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- વળતરના આધારે વર્ષ 2021 માટે ટોપ અને બેસ્ટ પરફોર્મિંગ મિડ કેપ ફંડ્સ
- 2021 માટે ટોચના 10 પર્ફોર્મિંગ મિડ કેપ ફંડ્સ
Top 10 Equity - Mid Cap Funds
2021 ના શ્રેષ્ઠ પ્રદર્શન મિડ કેપ ફંડ્સ
મિડ કેપ ફંડ્સ અસંખ્ય મધ્યમ કદની કંપનીઓના ઇક્વિટી શેર્સમાં તેમના સંચિત ભંડોળના નાણાંનું રોકાણ કરો. આબજાર આ કંપનીઓનું મૂડીકરણ ₹500-₹10 ની વચ્ચે હોય છે,000 કરોડો છે અને તેઓ લાર્જ-કેપ જૂથનો હિસ્સો બનવાની અને વિકાસ કરવાની ક્ષમતા ધરાવે છે. ઘણા કિસ્સાઓમાં મિડ-કેપ કંપનીઓએ લાર્જ-કેપ કંપનીઓની સરખામણીમાં સારું પ્રદર્શન કર્યું છે. લાર્જ-કેપ કંપનીઓની સરખામણીમાં આ કંપનીઓ કદમાં નાની હોવાથી, તેઓ ફેરફારો માટે લવચીક છે. 2021 માં, સેન્સેક્સ નવા બેન્ચમાર્ક પર પહોંચ્યો હોવાથી સંખ્યાબંધ મિડ-કેપ કંપનીઓએ પણ સારું પ્રદર્શન કર્યું હતું.આર્થિક સ્થિતિ. ટોચ અનેશ્રેષ્ઠ મિડ કેપ ફંડ્સ પરઆધાર વર્ષ 2021 માટે કામગીરી (વળતર) નીચે મુજબ છે.
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વળતરના આધારે વર્ષ 2021 માટે ટોપ અને બેસ્ટ પરફોર્મિંગ મિડ કેપ ફંડ્સ
Fund NAV Net Assets (Cr) 2023 (%) 2022 (%) 2021 (%) 2020 (%) 2019 (%) Motilal Oswal Midcap 30 Fund Growth ₹93.9671
↑ 0.91 ₹26,028 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹158.22
↑ 1.48 ₹5,779 43.1 34.1 0.5 43.1 24.4 L&T Midcap Fund Growth ₹349.495
↑ 4.86 ₹10,362 39.7 40 1.1 30.4 19 Edelweiss Mid Cap Fund Growth ₹93.062
↑ 1.06 ₹8,634 38.9 38.4 2.4 50.3 26.4 Kotak Emerging Equity Scheme Growth ₹120.888
↑ 1.29 ₹48,129 33.6 31.5 5.1 47.3 21.9 Sundaram Mid Cap Fund Growth ₹1,276.14
↑ 14.97 ₹11,333 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,577.87
↑ 23.92 ₹11,443 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹103.78
↑ 1.14 ₹28,063 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹26.7994
↑ 0.23 ₹302 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹94.4955
↑ 1.08 ₹1,982 28.5 32.6 4.7 41.5 23.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25
2021 માટે ટોચના 10 પર્ફોર્મિંગ મિડ કેપ ફંડ્સ
(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 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 To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100. L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a Below is the key information for L&T Midcap 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 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 (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Prima 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 The 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 Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Midcap 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 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Apr 25) ₹93.9671 ↑ 0.91 (0.98 %) Net Assets (Cr) ₹26,028 on 31 Mar 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.47 Information Ratio 0.63 Alpha Ratio 8.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,888 31 Mar 22 ₹23,342 31 Mar 23 ₹25,677 31 Mar 24 ₹41,172 31 Mar 25 ₹48,151 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 1.4% 3 Month 0.3% 6 Month -9.7% 1 Year 13.2% 3 Year 26.2% 5 Year 36.7% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% 2014 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.5 Yr. Niket Shah 1 Jul 20 4.75 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Sunil Sawant 1 Jul 24 0.75 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 29.51% Consumer Cyclical 16.27% Industrials 13.67% Health Care 5.06% Communication Services 3.66% Real Estate 2.93% Basic Materials 2.25% Utility 1.13% Financial Services 0.09% Asset Allocation
Asset Class Value Cash 32.88% Equity 67.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,635 Cr 3,250,000
↑ 60,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,481 Cr 4,499,800
↑ 250,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹1,869 Cr 39,994,625
↑ 4,967,550 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB4% ₹1,145 Cr 2,225,000
↑ 475,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002514% ₹1,137 Cr 2,135,744
↑ 335,744 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,094 Cr 9,969,361 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹971 Cr 12,388,500
↓ -677,859 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹969 Cr 735,200
↓ -399,124 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹951 Cr 6,500,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI3% ₹723 Cr 2,500,000 2. Invesco India Mid Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (28 Apr 25) ₹158.22 ↑ 1.48 (0.94 %) Net Assets (Cr) ₹5,779 on 31 Mar 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.56 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,622 31 Mar 22 ₹21,762 31 Mar 23 ₹21,732 31 Mar 24 ₹32,815 31 Mar 25 ₹38,891 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.5% 3 Month 5.7% 6 Month -0.9% 1 Year 17.2% 3 Year 22.8% 5 Year 30% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% 2014 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.39 Yr. Amit Ganatra 1 Sep 23 1.58 Yr. Data below for Invesco India Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 24.93% Health Care 19.78% Consumer Cyclical 16.18% Industrials 11.5% Basic Materials 9.42% Technology 9.31% Real Estate 6.89% Communication Services 1.79% Asset Allocation
