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11 Best Performing Mid Cap Mutual Funds to Invest In 2024

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Best Mid Cap Mutual Funds 2024

Updated on July 14, 2024 , 86671 views

Looking for the best mid cap Mutual Funds to invest in 2024? Well, many investors are inclining towards Investing in mid-caps because they are considered to be the future Market leaders. When an investor invests in mid-caps for a long-term, they prefer those companies that they think will be tomorrow’s runway successes.

Traditionally, mid-caps are typically mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps (some countries even Call them giant caps).

With the right business strategy, good management for execution, and being nimble towards changes makes mid-cap companies grow rapidly. Investors seeking to make higher gains than large-caps look towards mid-caps for investing, this, however, comes with higher risk (or Volatility). Institutional investors like mutual funds and Foreign Institutional Investors (FIIs) are increasingly investing in top mid-caps and mid cap funds to enhance their gains in the equity markets.

Why Should you Invest in Mid Cap Funds

Some of the benefits of investing in mid-cap funds are:

  • They have a stronger wealth bearing potential as compared to large caps given a long-term holding; they typically perform better than the latter in bullish markets and when markets have been on the upswing for long
  • Mid-cap companies have more potential for growth than large-caps
  • Such firms respond faster to new innovations and changes in the market as they tend to be more focused, specialised in their niche and are nimble footed
  • Mid-cap stocks are lower in volatility than small cap stocks
  • Due to their potential of growing faster, they often tend to outperform Large cap funds over a longer period

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Advantages of Midcap funds

If we consider a long-term History of Mutual Funds, then mid -cap funds have consistently outperformed large-cap funds. In fact, the very nature of the fund is that its trend is not likely to change any soon. The mid-cap funds are relatively underfollowed in stock markets as compared with large-cap funds. This provides the investors with a huge opportunity to seek fast growth in their investments using these funds.

Top 11 Best Mid Cap Mutual Funds to Invest in FY 24 - 25

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹98.1908
↓ -0.12
₹9,81922.732.365.838.732.541.7
Edelweiss Mid Cap Fund Growth ₹95.323
↓ -0.15
₹5,86420.928.261.626.429.838.4
PGIM India Midcap Opportunities Fund Growth ₹63.14
↓ -0.06
₹10,15515.717.533.218.229.320.8
Kotak Emerging Equity Scheme Growth ₹131.014
↑ 0.07
₹45,01823.228.854.425.52831.5
SBI Magnum Mid Cap Fund Growth ₹234.843
↑ 0.67
₹18,39913.418.338.223.427.334.5
Invesco India Mid Cap Fund Growth ₹157.44
↑ 0.84
₹4,63120.627.354.324.527.334.1
BNP Paribas Mid Cap Fund Growth ₹102.404
↓ -0.01
₹1,93517.926.153.72326.732.6
TATA Mid Cap Growth Fund Growth ₹443.974
↑ 1.45
₹3,82417.924.657.325.626.740.5
UTI Mid Cap Fund Growth ₹307.148
↑ 0.12
₹10,68319.222.844.121.42630.5
ICICI Prudential MidCap Fund Growth ₹291.78
↑ 1.04
₹6,06318.826.760.724.125.632.8
Axis Mid Cap Fund Growth ₹110.78
↑ 0.07
₹26,63719.928.147.720.825.129.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 24

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

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.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (16 Jul 24) ₹98.1908 ↓ -0.12   (-0.12 %)
Net Assets (Cr) ₹9,819 on 30 Apr 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 4.03
Information Ratio 1.04
Alpha Ratio 18.94
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
30 Jun 19₹10,000
30 Jun 20₹8,692
30 Jun 21₹14,156
30 Jun 22₹16,857
30 Jun 23₹23,241
30 Jun 24₹38,133

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 ₹673,113.
Net Profit of ₹373,113
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 16 Jul 24

