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Best Mid Cap Mutual Funds 2023
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) PGIM India Midcap Opportunities Fund Growth ₹50.88
↑ 0.38 ₹9,102 4.8 13 12.8 25.9 23.7 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹67.7392
↑ 0.88 ₹6,060 8.4 21.3 30 34.2 23.5 10.7 Edelweiss Mid Cap Fund Growth ₹68.289
↑ 0.57 ₹3,793 9 22.1 27 28.1 22 2.4 SBI Magnum Mid Cap Fund Growth ₹187.233
↑ 1.44 ₹13,202 6 17.7 26.3 29.5 21.9 3 HDFC Mid-Cap Opportunities Fund Growth ₹138.839
↑ 0.64 ₹47,846 7.6 25.9 33.8 30.8 21.7 12.3 Kotak Emerging Equity Scheme Growth ₹95.852
↑ 0.81 ₹33,700 6 19.6 23.9 26.7 21.6 5.1 TATA Mid Cap Growth Fund Growth ₹330.585
↑ 3.06 ₹2,521 7.6 24.2 31.2 25.6 20.9 0.6 BNP Paribas Mid Cap Fund Growth ₹75.8292
↑ 0.64 ₹1,471 7.1 22.6 24.8 25.8 20.1 4.7 Invesco India Mid Cap Fund Growth ₹114.38
↑ 1.06 ₹3,418 7.3 19.9 25.7 24.5 19.4 0.5 UTI Mid Cap Fund Growth ₹236.77
↑ 1.90 ₹8,735 5 19.8 23 23.9 19 -0.8 Axis Mid Cap Fund Growth ₹81.78
↑ 0.91 ₹21,962 4.4 14.5 19.5 19.7 18.8 -5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Nov 23
*List of top Mid Cap mutual funds having minimum 200 Crore Net Assets / Assets Under Management (AUM), Sorted on 5 Year CAGR Return.
The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on To 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 Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Emerging Equity Scheme Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on 1. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (30 Nov 23) ₹50.88 ↑ 0.38 (0.75 %) Net Assets (Cr) ₹9,102 on 31 Oct 23 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.95 Sharpe Ratio -0.13 Information Ratio -0.64 Alpha Ratio -11.79 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,188 30 Nov 20 ₹14,491 30 Nov 21 ₹24,002 30 Nov 22 ₹25,645 30 Nov 23 ₹28,926 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 7.8% 3 Month 4.8% 6 Month 13% 1 Year 12.8% 3 Year 25.9% 5 Year 23.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinay Paharia 1 Apr 23 0.59 Yr. Puneet Pal 16 Jul 22 1.3 Yr. Anandha Padmanabhan Anjeneyan 19 Aug 23 0.2 Yr. Utsav Mehta 1 Nov 23 0 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 18.6% Industrials 18.59% Financial Services 18.18% Basic Materials 10.25% Health Care 9.58% Technology 8.81% Real Estate 3.97% Utility 3.66% Consumer Defensive 2.46% Communication Services 1.01% Asset Allocation
Asset Class Value Cash 4.73% Equity 95.11% Debt 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA3% ₹290 Cr 919,677 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 5031003% ₹263 Cr 1,447,055 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹262 Cr 4,562,120 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN3% ₹236 Cr 2,073,090
↓ -250,000 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221133% ₹231 Cr 796,219 Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹224 Cr 100,119 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5323432% ₹218 Cr 1,368,659 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK2% ₹211 Cr 1,428,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK2% ₹208 Cr 1,193,854 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹204 Cr 399,033 2. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 21.6% since its launch. Ranked 27 in Mid Cap category. Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (30 Nov 23) ₹67.7392 ↑ 0.88 (1.31 %) Net Assets (Cr) ₹6,060 on 31 Oct 23 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 0.92 Information Ratio 0.39 Alpha Ratio -0.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,255 30 Nov 20 ₹11,916 30 Nov 21 ₹18,584 30 Nov 22 ₹22,126 30 Nov 23 ₹28,775 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 9.3% 3 Month 8.4% 6 Month 21.3% 1 Year 30% 3 Year 34.2% 5 Year 23.5% 10 Year 15 Year Since launch 21.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Niket Shah 1 Jul 20 3.34 Yr. Ankush Sood 11 Nov 22 0.97 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Technology 26.36% Financial Services 18.02% Consumer Cyclical 15.41% Basic Materials 13.15% Industrials 12.83% Real Estate 6.74% Health Care 3.24% Communication Services 1.37% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹616 Cr 1,000,000
↑ 250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5439409% ₹548 Cr 25,000,000
↑ 1,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433208% ₹499 Cr 47,500,000
↓ -5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN8% ₹489 Cr 4,300,000
