+91-22-48913909Best Mid Cap Mutual Funds 2025
Looking for the best mid cap Mutual Funds to invest in 2025? 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 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.152
↓ -1.57 ₹33,609 4 13 1.4 28.4 32.4 57.1 Edelweiss Mid Cap Fund Growth ₹100.23
↓ -1.55 ₹11,027 2.5 17.2 1.8 24 28.3 38.9 Invesco India Mid Cap Fund Growth ₹181.07
↓ -2.54 ₹7,802 8.2 24.4 11.2 27.7 27.5 43.1 Sundaram Mid Cap Fund Growth ₹1,375.85
↓ -17.77 ₹12,596 2.7 17.2 0.4 22.9 25.5 32 ICICI Prudential MidCap Fund Growth ₹294.69
↓ -4.72 ₹6,654 3.8 17.9 1.1 21.5 25.3 27 SBI Magnum Mid Cap Fund Growth ₹226.533
↓ -2.66 ₹22,547 -2.6 8.1 -5.5 15.1 24.7 20.3 PGIM India Midcap Opportunities Fund Growth ₹65.61
↓ -0.87 ₹11,468 4.9 17.3 2.2 13.8 24.3 21 Franklin India Prima Fund Growth ₹2,719.35
↓ -35.69 ₹12,540 1 14.1 -1.3 21.9 23.7 31.8 TATA Mid Cap Growth Fund Growth ₹426.764
↓ -5.67 ₹4,984 3.4 15.4 -3.8 19.9 23.6 22.7 BNP Paribas Mid Cap Fund Growth ₹99.7532
↓ -1.21 ₹2,183 1.2 12.4 -5 19.2 23.3 28.5 Aditya Birla Sun Life Midcap Fund Growth ₹777.42
↓ -11.25 ₹6,106 1.9 16 -2.3 18.3 23.3 22 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund SBI Magnum Mid Cap Fund PGIM India Midcap Opportunities Fund Franklin India Prima Fund TATA Mid Cap Growth Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund Point 1 Highest AUM (₹33,609 Cr). Lower mid AUM (₹11,027 Cr). Lower mid AUM (₹7,802 Cr). Upper mid AUM (₹12,596 Cr). Lower mid AUM (₹6,654 Cr). Top quartile AUM (₹22,547 Cr). Upper mid AUM (₹11,468 Cr). Upper mid AUM (₹12,540 Cr). Bottom quartile AUM (₹4,984 Cr). Bottom quartile AUM (₹2,183 Cr). Bottom quartile AUM (₹6,106 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (11+ yrs). Established history (31+ yrs). Oldest track record among peers (31 yrs). Established history (19+ yrs). Established history (22+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 32.43% (top quartile). 5Y return: 28.33% (top quartile). 5Y return: 27.54% (upper mid). 5Y return: 25.48% (upper mid). 5Y return: 25.26% (upper mid). 5Y return: 24.66% (lower mid). 5Y return: 24.31% (lower mid). 5Y return: 23.65% (lower mid). 5Y return: 23.60% (bottom quartile). 5Y return: 23.34% (bottom quartile). 5Y return: 23.33% (bottom quartile). Point 6 3Y return: 28.36% (top quartile). 3Y return: 24.03% (upper mid). 3Y return: 27.70% (top quartile). 3Y return: 22.93% (upper mid). 3Y return: 21.53% (lower mid). 3Y return: 15.12% (bottom quartile). 3Y return: 13.79% (bottom quartile). 3Y return: 21.94% (upper mid). 3Y return: 19.92% (lower mid). 3Y return: 19.15% (lower mid). 3Y return: 18.25% (bottom quartile). Point 7 1Y return: 1.41% (upper mid). 1Y return: 1.83% (upper mid). 1Y return: 11.24% (top quartile). 1Y return: 0.38% (lower mid). 1Y return: 1.13% (upper mid). 1Y return: -5.49% (bottom quartile). 1Y return: 2.16% (top quartile). 1Y return: -1.31% (lower mid). 1Y return: -3.78% (bottom quartile). 1Y return: -4.96% (bottom quartile). 1Y return: -2.25% (lower mid). Point 8 Alpha: 3.70 (top quartile). Alpha: 5.32 (top quartile). Alpha: 0.00 (lower mid). Alpha: 3.17 (upper mid). Alpha: 2.10 (upper mid). Alpha: -3.78 (bottom quartile). Alpha: 3.22 (upper mid). Alpha: 1.58 (lower mid). Alpha: -4.59 (bottom quartile). Alpha: -2.60 (bottom quartile). Alpha: -0.08 (lower mid). Point 9 Sharpe: -0.11 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: 0.32 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.22 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.15 (upper mid). Sharpe: -0.24 (lower mid). Sharpe: -0.59 (bottom quartile). Sharpe: -0.49 (bottom quartile). Sharpe: -0.33 (lower mid). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.20 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -0.41 (lower mid). Information ratio: -1.23 (bottom quartile). Information ratio: -1.63 (bottom quartile). Information ratio: -0.17 (upper mid). Information ratio: -0.81 (lower mid). Information ratio: -0.92 (lower mid). Information ratio: -1.00 (bottom quartile). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
SBI Magnum Mid Cap Fund
PGIM India Midcap Opportunities Fund
Franklin India Prima Fund
TATA Mid Cap Growth Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
*List of top Mid Cap mutual funds having minimum 200 Crore Net Assets / Assets Under Management (AUM), Sorted on 5 Year CAGR Return.