DurationReturns
1 Month 7.4%
3 Month 22.7%
6 Month 32.3%
1 Year 65.8%
3 Year 38.7%
5 Year 32.5%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.92 Yr.
Ankush Sood11 Nov 221.56 Yr.
Rakesh Shetty22 Nov 221.53 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Industrials19.68%
Technology15.6%
Financial Services11.62%
Communication Services11.3%
Health Care6.12%
Real Estate5.88%
Utility3.76%
Basic Materials3.17%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
10%₹1,033 Cr30,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
10%₹999 Cr655,000,000
↑ 100,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹851 Cr47,500,000
↑ 27,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹805 Cr2,250,000
↑ 427,022
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹777 Cr20,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹729 Cr2,137,892
↑ 137,892
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
4%₹439 Cr2,750,000
↓ -250,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
4%₹438 Cr650,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹427 Cr1,400,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
4%₹410 Cr825,619
↓ -74,381

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.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (16 Jul 24) ₹95.323 ↓ -0.15   (-0.16 %)
Net Assets (Cr) ₹5,864 on 31 May 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 3.08
Information Ratio -0.3
Alpha Ratio 3.84
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
30 Jun 19₹10,000
30 Jun 20₹9,062
30 Jun 21₹16,992
30 Jun 22₹16,883
30 Jun 23₹22,039
30 Jun 24₹34,916

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 16 Jul 24

DurationReturns
1 Month 4.7%
3 Month 20.9%
6 Month 28.2%
1 Year 61.6%
3 Year 26.4%
5 Year 29.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.67 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials23.22%
Financial Services19.15%
Consumer Cyclical16.36%
Basic Materials11.11%
Technology9.49%
Health Care6.29%
Real Estate3.5%
Utility2.85%
Communication Services1.92%
Consumer Defensive1.87%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹226 Cr240,705
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹221 Cr484,903
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹195 Cr572,512
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹187 Cr3,298,021
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹184 Cr517,473
JSW Energy Ltd (Utilities)
Equity, Since 30 Sep 23 | JSWENERGY
3%₹167 Cr2,723,671
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | BDL
3%₹167 Cr1,071,474
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹159 Cr169,704
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹156 Cr9,637,857
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 20 | BEL
3%₹148 Cr5,012,024

3. PGIM India Midcap Opportunities Fund

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

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 40 in Mid Cap category.  Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (16 Jul 24) ₹63.14 ↓ -0.06   (-0.09 %)
Net Assets (Cr) ₹10,155 on 30 Apr 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 2.14
Information Ratio -1.31
Alpha Ratio -5.52
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
30 Jun 19₹10,000
30 Jun 20₹10,150
30 Jun 21₹20,300
30 Jun 22₹21,355
30 Jun 23₹25,919
30 Jun 24₹34,442

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 ₹627,226.
Net Profit of ₹327,226
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 16 Jul 24

DurationReturns
1 Month 2.5%
3 Month 15.7%
6 Month 17.5%
1 Year 33.2%
3 Year 18.2%
5 Year 29.3%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 231.17 Yr.
Puneet Pal16 Jul 221.88 Yr.
Utsav Mehta1 Nov 230.58 Yr.
Vivek Sharma15 Apr 240.13 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials22.26%
Financial Services18.3%
Consumer Cyclical16.53%
Health Care12.47%
Basic Materials9.59%
Technology9.14%
Real Estate3.64%
Consumer Defensive2.53%
Communication Services2.18%
Utility2.08%
Asset Allocation
Asset ClassValue
Cash1.09%
Equity98.72%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
3%₹348 Cr370,633
↓ -28,400
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹297 Cr3,946,055
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹282 Cr910,832
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹277 Cr701,519
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹257 Cr2,073,090
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
3%₹253 Cr2,981,370
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
2%₹222 Cr236,523
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
2%₹219 Cr1,428,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
2%₹209 Cr585,145
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
2%₹208 Cr609,968

4. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 12 in Mid Cap category.  Return for 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (16 Jul 24) ₹131.014 ↑ 0.07   (0.05 %)
Net Assets (Cr) ₹45,018 on 31 May 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 3.07
Information Ratio -0.58
Alpha Ratio 6.72
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,070
30 Jun 21₹16,648
30 Jun 22₹16,804
30 Jun 23₹21,519
30 Jun 24₹32,456

Kotak Emerging Equity Scheme SIP Returns

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

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 4.4%
3 Month 23.2%
6 Month 28.8%
1 Year 54.4%
3 Year 25.5%
5 Year 28%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.5%
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 240.36 Yr.
Arjun Khanna30 Apr 222.09 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials22.64%
Consumer Cyclical19.36%
Basic Materials14.68%
Financial Services12.68%
Health Care8.26%
Technology7.27%
Real Estate3.24%
Energy2.4%
Communication Services1.86%
Consumer Defensive1.13%
Utility0.35%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity93.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,832 Cr3,470,339
↓ -167,380
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹1,634 Cr4,602,509
↓ -1,260,890
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
4%₹1,630 Cr55,087,745
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,551 Cr3,656,488
↓ -63,975
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,458 Cr8,010,973
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 500493
3%₹1,264 Cr8,132,726
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
3%₹1,220 Cr24,765,029
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹1,203 Cr3,526,444
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500086
2%₹1,095 Cr22,419,204
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
2%₹1,074 Cr1,146,237
↓ -912,778

5. 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.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (16 Jul 24) ₹234.843 ↑ 0.67   (0.28 %)
Net Assets (Cr) ₹18,399 on 31 May 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.6
Information Ratio -0.48
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,046
30 Jun 21₹16,509
30 Jun 22₹17,808
30 Jun 23₹23,210
30 Jun 24₹32,130

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 ₹598,181.
Net Profit of ₹298,181
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 16 Jul 24

DurationReturns
1 Month 1.1%
3 Month 13.4%
6 Month 18.3%
1 Year 38.2%
3 Year 23.4%
5 Year 27.3%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 240.17 Yr.
Pradeep Kesavan1 Apr 240.17 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.62%
Industrials18.44%
Financial Services16.95%
Basic Materials8.84%
Health Care7.73%
Real Estate4.85%
Utility4.22%
Consumer Defensive2.53%
Technology1.89%
Communication Services1.81%
Asset Allocation
Asset ClassValue
Cash5.13%
Equity94.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹776 Cr5,169,750
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
4%₹689 Cr1,623,740
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹649 Cr1,200,000
↓ -311,202
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹639 Cr1,490,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹621 Cr3,900,000
↑ 580,000
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
3%₹573 Cr1,395,281
Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS
3%₹544 Cr4,000,000
↑ 1,011,400
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹462 Cr6,000,000
↑ 739,989
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
2%₹458 Cr3,500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
2%₹413 Cr5,500,000

6. Invesco India Mid Cap Fund

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

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (16 Jul 24) ₹157.44 ↑ 0.84   (0.54 %)
Net Assets (Cr) ₹4,631 on 31 May 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.13
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
30 Jun 19₹10,000
30 Jun 20₹9,720
30 Jun 21₹16,124
30 Jun 22₹15,864
30 Jun 23₹20,767
30 Jun 24₹32,104

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 ₹598,181.
Net Profit of ₹298,181
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 16 Jul 24

DurationReturns
1 Month 3.7%
3 Month 20.6%
6 Month 27.3%
1 Year 54.3%
3 Year 24.5%
5 Year 27.3%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.56 Yr.
Amit Ganatra1 Sep 230.75 Yr.

