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11 Best Performing Mid Cap Mutual Funds to Invest In 2024

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Best Mid Cap Mutual Funds 2024

Updated on April 11, 2024 , 85555 views

Looking for the best mid cap Mutual Funds to invest in 2024? 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 24 - 25

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹81.3008
↓ -0.32
₹8,4818.42862.537.626.641.7
PGIM India Midcap Opportunities Fund Growth ₹55.39
↓ -0.25
₹9,9772.713.231.521.625.120.8
Edelweiss Mid Cap Fund Growth ₹80.025
↓ -0.21
₹5,0677.225.655.22824.738.4
SBI Magnum Mid Cap Fund Growth ₹209.802
↓ -0.38
₹16,4595.31642.425.92334.5
BNP Paribas Mid Cap Fund Growth ₹87.6037
↓ -0.26
₹1,7917.621.149.424.322.832.6
Kotak Emerging Equity Scheme Growth ₹107.083
↓ -0.29
₹39,738516.441.923.622.631.5
TATA Mid Cap Growth Fund Growth ₹380.362
↓ -1.02
₹3,2936.721.156.325.822.340.5
Invesco India Mid Cap Fund Growth ₹132.74
↓ -0.66
₹4,2407.322.451.625.622.234.1
UTI Mid Cap Fund Growth ₹260.832
↓ -1.29
₹10,0474.81443.221.921.130.5
Axis Mid Cap Fund Growth ₹93.45
↓ -0.07
₹25,2647.518.342.120.520.929.6
ICICI Prudential MidCap Fund Growth ₹247.36
↓ -1.65
₹5,484726.753.825.920.732.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

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

1. 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 23% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (12 Apr 24) ₹81.3008 ↓ -0.32   (-0.39 %)
Net Assets (Cr) ₹8,481 on 29 Feb 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 3
Information Ratio 0.76
Alpha Ratio 7.55
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 Mar 19₹10,000
31 Mar 20₹7,580
31 Mar 21₹12,801
31 Mar 22₹17,693
31 Mar 23₹19,463
31 Mar 24₹31,209

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 ₹584,107.
Net Profit of ₹284,107
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 12 Apr 24

DurationReturns
1 Month 5.5%
3 Month 8.4%
6 Month 28%
1 Year 62.5%
3 Year 37.6%
5 Year 26.6%
10 Year
15 Year
Since launch 23%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.75 Yr.
Ankush Sood11 Nov 221.39 Yr.
Rakesh Shetty22 Nov 221.36 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 29 Feb 24

Equity Sector Allocation
SectorValue
Technology21.43%
Industrials20.27%
Consumer Cyclical18.03%
Financial Services10.97%
Real Estate7.82%
Basic Materials4.24%
Communication Services1.86%
Health Care0.7%
Asset Allocation
Asset ClassValue
Cash14.68%
Equity85.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
11%₹930 Cr30,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹841 Cr975,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹814 Cr20,500,000
↑ 20,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹706 Cr2,025,000
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
6%₹525 Cr4,500,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹524 Cr800,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
5%₹443 Cr10,000,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹384 Cr1,725,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
4%₹360 Cr1,625,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹331 Cr20,000,000
↓ -20,000,000

2. 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 18% since its launch.  Ranked 40 in Mid Cap category.  Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (12 Apr 24) ₹55.39 ↓ -0.25   (-0.45 %)
Net Assets (Cr) ₹9,977 on 29 Feb 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 1.73
Information Ratio -1.04
Alpha Ratio -9.52
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
31 Mar 19₹10,000
31 Mar 20₹7,833
31 Mar 21₹17,033
31 Mar 22₹23,038
31 Mar 23₹22,706
31 Mar 24₹29,298

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 ₹570,326.
Net Profit of ₹270,326
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 12 Apr 24

DurationReturns
1 Month 5.1%
3 Month 2.7%
6 Month 13.2%
1 Year 31.5%
3 Year 21.6%
5 Year 25.1%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.8%
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%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 231 Yr.
Puneet Pal16 Jul 221.71 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 230.62 Yr.
Utsav Mehta1 Nov 230.42 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.47%
Financial Services18.31%
Industrials17.4%
Health Care11.55%
Basic Materials11.5%
Technology9.75%
Real Estate3.6%
Consumer Defensive2.55%
Utility2%
Communication Services1.18%
Asset Allocation
Asset ClassValue
Cash2.69%
Equity97.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹329 Cr4,146,055
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹277 Cr1,002,218
↓ -351,521
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532343
3%₹267 Cr1,247,811
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
3%₹267 Cr399,033
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹263 Cr304,984
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 30 Apr 23 | POONAWALLA
2%₹230 Cr4,932,540
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
2%₹226 Cr500,296
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹226 Cr2,073,090
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
2%₹218 Cr626,073
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543300
2%₹207 Cr2,999,218

