2021 ರ ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

Updated on April 18, 2026 , 2664 views

ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ತಮ್ಮ ಸಂಚಿತ ನಿಧಿಯ ಹಣವನ್ನು ಹಲವಾರು ಮಧ್ಯಮ ಗಾತ್ರದ ಕಂಪನಿಗಳ ಈಕ್ವಿಟಿ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ದಿಮಾರುಕಟ್ಟೆ ಈ ಕಂಪನಿಗಳ ಬಂಡವಾಳೀಕರಣವು ₹500-₹10 ರ ನಡುವೆ ಇರುತ್ತದೆ,000 ಕೋಟಿಗಳು ಮತ್ತು ಅವರು ದೊಡ್ಡ ಕ್ಯಾಪ್ ಗುಂಪಿನಲ್ಲಿ ಬೆಳೆಯುವ ಮತ್ತು ಭಾಗವಾಗಲು ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿದ್ದಾರೆ. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಕಂಪನಿಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ಅನೇಕ ನಿದರ್ಶನಗಳಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿವೆ. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಕಂಪನಿಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಈ ಕಂಪನಿಗಳು ಗಾತ್ರದಲ್ಲಿ ಚಿಕ್ಕದಾಗಿರುವುದರಿಂದ, ಅವು ಬದಲಾವಣೆಗಳಿಗೆ ಹೊಂದಿಕೊಳ್ಳುತ್ತವೆ. 2021 ರಲ್ಲಿ, ಸೆನ್ಸೆಕ್ಸ್ ಹೊಸ ಮಾನದಂಡವನ್ನು ತಲುಪಿದಾಗ ಹಲವಾರು ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ಸಹ ಉತ್ತಮವಾದ ಕಾರಣದಿಂದ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿದವುಆರ್ಥಿಕ ಪರಿಸ್ಥಿತಿಗಳು. ಮೇಲ್ಭಾಗ ಮತ್ತುಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಮೇಲೆಆಧಾರ 2021 ರ ಕಾರ್ಯಕ್ಷಮತೆಯ (ರಿಟರ್ನ್ಸ್) ಈ ಕೆಳಗಿನಂತಿದೆ.

