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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 September 23, 2020 , 38310 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 (%)
DSP BlackRock Midcap Fund Growth ₹60.201
↑ 0.99
₹7,88311.839.511.25.111.39.2
Axis Mid Cap Fund Growth ₹41.16
↑ 0.62
₹6,3078.630.38.910.59.911.3
Invesco India Mid Cap Fund Growth ₹52.41
↑ 1.21
₹93511.537.5116.19.33.8
Kotak Emerging Equity Scheme Growth ₹40.032
↑ 0.78
₹7,30011.939.84.62.79.28.9
L&T Midcap Fund Growth ₹134.96
↑ 2.09
₹5,79112.442.95.809.1-0.2
PGIM India Midcap Opportunities Fund Growth ₹21.94
↑ 0.59
₹24819.958.226.767.63.6
Edelweiss Mid Cap Fund Growth ₹27.505
↑ 0.50
₹9171341.652.67.45.2
HDFC Mid-Cap Opportunities Fund Growth ₹52.883
↑ 0.98
₹22,1259.7401.5-0.17.30.2
TATA Mid Cap Growth Fund Growth ₹142.929
↑ 2.96
₹8389.337.13.52.76.96.5
Franklin India Prima Fund Growth ₹894.245
↑ 15.81
₹6,5726.833.6-4.7-0.46.63.5
UTI Mid Cap Fund Growth ₹106.951
↑ 1.86
₹3,88014.145.210.62.16.1-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 20

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

1. 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 13.8% 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 (25 Sep 20) ₹60.201 ↑ 0.99   (1.68 %)
Net Assets (Cr) ₹7,883 on 31 Aug 20
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.5
Information Ratio 0.84
Alpha Ratio 7.48
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 Aug 15₹10,000
31 Aug 16₹12,059
31 Aug 17₹14,162
31 Aug 18₹15,480
31 Aug 19₹13,961
31 Aug 20₹16,295

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 ₹405,518.
Net Profit of ₹105,518
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 25 Sep 20

DurationReturns
1 Month -2.1%
3 Month 11.8%
6 Month 39.5%
1 Year 11.2%
3 Year 5.1%
5 Year 11.3%
10 Year
15 Year
Since launch 13.8%
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 128.17 Yr.
Jay Kothari16 Mar 182.46 Yr.
Resham Jain16 Mar 182.46 Yr.

Data below for DSP BlackRock Midcap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.95%
Financial Services16.53%
Basic Materials15.12%
Health Care13.78%
Industrials10.72%
Technology4.38%
Consumer Defensive4.35%
Utility2.22%
Real Estate1.39%
Asset Allocation
Asset ClassValue
Cash8.56%
Equity91.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
5%₹378 Cr2,000,066
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | BALKRISIND
4%₹297 Cr2,245,073
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
4%₹282 Cr3,715,779
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹278 Cr2,990,682
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 14 | ATUL
3%₹274 Cr474,570
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAFIN
3%₹255 Cr10,991,081
↑ 831,310
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 509930
3%₹249 Cr1,861,484
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 17 | DIVISLAB
3%₹246 Cr786,879
↓ -247,360
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 15 | 531213
3%₹238 Cr16,084,635
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
3%₹237 Cr3,426,041

2. 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 15.9% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (25 Sep 20) ₹41.16 ↑ 0.62   (1.53 %)
Net Assets (Cr) ₹6,307 on 31 Aug 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 0.49
Information Ratio 1.27
Alpha Ratio 4.76
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 Aug 15₹10,000
31 Aug 16₹10,363
31 Aug 17₹11,843
31 Aug 18₹14,724
31 Aug 19₹13,710
31 Aug 20₹15,823

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 ₹385,859.
Net Profit of ₹85,859
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 25 Sep 20

DurationReturns
1 Month -2.7%
3 Month 8.6%
6 Month 30.3%
1 Year 8.9%
3 Year 10.5%
5 Year 9.9%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.77 Yr.

