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Best Mid Cap Mutual Funds 2024
Looking for the best mid cap Mutual Funds to invest in 2024? Well, many investors are inclining towards Investing in mid-caps because they are considered to be the future Market leaders. When an investor invests in mid-caps for a long-term, they prefer those companies that they think will be tomorrow’s runway successes.
Traditionally, mid-caps are typically mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps (some countries even Call them giant caps).
With the right business strategy, good management for execution, and being nimble towards changes makes mid-cap companies grow rapidly. Investors seeking to make higher gains than large-caps look towards mid-caps for investing, this, however, comes with higher risk (or Volatility). Institutional investors like mutual funds and Foreign Institutional Investors (FIIs) are increasingly investing in top mid-caps and mid cap funds to enhance their gains in the equity markets.
Why Should you Invest in Mid Cap Funds
Some of the benefits of investing in mid-cap funds are:
- They have a stronger wealth bearing potential as compared to large caps given a long-term holding; they typically perform better than the latter in bullish markets and when markets have been on the upswing for long
- Mid-cap companies have more potential for growth than large-caps
- Such firms respond faster to new innovations and changes in the market as they tend to be more focused, specialised in their niche and are nimble footed
- Mid-cap stocks are lower in volatility than small cap stocks
- Due to their potential of growing faster, they often tend to outperform Large cap funds over a longer period
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Advantages of Midcap funds
If we consider a long-term History of Mutual Funds, then mid -cap funds have consistently outperformed large-cap funds. In fact, the very nature of the fund is that its trend is not likely to change any soon. The mid-cap funds are relatively underfollowed in stock markets as compared with large-cap funds. This provides the investors with a huge opportunity to seek fast growth in their investments using these funds.
Top 11 Best Mid Cap Mutual Funds to Invest in FY 24 - 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹98.3563
↑ 1.23 ₹12,628 19.9 33.1 68.1 38.5 33.9 41.7 Edelweiss Mid Cap Fund Growth ₹93.295
↑ 0.58 ₹6,625 16.7 26 57.3 25.6 30.6 38.4 PGIM India Midcap Opportunities Fund Growth ₹62.3
↑ 0.29 ₹11,052 12.7 18.7 32 17.5 30.5 20.8 Kotak Emerging Equity Scheme Growth ₹128.909
↑ 0.69 ₹49,023 20.2 29.2 50.4 24.5 28.8 31.5 Invesco India Mid Cap Fund Growth ₹156.89
↑ 2.96 ₹5,216 16.6 27.5 53.5 24.4 28.8 34.1 SBI Magnum Mid Cap Fund Growth ₹234.023
↑ 1.82 ₹20,316 12.1 20.4 37.1 23.3 28.5 34.5 TATA Mid Cap Growth Fund Growth ₹438.771
↑ 2.38 ₹4,194 14.5 25 53.3 24.7 27.6 40.5 BNP Paribas Mid Cap Fund Growth ₹101.248
↑ 0.86 ₹2,103 15.6 25.5 50.7 22.4 27.5 32.6 UTI Mid Cap Fund Growth ₹304.196
↑ 2.38 ₹11,692 16.8 22 41.6 20.9 27.1 30.5 Axis Mid Cap Fund Growth ₹108.74
↑ 0.48 ₹30,144 15.8 26.6 44.3 20 25.8 29.6 ICICI Prudential MidCap Fund Growth ₹286.28
↑ 2.45 ₹6,528 13.9 26.6 56.4 23.2 25.5 32.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 24
*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 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 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 Below is the key information for Kotak Emerging Equity Scheme 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 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 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 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 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 Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Axis 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 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 24.6% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (24 Jul 24) ₹98.3563 ↑ 1.23 (1.26 %) Net Assets (Cr) ₹12,628 on 30 Jun 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 2.97 Information Ratio 1.3 Alpha Ratio 13.91 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 30 Jun 19 ₹10,000 30 Jun 20 ₹8,692 30 Jun 21 ₹14,156 30 Jun 22 ₹16,857 30 Jun 23 ₹23,241 30 Jun 24 ₹38,133 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 4.6% 3 Month 19.9% 6 Month 33.1% 1 Year 68.1% 3 Year 38.5% 5 Year 33.9% 10 Year 15 Year Since launch 24.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Niket Shah 1 Jul 20 4 Yr. Rakesh Shetty 22 Nov 22 1.61 Yr. Sunil Sawant 1 Jul 24 0 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 20.44% Technology 19.88% Consumer Cyclical 18.37% Communication Services 10.98% Financial Services 10.48% Health Care 5.26% Real Estate 4.79% Basic Materials 4.65% Asset Allocation
