+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 (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹91.9524
↑ 2.09 ₹33,689 -5.7 -12.5 2.6 22.4 24.1 -12.1 Invesco India Mid Cap Fund Growth ₹175.74
↑ 4.12 ₹10,772 -1.2 -5.5 15 26.1 21.2 6.3 Edelweiss Mid Cap Fund Growth ₹101.202
↑ 1.63 ₹14,355 -1.3 -1 12.7 25.2 21.1 3.8 ICICI Prudential MidCap Fund Growth ₹321.26
↑ 6.67 ₹7,280 3.2 5.8 26.1 26 20.8 11.1 Sundaram Mid Cap Fund Growth ₹1,397.69
↑ 24.75 ₹13,235 -0.5 -0.8 13.1 24.3 20 4.1 BNP Paribas Mid Cap Fund Growth ₹104.343
↑ 1.37 ₹2,341 0.9 2.3 13.5 21.1 17.9 2.5 TATA Mid Cap Growth Fund Growth ₹437.646
↑ 7.67 ₹5,505 -1.4 0.8 12.9 21.6 17.8 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹776.46
↑ 16.89 ₹6,130 -1.5 -1.7 9.8 20.3 17.4 4.4 Franklin India Prima Fund Growth ₹2,641.98
↑ 63.30 ₹12,328 -3.6 -3.9 5.4 20.9 16.6 1.6 SBI Magnum Mid Cap Fund Growth ₹227.953
↑ 3.95 ₹23,154 -1.7 -0.8 3.3 15.7 16.5 0.4 Axis Mid Cap Fund Growth ₹112.63
↑ 1.90 ₹31,977 1.7 -1.9 11.5 19.6 15.9 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Apr 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund SBI Magnum Mid Cap Fund Axis Mid Cap Fund Point 1 Highest AUM (₹33,689 Cr). Lower mid AUM (₹10,772 Cr). Upper mid AUM (₹14,355 Cr). Lower mid AUM (₹7,280 Cr). Upper mid AUM (₹13,235 Cr). Bottom quartile AUM (₹2,341 Cr). Bottom quartile AUM (₹5,505 Cr). Bottom quartile AUM (₹6,130 Cr). Lower mid AUM (₹12,328 Cr). Upper mid AUM (₹23,154 Cr). Top quartile AUM (₹31,977 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (23+ yrs). Established history (19+ yrs). Established history (31+ yrs). Established history (23+ yrs). Oldest track record among peers (32 yrs). Established history (21+ yrs). Established history (15+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. 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. Point 5 5Y return: 24.07% (top quartile). 5Y return: 21.20% (top quartile). 5Y return: 21.14% (upper mid). 5Y return: 20.83% (upper mid). 5Y return: 20.02% (upper mid). 5Y return: 17.86% (lower mid). 5Y return: 17.80% (lower mid). 5Y return: 17.44% (lower mid). 5Y return: 16.57% (bottom quartile). 5Y return: 16.52% (bottom quartile). 5Y return: 15.95% (bottom quartile). Point 6 3Y return: 22.41% (upper mid). 3Y return: 26.12% (top quartile). 3Y return: 25.15% (upper mid). 3Y return: 25.98% (top quartile). 3Y return: 24.27% (upper mid). 3Y return: 21.06% (lower mid). 3Y return: 21.60% (lower mid). 3Y return: 20.25% (bottom quartile). 3Y return: 20.86% (lower mid). 3Y return: 15.65% (bottom quartile). 3Y return: 19.59% (bottom quartile). Point 7 1Y return: 2.60% (bottom quartile). 1Y return: 14.98% (top quartile). 1Y return: 12.66% (lower mid). 1Y return: 26.11% (top quartile). 1Y return: 13.07% (upper mid). 1Y return: 13.48% (upper mid). 1Y return: 12.86% (upper mid). 1Y return: 9.77% (lower mid). 1Y return: 5.44% (bottom quartile). 1Y return: 3.26% (bottom quartile). 1Y return: 11.50% (lower mid). Point 8 Alpha: -20.09 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 1.12 (upper mid). Alpha: 7.09 (top quartile). Alpha: 2.64 (upper mid). Alpha: 2.75 (top quartile). Alpha: 2.00 (upper mid). Alpha: -2.93 (lower mid). Alpha: -6.12 (bottom quartile). Alpha: -6.28 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.29 (bottom quartile). Sharpe: 1.21 (lower mid). Sharpe: 1.33 (upper mid). Sharpe: 1.77 (top quartile). Sharpe: 1.49 (upper mid). Sharpe: 1.59 (top quartile). Sharpe: 1.43 (upper mid). Sharpe: 1.02 (lower mid). Sharpe: 0.78 (bottom quartile). Sharpe: 0.72 (bottom quartile). Sharpe: 1.19 (lower mid). Point 10 Information ratio: -0.36 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.33 (top quartile). Information ratio: 0.34 (top quartile). Information ratio: 0.16 (upper mid). Information ratio: -0.68 (lower mid). Information ratio: -0.61 (lower mid). Information ratio: -0.93 (bottom quartile). Information ratio: -0.76 (bottom quartile). Information ratio: -1.51 (bottom quartile). Information ratio: 0.00 (upper mid). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima Fund
SBI Magnum Mid Cap Fund