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ರಿಟರ್ನ್‌ಗಳ ಆಧಾರದ ಮೇಲೆ 2021 ವರ್ಷಕ್ಕೆ ಟಾಪ್ ಮತ್ತು ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
ICICI Prudential MidCap Fund Growth	₹328.86 ↑ 0.96	₹6,569	11.1	27	32.8	3.1	44.8
Invesco India Mid Cap Fund Growth	₹179.25 ↑ 0.28	₹9,895	6.3	43.1	34.1	0.5	43.1
TATA Mid Cap Growth Fund Growth	₹442.909 ↓ -0.34	₹4,993	5.8	22.7	40.5	0.6	40
Aditya Birla Sun Life Midcap Fund Growth	₹794.46 ↑ 4.12	₹5,493	4.4	22	39.9	-5.3	50.4
Sundaram Mid Cap Fund Growth	₹1,421.49 ↑ 2.39	₹11,898	4.1	32	40.4	4.8	37.5
Edelweiss Mid Cap Fund Growth	₹103.197 ↑ 0.29	₹13,554	3.8	38.9	38.4	2.4	50.3
BNP Paribas Mid Cap Fund Growth	₹106.316 ↑ 0.29	₹2,129	2.5	28.5	32.6	4.7	41.5
DSP Midcap Fund Growth	₹149.079 ↑ 0.27	₹17,492	1.7	22.4	38.4	-4.9	28.3
Franklin India Prima Fund Growth	₹2,675.3 ↓ -2.91	₹10,899	1.6	31.8	36.8	2.2	32.6
Axis Mid Cap Fund Growth	₹114.54 ↑ 0.34	₹28,835	1	30	29.6	-5.1	39.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	ICICI Prudential MidCap Fund	Invesco India Mid Cap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund	Sundaram Mid Cap Fund	Edelweiss Mid Cap Fund	BNP Paribas Mid Cap Fund	DSP Midcap Fund	Franklin India Prima Fund	Axis Mid Cap Fund
Point 1	Lower mid AUM (₹6,569 Cr).	Lower mid AUM (₹9,895 Cr).	Bottom quartile AUM (₹4,993 Cr).	Bottom quartile AUM (₹5,493 Cr).	Upper mid AUM (₹11,898 Cr).	Upper mid AUM (₹13,554 Cr).	Bottom quartile AUM (₹2,129 Cr).	Top quartile AUM (₹17,492 Cr).	Upper mid AUM (₹10,899 Cr).	Highest AUM (₹28,835 Cr).
Point 2	Established history (21+ yrs).	Established history (19+ yrs).	Established history (31+ yrs).	Established history (23+ yrs).	Established history (23+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (19+ yrs).	Oldest track record among peers (32 yrs).	Established history (15+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (top quartile).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 21.56% (upper mid).	5Y return: 21.79% (top quartile).	5Y return: 18.12% (lower mid).	5Y return: 18.17% (lower mid).	5Y return: 20.59% (upper mid).	5Y return: 21.67% (top quartile).	5Y return: 18.31% (upper mid).	5Y return: 14.69% (bottom quartile).	5Y return: 17.21% (bottom quartile).	5Y return: 16.30% (bottom quartile).
Point 6	3Y return: 26.71% (top quartile).	3Y return: 26.67% (top quartile).	3Y return: 21.82% (upper mid).	3Y return: 20.97% (bottom quartile).	3Y return: 24.77% (upper mid).	3Y return: 25.79% (upper mid).	3Y return: 21.66% (lower mid).	3Y return: 20.59% (bottom quartile).	3Y return: 21.12% (lower mid).	3Y return: 20.24% (bottom quartile).
Point 7	1Y return: 27.64% (top quartile).	1Y return: 15.97% (top quartile).	1Y return: 13.09% (lower mid).	1Y return: 11.19% (bottom quartile).	1Y return: 13.77% (upper mid).	1Y return: 13.27% (lower mid).	1Y return: 14.07% (upper mid).	1Y return: 14.55% (upper mid).	1Y return: 5.44% (bottom quartile).	1Y return: 12.31% (bottom quartile).
Point 8	Alpha: 8.43 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.90 (bottom quartile).	Alpha: -4.81 (bottom quartile).	Alpha: 0.04 (upper mid).	Alpha: -0.08 (lower mid).	Alpha: 0.48 (top quartile).	Alpha: -0.76 (lower mid).	Alpha: -7.23 (bottom quartile).	Alpha: 0.00 (upper mid).
Point 9	Sharpe: 0.37 (top quartile).	Sharpe: -0.08 (top quartile).	Sharpe: -0.18 (lower mid).	Sharpe: -0.44 (bottom quartile).	Sharpe: -0.12 (upper mid).	Sharpe: -0.12 (upper mid).	Sharpe: -0.09 (upper mid).	Sharpe: -0.17 (lower mid).	Sharpe: -0.58 (bottom quartile).	Sharpe: -0.22 (bottom quartile).
Point 10	Information ratio: 0.42 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.59 (lower mid).	Information ratio: -0.74 (bottom quartile).	Information ratio: 0.22 (upper mid).	Information ratio: 0.31 (top quartile).	Information ratio: -0.49 (lower mid).	Information ratio: -0.60 (bottom quartile).	Information ratio: -0.72 (bottom quartile).	Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹6,569 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.56% (upper mid).
3Y return: 26.71% (top quartile).
1Y return: 27.64% (top quartile).
Alpha: 8.43 (top quartile).
Sharpe: 0.37 (top quartile).
Information ratio: 0.42 (top quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹9,895 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.79% (top quartile).
3Y return: 26.67% (top quartile).
1Y return: 15.97% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.08 (top quartile).
Information ratio: 0.00 (upper mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹4,993 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.12% (lower mid).
3Y return: 21.82% (upper mid).
1Y return: 13.09% (lower mid).
Alpha: -0.90 (bottom quartile).
Sharpe: -0.18 (lower mid).
Information ratio: -0.59 (lower mid).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹5,493 Cr).
Established history (23+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 18.17% (lower mid).
3Y return: 20.97% (bottom quartile).
1Y return: 11.19% (bottom quartile).
Alpha: -4.81 (bottom quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: -0.74 (bottom quartile).

