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Best 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 ₹103.517
↑ 0.21 ₹30,401 11.5 -7.1 10 35.4 36.2 57.1 Edelweiss Mid Cap Fund Growth ₹103.036
↑ 0.41 ₹10,028 14.4 2.7 11.9 31.7 33.5 38.9 Invesco India Mid Cap Fund Growth ₹180.24
↑ 0.62 ₹6,641 18 4.4 17.3 32.9 30.9 43.1 ICICI Prudential MidCap Fund Growth ₹302.97
↑ 0.46 ₹6,421 16.7 6.2 5.8 27.4 30.7 27 SBI Magnum Mid Cap Fund Growth ₹239.564
↑ 1.74 ₹22,406 9 2.6 2.9 23.1 29.5 20.3 PGIM India Midcap Opportunities Fund Growth ₹65.87
↑ 0.50 ₹11,052 12.7 3.3 6.7 19.6 29.2 21 Sundaram Mid Cap Fund Growth ₹1,386.46
↑ 3.93 ₹12,344 11.8 1.1 9.3 29.9 28.6 32 Aditya Birla Sun Life Midcap Fund Growth ₹795.07
↑ 1.07 ₹5,922 11.5 3.3 5.8 23.7 27.6 22 Franklin India Prima Fund Growth ₹2,799.59
↑ 13.09 ₹12,285 11.2 1.7 7.7 29.3 27.2 31.8 BNP Paribas Mid Cap Fund Growth ₹101.35
↑ 0.56 ₹2,137 9.4 -0.6 2.3 24.6 27.2 28.5 TATA Mid Cap Growth Fund Growth ₹433.195
↑ 1.83 ₹4,701 10.6 2.3 0.1 25.9 27 22.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
*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. 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 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. 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 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. 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a 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. 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 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. 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 Below is the key information for PGIM India Midcap Opportunities 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. 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 Below is the key information for Sundaram 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. 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 Below is the key information for Aditya Birla Sun Life Midcap 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. 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 Below is the key information for Franklin India Prima 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. 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 Below is the key information for BNP Paribas Mid Cap 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. 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 Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (27 Jun 25) ₹103.517 ↑ 0.21 (0.21 %) Net Assets (Cr) ₹30,401 on 31 May 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.56 Information Ratio 0.47 Alpha Ratio 9.44 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 May 20 ₹10,000 31 May 21 ₹17,139 31 May 22 ₹21,910 31 May 23 ₹27,996 31 May 24 ₹41,746 31 May 25 ₹49,975 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 4.2% 3 Month 11.5% 6 Month -7.1% 1 Year 10% 3 Year 35.4% 5 Year 36.2% 10 Year 15 Year Since launch 22.9% 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 0.66 Yr. Niket Shah 1 Jul 20 4.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 29.99% Consumer Cyclical 16.64% Industrials 14.58% Health Care 4.76% Communication Services 3.95% Real Estate 3.03% Basic Materials 2.07% Utility 0.35% Financial Services 0.09% Asset Allocation
Asset Class Value Cash 32.1% Equity 67.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,078 Cr 3,600,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,960 Cr 5,250,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,437 Cr 43,490,250 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,498 Cr 2,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,236 Cr 6,750,000
↑ 250,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,227 Cr 835,200
↑ 100,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT4% ₹1,210 Cr 2,143,194
↑ 7,450 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,149 Cr 12,900,814
↑ 512,314 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,122 Cr 9,969,361 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI3% ₹993 Cr 2,750,000
↑ 50,000 2. Edelweiss Mid Cap Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Jun 25) ₹103.036 ↑ 0.41 (0.39 %) Net Assets (Cr) ₹10,028 on 31 May 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.51 Information Ratio 0.17 Alpha Ratio 6.01 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 May 20 ₹10,000 31 May 21 ₹18,751 31 May 22 ₹20,913 31 May 23 ₹24,694 31 May 24 ₹37,062 31 May 25 ₹43,208 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 5.5% 3 Month 14.4% 6 Month 2.7% 1 Year 11.9% 3 Year 31.7% 5 Year 33.5% 10 Year 15 Year Since launch 14.3% 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 0.63 Yr. Trideep Bhattacharya 1 Oct 21 3.67 Yr. Raj Koradia 1 Aug 24 0.83 Yr. Data below for Edelweiss Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 22.07% Consumer Cyclical 17.22% Industrials 12.28% Health Care 10.9% Technology 10.04% Basic Materials 9.68% Consumer Defensive 5.61% Real Estate 3.38% Communication Services 2.22% Energy 1.78% Utility 1.38% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹325 Cr 197,393 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹295 Cr 3,744,155
↓ -292,320 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹294 Cr 2,674,120 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹284 Cr 3,992,722
↑ 36,768 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹257 Cr 195,410
