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11 Best Performing Mid Cap Mutual Funds to Invest In 2020

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Best Mid Cap Mutual Funds 2020

Updated on January 23, 2020 , 25562 views

Looking for the best mid cap Mutual Funds to invest in 2020? 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.

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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.
  • Mid-cap 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.

Advantages of Midcap funds

If we consider a long term History of Mutual Funds, mid cap funds have consistently outperformed Large cap funds. In fact, the very nature of this fund is that this 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 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Emerging Equity Scheme Growth ₹43.718
↑ 0.43
₹5,88814.120.320.411.811.28.9
Sundaram Mid Cap Fund Growth ₹493.822
↑ 3.40
₹5,90111.315.610.66.28.5-0.3
L&T Midcap Fund Growth ₹141.86
↑ 1.32
₹5,99210.215.89.810.210.6-0.2
Motilal Oswal Midcap 30 Fund  Growth ₹28.5271
↑ 0.45
₹1,81210.124.921.98.39.49.7
DSP BlackRock Midcap Fund Growth ₹61.167
↑ 0.50
₹6,95710.618.71911119.2
BNP Paribas Mid Cap Fund Growth ₹35.533
↑ 0.25
₹75412.91817.29.28.45.2
Edelweiss Mid Cap Fund Growth ₹28.825
↑ 0.23
₹9359.617.614.911.18.95.2
Franklin India Prima Fund Growth ₹1,006.63
↑ 4.79
₹7,5837.511.59.79.38.83.5
SBI Magnum Mid Cap Fund Growth ₹76.7538
↑ 1.05
₹3,47212.314.89.346.90.1
HDFC Mid-Cap Opportunities Fund Growth ₹56.301
↑ 0.25
₹22,796911.78.67.98.60.2
Aditya Birla Sun Life Midcap Fund Growth ₹293.5
↑ 2.37
₹2,37110.910.97.15.87-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

*List of top Mid Cap mutual funds having minimum 200 Crore Net Assets / Assets Under Management (AUM).

1. 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 12.2% since its launch.  Ranked 12 in Mid Cap category.  Return for 2019 was 8.9% , 2018 was -11.7% and 2017 was 43% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (24 Jan 20) ₹43.718 ↑ 0.43   (1.00 %)
Net Assets (Cr) ₹5,888 on 31 Dec 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.42
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,842
31 Dec 16₹11,965
31 Dec 17₹17,110
31 Dec 18₹15,105
31 Dec 19₹16,443

Kotak Emerging Equity Scheme SIP Returns

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

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 9.9%
3 Month 14.1%
6 Month 20.3%
1 Year 20.4%
3 Year 11.8%
5 Year 11.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 109.45 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.34%
Financial Services19.83%
Consumer Cyclical17.1%
Industrials16.78%
Health Care8.19%
Consumer Defensive4.58%
Utility2.31%
Technology1.37%
Energy1.23%
Real Estate1.2%
Communication Services0.52%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹209 Cr1,409,874
↑ 50,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
4%₹202 Cr1,768,018
↑ 82,569
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹189 Cr3,982,771
↑ 180,541
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹188 Cr2,348,274
↑ 17,167
Triparty Repo
CBLO/Reverse Repo | -
3%₹185 Cr
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr397,984
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹173 Cr2,094,935
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹165 Cr408,689
↑ 4,456
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹148 Cr1,440,774
↑ 162,639
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹135 Cr4,168,761
↑ 200,000

2. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25% since its launch.  Ranked 13 in Mid Cap category.  Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (24 Jan 20) ₹493.822 ↑ 3.40   (0.69 %)
Net Assets (Cr) ₹5,901 on 31 Dec 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -0.57
Alpha Ratio 1.33
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹11,115
31 Dec 16₹12,374
31 Dec 17₹17,420
31 Dec 18₹14,736
31 Dec 19₹14,692

