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9 Best Performing Mid & Small Cap Mutual Fund SIPs for 2024

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Best Mid & Small Cap Mutual Fund SIPs 2024

Updated on March 24, 2024 , 13758 views

Most of the investors take a SIP route when planning to invest in Equity Funds. Due to its investment style and minimum investment amount, investors feel the ease of Investing through it. SIP or Systematic Investment plan is also the most effective way of investing in an equity fund. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. One can also attain their Financial goals by taking a SIP route. Since, mid and small caps are ideal for a long-term plan, investors can plan investment goals like Retirement planning, purchase of a house, a child's higher education, etc. Investors can choose the best mid and Small cap funds for SIP investment from the below-listed table that are based on AUM above 1500 Cr.

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Best Mid & Small Cap Mutual Funds

Top 9 Best Mid & Small Cap Fund SIP To Invest In FY 24 - 25

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹78.0326
↑ 1.27
₹8,481 500 9.124.960.534.825.841.7
Sundaram Small Cap Fund Growth ₹215.929
↓ -0.19
₹3,056 100 0.513.749.827.421.445.3
ICICI Prudential Smallcap Fund Growth ₹74.13
↓ -0.29
₹7,415 100 0.610.642.327.124.937.9
IDBI Small Cap Fund Growth ₹24.5162
↓ -0.05
₹212 500 1.412.941.526.521.333.4
Edelweiss Mid Cap Fund Growth ₹75.784
↑ 0.66
₹5,067 500 5.42052.325.223.738.4
ICICI Prudential MidCap Fund Growth ₹238.09
↑ 1.89
₹5,484 100 8.423.453.323.820.332.8
TATA Mid Cap Growth Fund Growth ₹360.708
↑ 3.25
₹3,293 150 5.116.853.423.321.240.5
Invesco India Mid Cap Fund Growth ₹126.69
↑ 2.03
₹4,240 500 6.71851.423.221.434.1
BNP Paribas Mid Cap Fund Growth ₹83.9125
↑ 0.70
₹1,791 300 716.848.322.522.232.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 24
*Funds mentioned are have Asset Under Management (AUM) > 200 Crore

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 22.6% 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 (26 Mar 24) ₹78.0326 ↑ 1.27   (1.65 %)
Net Assets (Cr) ₹8,481 on 29 Feb 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 3
Information Ratio 0.76
Alpha Ratio 7.55
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
28 Feb 19₹10,000
29 Feb 20₹11,758
28 Feb 21₹13,786
28 Feb 22₹18,443
28 Feb 23₹21,511
29 Feb 24₹32,706

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 ₹570,326.
Net Profit of ₹270,326
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 26 Mar 24

DurationReturns
1 Month 1%
3 Month 9.1%
6 Month 24.9%
1 Year 60.5%
3 Year 34.8%
5 Year 25.8%
10 Year
15 Year
Since launch 22.6%
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 203.67 Yr.
Ankush Sood11 Nov 221.3 Yr.
Rakesh Shetty22 Nov 221.27 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 29 Feb 24

Equity Sector Allocation
SectorValue
Technology22.97%
Industrials22.47%
Financial Services13.62%
Consumer Cyclical12.31%
Real Estate8.66%
Basic Materials7.8%
Health Care3.51%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash7.42%
Equity92.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
11%₹930 Cr30,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹841 Cr975,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹814 Cr20,500,000
↑ 20,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹706 Cr2,025,000
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
6%₹525 Cr4,500,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹524 Cr800,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
5%₹443 Cr10,000,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹384 Cr1,725,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
4%₹360 Cr1,625,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹331 Cr20,000,000
↓ -20,000,000

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (26 Mar 24) ₹215.929 ↓ -0.19   (-0.09 %)
Net Assets (Cr) ₹3,056 on 29 Feb 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.4
Information Ratio -0.22
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,483
28 Feb 21₹13,663
28 Feb 22₹18,324
28 Feb 23₹19,331
29 Feb 24₹29,486

Sundaram Small 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Small 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 26 Mar 24

DurationReturns
1 Month -4.4%
3 Month 0.5%
6 Month 13.7%
1 Year 49.8%
3 Year 27.4%
5 Year 21.4%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.16 Yr.
Rohit Seksaria1 Nov 221.33 Yr.

Data below for Sundaram Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.87%
Industrials16.04%
Consumer Cyclical12.13%
Technology10.74%
Health Care8.73%
Basic Materials6.35%
Consumer Defensive4.85%
Real Estate3.47%
Communication Services2.37%
Utility1.36%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹91 Cr248,570
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹90 Cr264,711
↓ -28,560
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹86 Cr268,580
↓ -8,894
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹86 Cr1,102,494
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹83 Cr700,492
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹81 Cr1,208,099
↓ -63,613
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | ICICIBANK
3%₹80 Cr775,149
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
3%₹78 Cr1,754,986
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹71 Cr350,728
↑ 15,722
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
2%₹69 Cr1,219,075

3. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (26 Mar 24) ₹74.13 ↓ -0.29   (-0.39 %)
Net Assets (Cr) ₹7,415 on 29 Feb 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.91
Information Ratio -0.24
Alpha Ratio -2.1
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
28 Feb 19₹10,000
29 Feb 20₹11,967
28 Feb 21₹16,334
28 Feb 22₹21,548
28 Feb 23₹23,816
29 Feb 24₹34,786

ICICI Prudential Smallcap Fund SIP Returns

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

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -4.6%
3 Month 0.6%
6 Month 10.6%
1 Year 42.3%
3 Year 27.1%
5 Year 24.9%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.45 Yr.
Sri Sharma18 Sep 230.45 Yr.
Sharmila D’mello30 Jun 221.67 Yr.