↑ 2,289 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹257 Cr 482,434
↓ -17,602 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹232 Cr 317,773
↑ 31,458 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹225 Cr 49,386
↑ 8,615 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002572% ₹212 Cr 1,011,128
↑ 123,959 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹212 Cr 1,301,403 3. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Jun 25) ₹180.24 ↑ 0.62 (0.35 %) Net Assets (Cr) ₹6,641 on 31 May 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.69 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 May 20 ₹10,000 31 May 21 ₹16,865 31 May 22 ₹18,479 31 May 23 ₹21,793 31 May 24 ₹31,587 31 May 25 ₹38,644 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 7.7% 3 Month 18% 6 Month 4.4% 1 Year 17.3% 3 Year 32.9% 5 Year 30.9% 10 Year 15 Year Since launch 17.2% 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 1.56 Yr. Amit Ganatra 1 Sep 23 1.75 Yr. Data below for Invesco India Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 26.33% Health Care 18.64% Consumer Cyclical 16.77% Industrials 11.18% Technology 9.21% Basic Materials 7.94% Real Estate 7.87% Communication Services 1.97% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹322 Cr 506,411 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹277 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹260 Cr 1,893,617
↑ 236,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹256 Cr 155,335 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹247 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹246 Cr 12,506,782 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹228 Cr 441,151
↑ 20,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹220 Cr 431,234 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹220 Cr 1,684,103 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC3% ₹192 Cr 439,084
↑ 101,760 4. ICICI Prudential MidCap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 35 in Mid Cap category. Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% . ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (27 Jun 25) ₹302.97 ↑ 0.46 (0.15 %) Net Assets (Cr) ₹6,421 on 31 May 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.15 Information Ratio -0.54 Alpha Ratio -1.74 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 May 20 ₹10,000 31 May 21 ₹19,491 31 May 22 ₹21,182 31 May 23 ₹23,727 31 May 24 ₹37,221 31 May 25 ₹40,210 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 6.6% 3 Month 16.7% 6 Month 6.2% 1 Year 5.8% 3 Year 27.4% 5 Year 30.7% 10 Year 15 Year Since launch 17.9% 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 2.92 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential MidCap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Basic Materials 30.37% Industrials 20.19% Financial Services 16.79% Communication Services 11.55% Consumer Cyclical 9% Real Estate 7.84% Health Care 2.46% Technology 0.56% Utility 0.17% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI4% ₹264 Cr 372,785 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹249 Cr 2,779,227
↑ 100,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹210 Cr 3,136,084 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹209 Cr 1,235,794 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE3% ₹199 Cr 312,410
↑ 10,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹195 Cr 1,418,018 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹188 Cr 1,158,585 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹181 Cr 3,106,731 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹181 Cr 1,117,934 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹179 Cr 824,501 5. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 28 in Mid Cap category. Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (27 Jun 25) ₹239.564 ↑ 1.74 (0.73 %) Net Assets (Cr) ₹22,406 on 31 May 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.18 Information Ratio -1.09 Alpha Ratio -1.03 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 May 20 ₹10,000 31 May 21 ₹19,406 31 May 22 ₹22,908 31 May 23 ₹27,164 31 May 24 ₹36,622 31 May 25 ₹39,762 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.8% 3 Month 9% 6 Month 2.6% 1 Year 2.9% 3 Year 23.1% 5 Year 29.5% 10 Year 15 Year Since launch 17% 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 1.17 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.25% Financial Services 19.55% Health Care 13.27% Basic Materials 11.07% Industrials 10.78% Technology 4.79% Consumer Defensive 4.4% Real Estate 3.98% Utility 3.36% Communication Services 1.9% Energy 1.32% Asset Allocation
Asset Class Value Cash 5.31% Equity 94.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹783 Cr 1,490,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹723 Cr 4,700,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹712 Cr 1,600,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000343% ₹691 Cr 800,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹668 Cr 225,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI3% ₹605 Cr 1,050,000
