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11 Best Performing Mid Cap Mutual Funds to Invest In 2023

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Best Mid Cap Mutual Funds 2023

Updated on January 25, 2023 , 67382 views

Looking for the best mid cap Mutual Funds to invest in 2023? 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 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹42.3
↓ -0.29
₹7,558-5.20.7-1.129.215.3-1.7
Axis Mid Cap Fund Growth ₹63.92
↓ -0.64
₹19,144-6-1.1-315.713.5-5.1
Motilal Oswal Midcap 30 Fund  Growth ₹49.6086
↓ -0.21
₹3,627-4.57.710.320.513.210.7
Kotak Emerging Equity Scheme Growth ₹73.678
↓ -0.46
₹23,335-2.83.34.919125.1
Invesco India Mid Cap Fund Growth ₹86.26
↓ -1.05
₹2,678-3.24.60.217.4110.5
HDFC Mid-Cap Opportunities Fund Growth ₹99.944
↓ -1.38
₹35,7310.19.510.521.110.712.3
SBI Magnum Mid Cap Fund Growth ₹140.992
↓ -0.45
₹8,426-51.32.822.210.53
Edelweiss Mid Cap Fund Growth ₹50.396
↓ -0.39
₹2,481-4.92.42.720.510.12.4
TATA Mid Cap Growth Fund Growth ₹235.029
↓ -4.30
₹1,778-4.60.2-0.415.79.50.6
UTI Mid Cap Fund Growth ₹182.183
↓ -1.88
₹7,230-51.4-0.319.59.4-0.8
BNP Paribas Mid Cap Fund Growth ₹57.7312
↓ -0.78
₹1,228-4.63.31.917.79.14.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23

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

1. 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 17.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (27 Jan 23) ₹42.3 ↓ -0.29   (-0.68 %)
Net Assets (Cr) ₹7,558 on 31 Dec 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.31
Information Ratio 1.24
Alpha Ratio -5.7
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 Dec 17₹10,000
31 Dec 18₹8,390
31 Dec 19₹8,689
31 Dec 20₹12,893
31 Dec 21₹21,116
31 Dec 22₹20,765

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 ₹447,579.
Net Profit of ₹147,579
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 27 Jan 23

DurationReturns
1 Month -2.6%
3 Month -5.2%
6 Month 0.7%
1 Year -1.1%
3 Year 29.2%
5 Year 15.3%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.59 Yr.
Puneet Pal16 Jul 220.46 Yr.
Vivek Sharma1 Jun 211.59 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials23.83%
Financial Services20.03%
Consumer Cyclical17.26%
Basic Materials10.97%
Health Care6.83%
Consumer Defensive4.95%
Technology3.94%
Real Estate3.25%
Utility1.33%
Communication Services1.24%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.62%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹299 Cr905,274
↑ 52,793
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹291 Cr1,808,204
↑ 750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK
4%₹286 Cr3,000,000
↓ -445,500
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹286 Cr2,022,298
↑ 150,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 500233
3%₹262 Cr2,276,766
↑ 781,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
3%₹246 Cr1,429,700
↑ 425,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹227 Cr1,247,176
Canara Bank (Financial Services)
Equity, Since 31 Oct 22 | 532483
3%₹221 Cr7,035,000
↑ 800,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹216 Cr3,948,000
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹209 Cr15,906,857
↑ 2,406,857

2. 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 16.8% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (27 Jan 23) ₹63.92 ↓ -0.64   (-0.99 %)
Net Assets (Cr) ₹19,144 on 31 Dec 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.55
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
31 Dec 17₹10,000
31 Dec 18₹10,351
31 Dec 19₹11,524
31 Dec 20₹14,521
31 Dec 21₹20,319
31 Dec 22₹19,289

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -3.8%
3 Month -6%
6 Month -1.1%
1 Year -3%
3 Year 15.7%
5 Year 13.5%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.11 Yr.
Hitesh Das18 Dec 202.04 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical25.02%
Financial Services16.39%
Industrials15.85%
Basic Materials12.44%
Technology7.2%
Health Care4.96%
Consumer Defensive2.41%
Utility1.83%
Communication Services1.28%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash11.42%
Equity88.46%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹859 Cr9,018,750
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹799 Cr11,173,735
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
4%₹695 Cr4,724,900
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
3%₹600 Cr18,663,591
↑ 1,590,028
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹589 Cr1,686,694
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹583 Cr867,004
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 509930
3%₹541 Cr2,220,325
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
2%₹489 Cr2,596,080
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
2%₹478 Cr1,149,635
↑ 88,064
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
2%₹475 Cr1,180,653