Asset Class Value Cash 0.2% Equity 99.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹278 Cr 506,411
↑ 69,877 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹258 Cr 16,854,973 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹246 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹241 Cr 12,506,782 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹224 Cr 421,151
↑ 34,656 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹213 Cr 431,234 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹205 Cr 155,335 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE3% ₹196 Cr 1,657,183
↑ 95,829 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹193 Cr 1,684,103 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹190 Cr 234,918 3. L&T Midcap Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 5 in Mid Cap category. Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% . L&T Midcap Fund
Growth Launch Date 9 Aug 04 NAV (28 Apr 25) ₹349.495 ↑ 4.86 (1.41 %) Net Assets (Cr) ₹10,362 on 31 Mar 25 Category Equity - Mid Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.77 Sharpe Ratio 0.15 Information Ratio -0.28 Alpha Ratio 0.31 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,789 31 Mar 22 ₹20,602 31 Mar 23 ₹20,542 31 Mar 24 ₹31,861 31 Mar 25 ₹34,370 Returns for L&T Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.2% 3 Month 4.2% 6 Month -8.8% 1 Year 5.9% 3 Year 20% 5 Year 26.1% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.7% 2022 40% 2021 1.1% 2020 30.4% 2019 19% 2018 -0.2% 2017 -12% 2016 52.3% 2015 9.8% 2014 10.8% Fund Manager information for L&T Midcap Fund
Name Since Tenure Venugopal Manghat 1 Oct 23 1.5 Yr. Cheenu Gupta 26 Nov 22 2.35 Yr. Sonal Gupta 1 Oct 23 1.5 Yr. Data below for L&T Midcap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 24.25% Consumer Cyclical 18.67% Financial Services 16.23% Technology 14.96% Health Care 13.26% Consumer Defensive 3.76% Utility 2.42% Basic Materials 1.92% Communication Services 1.67% Real Estate 1.56% Asset Allocation
Asset Class Value Cash 1.3% Equity 98.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH5% ₹478 Cr 4,355,000
↑ 246,080 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT4% ₹456 Cr 827,298 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹439 Cr 800,300 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON4% ₹402 Cr 304,800 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5008504% ₹377 Cr 4,782,177 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 5002514% ₹363 Cr 681,700 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | FEDERALBNK3% ₹362 Cr 18,801,000 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE3% ₹357 Cr 439,900 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹356 Cr 1,757,400
↑ 125,300 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹355 Cr 17,596,500 4. Edelweiss Mid Cap Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (28 Apr 25) ₹93.062 ↑ 1.06 (1.15 %) Net Assets (Cr) ₹8,634 on 31 Mar 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.54 Information Ratio 0.32 Alpha Ratio 8.58 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,609 31 Mar 22 ₹24,640 31 Mar 23 ₹25,335 31 Mar 24 ₹37,999 31 Mar 25 ₹44,681 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.6% 3 Month 4.3% 6 Month -3.7% 1 Year 15.6% 3 Year 23% 5 Year 32.9% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% 2014 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.46 Yr. Trideep Bhattacharya 1 Oct 21 3.5 Yr. Raj Koradia 1 Aug 24 0.66 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 21.21% Consumer Cyclical 17.67% Industrials 12.07% Health Care 11.58% Technology 10.24% Basic Materials 9.22% Consumer Defensive 5.61% Real Estate 3.52% Communication Services 2.01% Utility 1.55% Energy 1.44% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008504% ₹318 Cr 4,036,475
↑ 39,719 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹293 Cr 2,674,120
↑ 79,956 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹276 Cr 500,036
↑ 5,790 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON3% ₹260 Cr 197,393
↑ 2,284 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹258 Cr 3,955,954
↑ 49,248 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹232 Cr 286,315
↑ 4,063 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹217 Cr 193,121 Edelweiss Liquid Dir Gr
Investment Fund | -3% ₹216 Cr 645,585
↑ 645,585 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹207 Cr 1,301,403 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹202 Cr 3,160,376
↑ 524,611 5. Kotak Emerging Equity Scheme
CAGR/Annualized return of 14.8% since its launch. Ranked 12 in Mid Cap category. Return for 2024 was 33.6% , 2023 was 31.5% and 2022 was 5.1% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (28 Apr 25) ₹120.888 ↑ 1.29 (1.08 %) Net Assets (Cr) ₹48,129 on 31 Mar 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.44 Information Ratio -0.42 Alpha Ratio 6.63 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,427 31 Mar 22 ₹24,173 31 Mar 23 ₹25,149 31 Mar 24 ₹34,697 31 Mar 25 ₹40,002 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 2.3% 3 Month 2.7% 6 Month -6.9% 1 Year 11.7% 3 Year 18.4% 5 Year 30% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.6% 2022 31.5% 2021 5.1% 2020 47.3% 2019 21.9% 2018 8.9% 2017 -11.7% 2016 43% 2015 10.4% 2014 8.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 1.19 Yr. Data below for Kotak Emerging Equity Scheme as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 16.74% Industrials 16.62% Basic Materials 15.23% Technology 14.67% Health Care 13.43% Financial Services 12.19% Energy 3.04% Real Estate 2.73% Communication Services 2.22% Consumer Defensive 1.4% Utility 0.7% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328434% ₹1,727 Cr 24,724,343 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244943% ₹1,651 Cr 10,990,472
