+91-22-489139092021 ರ ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
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.
Talk to our investment specialist
ರಿಟರ್ನ್‌ಗಳ ಆಧಾರದ ಮೇಲೆ 2021 ವರ್ಷಕ್ಕೆ ಟಾಪ್ ಮತ್ತು ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) Motilal Oswal Midcap 30 Fund Growth ₹101.72
↑ 0.52 ₹33,053 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹179.51
↑ 0.03 ₹7,406 43.1 34.1 0.5 43.1 24.4 Edelweiss Mid Cap Fund Growth ₹99.428
↑ 0.08 ₹10,988 38.9 38.4 2.4 50.3 26.4 Sundaram Mid Cap Fund Growth ₹1,367.88
↓ -2.60 ₹12,818 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,691.89
↓ -1.17 ₹12,785 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹112.07
↓ -0.16 ₹32,069 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹28.4485
↓ -0.01 ₹345 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹98.8396
↓ -0.31 ₹2,213 28.5 32.6 4.7 41.5 23.1 ICICI Prudential MidCap Fund Growth ₹293.06
↓ -0.01 ₹6,824 27 32.8 3.1 44.8 19.1 UTI Mid Cap Fund Growth ₹296.223
↑ 0.16 ₹12,224 23.3 30.5 -0.8 43.1 32.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund Franklin India Prima Fund Axis Mid Cap Fund IDBI Midcap Fund BNP Paribas Mid Cap Fund ICICI Prudential MidCap Fund UTI Mid Cap Fund Point 1 Highest AUM (₹33,053 Cr). Lower mid AUM (₹7,406 Cr). Lower mid AUM (₹10,988 Cr). Upper mid AUM (₹12,818 Cr). Upper mid AUM (₹12,785 Cr). Top quartile AUM (₹32,069 Cr). Bottom quartile AUM (₹345 Cr). Bottom quartile AUM (₹2,213 Cr). Bottom quartile AUM (₹6,824 Cr). Upper mid AUM (₹12,224 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (14+ yrs). Established history (8+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 33.64% (top quartile). 5Y return: 28.53% (upper mid). 5Y return: 29.36% (top quartile). 5Y return: 26.75% (upper mid). 5Y return: 24.56% (lower mid). 5Y return: 22.50% (bottom quartile). 5Y return: 22.28% (bottom quartile). 5Y return: 24.30% (lower mid). 5Y return: 26.62% (upper mid). 5Y return: 23.12% (bottom quartile). Point 6 3Y return: 27.87% (top quartile). 3Y return: 27.67% (top quartile). 3Y return: 24.30% (upper mid). 3Y return: 23.04% (upper mid). 3Y return: 21.82% (upper mid). 3Y return: 17.90% (bottom quartile). 3Y return: 18.69% (bottom quartile). 3Y return: 19.32% (lower mid). 3Y return: 21.55% (lower mid). 3Y return: 16.17% (bottom quartile). Point 7 1Y return: 3.43% (lower mid). 1Y return: 15.29% (top quartile). 1Y return: 5.68% (top quartile). 1Y return: 4.24% (upper mid). 1Y return: 1.65% (lower mid). 1Y return: 3.74% (upper mid). 1Y return: -3.36% (bottom quartile). 1Y return: -1.64% (bottom quartile). 1Y return: 3.95% (upper mid). 1Y return: -3.08% (bottom quartile). Point 8 Alpha: 3.89 (top quartile). Alpha: 0.00 (lower mid). Alpha: 5.34 (top quartile). Alpha: 2.82 (upper mid). Alpha: 1.66 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.67 (bottom quartile). Alpha: -4.02 (bottom quartile). Alpha: 0.11 (upper mid). Alpha: -1.44 (bottom quartile). Point 9 Sharpe: 0.23 (upper mid). Sharpe: 0.54 (top quartile). Sharpe: 0.33 (top quartile). Sharpe: 0.20 (upper mid). Sharpe: 0.15 (upper mid). Sharpe: 0.07 (lower mid). Sharpe: -0.07 (bottom quartile). Sharpe: -0.18 (bottom quartile). Sharpe: 0.07 (lower mid). Sharpe: -0.01 (bottom quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.34 (top quartile). Information ratio: -0.14 (upper mid). Information ratio: -0.20 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.95 (bottom quartile). Information ratio: -1.28 (bottom quartile). Information ratio: -0.54 (lower mid). Information ratio: -1.84 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
IDBI Midcap Fund
BNP Paribas Mid Cap Fund
ICICI Prudential MidCap Fund
UTI Mid Cap Fund
