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11 Best Performing Mid Cap Mutual Funds to Invest In 2023

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Best Mid Cap Mutual Funds 2023

Updated on November 28, 2023 , 83248 views

Looking for the best mid cap Mutual Funds to invest in 2023? Well, many investors are inclining towards Investing in mid-caps because they are considered to be the future Market leaders. When an investor invests in mid-caps for a long-term, they prefer those companies that they think will be tomorrow’s runway successes.

Traditionally, mid-caps are typically mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps (some countries even Call them giant caps).

With the right business strategy, good management for execution, and being nimble towards changes makes mid-cap companies grow rapidly. Investors seeking to make higher gains than large-caps look towards mid-caps for investing, this, however, comes with higher risk (or Volatility). Institutional investors like mutual funds and Foreign Institutional Investors (FIIs) are increasingly investing in top mid-caps and mid cap funds to enhance their gains in the equity markets.

Why Should you Invest in Mid Cap Funds

Some of the benefits of investing in mid-cap funds are:

  • They have a stronger wealth bearing potential as compared to large caps given a long-term holding; they typically perform better than the latter in bullish markets and when markets have been on the upswing for long
  • Mid-cap companies have more potential for growth than large-caps
  • Such firms respond faster to new innovations and changes in the market as they tend to be more focused, specialised in their niche and are nimble footed
  • Mid-cap stocks are lower in volatility than small cap stocks
  • Due to their potential of growing faster, they often tend to outperform Large cap funds over a longer period

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Advantages of Midcap funds

If we consider a long-term History of Mutual Funds, then mid -cap funds have consistently outperformed large-cap funds. In fact, the very nature of the fund is that its trend is not likely to change any soon. The mid-cap funds are relatively underfollowed in stock markets as compared with large-cap funds. This provides the investors with a huge opportunity to seek fast growth in their investments using these funds.

Top 11 Best Mid Cap Mutual Funds to Invest in FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹50.88
↑ 0.38
₹9,1024.81312.825.923.7-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹67.7392
↑ 0.88
₹6,0608.421.33034.223.510.7
Edelweiss Mid Cap Fund Growth ₹68.289
↑ 0.57
₹3,793922.12728.1222.4
SBI Magnum Mid Cap Fund Growth ₹187.233
↑ 1.44
₹13,202617.726.329.521.93
HDFC Mid-Cap Opportunities Fund Growth ₹138.839
↑ 0.64
₹47,8467.625.933.830.821.712.3
Kotak Emerging Equity Scheme Growth ₹95.852
↑ 0.81
₹33,700619.623.926.721.65.1
TATA Mid Cap Growth Fund Growth ₹330.585
↑ 3.06
₹2,5217.624.231.225.620.90.6
BNP Paribas Mid Cap Fund Growth ₹75.8292
↑ 0.64
₹1,4717.122.624.825.820.14.7
Invesco India Mid Cap Fund Growth ₹114.38
↑ 1.06
₹3,4187.319.925.724.519.40.5
UTI Mid Cap Fund Growth ₹236.77
↑ 1.90
₹8,735519.82323.919-0.8
Axis Mid Cap Fund Growth ₹81.78
↑ 0.91
₹21,9624.414.519.519.718.8-5.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Nov 23

*List of top Mid Cap mutual funds having minimum 200 Crore Net Assets / Assets Under Management (AUM), Sorted on 5 Year CAGR Return.

1. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (30 Nov 23) ₹50.88 ↑ 0.38   (0.75 %)
Net Assets (Cr) ₹9,102 on 31 Oct 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio -0.13
Information Ratio -0.64
Alpha Ratio -11.79
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,188
30 Nov 20₹14,491
30 Nov 21₹24,002
30 Nov 22₹25,645
30 Nov 23₹28,926

PGIM India Midcap 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for PGIM India Midcap 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 30 Nov 23