Data below for Axis Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical17.31%
Health Care14.49%
Financial Services13.78%
Basic Materials11.33%
Industrials9.88%
Technology8.97%
Consumer Defensive7.27%
Utility3.77%
Communication Services2.85%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
5%₹312 Cr1,655,400
↑ 62,678
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
5%₹286 Cr1,557,136
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹232 Cr1,030,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 500800
4%₹227 Cr4,258,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹226 Cr3,557,000
↑ 132,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹215 Cr9,265,676
↑ 2,455,676
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
3%₹204 Cr1,859,431
↑ 175,614
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹193 Cr3,018,000
↑ 285,854
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹186 Cr1,661,231
Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 526299
3%₹177 Cr1,605,000

3. 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 13.1% since its launch.  Ranked 38 in Mid Cap category.  Return for 2019 was 3.8% , 2018 was -5.3% and 2017 was 44.3% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (25 Sep 20) ₹52.41 ↑ 1.21   (2.36 %)
Net Assets (Cr) ₹935 on 31 Aug 20
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.47
Information Ratio 1.03
Alpha Ratio 6.65
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 Aug 15₹10,000
31 Aug 16₹11,149
31 Aug 17₹12,967
31 Aug 18₹15,268
31 Aug 19₹13,157
31 Aug 20₹15,218

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 ₹385,859.
Net Profit of ₹85,859
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 25 Sep 20

DurationReturns
1 Month -2.5%
3 Month 11.5%
6 Month 37.5%
1 Year 11%
3 Year 6.1%
5 Year 9.3%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
2012 41.7%
2011 -17.5%
2010 25.7%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 182.43 Yr.
Neelesh Dhamnaskar18 Jul 182.12 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.26%
Financial Services13.65%
Industrials13.25%
Health Care12.5%
Basic Materials11.51%
Technology9.02%
Utility8.68%
Communication Services3.82%
Real Estate2.31%
Asset Allocation
Asset ClassValue
Cash4.99%
Equity95.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
4%₹39 Cr292,805
↑ 15,230
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 18 | 506395
4%₹36 Cr471,703
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Mar 18 | 532514
3%₹32 Cr808,252
↑ 90,512
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 19 | 533398
3%₹29 Cr249,631
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹29 Cr876,927
↑ 159,795
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
3%₹28 Cr448,326
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹28 Cr718,192
↑ 125,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 18 | APOLLOHOSP
3%₹28 Cr173,027
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 17 | AIAENG
3%₹28 Cr156,023
↑ 1,196
Syngene International Ltd (Healthcare)
Equity, Since 30 Apr 20 | 539268
3%₹27 Cr571,934

4. 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 10.8% 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 (25 Sep 20) ₹40.032 ↑ 0.78   (1.98 %)
Net Assets (Cr) ₹7,300 on 31 Aug 20
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.36
Information Ratio 0.74
Alpha Ratio 3.36
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 Aug 15₹10,000
31 Aug 16₹12,093
31 Aug 17₹14,247
31 Aug 18₹15,488
31 Aug 19₹13,827
31 Aug 20₹15,418

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 ₹385,859.
Net Profit of ₹85,859
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 25 Sep 20

DurationReturns
1 Month -2.8%
3 Month 11.9%
6 Month 39.8%
1 Year 4.6%
3 Year 2.7%
5 Year 9.2%
10 Year
15 Year
Since launch 10.8%
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 1010.2 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Aug 20

Equity Sector Allocation
SectorValue
Basic Materials25.72%
Consumer Cyclical20.54%
Industrials20.15%
Financial Services12.78%
Health Care8.42%
Consumer Defensive4.74%
Technology2.34%
Real Estate1.76%
Utility1.36%
Energy0.69%
Communication Services0.3%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
6%₹411 Cr3,072,732
↑ 20,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹301 Cr3,960,020
↓ -25,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹288 Cr1,569,008
↓ -57,702
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹276 Cr3,980,461
↑ 144,689
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹249 Cr628,620
↑ 8,722
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹198 Cr1,436,602
↑ 70,000
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
2%₹182 Cr2,380,635
↑ 15,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹178 Cr3,336,722
↓ -299,999
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
2%₹175 Cr302,002
↑ 6,901
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 May 19 | 532321
2%₹167 Cr4,511,421