↓ -125,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE7% ₹397 Cr 796,000
↑ 96,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH6% ₹365 Cr 3,000,000
↓ -500,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR6% ₹363 Cr 1,825,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND6% ₹358 Cr 1,400,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE5% ₹318 Cr 4,150,000
↓ -850,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 5000934% ₹254 Cr 6,499,975
↑ 250,000 3. Edelweiss Mid Cap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 22 in Mid Cap category. Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (30 Nov 23) ₹68.289 ↑ 0.57 (0.84 %) Net Assets (Cr) ₹3,793 on 31 Oct 23 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.87 Information Ratio -0.62 Alpha Ratio -3.02 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,676 30 Nov 20 ₹12,887 30 Nov 21 ₹19,554 30 Nov 22 ₹21,318 30 Nov 23 ₹27,066 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 10.1% 3 Month 9% 6 Month 22.1% 1 Year 27% 3 Year 28.1% 5 Year 22% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Trideep Bhattacharya 1 Oct 21 2.08 Yr. Sahil Shah 24 Dec 21 1.85 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 21.73% Financial Services 21.44% Industrials 16.02% Technology 11.32% Basic Materials 10.32% Health Care 9.99% Real Estate 2.77% Utility 2% Consumer Defensive 1.83% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT5% ₹173 Cr 280,643
↑ 9,883 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹146 Cr 10,351,669
↑ 904 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5002514% ₹139 Cr 644,137 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹122 Cr 245,336
↑ 63,092 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON3% ₹120 Cr 235,985
↑ 20,931 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328143% ₹117 Cr 2,783,325
↓ -586,797 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 5323433% ₹103 Cr 645,341 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹101 Cr 183,494
↓ -19,300 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹98 Cr 3,979,331
↑ 857,070 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5434982% ₹93 Cr 15,570,481
↑ 362,939 4. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 28 in Mid Cap category. Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (30 Nov 23) ₹187.233 ↑ 1.44 (0.77 %) Net Assets (Cr) ₹13,202 on 31 Oct 23 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.97 Information Ratio 0.03 Alpha Ratio -1.18 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,272 30 Nov 20 ₹12,396 30 Nov 21 ₹19,838 30 Nov 22 ₹21,315 30 Nov 23 ₹26,925 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 6.8% 3 Month 6% 6 Month 17.7% 1 Year 26.3% 3 Year 29.5% 5 Year 21.9% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sohini Andani 1 Jul 10 13.34 Yr. Mohit Jain 30 Nov 17 5.92 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 29.41% Industrials 14.97% Financial Services 14.85% Basic Materials 11.53% Health Care 7.69% Consumer Defensive 4.07% Real Estate 3.8% Utility 3% Technology 2.02% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 7.53% Equity 92.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹574 Cr 1,400,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹473 Cr 1,490,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹457 Cr 1,623,740 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA3% ₹441 Cr 1,400,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX3% ₹428 Cr 1,511,202 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹376 Cr 5,169,750 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5063953% ₹365 Cr 3,500,000
↓ -278,182 Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 5328273% ₹363 Cr 96,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL3% ₹351 Cr 3,249,946 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH3% ₹351 Cr 200,000 5. HDFC Mid-Cap Opportunities Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 24 in Mid Cap category. Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% . HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (30 Nov 23) ₹138.839 ↑ 0.64 (0.46 %) Net Assets (Cr) ₹47,846 on 31 Oct 23 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.59 Information Ratio 0.31 Alpha Ratio 4.96 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,261 30 Nov 20 ₹11,924 30 Nov 21 ₹17,137 30 Nov 22 ₹19,923 30 Nov 23 ₹26,658 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 8% 3 Month 7.6% 6 Month 25.9% 1 Year 33.8% 3 Year 30.8% 5 Year 21.7% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 25 Jun 07 16.36 Yr. Dhruv Muchhal 22 Jun 23 0.36 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 25.87% Consumer Cyclical 17.46% Industrials 16.12% Technology 8.76% Health Care 8.56% Basic Materials 8.1% Communication Services 5.05% Energy 1.58% Consumer Defensive 1.4% Asset Allocation