(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. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on 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. Research Highlights for PGIM India Midcap Opportunities Fund Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (26 Aug 25) ₹103.152 ↓ -1.57 (-1.50 %) Net Assets (Cr) ₹33,609 on 31 Jul 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.11 Information Ratio 0.44 Alpha Ratio 3.7 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,540 31 Jul 22 ₹20,655 31 Jul 23 ₹26,047 31 Jul 24 ₹44,147 31 Jul 25 ₹44,850 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 2% 3 Month 4% 6 Month 13% 1 Year 1.4% 3 Year 28.4% 5 Year 32.4% 10 Year 15 Year Since launch 22.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.83 Yr. Niket Shah 1 Jul 20 5.09 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 33.7% Industrials 18.11% Consumer Cyclical 17.65% Health Care 4.49% Communication Services 3.99% Real Estate 2.83% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 17.17% Equity 82.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,464 Cr 18,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,172 Cr 5,250,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002519% ₹3,104 Cr 4,992,139
↑ 2,848,945 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹2,997 Cr 1,999,999
↑ 1,164,799 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,501 Cr 45,000,000
↑ 1,509,750 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,671 Cr 2,550,000
↑ 50,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,327 Cr 3,500,000
↑ 750,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,318 Cr 6,750,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,272 Cr 9,969,361 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES3% ₹975 Cr 1,599,306
↑ 1,599,306 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (26 Aug 25) ₹100.23 ↓ -1.55 (-1.52 %) Net Assets (Cr) ₹11,027 on 31 Jul 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.06 Information Ratio 0.2 Alpha Ratio 5.32 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,558 31 Jul 22 ₹19,548 31 Jul 23 ₹23,604 31 Jul 24 ₹37,569 31 Jul 25 ₹38,819 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 0.3% 3 Month 2.5% 6 Month 17.2% 1 Year 1.8% 3 Year 24% 5 Year 28.3% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.8 Yr. Trideep Bhattacharya 1 Oct 21 3.83 Yr. Raj Koradia 1 Aug 24 1 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 23.22% Consumer Cyclical 15.12% Industrials 12.62% Basic Materials 10.74% Technology 10.73% Health Care 10.21% Consumer Defensive 5.18% Real Estate 3.27% Energy 2.29% Communication Services 2.24% Utility 0.73% Asset Allocation
Asset Class Value Cash 3.65% Equity 96.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹400 Cr 662,031
↑ 88,443 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹380 Cr 2,981,836 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹367 Cr 1,908,695 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹348 Cr 197,880 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹292 Cr 4,048,052 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹248 Cr 50,249 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹242 Cr 1,324,191 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹236 Cr 3,665,623
↑ 487,882 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹234 Cr 2,120,902 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹228 Cr 2,865,466 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (26 Aug 25) ₹181.07 ↓ -2.54 (-1.38 %) Net Assets (Cr) ₹7,802 on 31 Jul 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,599 31 Jul 22 ₹16,962 31 Jul 23 ₹20,915 31 Jul 24 ₹32,452 31 Jul 25 ₹36,233 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 0.1% 3 Month 8.2% 6 Month 24.4% 1 Year 11.2% 3 Year 27.7% 5 Year 27.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.73 Yr. Amit Ganatra 1 Sep 23 1.92 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 26.6% Health Care 18.98% Consumer Cyclical 17.09% Industrials 12.25% Technology 8.31% Real Estate 7.93% Basic Materials 5.97% Communication Services 1.86% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹421 Cr 1,519,233 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹347 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹337 Cr 2,031,622
↑ 138,005 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹312 Cr 7,797,891
↑ 1,783,049 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 1,842,058
↑ 43,526 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹294 Cr 1,676,417
↑ 274,220 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹287 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹286 Cr 13,411,587
↑ 665,645 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹274 Cr 441,151 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹265 Cr 431,234 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (26 Aug 25) ₹1,375.85 ↓ -17.77 (-1.28 %) Net Assets (Cr) ₹12,596 on 31 Jul 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 3.17 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 0.2% 3 Month 2.7% 6 Month 17.2% 1 Year 0.4% 3 Year 22.9% 5 Year 25.5% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (26 Aug 25) ₹294.69 ↓ -4.72 (-1.58 %) Net Assets (Cr) ₹6,654 on 31 Jul 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.22 Information Ratio -0.41 Alpha Ratio 2.1 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,062 31 Jul 22 ₹18,900 31 Jul 23 ₹22,017 31 Jul 24 ₹34,840 31 Jul 25 ₹34,906 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.3% 3 Month 3.8% 6 Month 17.9% 1 Year 1.1% 3 Year 21.5% 5 Year 25.3% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 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% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.09 Yr. Sharmila D’mello 31 Jul 22 3 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Basic Materials 25.85% Industrials 22.37% Financial Services 18.83% Communication Services 11.34% Consumer Cyclical 9.58% Real Estate 6.56% Health Care 2.69% Technology 0.41% Utility 0.15% Asset Allocation