DurationReturns
1 Month 7.8%
3 Month 4.8%
6 Month 13%
1 Year 12.8%
3 Year 25.9%
5 Year 23.7%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 230.59 Yr.
Puneet Pal16 Jul 221.3 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 230.2 Yr.
Utsav Mehta1 Nov 230 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical18.6%
Industrials18.59%
Financial Services18.18%
Basic Materials10.25%
Health Care9.58%
Technology8.81%
Real Estate3.97%
Utility3.66%
Consumer Defensive2.46%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.11%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
3%₹290 Cr919,677
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹263 Cr1,447,055
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹262 Cr4,562,120
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹236 Cr2,073,090
↓ -250,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹231 Cr796,219
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹224 Cr100,119
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532343
2%₹218 Cr1,368,659
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
2%₹211 Cr1,428,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹208 Cr1,193,854
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹204 Cr399,033

2. 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 21.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (30 Nov 23) ₹67.7392 ↑ 0.88   (1.31 %)
Net Assets (Cr) ₹6,060 on 31 Oct 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 0.92
Information Ratio 0.39
Alpha Ratio -0.23
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
30 Nov 18₹10,000
30 Nov 19₹11,255
30 Nov 20₹11,916
30 Nov 21₹18,584
30 Nov 22₹22,126
30 Nov 23₹28,775

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 ₹543,623.
Net Profit of ₹243,623
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 30 Nov 23

DurationReturns
1 Month 9.3%
3 Month 8.4%
6 Month 21.3%
1 Year 30%
3 Year 34.2%
5 Year 23.5%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.34 Yr.
Ankush Sood11 Nov 220.97 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology26.36%
Financial Services18.02%
Consumer Cyclical15.41%
Basic Materials13.15%
Industrials12.83%
Real Estate6.74%
Health Care3.24%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹616 Cr1,000,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹548 Cr25,000,000
↑ 1,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹499 Cr47,500,000
↓ -5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
8%₹489 Cr4,300,000
↓ -125,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹397 Cr796,000
↑ 96,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹365 Cr3,000,000
↓ -500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹363 Cr1,825,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
6%₹358 Cr1,400,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
5%₹318 Cr4,150,000
↓ -850,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
4%₹254 Cr6,499,975
↑ 250,000

3. 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.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 22 in Mid Cap category.  Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (30 Nov 23) ₹68.289 ↑ 0.57   (0.84 %)
Net Assets (Cr) ₹3,793 on 31 Oct 23
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 0.87
Information Ratio -0.62
Alpha Ratio -3.02
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,676
30 Nov 20₹12,887
30 Nov 21₹19,554
30 Nov 22₹21,318
30 Nov 23₹27,066

Edelweiss 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 ₹530,691.
Net Profit of ₹230,691
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 30 Nov 23

DurationReturns
1 Month 10.1%
3 Month 9%
6 Month 22.1%
1 Year 27%
3 Year 28.1%
5 Year 22%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.08 Yr.
Sahil Shah24 Dec 211.85 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical21.73%
Financial Services21.44%
Industrials16.02%
Technology11.32%
Basic Materials10.32%
Health Care9.99%
Real Estate2.77%
Utility2%
Consumer Defensive1.83%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹173 Cr280,643
↑ 9,883
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹146 Cr10,351,669
↑ 904
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹139 Cr644,137
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹122 Cr245,336
↑ 63,092
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹120 Cr235,985
↑ 20,931
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹117 Cr2,783,325
↓ -586,797
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹103 Cr645,341
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹101 Cr183,494
↓ -19,300
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹98 Cr3,979,331
↑ 857,070
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
2%₹93 Cr15,570,481
↑ 362,939

4. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 28 in Mid Cap category.  Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (30 Nov 23) ₹187.233 ↑ 1.44   (0.77 %)
Net Assets (Cr) ₹13,202 on 31 Oct 23
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.97
Information Ratio 0.03
Alpha Ratio -1.18
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
30 Nov 18₹10,000
30 Nov 19₹10,272
30 Nov 20₹12,396
30 Nov 21₹19,838
30 Nov 22₹21,315
30 Nov 23₹26,925

