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ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ಗಾಗಿ ಹುಡುಕುತ್ತಿದ್ದೇವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು? ಅಲ್ಲದೆ, ಅನೇಕ ಹೂಡಿಕೆದಾರರು ಕಡೆಗೆ ಒಲವು ತೋರುತ್ತಿದ್ದಾರೆಹೂಡಿಕೆ ಮಿಡ್-ಕ್ಯಾಪ್ಗಳಲ್ಲಿ ಏಕೆಂದರೆ ಅವುಗಳನ್ನು ಭವಿಷ್ಯ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆಮಾರುಕಟ್ಟೆ ನಾಯಕರು. ಯಾವಾಗ ಒಂದುಹೂಡಿಕೆದಾರ ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಮಿಡ್-ಕ್ಯಾಪ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ, ಅವರು ನಾಳೆಯ ರನ್ವೇ ಯಶಸ್ಸು ಎಂದು ಅವರು ಭಾವಿಸುವ ಕಂಪನಿಗಳಿಗೆ ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆ.
ಸಾಂಪ್ರದಾಯಿಕವಾಗಿ, ಮಿಡ್-ಕ್ಯಾಪ್ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಮಧ್ಯಮ ಗಾತ್ರದ ಕಂಪನಿಗಳಾಗಿವೆ, ಅದು ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿದರೆ ಮತ್ತು ಉತ್ತಮ ವ್ಯಾಪಾರ ತಂತ್ರವನ್ನು ಹೊಂದಿದ್ದರೆ ನಾಳೆಯ ನಾಯಕರು ಅಥವಾ ದೊಡ್ಡ-ಕ್ಯಾಪ್ಗಳು (ಕೆಲವು ದೇಶಗಳು ಸಹಕರೆ ಮಾಡಿ ಅವುಗಳನ್ನು ದೈತ್ಯ ಕ್ಯಾಪ್ಸ್).
ಸರಿಯಾದ ವ್ಯಾಪಾರ ತಂತ್ರದೊಂದಿಗೆ, ಕಾರ್ಯಗತಗೊಳಿಸಲು ಉತ್ತಮ ನಿರ್ವಹಣೆ ಮತ್ತು ಬದಲಾವಣೆಗಳ ಕಡೆಗೆ ವೇಗವುಳ್ಳವು ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ವೇಗವಾಗಿ ಬೆಳೆಯುವಂತೆ ಮಾಡುತ್ತದೆ. ದೊಡ್ಡ-ಕ್ಯಾಪ್ಗಳಿಗಿಂತ ಹೆಚ್ಚಿನ ಲಾಭಗಳನ್ನು ಗಳಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆಗಾಗಿ ಮಿಡ್-ಕ್ಯಾಪ್ಗಳತ್ತ ನೋಡುತ್ತಾರೆ, ಆದಾಗ್ಯೂ, ಇದು ಹೆಚ್ಚಿನ ಅಪಾಯದೊಂದಿಗೆ (ಅಥವಾ ಚಂಚಲತೆ) ಬರುತ್ತದೆ.
ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳಂತಹ ಸಾಂಸ್ಥಿಕ ಹೂಡಿಕೆದಾರರು ಮತ್ತು ವಿದೇಶಿ ಸಾಂಸ್ಥಿಕ ಹೂಡಿಕೆದಾರರು (ಎಫ್ಐಐ) ಟಾಪ್ ಮಿಡ್ ಕ್ಯಾಪ್ಗಳಲ್ಲಿ ಹೆಚ್ಚು ಹೂಡಿಕೆ ಮಾಡುತ್ತಿದ್ದಾರೆ ಮತ್ತುಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ತಮ್ಮ ಲಾಭಗಳನ್ನು ಹೆಚ್ಚಿಸಲು.
ನೀವು ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು
ಕೆಲವುಹೂಡಿಕೆಯ ಪ್ರಯೋಜನಗಳು ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು:
- ದೀರ್ಘಾವಧಿಯ ಹಿಡುವಳಿ ಹೊಂದಿರುವ ದೊಡ್ಡ ಕ್ಯಾಪ್ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಅವುಗಳು ಬಲವಾದ ಸಂಪತ್ತು ಬೇರಿಂಗ್ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ; ಬುಲಿಶ್ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಮತ್ತು ಮಾರುಕಟ್ಟೆಗಳು ದೀರ್ಘಕಾಲದವರೆಗೆ ಏರುಗತಿಯಲ್ಲಿದ್ದಾಗ ಅವು ಸಾಮಾನ್ಯವಾಗಿ ಎರಡನೆಯದಕ್ಕಿಂತ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತವೆ.
- ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ದೊಡ್ಡ ಕ್ಯಾಪ್ಗಳಿಗಿಂತ ಬೆಳವಣಿಗೆಗೆ ಹೆಚ್ಚಿನ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ.
- ಅಂತಹ ಸಂಸ್ಥೆಗಳು ಮಾರುಕಟ್ಟೆಯಲ್ಲಿನ ಹೊಸ ಆವಿಷ್ಕಾರಗಳು ಮತ್ತು ಬದಲಾವಣೆಗಳಿಗೆ ವೇಗವಾಗಿ ಪ್ರತಿಕ್ರಿಯಿಸುತ್ತವೆ, ಏಕೆಂದರೆ ಅವುಗಳು ಹೆಚ್ಚು ಗಮನಹರಿಸುತ್ತವೆ, ತಮ್ಮ ನೆಲೆಯಲ್ಲಿ ಪರಿಣತಿಯನ್ನು ಹೊಂದಿವೆ ಮತ್ತು ವೇಗವುಳ್ಳ ಪಾದವನ್ನು ಹೊಂದಿರುತ್ತವೆ.
- ಮಿಡ್-ಕ್ಯಾಪ್ ಷೇರುಗಳು ಚಂಚಲತೆಯಲ್ಲಿ ಕಡಿಮೆಸಣ್ಣ ಕ್ಯಾಪ್ ಷೇರುಗಳು.
- ವೇಗವಾಗಿ ಬೆಳೆಯುವ ಅವರ ಸಾಮರ್ಥ್ಯದಿಂದಾಗಿ, ಅವುಗಳು ಹೆಚ್ಚಾಗಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತವೆದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ.
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ಮಿಡ್ಕ್ಯಾಪ್ ಫಂಡ್ಗಳ ಪ್ರಯೋಜನಗಳು
ನಾವು ದೀರ್ಘಾವಧಿಯನ್ನು ಪರಿಗಣಿಸಿದರೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳ ಇತಿಹಾಸ, ನಂತರ ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಸ್ಥಿರವಾಗಿ ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳನ್ನು ಮೀರಿಸುತ್ತವೆ. ವಾಸ್ತವವಾಗಿ, ನಿಧಿಯ ಸ್ವರೂಪವು ಅದರ ಪ್ರವೃತ್ತಿಯು ಶೀಘ್ರದಲ್ಲೇ ಬದಲಾಗುವುದಿಲ್ಲ.
ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳನ್ನು ಸ್ಟಾಕ್ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ತುಲನಾತ್ಮಕವಾಗಿ ಅನುಸರಿಸಲಾಗುವುದಿಲ್ಲ. ಇದು ಹೂಡಿಕೆದಾರರಿಗೆ ಈ ನಿಧಿಗಳನ್ನು ಬಳಸಿಕೊಂಡು ತಮ್ಮ ಹೂಡಿಕೆಗಳಲ್ಲಿ ತ್ವರಿತ ಬೆಳವಣಿಗೆಯನ್ನು ಪಡೆಯಲು ದೊಡ್ಡ ಅವಕಾಶವನ್ನು ಒದಗಿಸುತ್ತದೆ.