Axis Mid Cap 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 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 (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 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 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 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 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 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 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. Research Highlights for Axis Mid Cap Fund Below is the key information for Axis Mid Cap 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 (15 Apr 26) ₹91.9524 ↑ 2.09 (2.33 %) Net Assets (Cr) ₹33,689 on 28 Feb 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.29 Information Ratio -0.36 Alpha Ratio -20.09 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 21 ₹10,000 31 Mar 22 ₹13,822 31 Mar 23 ₹15,204 31 Mar 24 ₹24,380 31 Mar 25 ₹28,513 31 Mar 26 ₹24,841 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 11.6% 3 Month -5.7% 6 Month -12.5% 1 Year 2.6% 3 Year 22.4% 5 Year 24.1% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.19 Yr. Swapnil Mayekar 18 Nov 25 0.37 Yr. Ajay Khandelwal 1 Oct 24 1.5 Yr. Ankit Agarwal 21 Jan 26 0.19 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.92% Technology 25.48% Consumer Cyclical 16% Industrials 11.4% Communication Services 9.09% Real Estate 3.05% Health Care 2.06% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,309 Cr 61,413,395 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433967% ₹2,279 Cr 23,765,865
↑ 320,767 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹1,964 Cr 4,026,493
↓ -383,233 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹1,932 Cr 84,386,866
↓ -3,087,032 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,904 Cr 17,082,915
↓ -209,085 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,690 Cr 9,483,812 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,628 Cr 4,030,834
↓ -132,222 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5406915% ₹1,562 Cr 53,459,381
↓ -2,000,000 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,303 Cr 86,768,516
↑ 23,446,287 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,269 Cr 5,309,458 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (15 Apr 26) ₹175.74 ↑ 4.12 (2.40 %) Net Assets (Cr) ₹10,772 on 28 Feb 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.21 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 21 ₹10,000 31 Mar 22 ₹12,350 31 Mar 23 ₹12,332 31 Mar 24 ₹18,622 31 Mar 25 ₹22,070 31 Mar 26 ₹22,580 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 8% 3 Month -1.2% 6 Month -5.5% 1 Year 15% 3 Year 26.1% 5 Year 21.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.39 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 33.55% Health Care 19.72% Consumer Cyclical 16.61% Industrials 12.41% Real Estate 7.61% Technology 4.97% Basic Materials 4.17% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹579 Cr 22,304,132 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹510 Cr 1,899,237 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹500 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹471 Cr 4,184,252
↑ 318,653 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹459 Cr 4,774,196 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹426 Cr 16,397,045 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹411 Cr 1,043,041
↑ 147,708 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5335194% ₹405 Cr 16,854,973 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹397 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹387 Cr 4,030,589
↑ 146,776 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (15 Apr 26) ₹101.202 ↑ 1.63 (1.64 %) Net Assets (Cr) ₹14,355 on 28 Feb 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 1.33 Information Ratio 0.33 Alpha Ratio 1.12 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 21 ₹10,000 31 Mar 22 ₹12,566 31 Mar 23 ₹12,920 31 Mar 24 ₹19,379 31 Mar 25 ₹22,786 31 Mar 26 ₹23,346 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 5.9% 3 Month -1.3% 6 Month -1% 1 Year 12.7% 3 Year 25.2% 5 Year 21.1% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.46 Yr. Trideep Bhattacharya 1 Oct 21 4.5 Yr. Raj Koradia 1 Aug 24 1.66 Yr. Data below for Edelweiss Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.89% Industrials 14.27% Consumer Cyclical 12.93% Basic Materials 10.8% Health Care 8.2% Technology 5.82% Consumer Defensive 4.86% Communication Services 3.08% Energy 2.82% Real Estate 2.07% Utility 1.47% Asset Allocation
Asset Class Value Cash 5.79% Equity 94.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹400 Cr 15,420,551
↑ 4,260,828 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹328 Cr 1,372,945 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹325 Cr 4,417,032 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5406112% ₹282 Cr 3,350,484
↑ 507,903 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹275 Cr 3,454,648 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL2% ₹269 Cr 5,661,327 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹264 Cr 3,120,547 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 22 | APLAPOLLO2% ₹247 Cr 1,276,129
↓ -10,399 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹247 Cr 918,671 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹238 Cr 488,766 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (15 Apr 26) ₹321.26 ↑ 6.67 (2.12 %) Net Assets (Cr) ₹7,280 on 28 Feb 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.77 Information Ratio 0.34 Alpha Ratio 7.09 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,479 31 Mar 23 ₹12,395 31 Mar 24 ₹18,919 31 Mar 25 ₹20,400 31 Mar 26 ₹22,665 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 8.2% 3 Month 3.2% 6 Month 5.8% 1 Year 26.1% 3 Year 26% 5 Year 20.8% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 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% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.75 Yr. Sharmila D’mello 31 Jul 22 3.67 Yr. Data below for ICICI Prudential MidCap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 26.3% Industrials 22.93% Financial Services 21.52% Consumer Cyclical 12.4% Communication Services 6.07% Real Estate 5.07% Energy 2.47% Health Care 1.01% Technology 0.47% Utility 0.14% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322865% ₹310 Cr 2,786,470 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹296 Cr 1,239,860 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹276 Cr 1,425,196 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹272 Cr 1,011,840 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹261 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹261 Cr 824,501 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹221 Cr 3,106,731 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹208 Cr 1,376,584 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5002953% ₹205 Cr 3,128,459 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹201 Cr 1,408,585 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (15 Apr 26) ₹1,397.69 ↑ 24.75 (1.80 %) Net Assets (Cr) ₹13,235 on 28 Feb 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.49 Information Ratio 0.16 Alpha Ratio 2.64 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 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 31 Mar 26 ₹22,051 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.5% 3 Month -0.5% 6 Month -0.8% 1 Year 13.1% 3 Year 24.3% 5 Year 20% 10 Year 15 Year Since launch 23.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.1 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 19.57% Industrials 17.16% Consumer Cyclical 15.4% Health Care 10.25% Basic Materials 9.32% Technology 7.53% Consumer Defensive 6.07% Real Estate 3.07% Utility 2.99% Communication Services 2.8% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹482 Cr 1,070,000
↓ -17,767 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹410 Cr 1,125,000
↓ -36,757 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹329 Cr 11,498,475 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹314 Cr 1,642,029
↑ 40,290 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹270 Cr 10,399,688 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹256 Cr 1,053,586
↑ 822,222 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹254 Cr 945,165 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹253 Cr 6,735,835 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹250 Cr 3,395,879 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹250 Cr 1,080,069
↑ 30,000 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (15 Apr 26) ₹104.343 ↑ 1.37 (1.33 %) Net Assets (Cr) ₹2,341 on 28 Feb 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 1.59 Information Ratio -0.68 Alpha Ratio 2.75 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 21 ₹10,000 31 Mar 22 ₹12,407 31 Mar 23 ₹12,383 31 Mar 24 ₹18,186 31 Mar 25 ₹19,737 31 Mar 26 ₹20,473 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.4% 3 Month 0.9% 6 Month 2.3% 1 Year 13.5% 3 Year 21.1% 5 Year 17.9% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 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% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Pratish Krishnan 29 Nov 25 0.34 Yr. Himanshu Singh 21 Oct 24 1.44 Yr. Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.66% Industrials 17% Consumer Cyclical 15.62% Basic Materials 13.22% Health Care 12.82% Technology 5.7% Real Estate 1.91% Energy 1.73% Consumer Defensive 0.93% Communication Services 0.89% Asset Allocation
Asset Class Value Cash 7.51% Equity 92.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222754% ₹91 Cr 250,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹65 Cr 26,955
↓ -3,045 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹63 Cr 740,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹59 Cr 95,608 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹52 Cr 2,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹49 Cr 2,000,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹48 Cr 300,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹46 Cr 1,200,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹45 Cr 168,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹45 Cr 315,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (15 Apr 26) ₹437.646 ↑ 7.67 (1.78 %) Net Assets (Cr) ₹5,505 on 28 Feb 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.43 Information Ratio -0.61 Alpha Ratio 2 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,283 31 Mar 23 ₹12,268 31 Mar 24 ₹18,600 31 Mar 25 ₹19,858 31 Mar 26 ₹20,243 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.2% 3 Month -1.4% 6 Month 0.8% 1 Year 12.9% 3 Year 21.6% 5 Year 17.8% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.8% 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% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.07 Yr. Data below for TATA Mid Cap Growth Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 23.66% Industrials 13.44% Consumer Cyclical 13.15% Health Care 11.82% Basic Materials 10.8% Technology 5.86% Communication Services 4.71% Consumer Defensive 4.33% Real Estate 2.63% Utility 1.57% Energy 1.21% Asset Allocation
Asset Class Value Cash 6.29% Equity 93.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹160 Cr 800,000
↑ 72,134 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹156 Cr 6,000,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹155 Cr 1,835,455 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹142 Cr 950,000
↑ 200,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹131 Cr 2,300,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Aug 23 | 5348163% ₹130 Cr 3,100,000
↑ 600,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316423% ₹129 Cr 1,750,000
↑ 250,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹128 Cr 1,700,000
↑ 200,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322963% ₹128 Cr 600,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹126 Cr 1,500,000 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (15 Apr 26) ₹776.46 ↑ 16.89 (2.22 %) Net Assets (Cr) ₹6,130 on 28 Feb 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 1.02 Information Ratio -0.93 Alpha Ratio -2.93 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 31 Mar 21 ₹10,000 31 Mar 22 ₹13,072 31 Mar 23 ₹12,330 31 Mar 24 ₹18,069 31 Mar 25 ₹20,190 31 Mar 26 ₹19,759 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 7.5% 3 Month -1.5% 6 Month -1.7% 1 Year 9.8% 3 Year 20.3% 5 Year 17.4% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 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% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.42 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.91% Industrials 16.05% Basic Materials 15.76% Consumer Cyclical 15.68% Technology 9.42% Health Care 7.24% Real Estate 4.82% Utility 2.61% Consumer Defensive 2.32% Communication Services 0.48% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹183 Cr 7,043,431 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹183 Cr 1,225,565 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹176 Cr 539,138 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹174 Cr 342,940 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹169 Cr 2,011,167 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹169 Cr 873,080 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹144 Cr 1,100,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹126 Cr 204,519 Atul Ltd (Basic Materials)
Equity, Since 31 May 20 | ATUL2% ₹126 Cr 197,756 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹124 Cr 1,500,000 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (15 Apr 26) ₹2,641.98 ↑ 63.30 (2.45 %) Net Assets (Cr) ₹12,328 on 28 Feb 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.78 Information Ratio -0.76 Alpha Ratio -6.12 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 21 ₹10,000 31 Mar 22 ₹11,373 31 Mar 23 ₹11,777 31 Mar 24 ₹17,245 31 Mar 25 ₹20,014 31 Mar 26 ₹19,085 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 5.7% 3 Month -3.6% 6 Month -3.9% 1 Year 5.4% 3 Year 20.9% 5 Year 16.6% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.6% 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% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.17 Yr. Sandeep Manam 18 Oct 21 4.45 Yr. Akhil Kalluri 7 Feb 22 4.15 Yr. Data below for Franklin India Prima Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 21.33% Industrials 15.34% Consumer Cyclical 13.73% Basic Materials 11.42% Health Care 10.56% Technology 7.61% Real Estate 5.59% Consumer Defensive 3.69% Communication Services 3.44% Utility 2.02% Energy 1.1% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹332 Cr 11,074,683 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹281 Cr 7,219,684 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹277 Cr 7,413,356 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹268 Cr 1,199,891
↓ -300,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹265 Cr 1,152,885
↑ 100,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹246 Cr 1,295,000
↑ 120,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹231 Cr 31,393,177 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹230 Cr 10,850,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | MFSL2% ₹228 Cr 1,257,487 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹227 Cr 1,631,918 10. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (15 Apr 26) ₹227.953 ↑ 3.95 (1.76 %) Net Assets (Cr) ₹23,154 on 28 Feb 26 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.72 Information Ratio -1.51 Alpha Ratio -6.28 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 21 ₹10,000 31 Mar 22 ₹12,651 31 Mar 23 ₹13,252 31 Mar 24 ₹18,748 31 Mar 25 ₹20,351 31 Mar 26 ₹19,266 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 4.4% 3 Month -1.7% 6 Month -0.8% 1 Year 3.3% 3 Year 15.7% 5 Year 16.5% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 2 Yr. Data below for SBI Magnum Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 24.42% Industrials 16.66% Consumer Cyclical 13.46% Basic Materials 11.32% Utility 6.49% Health Care 6.47% Technology 5.57% Consumer Defensive 4.32% Real Estate 3.33% Communication Services 1.91% Asset Allocation
Asset Class Value Cash 5.93% Equity 93.93% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹757 Cr 5,800,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001034% ₹737 Cr 30,000,000 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | 5099303% ₹674 Cr 1,800,000
↑ 10,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹639 Cr 1,700,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹635 Cr 1,745,454
↑ 55,622 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹603 Cr 3,600,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹591 Cr 1,350,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON3% ₹563 Cr 15,598,584 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5002713% ₹537 Cr 3,600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹518 Cr 225,000 11. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (15 Apr 26) ₹112.63 ↑ 1.90 (1.72 %) Net Assets (Cr) ₹31,977 on 28 Feb 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 1.19 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 21 ₹10,000 31 Mar 22 ₹12,338 31 Mar 23 ₹11,780 31 Mar 24 ₹16,646 31 Mar 25 ₹18,543 31 Mar 26 ₹18,790 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.4% 3 Month 1.7% 6 Month -1.9% 1 Year 11.5% 3 Year 19.6% 5 Year 15.9% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 1% 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.36 Yr. Nitin Arora 3 Aug 23 2.66 Yr. Krishnaa N 1 Mar 24 2.08 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 18.39% Financial Services 18.25% Consumer Cyclical 17.92% Health Care 10.99% Basic Materials 7.64% Technology 6.28% Communication Services 2.92% Real Estate 2.32% Utility 1.4% Energy 0.82% Asset Allocation
Asset Class Value Cash 8.98% Equity 90.74% Debt 0.28% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty April 2026 Future
- | -4% ₹1,105 Cr 492,505
↑ 492,505 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,101 Cr 42,439,122 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹990 Cr 12,447,404
↓ -613,360 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹853 Cr 3,569,065 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹722 Cr 1,982,807 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹649 Cr 1,686,972 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244942% ₹608 Cr 3,795,081
↑ 378,758 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹587 Cr 10,282,877
↓ -529,324 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹542 Cr 2,836,866
↑ 144,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹539 Cr 3,580,468
↓ -120,146
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।
मिड कैप फंड में ऑनलाइन निवेश कैसे करें?
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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