Sundaram 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 8.8%
3 Month 11.3%
6 Month 15.6%
1 Year 10.6%
3 Year 6.2%
5 Year 8.5%
10 Year
15 Year
Since launch 25%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
2010 20.8%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 127 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials23.17%
Financial Services19.49%
Consumer Cyclical16.09%
Basic Materials11.81%
Consumer Defensive9.18%
Health Care8.27%
Technology5.37%
Utility3.63%
Communication Services2.2%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity99.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹267 Cr3,329,880
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹240 Cr4,607,610
↓ -29,601
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹191 Cr68,623
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹171 Cr797,725
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹170 Cr1,180,742
↓ -5,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹164 Cr3,959,536
↓ -190,464
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹152 Cr2,103,148
↓ -100,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹151 Cr6,700,000
↓ -65,688
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹146 Cr16,376,618
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹143 Cr329,189

3. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2019 was -0.2% , 2018 was -12% and 2017 was 52.3% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (24 Jan 20) ₹141.86 ↑ 1.32   (0.94 %)
Net Assets (Cr) ₹5,992 on 31 Dec 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.15
Information Ratio 0.5
Alpha Ratio 2.34
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 Dec 14₹10,000
31 Dec 15₹11,077
31 Dec 16₹12,162
31 Dec 17₹18,526
31 Dec 18₹16,297
31 Dec 19₹16,272

L&T Midcap Fund SIP Returns

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

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 8.6%
3 Month 10.2%
6 Month 15.8%
1 Year 9.8%
3 Year 10.2%
5 Year 10.6%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 190 Yr.
Vihang Naik28 Jun 163.43 Yr.

Data below for L&T Midcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials21.73%
Financial Services20.07%
Consumer Cyclical15.99%
Industrials15.41%
Health Care9.33%
Consumer Defensive4.48%
Real Estate3.37%
Technology1.76%
Communication Services1.12%
Utility1.09%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
5%₹302 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹174 Cr7,750,300
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹151 Cr4,825,800
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹145 Cr1,814,400
↓ -200,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 532286
2%₹131 Cr8,152,200
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹130 Cr62,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹128 Cr102,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹127 Cr4,026,272
↓ -34,228
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 531213
2%₹123 Cr7,955,789
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹122 Cr2,460,355

4. 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 19.4% since its launch.  Ranked 27 in Mid Cap category.  Return for 2019 was 9.7% , 2018 was -12.7% and 2017 was 30.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (24 Jan 20) ₹28.5271 ↑ 0.45   (1.59 %)
Net Assets (Cr) ₹1,812 on 31 Dec 19
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.44
Information Ratio 0.06
Alpha Ratio 11.62
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 Dec 14₹10,000
31 Dec 15₹11,648
31 Dec 16₹12,252
31 Dec 17₹16,023
31 Dec 18₹13,988
31 Dec 19₹15,347

Motilal Oswal Midcap 30 Fund  SIP Returns

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

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 8%
3 Month 10.1%
6 Month 24.9%
1 Year 21.9%
3 Year 8.3%
5 Year 9.4%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 144.94 Yr.
Akash Singhania28 Jul 171.51 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical38.41%
Financial Services35.46%
Industrials11.88%
Basic Materials9.83%
Consumer Defensive3.45%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | CUB
9%₹151 Cr6,700,000
↑ 200,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
8%₹140 Cr2,000,000
↑ 100,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
7%₹125 Cr4,900,000
↑ 270,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
7%₹124 Cr1,500,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | JUBLFOOD
7%₹121 Cr750,000
↑ 100,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
5%₹88 Cr40,000
↑ 2,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 500043
5%₹81 Cr500,000
↑ 85,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 31 Oct 17 | 500165
4%₹73 Cr1,400,000
↑ 200,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | TITAN
4%₹70 Cr600,000
↑ 600,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | KOTAKBANK
4%₹69 Cr425,000

5. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

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

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 20 in Mid Cap category.  Return for 2019 was 9.2% , 2018 was -10.2% and 2017 was 39.8% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (24 Jan 20) ₹61.167 ↑ 0.50   (0.83 %)
Net Assets (Cr) ₹6,957 on 31 Dec 19
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.47
Information Ratio 0.55
Alpha Ratio 10.38
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,726
31 Dec 16₹11,954
31 Dec 17₹16,711
31 Dec 18₹15,014
31 Dec 19₹16,397