↑ 11,837 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 5063953% ₹1,537 Cr 7,755,250
↑ 37,628 Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 5262993% ₹1,486 Cr 5,944,080
↑ 114,412 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹1,312 Cr 8,010,973 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT3% ₹1,252 Cr 2,537,815
↓ -10,885 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS3% ₹1,242 Cr 1,104,617
↓ -1,154 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS2% ₹1,201 Cr 1,529,941 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT2% ₹1,196 Cr 2,169,997
↑ 25,000 Blue Star Ltd (Industrials)
Equity, Since 31 May 20 | BLUESTARCO2% ₹1,068 Cr 5,000,398 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.8% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Apr 25) ₹1,276.14 ↑ 14.97 (1.19 %) Net Assets (Cr) ₹11,333 on 31 Mar 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.34 Information Ratio 0.15 Alpha Ratio 3.95 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,480 31 Mar 22 ₹21,162 31 Mar 23 ₹21,693 31 Mar 24 ₹33,395 31 Mar 25 ₹37,537 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 3.3% 3 Month 4.8% 6 Month -5% 1 Year 12.3% 3 Year 22% 5 Year 29.3% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% 2014 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.1 Yr. Ratish Varier 24 Feb 21 4.1 Yr. Data below for Sundaram Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Financial Services 17.27% Industrials 13.7% Health Care 10.83% Basic Materials 10.45% Technology 6.89% Consumer Defensive 4.11% Real Estate 3.61% Communication Services 3.57% Utility 2.04% Energy 1.91% Asset Allocation
Asset Class Value Cash 6.46% Equity 93.53% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Liquid Dir Gr
Investment Fund | -4% ₹454 Cr 1,980,541
↑ 1,749,177 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹388 Cr 1,270,127 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹371 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹346 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹281 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹274 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹271 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹267 Cr 484,892 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹244 Cr 8,612,119
↑ 133,252 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹235 Cr 3,599,583
↑ 201,312 7. Franklin India Prima Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (28 Apr 25) ₹2,577.87 ↑ 23.92 (0.94 %) Net Assets (Cr) ₹11,443 on 31 Mar 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.5 Information Ratio 0.05 Alpha Ratio 7.13 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,132 31 Mar 22 ₹20,621 31 Mar 23 ₹21,353 31 Mar 24 ₹31,269 31 Mar 25 ₹36,290 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 2.7% 3 Month 4.5% 6 Month -4% 1 Year 13% 3 Year 21.5% 5 Year 28.1% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% 2014 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.17 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Akhil Kalluri 7 Feb 22 3.15 Yr. Data below for Franklin India Prima Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 19.82% Consumer Cyclical 18.48% Basic Materials 14.85% Health Care 11.05% Industrials 11.01% Technology 7.13% Real Estate 5.59% Consumer Defensive 4.16% Communication Services 2.69% Utility 1.19% Energy 0.71% Asset Allocation
Asset Class Value Cash 3.33% Equity 96.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹423 Cr 21,939,752 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹247 Cr 1,641,580 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹240 Cr 1,211,228
↓ -18,628 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹236 Cr 2,153,205 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹229 Cr 1,499,891 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON2% ₹226 Cr 6,391,052 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹225 Cr 901,105 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK2% ₹224 Cr 1,223,175 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹218 Cr 442,739 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹218 Cr 1,100,123 8. Axis Mid Cap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 41 in Mid Cap category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (28 Apr 25) ₹103.78 ↑ 1.14 (1.11 %) Net Assets (Cr) ₹28,063 on 31 Mar 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.3 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,775 31 Mar 22 ₹20,697 31 Mar 23 ₹19,760 31 Mar 24 ₹27,924 31 Mar 25 ₹31,106 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 2.5% 3 Month 5% 6 Month -4.7% 1 Year 10.3% 3 Year 16.1% 5 Year 24.1% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 30% 2022 29.6% 2021 -5.1% 2020 39.9% 2019 26% 2018 11.3% 2017 3.5% 2016 42% 2015 -3.1% 2014 0.8% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.36 Yr. Nitin Arora 3 Aug 23 1.66 Yr. Krishnaa N 1 Mar 24 1.08 Yr. Data below for Axis Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.95% Financial Services 15.16% Health Care 12.78% Industrials 12.22% Technology 10.53% Basic Materials 10.08% Real Estate 3.14% Communication Services 2.8% Utility 1.3% Consumer Defensive 0.63% Energy 0.58% Asset Allocation