3. 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 19.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (27 Jan 23) ₹49.6086 ↓ -0.21   (-0.43 %)
Net Assets (Cr) ₹3,627 on 31 Dec 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.39
Information Ratio -0.13
Alpha Ratio 6.26
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 Dec 17₹10,000
31 Dec 18₹8,730
31 Dec 19₹9,578
31 Dec 20₹10,470
31 Dec 21₹16,316
31 Dec 22₹18,063

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -1.2%
3 Month -4.5%
6 Month 7.7%
1 Year 10.3%
3 Year 20.5%
5 Year 13.2%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 202.5 Yr.
Ankush Sood11 Nov 220.14 Yr.
Rakesh Shetty22 Nov 220.11 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.02%
Basic Materials16.64%
Industrials15.82%
Real Estate10.67%
Financial Services9.54%
Utility6.21%
Health Care3.71%
Asset Allocation
Asset ClassValue
Cash15.84%
Equity84.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
11%₹398 Cr14,250,000
↑ 1,250,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹374 Cr1,350,000
↓ -350,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 503100
10%₹364 Cr2,497,177
↓ -236
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
9%₹314 Cr5,500,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
7%₹240 Cr5,337,790
↑ 36,976
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD
6%₹227 Cr4,552,364
↓ -1,444,067
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
3%₹115 Cr1,400,000
↑ 400,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
3%₹112 Cr513,083
↑ 13,083
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
3%₹109 Cr1,700,000
↓ -500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹103 Cr700,000
↑ 586,126

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 13.4% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (27 Jan 23) ₹73.678 ↓ -0.46   (-0.61 %)
Net Assets (Cr) ₹23,335 on 31 Dec 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.08
Information Ratio -0.23
Alpha Ratio 0.87
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
31 Dec 17₹10,000
31 Dec 18₹8,828
31 Dec 19₹9,610
31 Dec 20₹11,713
31 Dec 21₹17,254
31 Dec 22₹18,139

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 ₹415,684.
Net Profit of ₹115,684
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 27 Jan 23

DurationReturns
1 Month -3%
3 Month -2.8%
6 Month 3.3%
1 Year 4.9%
3 Year 19%
5 Year 12%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1012.54 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials22.4%
Basic Materials21.53%
Consumer Cyclical20.08%
Financial Services12.13%
Health Care7.12%
Technology3.23%
Real Estate2.51%
Consumer Defensive2.35%
Utility0.79%
Energy0.65%
Asset Allocation
Asset ClassValue
Cash7.2%
Equity92.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹981 Cr4,026,921
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹864 Cr3,228,282
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹841 Cr5,951,759
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹771 Cr1,637,636
↓ -36,900
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹750 Cr1,805,257
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹740 Cr1,907,191
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹734 Cr2,100,000
↓ -43,970
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹628 Cr3,066,715
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹604 Cr6,498,521
↓ -120,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
3%₹589 Cr5,119,364
↑ 249,164

5. 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 14.6% since its launch.  Ranked 38 in Mid Cap category.  Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (27 Jan 23) ₹86.26 ↓ -1.05   (-1.20 %)
Net Assets (Cr) ₹2,678 on 31 Dec 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.2
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 Dec 17₹10,000
31 Dec 18₹9,473
31 Dec 19₹9,834
31 Dec 20₹12,231
31 Dec 21₹17,507
31 Dec 22₹17,597

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 ₹405,518.
Net Profit of ₹105,518
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 27 Jan 23

DurationReturns
1 Month -3.1%
3 Month -3.2%
6 Month 4.6%
1 Year 0.2%
3 Year 17.4%
5 Year 11%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.2%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 184.76 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical27.73%
Financial Services17.39%
Industrials15.12%
Basic Materials12.11%
Health Care7.5%
Technology7.19%
Consumer Defensive5.67%
Real Estate2.49%
Communication Services1.12%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹84 Cr567,888
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹76 Cr2,849,847
↓ -177,843
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹72 Cr4,359,494
↓ -121,633
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹72 Cr787,703
↓ -74,139
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹70 Cr168,098
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 500493
2%₹66 Cr769,012
↓ -22,361
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹66 Cr692,674
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
2%₹65 Cr1,180,613
↓ -87,729
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹63 Cr208,135
↓ -22,018
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
2%₹62 Cr30,514

6. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 24 in Mid Cap category.  Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (27 Jan 23) ₹99.944 ↓ -1.38   (-1.36 %)
Net Assets (Cr) ₹35,731 on 31 Dec 22
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.49
Information Ratio -0.12
Alpha Ratio 7.58
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,880
31 Dec 19₹8,898
31 Dec 20₹10,833
31 Dec 21₹15,156
31 Dec 22₹17,018

HDFC Mid-Cap 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for HDFC Mid-Cap 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 27 Jan 23

DurationReturns
1 Month -1.7%
3 Month 0.1%
6 Month 9.5%
1 Year 10.5%
3 Year 21.1%
5 Year 10.7%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0715.53 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical22.55%
Financial Services21.92%
Industrials18.15%
Basic Materials10.42%
Health Care7.46%
Technology6.75%
Communication Services5%
Consumer Defensive1.87%
Energy1.23%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
5%₹1,672 Cr51,984,477
↓ -4,696,523
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹1,356 Cr128,996,567
↓ -8,345,397
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 21 | 541154
4%₹1,340 Cr4,864,804
↓ -527,069
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
4%₹1,321 Cr29,341,608
↓ -4,338,888
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
3%₹1,251 Cr17,500,000
↓ -700,821
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹1,206 Cr13,170,204
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,156 Cr8,894,583
↑ 50,000
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹1,080 Cr34,129,095
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
3%₹1,032 Cr28,442,046
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹1,000 Cr4,897,599

7. 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 16% since its launch.  Ranked 28 in Mid Cap category.  Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (27 Jan 23) ₹140.992 ↓ -0.45   (-0.32 %)
Net Assets (Cr) ₹8,426 on 31 Dec 22
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.06
Information Ratio 0.4
Alpha Ratio -1.24
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 Dec 17₹10,000
31 Dec 18₹8,202
31 Dec 19₹8,208
31 Dec 20₹10,707
31 Dec 21₹16,302
31 Dec 22₹16,798

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 ₹395,578.
Net Profit of ₹95,578
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 27 Jan 23

DurationReturns
1 Month -2.3%
3 Month -5%
6 Month 1.3%
1 Year 2.8%
3 Year 22.2%
5 Year 10.5%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1012.51 Yr.
Mohit Jain30 Nov 175.09 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical34.15%
Financial Services14.66%
Industrials13.21%
Basic Materials13.18%
Health Care6.25%
Consumer Defensive4.63%
Real Estate4.4%
Utility4.12%
Communication Services0.31%
Technology0.17%
Energy0.14%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
5%₹425 Cr89,660
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | TIINDIA
5%₹403 Cr1,453,328
↓ -193,344
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
5%₹395 Cr1,350,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
4%₹335 Cr1,297,460
↓ -2,540
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
4%₹322 Cr1,201,830
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH
3%₹284 Cr200,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹264 Cr3,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹263 Cr8,182,397
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹258 Cr1,261,202
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹249 Cr5,530,790

8. 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 11.3% since its launch.  Ranked 22 in Mid Cap category.  Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (27 Jan 23) ₹50.396 ↓ -0.39   (-0.76 %)
Net Assets (Cr) ₹2,481 on 31 Dec 22
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio -0.07
Information Ratio 0.05
Alpha Ratio -1.65
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 Dec 17₹10,000
31 Dec 18₹8,430
31 Dec 19₹8,865
31 Dec 20₹11,208
31 Dec 21₹16,841
31 Dec 22₹17,240

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 ₹395,578.
Net Profit of ₹95,578
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 27 Jan 23

DurationReturns
1 Month -3%
3 Month -4.9%
6 Month 2.4%
1 Year 2.7%
3 Year 20.5%
5 Year 10.1%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.8%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 211.25 Yr.
Sahil Shah24 Dec 211.02 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials22.56%
Financial Services22.06%
Consumer Cyclical19.25%
Basic Materials14.82%
Health Care7.87%
Technology4.02%
Real Estate2.8%
Utility2.36%
Consumer Defensive1.93%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
5%₹114 Cr804,837
↑ 50,532
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹106 Cr8,040,910
↑ 504,858
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB
4%₹104 Cr345,989
↑ 20,955
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
4%₹96 Cr5,104,943
↑ 320,519
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹91 Cr617,945
↑ 38,796
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
4%₹88 Cr3,285,916
↑ 206,309
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹85 Cr1,186,628
↑ 74,503
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹78 Cr178,750
↑ 3,369
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹74 Cr177,838
↑ 37,770
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
3%₹70 Cr200,850
↑ 12,609

