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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 February 19, 2024 , 13691 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 ₹76.0981
↑ 0.05
₹7,972 500 15.229.55233.227.541.7
IDBI Small Cap Fund Growth ₹26.0024
↓ -0.04
₹209 500 14.425.744.830.22533.4
Sundaram Small Cap Fund Growth ₹225.322
↓ -0.85
₹3,063 100 11.224.552.430.125.445.3
ICICI Prudential Smallcap Fund Growth ₹76.65
↓ -0.47
₹7,455 100 9.718.344.529.428.837.9
Edelweiss Mid Cap Fund Growth ₹77.187
↓ -0.45
₹4,915 500 15.127.848.525.626.138.4
ICICI Prudential MidCap Fund Growth ₹239.97
↓ -1.68
₹5,418 100 1928.847.524.622.332.8
BNP Paribas Mid Cap Fund Growth ₹85.6796
↓ -0.42
₹1,746 300 14.624.245.623.924.432.6
TATA Mid Cap Growth Fund Growth ₹359.882
↓ -2.26
₹3,224 150 11.318.947.523.423.240.5
Aditya Birla Sun Life Midcap Fund Growth ₹640.34
↓ -5.25
₹4,991 1,000 1119.542.323.119.639.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 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 22.5% 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 (20 Feb 24) ₹76.0981 ↑ 0.05   (0.06 %)
Net Assets (Cr) ₹7,972 on 31 Jan 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 2.69
Information Ratio 0.52
Alpha Ratio 4.2
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 Jan 19₹10,000
31 Jan 20₹12,263
31 Jan 21₹12,611
31 Jan 22₹19,687
31 Jan 23₹21,649
31 Jan 24₹32,009

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 ₹598,181.
Net Profit of ₹298,181
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 20 Feb 24

DurationReturns
1 Month 3%
3 Month 15.2%
6 Month 29.5%
1 Year 52%
3 Year 33.2%
5 Year 27.5%
10 Year
15 Year
Since launch 22.5%
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 203.59 Yr.
Ankush Sood11 Nov 221.22 Yr.
Rakesh Shetty22 Nov 221.19 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 24

Equity Sector Allocation
SectorValue
Technology24.77%
Industrials19.89%
Financial Services15.17%
Consumer Cyclical13.79%
Basic Materials12.04%
Real Estate8.28%
Health Care3.2%
Communication Services0.12%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹709 Cr960,000
↓ -10,547
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹687 Cr29,500,000
↑ 2,239,372
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹619 Cr50,000,000
↑ 2,953,532
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
7%₹536 Cr1,513,529
↑ 913,529
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹502 Cr800,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
7%₹501 Cr4,250,000
↑ 250,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | CGPOWER
6%₹454 Cr10,000,000
↑ 500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹450 Cr1,814,500
↓ -10,500
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹385 Cr1,500,000
↑ 50,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
5%₹378 Cr3,000,000
↓ -563,322

2. 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 15.4% 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 (20 Feb 24) ₹26.0024 ↓ -0.04   (-0.14 %)
Net Assets (Cr) ₹209 on 31 Jan 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.8
Information Ratio -0.26
Alpha Ratio 0.87
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 Jan 19₹10,000
31 Jan 20₹10,690
31 Jan 21₹11,971
31 Jan 22₹19,677
31 Jan 23₹19,911
31 Jan 24₹28,664

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 ₹556,833.
Net Profit of ₹256,833
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 20 Feb 24

DurationReturns
1 Month 3.6%
3 Month 14.4%
6 Month 25.7%
1 Year 44.8%
3 Year 30.2%
5 Year 25%
10 Year
15 Year
Since launch 15.4%
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 230.51 Yr.
Dikshit Mittal31 Jul 230.51 Yr.

Data below for IDBI Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials36.05%
Basic Materials16.88%
Consumer Cyclical14.46%
Financial Services9.42%
Technology8.25%
Health Care6.84%
Utility1.88%
Consumer Defensive1.28%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
4%₹9 Cr61,751
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
4%₹7 Cr21,041
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
3%₹7 Cr27,154
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr30,063
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
3%₹6 Cr89,049
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | TEXRAIL
3%₹6 Cr328,055
↑ 57,474
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL
3%₹5 Cr21,757
↓ -8,593
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 541233
3%₹5 Cr406,875
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Jun 21 | POWERINDIA
3%₹5 Cr9,246
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB
2%₹5 Cr13,659

3. 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 17.8% 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 (20 Feb 24) ₹225.322 ↓ -0.85   (-0.38 %)
Net Assets (Cr) ₹3,063 on 31 Jan 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.03
Information Ratio -0.42
Alpha Ratio 3.25
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,715
31 Jan 21₹12,339
31 Jan 22₹19,733
31 Jan 23₹19,538
31 Jan 24₹29,276

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 ₹570,326.
Net Profit of ₹270,326
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 20 Feb 24