2021 ಗಾಗಿ ಟಾಪ್ 10 ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (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 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 The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Midcap Fund Below is the key information for IDBI Midcap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on 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 Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI 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 (14 Aug 25) ₹101.72 ↑ 0.52 (0.52 %) Net Assets (Cr) ₹33,053 on 30 Jun 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.23 Information Ratio 0.44 Alpha Ratio 3.89 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.7% 3 Month 2.8% 6 Month 8.6% 1 Year 3.4% 3 Year 27.9% 5 Year 33.6% 10 Year 15 Year Since launch 22.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (14 Aug 25) ₹179.51 ↑ 0.03 (0.02 %) Net Assets (Cr) ₹7,406 on 30 Jun 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.3% 3 Month 10.3% 6 Month 20.6% 1 Year 15.3% 3 Year 27.7% 5 Year 28.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (14 Aug 25) ₹99.428 ↑ 0.08 (0.08 %) Net Assets (Cr) ₹10,988 on 30 Jun 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.33 Information Ratio 0.34 Alpha Ratio 5.34 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.5% 3 Month 4.4% 6 Month 13.5% 1 Year 5.7% 3 Year 24.3% 5 Year 29.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (14 Aug 25) ₹1,367.88 ↓ -2.60 (-0.19 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.4% 3 Month 5.6% 6 Month 13.3% 1 Year 4.2% 3 Year 23% 5 Year 26.8% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (14 Aug 25) ₹2,691.89 ↓ -1.17 (-0.04 %) Net Assets (Cr) ₹12,785 on 30 Jun 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.15 Information Ratio -0.2 Alpha Ratio 1.66 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -3.4% 3 Month 2.6% 6 Month 9.8% 1 Year 1.6% 3 Year 21.8% 5 Year 24.6% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure Data below for Franklin India Prima Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (14 Aug 25) ₹112.07 ↓ -0.16 (-0.14 %) Net Assets (Cr) ₹32,069 on 30 Jun 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.07 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -0.3% 3 Month 5.6% 6 Month 13.4% 1 Year 3.7% 3 Year 17.9% 5 Year 22.5% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Data below for Axis Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (14 Aug 25) ₹28.4485 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹345 on 30 Jun 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.07 Information Ratio -0.95 Alpha Ratio -2.67 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -2.9% 3 Month 2.7% 6 Month 8.3% 1 Year -3.4% 3 Year 18.7% 5 Year 22.3% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.1% 2023 35.9% 2022 -4.1% 2021 36.6% 2020 24.3% 2019 -2.5% 2018 -14.5% 2017 2016 2015 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Data below for IDBI Midcap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (14 Aug 25) ₹98.8396 ↓ -0.31 (-0.32 %) Net Assets (Cr) ₹2,213 on 30 Jun 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.18 Information Ratio -1.28 Alpha Ratio -4.02 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.1% 3 Month 3.3% 6 Month 8.9% 1 Year -1.6% 3 Year 19.3% 5 Year 24.3% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Data below for BNP Paribas Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (14 Aug 25) ₹293.06 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹6,824 on 30 Jun 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.07 Information Ratio -0.54 Alpha Ratio 0.11 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.7% 3 Month 7.1% 6 Month 14.9% 1 Year 4% 3 Year 21.6% 5 Year 26.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (14 Aug 25) ₹296.223 ↑ 0.16 (0.05 %) Net Assets (Cr) ₹12,224 on 30 Jun 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.01 Information Ratio -1.84 Alpha Ratio -1.44 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -2.4% 3 Month 4.6% 6 Month 11.5% 1 Year -3.1% 3 Year 16.2% 5 Year 23.1% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.3% 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Data below for UTI Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Motilal Oswal Midcap 30 Fund