5. 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 17.5% 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 (25 Sep 20) ₹134.96 ↑ 2.09   (1.57 %)
Net Assets (Cr) ₹5,791 on 31 Aug 20
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.32
Information Ratio 0.22
Alpha Ratio 1.93
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 Aug 15₹10,000
31 Aug 16₹11,387
31 Aug 17₹15,192
31 Aug 18₹16,353
31 Aug 19₹13,519
31 Aug 20₹14,905

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 ₹385,859.
Net Profit of ₹85,859
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 25 Sep 20

DurationReturns
1 Month -1.6%
3 Month 12.4%
6 Month 42.9%
1 Year 5.8%
3 Year 0%
5 Year 9.1%
10 Year
15 Year
Since launch 17.5%
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 190.71 Yr.
Vihang Naik28 Jun 164.18 Yr.

Data below for L&T Midcap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Basic Materials22.75%
Financial Services15.81%
Health Care14.91%
Industrials11.49%
Consumer Cyclical10.46%
Technology6.54%
Consumer Defensive5.11%
Real Estate3.04%
Communication Services2.15%
Utility1.74%
Energy0.46%
Asset Allocation
Asset ClassValue
Cash5.55%
Equity94.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹241 Cr414,377
↓ -6,223
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
4%₹218 Cr6,119,555
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹196 Cr1,037,300
↓ -148,300
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
3%₹194 Cr1,755,600
↓ -49,700
Syngene International Ltd (Healthcare)
Equity, Since 31 May 19 | 539268
3%₹167 Cr3,511,800
Atul Ltd (Basic Materials)
Equity, Since 30 Jun 19 | ATUL
3%₹147 Cr254,500
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
3%₹145 Cr1,908,481
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹139 Cr84,860
↓ -4,829
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 15 | MCX
2%₹132 Cr825,375
↓ -24,194
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 532286
2%₹126 Cr6,133,800
↓ -277,800

6. 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 12.2% since its launch.  Ranked 40 in Mid Cap category.  Return for 2019 was 3.6% , 2018 was -16.1% and 2017 was 37% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (25 Sep 20) ₹21.94 ↑ 0.59   (2.76 %)
Net Assets (Cr) ₹248 on 31 Aug 20
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.92
Sharpe Ratio 0.84
Information Ratio 0.82
Alpha Ratio 20.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹10,618
31 Aug 17₹11,887
31 Aug 18₹12,779
31 Aug 19₹10,229
31 Aug 20₹13,512

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 ₹367,070.
Net Profit of ₹67,070
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 25 Sep 20

DurationReturns
1 Month -0.6%
3 Month 19.9%
6 Month 58.2%
1 Year 26.7%
3 Year 6%
5 Year 7.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
2011
2010
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha5 Apr 182.41 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Basic Materials21.13%
Industrials15.66%
Technology14.7%
Financial Services13.79%
Health Care11.73%
Consumer Cyclical10.55%
Communication Services2.97%
Utility2.88%
Asset Allocation
Asset ClassValue
Cash6.59%
Equity93.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | 532541
4%₹10 Cr50,000
↑ 12,500
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
4%₹9 Cr80,000
↑ 25,000
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 19 | 533573
4%₹9 Cr95,000
↑ 30,000
ACC Ltd (Basic Materials)
Equity, Since 31 Jul 20 | 500410
3%₹9 Cr65,000
↑ 30,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹8 Cr1,500,000
↑ 300,000
Atul Ltd (Basic Materials)
Equity, Since 31 May 19 | ATUL
3%₹8 Cr14,000
↓ -1,000
Voltas Ltd (Industrials)
Equity, Since 31 Jul 19 | VOLTAS
3%₹8 Cr125,000
↑ 25,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 20 | HDFCBANK
3%₹8 Cr70,000
↑ 15,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Jul 20 | 542726
3%₹7 Cr20,000
↑ 10,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 May 18 | PIIND
3%₹7 Cr40,000
↑ 4,000

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 8.3% 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 (25 Sep 20) ₹27.505 ↑ 0.50   (1.86 %)
Net Assets (Cr) ₹917 on 31 Aug 20
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio 0.38
Information Ratio 0.66
Alpha Ratio 4.02
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,009
31 Aug 17₹13,138
31 Aug 18₹14,699
31 Aug 19₹12,500
31 Aug 20₹14,052