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 13.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (12 Apr 24) ₹80.025 ↓ -0.21   (-0.27 %)
Net Assets (Cr) ₹5,067 on 29 Feb 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 3.26
Information Ratio -0.52
Alpha Ratio 3.62
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
31 Mar 19₹10,000
31 Mar 20₹7,535
31 Mar 21₹14,774
31 Mar 22₹18,565
31 Mar 23₹19,089
31 Mar 24₹28,631

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 ₹556,833.
Net Profit of ₹256,833
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 12 Apr 24

DurationReturns
1 Month 5.4%
3 Month 7.2%
6 Month 25.6%
1 Year 55.2%
3 Year 28%
5 Year 24.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.5 Yr.
Sahil Shah24 Dec 212.27 Yr.

Data below for Edelweiss Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services21.5%
Consumer Cyclical19.81%
Industrials16.8%
Technology12.15%
Basic Materials11.03%
Health Care9.26%
Real Estate3.11%
Utility2.01%
Consumer Defensive1.92%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹247 Cr286,256
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹224 Cr577,507
↓ -31,787
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹180 Cr274,464
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹177 Cr4,412,635
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹173 Cr3,298,021
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹161 Cr240,705
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹145 Cr9,637,857
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹142 Cr517,473
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹141 Cr658,248
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
2%₹126 Cr1,590,026

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 17.3% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (12 Apr 24) ₹209.802 ↓ -0.38   (-0.18 %)
Net Assets (Cr) ₹16,459 on 29 Feb 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.41
Information Ratio -0.61
Alpha Ratio -3.62
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 Mar 19₹10,000
31 Mar 20₹6,992
31 Mar 21₹14,394
31 Mar 22₹18,209
31 Mar 23₹19,075
31 Mar 24₹26,985

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 ₹543,623.
Net Profit of ₹243,623
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 12 Apr 24

DurationReturns
1 Month 6.7%
3 Month 5.3%
6 Month 16%
1 Year 42.4%
3 Year 25.9%
5 Year 23%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1013.76 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Magnum Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.97%
Financial Services16.42%
Industrials13.56%
Basic Materials9.66%
Health Care8.45%
Real Estate4.59%
Utility3.39%
Consumer Defensive3.14%
Communication Services2.12%
Technology1.95%
Asset Allocation
Asset ClassValue
Cash8.75%
Equity91.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹702 Cr1,400,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹621 Cr1,490,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹557 Cr5,169,750
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹550 Cr1,511,202
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹509 Cr8,682,397
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA
3%₹488 Cr1,400,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹470 Cr1,623,740
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
2%₹377 Cr3,500,000
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹362 Cr5,258,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
2%₹357 Cr4,500,000

5. 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 12.9% since its launch.  Ranked 18 in Mid Cap category.  Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (12 Apr 24) ₹87.6037 ↓ -0.26   (-0.29 %)
Net Assets (Cr) ₹1,791 on 29 Feb 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 3.3
Information Ratio -0.8
Alpha Ratio 3.57
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
31 Mar 19₹10,000
31 Mar 20₹8,113
31 Mar 21₹14,815
31 Mar 22₹18,380
31 Mar 23₹18,345
31 Mar 24₹26,942

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 ₹530,691.
Net Profit of ₹230,691
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 12 Apr 24

DurationReturns
1 Month 4.6%
3 Month 7.6%
6 Month 21.1%
1 Year 49.4%
3 Year 24.3%
5 Year 22.8%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.6%
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.72 Yr.
Miten Vora1 Dec 221.33 Yr.