Sundaram Mid Cap Fund

Upper mid AUM (₹11,898 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.59% (upper mid).
3Y return: 24.77% (upper mid).
1Y return: 13.77% (upper mid).
Alpha: 0.04 (upper mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.22 (upper mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,554 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.67% (top quartile).
3Y return: 25.79% (upper mid).
1Y return: 13.27% (lower mid).
Alpha: -0.08 (lower mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.31 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,129 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.31% (upper mid).
3Y return: 21.66% (lower mid).
1Y return: 14.07% (upper mid).
Alpha: 0.48 (top quartile).
Sharpe: -0.09 (upper mid).
Information ratio: -0.49 (lower mid).

DSP Midcap Fund

Top quartile AUM (₹17,492 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.69% (bottom quartile).
3Y return: 20.59% (bottom quartile).
1Y return: 14.55% (upper mid).
Alpha: -0.76 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: -0.60 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹10,899 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.21% (bottom quartile).
3Y return: 21.12% (lower mid).
1Y return: 5.44% (bottom quartile).
Alpha: -7.23 (bottom quartile).
Sharpe: -0.58 (bottom quartile).
Information ratio: -0.72 (bottom quartile).

Axis Mid Cap Fund

Highest AUM (₹28,835 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.30% (bottom quartile).
3Y return: 20.24% (bottom quartile).
1Y return: 12.31% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.00 (upper mid).

2021 ಗಾಗಿ ಟಾಪ್ 10 ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

1. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

Research Highlights for ICICI Prudential MidCap Fund

Lower mid AUM (₹6,569 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.56% (upper mid).
3Y return: 26.71% (top quartile).
1Y return: 27.64% (top quartile).
Alpha: 8.43 (top quartile).
Sharpe: 0.37 (top quartile).
Information ratio: 0.42 (top quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.7%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (20 Apr 26)	₹328.86 ↑ 0.96 (0.29 %)
Net Assets (Cr)	₹6,569 on 31 Mar 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.37
Information Ratio	0.42
Alpha Ratio	8.43
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

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	10.1%
3 Month	9.4%
6 Month	7.5%
1 Year	27.6%
3 Year	26.7%
5 Year	21.6%
10 Year
15 Year
Since launch	17.7%

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	3.75 Yr.
Sharmila D’mello	31 Jul 22	3.67 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Mar 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 \| 532286	5%	₹310 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹296 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹276 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹272 Cr	1,011,840
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹261 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹261 Cr	824,501
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹221 Cr	3,106,731
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹208 Cr	1,376,584
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 500295	3%	₹205 Cr	3,128,459
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹201 Cr	1,408,585

2. Invesco India Mid Cap Fund

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

Lower mid AUM (₹9,895 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.79% (top quartile).
3Y return: 26.67% (top quartile).
1Y return: 15.97% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.08 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding The Federal Bank Ltd (~5.8%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (20 Apr 26)	₹179.25 ↑ 0.28 (0.16 %)
Net Assets (Cr)	₹9,895 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	-0.08
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

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	9.7%
3 Month	3.4%
6 Month	-3.9%
1 Year	16%
3 Year	26.7%
5 Year	21.8%
10 Year
15 Year
Since launch	16.4%

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	2.39 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Mar 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 \| FEDERALBNK	6%	₹579 Cr	22,304,132
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹510 Cr	1,899,237
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹500 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹471 Cr	4,184,252 ↑ 318,653
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹459 Cr	4,774,196
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹426 Cr	16,397,045
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹411 Cr	1,043,041 ↑ 147,708
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| 533519	4%	₹405 Cr	16,854,973
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹397 Cr	1,864,031
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹387 Cr	4,030,589 ↑ 146,776

