+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 ₹91.5177
↓ -2.23 ₹36,880 -11.9 -12 -7.3 22 24.9 -12.1 Edelweiss Mid Cap Fund Growth ₹99.408
↓ -1.43 ₹13,650 -3.4 -2.6 5.6 24.6 22.9 3.8 Invesco India Mid Cap Fund Growth ₹169.99
↓ -3.24 ₹10,296 -8.8 -7.8 7.2 24.4 21.3 6.3 ICICI Prudential MidCap Fund Growth ₹297.77
↓ -3.49 ₹7,132 -2.9 -2.5 10.6 21 20.6 11.1 Sundaram Mid Cap Fund Growth ₹1,356.29
↓ -20.04 ₹13,293 -4.8 -2.7 6.3 22.8 20.4 4.1 BNP Paribas Mid Cap Fund Growth ₹100.31
↓ -1.35 ₹2,313 -2.1 -1.5 4.6 19.3 19.1 2.5 TATA Mid Cap Growth Fund Growth ₹428.332
↓ -6.81 ₹5,497 -2.3 -2.2 6 20.8 19 5.8 SBI Magnum Mid Cap Fund Growth ₹223.45
↓ -3.83 ₹23,315 -3.6 -6.7 -1.5 16 18.5 0.4 Aditya Birla Sun Life Midcap Fund Growth ₹759.89
↓ -11.46 ₹6,301 -4.9 -5.2 4.5 19.4 18.4 4.4 Franklin India Prima Fund Growth ₹2,636.88
↓ -38.32 ₹12,831 -5.2 -6.4 2 20.4 17.4 1.6 Axis Mid Cap Fund Growth ₹107.21
↓ -1.42 ₹31,717 -6.5 -6.3 3.1 18 16.2 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 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 SBI Magnum Mid Cap Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund Axis Mid Cap Fund Point 1 Highest AUM (₹36,880 Cr). Upper mid AUM (₹13,650 Cr). Lower mid AUM (₹10,296 Cr). Lower mid AUM (₹7,132 Cr). Upper mid AUM (₹13,293 Cr). Bottom quartile AUM (₹2,313 Cr). Bottom quartile AUM (₹5,497 Cr). Upper mid AUM (₹23,315 Cr). Bottom quartile AUM (₹6,301 Cr). Lower mid AUM (₹12,831 Cr). Top quartile AUM (₹31,717 Cr). Point 2 Established history (11+ 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 (20+ yrs). Established history (23+ yrs). Oldest track record among peers (32 yrs). Established history (14+ 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: 24.95% (top quartile). 5Y return: 22.88% (top quartile). 5Y return: 21.32% (upper mid). 5Y return: 20.64% (upper mid). 5Y return: 20.38% (upper mid). 5Y return: 19.06% (lower mid). 5Y return: 19.02% (lower mid). 5Y return: 18.46% (lower mid). 5Y return: 18.40% (bottom quartile). 5Y return: 17.41% (bottom quartile). 5Y return: 16.18% (bottom quartile). Point 6 3Y return: 21.96% (upper mid). 3Y return: 24.61% (top quartile). 3Y return: 24.43% (top quartile). 3Y return: 21.04% (upper mid). 3Y return: 22.76% (upper mid). 3Y return: 19.28% (bottom quartile). 3Y return: 20.79% (lower mid). 3Y return: 16.05% (bottom quartile). 3Y return: 19.44% (lower mid). 3Y return: 20.37% (lower mid). 3Y return: 18.04% (bottom quartile). Point 7 1Y return: -7.31% (bottom quartile). 1Y return: 5.61% (upper mid). 1Y return: 7.18% (top quartile). 1Y return: 10.64% (top quartile). 1Y return: 6.31% (upper mid). 1Y return: 4.61% (lower mid). 1Y return: 6.00% (upper mid). 1Y return: -1.54% (bottom quartile). 1Y return: 4.51% (lower mid). 1Y return: 2.03% (bottom quartile). 1Y return: 3.14% (lower mid). Point 8 Alpha: -18.12 (bottom quartile). Alpha: -1.98 (lower mid). Alpha: 0.00 (upper mid). Alpha: 4.76 (top quartile). Alpha: -1.77 (lower mid). Alpha: -3.59 (lower mid). Alpha: -0.26 (upper mid). Alpha: -5.69 (bottom quartile). Alpha: -1.66 (upper mid). Alpha: -4.31 (bottom quartile). Alpha: 0.00 (top quartile). Point 9 Sharpe: -0.79 (bottom quartile). Sharpe: -0.02 (lower mid). Sharpe: 0.11 (top quartile). Sharpe: 0.33 (top quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.14 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.16 (lower mid). Sharpe: -0.20 (bottom quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: 0.40 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.16 (lower mid). Information ratio: 0.13 (top quartile). Information ratio: -0.91 (bottom quartile). Information ratio: -0.48 (lower mid). Information ratio: -1.17 (bottom quartile). Information ratio: -0.60 (bottom quartile). Information ratio: -0.42 (lower mid). 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
SBI Magnum Mid Cap Fund
Aditya Birla Sun Life Midcap 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 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 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 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 (23 Jan 26) ₹91.5177 ↓ -2.23 (-2.37 %) Net Assets (Cr) ₹36,880 on 31 Dec 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.79 Information Ratio 0.1 Alpha Ratio -18.12 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 Dec 20 ₹10,000 31 Dec 21 ₹15,583 31 Dec 22 ₹17,252 31 Dec 23 ₹24,442 31 Dec 24 ₹38,406 31 Dec 25 ₹33,746 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -8.9% 3 Month -11.9% 6 Month -12% 1 Year -7.3% 3 Year 22% 5 Year 24.9% 10 Year 15 Year Since launch 20.4% 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 Ajay Khandelwal 1 Oct 24 1.25 Yr. Niket Shah 1 Jul 20 5.51 Yr. Rakesh Shetty 22 Nov 22 3.11 Yr. Sunil Sawant 1 Jul 24 1.5 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Technology 34.62% Consumer Cyclical 15.12% Industrials 10.84% Financial Services 10.65% Communication Services 9.14% Real Estate 2.38% Health Care 0.85% Asset Allocation