FY 22 - 23 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಟಾಪ್ 11 ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹91.5629
↑ 0.05 ₹36,880 -12.8 -9.5 -3.2 22.7 25.5 -12.1 Edelweiss Mid Cap Fund Growth ₹100.116
↑ 0.71 ₹13,650 -3.3 0.1 11 25.7 23.5 3.8 Invesco India Mid Cap Fund Growth ₹170.49
↑ 0.50 ₹10,296 -8.7 -5.7 12.4 25.5 21.7 6.3 ICICI Prudential MidCap Fund Growth ₹300.92
↑ 3.15 ₹7,132 -2.7 0.8 17.2 22.5 21.5 11.1 Sundaram Mid Cap Fund Growth ₹1,361.02
↑ 4.73 ₹13,293 -5.2 -0.8 11.5 24 21.1 4.1 BNP Paribas Mid Cap Fund Growth ₹100.895
↑ 0.59 ₹2,313 -2.1 0.6 9.8 20.5 19.8 2.5 TATA Mid Cap Growth Fund Growth ₹430.008
↑ 1.68 ₹5,497 -2.2 -0.4 10.9 22.3 19.6 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹761.89
↑ 2.00 ₹6,301 -5.1 -3.5 9.2 20.4 19.1 4.4 SBI Magnum Mid Cap Fund Growth ₹224.324
↑ 0.87 ₹23,315 -3.5 -3.8 2.2 16.7 19 0.4 Franklin India Prima Fund Growth ₹2,641.57
↑ 4.69 ₹12,831 -5.6 -4.3 6.5 21.5 18.2 1.6 Axis Mid Cap Fund Growth ₹107.82
↑ 0.61 ₹31,717 -6.7 -4.5 8 19 16.8 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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 Aditya Birla Sun Life Midcap Fund SBI Magnum Mid Cap 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). Bottom quartile AUM (₹6,301 Cr). Upper mid AUM (₹23,315 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 (23+ yrs). Established history (20+ 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: 25.51% (top quartile). 5Y return: 23.49% (top quartile). 5Y return: 21.73% (upper mid). 5Y return: 21.46% (upper mid). 5Y return: 21.05% (upper mid). 5Y return: 19.76% (lower mid). 5Y return: 19.56% (lower mid). 5Y return: 19.06% (lower mid). 5Y return: 19.00% (bottom quartile). 5Y return: 18.23% (bottom quartile). 5Y return: 16.76% (bottom quartile). Point 6 3Y return: 22.67% (upper mid). 3Y return: 25.71% (top quartile). 3Y return: 25.50% (top quartile). 3Y return: 22.46% (upper mid). 3Y return: 24.01% (upper mid). 3Y return: 20.45% (lower mid). 3Y return: 22.31% (lower mid). 3Y return: 20.41% (bottom quartile). 3Y return: 16.74% (bottom quartile). 3Y return: 21.53% (lower mid). 3Y return: 19.04% (bottom quartile). Point 7 1Y return: -3.17% (bottom quartile). 1Y return: 11.00% (upper mid). 1Y return: 12.38% (top quartile). 1Y return: 17.25% (top quartile). 1Y return: 11.46% (upper mid). 1Y return: 9.81% (lower mid). 1Y return: 10.94% (upper mid). 1Y return: 9.21% (lower mid). 1Y return: 2.17% (bottom quartile). 1Y return: 6.54% (bottom quartile). 1Y return: 7.99% (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: -1.66 (upper mid). Alpha: -5.69 (bottom quartile). 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: -0.01 (upper mid). Sharpe: -0.29 (bottom quartile). 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: -0.60 (bottom quartile). Information ratio: -1.17 (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
Aditya Birla Sun Life Midcap Fund
SBI Magnum Mid Cap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
*ಮೇಲಿನ ಪಟ್ಟಿಮಿಡ್ ಕ್ಯಾಪ್ ಕನಿಷ್ಠ ಹೊಂದಿರುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು200 ಕೋಟಿ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳು / ನಿರ್ವಹಣೆ ಅಡಿಯಲ್ಲಿ ಸ್ವತ್ತುಗಳು (AUM), ವಿಂಗಡಿಸಲಾಗಿದೆ5 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Research Highlights for Axis Mid Cap Fund Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (27 Jan 26) ₹91.5629 ↑ 0.05 (0.05 %) 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -7.6% 3 Month -12.8% 6 Month -9.5% 1 Year -3.2% 3 Year 22.7% 5 Year 25.5% 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 Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Jan 26) ₹100.116 ↑ 0.71 (0.71 %) 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 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -3.8% 3 Month -3.3% 6 Month 0.1% 1 Year 11% 3 Year 25.7% 5 Year 23.5% 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 Data below for Edelweiss Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Jan 26) ₹170.49 ↑ 0.50 (0.29 %) 