3. TATA Mid Cap Growth Fund

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

Bottom quartile AUM (₹4,993 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.12% (lower mid).
3Y return: 21.82% (upper mid).
1Y return: 13.09% (lower mid).
Alpha: -0.90 (bottom quartile).
Sharpe: -0.18 (lower mid).
Information ratio: -0.59 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Mankind Pharma Ltd (~3.2%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (20 Apr 26)	₹442.909 ↓ -0.34 (-0.08 %)
Net Assets (Cr)	₹4,993 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.18
Information Ratio	-0.59
Alpha Ratio	-0.9
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

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	7.5%
3 Month	2.2%
6 Month	1.3%
1 Year	13.1%
3 Year	21.8%
5 Year	18.1%
10 Year
15 Year
Since launch	12.7%

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	5.07 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 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 \| MANKIND	3%	₹160 Cr	800,000 ↑ 72,134
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹156 Cr	6,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹155 Cr	1,835,455
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹142 Cr	950,000 ↑ 200,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹131 Cr	2,300,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Aug 23 \| 534816	3%	₹130 Cr	3,100,000 ↑ 600,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Sep 25 \| 531642	3%	₹129 Cr	1,750,000 ↑ 250,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹128 Cr	1,700,000 ↑ 200,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| 532296	3%	₹128 Cr	600,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹126 Cr	1,500,000

4. Aditya Birla Sun Life Midcap Fund

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

Bottom quartile AUM (₹5,493 Cr).
Established history (23+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 18.17% (lower mid).
3Y return: 20.97% (bottom quartile).
1Y return: 11.19% (bottom quartile).
Alpha: -4.81 (bottom quartile).
Sharpe: -0.44 (bottom quartile).
Information ratio: -0.74 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding The Federal Bank Ltd (~3.3%).

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund Growth
Launch Date	3 Oct 02
NAV (20 Apr 26)	₹794.46 ↑ 4.12 (0.52 %)
Net Assets (Cr)	₹5,493 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.44
Information Ratio	-0.74
Alpha Ratio	-4.81
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

Aditya Birla Sun Life Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	9.8%
3 Month	3.4%
6 Month	-0.3%
1 Year	11.2%
3 Year	21%
5 Year	18.2%
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	1.42 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Mar 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 \| FEDERALBNK	3%	₹183 Cr	7,043,431
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| 500271	3%	₹183 Cr	1,225,565
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	3%	₹176 Cr	539,138
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹174 Cr	342,940
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| 540611	3%	₹169 Cr	2,011,167
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	3%	₹169 Cr	873,080
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 19 \| 532779	3%	₹144 Cr	1,100,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jan 25 \| NAVINFLUOR	2%	₹126 Cr	204,519
Atul Ltd (Basic Materials) Equity, Since 31 May 20 \| ATUL	2%	₹126 Cr	197,756
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 31 Aug 20 \| KPRMILL	2%	₹124 Cr	1,500,000

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Upper mid AUM (₹11,898 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.59% (upper mid).
3Y return: 24.77% (upper mid).
1Y return: 13.77% (upper mid).
Alpha: 0.04 (upper mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.22 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (20 Apr 26)	₹1,421.49 ↑ 2.39 (0.17 %)
Net Assets (Cr)	₹11,898 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.12
Information Ratio	0.22
Alpha Ratio	0.04
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

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	8.6%
3 Month	3.5%
6 Month	-0.2%
1 Year	13.8%
3 Year	24.8%
5 Year	20.6%
10 Year
15 Year
Since launch	23.2%