9. 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 11.7% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (27 Jan 23) ₹235.029 ↓ -4.30   (-1.80 %)
Net Assets (Cr) ₹1,778 on 31 Dec 22
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.2
Information Ratio -0.72
Alpha Ratio -3.58
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 Dec 17₹10,000
31 Dec 18₹8,699
31 Dec 19₹9,265
31 Dec 20₹11,512
31 Dec 21₹16,118
31 Dec 22₹16,216

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -4.2%
3 Month -4.6%
6 Month 0.2%
1 Year -0.4%
3 Year 15.7%
5 Year 9.5%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Abhinav Sharma30 Jun 211.5 Yr.
Satish Mishra30 Jun 211.5 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials32.06%
Financial Services17.13%
Consumer Cyclical16.47%
Basic Materials12.44%
Technology5.08%
Health Care4.38%
Real Estate4.02%
Utility2.48%
Communication Services1.77%
Consumer Defensive1.23%
Energy0.72%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹58 Cr166,400
↓ -5,600
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
3%₹57 Cr2,123,056
↑ 234,200
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹57 Cr400,000
↓ -50,275
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹56 Cr9,592,567
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT
3%₹56 Cr160,000
↑ 32,143
ACC Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 500410
3%₹54 Cr210,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK
3%₹53 Cr4,000,000
↑ 300,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹51 Cr250,000
↓ -16,575
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 22 | ADANIPORTS
2%₹44 Cr500,000
↑ 50,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | NAVINFLUOR
2%₹43 Cr100,000

10. 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 17.3% since its launch.  Ranked 36 in Mid Cap category.  Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (27 Jan 23) ₹182.183 ↓ -1.88   (-1.02 %)
Net Assets (Cr) ₹7,230 on 31 Dec 22
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.28
Information Ratio -0.18
Alpha Ratio -4.9
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 Dec 17₹10,000
31 Dec 18₹8,505
31 Dec 19₹8,489
31 Dec 20₹11,262
31 Dec 21₹16,113
31 Dec 22₹15,992

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -3.2%
3 Month -5%
6 Month 1.4%
1 Year -0.3%
3 Year 19.5%
5 Year 9.4%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 9.7%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 193.34 Yr.

Data below for UTI Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical28.17%
Industrials18.75%
Financial Services17.06%
Basic Materials10.98%
Health Care9.15%
Technology5.93%
Real Estate2.96%
Utility2.03%
Consumer Defensive1.72%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.82%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | TIINDIA
4%₹316 Cr1,139,064
↓ -90,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
3%₹224 Cr3,137,175
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
3%₹209 Cr15,864,700
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
3%₹184 Cr527,502
↓ -156,823
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹172 Cr1,272,502
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹161 Cr1,878,064
City Union Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | CUB
2%₹155 Cr8,184,230
JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT
2%₹152 Cr493,537
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO
2%₹152 Cr1,354,320
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER
2%₹147 Cr549,432

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.

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 11% since its launch.  Ranked 18 in Mid Cap category.  Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (27 Jan 23) ₹57.7312 ↓ -0.78   (-1.33 %)
Net Assets (Cr) ₹1,228 on 31 Dec 22
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.05
Information Ratio -0.35
Alpha Ratio 0.36
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 Dec 17₹10,000
31 Dec 18₹8,251
31 Dec 19₹8,680
31 Dec 20₹10,689
31 Dec 21₹15,124
31 Dec 22₹15,835

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -2.7%
3 Month -4.6%
6 Month 3.3%
1 Year 1.9%
3 Year 17.7%
5 Year 9.1%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 9.5%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 220.47 Yr.
Miten Vora1 Dec 220.08 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services20.22%
Consumer Cyclical19.64%
Industrials13.84%
Consumer Defensive8.37%
Basic Materials7.65%
Health Care6.87%
Utility6.68%
Technology4.16%
Real Estate2.88%
Energy2.81%
Communication Services1.49%
Asset Allocation
Asset ClassValue
Cash5.39%
Equity94.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
5%₹59 Cr400,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
4%₹46 Cr443,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹43 Cr3,250,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹43 Cr1,600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹37 Cr1,100,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH
3%₹36 Cr25,706
Canara Bank (Financial Services)
Equity, Since 30 Sep 22 | 532483
3%₹31 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
2%₹29 Cr1,695,000
Coforge Ltd (Technology)
Equity, Since 30 Apr 22 | COFORGE
2%₹28 Cr70,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
2%₹28 Cr870,000

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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