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 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.9% 3 Month -8.7% 6 Month -5.7% 1 Year 12.4% 3 Year 25.5% 5 Year 21.7% 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 Data below for Invesco India Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (27 Jan 26) ₹300.92 ↑ 3.15 (1.06 %) 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 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4% 3 Month -2.7% 6 Month 0.8% 1 Year 17.2% 3 Year 22.5% 5 Year 21.5% 10 Year 15 Year Since launch 17.4% 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 Data below for ICICI Prudential MidCap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Jan 26) ₹1,361.02 ↑ 4.73 (0.35 %) 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.8% 3 Month -5.2% 6 Month -0.8% 1 Year 11.5% 3 Year 24% 5 Year 21.1% 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 Data below for Sundaram Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (27 Jan 26) ₹100.895 ↑ 0.59 (0.58 %) 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 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -3.2% 3 Month -2.1% 6 Month 0.6% 1 Year 9.8% 3 Year 20.5% 5 Year 19.8% 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 Data below for BNP Paribas Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Jan 26) ₹430.008 ↑ 1.68 (0.39 %) 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 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.1% 3 Month -2.2% 6 Month -0.4% 1 Year 10.9% 3 Year 22.3% 5 Year 19.6% 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 Data below for TATA Mid Cap Growth Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (27 Jan 26) ₹761.89 ↑ 2.00 (0.26 %) 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 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5% 3 Month -5.1% 6 Month -3.5% 1 Year 9.2% 3 Year 20.4% 5 Year 19.1% 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 Data below for Aditya Birla Sun Life Midcap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (27 Jan 26) ₹224.324 ↑ 0.87 (0.39 %) 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 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.1% 3 Month -3.5% 6 Month -3.8% 1 Year 2.2% 3 Year 16.7% 5 Year 19% 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 Data below for SBI Magnum Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (27 Jan 26) ₹2,641.57 ↑ 4.69 (0.18 %) 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.7% 3 Month -5.6% 6 Month -4.3% 1 Year 6.5% 3 Year 21.5% 5 Year 18.2% 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 Data below for Franklin India Prima Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (27 Jan 26) ₹107.82 ↑ 0.61 (0.57 %) 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 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.6% 3 Month -6.7% 6 Month -4.5% 1 Year 8% 3 Year 19% 5 Year 16.8% 10 Year 15 Year Since launch 17.3% 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 Data below for Axis Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳನ್ನು ಆಯ್ಕೆಮಾಡುವಾಗ ನೋಡಬೇಕಾದ ನಿಯತಾಂಕಗಳು
ಹೂಡಿಕೆ ಮಾಡಲು ಸರಿಯಾದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆಮಾಡುವಾಗ ಹೂಡಿಕೆದಾರರು ನೋಡಬೇಕಾದ ಕೆಲವು ಪ್ರಮುಖ ಗುಣಾತ್ಮಕ ಮತ್ತು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳಿವೆ. ಯೋಜನೆ ಅಥವಾ ಮ್ಯೂಚುಯಲ್ನಿಧಿಯ ರೇಟಿಂಗ್ ಪ್ರಾರಂಭಿಸಲು ಉತ್ತಮವಾಗಿರಬೇಕು. ಇದು AUM (ನಿರ್ವಹಣೆಯ ಅಡಿಯಲ್ಲಿ ಆಸ್ತಿಗಳು), ನಿಧಿಯ ವಯಸ್ಸು, ಹಿಂದಿನ ಆದಾಯಗಳು, ವೆಚ್ಚದ ಅನುಪಾತ, ಇತ್ಯಾದಿಗಳಂತಹ ಇತರ ಡೇಟಾದೊಂದಿಗೆ ಪೂರಕವಾಗಿರಬೇಕು. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆದಾರರು ನಿಧಿಯ ಕಳೆದ ಮೂರು ವರ್ಷಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಪರಿಶೀಲಿಸಲು ಸಲಹೆ ನೀಡುತ್ತಾರೆ. ನಿಧಿಯು INR 100 ಕೋಟಿಗೂ ಹೆಚ್ಚು ನಿವ್ವಳ ಆಸ್ತಿಯನ್ನು ಹೊಂದಿರಬೇಕು ಮತ್ತು ಕಳೆದ ಒಂದು ವರ್ಷದಲ್ಲಿ ಮಿಡ್-ಕ್ಯಾಪ್ ಸ್ಟಾಕ್ಗಳಿಗೆ 50 ಪ್ರತಿಶತಕ್ಕಿಂತ ಹೆಚ್ಚು ಕನಿಷ್ಠ ಸರಾಸರಿ ಹಂಚಿಕೆಯನ್ನು ಹೊಂದಿರಬೇಕು. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆದಾರರು ನಿಧಿಗಳ ವೆಚ್ಚದ ಅನುಪಾತವನ್ನು ಸಹ ಪರಿಶೀಲಿಸಬೇಕು, ಆದಾಗ್ಯೂ, ಇದು ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯಂತಹ ಇತರ ಪ್ರಮುಖ ಅಂಶಗಳನ್ನು ರದ್ದುಗೊಳಿಸಬಾರದು.