SBI Magnum 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI Magnum 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 30 Nov 23

DurationReturns
1 Month 6.8%
3 Month 6%
6 Month 17.7%
1 Year 26.3%
3 Year 29.5%
5 Year 21.9%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1013.34 Yr.
Mohit Jain30 Nov 175.92 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical29.41%
Industrials14.97%
Financial Services14.85%
Basic Materials11.53%
Health Care7.69%
Consumer Defensive4.07%
Real Estate3.8%
Utility3%
Technology2.02%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash7.53%
Equity92.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹574 Cr1,400,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹473 Cr1,490,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹457 Cr1,623,740
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA
3%₹441 Cr1,400,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹428 Cr1,511,202
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹376 Cr5,169,750
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹365 Cr3,500,000
↓ -278,182
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
3%₹363 Cr96,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
3%₹351 Cr3,249,946
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH
3%₹351 Cr200,000

5. 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 17.4% since its launch.  Ranked 24 in Mid Cap category.  Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (30 Nov 23) ₹138.839 ↑ 0.64   (0.46 %)
Net Assets (Cr) ₹47,846 on 31 Oct 23
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 1.59
Information Ratio 0.31
Alpha Ratio 4.96
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,261
30 Nov 20₹11,924
30 Nov 21₹17,137
30 Nov 22₹19,923
30 Nov 23₹26,658

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 ₹518,033.
Net Profit of ₹218,033
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 30 Nov 23

DurationReturns
1 Month 8%
3 Month 7.6%
6 Month 25.9%
1 Year 33.8%
3 Year 30.8%
5 Year 21.7%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0716.36 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services25.87%
Consumer Cyclical17.46%
Industrials16.12%
Technology8.76%
Health Care8.56%
Basic Materials8.1%
Communication Services5.05%
Energy1.58%
Consumer Defensive1.4%
Asset Allocation
Asset ClassValue
Cash7.11%
Equity92.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹1,801 Cr46,977,158
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,604 Cr9,642,272
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹1,534 Cr109,039,133
↑ 24,607,622
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
3%₹1,490 Cr16,300,222
↑ 3,575,359
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹1,412 Cr37,036,484
↑ 2,407,389
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,394 Cr24,302,305
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹1,370 Cr2,748,521
↑ 552,054
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹1,362 Cr32,424,097
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹1,346 Cr101,045,146
↓ -5,639,744
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹1,327 Cr13,486,510
↑ 156,013

6. 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 14.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (30 Nov 23) ₹95.852 ↑ 0.81   (0.85 %)
Net Assets (Cr) ₹33,700 on 31 Oct 23
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 1.1
Information Ratio -0.66
Alpha Ratio -0.53
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
30 Nov 18₹10,000
30 Nov 19₹11,128
30 Nov 20₹13,070
30 Nov 21₹19,675
30 Nov 22₹21,434
30 Nov 23₹26,557

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 ₹518,033.
Net Profit of ₹218,033
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 30 Nov 23

DurationReturns
1 Month 6.9%
3 Month 6%
6 Month 19.6%
1 Year 23.9%
3 Year 26.7%
5 Year 21.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1013.37 Yr.
Harsha Upadhyaya20 Oct 230.03 Yr.
Arjun Khanna30 Apr 221.5 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials21.97%
Consumer Cyclical21%
Basic Materials19.9%
Financial Services13.13%
Health Care6.32%
Technology5.78%
Real Estate2.7%
Consumer Defensive2.04%
Energy0.63%
Utility0.61%
Communication Services0.07%
Asset Allocation
Asset ClassValue
Cash5.77%
Equity94.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
5%₹1,669 Cr3,855,391
↑ 20,714
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹1,173 Cr1,903,852
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,133 Cr2,059,015
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,048 Cr3,720,463
↑ 107,274
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
3%₹983 Cr5,863,399
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹912 Cr8,010,973
↑ 195,901
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Jan 16 | SUNDARMFIN
3%₹870 Cr2,743,104
↑ 29,540
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹868 Cr3,066,715
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹847 Cr1,724,629
↑ 2,250
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 500493
2%₹829 Cr8,132,726
↑ 80,733