DSP BlackRock Midcap Fund SIP Returns

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

Returns for DSP BlackRock Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 8.1%
3 Month 10.6%
6 Month 18.7%
1 Year 19%
3 Year 11%
5 Year 11%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
2013 1.7%
2012 45%
2011 -27.2%
2010 29.6%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 127.34 Yr.
Jay Kothari16 Mar 181.63 Yr.
Resham Jain16 Mar 181.63 Yr.

Data below for DSP BlackRock Midcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical22.49%
Basic Materials18.55%
Financial Services14.85%
Industrials13.48%
Health Care11.79%
Technology3.66%
Consumer Defensive3.58%
Real Estate1.94%
Utility1.41%
Asset Allocation
Asset ClassValue
Cash8.15%
Equity91.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
8%₹565 Cr
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
4%₹248 Cr1,388,545
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | JUBLFOOD
3%₹231 Cr1,427,954
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
3%₹229 Cr2,000,066
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK
3%₹226 Cr1,771,040
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | CUB
3%₹223 Cr9,901,942
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 509930
3%₹210 Cr1,842,282
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
3%₹208 Cr2,990,682
↑ 961,350
Voltas Ltd (Industrials)
Equity, Since 28 Feb 18 | VOLTAS
3%₹203 Cr2,901,555
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 16 | 500086
3%₹196 Cr10,068,962

6. 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 9.7% since its launch.  Ranked 18 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -17.5% and 2017 was 49% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (24 Jan 20) ₹35.533 ↑ 0.25   (0.72 %)
Net Assets (Cr) ₹754 on 31 Dec 19
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.19
Information Ratio -0.36
Alpha Ratio 3.95
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 Dec 14₹10,000
31 Dec 15₹11,528
31 Dec 16₹11,388
31 Dec 17₹16,970
31 Dec 18₹14,001
31 Dec 19₹14,730

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 10.6%
3 Month 12.9%
6 Month 18%
1 Year 17.2%
3 Year 9.2%
5 Year 8.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
2012 52.2%
2011 -20.8%
2010 24.7%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Abhijeet Dey7 Oct 163.15 Yr.
Karthikraj Lakshamanan16 Nov 163.04 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services29.23%
Basic Materials15.92%
Consumer Cyclical12.93%
Industrials10.19%
Utility9.63%
Health Care8%
Communication Services5.53%
Consumer Defensive2.57%
Energy1.1%
Technology1.04%
Asset Allocation
Asset ClassValue
Cash3.85%
Equity96.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Nippon Life Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 19 | 540767
4%₹33 Cr925,047
↓ -134,953
Treps
CBLO/Reverse Repo | -
4%₹32 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | CUB
4%₹31 Cr1,388,000
↓ -34,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 539336
4%₹30 Cr1,426,489
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 18 | 533398
4%₹28 Cr415,300
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
4%₹26 Cr183,700
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹25 Cr155,018
Voltas Ltd (Industrials)
Equity, Since 31 Oct 18 | VOLTAS
3%₹24 Cr339,400
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Sep 15 | 532702
3%₹24 Cr1,100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹23 Cr2,545,000

7. 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 9.2% since its launch.  Ranked 22 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -15.7% and 2017 was 52.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (24 Jan 20) ₹28.825 ↑ 0.23   (0.79 %)
Net Assets (Cr) ₹935 on 31 Dec 19
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 0.18
Information Ratio 0.54
Alpha Ratio 7.31
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 Dec 14₹10,000
31 Dec 15₹10,938
31 Dec 16₹11,211
31 Dec 17₹17,069
31 Dec 18₹14,390
31 Dec 19₹15,131