ಫಂಡ್ ಮ್ಯಾನೇಜರ್ನ ಟ್ರ್ಯಾಕ್ ರೆಕಾರ್ಡ್ ಮತ್ತು ಹೂಡಿಕೆ ಪ್ರಕ್ರಿಯೆಯಂತಹ ಇತರ ಗುಣಾತ್ಮಕ ಅಂಶಗಳನ್ನು ಹೆಚ್ಚುವರಿಯಾಗಿ ಪರಿಶೀಲಿಸಲು ಹೂಡಿಕೆದಾರರಿಗೆ ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ. ಹಣಕಾಸು ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಬಲವಾದ ಉಪಸ್ಥಿತಿಯನ್ನು ಹೊಂದಿರುವ ಫಂಡ್ ಹೌಸ್ಗಳನ್ನು ಗುರುತಿಸಿ ಮತ್ತು ದೀರ್ಘ ಮತ್ತು ಸ್ಥಿರವಾದ ದಾಖಲೆಯನ್ನು ಹೊಂದಿರುವ ಹಣವನ್ನು ಒದಗಿಸಿ. ನಿಮ್ಮ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಲು ನೀವು ನಂಬಿಕೆ ಹೊಂದಿರುವ ಫಂಡ್ ಹೌಸ್ ಅನ್ನು ಒಬ್ಬರು ಆಯ್ಕೆ ಮಾಡಬೇಕು. ಎಷ್ಟು ನಿಧಿಗಳು ಉನ್ನತ ಪ್ರದರ್ಶನಕಾರರಾಗಿದ್ದಾರೆ ಎಂಬುದನ್ನು ಸಹ ನೋಡಬೇಕು. ಹೆಚ್ಚಿನ ಸಂಖ್ಯೆಯ ಉತ್ತಮ ಕಾರ್ಯನಿರ್ವಹಣೆಯ ನಿಧಿಗಳನ್ನು ಹೊಂದಿರುವುದು ಫಂಡ್ ಹೌಸ್ನ ಒಟ್ಟಾರೆ ಕಾರ್ಯತಂತ್ರವು ಉತ್ತಮ ಕ್ರಮದಲ್ಲಿದೆ ಎಂದರ್ಥ.
ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳಲ್ಲಿ ಆನ್ಲೈನ್ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ತೀರ್ಮಾನ
ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳೊಂದಿಗೆ ಹೋಗುವುದು ಒಬ್ಬರ ಹೂಡಿಕೆ ಪೋರ್ಟ್ಫೋಲಿಯೊಗೆ ಅವರು ನೀಡಬಹುದಾದ ಆದಾಯವನ್ನು ಪರಿಗಣಿಸಿ ಲಾಭದಾಯಕವಾಗಿರುತ್ತದೆ. ಮಿಡ್-ಕ್ಯಾಪ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗ, ಹೂಡಿಕೆದಾರರು ಮಾನ್ಯತೆಯನ್ನು ಗರಿಷ್ಠ ಮಟ್ಟದಲ್ಲಿ ಇರಿಸಿಕೊಳ್ಳಲು ಸಲಹೆ ನೀಡುತ್ತಾರೆ ಏಕೆಂದರೆ ಮಿಡ್-ಕ್ಯಾಪ್ಗಳು ಹೆಚ್ಚಿನ ಅಪಾಯದ ರಿಟರ್ನ್ ಫಂಡ್ಗಳಾಗಿವೆ.
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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