+91-22-48913909बेस्ट मिड कैप म्यूचुअल फंड 2022
सर्वश्रेष्ठ मिड कैप की तलाश मेंम्यूचुअल फंड्स 2022 में निवेश करने के लिए? खैर, बहुत से निवेशक इस ओर झुकाव कर रहे हैंनिवेश मिड-कैप में क्योंकि उन्हें भविष्य माना जाता हैमंडी नेताओं। जब एकइन्वेस्टर लंबी अवधि के लिए मिड-कैप में निवेश करते हैं, वे उन कंपनियों को पसंद करते हैं जो उन्हें लगता है कि कल की रनवे सफलताएं होंगी।
परंपरागत रूप से, मिड-कैप आम तौर पर मध्यम आकार की कंपनियां होती हैं, जो अगर अच्छी तरह से चलती हैं और एक अच्छी व्यापार रणनीति है तो कल के नेता या लार्ज-कैप बन जाते हैं (कुछ देश यहां तक किबुलाना उन्हें विशाल टोपियां)।
सही व्यापार रणनीति, निष्पादन के लिए अच्छा प्रबंधन और परिवर्तनों के प्रति फुर्तीला होने से मिड-कैप कंपनियां तेजी से बढ़ती हैं। लार्ज-कैप की तुलना में अधिक लाभ कमाने के इच्छुक निवेशक निवेश के लिए मिड-कैप की ओर देखते हैं, हालांकि, यह उच्च जोखिम (या अस्थिरता) के साथ आता है।
म्यूचुअल फंड और विदेशी संस्थागत निवेशक (एफआईआई) जैसे संस्थागत निवेशक तेजी से शीर्ष मिड-कैप में निवेश कर रहे हैं औरमिड कैप फंड इक्विटी बाजारों में अपने लाभ को बढ़ाने के लिए।
आपको मिड कैप फंड में निवेश क्यों करना चाहिए
कुछ केनिवेश के लाभ मिड कैप फंड में हैं:
- लॉन्ग-टर्म होल्डिंग वाले लार्ज कैप की तुलना में उनके पास अधिक धन धारण करने की क्षमता है; वे आम तौर पर तेजी के बाजारों में बाद वाले की तुलना में बेहतर प्रदर्शन करते हैं और जब बाजार लंबे समय से ऊपर की ओर होते हैं।
- लार्ज-कैप कंपनियों की तुलना में मिड-कैप कंपनियों में वृद्धि की अधिक संभावनाएं हैं।
- ऐसी फर्में बाजार में नए नवाचारों और परिवर्तनों के लिए तेजी से प्रतिक्रिया करती हैं क्योंकि वे अधिक केंद्रित होते हैं, अपने आला में विशिष्ट होते हैं और फुर्तीले होते हैं।
- मिड-कैप शेयरों में उतार-चढ़ाव की तुलना में कम हैछोटी टोपी स्टॉक।
- तेजी से बढ़ने की उनकी क्षमता के कारण, वे अक्सर बेहतर प्रदर्शन करते हैंलार्ज कैप फंड लंबी अवधि में।
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मिडकैप फंड के फायदे
यदि हम दीर्घावधि पर विचार करें तोम्यूचुअल फंड का इतिहासतब मिड-कैप फंडों ने लार्ज-कैप फंडों से लगातार बेहतर प्रदर्शन किया है। वास्तव में, फंड की प्रकृति यह है कि इसकी प्रवृत्ति जल्द ही बदलने की संभावना नहीं है।
लार्ज-कैप फंडों की तुलना में शेयर बाजारों में मिड-कैप फंडों का अपेक्षाकृत कम पालन किया जाता है। यह निवेशकों को इन फंडों का उपयोग करके अपने निवेश में तेजी से वृद्धि करने का एक बड़ा अवसर प्रदान करता है।
वित्त वर्ष 22 - 23 में निवेश करने के लिए शीर्ष 11 सर्वश्रेष्ठ मिड कैप म्युचुअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.337
↓ -0.18 ₹37,501 0.4 4.4 -2.5 26.4 30.3 57.1 Edelweiss Mid Cap Fund Growth ₹104.687
↓ -0.09 ₹12,647 4.5 7.2 6.3 25.3 27 38.9 Invesco India Mid Cap Fund Growth ₹187.89
↓ -0.74 ₹9,320 4.2 12.7 14 27.9 26.5 43.1 ICICI Prudential MidCap Fund Growth ₹312.92
↑ 0.80 ₹6,964 6.2 10.1 10.2 22.8 24.2 27 Sundaram Mid Cap Fund Growth ₹1,445.44
↓ -0.61 ₹13,236 5.1 7.7 6.8 24.5 24.1 32 SBI Magnum Mid Cap Fund Growth ₹236.305
↓ -0.10 ₹23,036 4.4 1.6 1.8 16.9 23 20.3 TATA Mid Cap Growth Fund Growth ₹450.42
↓ -1.01 ₹5,283 5.8 9.4 6 21.7 22.6 22.7 Aditya Birla Sun Life Midcap Fund Growth ₹802.23
↓ -3.41 ₹6,271 3.6 5.6 4.8 20.3 22.6 22 BNP Paribas Mid Cap Fund Growth ₹105.158
↓ -0.28 ₹2,276 5.4 6.3 4.6 20.3 22.5 28.5 Franklin India Prima Fund Growth ₹2,823.61
↑ 0.33 ₹12,770 3.8 4.8 3.8 22.2 21.1 31.8 PGIM India Midcap Opportunities Fund Growth ₹65.25