Asset Class Value Cash 2.22% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI4% ₹277 Cr 1,863,925 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹268 Cr 968,355
↓ -28,875 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹262 Cr 2,779,227 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹241 Cr 1,235,794 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹235 Cr 1,418,018 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹219 Cr 3,106,731 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹216 Cr 824,501 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹216 Cr 247,507 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹211 Cr 1,158,585 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹207 Cr 3,136,084 6. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (26 Aug 25) ₹226.533 ↓ -2.66 (-1.16 %) Net Assets (Cr) ₹22,547 on 31 Jul 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.57 Information Ratio -1.23 Alpha Ratio -3.78 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,155 31 Jul 22 ₹20,460 31 Jul 23 ₹25,044 31 Jul 24 ₹34,707 31 Jul 25 ₹33,427 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -2.9% 3 Month -2.6% 6 Month 8.1% 1 Year -5.5% 3 Year 15.1% 5 Year 24.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.33 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 22.88% Consumer Cyclical 17.16% Health Care 12.18% Industrials 11.49% Basic Materials 11.19% Technology 4.74% Real Estate 4.2% Consumer Defensive 4.06% Utility 2.96% Communication Services 1.81% Energy 1.41% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.1% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹968 Cr 1,600,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹771 Cr 1,490,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 21 | HDFCBANK3% ₹701 Cr 3,500,201
↑ 1,400,200 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹698 Cr 225,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹690 Cr 4,700,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI3% ₹663 Cr 1,050,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹648 Cr 1,600,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹620 Cr 4,862,250
↓ -637,750 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹607 Cr 22,500,000
↑ 2,500,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹589 Cr 4,500,000 7. PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (26 Aug 25) ₹65.61 ↓ -0.87 (-1.31 %) Net Assets (Cr) ₹11,468 on 31 Jul 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.72 Sharpe Ratio -0.15 Information Ratio -1.63 Alpha Ratio 3.22 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹19,538 31 Jul 22 ₹21,356 31 Jul 23 ₹23,784 31 Jul 24 ₹31,629 31 Jul 25 ₹32,314 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month 1% 3 Month 4.9% 6 Month 17.3% 1 Year 2.2% 3 Year 13.8% 5 Year 24.3% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 21% 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% Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Vinay Paharia 1 Apr 23 2.34 Yr. Puneet Pal 16 Jul 22 3.05 Yr. Utsav Mehta 1 Nov 23 1.75 Yr. Vivek Sharma 15 Apr 24 1.29 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.33% Industrials 18.65% Consumer Cyclical 15.35% Health Care 13.43% Basic Materials 10.75% Technology 6.93% Communication Services 2.76% Real Estate 2.65% Consumer Defensive 2.08% Utility 1.06% Asset Allocation
Asset Class Value Cash 6.83% Equity 93% Debt 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH4% ₹450 Cr 3,526,055 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS4% ₹430 Cr 244,398
↓ -64,573 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT3% ₹337 Cr 548,106 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹328 Cr 1,992,769
↑ 70,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹314 Cr 519,968 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹300 Cr 577,100
↑ 45,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA2% ₹269 Cr 2,433,285 Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹265 Cr 74,300 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5333982% ₹255 Cr 970,962
↑ 223,050 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹252 Cr 1,289,335
↑ 62,768 8. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (26 Aug 25) ₹2,719.35 ↓ -35.69 (-1.30 %) Net Assets (Cr) ₹12,540 on 31 Jul 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.24 Information Ratio -0.17 Alpha Ratio 1.58 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,949 31 Jul 22 ₹16,966 31 Jul 23 ₹20,920 31 Jul 24 ₹32,183 31 Jul 25 ₹32,418 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.5% 3 Month 1% 6 Month 14.1% 1 Year -1.3% 3 Year 21.9% 5 Year 23.7% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Akhil Kalluri 7 Feb 22 3.48 Yr. Data below for Franklin India Prima Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.93% Consumer Cyclical 18.08% Basic Materials 13.33% Industrials 11.99% Health Care 11.8% Technology 6.48% Real Estate 5.82% Consumer Defensive 3.77% Communication Services 3.74% Utility 1.36% Energy 1.11% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹436 Cr 20,481,070