Data below for ICICI Prudential Smallcap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials24.97%
Consumer Cyclical20.71%
Basic Materials13.14%
Health Care8.82%
Financial Services8.7%
Consumer Defensive5.13%
Real Estate3.12%
Technology2.1%
Utility1.87%
Energy1.52%
Communication Services1.1%
Asset Allocation
Asset ClassValue
Cash8.22%
Equity91.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA
4%₹275 Cr5,240,939
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹220 Cr1,113,643
↓ -37,186
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹205 Cr854,305
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
3%₹192 Cr835,817
↑ 73,189
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
2%₹161 Cr1,570,577
↓ -298,308
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543350
2%₹146 Cr2,215,815
↓ -121,671
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | KPIL
2%₹142 Cr1,787,144
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹142 Cr408,198
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 500493
2%₹141 Cr1,137,675
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO
2%₹137 Cr135,000

4. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (26 Mar 24) ₹24.5162 ↓ -0.05   (-0.21 %)
Net Assets (Cr) ₹212 on 29 Feb 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.91
Information Ratio -0.14
Alpha Ratio -3.4
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
28 Feb 19₹10,000
29 Feb 20₹10,282
28 Feb 21₹13,367
28 Feb 22₹18,938
28 Feb 23₹20,000
29 Feb 24₹28,974

IDBI Small 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for IDBI Small 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 26 Mar 24

DurationReturns
1 Month -6%
3 Month 1.4%
6 Month 12.9%
1 Year 41.5%
3 Year 26.5%
5 Year 21.3%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Yogesh Patil31 Jul 230.59 Yr.
Dikshit Mittal31 Jul 230.59 Yr.

Data below for IDBI Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials35.4%
Basic Materials17.1%
Consumer Cyclical16.38%
Financial Services8.86%
Technology7.54%
Health Care5.83%
Utility2.2%
Consumer Defensive1.92%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity96.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
6%₹12 Cr61,751
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
4%₹8 Cr89,049
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr30,300
↓ -1,673
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
3%₹7 Cr21,041
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 533326
3%₹7 Cr353,255
↑ 25,200
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
3%₹6 Cr27,154
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | LEMONTREE
3%₹6 Cr406,875
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO
3%₹6 Cr44,181
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL
2%₹5 Cr8,960
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB
2%₹5 Cr13,659

5. 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 13.3% 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 (26 Mar 24) ₹75.784 ↑ 0.66   (0.88 %)
Net Assets (Cr) ₹5,067 on 29 Feb 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 3.26
Information Ratio -0.52
Alpha Ratio 3.62
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
28 Feb 19₹10,000
29 Feb 20₹11,105
28 Feb 21₹15,695
28 Feb 22₹19,218
28 Feb 23₹20,489
29 Feb 24₹30,951

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 ₹543,623.
Net Profit of ₹243,623
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 26 Mar 24

DurationReturns
1 Month -2.1%
3 Month 5.4%
6 Month 20%
1 Year 52.3%
3 Year 25.2%
5 Year 23.7%
10 Year
15 Year
Since launch 13.3%
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 212.42 Yr.
Sahil Shah24 Dec 212.19 Yr.

Data below for Edelweiss Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services22%
Consumer Cyclical19.71%
Industrials16.46%
Technology11.61%
Basic Materials10.61%
Health Care9.77%
Real Estate3%
Consumer Defensive2.17%
Utility2.06%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹247 Cr286,256
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹224 Cr577,507
↓ -31,787
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹180 Cr274,464
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹177 Cr4,412,635
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹173 Cr3,298,021
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹161 Cr240,705
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹145 Cr9,637,857
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹142 Cr517,473
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹141 Cr658,248
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
2%₹126 Cr1,590,026

6. 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 17.7% 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 (26 Mar 24) ₹238.09 ↑ 1.89   (0.80 %)
Net Assets (Cr) ₹5,484 on 29 Feb 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.54
Information Ratio -0.75
Alpha Ratio -4.92
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
28 Feb 19₹10,000
29 Feb 20₹10,266
28 Feb 21₹14,132
28 Feb 22₹16,944
28 Feb 23₹17,816
29 Feb 24₹26,836

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 ₹505,644.
Net Profit of ₹205,644
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 26 Mar 24

DurationReturns
1 Month -1.5%
3 Month 8.4%
6 Month 23.4%
1 Year 53.3%
3 Year 23.8%
5 Year 20.3%
10 Year
15 Year
Since launch 17.7%
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 221.67 Yr.
Sharmila D’mello31 Jul 221.59 Yr.