Asset Class Value Cash 18.4% Equity 81.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,744 Cr 5,969,840
↓ -30,160 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,284 Cr 19,750,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,923 Cr 22,501,127
↑ 21,166 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,914 Cr 60,043,240 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON7% ₹2,541 Cr 2,100,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹2,127 Cr 76,501,000
↓ -33,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹2,004 Cr 9,517,664
↑ 17,664 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,784 Cr 4,000,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,699 Cr 47,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,366 Cr 7,500,000 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (23 Jan 26) ₹99.408 ↓ -1.43 (-1.42 %) Net Assets (Cr) ₹13,650 on 31 Dec 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.02 Information Ratio 0.4 Alpha Ratio -1.98 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹15,026 31 Dec 22 ₹15,381 31 Dec 23 ₹21,291 31 Dec 24 ₹29,572 31 Dec 25 ₹30,687 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.2% 3 Month -3.4% 6 Month -2.6% 1 Year 5.6% 3 Year 24.6% 5 Year 22.9% 10 Year 15 Year Since launch 13.5% 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 1.22 Yr. Trideep Bhattacharya 1 Oct 21 4.25 Yr. Raj Koradia 1 Aug 24 1.42 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 29.72% Consumer Cyclical 14.55% Industrials 13.36% Basic Materials 9.89% Technology 9.35% Health Care 8.08% Consumer Defensive 4.81% Real Estate 2.85% Communication Services 2.39% Energy 2.24% Utility 0.55% Asset Allocation
Asset Class Value Cash 2.21% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹400 Cr 637,288 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹332 Cr 1,995,149
↓ -382,006 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹326 Cr 4,344,867
↑ 967,772 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹306 Cr 274,589 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹302 Cr 1,145,902 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹293 Cr 10,970,839 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹285 Cr 1,559,919 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | IDFCFIRSTB2% ₹279 Cr 32,624,448
↑ 397,200 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹258 Cr 2,008,482
↑ 26,593 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹256 Cr 3,059,155
↓ -296,236 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (23 Jan 26) ₹169.99 ↓ -3.24 (-1.87 %) Net Assets (Cr) ₹10,296 on 31 Dec 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.11 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 Dec 20 ₹10,000 31 Dec 21 ₹14,314 31 Dec 22 ₹14,388 31 Dec 23 ₹19,297 31 Dec 24 ₹27,624 31 Dec 25 ₹29,374 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -8% 3 Month -8.8% 6 Month -7.8% 1 Year 7.2% 3 Year 24.4% 5 Year 21.3% 10 Year 15 Year Since launch 16.3% 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 2.15 Yr. Amit Ganatra 1 Sep 23 2.34 Yr. Data below for Invesco India Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 33.81% Consumer Cyclical 19.69% Health Care 18.14% Industrials 8.13% Real Estate 7.29% Technology 6.39% Basic Materials 3.74% Communication Services 0.31% Asset Allocation
Asset Class Value Cash 2.5% Equity 97.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹596 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406116% ₹590 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹533 Cr 16,854,973 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹529 Cr 13,705,275
↑ 113,616 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹412 Cr 814,012
↑ 389,370 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹405 Cr 2,422,867 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹400 Cr 1,519,233 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹391 Cr 2,451,815 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹381 Cr 3,214,642