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	5.1 Yr.
Shalav Saket	31 Dec 25	0.25 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Mar 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 \| 500480	4%	₹482 Cr	1,070,000 ↓ -17,767
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹410 Cr	1,125,000 ↓ -36,757
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹329 Cr	11,498,475
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹314 Cr	1,642,029 ↑ 40,290
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹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 \| BSE	2%	₹254 Cr	945,165
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹253 Cr	6,735,835
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹250 Cr	3,395,879
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| 500257	2%	₹250 Cr	1,080,069 ↑ 30,000

6. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

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

Research Highlights for Edelweiss Mid Cap Fund

Upper mid AUM (₹13,554 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.67% (top quartile).
3Y return: 25.79% (upper mid).
1Y return: 13.27% (lower mid).
Alpha: -0.08 (lower mid).
Sharpe: -0.12 (upper mid).
Information ratio: 0.31 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (20 Apr 26)	₹103.197 ↑ 0.29 (0.28 %)
Net Assets (Cr)	₹13,554 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.12
Information Ratio	0.31
Alpha Ratio	-0.08
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

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	8.5%
3 Month	3.1%
6 Month	0.1%
1 Year	13.3%
3 Year	25.8%
5 Year	21.7%
10 Year
15 Year
Since launch	13.6%

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	1.46 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 31 Mar 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 \| FEDERALBNK	3%	₹400 Cr	15,420,551 ↑ 4,260,828
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹328 Cr	1,372,945
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹325 Cr	4,417,032
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 540611	2%	₹282 Cr	3,350,484 ↑ 507,903
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹275 Cr	3,454,648
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹269 Cr	5,661,327
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹264 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹247 Cr	1,276,129 ↓ -10,399
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹247 Cr	918,671
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹238 Cr	488,766

7. BNP Paribas Mid Cap Fund

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

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,129 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.31% (upper mid).
3Y return: 21.66% (lower mid).
1Y return: 14.07% (upper mid).
Alpha: 0.48 (top quartile).
Sharpe: -0.09 (upper mid).
Information ratio: -0.49 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~4.3%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (20 Apr 26)	₹106.316 ↑ 0.29 (0.27 %)
Net Assets (Cr)	₹2,129 on 31 Mar 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.09
Information Ratio	-0.49
Alpha Ratio	0.48
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

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	8.4%
3 Month	5.4%
6 Month	3.7%
1 Year	14.1%
3 Year	21.7%
5 Year	18.3%
10 Year
15 Year
Since launch	12.6%

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	0.34 Yr.
Himanshu Singh	21 Oct 24	1.44 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Mar 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 \| 522275	4%	₹91 Cr	250,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹65 Cr	26,955 ↓ -3,045
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	3%	₹63 Cr	740,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹59 Cr	95,608
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹52 Cr	2,000,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| 500103	2%	₹49 Cr	2,000,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| 524494	2%	₹48 Cr	300,000
National Aluminium Co Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 532234	2%	₹46 Cr	1,200,000
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	2%	₹45 Cr	168,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹45 Cr	315,000

8. DSP Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

Research Highlights for DSP Midcap Fund

Top quartile AUM (₹17,492 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.69% (bottom quartile).
3Y return: 20.59% (bottom quartile).
1Y return: 14.55% (upper mid).
Alpha: -0.76 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: -0.60 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Coforge Ltd (~3.5%).

Below is the key information for DSP Midcap Fund

DSP Midcap Fund Growth
Launch Date	14 Nov 06
NAV (20 Apr 26)	₹149.079 ↑ 0.27 (0.18 %)
Net Assets (Cr)	₹17,492 on 31 Mar 26
Category	Equity - Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	-0.17
Information Ratio	-0.6
Alpha Ratio	-0.76
Min Investment	1,000
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	₹11,300
31 Mar 23	₹10,787
31 Mar 24	₹15,242
31 Mar 25	₹17,118
31 Mar 26	₹17,437

DSP Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for DSP Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	8.5%
3 Month	3.3%
6 Month	-0.1%
1 Year	14.5%
3 Year	20.6%
5 Year	14.7%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.7%
2023	22.4%
2022	38.4%
2021	-4.9%
2020	28.3%
2019	23.6%
2018	9.2%
2017	-10.2%
2016	39.8%
2015	11.4%

Fund Manager information for DSP Midcap Fund

Name	Since	Tenure
Vinit Sambre	1 Jul 12	13.76 Yr.
Abhishek Ghosh	1 Sep 22	3.58 Yr.