Data below for Invesco India Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.48%
Financial Services19.63%
Industrials15.38%
Health Care12.02%
Real Estate7.56%
Technology7.52%
Basic Materials4.58%
Communication Services2.52%
Consumer Defensive1.89%
Utility1.47%
Asset Allocation
Asset ClassValue
Cash0.94%
Equity99.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹214 Cr469,972
↓ -76,074
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹202 Cr1,265,829
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹186 Cr1,500,886
↓ -80,105
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹174 Cr10,708,433
↓ -772,491
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹169 Cr2,246,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹164 Cr174,798
↓ -15,779
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹151 Cr9,883,840
Cummins India Ltd (Industrials)
Equity, Since 30 Nov 23 | 500480
3%₹141 Cr396,180
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹140 Cr3,611,063
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
3%₹135 Cr2,903,958

7. 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.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 18 in Mid Cap category.  Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (16 Jul 24) ₹102.404 ↓ -0.01   (0.00 %)
Net Assets (Cr) ₹1,935 on 31 May 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 3.29
Information Ratio -0.67
Alpha Ratio 4.97
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
30 Jun 19₹10,000
30 Jun 20₹9,460
30 Jun 21₹16,582
30 Jun 22₹16,367
30 Jun 23₹20,433
30 Jun 24₹31,296

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 ₹584,107.
Net Profit of ₹284,107
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 16 Jul 24

DurationReturns
1 Month 4.4%
3 Month 17.9%
6 Month 26.1%
1 Year 53.7%
3 Year 23%
5 Year 26.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.6%
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.89 Yr.
Miten Vora1 Dec 221.5 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.35%
Financial Services19.3%
Industrials14.64%
Health Care12.22%
Technology10.87%
Basic Materials8.19%
Consumer Defensive4.25%
Real Estate2.8%
Utility2.78%
Communication Services2.26%
Energy0.45%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity97.11%
Debt1.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹65 Cr500,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹65 Cr60,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 19 | THERMAX
3%₹59 Cr110,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹54 Cr175,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
3%₹52 Cr115,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹51 Cr900,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹51 Cr320,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹48 Cr330,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
2%₹46 Cr210,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
2%₹45 Cr800,000
↓ -100,000

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.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (16 Jul 24) ₹443.974 ↑ 1.45   (0.33 %)
Net Assets (Cr) ₹3,824 on 31 May 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.23
Information Ratio -0.4
Alpha Ratio 5.21
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
30 Jun 19₹10,000
30 Jun 20₹9,129
30 Jun 21₹15,481
30 Jun 22₹15,389
30 Jun 23₹19,742
30 Jun 24₹30,756

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 ₹584,107.
Net Profit of ₹284,107
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 16 Jul 24

DurationReturns
1 Month 2.9%
3 Month 17.9%
6 Month 24.6%
1 Year 57.3%
3 Year 25.6%
5 Year 26.7%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.23 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials34.05%
Financial Services17.3%
Health Care10.71%
Consumer Cyclical8.88%
Basic Materials8.44%
Real Estate7.04%
Technology2.72%
Communication Services2.68%
Consumer Defensive2.43%
Energy1.48%
Utility1.33%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹131 Cr369,694
↓ -10,306
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹120 Cr4,000,000
↓ -200,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹119 Cr1,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
3%₹118 Cr4,000,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹118 Cr217,412
↓ -15,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | 532424
2%₹93 Cr730,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹91 Cr1,074,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
2%₹88 Cr250,000
JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Sep 23 | 543994
2%₹88 Cr3,100,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
2%₹84 Cr693,950

9. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (16 Jul 24) ₹307.148 ↑ 0.12   (0.04 %)
Net Assets (Cr) ₹10,683 on 31 May 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.38
Information Ratio -1.44
Alpha Ratio -4.6
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
30 Jun 19₹10,000
30 Jun 20₹9,357
30 Jun 21₹16,656
30 Jun 22₹16,685
30 Jun 23₹21,196
30 Jun 24₹29,924

UTI Mid Cap Fund SIP Returns

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

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 4.7%
3 Month 19.2%
6 Month 22.8%
1 Year 44.1%
3 Year 21.4%
5 Year 26%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.76 Yr.