↑ 472,531 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹379 Cr 1,864,031 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (23 Jan 26) ₹297.77 ↓ -3.49 (-1.16 %) Net Assets (Cr) ₹7,132 on 31 Dec 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.33 Information Ratio -0.16 Alpha Ratio 4.76 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 Dec 20 ₹10,000 31 Dec 21 ₹14,482 31 Dec 22 ₹14,932 31 Dec 23 ₹19,823 31 Dec 24 ₹25,180 31 Dec 25 ₹27,963 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.5% 3 Month -2.9% 6 Month -2.5% 1 Year 10.6% 3 Year 21% 5 Year 20.6% 10 Year 15 Year Since launch 17.3% 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 3.51 Yr. Sharmila D’mello 31 Jul 22 3.42 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Basic Materials 28.13% Financial Services 21.64% Industrials 20.74% Consumer Cyclical 11.81% Communication Services 8.41% Real Estate 5.96% Health Care 1.26% Technology 0.37% Utility 0.14% Asset Allocation
Asset Class Value Cash 1.52% Equity 98.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹314 Cr 824,501 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹294 Cr 2,786,470 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹276 Cr 247,972 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹276 Cr 3,465,469 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹273 Cr 1,425,196 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹266 Cr 1,011,840 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL4% ₹261 Cr 3,106,731 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹251 Cr 1,376,584 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹239 Cr 1,308,585 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹226 Cr 1,418,018 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (23 Jan 26) ₹1,356.29 ↓ -20.04 (-1.46 %) Net Assets (Cr) ₹13,293 on 31 Dec 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.01 Information Ratio 0.13 Alpha Ratio -1.77 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 Dec 20 ₹10,000 31 Dec 21 ₹13,749 31 Dec 22 ₹14,414 31 Dec 23 ₹20,231 31 Dec 24 ₹26,707 31 Dec 25 ₹27,800 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.9% 3 Month -4.8% 6 Month -2.7% 1 Year 6.3% 3 Year 22.8% 5 Year 20.4% 10 Year 15 Year Since launch 23.3% 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 4.85 Yr. Ratish Varier 24 Feb 21 4.85 Yr. Data below for Sundaram Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 22.43% Consumer Cyclical 15.55% Industrials 14.51% Basic Materials 9.84% Health Care 9.78% Consumer Defensive 6.25% Technology 6.11% Real Estate 3.8% Utility 2.45% Communication Services 2.41% Energy 2.31% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.44% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹513 Cr 1,157,021
↓ -80,512 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹465 Cr 11,544,032
↓ -299,671 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹392 Cr 1,730,022
↓ -1,179 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹363 Cr 1,158,576 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹325 Cr 37,978,844 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹317 Cr 11,865,970 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹307 Cr 6,144,382 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹287 Cr 5,916,197
↑ 274,462 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹275 Cr 3,663,821
↑ 3,467 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5433902% ₹268 Cr 1,468,580 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (23 Jan 26) ₹100.31 ↓ -1.35 (-1.32 %) Net Assets (Cr) ₹2,313 on 31 Dec 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.14 Information Ratio -0.91 Alpha Ratio -3.59 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 Dec 20 ₹10,000 31 Dec 21 ₹14,149 31 Dec 22 ₹14,814 31 Dec 23 ₹19,639 31 Dec 24 ₹25,245 31 Dec 25 ₹25,864 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.6% 3 Month -2.1% 6 Month -1.5% 1 Year 4.6% 3 Year 19.3% 5 Year 19.1% 10 Year 15 Year Since launch 12.4% 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 0.09 Yr. Himanshu Singh 21 Oct 24 1.2 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 23.85% Consumer Cyclical 18.64% Industrials 14.85% Health Care 13.16% Basic Materials 11.57% Technology 7.48% Real Estate 2.4% Energy 2.37% Consumer Defensive 1.23% Communication Services 0.98% Asset Allocation