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 8.6%
3 Month 9.6%
6 Month 17.6%
1 Year 14.9%
3 Year 11.1%
5 Year 8.9%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
2012 44.7%
2011 -24.8%
2010 26.1%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Harshad Patwardhan26 Dec 0711.94 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical21.7%
Financial Services21.38%
Industrials17.95%
Basic Materials14.43%
Health Care8.82%
Real Estate4.97%
Communication Services4.57%
Utility3.15%
Technology1.57%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Jun 18 | NAUKRI
4%₹34 Cr127,626
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
3%₹31 Cr211,385
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹31 Cr3,521,721
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 15 | CHOLAFIN
3%₹30 Cr972,836
↓ -73,768
Voltas Ltd (Industrials)
Equity, Since 28 Feb 19 | VOLTAS
3%₹30 Cr427,726
↓ -78,176
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 18 | 533398
3%₹30 Cr437,594
↓ -33,439
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 532514
3%₹30 Cr716,017
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Aug 18 | APOLLOHOSP
3%₹29 Cr200,378
↓ -15,611
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹27 Cr1,185,944
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 500850
3%₹25 Cr1,681,728
↓ -311,921

8. Franklin India Prima Fund

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

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 29 in Mid Cap category.  Return for 2019 was 3.5% , 2018 was -9.4% and 2017 was 39.7% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (24 Jan 20) ₹1,006.63 ↑ 4.79   (0.48 %)
Net Assets (Cr) ₹7,583 on 31 Dec 19
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.07
Information Ratio -0.3
Alpha Ratio 2.14
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 Dec 14₹10,000
31 Dec 15₹10,681
31 Dec 16₹11,584
31 Dec 17₹16,183
31 Dec 18₹14,663
31 Dec 19₹15,181

Franklin India Prima Fund SIP Returns

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

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 5.9%
3 Month 7.5%
6 Month 11.5%
1 Year 9.7%
3 Year 9.3%
5 Year 8.8%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
2012 44.4%
2011 -22.1%
2010 19.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Jan 0811.92 Yr.
Hari Shyamsunder2 May 163.58 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services21.06%
Consumer Cyclical18.88%
Basic Materials15.99%
Industrials14.11%
Utility5.46%
Energy4.29%
Health Care4.15%
Communication Services3.85%
Consumer Defensive3.22%
Real Estate2.59%
Technology0.56%
Asset Allocation
Asset ClassValue
Equity94.18%
Other5.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹443 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹268 Cr2,098,530
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹220 Cr2,744,401
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹218 Cr1,350,892
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹218 Cr9,688,196
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹212 Cr4,045,770
↓ -400,000
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 500770
3%₹200 Cr2,956,964
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹197 Cr2,814,830
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 14 | 500547
3%₹194 Cr3,800,170
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500850
2%₹190 Cr12,720,763

9. 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 14.7% since its launch.  Ranked 28 in Mid Cap category.  Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (24 Jan 20) ₹76.7538 ↑ 1.05   (1.38 %)
Net Assets (Cr) ₹3,472 on 31 Dec 19
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -1.56
Alpha Ratio -0.98
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 Dec 14₹10,000
31 Dec 15₹11,492
31 Dec 16₹12,065
31 Dec 17₹16,105
31 Dec 18₹13,209
31 Dec 19₹13,219

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 ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 9.2%
3 Month 12.3%
6 Month 14.8%
1 Year 9.3%
3 Year 4%
5 Year 6.9%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
2012 48%
2011 -25.8%
2010 14.7%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 108.84 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services20.08%
Basic Materials19.53%
Industrials16.41%
Consumer Cyclical10.91%
Health Care10.76%
Utility6.99%
Technology6.47%
Real Estate5.85%
Consumer Defensive0.08%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 14 | PIIND
8%₹279 Cr1,881,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
6%₹208 Cr6,662,175
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹204 Cr1,561,806
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Dec 17 | GODREJPROP
5%₹190 Cr2,095,872
Ramco Cements Ltd (Basic Materials)
Equity, Since 29 Feb 12 | RAMCOCEM
5%₹162 Cr2,028,391
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Mar 18 | 532702
4%₹154 Cr7,167,951
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
4%₹133 Cr4,047,103
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Dec 18 | 532129
4%₹129 Cr3,814,251
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 18 | TORNTPHARM
3%₹121 Cr636,806
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹119 Cr1,161,202