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 ₹367,070.
Net Profit of ₹67,070
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 25 Sep 20

DurationReturns
1 Month -3.9%
3 Month 13%
6 Month 41.6%
1 Year 5%
3 Year 2.6%
5 Year 7.4%
10 Year
15 Year
Since launch 8.3%
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 0712.69 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Basic Materials19.61%
Industrials18.31%
Financial Services16.72%
Consumer Cyclical12.88%
Health Care10.5%
Technology10.32%
Utility5.95%
Consumer Defensive3.39%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
5%₹42 Cr230,207
Ipca Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 19 | 524494
4%₹38 Cr203,537
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
4%₹33 Cr41,064
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 500800
3%₹31 Cr583,833
↓ -358,823
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | JUBLFOOD
3%₹31 Cr147,444
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | 506395
3%₹30 Cr388,643
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 15 | CHOLAFIN
3%₹28 Cr1,215,679
↑ 307,084
SRF Ltd (Basic Materials)
Equity, Since 30 Apr 20 | SRF
3%₹27 Cr67,735
↑ 5,641
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹27 Cr4,942,086
↑ 2,127,304
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 18 | 500271
3%₹26 Cr441,486
↓ -86,492

8. 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 13.4% 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 (25 Sep 20) ₹52.883 ↑ 0.98   (1.88 %)
Net Assets (Cr) ₹22,125 on 31 Aug 20
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.29
Information Ratio 0.5
Alpha Ratio 0.88
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 Aug 15₹10,000
31 Aug 16₹12,065
31 Aug 17₹14,129
31 Aug 18₹15,723
31 Aug 19₹13,177
31 Aug 20₹14,354

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 ₹367,070.
Net Profit of ₹67,070
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 25 Sep 20

DurationReturns
1 Month -5%
3 Month 9.7%
6 Month 40%
1 Year 1.5%
3 Year -0.1%
5 Year 7.3%
10 Year
15 Year
Since launch 13.4%
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 0713.19 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical26.13%
Industrials17.34%
Financial Services16.59%
Health Care11.67%
Basic Materials10.85%
Technology9.29%
Consumer Defensive3.78%
Communication Services0.85%
Asset Allocation
Asset ClassValue
Cash3.49%
Equity96.51%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
5%₹1,077 Cr8,148,370
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 524208
4%₹922 Cr8,800,000
↓ -138,554
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
3%₹741 Cr31,907,500
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
3%₹722 Cr11,300,000
↓ -300,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹704 Cr3,728,500
Voltas Ltd (Industrials)
Equity, Since 30 Sep 12 | VOLTAS
3%₹676 Cr10,647,500
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 09 | DIVISLAB
3%₹668 Cr2,138,903
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹658 Cr14,603,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹634 Cr59,750,480
↑ 500,000
Atul Ltd (Basic Materials)
Equity, Since 31 Aug 16 | ATUL
3%₹597 Cr1,031,980

9. 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 10.7% since its launch.  Ranked 31 in Mid Cap category.  Return for 2019 was 6.5% , 2018 was -13% and 2017 was 49.8% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (25 Sep 20) ₹142.929 ↑ 2.96   (2.12 %)
Net Assets (Cr) ₹838 on 31 Aug 20
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.29
Information Ratio 0.62
Alpha Ratio 0.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹10,734
31 Aug 17₹12,931
31 Aug 18₹13,752
31 Aug 19₹12,665
31 Aug 20₹13,831

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 ₹357,992.
Net Profit of ₹57,992
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 25 Sep 20

DurationReturns
1 Month -3.1%
3 Month 9.3%
6 Month 37.1%
1 Year 3.5%
3 Year 2.7%
5 Year 6.9%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
2012 37.7%
2011 -22.7%
2010 16.7%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Rupesh Patel27 Jun 173.18 Yr.
Ennette Fernandes18 Jun 182.21 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical19.36%
Basic Materials18.98%
Financial Services16.39%
Industrials12.61%
Utility11.95%
Health Care10.3%
Technology3.97%
Consumer Defensive2.41%
Real Estate1.25%
Asset Allocation
Asset ClassValue
Cash3.37%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
6%₹51 Cr280,000
↓ -10,000
Voltas Ltd (Industrials)
Equity, Since 31 May 18 | VOLTAS
4%₹37 Cr580,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
4%₹34 Cr265,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
4%₹31 Cr150,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 532504
4%₹31 Cr160,000
↓ -7,495
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
3%₹29 Cr451,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Jun 20 | 500400
3%₹27 Cr4,600,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 16 | 533398
3%₹27 Cr233,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Dec 19 | 539336
3%₹26 Cr800,000
Amara Raja Batteries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 500008
3%₹24 Cr330,000