Asset Class Value Cash 2.59% Equity 96.55% Debt 0.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹78 Cr 250,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 350,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹62 Cr 740,000
↓ -60,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹59 Cr 100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹57 Cr 2,000,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹56 Cr 300,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹55 Cr 30,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹55 Cr 1,100,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹53 Cr 2,000,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹52 Cr 198,000
↑ 115,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (23 Jan 26) ₹428.332 ↓ -6.81 (-1.57 %) Net Assets (Cr) ₹5,497 on 31 Dec 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.07 Information Ratio -0.48 Alpha Ratio -0.26 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 Dec 20 ₹10,000 31 Dec 21 ₹14,002 31 Dec 22 ₹14,086 31 Dec 23 ₹19,797 31 Dec 24 ₹24,291 31 Dec 25 ₹25,703 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.1% 3 Month -2.3% 6 Month -2.2% 1 Year 6% 3 Year 20.8% 5 Year 19% 10 Year 15 Year Since launch 12.6% 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 4.82 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 21.11% Health Care 14.49% Consumer Cyclical 14.13% Industrials 13.74% Basic Materials 11.3% Technology 7.66% Consumer Defensive 3.94% Communication Services 3.6% Real Estate 2.53% Utility 1.75% Energy 1.63% Asset Allocation
Asset Class Value Cash 4.12% Equity 95.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹183 Cr 2,300,000
↑ 200,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹160 Cr 6,000,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹154 Cr 1,835,455
↓ -13,408 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹154 Cr 278,911 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹149 Cr 1,500,000
↓ -200,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹129 Cr 1,001,126 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹126 Cr 4,000,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002712% ₹125 Cr 750,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322962% ₹122 Cr 600,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹118 Cr 1,000,000 8. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (23 Jan 26) ₹223.45 ↓ -3.83 (-1.68 %) Net Assets (Cr) ₹23,315 on 31 Dec 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.29 Information Ratio -1.17 Alpha Ratio -5.69 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 Dec 20 ₹10,000 31 Dec 21 ₹15,225 31 Dec 22 ₹15,688 31 Dec 23 ₹21,094 31 Dec 24 ₹25,385 31 Dec 25 ₹25,479 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.7% 3 Month -3.6% 6 Month -6.7% 1 Year -1.5% 3 Year 16% 5 Year 18.5% 10 Year 15 Year Since launch 16.1% 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 1.75 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 24.99% Consumer Cyclical 15.03% Industrials 13.99% Basic Materials 10.99% Health Care 6.5% Utility 6.27% Technology 4.67% Real Estate 4.64% Consumer Defensive 4.15% Energy 2.14% Communication Services 1.8% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.29% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001034% ₹862 Cr 30,000,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹849 Cr 6,500,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹787 Cr 1,490,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹766 Cr 19,000,000
↓ -3,500,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹723 Cr 1,800,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹721 Cr 27,000,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹713 Cr 1,650,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹662 Cr 4,500,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹598 Cr 225,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433843% ₹589 Cr 22,205,929 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (23 Jan 26) ₹759.89 ↓ -11.46 (-1.49 %) Net Assets (Cr) ₹6,301 on 31 Dec 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.02 Information Ratio -0.6 Alpha Ratio -1.66 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 Dec 20 ₹10,000 31 Dec 21 ₹15,038 31 Dec 22 ₹14,236 31 Dec 23 ₹19,912 31 Dec 24 ₹24,290 31 Dec 25 ₹25,350 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.8% 3 Month -4.9% 6 Month -5.2% 1 Year 4.5% 3 Year 19.4% 5 Year 18.4% 10 Year 15 Year Since launch 20.4% 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 1.17 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 23.83% Consumer Cyclical 16.36% Basic Materials 15.69% Technology 12.42% Industrials 12.16% Health Care 6.94% Real Estate 5.66% Utility 2.28% Consumer Defensive 1.08% Communication Services 1.06% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹219 Cr 2,200,691