Data below for DSP Midcap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	24.13%
Consumer Cyclical	17.41%
Basic Materials	14.35%
Industrials	12.39%
Health Care	10.07%
Technology	7.76%
Communication Services	3.91%
Energy	2.83%
Real Estate	2.27%
Consumer Defensive	0.89%

Asset Allocation

Asset Class	Value
Cash	3.98%
Equity	96.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹606 Cr	5,440,349 ↑ 499,074
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 May 13 \| 524494	3%	₹543 Cr	3,393,501 ↓ -602,706
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jul 25 \| CHOLAFIN	3%	₹471 Cr	3,478,940 ↑ 1,036,100
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| SCHAEFFLER	3%	₹469 Cr	1,220,900 ↓ -44,270
Voltas Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| VOLTAS	3%	₹463 Cr	3,639,527
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 24 \| 532843	3%	₹454 Cr	5,713,758
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Oct 24 \| 532286	3%	₹442 Cr	3,974,101 ↓ -400,344
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 15 \| 500271	3%	₹439 Cr	2,946,419
Coromandel International Ltd (Basic Materials) Equity, Since 30 Sep 14 \| 506395	2%	₹436 Cr	2,282,965
Supreme Industries Ltd (Industrials) Equity, Since 31 Aug 15 \| 509930	2%	₹425 Cr	1,135,100

9. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

Upper mid AUM (₹10,899 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.21% (bottom quartile).
3Y return: 21.12% (lower mid).
1Y return: 5.44% (bottom quartile).
Alpha: -7.23 (bottom quartile).
Sharpe: -0.58 (bottom quartile).
Information ratio: -0.72 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.7%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (20 Apr 26)	₹2,675.3 ↓ -2.91 (-0.11 %)
Net Assets (Cr)	₹10,899 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.58
Information Ratio	-0.72
Alpha Ratio	-7.23
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

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	7.7%
3 Month	0.1%
6 Month	-3.6%
1 Year	5.4%
3 Year	21.1%
5 Year	17.2%
10 Year
15 Year
Since launch	18.8%

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	15.17 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 31 Mar 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 \| FEDERALBNK	3%	₹332 Cr	11,074,683
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹281 Cr	7,219,684
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹277 Cr	7,413,356
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹268 Cr	1,199,891 ↓ -300,000
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹265 Cr	1,152,885 ↑ 100,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹246 Cr	1,295,000 ↑ 120,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 539437	2%	₹231 Cr	31,393,177
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹230 Cr	10,850,000
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹228 Cr	1,257,487
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹227 Cr	1,631,918

10. Axis Mid Cap Fund

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

Highest AUM (₹28,835 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.30% (bottom quartile).
3Y return: 20.24% (bottom quartile).
1Y return: 12.31% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty April 2026 Future (~3.8%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (20 Apr 26)	₹114.54 ↑ 0.34 (0.30 %)
Net Assets (Cr)	₹28,835 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.22
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

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	8.3%
3 Month	5.8%
6 Month	-0.4%
1 Year	12.3%
3 Year	20.2%
5 Year	16.3%
10 Year
15 Year
Since launch	17.4%

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	9.36 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 31 Mar 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 \| FEDERALBNK	4%	₹1,101 Cr	42,439,122
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹990 Cr	12,447,404 ↓ -613,360
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹853 Cr	3,569,065
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹722 Cr	1,982,807
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹649 Cr	1,686,972
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹608 Cr	3,795,081 ↑ 378,758
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹587 Cr	10,282,877 ↓ -529,324
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| 506395	2%	₹542 Cr	2,836,866 ↑ 144,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹539 Cr	3,580,468 ↓ -120,146

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.