7. 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 12.6% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (30 Nov 23) ₹330.585 ↑ 3.06   (0.94 %)
Net Assets (Cr) ₹2,521 on 31 Oct 23
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.23
Information Ratio -1.04
Alpha Ratio 0.84
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,065
30 Nov 20₹13,074
30 Nov 21₹18,865
30 Nov 22₹19,721
30 Nov 23₹25,882

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 ₹505,644.
Net Profit of ₹205,644
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 30 Nov 23

DurationReturns
1 Month 8.9%
3 Month 7.6%
6 Month 24.2%
1 Year 31.2%
3 Year 25.6%
5 Year 20.9%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra30 Jun 212.34 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials29.4%
Financial Services18.26%
Basic Materials12.79%
Consumer Cyclical11.88%
Health Care10.29%
Real Estate5.46%
Technology4.36%
Consumer Defensive2.44%
Communication Services2.26%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
4%₹91 Cr10,991,415
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹84 Cr297,937
↓ -25,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹80 Cr500,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹80 Cr940,000
↑ 20,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹77 Cr218,000
↑ 18,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹77 Cr225,000
↑ 25,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹75 Cr450,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹66 Cr525,000
↑ 60,379
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | 541153
2%₹60 Cr2,800,000
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
2%₹57 Cr1,040,228

8. 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.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 18 in Mid Cap category.  Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (30 Nov 23) ₹75.8292 ↑ 0.64   (0.84 %)
Net Assets (Cr) ₹1,471 on 31 Oct 23
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 0.8
Information Ratio -0.84
Alpha Ratio -3.86
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,706
30 Nov 20₹12,537
30 Nov 21₹18,735
30 Nov 22₹19,983
30 Nov 23₹24,948

BNP Paribas 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 ₹505,644.
Net Profit of ₹205,644
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 30 Nov 23

DurationReturns
1 Month 8.1%
3 Month 7.1%
6 Month 22.6%
1 Year 24.8%
3 Year 25.8%
5 Year 20.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.3 Yr.
Miten Vora1 Dec 220.91 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services21.13%
Consumer Cyclical17.61%
Industrials17.04%
Health Care10.85%
Basic Materials7.2%
Consumer Defensive5.48%
Utility5.34%
Technology5.19%
Real Estate2.16%
Energy1.22%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash8.08%
Equity91.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹46 Cr1,100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹42 Cr3,000,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
2%₹36 Cr320,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
2%₹35 Cr110,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG
2%₹34 Cr96,700
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
2%₹33 Cr210,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
2%₹33 Cr870,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH
2%₹32 Cr18,500
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹32 Cr175,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹32 Cr260,000

9. 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 15.8% since its launch.  Ranked 38 in Mid Cap category.  Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (30 Nov 23) ₹114.38 ↑ 1.06   (0.94 %)
Net Assets (Cr) ₹3,418 on 31 Oct 23
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.91
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,500
30 Nov 20₹12,606
30 Nov 21₹18,376
30 Nov 22₹19,345
30 Nov 23₹24,315

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 ₹493,520.
Net Profit of ₹193,520
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 30 Nov 23

DurationReturns
1 Month 8.8%
3 Month 7.3%
6 Month 19.9%
1 Year 25.7%
3 Year 24.5%
5 Year 19.4%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230 Yr.
Amit Ganatra1 Sep 230.17 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.37%
Financial Services17.62%
Industrials14.5%
Basic Materials10.5%
Technology8.37%
Health Care7.92%
Consumer Defensive2.87%
Utility2.04%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹107 Cr496,357
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹87 Cr694,844
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
2%₹83 Cr134,448
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
2%₹80 Cr1,397,430
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 500850
2%₹80 Cr2,079,038
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
2%₹77 Cr2,673,740
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 22 | PIIND
2%₹73 Cr215,469
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
2%₹71 Cr31,755
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
2%₹70 Cr273,319
NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC
2%₹70 Cr13,889,250

10. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 36 in Mid Cap category.  Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (30 Nov 23) ₹236.77 ↑ 1.90   (0.81 %)
Net Assets (Cr) ₹8,735 on 31 Oct 23
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.63
Information Ratio -1.3
Alpha Ratio -6.36
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
30 Nov 18₹10,000
30 Nov 19₹10,004
30 Nov 20₹12,560
30 Nov 21₹18,674
30 Nov 22₹19,420
30 Nov 23₹23,877

UTI 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for UTI 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 30 Nov 23

DurationReturns
1 Month 7.2%
3 Month 5%
6 Month 19.8%
1 Year 23%
3 Year 23.9%
5 Year 19%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.18 Yr.

Data below for UTI Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical21.09%
Industrials20.38%
Financial Services19.76%
Health Care11.19%
Basic Materials9.22%
Technology7.23%
Real Estate2.38%
Consumer Defensive2.1%
Utility1.95%
Energy0.84%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.13%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
2%₹217 Cr1,903,900
↓ -415,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹215 Cr15,308,621
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹200 Cr635,509
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO
2%₹194 Cr1,236,817
↓ -32,157
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹186 Cr1,828,064
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹185 Cr372,030
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹185 Cr983,138
↓ -289,364
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹180 Cr365,033
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹179 Cr479,907
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹177 Cr956,190

11. 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 17.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (30 Nov 23) ₹81.78 ↑ 0.91   (1.13 %)
Net Assets (Cr) ₹21,962 on 31 Oct 23
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.43
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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,498
30 Nov 20₹13,809
30 Nov 21₹19,907
30 Nov 22₹19,832
30 Nov 23₹23,691

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 ₹481,656.
Net Profit of ₹181,656
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 30 Nov 23

DurationReturns
1 Month 7.3%
3 Month 4.4%
6 Month 14.5%
1 Year 19.5%
3 Year 19.7%
5 Year 18.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.94 Yr.
Nitin Arora3 Aug 230.24 Yr.
Vinayak Jayanath17 Jan 230.79 Yr.

Data below for Axis Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical26.86%
Industrials18.61%
Financial Services17.13%
Basic Materials10.77%
Technology6.98%
Health Care5.46%
Real Estate1.85%
Consumer Defensive1.81%
Communication Services1.66%
Utility1%
Asset Allocation
Asset ClassValue
Cash7.85%
Equity92.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹1,012 Cr8,894,643
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
4%₹970 Cr2,240,369
↓ -1,977
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
4%₹813 Cr3,771,809
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹746 Cr19,466,737
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹740 Cr1,200,635
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹704 Cr939,573
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹678 Cr7,407,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹664 Cr3,589,762
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 532343
3%₹618 Cr3,886,272
↓ -203,235
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹547 Cr10,106,515

Parameters to Look at While Choosing Mid-Cap Funds

There are a few important qualitative and quantitative factors that investors have to look while choosing a right fund to invest in. The scheme or Mutual fund rating should be good to start. This needs to be supplemented with other data, such as AUM (Assets Under Management), fund age, past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 100 crores and also must have a minimum average allocation of more than 50 percent to mid-cap stocks over the past one year. Furthermore, investors should also check the expense ratio of funds, however, this should not supersede other more important factors such as fund performance.

midcap-funds

Investors are advised to additionally check on other qualitative factors such as the fund manager’s track record and investment process. Identify fund houses that have a strong presence in the financial markets and provide funds that have a long and consistent track record. One must select the fund house on which you have faith to invest your money. One should also see how many of the funds are top performers. Having a large number of good performing funds would mean the overall strategy of the fund house is in good order.

How Invest in Mid Cap Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Conclusion

Going with mid-cap funds can be rewarding for one’s investment Portfolio considering the returns they can deliver. While investing in mid-cap mutual funds, it is advisable for investors to keep the exposure within the optimum levels because mid-caps are high-risk return funds.

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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