↓ -249,309 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹205 Cr 1,225,565 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹200 Cr 7,474,853 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹183 Cr 954,980 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹163 Cr 539,138
↑ 27,073 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹150 Cr 270,985 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹146 Cr 916,888 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹144 Cr 1,100,000 Hexaware Technologies Ltd Ordinary Shares (Technology)
Equity, Since 28 Feb 25 | HEXT2% ₹143 Cr 1,866,233 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹141 Cr 1,500,000 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (23 Jan 26) ₹2,636.88 ↓ -38.32 (-1.43 %) Net Assets (Cr) ₹12,831 on 31 Dec 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.17 Information Ratio -0.42 Alpha Ratio -4.31 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,262 31 Dec 22 ₹13,550 31 Dec 23 ₹18,530 31 Dec 24 ₹24,427 31 Dec 25 ₹24,820 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -6.2% 3 Month -5.2% 6 Month -6.4% 1 Year 2% 3 Year 20.4% 5 Year 17.4% 10 Year 15 Year Since launch 18.9% 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 14.93 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Akhil Kalluri 7 Feb 22 3.9 Yr. Data below for Franklin India Prima Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 21.92% Consumer Cyclical 15.23% Industrials 13.27% Basic Materials 10.51% Health Care 9.62% Technology 8.51% Real Estate 6.06% Consumer Defensive 4.22% Communication Services 3.84% Utility 1.4% Energy 1.2% Asset Allocation
Asset Class Value Cash 4.21% Equity 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹323 Cr 12,074,683
↓ -4,250,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹304 Cr 7,539,186
↓ -1,075,276 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹294 Cr 1,052,885 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹287 Cr 1,499,891 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹269 Cr 31,393,177
↑ 2,500,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹260 Cr 1,631,918 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹241 Cr 542,366
↓ -175,000 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹231 Cr 5,862,280 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹210 Cr 1,257,487 SRF Ltd (Industrials)
Equity, Since 30 Jun 24 | SRF2% ₹210 Cr 682,594
↑ 152,594 11. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (23 Jan 26) ₹107.21 ↓ -1.42 (-1.31 %) Net Assets (Cr) ₹31,717 on 31 Dec 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.2 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 Dec 20 ₹10,000 31 Dec 21 ₹13,993 31 Dec 22 ₹13,283 31 Dec 23 ₹17,214 31 Dec 24 ₹22,380 31 Dec 25 ₹22,604 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.9% 3 Month -6.5% 6 Month -6.3% 1 Year 3.1% 3 Year 18% 5 Year 16.2% 10 Year 15 Year Since launch 17.2% 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 9.11 Yr. Nitin Arora 3 Aug 23 2.41 Yr. Krishnaa N 1 Mar 24 1.84 Yr. Data below for Axis Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.46% Financial Services 18.89% Industrials 18.23% Health Care 9.61% Technology 8.92% Basic Materials 7.83% Communication Services 3.49% Real Estate 3.15% Utility 1.23% Energy 1% Consumer Defensive 0.09% Asset Allocation
Asset Class Value Cash 7.09% Equity 92.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,155 Cr 13,060,764
↑ 633,699 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK3% ₹1,057 Cr 39,590,705
↑ 1,534,029 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹799 Cr 10,812,201 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹795 Cr 713,813 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹686 Cr 3,700,614 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹662 Cr 5,150,285 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹638 Cr 3,503,642
↓ -396,768 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹636 Cr 1,639,295 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5433902% ₹613 Cr 3,359,729 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹610 Cr 2,692,866
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