↓ -0.15 ₹11,581 -0.5 4.3 3.8 13.2 20.7 21 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund SBI Magnum Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund BNP Paribas Mid Cap Fund Franklin India Prima Fund PGIM India Midcap Opportunities Fund Point 1 Highest AUM (₹37,501 Cr). Upper mid AUM (₹12,647 Cr). Lower mid AUM (₹9,320 Cr). Lower mid AUM (₹6,964 Cr). Upper mid AUM (₹13,236 Cr). Top quartile AUM (₹23,036 Cr). Bottom quartile AUM (₹5,283 Cr). Bottom quartile AUM (₹6,271 Cr). Bottom quartile AUM (₹2,276 Cr). Upper mid AUM (₹12,770 Cr). Lower mid AUM (₹11,581 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (23+ yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (23+ yrs). Established history (19+ yrs). Oldest track record among peers (32 yrs). Established history (11+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 30.32% (top quartile). 5Y return: 26.96% (top quartile). 5Y return: 26.45% (upper mid). 5Y return: 24.16% (upper mid). 5Y return: 24.13% (upper mid). 5Y return: 22.97% (lower mid). 5Y return: 22.56% (lower mid). 5Y return: 22.56% (lower mid). 5Y return: 22.51% (bottom quartile). 5Y return: 21.14% (bottom quartile). 5Y return: 20.68% (bottom quartile). Point 6 3Y return: 26.43% (top quartile). 3Y return: 25.26% (upper mid). 3Y return: 27.92% (top quartile). 3Y return: 22.77% (upper mid). 3Y return: 24.46% (upper mid). 3Y return: 16.95% (bottom quartile). 3Y return: 21.70% (lower mid). 3Y return: 20.25% (bottom quartile). 3Y return: 20.30% (lower mid). 3Y return: 22.24% (lower mid). 3Y return: 13.18% (bottom quartile). Point 7 1Y return: -2.54% (bottom quartile). 1Y return: 6.31% (upper mid). 1Y return: 13.96% (top quartile). 1Y return: 10.22% (top quartile). 1Y return: 6.84% (upper mid). 1Y return: 1.78% (bottom quartile). 1Y return: 6.04% (upper mid). 1Y return: 4.81% (lower mid). 1Y return: 4.59% (lower mid). 1Y return: 3.80% (lower mid). 1Y return: 3.80% (bottom quartile). Point 8 Alpha: -4.22 (bottom quartile). Alpha: -0.23 (upper mid). Alpha: 0.00 (top quartile). Alpha: 2.69 (top quartile). Alpha: -0.05 (upper mid). Alpha: -7.25 (bottom quartile). Alpha: -3.43 (lower mid). Alpha: -4.40 (bottom quartile). Alpha: -3.98 (lower mid). Alpha: -2.98 (lower mid). Alpha: -1.08 (upper mid). Point 9 Sharpe: -0.13 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: 0.43 (top quartile). Sharpe: 0.22 (top quartile). Sharpe: 0.08 (upper mid). Sharpe: -0.39 (bottom quartile). Sharpe: -0.12 (lower mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.17 (bottom quartile). Sharpe: -0.09 (lower mid). Sharpe: 0.01 (upper mid). Point 10 Information ratio: 0.20 (top quartile). Information ratio: 0.18 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.29 (upper mid). Information ratio: 0.16 (upper mid). Information ratio: -1.31 (bottom quartile). Information ratio: -0.66 (lower mid). Information ratio: -0.80 (lower mid). Information ratio: -1.03 (bottom quartile). Information ratio: -0.49 (lower mid). Information ratio: -1.61 (bottom quartile). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
SBI Magnum Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
BNP Paribas Mid Cap Fund
Franklin India Prima Fund
PGIM India Midcap Opportunities Fund
*शीर्ष की सूचीमध्यम दर्जे की कंपनियों के शेयर म्यूचुअल फंड न्यूनतम200 करोड़ निवल संपत्ति / प्रबंधन के तहत संपत्ति (एयूएम), के आधार पर छाँटा गया5 वर्षसीएजीआर वापसी.
(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. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund 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. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life 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. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas 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. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. Research Highlights for PGIM India Midcap Opportunities Fund Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (27 Nov 25) ₹103.337 ↓ -0.18 (-0.18 %) Net Assets (Cr) ₹37,501 on 31 Oct 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.13 Information Ratio 0.2 Alpha Ratio -4.22 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -0.1% 3 Month 0.4% 6 Month 4.4% 1 Year -2.5% 3 Year 26.4% 5 Year 30.3% 10 Year 15 Year Since launch 22% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Nov 25) ₹104.687 ↓ -0.09 (-0.08 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 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 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.1% 3 Month 4.5% 6 Month 7.2% 1 Year 6.3% 3 Year 25.3% 5 Year 27% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Nov 25) ₹187.89 ↓ -0.74 (-0.39 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.6% 3 Month 4.2% 6 Month 12.7% 1 Year 14% 3 Year 27.9% 5 Year 26.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (27 Nov 25) ₹312.92 ↑ 0.80 (0.26 %) Net Assets (Cr) ₹6,964 on 31 Oct 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.22 Information Ratio -0.29 Alpha Ratio 2.69 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.
Date Value Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.2% 3 Month 6.2% 6 Month 10.1% 1 Year 10.2% 3 Year 22.8% 5 Year 24.2% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 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% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Nov 25) ₹1,445.44 ↓ -0.61 (-0.04 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 5.1% 6 Month 7.7% 1 Year 6.8% 3 Year 24.5% 5 Year 24.1% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (27 Nov 25) ₹236.305 ↓ -0.10 (-0.04 %) Net Assets (Cr) ₹23,036 on 31 Oct 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.39 Information Ratio -1.31 Alpha Ratio -7.25 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 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.4% 3 Month 4.4% 6 Month 1.6% 1 Year 1.8% 3 Year 16.9% 5 Year 23% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Data below for SBI Magnum Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Nov 25) ₹450.42 ↓ -1.01 (-0.22 %) Net Assets (Cr) ₹5,283 on 31 Oct 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.12 Information Ratio -0.66 Alpha Ratio -3.43 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 3.5% 3 Month 5.8% 6 Month 9.4% 1 Year 6% 3 Year 21.7% 5 Year 22.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 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% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (27 Nov 25) ₹802.23 ↓ -3.41 (-0.42 %) Net Assets (Cr) ₹6,271 on 31 Oct 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.17 Information Ratio -0.8 Alpha Ratio -4.4 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.
Date Value Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.1% 3 Month 3.6% 6 Month 5.6% 1 Year 4.8% 3 Year 20.3% 5 Year 22.6% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22% 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% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Midcap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (27 Nov 25) ₹105.158 ↓ -0.28 (-0.26 %) Net Assets (Cr) ₹2,276 on 31 Oct 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -1.03 Alpha Ratio -3.98 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 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2% 3 Month 5.4% 6 Month 6.3% 1 Year 4.6% 3 Year 20.3% 5 Year 22.5% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 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% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Data below for BNP Paribas Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (27 Nov 25) ₹2,823.61 ↑ 0.33 (0.01 %) Net Assets (Cr) ₹12,770 on 31 Oct 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio -2.98 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.9% 3 Month 3.8% 6 Month 4.8% 1 Year 3.8% 3 Year 22.2% 5 Year 21.1% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure Data below for Franklin India Prima Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (27 Nov 25) ₹65.25 ↓ -0.15 (-0.23 %) Net Assets (Cr) ₹11,581 on 31 Oct 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.7 Sharpe Ratio 0.01 Information Ratio -1.61 Alpha Ratio -1.08 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -1.2% 3 Month -0.5% 6 Month 4.3% 1 Year 3.8% 3 Year 13.2% 5 Year 20.7% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 21% 2023 20.8% 2022 -1.7% 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
मिड-कैप फंड चुनते समय देखने के लिए पैरामीटर
कुछ महत्वपूर्ण गुणात्मक और मात्रात्मक कारक हैं जिन्हें निवेशकों को निवेश करने के लिए सही फंड चुनते समय देखना होता है। योजना या म्यूचुअलफंड रेटिंग शुरू करने के लिए अच्छा होना चाहिए। इसे अन्य डेटा के साथ पूरक करने की आवश्यकता है, जैसे एयूएम (प्रबंधन के तहत संपत्ति), फंड की उम्र, पिछले रिटर्न, व्यय अनुपात, आदि। इसके अलावा, निवेशकों को सलाह दी जाती है कि वे फंड के पिछले तीन वर्षों के प्रदर्शन की जांच करें। एक फंड में 100 करोड़ रुपये से अधिक की शुद्ध संपत्ति होनी चाहिए और पिछले एक साल में मिड-कैप शेयरों में न्यूनतम औसत आवंटन 50 प्रतिशत से अधिक होना चाहिए। इसके अलावा, निवेशकों को फंड के व्यय अनुपात की भी जांच करनी चाहिए, हालांकि, यह फंड के प्रदर्शन जैसे अन्य महत्वपूर्ण कारकों को प्रभावित नहीं करना चाहिए।
निवेशकों को सलाह दी जाती है कि वे फंड मैनेजर के ट्रैक रिकॉर्ड और निवेश प्रक्रिया जैसे अन्य गुणात्मक कारकों की अतिरिक्त जांच करें। ऐसे फंड हाउस की पहचान करें जिनकी वित्तीय बाजारों में मजबूत उपस्थिति है और ऐसे फंड प्रदान करें जिनका लंबा और सुसंगत ट्रैक रिकॉर्ड हो। आपको उस फंड हाउस का चयन करना चाहिए जिस पर आपको अपना पैसा निवेश करने का विश्वास हो। यह भी देखना चाहिए कि कितने फंड टॉप परफॉर्मर हैं। बड़ी संख्या में अच्छा प्रदर्शन करने वाले फंड होने का मतलब यह होगा कि फंड हाउस की समग्र रणनीति अच्छी स्थिति में है।
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निष्कर्ष
मिड-कैप फंड के साथ जाना किसी के निवेश पोर्टफोलियो के लिए फायदेमंद हो सकता है, यह देखते हुए कि वे रिटर्न दे सकते हैं। मिड-कैप म्यूचुअल फंड में निवेश करते समय, निवेशकों के लिए यह सलाह दी जाती है कि वे अपने जोखिम को इष्टतम स्तरों के भीतर रखें क्योंकि मिड-कैप उच्च जोखिम वाले रिटर्न फंड हैं।
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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Research Highlights for Motilal Oswal Midcap 30 Fund