Asset Class Value Cash 5.15% Equity 94.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 54394010% ₹1,200 Cr 33,500,000
↑ 3,500,000 Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | IDEA9% ₹1,199 Cr 670,000,000
↑ 15,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT9% ₹1,153 Cr 2,717,757
↑ 579,865 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹965 Cr 19,250,000
↓ -750,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433207% ₹903 Cr 45,000,000
↓ -2,500,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA7% ₹892 Cr 2,094,862
↓ -155,138 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE5% ₹628 Cr 1,150,000
↑ 324,381 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹607 Cr 900,000
↑ 250,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH4% ₹490 Cr 3,000,000
↑ 1,000,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND4% ₹452 Cr 1,400,000 2. Edelweiss Mid Cap Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 22 in Mid Cap category. Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (24 Jul 24) ₹93.295 ↑ 0.58 (0.62 %) Net Assets (Cr) ₹6,625 on 30 Jun 24 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 3.05 Information Ratio -0.19 Alpha Ratio 4.28 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,062 30 Jun 21 ₹16,992 30 Jun 22 ₹16,883 30 Jun 23 ₹22,039 30 Jun 24 ₹34,916 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 1.4% 3 Month 16.7% 6 Month 26% 1 Year 57.3% 3 Year 25.6% 5 Year 30.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% 2014 83.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Trideep Bhattacharya 1 Oct 21 2.75 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 24.08% Financial Services 19.57% Consumer Cyclical 15.95% Technology 10.49% Basic Materials 10.29% Health Care 5.86% Real Estate 3.46% Utility 3.02% Consumer Defensive 2.46% Communication Services 1.27% Energy 0.95% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹288 Cr 240,705 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹243 Cr 572,512 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT4% ₹233 Cr 424,534
↓ -60,369 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND3% ₹205 Cr 517,473 JSW Energy Ltd (Utilities)
Equity, Since 30 Sep 23 | JSWENERGY3% ₹200 Cr 2,723,671 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB3% ₹180 Cr 3,298,021 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | BDL3% ₹171 Cr 1,071,474 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹171 Cr 9,637,857 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹170 Cr 169,704 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹152 Cr 1,084,888
↑ 212,342 3. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 18.8% since its launch. Ranked 40 in Mid Cap category. Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (24 Jul 24) ₹62.3 ↑ 0.29 (0.47 %) Net Assets (Cr) ₹11,052 on 30 Jun 24 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.95 Sharpe Ratio 1.83 Information Ratio -1.25 Alpha Ratio -7.27 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 30 Jun 19 ₹10,000 30 Jun 20 ₹10,150 30 Jun 21 ₹20,300 30 Jun 22 ₹21,355 30 Jun 23 ₹25,919 30 Jun 24 ₹34,442 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 0.7% 3 Month 12.7% 6 Month 18.7% 1 Year 32% 3 Year 17.5% 5 Year 30.5% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.8% 2022 -1.7% 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% 2014 42.8% Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Vinay Paharia 1 Apr 23 1.25 Yr. Puneet Pal 16 Jul 22 1.96 Yr. Utsav Mehta 1 Nov 23 0.67 Yr. Vivek Sharma 15 Apr 24 0.21 Yr. Data below for PGIM India Midcap Opportunities Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 20.92% Financial Services 18.77% Consumer Cyclical 16.47% Health Care 11.35% Technology 9.74% Basic Materials 9.15% Real Estate 3.3% Consumer Defensive 3.04% Communication Services 2.81% Utility 2.11% Asset Allocation
Asset Class Value Cash 2.35% Equity 97.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON3% ₹386 Cr 322,633
↓ -48,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹332 Cr 3,526,055
↓ -420,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA3% ₹326 Cr 2,981,370 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN3% ₹300 Cr 701,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN3% ₹295 Cr 2,073,090 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | PHOENIXLTD2% ₹264 Cr 735,487
↓ -175,345 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT2% ₹259 Cr 609,968 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 22 | CONCOR2% ₹250 Cr 2,399,000
↑ 525,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK2% ₹240 Cr 1,428,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS2% ₹237 Cr 236,523 4. Kotak Emerging Equity Scheme
