+91-22-48913909Best Mid Cap Mutual Funds 2025
Looking for the best mid cap Mutual Funds to invest in 2025? Well, many investors are inclining towards Investing in mid-caps because they are considered to be the future Market leaders. When an investor invests in mid-caps for a long-term, they prefer those companies that they think will be tomorrow’s runway successes.
Traditionally, mid-caps are typically mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps (some countries even Call them giant caps).
With the right business strategy, good management for execution, and being nimble towards changes makes mid-cap companies grow rapidly. Investors seeking to make higher gains than large-caps look towards mid-caps for investing, this, however, comes with higher risk (or Volatility). Institutional investors like mutual funds and Foreign Institutional Investors (FIIs) are increasingly investing in top mid-caps and mid cap funds to enhance their gains in the equity markets.
Why Should you Invest in Mid Cap Funds
Some of the benefits of investing in mid-cap funds are:
- They have a stronger wealth bearing potential as compared to large caps given a long-term holding; they typically perform better than the latter in bullish markets and when markets have been on the upswing for long
- Mid-cap companies have more potential for growth than large-caps
- Such firms respond faster to new innovations and changes in the market as they tend to be more focused, specialised in their niche and are nimble footed
- Mid-cap stocks are lower in volatility than small cap stocks
- Due to their potential of growing faster, they often tend to outperform Large cap funds over a longer period
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Advantages of Midcap funds
If we consider a long-term History of Mutual Funds, then mid -cap funds have consistently outperformed large-cap funds. In fact, the very nature of the fund is that its trend is not likely to change any soon. The mid-cap funds are relatively underfollowed in stock markets as compared with large-cap funds. This provides the investors with a huge opportunity to seek fast growth in their investments using these funds.
Top 11 Best Mid Cap Mutual Funds to Invest in FY 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹104.033
↓ -1.19 ₹34,780 2.1 10 1 25.7 32.8 57.1 Edelweiss Mid Cap Fund Growth ₹103.244
↓ -0.34 ₹11,297 3.7 11 5.8 24.5 29.3 38.9 Invesco India Mid Cap Fund Growth ₹185.04
↓ -1.49 ₹8,062 3.1 17.5 13.8 27.3 28.4 43.1 Sundaram Mid Cap Fund Growth ₹1,437.14
↓ -6.95 ₹12,501 4.7 13 6.1 24.2 27 32 ICICI Prudential MidCap Fund Growth ₹308.52
↓ -2.03 ₹6,492 4 16.5 9 22.2 27 27 SBI Magnum Mid Cap Fund Growth ₹233.31
↓ -0.74 ₹22,012 0.9 4 -1 16.3 25.1 20.3 BNP Paribas Mid Cap Fund Growth ₹103.578
↓ -0.12 ₹2,157 3.1 9.7 2.3 19.4 24.8 28.5 Aditya Birla Sun Life Midcap Fund Growth ₹801.32
↓ -3.44 ₹5,970 2.2 10 1.7 19.8 24.6 22 TATA Mid Cap Growth Fund Growth ₹442.33
↓ -1.18 ₹4,946 2.9 10.7 2.7 21.2 24.3 22.7 Franklin India Prima Fund Growth ₹2,794.69
↓ -19.45 ₹12,251 1.6 8.5 3.2 21.7 24.3 31.8 PGIM India Midcap Opportunities Fund Growth ₹65.43
↓ -0.59 ₹11,400 0.5 9.5 5.2 13.4 23.7 21 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund SBI Magnum Mid Cap Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund TATA Mid Cap Growth Fund Franklin India Prima Fund PGIM India Midcap Opportunities Fund Point 1 Highest AUM (₹34,780 Cr). Lower mid AUM (₹11,297 Cr). Lower mid AUM (₹8,062 Cr). Upper mid AUM (₹12,501 Cr). Lower mid AUM (₹6,492 Cr). Top quartile AUM (₹22,012 Cr). Bottom quartile AUM (₹2,157 Cr). Bottom quartile AUM (₹5,970 Cr). Bottom quartile AUM (₹4,946 Cr). Upper mid AUM (₹12,251 Cr). Upper mid AUM (₹11,400 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 32.81% (top quartile). 5Y return: 29.30% (top quartile). 5Y return: 28.35% (upper mid). 5Y return: 27.05% (upper mid). 5Y return: 26.99% (upper mid). 5Y return: 25.15% (lower mid). 5Y return: 24.83% (lower mid). 5Y return: 24.58% (lower mid). 5Y return: 24.35% (bottom quartile). 5Y return: 24.25% (bottom quartile). 5Y return: 23.74% (bottom quartile). Point 6 3Y return: 25.72% (top quartile). 3Y return: 24.49% (upper mid). 3Y return: 27.28% (top quartile). 3Y return: 24.22% (upper mid). 3Y return: 22.25% (upper mid). 3Y return: 16.29% (bottom quartile). 3Y return: 19.37% (bottom quartile). 3Y return: 19.85% (lower mid). 3Y return: 21.16% (lower mid). 3Y return: 21.68% (lower mid). 3Y return: 13.36% (bottom quartile). Point 7 1Y return: 1.03% (bottom quartile). 1Y return: 5.78% (upper mid). 1Y return: 13.79% (top quartile). 1Y return: 6.10% (upper mid). 1Y return: 9.00% (top quartile). 1Y return: -0.98% (bottom quartile). 1Y return: 2.26% (lower mid). 1Y return: 1.73% (bottom quartile). 1Y return: 2.71% (lower mid). 1Y return: 3.17% (lower mid). 