Data below for BNP Paribas Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical20.25%
Financial Services19.64%
Industrials14.26%
Health Care13.02%
Technology10.13%
Basic Materials7.4%
Consumer Defensive5%
Utility4.08%
Real Estate2.7%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity96.47%
Debt0.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹59 Cr1,000,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹58 Cr500,000
↑ 75,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
3%₹53 Cr6,000,000
↓ -300,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹52 Cr320,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹48 Cr175,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹47 Cr900,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹46 Cr110,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
3%₹45 Cr210,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
2%₹45 Cr475,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
2%₹45 Cr115,000

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 14.9% since its launch.  Ranked 12 in Mid Cap category.  Return for 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (12 Apr 24) ₹107.083 ↓ -0.29   (-0.27 %)
Net Assets (Cr) ₹39,738 on 29 Feb 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 2.68
Information Ratio -1.04
Alpha Ratio -1.46
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 Mar 19₹10,000
31 Mar 20₹7,592
31 Mar 21₹14,750
31 Mar 22₹18,353
31 Mar 23₹19,094
31 Mar 24₹26,343

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 ₹530,691.
Net Profit of ₹230,691
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 12 Apr 24

DurationReturns
1 Month 5.2%
3 Month 5%
6 Month 16.4%
1 Year 41.9%
3 Year 23.6%
5 Year 22.6%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.5%
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 240.19 Yr.
Arjun Khanna30 Apr 221.92 Yr.

Data below for Kotak Emerging Equity Scheme as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials22.61%
Consumer Cyclical19.67%
Basic Materials18.11%
Financial Services14.41%
Technology8.74%
Health Care5.95%
Energy3.14%
Real Estate2.71%
Consumer Defensive1%
Utility0.73%
Communication Services0.25%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹1,606 Cr5,863,399
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹1,522 Cr1,763,222
↓ -140,630
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,510 Cr3,637,829
↓ -217,562
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,386 Cr2,059,015
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹1,130 Cr55,087,745
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,077 Cr8,010,973
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,076 Cr3,720,463
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
3%₹1,047 Cr2,318,616
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹1,033 Cr2,838,890
↓ -227,825
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
2%₹988 Cr2,691,208

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 13% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (12 Apr 24) ₹380.362 ↓ -1.02   (-0.27 %)
Net Assets (Cr) ₹3,293 on 29 Feb 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.19
Information Ratio -0.74
Alpha Ratio 2.84
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
31 Mar 19₹10,000
31 Mar 20₹7,657
31 Mar 21₹13,925
31 Mar 22₹17,104
31 Mar 23₹17,083
31 Mar 24₹25,900

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 ₹530,691.
Net Profit of ₹230,691
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 12 Apr 24

DurationReturns
1 Month 6.3%
3 Month 6.7%
6 Month 21.1%
1 Year 56.3%
3 Year 25.8%
5 Year 22.3%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials34.49%
Financial Services16.97%
Health Care11.54%
Basic Materials9.77%
Consumer Cyclical9.08%
Real Estate6.54%
Technology4.02%
Consumer Defensive2.16%
Energy1.62%
Communication Services1.25%
Utility1.11%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹108 Cr296,518
↓ -35,351
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹104 Cr380,000
↓ -70,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹103 Cr1,000,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹96 Cr4,200,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹92 Cr250,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹88 Cr600,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹86 Cr670,000
↑ 30,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹82 Cr4,000,000
↑ 500,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹81 Cr500,000
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
2%₹81 Cr1,040,228

8. 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 16.4% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (12 Apr 24) ₹132.74 ↓ -0.66   (-0.49 %)
Net Assets (Cr) ₹4,240 on 29 Feb 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.16
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
31 Mar 19₹10,000
31 Mar 20₹7,969
31 Mar 21₹14,043
31 Mar 22₹17,343
31 Mar 23₹17,319
31 Mar 24₹26,151

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 ₹530,691.
Net Profit of ₹230,691
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 12 Apr 24

DurationReturns
1 Month 6%
3 Month 7.3%
6 Month 22.4%
1 Year 51.6%
3 Year 25.6%
5 Year 22.2%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.39 Yr.
Amit Ganatra1 Sep 230.58 Yr.

Data below for Invesco India Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.82%
Financial Services21.68%
Industrials14.51%
Health Care11.49%
Technology8.47%
Real Estate6.12%
Basic Materials5.02%
Utility1.98%
Consumer Defensive1.94%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹212 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹178 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹173 Cr11,480,924
↑ 379,188
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹167 Cr1,537,576
↑ 155,753
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | L&TFH
4%₹165 Cr9,883,840
↑ 204,597
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
4%₹151 Cr2,903,958
↑ 251,465
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹143 Cr3,611,063
↑ 810,796
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹134 Cr1,383,185
↑ 96,625
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹132 Cr1,134,386
↑ 97,183
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹128 Cr600,883

9. 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 18.2% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (12 Apr 24) ₹260.832 ↓ -1.29   (-0.49 %)
Net Assets (Cr) ₹10,047 on 29 Feb 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.3
Information Ratio -1.48
Alpha Ratio -7.58
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 Mar 19₹10,000
31 Mar 20₹7,523
31 Mar 21₹14,597
31 Mar 22₹17,900
31 Mar 23₹17,632
31 Mar 24₹24,816

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 ₹518,033.
Net Profit of ₹218,033
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 12 Apr 24

DurationReturns
1 Month 4.7%
3 Month 4.8%
6 Month 14%
1 Year 43.2%
3 Year 21.9%
5 Year 21.1%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
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%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.59 Yr.