10. HDFC Mid-Cap Opportunities Fund

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

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 24 in Mid Cap category.  Return for 2019 was 0.2% , 2018 was -11.2% and 2017 was 41.7% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (24 Jan 20) ₹56.301 ↑ 0.25   (0.44 %)
Net Assets (Cr) ₹22,796 on 31 Dec 19
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.12
Information Ratio 0.18
Alpha Ratio 2.98
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 Dec 14₹10,000
31 Dec 15₹10,581
31 Dec 16₹11,782
31 Dec 17₹16,690
31 Dec 18₹14,820
31 Dec 19₹14,850

HDFC Mid-Cap Opportunities Fund SIP Returns

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

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 6.7%
3 Month 9%
6 Month 11.7%
1 Year 8.6%
3 Year 7.9%
5 Year 8.6%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
2012 39.6%
2011 -18.3%
2010 32.1%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0712.28 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical24.5%
Financial Services22.52%
Industrials16.23%
Basic Materials9.73%
Health Care8.23%
Technology6.89%
Consumer Defensive1.98%
Communication Services1.09%
Asset Allocation
Asset ClassValue
Cash7.53%
Equity91.95%
Debt0.44%
Other0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
6%₹1,471 Cr
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
4%₹1,014 Cr32,500,000
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 524208
4%₹799 Cr9,475,254
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹774 Cr8,358,370
Voltas Ltd (Industrials)
Equity, Since 30 Sep 12 | VOLTAS
3%₹746 Cr10,647,500
City Union Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | CUB
3%₹743 Cr33,052,000
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹689 Cr14,749,755
↓ -300,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
3%₹647 Cr12,420,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 11 | TORNTPHARM
3%₹646 Cr3,400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
3%₹623 Cr41,669,982

11. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch.  Ranked 16 in Mid Cap category.  Return for 2019 was -3.7% , 2018 was -16% and 2017 was 44.8% .

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

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (24 Jan 20) ₹293.5 ↑ 2.37   (0.81 %)
Net Assets (Cr) ₹2,371 on 31 Dec 19
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.36
Information Ratio -0.33
Alpha Ratio -1.06
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹11,037
31 Dec 16₹11,662
31 Dec 17₹16,892
31 Dec 18₹14,182
31 Dec 19₹13,651

Aditya Birla Sun Life 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 8.3%
3 Month 10.9%
6 Month 10.9%
1 Year 7.1%
3 Year 5.8%
5 Year 7%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
2013 -2%
2012 36.1%
2011 -26.5%
2010 13.3%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Jayesh Gandhi1 Jan 154.75 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services24.41%
Industrials16.05%
Health Care14.44%
Basic Materials13.5%
Consumer Cyclical11.95%
Utility5.64%
Technology4.71%
Communication Services2.34%
Consumer Defensive1.81%
Energy1.41%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash2.44%
Equity97.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KEC International Ltd (Industrials)
Equity, Since 30 Nov 15 | 532714
3%₹76 Cr2,700,000
↑ 125,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | 504973
3%₹76 Cr1,529,558
↑ 29,558
TeamLease Services Ltd (Industrials)
Equity, Since 29 Feb 16 | TEAMLEASE
3%₹75 Cr300,000
↑ 1,027
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
3%₹71 Cr8,000,000
↑ 500,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 14 | 532702
3%₹67 Cr3,100,000
↑ 100,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 506395
3%₹64 Cr1,354,400
↑ 54,400
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹63 Cr2,474,477
↓ -275,523
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | INDUSINDBK
3%₹63 Cr400,010
Mahindra CIE Automotive Ltd (Consumer Cyclical)
Equity, Since 31 May 15 | 532756
3%₹62 Cr4,100,000
↑ 220,370
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
2%₹58 Cr1,000,000
↓ -109,872

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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