10. 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 18.2% 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 (25 Sep 20) ₹894.245 ↑ 15.81   (1.80 %)
Net Assets (Cr) ₹6,572 on 31 Aug 20
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.15
Information Ratio -0.23
Alpha Ratio -7.92
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 Aug 15₹10,000
31 Aug 16₹12,092
31 Aug 17₹13,874
31 Aug 18₹15,288
31 Aug 19₹13,526
31 Aug 20₹14,041

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 ₹357,992.
Net Profit of ₹57,992
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 25 Sep 20

DurationReturns
1 Month -4.6%
3 Month 6.8%
6 Month 33.6%
1 Year -4.7%
3 Year -0.4%
5 Year 6.6%
10 Year
15 Year
Since launch 18.2%
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 0812.68 Yr.
Hari Shyamsunder2 May 164.34 Yr.
Pyari Menon26 Sep 190.93 Yr.

Data below for Franklin India Prima Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical21.67%
Financial Services20.2%
Basic Materials17.46%
Industrials12.86%
Consumer Defensive6.54%
Utility4.88%
Energy4.17%
Real Estate2.55%
Communication Services2.37%
Health Care1.71%
Technology1.36%
Asset Allocation
Asset ClassValue
Equity95.76%
Other4.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹222 Cr1,988,423
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 17 | RAMCOCEM
3%₹220 Cr3,169,401
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹216 Cr7,941,052
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹212 Cr4,435,936
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
3%₹204 Cr5,159,409
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹198 Cr3,121,691
WABCO India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | WABCOINDIA
3%₹196 Cr281,404
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | 500800
3%₹191 Cr3,596,137
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹189 Cr1,350,892
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
3%₹184 Cr2,881,049

11. 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 16.1% since its launch.  Ranked 36 in Mid Cap category.  Return for 2019 was -0.2% , 2018 was -14.9% and 2017 was 42% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (25 Sep 20) ₹106.951 ↑ 1.86   (1.77 %)
Net Assets (Cr) ₹3,880 on 31 Aug 20
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.49
Information Ratio 0
Alpha Ratio 4.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,307
31 Aug 17₹12,516
31 Aug 18₹13,479
31 Aug 19₹11,262
31 Aug 20₹13,160

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 ₹357,992.
Net Profit of ₹57,992
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 25 Sep 20

DurationReturns
1 Month -2.2%
3 Month 14.1%
6 Month 45.2%
1 Year 10.6%
3 Year 2.1%
5 Year 6.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
2012 41.6%
2011 -23.9%
2010 18.9%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 191.01 Yr.

Data below for UTI Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.75%
Basic Materials15.64%
Health Care14.36%
Financial Services13.19%
Industrials12.58%
Technology6.36%
Consumer Defensive5.51%
Utility4.37%
Real Estate2.44%
Communication Services2.01%
Energy0.01%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
4%₹145 Cr791,217
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | JUBLFOOD
4%₹142 Cr676,828
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506395
4%₹141 Cr1,849,508
SRF Ltd (Basic Materials)
Equity, Since 31 May 10 | SRF
3%₹124 Cr305,732
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 14 | 500800
3%₹117 Cr2,203,127
Escorts Ltd (Industrials)
Equity, Since 31 May 13 | 500495
3%₹109 Cr1,006,324
Mphasis Ltd (Technology)
Equity, Since 31 Mar 15 | 526299
2%₹91 Cr827,130
Syngene International Ltd (Healthcare)
Equity, Since 30 Nov 17 | 539268
2%₹87 Cr1,838,128
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
2%₹85 Cr3,639,989
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹80 Cr1,233,688

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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