DurationReturns
1 Month 3.1%
3 Month 11.2%
6 Month 24.5%
1 Year 52.4%
3 Year 30.1%
5 Year 25.4%
10 Year
15 Year
Since launch 17.8%
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 222.08 Yr.
Rohit Seksaria1 Nov 221.25 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services27.01%
Industrials16.21%
Consumer Cyclical12.72%
Technology10.68%
Health Care8.74%
Basic Materials6.46%
Consumer Defensive4.9%
Real Estate2.96%
Communication Services2.65%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash4.24%
Equity95.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹94 Cr293,271
↓ -36,982
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹92 Cr1,271,712
↓ -129,822
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹90 Cr277,474
↓ -29,172
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹86 Cr248,570
↓ -9,066
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹86 Cr1,102,494
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | ICICIBANK
3%₹77 Cr775,149
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹73 Cr700,492
↑ 83,834
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
2%₹69 Cr1,219,075
↑ 106,877
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹68 Cr410,580
↓ -14,420
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | PFC
2%₹67 Cr1,754,986

4. 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 13.3% 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 (21 Feb 24) ₹76.65 ↓ -0.47   (-0.61 %)
Net Assets (Cr) ₹7,455 on 31 Jan 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.74
Information Ratio -0.24
Alpha Ratio 0.97
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹12,334
31 Jan 21₹14,255
31 Jan 22₹22,606
31 Jan 23₹23,744
31 Jan 24₹34,393

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 ₹612,552.
Net Profit of ₹312,552
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 20 Feb 24

DurationReturns
1 Month 0.8%
3 Month 9.7%
6 Month 18.3%
1 Year 44.5%
3 Year 29.4%
5 Year 28.8%
10 Year
15 Year
Since launch 13.3%
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 230.37 Yr.
Sri Sharma18 Sep 230.37 Yr.
Sharmila D’mello30 Jun 221.59 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials26.29%
Consumer Cyclical21.73%
Basic Materials12.77%
Health Care8.96%
Financial Services7.63%
Real Estate3.83%
Consumer Defensive3.66%
Technology2.98%
Communication Services1.61%
Energy1.11%
Utility1%
Asset Allocation
Asset ClassValue
Cash7.72%
Equity92.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
4%₹264 Cr1,150,829
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA
3%₹235 Cr5,240,939
↑ 5,082,758
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹215 Cr854,305
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | BRIGADE
2%₹168 Cr1,868,885
↓ -108,953
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543350
2%₹158 Cr2,337,486
↓ -8,495
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | CUMMINSIND
2%₹150 Cr762,628
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹144 Cr408,198
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO
2%₹142 Cr135,000
↓ -12,000
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | EPL
2%₹141 Cr6,996,722
↓ -369,335
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | BHARATFORG
2%₹141 Cr1,137,675

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 13.5% 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 (20 Feb 24) ₹77.187 ↓ -0.45   (-0.58 %)
Net Assets (Cr) ₹4,915 on 31 Jan 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 2.9
Information Ratio -0.7
Alpha Ratio 1.49
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 Jan 19₹10,000
31 Jan 20₹11,637
31 Jan 21₹14,044
31 Jan 22₹20,374
31 Jan 23₹20,773
31 Jan 24₹30,703

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 ₹584,107.
Net Profit of ₹284,107
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 20 Feb 24

DurationReturns
1 Month 3.9%
3 Month 15.1%
6 Month 27.8%
1 Year 48.5%
3 Year 25.6%
5 Year 26.1%
10 Year
15 Year
Since launch 13.5%
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 212.34 Yr.
Sahil Shah24 Dec 212.11 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.33%
Consumer Cyclical19.95%
Industrials16.35%
Technology12.07%
Basic Materials10.76%
Health Care9.77%
Real Estate2.84%
Consumer Defensive2.21%
Utility1.77%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity98.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹212 Cr286,256
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT
4%₹186 Cr609,294
↓ -47,726
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹172 Cr274,464
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | PFC
4%₹169 Cr4,412,635
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹158 Cr240,705
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹150 Cr9,637,857
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB
3%₹139 Cr3,298,021
↑ 588,827
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | TVSMOTOR
3%₹133 Cr658,248
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹126 Cr187,164
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
2%₹109 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 17.9% 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 (21 Feb 24) ₹239.97 ↓ -1.68   (-0.70 %)
Net Assets (Cr) ₹5,418 on 31 Jan 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.86
Information Ratio -0.95
Alpha Ratio -14.08
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,855
31 Jan 21₹12,488
31 Jan 22₹18,043
31 Jan 23₹18,364
31 Jan 24₹26,112

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 ₹530,691.
Net Profit of ₹230,691
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 20 Feb 24

DurationReturns
1 Month 3.8%
3 Month 19%
6 Month 28.8%
1 Year 47.5%
3 Year 24.6%
5 Year 22.3%
10 Year
15 Year
Since launch 17.9%
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 221.59 Yr.
Sharmila D’mello31 Jul 221.5 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials20.36%
Consumer Cyclical17.19%
Industrials16.02%
Health Care10.71%
Real Estate9.87%
Energy5.78%
Communication Services5.77%
Financial Services5.51%
Utility3.92%
Technology1.66%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹219 Cr5,483,873
↓ -1,110,017
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | LUPIN
4%₹185 Cr1,400,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL
3%₹163 Cr2,179,227
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | PHOENIXLTD
3%₹159 Cr706,691
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | TVSMOTOR
3%₹142 Cr699,955
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹141 Cr2,464,776
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE
3%₹138 Cr1,056,618
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
3%₹130 Cr899,376
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 28 Feb 23 | DALBHARAT
3%₹129 Cr567,537
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BALKRISIND
2%₹126 Cr492,395