Data below for UTI Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.72%
Financial Services18.63%
Industrials18.05%
Technology11.12%
Health Care10.05%
Basic Materials6.89%
Utility3.02%
Real Estate2.43%
Energy2.04%
Consumer Defensive1.96%
Communication Services1.84%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.75%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹245 Cr886,028
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL
2%₹236 Cr11,490,464
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹231 Cr352,030
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹229 Cr265,096
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹227 Cr15,092,781
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹222 Cr635,509
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹215 Cr1,868,064
↑ 40,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹207 Cr847,693
Oil India Ltd (Energy)
Equity, Since 31 Oct 23 | OIL
2%₹205 Cr3,749,710
↓ -373,714
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹202 Cr394,405

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.

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 18.5% since its launch.  Ranked 41 in Mid Cap category.  Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (12 Apr 24) ₹93.45 ↓ -0.07   (-0.07 %)
Net Assets (Cr) ₹25,264 on 29 Feb 24
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.32
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
31 Mar 19₹10,000
31 Mar 20₹8,940
31 Mar 21₹14,997
31 Mar 22₹18,504
31 Mar 23₹17,666
31 Mar 24₹24,964

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 ₹505,644.
Net Profit of ₹205,644
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 12 Apr 24

DurationReturns
1 Month 5.4%
3 Month 7.5%
6 Month 18.3%
1 Year 42.1%
3 Year 20.5%
5 Year 20.9%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.36 Yr.
Nitin Arora3 Aug 230.66 Yr.
Krishnaa N1 Mar 240.08 Yr.

Data below for Axis Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.24%
Industrials20.22%
Financial Services13.88%
Basic Materials9.58%
Health Care9.27%
Technology6.56%
Real Estate3.22%
Utility2.03%
Communication Services1.57%
Consumer Defensive1.4%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash5.05%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
5%₹1,192 Cr3,071,564
↓ -562,991
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
4%₹1,076 Cr18,346,842
↓ -1,119,895
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹833 Cr964,833
↓ -235,602
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹831 Cr7,634,003
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹825 Cr1,988,643
↓ -180,463
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 500480
3%₹767 Cr2,800,715
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
3%₹697 Cr10,106,515
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹677 Cr6,430,763
↓ -476,987
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 503100
3%₹635 Cr2,299,152
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
2%₹602 Cr2,909,916
↓ -221,285

11. 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 17.9% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (12 Apr 24) ₹247.36 ↓ -1.65   (-0.66 %)
Net Assets (Cr) ₹5,484 on 29 Feb 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.54
Information Ratio -0.75
Alpha Ratio -4.92
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 Mar 19₹10,000
31 Mar 20₹6,682
31 Mar 21₹13,158
31 Mar 22₹16,419
31 Mar 23₹16,309
31 Mar 24₹24,894

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 ₹505,644.
Net Profit of ₹205,644
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 12 Apr 24

DurationReturns
1 Month 4.2%
3 Month 7%
6 Month 26.7%
1 Year 53.8%
3 Year 25.9%
5 Year 20.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.8%
2022 3.1%
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 221.75 Yr.
Sharmila D’mello31 Jul 221.67 Yr.

Data below for ICICI Prudential MidCap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Basic Materials21.01%
Industrials16.67%
Consumer Cyclical14.33%
Health Care11.5%
Real Estate10.83%
Energy5.43%
Communication Services4.96%
Financial Services3.32%
Utility2.96%
Technology0.89%
Asset Allocation
Asset ClassValue
Cash8.06%
Equity91.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹228 Cr4,469,276
↓ -197,597
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | 500257
4%₹227 Cr1,400,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
4%₹195 Cr706,691
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹172 Cr2,688,476
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹169 Cr2,179,227
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹150 Cr699,955
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500410
3%₹146 Cr557,062
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
2%₹133 Cr364,667
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
2%₹133 Cr857,934
↑ 189,772
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
2%₹124 Cr517,459

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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