Data below for UTI Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Consumer Cyclical21.36%
Industrials19.59%
Financial Services18.05%
Health Care10.19%
Technology9.32%
Basic Materials7.06%
Communication Services2.94%
Consumer Defensive2.38%
Utility2.22%
Real Estate2.17%
Energy1.75%
Asset Allocation
Asset ClassValue
Cash2.81%
Equity97.04%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹252 Cr1,620,419
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹234 Cr4,131,918
↑ 37,996
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹232 Cr748,769
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL
2%₹225 Cr7,590,464
↓ -1,500,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹202 Cr1,482,896
↑ 175,000
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹200 Cr956,190
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹200 Cr296,224
↑ 45,610
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹199 Cr414,405
↑ 20,000
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | 509930
2%₹197 Cr373,600
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹195 Cr545,509

10. ICICI Prudential MidCap Fund

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

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (16 Jul 24) ₹291.78 ↑ 1.04   (0.36 %)
Net Assets (Cr) ₹6,063 on 31 May 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.87
Information Ratio -0.52
Alpha Ratio 2.71
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
30 Jun 19₹10,000
30 Jun 20₹8,224
30 Jun 21₹15,361
30 Jun 22₹15,276
30 Jun 23₹18,606
30 Jun 24₹30,079

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 ₹570,326.
Net Profit of ₹270,326
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 16 Jul 24

DurationReturns
1 Month 1.8%
3 Month 18.8%
6 Month 26.7%
1 Year 60.7%
3 Year 24.1%
5 Year 25.6%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.8%
2022 3.1%
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 221.92 Yr.
Sharmila D’mello31 Jul 221.84 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Basic Materials22.72%
Industrials19.35%
Consumer Cyclical13.64%
Real Estate12.2%
Health Care7.32%
Financial Services7.3%
Communication Services7.19%
Energy4.45%
Utility2.45%
Technology0.61%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
4%₹229 Cr2,888,476
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹224 Cr2,179,227
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹216 Cr4,017,217
↓ -165,859
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹205 Cr661,491
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹171 Cr1,068,018
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
3%₹164 Cr899,376
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BALKRISIND
3%₹158 Cr517,803
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 22 | 500480
3%₹158 Cr444,068
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 500493
2%₹148 Cr954,049
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
2%₹144 Cr517,459

11. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 41 in Mid Cap category.  Return for 2023 was 29.6% , 2022 was -5.1% and 2021 was 39.9% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (16 Jul 24) ₹110.78 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹26,637 on 30 Apr 24
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.88
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹10,207
30 Jun 21₹16,552
30 Jun 22₹16,220
30 Jun 23₹20,332
30 Jun 24₹29,535

Axis Mid Cap Fund SIP Returns

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

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 2.6%
3 Month 19.9%
6 Month 28.1%
1 Year 47.7%
3 Year 20.8%
5 Year 25.1%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 167.52 Yr.
Nitin Arora3 Aug 230.83 Yr.
Krishnaa N1 Mar 240.25 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials24.89%
Consumer Cyclical22.54%
Financial Services14.61%
Basic Materials9.49%
Health Care8.7%
Technology4.68%
Real Estate3.37%
Utility2.28%
Communication Services2.16%
Consumer Defensive1.28%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.04%
Equity94.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
4%₹1,024 Cr1,939,589
↓ -24,054
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 500480
3%₹960 Cr2,702,168
↓ -98,547
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹879 Cr1,928,788
↓ -742,344
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹842 Cr6,780,892
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹747 Cr13,408,268
↓ -3,638,873
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
3%₹742 Cr1,749,342
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 22 | 500093
3%₹730 Cr11,347,314
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
3%₹728 Cr8,567,489
ABB India Ltd (Industrials)
Equity, Since 31 Oct 21 | ABB
2%₹679 Cr815,754
↑ 29,096
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹650 Cr9,985,695

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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