Asset Class Value Cash 11.83% Equity 88.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹929 Cr 13,299,371 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹892 Cr 11,322,169
↓ -407,962 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹807 Cr 1,463,034
↓ -38,028 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063953% ₹772 Cr 3,893,484 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹609 Cr 31,591,358
↑ 2,630,814 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹602 Cr 4,111,208 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹601 Cr 1,219,314 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹592 Cr 2,917,246 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Jun 23 | SOLARINDS2% ₹566 Cr 503,230
↑ 11,095 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN2% ₹556 Cr 3,658,286
↓ -341,899 9. IDBI Midcap Fund
CAGR/Annualized return of 12.7% since its launch. Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% . IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (28 Apr 25) ₹26.7994 ↑ 0.23 (0.88 %) Net Assets (Cr) ₹302 on 31 Mar 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.28 Sharpe Ratio 0.35 Information Ratio -0.75 Alpha Ratio 4.56 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,482 31 Mar 22 ₹21,115 31 Mar 23 ₹20,480 31 Mar 24 ₹30,315 31 Mar 25 ₹34,266 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 1.4% 3 Month 0.6% 6 Month -6.5% 1 Year 8.3% 3 Year 17.2% 5 Year 26% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.1% 2022 35.9% 2021 -4.1% 2020 36.6% 2019 24.3% 2018 -2.5% 2017 -14.5% 2016 2015 2014 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Karan Doshi 31 Jul 23 1.67 Yr. Dikshit Mittal 31 Jul 23 1.67 Yr. Data below for IDBI Midcap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 27.86% Industrials 19.99% Financial Services 13.31% Basic Materials 9.23% Technology 6.68% Health Care 6.43% Communication Services 4.27% Consumer Defensive 3.8% Real Estate 2.25% Utility 1.81% Energy 1.35% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹14 Cr 143,945
↓ -22,579 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002513% ₹10 Cr 19,148
↓ -1,118 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹9 Cr 105,773 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹9 Cr 449,570
↑ 16,198 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF3% ₹8 Cr 28,237 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5008503% ₹8 Cr 97,473 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL3% ₹8 Cr 253,539 Voltas Ltd (Consumer Cyclical)
Equity, Since 31 Dec 19 | VOLTAS2% ₹7 Cr 47,289 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT2% ₹6 Cr 11,637 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM2% ₹6 Cr 12,978 10. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 18 in Mid Cap category. Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (28 Apr 25) ₹94.4955 ↑ 1.08 (1.15 %) Net Assets (Cr) ₹1,982 on 31 Mar 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio 0.17 Information Ratio -0.85 Alpha Ratio 0.32 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,260 31 Mar 22 ₹22,655 31 Mar 23 ₹22,612 31 Mar 24 ₹33,208 31 Mar 25 ₹36,040 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 25 Duration Returns 1 Month 2.6% 3 Month 3.9% 6 Month -5.3% 1 Year 6.5% 3 Year 17.2% 5 Year 27.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% 2014 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 2.72 Yr. Himanshu Singh 21 Oct 24 0.44 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 17.28% Health Care 15.47% Consumer Cyclical 15.24% Industrials 14.56% Basic Materials 11.4% Technology 6.19% Consumer Defensive 5.46% Energy 3.14% Communication Services 2.94% Real Estate 2.7% Asset Allocation
Asset Class Value Cash 4.67% Equity 94.37% Debt 0.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 400,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008503% ₹55 Cr 700,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹55 Cr 43,250 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031003% ₹53 Cr 325,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹48 Cr 2,500,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 25 | PERSISTENT2% ₹44 Cr 80,000
↑ 10,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002572% ₹44 Cr 215,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹43 Cr 800,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹42 Cr 100,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹42 Cr 280,000
↑ 15,000
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