Asset Class Value Cash 7.11% Equity 92.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 5008504% ₹1,801 Cr 46,977,158 Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM3% ₹1,604 Cr 9,642,272 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹1,534 Cr 109,039,133
↑ 24,607,622 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002713% ₹1,490 Cr 16,300,222
↑ 3,575,359 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 5008773% ₹1,412 Cr 37,036,484
↑ 2,407,389 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH3% ₹1,394 Cr 24,302,305 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹1,370 Cr 2,748,521
↑ 552,054 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹1,362 Cr 32,424,097 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL3% ₹1,346 Cr 101,045,146
↓ -5,639,744 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹1,327 Cr 13,486,510
↑ 156,013 6. Kotak Emerging Equity Scheme
CAGR/Annualized return of 14.5% since its launch. Ranked 12 in Mid Cap category. Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (30 Nov 23) ₹95.852 ↑ 0.81 (0.85 %) Net Assets (Cr) ₹33,700 on 31 Oct 23 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 1.1 Information Ratio -0.66 Alpha Ratio -0.53 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Years (1%),2 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,128 30 Nov 20 ₹13,070 30 Nov 21 ₹19,675 30 Nov 22 ₹21,434 30 Nov 23 ₹26,557 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 6.9% 3 Month 6% 6 Month 19.6% 1 Year 23.9% 3 Year 26.7% 5 Year 21.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pankaj Tibrewal 21 Jun 10 13.37 Yr. Harsha Upadhyaya 20 Oct 23 0.03 Yr. Arjun Khanna 30 Apr 22 1.5 Yr. Data below for Kotak Emerging Equity Scheme as on 31 Oct 23
Equity Sector Allocation
Sector Value Industrials 21.97% Consumer Cyclical 21% Basic Materials 19.9% Financial Services 13.13% Health Care 6.32% Technology 5.78% Real Estate 2.7% Consumer Defensive 2.04% Energy 0.63% Utility 0.61% Communication Services 0.07% Asset Allocation
Asset Class Value Cash 5.77% Equity 94.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 5099305% ₹1,669 Cr 3,855,391
↑ 20,714 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹1,173 Cr 1,903,852 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS3% ₹1,133 Cr 2,059,015 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER3% ₹1,048 Cr 3,720,463
↑ 107,274 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 5004803% ₹983 Cr 5,863,399 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹912 Cr 8,010,973
↑ 195,901 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Jan 16 | SUNDARMFIN3% ₹870 Cr 2,743,104
↑ 29,540 Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX3% ₹868 Cr 3,066,715 SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA3% ₹847 Cr 1,724,629
↑ 2,250 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 5004932% ₹829 Cr 8,132,726
↑ 80,733 7. TATA Mid Cap Growth Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 31 in Mid Cap category. Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (30 Nov 23) ₹330.585 ↑ 3.06 (0.94 %) Net Assets (Cr) ₹2,521 on 31 Oct 23 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 1.23 Information Ratio -1.04 Alpha Ratio 0.84 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,065 30 Nov 20 ₹13,074 30 Nov 21 ₹18,865 30 Nov 22 ₹19,721 30 Nov 23 ₹25,882 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 8.9% 3 Month 7.6% 6 Month 24.2% 1 Year 31.2% 3 Year 25.6% 5 Year 20.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Mishra 30 Jun 21 2.34 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Industrials 29.4% Financial Services 18.26% Basic Materials 12.79% Consumer Cyclical 11.88% Health Care 10.29% Real Estate 5.46% Technology 4.36% Consumer Defensive 2.44% Communication Services 2.26% Asset Allocation
Asset Class Value Cash 2.86% Equity 97.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB4% ₹91 Cr 10,991,415 Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX3% ₹84 Cr 297,937
↓ -25,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC3% ₹80 Cr 500,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹80 Cr 940,000