7. BNP Paribas Mid Cap Fund

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

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% 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 (20 Feb 24) ₹85.6796 ↓ -0.42   (-0.49 %)
Net Assets (Cr) ₹1,746 on 31 Jan 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 2.53
Information Ratio -0.96
Alpha Ratio -3.45
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 Jan 19₹10,000
31 Jan 20₹11,728
31 Jan 21₹13,568
31 Jan 22₹19,444
31 Jan 23₹19,811
31 Jan 24₹27,819

BNP Paribas Mid Cap Fund SIP Returns

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

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 5.7%
3 Month 14.6%
6 Month 24.2%
1 Year 45.6%
3 Year 23.9%
5 Year 24.4%
10 Year
15 Year
Since launch 12.8%
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 221.55 Yr.
Miten Vora1 Dec 221.17 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.19%
Financial Services17.95%
Industrials14.19%
Health Care11.21%
Basic Materials10.57%
Technology10.54%
Consumer Defensive5.62%
Utility4.48%
Real Estate2.35%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash1.71%
Equity97.72%
Debt0.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹47 Cr3,000,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
3%₹46 Cr1,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL
3%₹44 Cr1,000,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TVSMOTOR
3%₹43 Cr210,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | LUPIN
3%₹42 Cr320,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
2%₹41 Cr6,300,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹39 Cr260,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD
2%₹39 Cr175,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | RBLBANK
2%₹39 Cr1,400,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG
2%₹39 Cr105,000

8. TATA Mid Cap Growth Fund

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

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 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 (21 Feb 24) ₹359.882 ↓ -2.26   (-0.62 %)
Net Assets (Cr) ₹3,224 on 31 Jan 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.09
Information Ratio -0.99
Alpha Ratio 3.98
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 Jan 19₹10,000
31 Jan 20₹11,887
31 Jan 21₹13,648
31 Jan 22₹19,104
31 Jan 23₹18,935
31 Jan 24₹28,427

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 ₹543,623.
Net Profit of ₹243,623
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 20 Feb 24

DurationReturns
1 Month 1%
3 Month 11.3%
6 Month 18.9%
1 Year 47.5%
3 Year 23.4%
5 Year 23.2%
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 212.9 Yr.

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

Equity Sector Allocation
SectorValue
Industrials32.16%
Financial Services21.5%
Health Care10.63%
Consumer Cyclical10.15%
Basic Materials10.14%
Real Estate5.7%
Technology4.19%
Communication Services2.15%
Consumer Defensive2.11%
Asset Allocation
Asset ClassValue
Cash1.26%
Equity98.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
4%₹108 Cr1,000,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹102 Cr331,869
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹98 Cr10,991,415
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹88 Cr450,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹88 Cr550,000
↑ 50,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
3%₹81 Cr4,200,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹80 Cr218,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | KAJARIACER
3%₹79 Cr607,797
↑ 25,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹79 Cr225,000
AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Dec 23 | AAVAS
3%₹77 Cr500,000
↑ 500,000

9. Aditya Birla Sun Life Midcap Fund

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

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 16 in Mid Cap category.  Return for 2023 was 39.9% , 2022 was -5.3% and 2021 was 50.4% .

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

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (21 Feb 24) ₹640.34 ↓ -5.25   (-0.81 %)
Net Assets (Cr) ₹4,991 on 31 Jan 24
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.34
Information Ratio -1.16
Alpha Ratio -4.53
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,762
31 Jan 21₹11,703
31 Jan 22₹17,594
31 Jan 23₹16,573
31 Jan 24₹23,756

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 1.3%
3 Month 11%
6 Month 19.5%
1 Year 42.3%
3 Year 23.1%
5 Year 19.6%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Harish Krishnan3 Nov 230.25 Yr.
Dhaval Joshi21 Nov 221.2 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services19.05%
Industrials17.31%
Basic Materials16.47%
Consumer Cyclical15.74%
Health Care9.02%
Technology6.95%
Consumer Defensive3.56%
Utility2.68%
Communication Services2.67%
Real Estate2.62%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹169 Cr457,307
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | COROMANDEL
3%₹146 Cr1,167,738
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | AUBANK
3%₹145 Cr1,839,072
↑ 400,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | FORTIS
3%₹139 Cr3,319,435
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | MPHASIS
3%₹137 Cr498,427
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | TORNTPOWER
3%₹133 Cr1,419,262
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Aug 20 | PHOENIXLTD
3%₹130 Cr576,963
↓ -7,405
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
2%₹123 Cr7,907,653
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
2%₹123 Cr1,492,510
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
2%₹119 Cr1,148,702

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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