↑ 400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹604 Cr 5,500,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹556 Cr 1,600,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD2% ₹537 Cr 7,501,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹531 Cr 27,000,000 6. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 40 in Mid Cap category. Return for 2024 was 21% , 2023 was 20.8% and 2022 was -1.7% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (27 Jun 25) ₹65.87 ↑ 0.50 (0.76 %) Net Assets (Cr) ₹11,052 on 31 May 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.72 Sharpe Ratio 0.29 Information Ratio -1.75 Alpha Ratio 1.1 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 May 20 ₹10,000 31 May 21 ₹20,907 31 May 22 ₹24,026 31 May 23 ₹27,061 31 May 24 ₹33,846 31 May 25 ₹37,578 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 5.3% 3 Month 12.7% 6 Month 3.3% 1 Year 6.7% 3 Year 19.6% 5 Year 29.2% 10 Year 15 Year Since launch 17.7% 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 2.17 Yr. Puneet Pal 16 Jul 22 2.88 Yr. Utsav Mehta 1 Nov 23 1.58 Yr. Vivek Sharma 15 Apr 24 1.13 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 18.43% Financial Services 18.06% Consumer Cyclical 17.85% Health Care 14.1% Basic Materials 10.7% Technology 8.15% Consumer Defensive 3.26% Communication Services 2.86% Real Estate 1.72% Utility 1.23% Asset Allocation
Asset Class Value Cash 3.46% Equity 96.35% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS4% ₹407 Cr 308,971 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH4% ₹387 Cr 3,526,055 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON4% ₹381 Cr 231,469 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT3% ₹280 Cr 548,106 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹277 Cr 519,968 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002712% ₹251 Cr 1,922,769 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5008502% ₹233 Cr 2,956,582 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC2% ₹233 Cr 532,100 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 24 | MANKIND2% ₹228 Cr 923,014 Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹223 Cr 74,300 7. Sundaram Mid Cap Fund
CAGR/Annualized return of 24% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Jun 25) ₹1,386.46 ↑ 3.93 (0.28 %) Net Assets (Cr) ₹12,344 on 31 May 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.38 Information Ratio 0.1 Alpha Ratio 2.99 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 May 20 ₹10,000 31 May 21 ₹17,030 31 May 22 ₹18,572 31 May 23 ₹21,946 31 May 24 ₹33,545 31 May 25 ₹37,990 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.3% 3 Month 11.8% 6 Month 1.1% 1 Year 9.3% 3 Year 29.9% 5 Year 28.6% 10 Year 15 Year Since launch 24% 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 4.27 Yr. Ratish Varier 24 Feb 21 4.27 Yr. Data below for Sundaram Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.11% Financial Services 16.95% Industrials 13.46% Health Care 10.85% Basic Materials 10.56% Technology 6.46% Consumer Defensive 4.33% Real Estate 3.73% Communication Services 2.57% Utility 2.11% Energy 1.94% Asset Allocation
Asset Class Value Cash 8.92% Equity 91.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹387 Cr 1,747,182 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹379 Cr 19,247,362 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,270,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹311 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹283 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹266 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹258 Cr 484,892 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹256 Cr 3,599,583 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹238 Cr 9,072,077
↑ 459,958 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹231 Cr 4,081,771
↓ -202,003 8. Aditya Birla Sun Life Midcap Fund
CAGR/Annualized return of 21.2% since its launch. Ranked 16 in Mid Cap category. Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% . Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (27 Jun 25) ₹795.07 ↑ 1.07 (0.13 %) Net Assets (Cr) ₹5,922 on 31 May 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.25 Information Ratio -1.23 Alpha Ratio 0.39 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 May 20 ₹10,000 31 May 21 ₹18,086 31 May 22 ₹20,944 31 May 23 ₹23,165 31 May 24 ₹33,214 31 May 25 ₹36,628 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 4% 3 Month 11.5% 6 Month 3.3% 1 Year 5.8% 3 Year 23.7% 5 Year 27.6% 10 Year 15 Year Since launch 21.2% 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 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 22.13% Basic Materials 17.4% Consumer Cyclical 15.84% Health Care 12.06% Industrials 11.18% Technology 7.48% Real Estate 3.81% Consumer Defensive 3.26% Utility 3% Communication Services 1.26% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 5328433% ₹193 Cr 2,821,912 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹190 Cr 2,807,000