Data below for ICICI Prudential MidCap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Basic Materials21.16%
Industrials17.37%
Consumer Cyclical16.21%
Health Care11.32%
Real Estate9.9%
Energy5.81%
Communication Services5.16%
Financial Services4.31%
Utility4.21%
Technology1.1%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹216 Cr4,666,873
↓ -817,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | 500257
4%₹211 Cr1,400,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹171 Cr706,691
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹165 Cr2,179,227
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹155 Cr2,688,476
↑ 223,700
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
3%₹150 Cr364,667
↑ 35,000
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500410
3%₹142 Cr557,062
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹140 Cr699,955
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE
2%₹131 Cr1,056,618
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 28 Feb 23 | DALBHARAT
2%₹129 Cr567,537

7. 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 12.8% 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 (26 Mar 24) ₹360.708 ↑ 3.25   (0.91 %)
Net Assets (Cr) ₹3,293 on 29 Feb 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.19
Information Ratio -0.74
Alpha Ratio 2.84
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,388
28 Feb 21₹14,884
28 Feb 22₹18,026
28 Feb 23₹18,764
29 Feb 24₹28,350

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 ₹518,033.
Net Profit of ₹218,033
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 26 Mar 24

DurationReturns
1 Month -1.1%
3 Month 5.1%
6 Month 16.8%
1 Year 53.4%
3 Year 23.3%
5 Year 21.2%
10 Year
15 Year
Since launch 12.8%
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 212.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials33.42%
Financial Services19.86%
Health Care10.63%
Basic Materials10.06%
Consumer Cyclical9.55%
Real Estate5.93%
Technology4.29%
Consumer Defensive2.04%
Communication Services1.12%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
4%₹115 Cr1,000,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹106 Cr331,869
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹103 Cr450,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹96 Cr4,200,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹95 Cr600,000
↑ 50,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹93 Cr10,991,415
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹90 Cr218,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹89 Cr640,000
↑ 32,203
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
3%₹88 Cr1,040,228
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹84 Cr250,000
↑ 25,000

8. 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 16.2% 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 (26 Mar 24) ₹126.69 ↑ 2.03   (1.63 %)
Net Assets (Cr) ₹4,240 on 29 Feb 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.16
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
28 Feb 19₹10,000
29 Feb 20₹11,446
28 Feb 21₹15,036
28 Feb 22₹17,937
28 Feb 23₹18,742
29 Feb 24₹27,895

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 ₹518,033.
Net Profit of ₹218,033
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 26 Mar 24

DurationReturns
1 Month -2%
3 Month 6.7%
6 Month 18%
1 Year 51.4%
3 Year 23.2%
5 Year 21.4%
10 Year
15 Year
Since launch 16.2%
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 230.31 Yr.
Amit Ganatra1 Sep 230.5 Yr.

Data below for Invesco India Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.16%
Financial Services22.47%
Industrials14.84%
Health Care11.13%
Technology7.99%
Real Estate5.89%
Basic Materials4.76%
Utility4.47%
Consumer Defensive2.23%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹212 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹178 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹173 Cr11,480,924
↑ 379,188
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹167 Cr1,537,576
↑ 155,753
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | L&TFH
4%₹165 Cr9,883,840
↑ 204,597
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
4%₹151 Cr2,903,958
↑ 251,465
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹143 Cr3,611,063
↑ 810,796
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹134 Cr1,383,185
↑ 96,625
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹132 Cr1,134,386
↑ 97,183
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹128 Cr600,883

9. 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 12.6% 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 (26 Mar 24) ₹83.9125 ↑ 0.70   (0.84 %)
Net Assets (Cr) ₹1,791 on 29 Feb 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 3.3
Information Ratio -0.8
Alpha Ratio 3.57
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
28 Feb 19₹10,000
29 Feb 20₹11,449
28 Feb 21₹15,534
28 Feb 22₹18,920
28 Feb 23₹19,622
29 Feb 24₹28,787

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 ₹530,691.
Net Profit of ₹230,691
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 26 Mar 24

DurationReturns
1 Month -2%
3 Month 7%
6 Month 16.8%
1 Year 48.3%
3 Year 22.5%
5 Year 22.2%
10 Year
15 Year
Since launch 12.6%
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 221.64 Yr.
Miten Vora1 Dec 221.25 Yr.

Data below for BNP Paribas Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.67%
Financial Services18.22%
Industrials14.93%
Health Care13.09%
Technology9.94%
Basic Materials9.1%
Consumer Defensive5.35%
Utility4.37%
Real Estate2.43%
Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.1%
Debt0.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹59 Cr1,000,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹58 Cr500,000
↑ 75,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
3%₹53 Cr6,000,000
↓ -300,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹52 Cr320,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹48 Cr175,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹47 Cr900,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹46 Cr110,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
3%₹45 Cr210,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
2%₹45 Cr475,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
2%₹45 Cr115,000

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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