↑ 20,000 AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG3% ₹77 Cr 218,000
↑ 18,000 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND3% ₹77 Cr 225,000
↑ 25,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹75 Cr 450,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 5002333% ₹66 Cr 525,000
↑ 60,379 Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5411532% ₹60 Cr 2,800,000 Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT2% ₹57 Cr 1,040,228 8. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 18 in Mid Cap category. Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (30 Nov 23) ₹75.8292 ↑ 0.64 (0.84 %) Net Assets (Cr) ₹1,471 on 31 Oct 23 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio 0.8 Information Ratio -0.84 Alpha Ratio -3.86 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,706 30 Nov 20 ₹12,537 30 Nov 21 ₹18,735 30 Nov 22 ₹19,983 30 Nov 23 ₹24,948 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 8.1% 3 Month 7.1% 6 Month 22.6% 1 Year 24.8% 3 Year 25.8% 5 Year 20.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shiv Chanani 13 Jul 22 1.3 Yr. Miten Vora 1 Dec 22 0.91 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 21.13% Consumer Cyclical 17.61% Industrials 17.04% Health Care 10.85% Basic Materials 7.2% Consumer Defensive 5.48% Utility 5.34% Technology 5.19% Real Estate 2.16% Energy 1.22% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 8.08% Equity 91.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹46 Cr 1,100,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK3% ₹42 Cr 3,000,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002572% ₹36 Cr 320,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN2% ₹35 Cr 110,000 AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG2% ₹34 Cr 96,700 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5323432% ₹33 Cr 210,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008502% ₹33 Cr 870,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH2% ₹32 Cr 18,500 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹32 Cr 175,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH2% ₹32 Cr 260,000 9. Invesco India Mid Cap Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 38 in Mid Cap category. Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (30 Nov 23) ₹114.38 ↑ 1.06 (0.94 %) Net Assets (Cr) ₹3,418 on 31 Oct 23 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.91 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,500 30 Nov 20 ₹12,606 30 Nov 21 ₹18,376 30 Nov 22 ₹19,345 30 Nov 23 ₹24,315 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 8.8% 3 Month 7.3% 6 Month 19.9% 1 Year 25.7% 3 Year 24.5% 5 Year 19.4% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Aditya Khemani 9 Nov 23 0 Yr. Amit Ganatra 1 Sep 23 0.17 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 32.37% Financial Services 17.62% Industrials 14.5% Basic Materials 10.5% Technology 8.37% Health Care 7.92% Consumer Defensive 2.87% Utility 2.04% Real Estate 1.52% Asset Allocation
Asset Class Value Cash 2.28% Equity 97.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002513% ₹107 Cr 496,357 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST3% ₹87 Cr 694,844 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT2% ₹83 Cr 134,448 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH2% ₹80 Cr 1,397,430 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 5008502% ₹80 Cr 2,079,038 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹77 Cr 2,673,740 PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 22 | PIIND2% ₹73 Cr 215,469 Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA2% ₹71 Cr 31,755 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND2% ₹70 Cr 273,319 NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC2% ₹70 Cr 13,889,250 10. UTI Mid Cap Fund
CAGR/Annualized return of 18% since its launch. Ranked 36 in Mid Cap category. Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (30 Nov 23) ₹236.77 ↑ 1.90 (0.81 %) Net Assets (Cr) ₹8,735 on 31 Oct 23 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.63 Information Ratio -1.3 Alpha Ratio -6.36 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,004 30 Nov 20 ₹12,560 30 Nov 21 ₹18,674 30 Nov 22 ₹19,420 30 Nov 23 ₹23,877 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 7.2% 3 Month 5% 6 Month 19.8% 1 Year 23% 3 Year 23.9% 5 Year 19% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ankit Agarwal 30 Aug 19 4.18 Yr. Data below for UTI Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 21.09% Industrials 20.38% Financial Services 19.76% Health Care 11.19% Basic Materials 9.22% Technology 7.23% Real Estate 2.38% Consumer Defensive 2.1% Utility 1.95% Energy 0.84% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.13% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN2% ₹217 Cr 1,903,900