↑ 400,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG3% ₹180 Cr 964,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹169 Cr 1,100,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹160 Cr 1,225,565 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM3% ₹150 Cr 384,431 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹150 Cr 1,500,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL2% ₹141 Cr 652,792 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5322962% ₹138 Cr 1,000,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹137 Cr 2,244,070 9. Franklin India Prima Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (27 Jun 25) ₹2,799.59 ↑ 13.09 (0.47 %) Net Assets (Cr) ₹12,285 on 31 May 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.4 Information Ratio -0.17 Alpha Ratio 3.22 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 May 20 ₹10,000 31 May 21 ₹17,703 31 May 22 ₹17,914 31 May 23 ₹21,489 31 May 24 ₹31,538 31 May 25 ₹35,771 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.9% 3 Month 11.2% 6 Month 1.7% 1 Year 7.7% 3 Year 29.3% 5 Year 27.2% 10 Year 15 Year Since launch 19.5% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 7 Feb 22 3.31 Yr. Data below for Franklin India Prima Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 20.28% Consumer Cyclical 17.18% Basic Materials 14.84% Industrials 10.75% Health Care 10.64% Technology 6.34% Real Estate 5.74% Consumer Defensive 4.38% Communication Services 3.07% Utility 1.15% Energy 1.05% Asset Allocation
Asset Class Value Cash 4.57% Equity 95.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹432 Cr 21,939,752 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹268 Cr 1,211,228 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹243 Cr 1,499,891 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹241 Cr 1,428,689 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹236 Cr 2,153,205 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹235 Cr 1,223,175 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹230 Cr 1,641,580 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹226 Cr 442,739 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹224 Cr 1,631,918 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹222 Cr 901,105 10. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 18 in Mid Cap category. Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (27 Jun 25) ₹101.35 ↑ 0.56 (0.56 %) Net Assets (Cr) ₹2,137 on 31 May 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio 0.13 Information Ratio -0.99 Alpha Ratio -2.04 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 May 20 ₹10,000 31 May 21 ₹17,778 31 May 22 ₹19,472 31 May 23 ₹22,193 31 May 24 ₹32,968 31 May 25 ₹35,468 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.5% 3 Month 9.4% 6 Month -0.6% 1 Year 2.3% 3 Year 24.6% 5 Year 27.2% 10 Year 15 Year Since launch 12.9% 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 2.89 Yr. Himanshu Singh 21 Oct 24 0.61 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 18.04% Health Care 15.71% Consumer Cyclical 13.76% Industrials 12.4% Basic Materials 11.19% Consumer Defensive 6.69% Technology 6.08% Communication Services 4.28% Energy 3.24% Real Estate 2.66% Asset Allocation
Asset Class Value Cash 5% Equity 94.05% Debt 0.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031003% ₹54 Cr 325,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹49 Cr 2,500,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹49 Cr 300,000
↓ -100,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹45 Cr 800,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹45 Cr 100,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 5348162% ₹45 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5003872% ₹45 Cr 15,000
↑ 8,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | OFSS2% ₹44 Cr 50,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹44 Cr 30,000
↓ -13,250 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | UBL2% ₹43 Cr 200,000
↑ 90,000 11. TATA Mid Cap Growth Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 31 in Mid Cap category. Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Jun 25) ₹433.195 ↑ 1.83 (0.42 %) Net Assets (Cr) ₹4,701 on 31 May 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.12 Information Ratio -1.25 Alpha Ratio -6.76 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 May 20 ₹10,000 31 May 21 ₹17,355 31 May 22 ₹19,088 31 May 23 ₹22,284 31 May 24 ₹33,750 31 May 25 ₹34,668 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 4.9% 3 Month 10.6% 6 Month 2.3% 1 Year 0.1% 3 Year 25.9% 5 Year 27% 10 Year 15 Year Since launch 12.9% 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 4.23 Yr. Data below for TATA Mid Cap Growth Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 18.83% Financial Services 17.56% Health Care 15.41% Consumer Cyclical 11.44% Basic Materials 10.49% Real Estate 4.39% Technology 4.38% Communication Services 3.55% Utility 2.61% Energy 1.51% Consumer Defensive 1.14% Asset Allocation
Asset Class Value Cash 8.66% Equity 91.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹170 Cr 1,300,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹138 Cr 270,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹129 Cr 1,800,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹126 Cr 600,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹123 Cr 1,000,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹115 Cr 1,700,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹113 Cr 600,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004802% ₹107 Cr 369,694 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹97 Cr 576,129 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND2% ₹91 Cr 250,000
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.
How Invest in Mid Cap Funds Online?
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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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