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2021 के शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले मिड कैप फंड

फिनकैश »म्यूचुअल फंड्स »बेस्ट मिड कैप फंड 2018

2021 का सर्वश्रेष्ठ प्रदर्शन करने वाला मिड कैप फंड

Updated on September 28, 2023 , 1653 views

मिड कैप फंड कई मध्यम आकार की कंपनियों के इक्विटी शेयरों में अपने संचित धन का निवेश करें।मंडी इन कंपनियों का पूंजीकरण ₹500-₹10 के बीच है,000 करोड़ और उनके पास बढ़ने और लार्ज-कैप समूह का हिस्सा बनने की क्षमता है। कई मामलों में मिड-कैप कंपनियों ने लार्ज-कैप कंपनियों की तुलना में बेहतर प्रदर्शन किया है। चूंकि ये कंपनियां लार्ज-कैप कंपनियों की तुलना में आकार में छोटी हैं, इसलिए ये बदलावों के प्रति लचीली हैं। 2021 में, जैसे ही सेंसेक्स एक नए बेंचमार्क पर पहुंचा, कई मिड-कैप कंपनियों ने भी बेहतर प्रदर्शन के कारण अच्छा प्रदर्शन कियाआर्थिक स्थितियां. शीर्ष औरबेस्ट मिड कैप फंड परआधार वर्ष 2021 के लिए प्रदर्शन (रिटर्न) का विवरण इस प्रकार है।

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रिटर्न के आधार पर वर्ष 2021 के लिए शीर्ष और सर्वश्रेष्ठ प्रदर्शन करने वाले मिड कैप फंड

FundNAVNet Assets (Cr)2022 (%)2021 (%)2020 (%)2019 (%)2018 (%)
HDFC Mid-Cap Opportunities Fund Growth ₹126.933
↑ 1.13
₹45,44912.339.921.70.2-11.2
Motilal Oswal Midcap 30 Fund  Growth ₹59.516
↑ 0.47
₹5,23710.755.89.39.7-12.7
Kotak Emerging Equity Scheme Growth ₹89.078
↑ 0.49
₹31,3895.147.321.98.9-11.7
Sundaram Mid Cap Fund Growth ₹877.681
↑ 6.68
₹8,3584.837.511.8-0.3-15.4
BNP Paribas Mid Cap Fund Growth ₹69.7878
↑ 0.38
₹1,4284.741.523.15.2-17.5
ICICI Prudential MidCap Fund Growth ₹187.44
↑ 1.11
₹4,2263.144.819.1-0.6-10.8
SBI Magnum Mid Cap Fund Growth ₹172.291
↑ 1.39
₹11,809352.230.40.1-18
Edelweiss Mid Cap Fund Growth ₹61.599
↑ 0.55
₹3,4492.450.326.45.2-15.7
Franklin India Prima Fund Growth ₹1,783.31
↑ 13.28
₹8,6512.232.617.83.5-9.4
L&T Midcap Fund Growth ₹245.183
↑ 1.87
₹7,9201.130.419-0.2-12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

2021 के लिए शीर्ष 10 प्रदर्शन करने वाले मिड कैप फंड

1. HDFC Mid-Cap Opportunities Fund

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

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 24 in Mid Cap category.  Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (22 Aug 23) ₹126.933 ↑ 1.13   (0.90 %)
Net Assets (Cr) ₹45,449 on 31 Jul 23
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.15
Information Ratio 0.33
Alpha Ratio 7.75
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹9,950
30 Sep 20₹10,497
30 Sep 21₹17,532
30 Sep 22₹18,867
30 Sep 23₹25,438

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.8%
3 Month 17.9%
6 Month 26.5%
1 Year 32.8%
3 Year 32.3%
5 Year 16.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0716.2 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.18%
Consumer Cyclical18.28%
Industrials16.84%
Basic Materials8.62%
Health Care8.11%
Technology7.86%
Communication Services5.41%
Energy1.6%
Consumer Defensive1.54%
Asset Allocation
Asset ClassValue
Cash8.56%
Equity91.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹2,013 Cr47,832,158
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
4%₹1,725 Cr9,642,272
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,517 Cr25,739,305
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹1,421 Cr106,684,890
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹1,345 Cr34,629,095
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
3%₹1,316 Cr11,731,126
↓ -627,835
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹1,254 Cr9,855,937
↓ -654,267
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 12 | AIAENG
3%₹1,251 Cr3,385,203
↑ 75,000
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹1,228 Cr32,424,097
↑ 1,231,970
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹1,201 Cr2,196,467
↑ 156,934

