	₹21,316

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 20 Mar 26

Duration	Returns
1 Month	-6.6%
3 Month	-6.5%
6 Month	-8.8%
1 Year	5.6%
3 Year	18.6%
5 Year	14.3%
10 Year
15 Year
Since launch	16.9%

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	9.27 Yr.
Nitin Arora	3 Aug 23	2.58 Yr.
Krishnaa N	1 Mar 24	2 Yr.

Data below for Axis Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.15%
Industrials	19.08%
Financial Services	18.53%
Health Care	10.24%
Basic Materials	7.85%
Technology	5.6%
Communication Services	2.86%
Real Estate	2.5%
Utility	1.51%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	7.94%
Equity	91.83%
Debt	0.2%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,273 Cr	42,439,122 ↑ 2,848,417
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| FORTIS	4%	₹1,231 Cr	13,060,764
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹872 Cr	3,569,065
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	2%	₹763 Cr	1,982,807 ↑ 116,524
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹735 Cr	1,686,972 ↑ 80,977
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| INDHOTEL	2%	₹721 Cr	10,812,201
Nifty Bank Future Mar 26 - \| -	2%	₹630 Cr	103,380 ↑ 103,380
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| PHOENIXLTD	2%	₹614 Cr	3,700,614
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| COROMANDEL	2%	₹598 Cr	2,692,866
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| TVSMOTOR	2%	₹580 Cr	1,498,641

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.