↓ -415,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹215 Cr 15,308,621 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹200 Cr 635,509 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO2% ₹194 Cr 1,236,817
↓ -32,157 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 5004932% ₹186 Cr 1,828,064 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹185 Cr 372,030 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN2% ₹185 Cr 983,138
↓ -289,364 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹180 Cr 365,033 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹179 Cr 479,907 Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL2% ₹177 Cr 956,190 11. Axis Mid Cap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 41 in Mid Cap category. Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (30 Nov 23) ₹81.78 ↑ 0.91 (1.13 %) Net Assets (Cr) ₹21,962 on 31 Oct 23 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.43 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,498 30 Nov 20 ₹13,809 30 Nov 21 ₹19,907 30 Nov 22 ₹19,832 30 Nov 23 ₹23,691 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 7.3% 3 Month 4.4% 6 Month 14.5% 1 Year 19.5% 3 Year 19.7% 5 Year 18.8% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.94 Yr. Nitin Arora 3 Aug 23 0.24 Yr. Vinayak Jayanath 17 Jan 23 0.79 Yr. Data below for Axis Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 26.86% Industrials 18.61% Financial Services 17.13% Basic Materials 10.77% Technology 6.98% Health Care 5.46% Real Estate 1.85% Consumer Defensive 1.81% Communication Services 1.66% Utility 1% Asset Allocation
Asset Class Value Cash 7.85% Equity 92.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN5% ₹1,012 Cr 8,894,643 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | 5099304% ₹970 Cr 2,240,369
↓ -1,977 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002514% ₹813 Cr 3,771,809 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹746 Cr 19,466,737 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹740 Cr 1,200,635 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹704 Cr 939,573 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK3% ₹678 Cr 7,407,750 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹664 Cr 3,589,762 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5323433% ₹618 Cr 3,886,272
↓ -203,235 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹547 Cr 10,106,515
Parameters to Look at While Choosing Mid-Cap Funds
There are a few important qualitative and quantitative factors that investors have to look while choosing a right fund to invest in. The scheme or Mutual fund rating should be good to start. This needs to be supplemented with other data, such as AUM (Assets Under Management), fund age, past returns, expense ratio, etc. Furthermore, investors are advised to check last three years performance of a fund. A fund should have net assets of over INR 100 crores and also must have a minimum average allocation of more than 50 percent to mid-cap stocks over the past one year. Furthermore, investors should also check the expense ratio of funds, however, this should not supersede other more important factors such as fund performance.
Investors are advised to additionally check on other qualitative factors such as the fund manager’s track record and investment process. Identify fund houses that have a strong presence in the financial markets and provide funds that have a long and consistent track record. One must select the fund house on which you have faith to invest your money. One should also see how many of the funds are top performers. Having a large number of good performing funds would mean the overall strategy of the fund house is in good order.
How Invest in Mid Cap Funds Online?
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Conclusion
Going with mid-cap funds can be rewarding for one’s investment Portfolio considering the returns they can deliver. While investing in mid-cap mutual funds, it is advisable for investors to keep the exposure within the optimum levels because mid-caps are high-risk return funds.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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