1Y return: 5.18% (upper mid). Point 8 Alpha: 4.99 (top quartile). Alpha: 3.95 (top quartile). Alpha: 0.00 (lower mid). Alpha: 2.99 (upper mid). Alpha: 3.29 (upper mid). Alpha: -5.19 (bottom quartile). Alpha: -3.80 (bottom quartile). Alpha: -0.40 (lower mid). Alpha: -3.10 (bottom quartile). Alpha: 0.07 (lower mid). Alpha: 3.57 (upper mid). Point 9 Sharpe: -0.18 (top quartile). Sharpe: -0.28 (upper mid). Sharpe: 0.14 (top quartile). Sharpe: -0.33 (lower mid). Sharpe: -0.32 (upper mid). Sharpe: -0.81 (bottom quartile). Sharpe: -0.72 (bottom quartile). Sharpe: -0.49 (lower mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.48 (lower mid). Sharpe: -0.28 (upper mid). Point 10 Information ratio: 0.57 (top quartile). Information ratio: 0.39 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.22 (upper mid). Information ratio: -0.16 (lower mid). Information ratio: -1.20 (bottom quartile). Information ratio: -0.66 (lower mid). Information ratio: -0.78 (bottom quartile). Information ratio: -0.56 (lower mid). Information ratio: -0.01 (upper mid). Information ratio: -1.35 (bottom quartile). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
SBI Magnum Mid Cap Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
TATA Mid Cap Growth Fund
Franklin India Prima Fund
PGIM India Midcap Opportunities Fund
*List of top Mid Cap mutual funds having minimum 200 Crore Net Assets / Assets Under Management (AUM), Sorted on 5 Year CAGR Return.
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. Research Highlights for PGIM India Midcap Opportunities Fund Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (31 Oct 25) ₹104.033 ↓ -1.19 (-1.13 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Oct 20 ₹10,000 31 Oct 21 ₹17,165 31 Oct 22 ₹20,795 31 Oct 23 ₹24,620 31 Oct 24 ₹40,895 31 Oct 25 ₹41,318 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.4% 3 Month 2.1% 6 Month 10% 1 Year 1% 3 Year 25.7% 5 Year 32.8% 10 Year 15 Year Since launch 22.2% 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 1 Yr. Niket Shah 1 Jul 20 5.25 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 35.03% Consumer Cyclical 23.94% Industrials 21.59% Communication Services 3.22% Financial Services 3.15% Real Estate 2.39% Health Care 1.69% Asset Allocation
Asset Class Value Cash 8.99% Equity 91.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,326 Cr 2,037,521
↓ -62,478 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,255 Cr 100,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,142 Cr 19,750,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,894 Cr 6,000,000
↑ 500,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,810 Cr 25,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,726 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002517% ₹2,339 Cr 4,999,694
↓ -1,000,306 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB7% ₹2,295 Cr 3,150,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES5% ₹1,657 Cr 2,350,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,625 Cr 4,000,000
↑ 250,000 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (31 Oct 25) ₹103.244 ↓ -0.34 (-0.33 %) Net Assets (Cr) ₹11,297 on 31 Aug 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.28 Information Ratio 0.39 Alpha Ratio 3.95 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 Oct 20 ₹10,000 31 Oct 21 ₹17,670 31 Oct 22 ₹18,731 31 Oct 23 ₹21,714 31 Oct 24 ₹34,160 31 Oct 25 ₹36,136 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.5% 3 Month 3.7% 6 Month 11% 1 Year 5.8% 3 Year 24.5% 5 Year 29.3% 10 Year 15 Year Since launch 14% 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 0.96 Yr. Trideep Bhattacharya 1 Oct 21 4 Yr. Raj Koradia 1 Aug 24 1.17 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.25% Industrials 14.71% Consumer Cyclical 14.24% Basic Materials 11.05% Health Care 10.47% Technology 9.68% Consumer Defensive 4.53% Real Estate 2.71% Energy 2.41% Communication Services 1.78% Utility 0.57% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.38% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹360 Cr 3,233,799
↑ 251,963 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹315 Cr 1,978,522
↑ 69,827 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹284 Cr 588,550
↓ -73,481 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹278 Cr 2,865,466 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹265 Cr 1,559,919 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹257 Cr 1,981,889 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹252 Cr 3,355,391
↓ -41,615 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹241 Cr 180,547 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹240 Cr 146,827 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹238 Cr 3,218,245 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (31 Oct 25) ₹185.04 ↓ -1.49 (-0.80 %) Net Assets (Cr) ₹8,062 on 31 Aug 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.14 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 Oct 20 ₹10,000 31 Oct 21 ₹16,521 31 Oct 22 ₹16,892 31 Oct 23 ₹19,784 31 Oct 24 ₹30,612 31 Oct 25 ₹34,834 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.4% 3 Month 3.1% 6 Month 17.5% 1 Year 13.8% 3 Year 27.3% 5 Year 28.4% 10 Year 15 Year Since launch 17% 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 1.9 Yr. Amit Ganatra 1 Sep 23 2.08 Yr. Data below for Invesco India Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.64% Health Care 18.35% Consumer Cyclical 17.8% Industrials 9.75% Technology 8.7% Real Estate 7.62% Basic Materials 4.47% Communication Services 1.35% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹438 Cr 10,362,004
↑ 598,276 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹434 Cr 5,936,790
↑ 2,043,536 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹420 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹365 Cr 2,418,811
↑ 239,266 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹331 Cr 2,098,631
↑ 67,332 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹327 Cr 1,676,417 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹310 Cr 1,519,233 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹301 Cr 477,753
↑ 14,476 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹289 Cr 2,201,928
↑ 412,603 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹282 Cr 14,592,638 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (31 Oct 25) ₹1,437.14 ↓ -6.95 (-0.48 %) Net Assets (Cr) ₹12,501 on 31 Aug 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.33 Information Ratio 0.22 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 Oct 20 ₹10,000 31 Oct 21 ₹16,282 31 Oct 22 ₹17,269 31 Oct 23 ₹20,504 31 Oct 24 ₹31,197 31 Oct 25 ₹33,101 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.2% 3 Month 4.7% 6 Month 13% 1 Year 6.1% 3 Year 24.2% 5 Year 27% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.6 Yr. Ratish Varier 24 Feb 21 4.6 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.58% Consumer Cyclical 17.35% Industrials 14.8% Health Care 11.72% Basic Materials 10.47% Consumer Defensive 6.31% Technology 5.48% Real Estate 3.58% Utility 2.52% Energy 2.16% Communication Services 2.15% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.13% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹500 Cr 1,273,753
↓ -16,374 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹385 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹368 Cr 3,791,187
↓ -88,062 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹349 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹328 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹300 Cr 1,569,363 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹272 Cr 6,144,382 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹270 Cr 3,602,269
↓ -324,199 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹262 Cr 37,611,985
↑ 1,979,784 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹255 Cr 3,660,354
↑ 161,343 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (31 Oct 25) ₹308.52 ↓ -2.03 (-0.65 %) Net Assets (Cr) ₹6,492 on 31 Aug 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.32 Information Ratio -0.16 Alpha Ratio 3.29 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 Oct 20 ₹10,000 31 Oct 21 ₹17,407 31 Oct 22 ₹18,078 31 Oct 23 ₹19,984 31 Oct 24 ₹30,302 31 Oct 25 ₹33,029 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.5% 3 Month 4% 6 Month 16.5% 1 Year 9% 3 Year 22.2% 5 Year 27% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.25 Yr. Sharmila D’mello 31 Jul 22 3.17 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 27.41% Industrials 22.29% Financial Services 18.59% Consumer Cyclical 11.44% Communication Services 10.25% Real Estate 6.19% Health Care 1.37% Technology 0.36% Utility 0.13% Asset Allocation
Asset Class Value Cash 1.96% Equity 98.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹296 Cr 2,786,470 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹254 Cr 824,501 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹240 Cr 1,425,196 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹229 Cr 3,106,731 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹228 Cr 1,376,584 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹227 Cr 3,465,469 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹214 Cr 1,418,018 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹211 Cr 257,507 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹206 Cr 1,208,585 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹200 Cr 1,524,061 6. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (31 Oct 25) ₹233.31 ↓ -0.74 (-0.31 %) Net Assets (Cr) ₹22,012 on 31 Aug 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.81 Information Ratio -1.2 Alpha Ratio -5.19 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 Oct 20 ₹10,000 31 Oct 21 ₹17,839 31 Oct 22 ₹19,518 31 Oct 23 ₹23,074 31 Oct 24 ₹31,002 31 Oct 25 ₹30,697 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.8% 3 Month 0.9% 6 Month 4% 1 Year -1% 3 Year 16.3% 5 Year 25.1% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.5 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 25.65% Consumer Cyclical 18.1% Basic Materials 11.85% Industrials 11.3% Health Care 8.66% Real Estate 4.48% Consumer Defensive 4.37% Technology 3.65% Utility 2.58% Communication Services 1.54% Energy 1.5% Asset Allocation