↓ -1,458,682 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹279 Cr 1,692,030 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹270 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹261 Cr 1,499,891 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹256 Cr 901,105 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹245 Cr 1,223,175 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹244 Cr 717,366 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹242 Cr 392,739
↓ -50,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹234 Cr 1,214,825 9. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (26 Aug 25) ₹426.764 ↓ -5.67 (-1.31 %) Net Assets (Cr) ₹4,984 on 31 Jul 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.59 Information Ratio -0.81 Alpha Ratio -4.59 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,192 31 Jul 22 ₹17,957 31 Jul 23 ₹22,342 31 Jul 24 ₹34,183 31 Jul 25 ₹32,372 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.2% 3 Month 3.4% 6 Month 15.4% 1 Year -3.8% 3 Year 19.9% 5 Year 23.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 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% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.4 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 19.96% Financial Services 17.14% Health Care 14.34% Consumer Cyclical 12.93% Basic Materials 12.41% Technology 4.38% Real Estate 4.3% Communication Services 3.56% Utility 2.16% Energy 1.58% Consumer Defensive 1.32% Asset Allocation
Asset Class Value Cash 5.92% Equity 94.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹206 Cr 1,250,000
↓ -50,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹139 Cr 1,700,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹133 Cr 270,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹126 Cr 1,800,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹126 Cr 369,694 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹122 Cr 600,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹116 Cr 600,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹113 Cr 1,000,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹113 Cr 576,129 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹111 Cr 1,001,126 10. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (26 Aug 25) ₹99.7532 ↓ -1.21 (-1.19 %) Net Assets (Cr) ₹2,183 on 31 Jul 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.49 Information Ratio -0.92 Alpha Ratio -2.6 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,657 31 Jul 22 ₹17,965 31 Jul 23 ₹21,611 31 Jul 24 ₹32,621 31 Jul 25 ₹31,693 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -0.6% 3 Month 1.2% 6 Month 12.4% 1 Year -5% 3 Year 19.2% 5 Year 23.3% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 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% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 3.05 Yr. Himanshu Singh 21 Oct 24 0.78 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 20.85% Health Care 16.57% Consumer Cyclical 13.5% Industrials 12.58% Basic Materials 9.89% Technology 5.35% Consumer Defensive 5.18% Energy 4.18% Real Estate 2.29% Communication Services 2.11% Asset Allocation
Asset Class Value Cash 6.53% Equity 92.59% Debt 0.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 350,000
↑ 50,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹60 Cr 30,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹59 Cr 250,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹53 Cr 2,500,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹51 Cr 800,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹51 Cr 325,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA2% ₹50 Cr 14,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 25 | PERSISTENT2% ₹48 Cr 80,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹48 Cr 100,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹48 Cr 1,100,000 11. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (26 Aug 25) ₹777.42 ↓ -11.25 (-1.43 %) Net Assets (Cr) ₹6,106 on 31 Jul 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.33 Information Ratio -1 Alpha Ratio -0.08 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,657 31 Jul 22 ₹18,679 31 Jul 23 ₹22,025 31 Jul 24 ₹32,617 31 Jul 25 ₹32,198 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.5% 3 Month 1.9% 6 Month 16% 1 Year -2.3% 3 Year 18.3% 5 Year 23.3% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22% 2023 39.9% 2022 -5.3% 2021 50.4% 2020 15.5% 2019 -3.7% 2018 -16% 2017 44.8% 2016 5.7% 2015 10.4% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 0.75 Yr. Dhaval Joshi 21 Nov 22 2.69 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 22.92% Basic Materials 15.62% Consumer Cyclical 14.25% Health Care 12.04% Industrials 11.94% Technology 9.1% Real Estate 3.87% Consumer Defensive 2.8% Utility 2.6% Communication Services 1.2% Asset Allocation
Asset Class Value Cash 3.98% Equity 96.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406114% ₹229 Cr 2,807,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 5328434% ₹224 Cr 2,821,912 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹202 Cr 1,225,565 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹171 Cr 1,500,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹161 Cr 1,100,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹152 Cr 916,888 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK2% ₹147 Cr 6,874,853
↑ 745,266 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹135 Cr 220,298 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹134 Cr 1,899,298
↓ -234,425 KPIT Technologies Ltd (Technology)
Equity, Since 30 Nov 24 | KPITTECH2% ₹134 Cr 1,062,280
↑ 327,664
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.
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.
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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.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund