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Fincash » Mutual Funds » Best Mid Cap Funds

Best Mid Cap Mutual Funds 2025

Updated on August 6, 2025 , 89673 views

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹99.4516
↓ -2.77
₹33,0534.32.11.827.433.357.1
Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29
₹10,9886.76.25.424.429.538.9
Invesco India Mid Cap Fund Growth ₹176.71
↓ -1.67
₹7,40613.112.514.727.428.443.1
ICICI Prudential MidCap Fund Growth ₹290.57
↓ -3.96
₹6,824108.82.821.527.327
Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87
₹12,8187.86.23.623.126.932
SBI Magnum Mid Cap Fund Growth ₹223.285
↓ -2.33
₹23,2690.2-1.3-3.315.525.720.3
PGIM India Midcap Opportunities Fund Growth ₹64.18
↓ -0.58
₹11,6408.373.713.925.321
TATA Mid Cap Growth Fund Growth ₹418.501
↓ -4.08
₹4,9856.34.1-420.325.122.7
Aditya Birla Sun Life Midcap Fund Growth ₹767.31
↓ -8.30
₹6,2056.26.90.318.52522
Franklin India Prima Fund Growth ₹2,671.35
↓ -32.38
₹12,7854.73.41.322.12531.8
BNP Paribas Mid Cap Fund Growth ₹98.0651
↓ -0.78
₹2,2135.52.7-1.619.224.528.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 11 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Edelweiss Mid Cap FundInvesco India Mid Cap FundICICI Prudential MidCap FundSundaram Mid Cap FundSBI Magnum Mid Cap Fund PGIM India Midcap Opportunities FundTATA Mid Cap Growth FundAditya Birla Sun Life Midcap FundFranklin India Prima FundBNP Paribas Mid Cap Fund
Point 1Highest AUM (₹33,053 Cr).Lower mid AUM (₹10,988 Cr).Lower mid AUM (₹7,406 Cr).Lower mid AUM (₹6,824 Cr).Upper mid AUM (₹12,818 Cr).Top quartile AUM (₹23,269 Cr).Upper mid AUM (₹11,640 Cr).Bottom quartile AUM (₹4,985 Cr).Bottom quartile AUM (₹6,205 Cr).Upper mid AUM (₹12,785 Cr).Bottom quartile AUM (₹2,213 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (20+ yrs).Established history (23+ yrs).Established history (20+ yrs).Established history (11+ yrs).Established history (31+ yrs).Established history (22+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 3★ (top quartile).Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk 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 55Y return: 33.29% (top quartile).5Y return: 29.47% (top quartile).5Y return: 28.44% (upper mid).5Y return: 27.28% (upper mid).5Y return: 26.88% (upper mid).5Y return: 25.68% (lower mid).5Y return: 25.32% (lower mid).5Y return: 25.07% (lower mid).5Y return: 25.00% (bottom quartile).5Y return: 24.98% (bottom quartile).5Y return: 24.48% (bottom quartile).
Point 63Y return: 27.39% (top quartile).3Y return: 24.44% (upper mid).3Y return: 27.40% (top quartile).3Y return: 21.49% (lower mid).3Y return: 23.10% (upper mid).3Y return: 15.51% (bottom quartile).3Y return: 13.95% (bottom quartile).3Y return: 20.29% (lower mid).3Y return: 18.50% (bottom quartile).3Y return: 22.15% (upper mid).3Y return: 19.19% (lower mid).
Point 71Y return: 1.83% (lower mid).1Y return: 5.43% (top quartile).1Y return: 14.66% (top quartile).1Y return: 2.85% (upper mid).1Y return: 3.63% (upper mid).1Y return: -3.31% (bottom quartile).1Y return: 3.67% (upper mid).1Y return: -3.98% (bottom quartile).1Y return: 0.28% (lower mid).1Y return: 1.31% (lower mid).1Y return: -1.57% (bottom quartile).
Point 8Alpha: 3.89 (top quartile).Alpha: 5.34 (top quartile).Alpha: 0.00 (lower mid).Alpha: 0.11 (lower mid).Alpha: 2.82 (upper mid).Alpha: -3.33 (bottom quartile).Alpha: 0.38 (upper mid).Alpha: -5.65 (bottom quartile).Alpha: -0.18 (lower mid).Alpha: 1.66 (upper mid).Alpha: -4.02 (bottom quartile).
Point 9Sharpe: 0.23 (upper mid).Sharpe: 0.33 (top quartile).Sharpe: 0.54 (top quartile).Sharpe: 0.07 (lower mid).Sharpe: 0.20 (upper mid).Sharpe: -0.15 (bottom quartile).Sharpe: 0.08 (lower mid).Sharpe: -0.25 (bottom quartile).Sharpe: 0.05 (lower mid).Sharpe: 0.15 (upper mid).Sharpe: -0.18 (bottom quartile).
Point 10Information ratio: 0.44 (top quartile).Information ratio: 0.34 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.54 (lower mid).Information ratio: -0.14 (upper mid).Information ratio: -1.33 (bottom quartile).Information ratio: -1.80 (bottom quartile).Information ratio: -1.22 (lower mid).Information ratio: -1.29 (bottom quartile).Information ratio: -0.20 (upper mid).Information ratio: -1.28 (lower mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (top quartile).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (lower mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

  • Lower mid AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.47% (top quartile).
  • 3Y return: 24.44% (upper mid).
  • 1Y return: 5.43% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (top quartile).

Invesco India Mid Cap Fund

  • Lower mid AUM (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.44% (upper mid).
  • 3Y return: 27.40% (top quartile).
  • 1Y return: 14.66% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

  • Lower mid AUM (₹6,824 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.28% (upper mid).
  • 3Y return: 21.49% (lower mid).
  • 1Y return: 2.85% (upper mid).
  • Alpha: 0.11 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: -0.54 (lower mid).

Sundaram Mid Cap Fund

  • Upper mid AUM (₹12,818 Cr).
  • Established history (23+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.88% (upper mid).
  • 3Y return: 23.10% (upper mid).
  • 1Y return: 3.63% (upper mid).
  • Alpha: 2.82 (upper mid).
  • Sharpe: 0.20 (upper mid).
  • Information ratio: -0.14 (upper mid).

SBI Magnum Mid Cap Fund

  • Top quartile AUM (₹23,269 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.68% (lower mid).
  • 3Y return: 15.51% (bottom quartile).
  • 1Y return: -3.31% (bottom quartile).
  • Alpha: -3.33 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -1.33 (bottom quartile).

PGIM India Midcap Opportunities Fund

  • Upper mid AUM (₹11,640 Cr).
  • Established history (11+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.32% (lower mid).
  • 3Y return: 13.95% (bottom quartile).
  • 1Y return: 3.67% (upper mid).
  • Alpha: 0.38 (upper mid).
  • Sharpe: 0.08 (lower mid).
  • Information ratio: -1.80 (bottom quartile).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,985 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.07% (lower mid).
  • 3Y return: 20.29% (lower mid).
  • 1Y return: -3.98% (bottom quartile).
  • Alpha: -5.65 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: -1.22 (lower mid).

Aditya Birla Sun Life Midcap Fund

  • Bottom quartile AUM (₹6,205 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.00% (bottom quartile).
  • 3Y return: 18.50% (bottom quartile).
  • 1Y return: 0.28% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: 0.05 (lower mid).
  • Information ratio: -1.29 (bottom quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.98% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 1.31% (lower mid).
  • Alpha: 1.66 (upper mid).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,213 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 24.48% (bottom quartile).
  • 3Y return: 19.19% (lower mid).
  • 1Y return: -1.57% (bottom quartile).
  • Alpha: -4.02 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.28 (lower mid).

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

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (top quartile).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (lower mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (top quartile).
  • Higher exposure to Technology vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~83%).
  • Largest holding Coforge Ltd (~10.5%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (08 Aug 25) ₹99.4516 ↓ -2.77   (-2.71 %)
Net Assets (Cr) ₹33,053 on 30 Jun 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.23
Information Ratio 0.44
Alpha Ratio 3.89
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,540
31 Jul 22₹20,655
31 Jul 23₹26,047
31 Jul 24₹44,147
31 Jul 25₹44,850

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -3.5%
3 Month 4.3%
6 Month 2.1%
1 Year 1.8%
3 Year 27.4%
5 Year 33.3%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Niket Shah1 Jul 205.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology33.7%
Industrials18.11%
Consumer Cyclical17.65%
Health Care4.49%
Communication Services3.99%
Real Estate2.83%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash17.17%
Equity82.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,464 Cr18,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,172 Cr5,250,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
9%₹3,104 Cr4,992,139
↑ 2,848,945
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
9%₹2,997 Cr1,999,999
↑ 1,164,799
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,501 Cr45,000,000
↑ 1,509,750
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,671 Cr2,550,000
↑ 50,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,327 Cr3,500,000
↑ 750,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,318 Cr6,750,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,272 Cr9,969,361
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
3%₹975 Cr1,599,306
↑ 1,599,306

2. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

  • Lower mid AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.47% (top quartile).
  • 3Y return: 24.44% (upper mid).
  • 1Y return: 5.43% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Persistent Systems Ltd (~3.6%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (08 Aug 25) ₹98.079 ↓ -1.29   (-1.29 %)
Net Assets (Cr) ₹10,988 on 30 Jun 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 0.33
Information Ratio 0.34
Alpha Ratio 5.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,558
31 Jul 22₹19,548
31 Jul 23₹23,604
31 Jul 24₹37,569
31 Jul 25₹38,819

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.5%
3 Month 6.7%
6 Month 6.2%
1 Year 5.4%
3 Year 24.4%
5 Year 29.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.8 Yr.
Trideep Bhattacharya1 Oct 213.83 Yr.
Raj Koradia1 Aug 241 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services23.22%
Consumer Cyclical15.12%
Industrials12.62%
Basic Materials10.74%
Technology10.73%
Health Care10.21%
Consumer Defensive5.18%
Real Estate3.27%
Energy2.29%
Communication Services2.24%
Utility0.73%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹400 Cr662,031
↑ 88,443
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹380 Cr2,981,836
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹367 Cr1,908,695
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹348 Cr197,880
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹292 Cr4,048,052
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹248 Cr50,249
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹242 Cr1,324,191
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
2%₹236 Cr3,665,623
↑ 487,882
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹234 Cr2,120,902
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532843
2%₹228 Cr2,865,466

3. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Research Highlights for Invesco India Mid Cap Fund

  • Lower mid AUM (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.44% (upper mid).
  • 3Y return: 27.40% (top quartile).
  • 1Y return: 14.66% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding BSE Ltd (~5.7%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (08 Aug 25) ₹176.71 ↓ -1.67   (-0.94 %)
Net Assets (Cr) ₹7,406 on 30 Jun 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.54
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,599
31 Jul 22₹16,962
31 Jul 23₹20,915
31 Jul 24₹32,452
31 Jul 25₹36,233

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -1.5%
3 Month 13.1%
6 Month 12.5%
1 Year 14.7%
3 Year 27.4%
5 Year 28.4%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.73 Yr.
Amit Ganatra1 Sep 231.92 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services26.6%
Health Care18.98%
Consumer Cyclical17.09%
Industrials12.25%
Technology8.31%
Real Estate7.93%
Basic Materials5.97%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
6%₹421 Cr1,519,233
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹347 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
5%₹337 Cr2,031,622
↑ 138,005
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
4%₹312 Cr7,797,891
↑ 1,783,049
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹303 Cr1,842,058
↑ 43,526
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹294 Cr1,676,417
↑ 274,220
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹287 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹286 Cr13,411,587
↑ 665,645
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹274 Cr441,151
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹265 Cr431,234

4. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

Research Highlights for ICICI Prudential MidCap Fund

  • Lower mid AUM (₹6,824 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.28% (upper mid).
  • 3Y return: 21.49% (lower mid).
  • 1Y return: 2.85% (upper mid).
  • Alpha: 0.11 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: -0.54 (lower mid).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Info Edge (India) Ltd (~4.1%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (08 Aug 25) ₹290.57 ↓ -3.96   (-1.34 %)
Net Assets (Cr) ₹6,824 on 30 Jun 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.07
Information Ratio -0.54
Alpha Ratio 0.11
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,062
31 Jul 22₹18,900
31 Jul 23₹22,017
31 Jul 24₹34,840
31 Jul 25₹34,906

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.1%
3 Month 10%
6 Month 8.8%
1 Year 2.8%
3 Year 21.5%
5 Year 27.3%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Lalit Kumar1 Jul 223.09 Yr.
Sharmila D’mello31 Jul 223 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Basic Materials25.85%
Industrials22.37%
Financial Services18.83%
Communication Services11.34%
Consumer Cyclical9.58%
Real Estate6.56%
Health Care2.69%
Technology0.41%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹277 Cr1,863,925
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
4%₹268 Cr968,355
↓ -28,875
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹262 Cr2,779,227
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
4%₹241 Cr1,235,794
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹235 Cr1,418,018
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹219 Cr3,106,731
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
3%₹216 Cr824,501
Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS
3%₹216 Cr247,507
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹211 Cr1,158,585
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
3%₹207 Cr3,136,084

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

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

Research Highlights for Sundaram Mid Cap Fund

  • Upper mid AUM (₹12,818 Cr).
  • Established history (23+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.88% (upper mid).
  • 3Y return: 23.10% (upper mid).
  • 1Y return: 3.63% (upper mid).
  • Alpha: 2.82 (upper mid).
  • Sharpe: 0.20 (upper mid).
  • Information ratio: -0.14 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Cummins India Ltd (~3.4%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (08 Aug 25) ₹1,353.88 ↓ -14.87   (-1.09 %)
Net Assets (Cr) ₹12,818 on 30 Jun 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.2
Information Ratio -0.14
Alpha Ratio 2.82
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,761
31 Jul 22₹17,856
31 Jul 23₹21,894
31 Jul 24₹34,198
31 Jul 25₹34,685

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -2.4%
3 Month 7.8%
6 Month 6.2%
1 Year 3.6%
3 Year 23.1%
5 Year 26.9%
10 Year
15 Year
Since launch 23.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.43 Yr.
Ratish Varier24 Feb 214.43 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services20.7%
Consumer Cyclical18.14%
Industrials14.84%
Health Care10.71%
Basic Materials10.69%
Technology6.16%
Consumer Defensive4.15%
Real Estate3.78%
Communication Services2.55%
Energy2.1%
Utility1.89%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.72%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹439 Cr1,290,127
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹429 Cr1,712,601
↓ -19,252
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹417 Cr19,545,126
↑ 297,764
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹334 Cr6,016,821
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹312 Cr11,560,712
↑ 2,201,053
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹308 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹293 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹293 Cr1,510,951
↑ 108,999
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹279 Cr1,179,542
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO
2%₹269 Cr6,144,382

6. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

Research Highlights for SBI Magnum Mid Cap Fund

  • Top quartile AUM (₹23,269 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.68% (lower mid).
  • 3Y return: 15.51% (bottom quartile).
  • 1Y return: -3.31% (bottom quartile).
  • Alpha: -3.33 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -1.33 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding CRISIL Ltd (~4.2%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (08 Aug 25) ₹223.285 ↓ -2.33   (-1.03 %)
Net Assets (Cr) ₹23,269 on 30 Jun 25
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.15
Information Ratio -1.33
Alpha Ratio -3.33
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,155
31 Jul 22₹20,460
31 Jul 23₹25,044
31 Jul 24₹34,707
31 Jul 25₹33,427

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -7.1%
3 Month 0.2%
6 Month -1.3%
1 Year -3.3%
3 Year 15.5%
5 Year 25.7%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Bhavin Vithlani1 Apr 241.33 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services22.88%
Consumer Cyclical17.16%
Health Care12.18%
Industrials11.49%
Basic Materials11.19%
Technology4.74%
Real Estate4.2%
Consumer Defensive4.06%
Utility2.96%
Communication Services1.81%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.1%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹968 Cr1,600,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹771 Cr1,490,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 21 | HDFCBANK
3%₹701 Cr3,500,201
↑ 1,400,200
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 500387
3%₹698 Cr225,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹690 Cr4,700,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI
3%₹663 Cr1,050,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹648 Cr1,600,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹620 Cr4,862,250
↓ -637,750
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN
3%₹607 Cr22,500,000
↑ 2,500,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500493
3%₹589 Cr4,500,000

7. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

Research Highlights for PGIM India Midcap Opportunities Fund

  • Upper mid AUM (₹11,640 Cr).
  • Established history (11+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.32% (lower mid).
  • 3Y return: 13.95% (bottom quartile).
  • 1Y return: 3.67% (upper mid).
  • Alpha: 0.38 (upper mid).
  • Sharpe: 0.08 (lower mid).
  • Information ratio: -1.80 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Max Healthcare Institute Ltd Ordinary Shares (~3.9%).

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (08 Aug 25) ₹64.18 ↓ -0.58   (-0.90 %)
Net Assets (Cr) ₹11,640 on 30 Jun 25
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 0.08
Information Ratio -1.8
Alpha Ratio 0.38
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹19,538
31 Jul 22₹21,356
31 Jul 23₹23,784
31 Jul 24₹31,629
31 Jul 25₹32,314

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -1.8%
3 Month 8.3%
6 Month 7%
1 Year 3.7%
3 Year 13.9%
5 Year 25.3%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vinay Paharia1 Apr 232.34 Yr.
Puneet Pal16 Jul 223.05 Yr.
Utsav Mehta1 Nov 231.75 Yr.
Vivek Sharma15 Apr 241.29 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services19.33%
Industrials18.65%
Consumer Cyclical15.35%
Health Care13.43%
Basic Materials10.75%
Technology6.93%
Communication Services2.76%
Real Estate2.65%
Consumer Defensive2.08%
Utility1.06%
Asset Allocation
Asset ClassValue
Cash6.83%
Equity93%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
4%₹450 Cr3,526,055
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
4%₹430 Cr244,398
↓ -64,573
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
3%₹337 Cr548,106
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
3%₹328 Cr1,992,769
↑ 70,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹314 Cr519,968
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹300 Cr577,100
↑ 45,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
2%₹269 Cr2,433,285
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹265 Cr74,300
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | 533398
2%₹255 Cr970,962
↑ 223,050
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹252 Cr1,289,335
↑ 62,768

8. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,985 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.07% (lower mid).
  • 3Y return: 20.29% (lower mid).
  • 1Y return: -3.98% (bottom quartile).
  • Alpha: -5.65 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: -1.22 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding Max Financial Services Ltd (~4.1%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (08 Aug 25) ₹418.501 ↓ -4.08   (-0.97 %)
Net Assets (Cr) ₹4,985 on 30 Jun 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.25
Information Ratio -1.22
Alpha Ratio -5.65
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.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,192
31 Jul 22₹17,957
31 Jul 23₹22,342
31 Jul 24₹34,183
31 Jul 25₹32,372

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -4.2%
3 Month 6.3%
6 Month 4.1%
1 Year -4%
3 Year 20.3%
5 Year 25.1%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Satish Mishra9 Mar 214.4 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials19.96%
Financial Services17.14%
Health Care14.34%
Consumer Cyclical12.93%
Basic Materials12.41%
Technology4.38%
Real Estate4.3%
Communication Services3.56%
Utility2.16%
Energy1.58%
Consumer Defensive1.32%
Asset Allocation
Asset ClassValue
Cash5.92%
Equity94.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹206 Cr1,250,000
↓ -50,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
3%₹139 Cr1,700,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹133 Cr270,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹126 Cr1,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹126 Cr369,694
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹122 Cr600,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹116 Cr600,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
2%₹113 Cr1,000,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹113 Cr576,129
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹111 Cr1,001,126

9. Aditya Birla Sun Life Midcap Fund

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

Research Highlights for Aditya Birla Sun Life Midcap Fund

  • Bottom quartile AUM (₹6,205 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.00% (bottom quartile).
  • 3Y return: 18.50% (bottom quartile).
  • 1Y return: 0.28% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: 0.05 (lower mid).
  • Information ratio: -1.29 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding AU Small Finance Bank Ltd (~3.7%).

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

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (08 Aug 25) ₹767.31 ↓ -8.30   (-1.07 %)
Net Assets (Cr) ₹6,205 on 30 Jun 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.05
Information Ratio -1.29
Alpha Ratio -0.18
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,657
31 Jul 22₹18,679
31 Jul 23₹22,025
31 Jul 24₹32,617
31 Jul 25₹32,198

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -3.4%
3 Month 6.2%
6 Month 6.9%
1 Year 0.3%
3 Year 18.5%
5 Year 25%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Gajwani31 Oct 240.75 Yr.
Dhaval Joshi21 Nov 222.69 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services22.92%
Basic Materials15.62%
Consumer Cyclical14.25%
Health Care12.04%
Industrials11.94%
Technology9.1%
Real Estate3.87%
Consumer Defensive2.8%
Utility2.6%
Communication Services1.2%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
4%₹229 Cr2,807,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
4%₹224 Cr2,821,912
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹202 Cr1,225,565
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹171 Cr1,500,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹161 Cr1,100,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE
2%₹152 Cr916,888
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
2%₹147 Cr6,874,853
↑ 745,266
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT
2%₹135 Cr220,298
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹134 Cr1,899,298
↓ -234,425
KPIT Technologies Ltd (Technology)
Equity, Since 30 Nov 24 | KPITTECH
2%₹134 Cr1,062,280
↑ 327,664

10. Franklin India Prima Fund

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

Research Highlights for Franklin India Prima Fund

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.98% (bottom quartile).
  • 3Y return: 22.15% (upper mid).
  • 1Y return: 1.31% (lower mid).
  • Alpha: 1.66 (upper mid).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding The Federal Bank Ltd (~3.4%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (08 Aug 25) ₹2,671.35 ↓ -32.38   (-1.20 %)
Net Assets (Cr) ₹12,785 on 30 Jun 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.15
Information Ratio -0.2
Alpha Ratio 1.66
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹16,949
31 Jul 22₹16,966
31 Jul 23₹20,920
31 Jul 24₹32,183
31 Jul 25₹32,418

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -5%
3 Month 4.7%
6 Month 3.4%
1 Year 1.3%
3 Year 22.1%
5 Year 25%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri7 Feb 223.48 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services19.93%
Consumer Cyclical18.08%
Basic Materials13.33%
Industrials11.99%
Health Care11.8%
Technology6.48%
Real Estate5.82%
Consumer Defensive3.77%
Communication Services3.74%
Utility1.36%
Energy1.11%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹436 Cr20,481,070
↓ -1,458,682
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹279 Cr1,692,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹270 Cr1,631,918
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹261 Cr1,499,891
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹256 Cr901,105
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
2%₹245 Cr1,223,175
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹244 Cr717,366
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹242 Cr392,739
↓ -50,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
2%₹237 Cr1,300,578
Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE
2%₹234 Cr1,214,825

11. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,213 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 24.48% (bottom quartile).
  • 3Y return: 19.19% (lower mid).
  • 1Y return: -1.57% (bottom quartile).
  • Alpha: -4.02 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.28 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding PB Fintech Ltd (~2.9%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (08 Aug 25) ₹98.0651 ↓ -0.78   (-0.79 %)
Net Assets (Cr) ₹2,213 on 30 Jun 25
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -0.18
Information Ratio -1.28
Alpha Ratio -4.02
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,657
31 Jul 22₹17,965
31 Jul 23₹21,611
31 Jul 24₹32,621
31 Jul 25₹31,693

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -3.4%
3 Month 5.5%
6 Month 2.7%
1 Year -1.6%
3 Year 19.2%
5 Year 24.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Shiv Chanani13 Jul 223.05 Yr.
Himanshu Singh21 Oct 240.78 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services20.85%
Health Care16.57%
Consumer Cyclical13.5%
Industrials12.58%
Basic Materials9.89%
Technology5.35%
Consumer Defensive5.18%
Energy4.18%
Real Estate2.29%
Communication Services2.11%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity92.59%
Debt0.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹64 Cr350,000
↑ 50,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹60 Cr30,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
3%₹59 Cr250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹53 Cr2,500,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹51 Cr800,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹51 Cr325,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA
2%₹50 Cr14,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 25 | PERSISTENT
2%₹48 Cr80,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR
2%₹48 Cr100,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO
2%₹48 Cr1,100,000

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.

midcap-funds

Investors are advised to additionally check on other qualitative factors such as the fund manager’s track record and investment process. Identify fund houses that have a strong presence in the financial markets and provide funds that have a long and consistent track record. One must select the fund house on which you have faith to invest your money. One should also see how many of the funds are top performers. Having a large number of good performing funds would mean the overall strategy of the fund house is in good order.

How Invest in Mid Cap Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Conclusion

Going with mid-cap funds can be rewarding for one’s investment Portfolio considering the returns they can deliver. While investing in mid-cap mutual funds, it is advisable for investors to keep the exposure within the optimum levels because mid-caps are high-risk return funds.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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