Asset Class Value Cash 6.32% Equity 93.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹702 Cr 1,582,641 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹658 Cr 225,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹657 Cr 1,490,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹619 Cr 22,500,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹617 Cr 1,465,810 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹573 Cr 4,700,000 HDB Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 25 | HDBFS3% ₹563 Cr 7,500,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004932% ₹546 Cr 4,500,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹521 Cr 27,000,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433842% ₹519 Cr 22,336,624 7. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (31 Oct 25) ₹103.578 ↓ -0.12 (-0.12 %) Net Assets (Cr) ₹2,157 on 31 Aug 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.72 Information Ratio -0.66 Alpha Ratio -3.8 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 Oct 20 ₹10,000 31 Oct 21 ₹17,227 31 Oct 22 ₹17,820 31 Oct 23 ₹20,520 31 Oct 24 ₹29,640 31 Oct 25 ₹30,309 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.8% 3 Month 3.1% 6 Month 9.7% 1 Year 2.3% 3 Year 19.4% 5 Year 24.8% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 3.22 Yr. Himanshu Singh 21 Oct 24 0.95 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.8% Financial Services 18.45% Health Care 16.01% Industrials 14.3% Basic Materials 10.55% Energy 4.33% Technology 3.85% Consumer Defensive 3.45% Real Estate 2.13% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 5.27% Equity 94.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹74 Cr 250,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹60 Cr 800,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹60 Cr 350,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹54 Cr 30,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹49 Cr 1,100,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 25 | 5328432% ₹48 Cr 500,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹48 Cr 2,000,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹47 Cr 300,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹46 Cr 100,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5005302% ₹44 Cr 11,500 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (31 Oct 25) ₹801.32 ↓ -3.44 (-0.43 %) Net Assets (Cr) ₹5,970 on 31 Aug 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.49 Information Ratio -0.78 Alpha Ratio -0.4 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 Oct 20 ₹10,000 31 Oct 21 ₹17,521 31 Oct 22 ₹17,431 31 Oct 23 ₹20,468 31 Oct 24 ₹29,496 31 Oct 25 ₹30,005 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.3% 3 Month 2.2% 6 Month 10% 1 Year 1.7% 3 Year 19.8% 5 Year 24.6% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22% 2023 39.9% 2022 -5.3% 2021 50.4% 2020 15.5% 2019 -3.7% 2018 -16% 2017 44.8% 2016 5.7% 2015 10.4% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 0.92 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 20.63% Consumer Cyclical 17.13% Basic Materials 16.17% Industrials 11.8% Technology 11.09% Health Care 10.41% Real Estate 3.76% Consumer Defensive 2.8% Utility 2.23% Communication Services 1.09% Asset Allocation
Asset Class Value Cash 2.87% Equity 97.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹205 Cr 2,807,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹193 Cr 1,225,565 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 5328433% ₹164 Cr 1,691,101
↓ -392,326 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹161 Cr 954,980 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹160 Cr 1,500,000 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹156 Cr 492,065
↑ 3,090 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK2% ₹144 Cr 7,474,853 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹139 Cr 220,298 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹138 Cr 916,888 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹134 Cr 1,100,000 9. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (31 Oct 25) ₹442.33 ↓ -1.18 (-0.27 %) Net Assets (Cr) ₹4,946 on 31 Aug 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.66 Information Ratio -0.56 Alpha Ratio -3.1 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 Oct 20 ₹10,000 31 Oct 21 ₹16,408 31 Oct 22 ₹16,713 31 Oct 23 ₹20,404 31 Oct 24 ₹28,942 31 Oct 25 ₹29,727 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.1% 3 Month 2.9% 6 Month 10.7% 1 Year 2.7% 3 Year 21.2% 5 Year 24.3% 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 4.57 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 19.77% Financial Services 16.6% Health Care 14.95% Consumer Cyclical 13.75% Basic Materials 11.95% Technology 4.69% Real Estate 3.8% Consumer Defensive 3.17% Communication Services 3.11% Utility 1.97% Energy 1.58% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹151 Cr 278,911 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹145 Cr 369,694 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹139 Cr 1,848,863 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA3% ₹130 Cr 1,001,126 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406112% ₹124 Cr 1,700,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002712% ₹118 Cr 750,000
↓ -350,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322962% ₹117 Cr 600,000
↑ 200,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹115 Cr 600,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹113 Cr 600,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹112 Cr 4,500,000
↑ 500,000 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (31 Oct 25) ₹2,794.69 ↓ -19.45 (-0.69 %) Net Assets (Cr) ₹12,251 on 31 Aug 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.48 Information Ratio -0.01 Alpha Ratio 0.07 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 Oct 20 ₹10,000 31 Oct 21 ₹16,368 31 Oct 22 ₹16,439 31 Oct 23 ₹19,033 31 Oct 24 ₹28,705 31 Oct 25 ₹29,614 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.6% 3 Month 1.6% 6 Month 8.5% 1 Year 3.2% 3 Year 21.7% 5 Year 24.3% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Akhil Kalluri 7 Feb 22 3.65 Yr. Data below for Franklin India Prima Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 20.02% Consumer Cyclical 17.05% Industrials 12.93% Basic Materials 12.78% Health Care 10.78% Technology 6.75% Real Estate 5.49% Consumer Defensive 4.74% Communication Services 3.4% Utility 1.33% Energy 1.3% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹369 Cr 19,143,234 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹282 Cr 717,366 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹280 Cr 1,052,885 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹253 Cr 1,499,891 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹246 Cr 1,631,918 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹221 Cr 1,300,578 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹220 Cr 1,641,580 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹220 Cr 1,393,160
↓ -298,870 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹217 Cr 7,894,616
↑ 415,420 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹212 Cr 337,051 11. PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (31 Oct 25) ₹65.43 ↓ -0.59 (-0.89 %) Net Assets (Cr) ₹11,400 on 31 Aug 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.7 Sharpe Ratio -0.28 Information Ratio -1.35 Alpha Ratio 3.57 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 Oct 20 ₹10,000 31 Oct 21 ₹19,073 31 Oct 22 ₹19,916 31 Oct 23 ₹20,936 31 Oct 24 ₹27,588 31 Oct 25 ₹29,016 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 2.3% 3 Month 0.5% 6 Month 9.5% 1 Year 5.2% 3 Year 13.4% 5 Year 23.7% 10 Year 15 Year Since launch 17.1% 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 2.5 Yr. Puneet Pal 16 Jul 22 3.21 Yr. Utsav Mehta 1 Nov 23 1.92 Yr. Vivek Sharma 15 Apr 24 1.46 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 19.77% Financial Services 19.19% Consumer Cyclical 16.74% Health Care 13.36% Basic Materials 10.17% Technology 7% Communication Services 2.72% Real Estate 2.53% Consumer Defensive 2.14% Utility 0.91% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.52% Debt 0.01% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹393 Cr 3,526,055 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT3% ₹345 Cr 548,106 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5333983% ₹332 Cr 1,079,711 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS3% ₹326 Cr 244,398 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹319 Cr 577,100 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA3% ₹316 Cr 2,433,285 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹314 Cr 1,992,769 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | VMM3% ₹306 Cr 20,547,181 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5433203% ₹297 Cr 9,112,137 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹283 Cr 1,704,465
Parameters to Look at While Choosing Mid-Cap Funds
There are a few important qualitative and quantitative factors that investors have to look while choosing a right fund to invest in. The scheme or Mutual fund rating should be good to start. This needs to be supplemented with other data, such as AUM (Assets Under Management), fund age, past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 100 crores and also must have a minimum average allocation of more than 50 percent to mid-cap stocks over the past one year. Furthermore, investors should also check the expense ratio of funds, however, this should not supersede other more important factors such as fund performance.
Investors are advised to additionally check on other qualitative factors such as the fund manager’s track record and investment process. Identify fund houses that have a strong presence in the financial markets and provide funds that have a long and consistent track record. One must select the fund house on which you have faith to invest your money. One should also see how many of the funds are top performers. Having a large number of good performing funds would mean the overall strategy of the fund house is in good order.
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Conclusion
Going with mid-cap funds can be rewarding for one’s investment Portfolio considering the returns they can deliver. While investing in mid-cap mutual funds, it is advisable for investors to keep the exposure within the optimum levels because mid-caps are high-risk return funds.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund