+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 ₹83.0544
↑ 2.04 ₹33,689 -16.9 -19.4 -10.5 19.6 21.2 -12.1 Edelweiss Mid Cap Fund Growth ₹94.015
↑ 2.25 ₹14,355 -9.9 -6.9 3.6 23.6 19.5 3.8 Invesco India Mid Cap Fund Growth ₹160.72
↑ 3.32 ₹10,772 -12.6 -11.5 4.6 24.3 18.8 6.3 ICICI Prudential MidCap Fund Growth ₹293.98
↑ 6.75 ₹7,280 -6.4 -1.7 12.6 23.7 18.6 11.1 Sundaram Mid Cap Fund Growth ₹1,291.99
↑ 28.23 ₹13,235 -10.1 -7.1 3.7 22.6 17.9 4.1 BNP Paribas Mid Cap Fund Growth ₹97.0283
↑ 2.37 ₹2,341 -7.2 -4.1 3.6 19.7 16.3 2.5 TATA Mid Cap Growth Fund Growth ₹406.829
↑ 8.97 ₹5,505 -9.5 -6 3.4 20 16.2 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹713
↑ 15.32 ₹6,130 -11.4 -9.5 -0.7 18.5 15.5 4.4 SBI Magnum Mid Cap Fund Growth ₹212.258
↑ 3.64 ₹23,154 -9.4 -7.6 -4.7 14.8 15 0.4 Franklin India Prima Fund Growth ₹2,450.8
↑ 49.72 ₹12,328 -12.7 -10.4 -3.2 19.3 14.8 1.6 Axis Mid Cap Fund Growth ₹104.75
↑ 2.28 ₹31,977 -7.7 -8.1 2.5 18.5 14.3 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 26 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 BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund SBI Magnum Mid Cap Fund Franklin India Prima Fund Axis Mid Cap Fund Point 1 Highest AUM (₹33,689 Cr). Upper mid AUM (₹14,355 Cr). Lower mid AUM (₹10,772 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). Upper mid AUM (₹23,154 Cr). Lower mid AUM (₹12,328 Cr). Top quartile AUM (₹31,977 Cr). Point 2 Established history (12+ yrs). Established history (18+ 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). Established history (21+ yrs). Oldest track record among peers (32 yrs). Established history (15+ 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: 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: 21.16% (top quartile). 5Y return: 19.51% (top quartile). 5Y return: 18.80% (upper mid). 5Y return: 18.62% (upper mid). 5Y return: 17.93% (upper mid). 5Y return: 16.29% (lower mid). 5Y return: 16.22% (lower mid). 5Y return: 15.53% (lower mid). 5Y return: 15.04% (bottom quartile). 5Y return: 14.82% (bottom quartile). 5Y return: 14.35% (bottom quartile). Point 6 3Y return: 19.55% (lower mid). 3Y return: 23.62% (upper mid). 3Y return: 24.30% (top quartile). 3Y return: 23.71% (top quartile). 3Y return: 22.59% (upper mid). 3Y return: 19.69% (lower mid). 3Y return: 20.05% (upper mid). 3Y return: 18.50% (bottom quartile). 3Y return: 14.82% (bottom quartile). 3Y return: 19.25% (lower mid). 3Y return: 18.46% (bottom quartile). Point 7 1Y return: -10.50% (bottom quartile). 1Y return: 3.64% (upper mid). 1Y return: 4.61% (top quartile). 1Y return: 12.65% (top quartile). 1Y return: 3.66% (upper mid). 1Y return: 3.58% (upper mid). 1Y return: 3.37% (lower mid). 1Y return: -0.70% (lower mid). 1Y return: -4.70% (bottom quartile). 1Y return: -3.22% (bottom quartile). 1Y return: 2.47% (lower mid). Point 8 Alpha: -20.09 (bottom quartile). Alpha: 1.12 (upper mid). Alpha: 0.00 (lower 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: -6.28 (bottom quartile). Alpha: -6.12 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.29 (bottom quartile). Sharpe: 1.33 (upper mid). Sharpe: 1.21 (lower 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: 0.72 (bottom quartile). Sharpe: 0.78 (bottom quartile). Sharpe: 1.19 (lower mid). Point 10 Information ratio: -0.36 (lower mid). Information ratio: 0.33 (top quartile). Information ratio: 0.00 (upper mid). 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: -1.51 (bottom quartile). Information ratio: -0.76 (bottom quartile). Information ratio: 0.00 (upper mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India 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
SBI Magnum Mid Cap Fund
Franklin India Prima 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 (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 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 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 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 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 (24 Mar 26) ₹83.0544 ↑ 2.04 (2.52 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹13,378 28 Feb 23 ₹15,604 29 Feb 24 ₹23,724 28 Feb 25 ₹27,433 28 Feb 26 ₹27,544 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -7% 3 Month -16.9% 6 Month -19.4% 1 Year -10.5% 3 Year 19.6% 5 Year 21.2% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.4% Technology 24.21% Consumer Cyclical 13.87% Industrials 12.43% Communication Services 8.87% Real Estate 3.28% Health Care 1.7% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,575 Cr 23,445,098
↑ 145,940 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,519 Cr 61,413,395
↑ 27,423 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹2,154 Cr 87,473,898
↑ 1,248,071 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | 5175696% ₹2,115 Cr 4,163,056
↑ 78,506 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹2,087 Cr 4,409,726
↓ -1,208,517 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,050 Cr 17,292,000
↓ -2,708,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL6% ₹1,910 Cr 55,459,381
↑ 4,035,398 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,782 Cr 9,483,812
↓ -33,852 Nifty March 2026 Future
- | -5% ₹1,731 Cr 683,280
↑ 683,280 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,444 Cr 1,371,457
↓ -126,350 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (24 Mar 26) ₹94.015 ↑ 2.25 (2.45 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,244 28 Feb 23 ₹13,055 29 Feb 24 ₹19,720 28 Feb 25 ₹21,295 28 Feb 26 ₹26,435 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8.7% 3 Month -9.9% 6 Month -6.9% 1 Year 3.6% 3 Year 23.6% 5 Year 19.5% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.38 Yr. Trideep Bhattacharya 1 Oct 21 4.41 Yr. Raj Koradia 1 Aug 24 1.58 Yr. Data below for Edelweiss Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.15% Industrials 13.9% Consumer Cyclical 13.5% Basic Materials 11.16% Health Care 8.33% Technology 5.74% Consumer Defensive 4.88% Communication Services 3.24% Energy 2.94% Real Estate 2.24% Utility 1.67% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | MARICO2% ₹348 Cr 4,417,032 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹335 Cr 1,372,945 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹335 Cr 11,159,723 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS2% ₹326 Cr 3,454,648 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB2% ₹309 Cr 3,120,547 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 22 | APLAPOLLO2% ₹287 Cr 1,286,528 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5394372% ₹283 Cr 38,471,898
↑ 5,202,889 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL2% ₹274 Cr 5,661,327
↑ 266,825 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | AUBANK2% ₹272 Cr 2,842,581
↑ 483,803 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 19 | JKCEMENT2% ₹253 Cr 447,202
↑ 75,771 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (24 Mar 26) ₹160.72 ↑ 3.32 (2.11 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,929 28 Feb 23 ₹12,464 29 Feb 24 ₹18,552 28 Feb 25 ₹20,486 28 Feb 26 ₹25,734 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.8% 3 Month -12.6% 6 Month -11.5% 1 Year 4.6% 3 Year 24.3% 5 Year 18.8% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.31 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.98% Health Care 19.6% Consumer Cyclical 17.71% Industrials 9.84% Real Estate 7.99% Technology 5.07% Basic Materials 4.16% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹669 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK5% ₹569 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹538 Cr 3,865,599
↑ 311,192 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹521 Cr 4,774,196 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹514 Cr 1,899,237
↑ 380,004 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹495 Cr 16,397,045
↑ 1,466,599 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹479 Cr 16,854,973 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹448 Cr 2,468,180 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹442 Cr 3,883,813
↑ 645,247 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹432 Cr 895,333
↑ 81,321 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (24 Mar 26) ₹293.98 ↑ 6.75 (2.35 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,990 28 Feb 23 ₹12,607 29 Feb 24 ₹18,989 28 Feb 25 ₹19,219 28 Feb 26 ₹25,523 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8% 3 Month -6.4% 6 Month -1.7% 1 Year 12.6% 3 Year 23.7% 5 Year 18.6% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 27% 2022 32.8% 2021 3.1% 2020 44.8% 2019 19.1% 2018 -0.6% 2017 -10.8% 2016 42.9% 2015 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.67 Yr. Sharmila D’mello 31 Jul 22 3.58 Yr. Data below for ICICI Prudential MidCap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 27.56% Industrials 23.51% Financial Services 20.83% Consumer Cyclical 12.86% Communication Services 5.72% Real Estate 5.42% Health Care 1.8% Technology 0.46% Utility 0.15% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL5% ₹347 Cr 2,786,470 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹318 Cr 1,425,196 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹303 Cr 1,239,860 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹295 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN4% ₹276 Cr 824,501 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹274 Cr 1,011,840 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹241 Cr 3,106,731 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 24 | VEDL3% ₹225 Cr 3,128,459 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BHARATFORG3% ₹225 Cr 1,174,895 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹221 Cr 1,376,584 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (24 Mar 26) ₹1,291.99 ↑ 28.23 (2.23 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,756 28 Feb 23 ₹12,516 29 Feb 24 ₹19,012 28 Feb 25 ₹19,816 28 Feb 26 ₹24,742 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8.9% 3 Month -10.1% 6 Month -7.1% 1 Year 3.7% 3 Year 22.6% 5 Year 17.9% 10 Year 15 Year Since launch 22.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.01 Yr. Shalav Saket 31 Dec 25 0.16 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 21.22% Industrials 16.23% Consumer Cyclical 15.62% Health Care 9.91% Basic Materials 9.67% Technology 6.68% Consumer Defensive 6.25% Real Estate 3.53% Utility 2.73% Communication Services 2.71% Energy 2.08% Asset Allocation
Asset Class Value Cash 3.27% Equity 96.71% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹533 Cr 1,087,767
↓ -31,544 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹447 Cr 1,161,757
↓ -29,598 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹430 Cr 11,498,475
↓ -13,029 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹356 Cr 1,601,739 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹312 Cr 10,399,688
↓ -182,738 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹283 Cr 2,859,289 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹281 Cr 38,278,844
↑ 300,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹276 Cr 6,735,835 Jindal Steel Ltd (Basic Materials)
Equity, Since 30 Nov 20 | JINDALSTEL2% ₹276 Cr 2,219,329
↓ -160,889 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹275 Cr 6,264,200 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (24 Mar 26) ₹97.0283 ↑ 2.37 (2.51 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,180 28 Feb 23 ₹12,632 29 Feb 24 ₹18,532 28 Feb 25 ₹18,890 28 Feb 26 ₹23,019 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8% 3 Month -7.2% 6 Month -4.1% 1 Year 3.6% 3 Year 19.7% 5 Year 16.3% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Pratish Krishnan 29 Nov 25 0.25 Yr. Himanshu Singh 21 Oct 24 1.36 Yr. Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 24.67% Industrials 17.73% Consumer Cyclical 17.23% Basic Materials 12.25% Health Care 12.21% Technology 5.57% Energy 2.06% Real Estate 1.91% Consumer Defensive 1.03% Communication Services 0.86% Asset Allocation
Asset Class Value Cash 3.61% Equity 95.54% Debt 0.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D4% ₹96 Cr 250,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹77 Cr 30,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹73 Cr 740,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK3% ₹60 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹60 Cr 95,608
↓ -4,392 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | BHEL2% ₹53 Cr 2,000,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹48 Cr 1,100,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN2% ₹47 Cr 85,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹47 Cr 315,000
↓ -35,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | IPCALAB2% ₹46 Cr 300,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (24 Mar 26) ₹406.829 ↑ 8.97 (2.25 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,111 28 Feb 23 ₹12,607 29 Feb 24 ₹19,047 28 Feb 25 ₹18,925 28 Feb 26 ₹23,269 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8.3% 3 Month -9.5% 6 Month -6% 1 Year 3.4% 3 Year 20% 5 Year 16.2% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.98 Yr. Data below for TATA Mid Cap Growth Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.99% Industrials 14.07% Consumer Cyclical 13.92% Health Care 12.49% Basic Materials 10.96% Technology 5.83% Consumer Defensive 3.91% Communication Services 3.9% Real Estate 2.29% Utility 1.68% Energy 1.43% Asset Allocation
Asset Class Value Cash 6.53% Equity 93.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB3% ₹182 Cr 1,835,455 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹180 Cr 6,000,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹164 Cr 727,866
↑ 200,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹147 Cr 2,300,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | AUBANK3% ₹144 Cr 1,500,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹144 Cr 1,500,000
↑ 900,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL2% ₹136 Cr 750,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | GLENMARK2% ₹128 Cr 600,000 One97 Communications Ltd (Technology)
Equity, Since 31 Dec 25 | 5433962% ₹121 Cr 1,100,000
↑ 250,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹119 Cr 1,001,126 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (24 Mar 26) ₹713 ↑ 15.32 (2.20 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,955 28 Feb 23 ₹12,875 29 Feb 24 ₹18,472 28 Feb 25 ₹18,999 28 Feb 26 ₹22,630 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -8.8% 3 Month -11.4% 6 Month -9.5% 1 Year -0.7% 3 Year 18.5% 5 Year 15.5% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 22% 2022 39.9% 2021 -5.3% 2020 50.4% 2019 15.5% 2018 -3.7% 2017 -16% 2016 44.8% 2015 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.33 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 23.42% Consumer Cyclical 17.16% Basic Materials 15.95% Industrials 14.62% Technology 9.55% Health Care 6.92% Real Estate 5% Utility 2.81% Consumer Defensive 1.92% Communication Services 0.84% Asset Allocation
Asset Class Value Cash 1.79% Equity 98.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | MFSL4% ₹222 Cr 1,225,565 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹211 Cr 7,043,431 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹195 Cr 873,080 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹194 Cr 342,940 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | AUBANK3% ₹193 Cr 2,011,167 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | TORNTPOWER3% ₹172 Cr 1,100,000 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹168 Cr 539,138 KEI Industries Ltd (Industrials)
Equity, Since 31 May 25 | 5175692% ₹143 Cr 281,334 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹135 Cr 1,500,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Jun 25 | DIXON2% ₹133 Cr 126,270
↑ 5,845 9. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (24 Mar 26) ₹212.258 ↑ 3.64 (1.74 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,544 28 Feb 23 ₹13,700 29 Feb 24 ₹18,827 28 Feb 25 ₹19,322 28 Feb 26 ₹22,075 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.8% 3 Month -9.4% 6 Month -7.6% 1 Year -4.7% 3 Year 14.8% 5 Year 15% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 20.3% 2022 34.5% 2021 3% 2020 52.2% 2019 30.4% 2018 0.1% 2017 -18% 2016 33.5% 2015 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.91 Yr. Data below for SBI Magnum Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.67% Industrials 15.88% Consumer Cyclical 14.11% Basic Materials 9.75% Utility 6.56% Health Care 5.28% Technology 4.58% Real Estate 4.18% Consumer Defensive 4.06% Energy 1.89% Communication Services 1.85% Asset Allocation
Asset Class Value Cash 6.07% Equity 93.8% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | TORNTPOWER4% ₹909 Cr 5,800,000
↓ -700,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | BHEL3% ₹795 Cr 30,000,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹744 Cr 1,700,000
↑ 50,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹744 Cr 1,350,000
↓ -140,000 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | SUPREMEIND3% ₹712 Cr 1,790,000
↑ 390,250 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹711 Cr 19,000,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | BHARATFORG3% ₹688 Cr 3,600,000
↓ -900,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | MFSL3% ₹653 Cr 3,600,000
↑ 600,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹651 Cr 1,689,832
↓ -110,168 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹627 Cr 20,905,000
↓ -6,095,000 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (24 Mar 26) ₹2,450.8 ↑ 49.72 (2.07 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,156 28 Feb 23 ₹11,889 29 Feb 24 ₹17,361 28 Feb 25 ₹18,581 28 Feb 26 ₹21,529 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -9.4% 3 Month -12.7% 6 Month -10.4% 1 Year -3.2% 3 Year 19.3% 5 Year 14.8% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.09 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Akhil Kalluri 7 Feb 22 4.06 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 11. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (24 Mar 26) ₹104.75 ↑ 2.28 (2.23 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,184 28 Feb 23 ₹12,206 29 Feb 24 ₹16,720 28 Feb 25 ₹17,650 28 Feb 26 ₹21,316 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 26 Duration Returns 1 Month -7.7% 3 Month -7.7% 6 Month -8.1% 1 Year 2.5% 3 Year 18.5% 5 Year 14.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 1% 2023 30% 2022 29.6% 2021 -5.1% 2020 39.9% 2019 26% 2018 11.3% 2017 3.5% 2016 42% 2015 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.27 Yr. Nitin Arora 3 Aug 23 2.58 Yr. Krishnaa N 1 Mar 24 2 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Industrials 19.08% Financial Services 18.53% Health Care 10.24% Basic Materials 7.85% Technology 5.6% Communication Services 2.86% Real Estate 2.5% Utility 1.51% Energy 1.1% Asset Allocation
Asset Class Value Cash 7.94% Equity 91.83% Debt 0.2% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,273 Cr 42,439,122
↑ 2,848,417 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,231 Cr 13,060,764 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹872 Cr 3,569,065 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹763 Cr 1,982,807
↑ 116,524 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹735 Cr 1,686,972
↑ 80,977 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL2% ₹721 Cr 10,812,201 Nifty Bank Future Mar 26
- | -2% ₹630 Cr 103,380
↑ 103,380 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | PHOENIXLTD2% ₹614 Cr 3,700,614 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL2% ₹598 Cr 2,692,866 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TVSMOTOR2% ₹580 Cr 1,498,641
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