2. 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 20.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (22 Aug 23) ₹59.516 ↑ 0.47   (0.79 %)
Net Assets (Cr) ₹5,237 on 31 Jul 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 1.49
Information Ratio 0.33
Alpha Ratio 5.56
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.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,718
30 Sep 20₹10,426
30 Sep 21₹17,486
30 Sep 22₹21,511
30 Sep 23₹26,038

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 ₹458,689.
Net Profit of ₹158,689
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 22 Aug 23

DurationReturns
1 Month 2.1%
3 Month 10.2%
6 Month 19.7%
1 Year 22.2%
3 Year 34%
5 Year 16.7%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.17 Yr.
Ankush Sood11 Nov 220.8 Yr.
Rakesh Shetty22 Nov 220.77 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jul 23

Equity Sector Allocation
SectorValue
Technology23.77%
Basic Materials15.33%
Industrials15.03%
Financial Services14.86%
Consumer Cyclical14.48%
Real Estate7.19%
Communication Services1.56%
Health Care1.28%
Consumer Defensive1.25%
Asset Allocation
Asset ClassValue
Cash4.91%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | -
10%₹560 Cr24,000,000
↑ 24,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
9%₹488 Cr50,000,000
↓ -8,000,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
7%₹412 Cr3,500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
7%₹400 Cr1,800,000
↑ 450,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹383 Cr700,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹376 Cr700,000
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
6%₹322 Cr5,000,000
↑ 1,000,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
5%₹268 Cr6,249,975
↑ 749,975
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹267 Cr1,150,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
3%₹196 Cr1,750,000
↑ 250,000

3. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (22 Aug 23) ₹89.078 ↑ 0.49   (0.56 %)
Net Assets (Cr) ₹31,389 on 31 Jul 23
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 1.32
Information Ratio -0.64
Alpha Ratio -1.27
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,703
30 Sep 20₹11,510
30 Sep 21₹19,864
30 Sep 22₹21,243
30 Sep 23₹25,722

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.8%
3 Month 13.9%
6 Month 17.6%
1 Year 19.2%
3 Year 29.7%
5 Year 17.5%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1013.21 Yr.
Arjun Khanna30 Apr 221.34 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials23.12%
Consumer Cyclical20.94%
Basic Materials19.8%
Financial Services12.88%
Health Care6.52%
Technology4.31%
Real Estate2.7%
Consumer Defensive2.08%
Energy0.77%
Utility0.75%
Asset Allocation
Asset ClassValue
Cash5.95%
Equity94.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
5%₹1,675 Cr3,758,089
↓ -464,489
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,092 Cr3,576,284
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹1,023 Cr1,903,852
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
3%₹1,001 Cr5,863,399
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹987 Cr2,040,013
↑ 4,996
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹877 Cr1,681,969
↑ 478
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹867 Cr7,735,072
↑ 160,058
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 500493
3%₹862 Cr8,051,993
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹861 Cr3,066,715
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
3%₹842 Cr5,723,155

4. Sundaram Mid Cap Fund

(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 CAGR/Annualized return of 23.7% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Aug 23) ₹877.681 ↑ 6.68   (0.77 %)
Net Assets (Cr) ₹8,358 on 31 Jul 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.32
Information Ratio -1.32
Alpha Ratio -1.91
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
30 Sep 18₹10,000
30 Sep 19₹9,841
30 Sep 20₹9,658
30 Sep 21₹15,668
30 Sep 22₹16,478
30 Sep 23₹20,367

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram 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 22 Aug 23

DurationReturns
1 Month 3.6%
3 Month 15.5%
6 Month 21.1%
1 Year 21.4%
3 Year 26.5%
5 Year 11.8%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 212.52 Yr.
Ratish Varier24 Feb 212.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.33%
Industrials17.9%
Consumer Cyclical17.82%
Basic Materials10.94%
Health Care9.39%
Technology4.56%
Utility3.31%
Consumer Defensive3.09%
Communication Services2.13%
Real Estate1.99%
Energy0.63%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹318 Cr22,120,395
Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
4%₹313 Cr1,624,015
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹228 Cr9,072,361
↓ -230,602
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹221 Cr760,591
↑ 23,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹221 Cr478,957
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹220 Cr8,459,013
↑ 1,095,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹217 Cr1,270,221
↑ 75,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹212 Cr1,036,784
↓ -141,150
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹212 Cr6,391,007
↑ 41,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
2%₹204 Cr1,816,845

5. BNP Paribas Mid Cap Fund

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

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 18 in Mid Cap category.  Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (22 Aug 23) ₹69.7878 ↑ 0.38   (0.55 %)
Net Assets (Cr) ₹1,428 on 31 Jul 23
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 1.29
Information Ratio -1.01
Alpha Ratio -1.37
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
30 Sep 18₹10,000
30 Sep 19₹10,189
30 Sep 20₹11,270
30 Sep 21₹19,030
30 Sep 22₹19,298
30 Sep 23₹23,722

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month 4%
3 Month 14.5%
6 Month 19.8%
1 Year 20.9%
3 Year 26.6%
5 Year 15.8%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.13 Yr.
Miten Vora1 Dec 220.75 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services22.44%
Industrials17.08%
Consumer Cyclical16.91%
Health Care10.43%
Basic Materials7.61%
Technology5.56%
Utility5.51%
Consumer Defensive4.7%
Energy3.42%
Real Estate2.13%
Communication Services1.21%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity96.99%
Debt0.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹43 Cr3,000,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹42 Cr1,100,000
↓ -150,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
2%₹37 Cr870,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG
2%₹36 Cr96,700
↓ -3,300
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
2%₹35 Cr320,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
2%₹32 Cr6,300,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹31 Cr175,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
2%₹31 Cr500,000
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jul 21 | 500477
2%₹31 Cr1,700,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 19 | THERMAX
2%₹31 Cr110,000

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 16.9% since its launch.  Ranked 35 in Mid Cap category.  Return for 2022 was 3.1% , 2021 was 44.8% and 2020 was 19.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (22 Aug 23) ₹187.44 ↑ 1.11   (0.60 %)
Net Assets (Cr) ₹4,226 on 31 Jul 23
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.9
Information Ratio -1.16
Alpha Ratio -4.99
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
30 Sep 18₹10,000
30 Sep 19₹10,075
30 Sep 20₹10,200
30 Sep 21₹17,676
30 Sep 22₹18,146
30 Sep 23₹21,298

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 3.3%
3 Month 13.1%
6 Month 16.6%
1 Year 16.5%
3 Year 26.1%
5 Year 13.6%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.5%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 221.17 Yr.
Sharmila D’mello31 Jul 221.09 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | 500257
4%₹165 Cr1,504,935
↑ 86,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹164 Cr6,593,890
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BALKRISIND
4%₹157 Cr675,342
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹153 Cr2,242,227
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹127 Cr706,691
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | UNOMINDA
3%₹124 Cr2,059,384
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹122 Cr858,409
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
3%₹121 Cr326,406
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | 542752
3%₹114 Cr1,056,618
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹112 Cr2,464,776

7. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 28 in Mid Cap category.  Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (22 Aug 23) ₹172.291 ↑ 1.39   (0.81 %)
Net Assets (Cr) ₹11,809 on 31 Jul 23
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 1.29
Information Ratio 0.1
Alpha Ratio -0.54
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
30 Sep 18₹10,000
30 Sep 19₹10,097
30 Sep 20₹10,902
30 Sep 21₹19,389
30 Sep 22₹21,725
30 Sep 23₹26,426

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.7%
3 Month 10.5%
6 Month 19.2%
1 Year 18.4%
3 Year 32.4%
5 Year 17.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1013.18 Yr.
Mohit Jain30 Nov 175.76 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical29.24%
Financial Services15.58%
Industrials15.2%
Basic Materials12.98%
Health Care6.39%
Real Estate3.98%
Consumer Defensive3.86%
Utility3.33%
Technology2.25%
Communication Services0.34%
Asset Allocation
Asset ClassValue
Cash6.84%
Equity93.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹556 Cr1,400,000
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
4%₹496 Cr1,623,740
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹424 Cr1,511,202
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹412 Cr3,778,182
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA
3%₹406 Cr1,400,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
3%₹385 Cr96,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹365 Cr8,682,397
Sundaram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹361 Cr1,389,085
↑ 79,085
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹352 Cr3,100,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹340 Cr5,169,750

8. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 22 in Mid Cap category.  Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (22 Aug 23) ₹61.599 ↑ 0.55   (0.90 %)
Net Assets (Cr) ₹3,449 on 31 Jul 23
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 1.27
Information Ratio -0.53
Alpha Ratio -1.98
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
30 Sep 18₹10,000
30 Sep 19₹10,153
30 Sep 20₹11,091
30 Sep 21₹19,463
30 Sep 22₹20,455
30 Sep 23₹24,821

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 ₹458,689.
Net Profit of ₹158,689
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 22 Aug 23

DurationReturns
1 Month 4%
3 Month 12.4%
6 Month 20.1%
1 Year 20.4%
3 Year 29.7%
5 Year 16.7%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 211.92 Yr.
Sahil Shah24 Dec 211.69 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services20.39%
Industrials20.23%
Consumer Cyclical20.11%
Basic Materials12.12%
Technology10%
Health Care9.72%
Real Estate2.95%
Consumer Defensive1.65%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹149 Cr10,350,765
↑ 222,293
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹145 Cr270,760
↑ 5,815
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
4%₹143 Cr3,781,705
↓ -49,425
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 May 22 | 500233
4%₹136 Cr924,888
↑ 19,863
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹132 Cr644,137
↑ 13,834
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹110 Cr644,112
↓ -60,467
Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
3%₹110 Cr569,455
↑ 12,230
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹108 Cr215,054
↑ 91,528
Syngene International Ltd (Healthcare)
Equity, Since 31 Oct 20 | 539268
3%₹103 Cr1,336,229
↑ 28,697
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹100 Cr182,244
↑ 39,571

9. Franklin India Prima Fund

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 CAGR/Annualized return of 19.1% since its launch.  Ranked 29 in Mid Cap category.  Return for 2022 was 2.2% , 2021 was 32.6% and 2020 was 17.8% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (22 Aug 23) ₹1,783.31 ↑ 13.28   (0.75 %)
Net Assets (Cr) ₹8,651 on 31 Jul 23
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 1.48
Information Ratio -1.74
Alpha Ratio 0.33
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
30 Sep 18₹10,000
30 Sep 19₹10,378
30 Sep 20₹10,233
30 Sep 21₹17,229
30 Sep 22₹16,902
30 Sep 23₹20,553

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.1%
3 Month 13.1%
6 Month 19.7%
1 Year 21.6%
3 Year 24.4%
5 Year 12.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
2014 78.1%
2013 7.4%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.59 Yr.
Sandeep Manam18 Oct 211.87 Yr.
Akhil Kalluri7 Feb 221.56 Yr.

Data below for Franklin India Prima Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services21.63%
Consumer Cyclical17.16%
Basic Materials16.05%
Industrials13.71%
Technology7.96%
Health Care7.07%
Consumer Defensive4.5%
Real Estate4.34%
Utility3.36%
Energy0.43%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity96.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹337 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
3%₹233 Cr1,050,123
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | SUNDRMFAST
3%₹219 Cr1,718,493
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹217 Cr1,986,228
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹213 Cr23,580,355
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK
2%₹205 Cr2,135,566
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Dec 13 | 500877
2%₹202 Cr5,194,174
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹202 Cr983,937
Mphasis Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹200 Cr822,190
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 18 | BEL
2%₹195 Cr14,617,750

10. L&T Midcap Fund

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 CAGR/Annualized return of 18.3% since its launch.  Ranked 5 in Mid Cap category.  Return for 2022 was 1.1% , 2021 was 30.4% and 2020 was 19% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Aug 23) ₹245.183 ↑ 1.87   (0.77 %)
Net Assets (Cr) ₹7,920 on 31 Jul 23
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 1.35
Information Ratio -1.88
Alpha Ratio -0.79
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
30 Sep 18₹10,000
30 Sep 19₹9,835
30 Sep 20₹10,619
30 Sep 21₹16,243
30 Sep 22₹15,969
30 Sep 23₹19,757

L&T 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for L&T 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 22 Aug 23

DurationReturns
1 Month 4.2%
3 Month 15.2%
6 Month 19.6%
1 Year 20.9%
3 Year 22.2%
5 Year 11.3%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Vihang Naik28 Jun 167.18 Yr.
Cheenu Gupta26 Nov 220.76 Yr.

Data below for L&T Midcap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash0.87%
Equity99.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹276 Cr1,043,486
AIA Engineering Ltd (Industrials)
Equity, Since 31 Dec 16 | AIAENG
3%₹230 Cr621,300
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
2%₹193 Cr743,568
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | ABBOTINDIA
2%₹186 Cr80,700
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
2%₹179 Cr96,253
3M India Ltd (Industrials)
Equity, Since 30 Sep 19 | 3MINDIA
2%₹176 Cr56,500
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹174 Cr3,326,025
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532810
2%₹174 Cr6,690,600
CRISIL Ltd (Financial Services)
Equity, Since 31 Mar 17 | CRISIL
2%₹169 Cr426,444
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
2%₹164 Cr995,400

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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