CAGR/Annualized return of 15.9% since its launch. Ranked 12 in Mid Cap category. Return for 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (24 Jul 24) ₹128.909 ↑ 0.69 (0.53 %) Net Assets (Cr) ₹49,023 on 30 Jun 24 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 3 Information Ratio -0.54 Alpha Ratio 6.77 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,070 30 Jun 21 ₹16,648 30 Jun 22 ₹16,804 30 Jun 23 ₹21,519 30 Jun 24 ₹32,456 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 1.9% 3 Month 20.2% 6 Month 29.2% 1 Year 50.4% 3 Year 24.5% 5 Year 28.8% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.5% 2022 5.1% 2021 47.3% 2020 21.9% 2019 8.9% 2018 -11.7% 2017 43% 2016 10.4% 2015 8.4% 2014 87.3% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 0.44 Yr. Arjun Khanna 30 Apr 22 2.17 Yr. Data below for Kotak Emerging Equity Scheme as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 21.05% Consumer Cyclical 19.3% Basic Materials 15.09% Financial Services 13.86% Technology 10.47% Health Care 7.95% Energy 3.06% Real Estate 2.89% Communication Services 1.91% Consumer Defensive 1.25% Utility 0.36% Asset Allocation
Asset Class Value Cash 2.81% Equity 97.19% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND4% ₹2,067 Cr 3,470,339 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER4% ₹1,733 Cr 3,656,488 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹1,663 Cr 3,920,512
↑ 394,068 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL3% ₹1,532 Cr 50,087,745
↓ -5,000,000 Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | MPHASIS3% ₹1,432 Cr 5,827,526
↑ 3,773,932 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹1,415 Cr 8,010,973 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | BHARATFORG3% ₹1,358 Cr 8,132,726 Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | EXIDEIND3% ₹1,266 Cr 22,419,204 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND3% ₹1,253 Cr 3,158,700
↓ -1,443,809 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL3% ₹1,233 Cr 17,050,169
↑ 4,639,207 5. Invesco India Mid Cap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 38 in Mid Cap category. Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (24 Jul 24) ₹156.89 ↑ 2.96 (1.92 %) Net Assets (Cr) ₹5,216 on 30 Jun 24 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.91 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,720 30 Jun 21 ₹16,124 30 Jun 22 ₹15,864 30 Jun 23 ₹20,767 30 Jun 24 ₹32,104 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 1.9% 3 Month 16.6% 6 Month 27.5% 1 Year 53.5% 3 Year 24.4% 5 Year 28.8% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% 2014 77% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 0.64 Yr. Amit Ganatra 1 Sep 23 0.83 Yr. Data below for Invesco India Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Consumer Cyclical 27.01% Financial Services 19.65% Industrials 14.84% Health Care 11.49% Technology 8.08% Real Estate 7.71% Basic Materials 5.25% Communication Services 2.39% Consumer Defensive 1.65% Asset Allocation
Asset Class Value Cash 1.92% Equity 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT5% ₹258 Cr 469,972 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹240 Cr 1,265,829 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN4% ₹214 Cr 1,500,886 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹211 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹210 Cr 11,831,497
↑ 1,123,064 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹209 Cr 174,798 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹193 Cr 10,666,614
↑ 782,774 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL3% ₹181 Cr 3,611,063 Cummins India Ltd (Industrials)
Equity, Since 30 Nov 23 | CUMMINSIND3% ₹157 Cr 396,180 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT3% ₹154 Cr 349,964
↑ 56,114 6. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 28 in Mid Cap category. Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (24 Jul 24) ₹234.023 ↑ 1.82 (0.78 %) Net Assets (Cr) ₹20,316 on 30 Jun 24 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 2.51 Information Ratio -0.47 Alpha Ratio -0.74 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,046 30 Jun 21 ₹16,509 30 Jun 22 ₹17,808 30 Jun 23 ₹23,210 30 Jun 24 ₹32,130 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 0.4% 3 Month 12.1% 6 Month 20.4% 1 Year 37.1% 3 Year 23.3% 5 Year 28.5% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% 2014 71.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 0.25 Yr. Pradeep Kesavan 1 Apr 24 0.25 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Consumer Cyclical 27.12% Financial Services 16.77% Industrials 16.64% Basic Materials 9.37% Health Care 8.27% Real Estate 4.78% Utility 3.81% Technology 3.13% Communication Services 2.25% Consumer Defensive 2.08% Asset Allocation
Asset Class Value Cash 5.59% Equity 94.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | TORNTPOWER4% ₹775 Cr 5,169,750 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹699 Cr 1,490,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹685 Cr 1,445,204
↓ -178,536 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV3% ₹651 Cr 3,900,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX3% ₹642 Cr 1,200,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹593 Cr 1,395,281 Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS3% ₹589 Cr 4,000,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | COROMANDEL3% ₹560 Cr 3,500,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL3% ₹529 Cr 6,000,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹517 Cr 5,500,000 7. TATA Mid Cap Growth Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 31 in Mid Cap category. Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (24 Jul 24) ₹438.771 ↑ 2.38 (0.55 %) Net Assets (Cr) ₹4,194 on 30 Jun 24 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 3.31 Information Ratio -0.47 Alpha Ratio 5.72 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,129 30 Jun 21 ₹15,481 30 Jun 22 ₹15,389 30 Jun 23 ₹19,742 30 Jun 24 ₹30,756 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 1.2% 3 Month 14.5% 6 Month 25% 1 Year 53.3% 3 Year 24.7% 5 Year 27.6% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% 2014 80% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 3.31 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 32.87% Financial Services 18.05% Health Care 11.53% Consumer Cyclical 10.47% Basic Materials 8.17% Real Estate 6.23% Communication Services 2.96% Technology 2.93% Consumer Defensive 2.39% Energy 1.25% Utility 1.21% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹147 Cr 369,694 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹125 Cr 250,000
↑ 100,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹121 Cr 1,000,000 Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX3% ₹116 Cr 217,412 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA3% ₹109 Cr 1,000,000
↓ -74,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹107 Cr 3,500,000
↓ -500,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL3% ₹105 Cr 3,500,000
↓ -500,000 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Sep 23 | 5439942% ₹102 Cr 3,100,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | GODREJCP2% ₹100 Cr 730,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | KAJARIACER2% ₹98 Cr 693,950 8. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 18 in Mid Cap category. Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (24 Jul 24) ₹101.248 ↑ 0.86 (0.86 %) Net Assets (Cr) ₹2,103 on 30 Jun 24 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio 3.24 Information Ratio -0.77 Alpha Ratio 4.99 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,460 30 Jun 21 ₹16,582 30 Jun 22 ₹16,367 30 Jun 23 ₹20,433 30 Jun 24 ₹31,296 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 2.5% 3 Month 15.6% 6 Month 25.5% 1 Year 50.7% 3 Year 22.4% 5 Year 27.5% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% 2014 65.6% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 1.97 Yr. Miten Vora 1 Dec 22 1.58 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Consumer Cyclical 20.11% Financial Services 19% Industrials 14.06% Technology 11.58% Health Care 10.87% Basic Materials 8.96% Consumer Defensive 3.41% Communication Services 3.15% Real Estate 2.56% Utility 2.37% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA4% ₹75 Cr 58,287
↓ -1,713 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹70 Cr 500,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TRENT3% ₹63 Cr 115,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 19 | THERMAX3% ₹59 Cr 110,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH3% ₹54 Cr 330,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD3% ₹54 Cr 150,000
↓ -25,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TVSMOTOR2% ₹50 Cr 210,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN2% ₹47 Cr 100,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL2% ₹44 Cr 700,000
↓ -100,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB2% ₹44 Cr 800,000
↓ -100,000 9. UTI Mid Cap Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 36 in Mid Cap category. Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (24 Jul 24) ₹304.196 ↑ 2.38 (0.79 %) Net Assets (Cr) ₹11,692 on 30 Jun 24 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2.35 Information Ratio -1.38 Alpha Ratio -5.1 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,357 30 Jun 21 ₹16,656 30 Jun 22 ₹16,685 30 Jun 23 ₹21,196 30 Jun 24 ₹29,924 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 3.1% 3 Month 16.8% 6 Month 22% 1 Year 41.6% 3 Year 20.9% 5 Year 27.1% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% 2014 90.4% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Ankit Agarwal 30 Aug 19 4.84 Yr. Data below for UTI Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Consumer Cyclical 21.45% Industrials 19.41% Financial Services 17.63% Technology 10.15% Health Care 9.6% Basic Materials 7.61% Communication Services 3% Consumer Defensive 2.35% Real Estate 2.3% Utility 2.28% Energy 1.82% Asset Allocation
Asset Class Value Cash 2.26% Equity 97.6% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | BHARATFORG2% ₹271 Cr 1,620,419 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD2% ₹269 Cr 748,769 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹232 Cr 545,509 Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL2% ₹228 Cr 956,190 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | SUPREMEIND2% ₹223 Cr 373,600 Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS2% ₹218 Cr 1,482,896 Oil India Ltd (Energy)
Equity, Since 31 Oct 23 | OIL2% ₹213 Cr 2,948,154 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹213 Cr 501,036 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹210 Cr 1,501,859 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹208 Cr 416,587
↑ 2,182 10. Axis Mid Cap Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 41 in Mid Cap category. Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (24 Jul 24) ₹108.74 ↑ 0.48 (0.44 %) Net Assets (Cr) ₹30,144 on 30 Jun 24 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.8 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹10,207 30 Jun 21 ₹16,552 30 Jun 22 ₹16,220 30 Jun 23 ₹20,332 30 Jun 24 ₹29,535 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 0.4% 3 Month 15.8% 6 Month 26.6% 1 Year 44.3% 3 Year 20% 5 Year 25.8% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 7.61 Yr. Nitin Arora 3 Aug 23 0.91 Yr. Krishnaa N 1 Mar 24 0.33 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 23.34% Consumer Cyclical 22.59% Financial Services 15.05% Basic Materials 9.38% Health Care 9.31% Technology 6.11% Real Estate 3.85% Communication Services 3.11% Utility 2.77% Consumer Defensive 1.6% Energy 0.97% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND4% ₹1,068 Cr 1,792,523
↓ -147,066 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT4% ₹1,057 Cr 1,928,788 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN3% ₹965 Cr 6,780,892 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND3% ₹958 Cr 2,416,251
↓ -285,917 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA3% ₹932 Cr 8,537,733
↓ -29,756 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER3% ₹829 Cr 1,749,342 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL3% ₹777 Cr 12,423,691
↓ -984,577 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | CGPOWER2% ₹743 Cr 10,545,729
↓ -801,585 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL2% ₹693 Cr 2,909,916 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK2% ₹691 Cr 5,758,575 11. ICICI Prudential MidCap Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 35 in Mid Cap category. Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% . ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (24 Jul 24) ₹286.28 ↑ 2.45 (0.86 %) Net Assets (Cr) ₹6,528 on 30 Jun 24 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 2.97 Information Ratio -0.56 Alpha Ratio 3.38 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 30 Jun 19 ₹10,000 30 Jun 20 ₹8,224 30 Jun 21 ₹15,361 30 Jun 22 ₹15,276 30 Jun 23 ₹18,606 30 Jun 24 ₹30,079 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month -0.9% 3 Month 13.9% 6 Month 26.6% 1 Year 56.4% 3 Year 23.2% 5 Year 25.5% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% 2014 87% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 2 Yr. Sharmila D’mello 31 Jul 22 1.92 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Basic Materials 22.81% Industrials 20.29% Consumer Cyclical 13.2% Real Estate 12.59% Communication Services 9.25% Financial Services 8.27% Health Care 4.49% Utility 2.62% Energy 2.4% Technology 0.66% Asset Allocation
Asset Class Value Cash 3.38% Equity 96.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL4% ₹238 Cr 2,888,476 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | PHOENIXLTD4% ₹237 Cr 661,491 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL3% ₹228 Cr 2,179,227 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹202 Cr 1,068,018 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹182 Cr 267,852
↑ 100,051 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 22 | CUMMINSIND3% ₹176 Cr 444,068 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BALKRISIND3% ₹167 Cr 517,803 Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP3% ₹166 Cr 517,459 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BHARATFORG2% ₹159 Cr 954,049 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY2% ₹159 Cr 899,376
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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