ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on February 16, 2026 , 90307 views

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.

Ready to Invest?
Talk to our investment specialist

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	₹93.4768 ↑ 0.28	₹36,880	-9.2	-9	1.8	23.1	23.5	-12.1
Edelweiss Mid Cap Fund Growth	₹104.124 ↑ 0.66	₹13,650	0.1	3.2	21.7	26.1	21.3	3.8
Invesco India Mid Cap Fund Growth	₹183.03 ↑ 0.89	₹10,296	-1.3	0.7	26	27.7	21.2	6.3
ICICI Prudential MidCap Fund Growth	₹321.25 ↑ 3.53	₹7,132	2.9	8.1	29.4	25.3	20.6	11.1
Sundaram Mid Cap Fund Growth	₹1,445.54 ↑ 6.50	₹13,293	0.4	4.4	22.9	25.5	20.1	4.1
BNP Paribas Mid Cap Fund Growth	₹106.439 ↑ 0.83	₹2,313	1.2	6.5	19.1	21.7	18.5	2.5
TATA Mid Cap Growth Fund Growth	₹450.965 ↑ 1.81	₹5,497	0.6	5.4	21.2	22.6	18.4	5.8
Aditya Birla Sun Life Midcap Fund Growth	₹798.55 ↑ 3.10	₹6,301	-0.8	1.9	18.8	20.9	18.1	4.4
SBI Magnum Mid Cap Fund Growth	₹236.211 ↑ 1.01	₹23,315	0	3.5	11.3	17.6	17.1	0.4
Franklin India Prima Fund Growth	₹2,769.33 ↑ 7.75	₹12,831	-2.1	1.5	15.6	22.6	16.9	1.6
Axis Mid Cap Fund Growth	₹114.19 ↑ 0.64	₹31,717	-0.7	0.6	17.8	19.7	16.1	1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 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 (15+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (top quartile).	Rating: 2★ (lower mid).	Rating: 3★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 23.48% (top quartile).	5Y return: 21.35% (top quartile).	5Y return: 21.16% (upper mid).	5Y return: 20.64% (upper mid).	5Y return: 20.06% (upper mid).	5Y return: 18.48% (lower mid).	5Y return: 18.39% (lower mid).	5Y return: 18.07% (lower mid).	5Y return: 17.15% (bottom quartile).	5Y return: 16.87% (bottom quartile).	5Y return: 16.10% (bottom quartile).
Point 6	3Y return: 23.12% (upper mid).	3Y return: 26.05% (top quartile).	3Y return: 27.66% (top quartile).	3Y return: 25.32% (upper mid).	3Y return: 25.51% (upper mid).	3Y return: 21.65% (lower mid).	3Y return: 22.61% (lower mid).	3Y return: 20.94% (bottom quartile).	3Y return: 17.62% (bottom quartile).	3Y return: 22.55% (lower mid).	3Y return: 19.74% (bottom quartile).
Point 7	1Y return: 1.83% (bottom quartile).	1Y return: 21.70% (upper mid).	1Y return: 25.99% (top quartile).	1Y return: 29.36% (top quartile).	1Y return: 22.89% (upper mid).	1Y return: 19.06% (lower mid).	1Y return: 21.18% (upper mid).	1Y return: 18.80% (lower mid).	1Y return: 11.27% (bottom quartile).	1Y return: 15.62% (bottom quartile).	1Y return: 17.78% (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

Highest AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.48% (top quartile).
3Y return: 23.12% (upper mid).
1Y return: 1.83% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (upper mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 21.35% (top quartile).
3Y return: 26.05% (top quartile).
1Y return: 21.70% (upper mid).
Alpha: -1.98 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.40 (top quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.16% (upper mid).
3Y return: 27.66% (top quartile).
1Y return: 25.99% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (top quartile).
Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.64% (upper mid).
3Y return: 25.32% (upper mid).
1Y return: 29.36% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (lower mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.06% (upper mid).
3Y return: 25.51% (upper mid).
1Y return: 22.89% (upper mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (upper mid).
Information ratio: 0.13 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,313 Cr).
Established history (19+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 18.48% (lower mid).
3Y return: 21.65% (lower mid).
1Y return: 19.06% (lower mid).
Alpha: -3.59 (lower mid).
Sharpe: -0.14 (lower mid).
Information ratio: -0.91 (bottom quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,497 Cr).
Established history (31+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.39% (lower mid).
3Y return: 22.61% (lower mid).
1Y return: 21.18% (upper mid).
Alpha: -0.26 (upper mid).
Sharpe: 0.07 (upper mid).
Information ratio: -0.48 (lower mid).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹6,301 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.07% (lower mid).
3Y return: 20.94% (bottom quartile).
1Y return: 18.80% (lower mid).
Alpha: -1.66 (upper mid).
Sharpe: -0.01 (upper mid).
Information ratio: -0.60 (bottom quartile).

SBI Magnum Mid Cap Fund

Upper mid AUM (₹23,315 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.15% (bottom quartile).
3Y return: 17.62% (bottom quartile).
1Y return: 11.27% (bottom quartile).
Alpha: -5.69 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -1.17 (bottom quartile).

Franklin India Prima Fund

Lower mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.87% (bottom quartile).
3Y return: 22.55% (lower mid).
1Y return: 15.62% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.16 (lower mid).
Information ratio: -0.42 (lower mid).

Axis Mid Cap Fund

Top quartile AUM (₹31,717 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.10% (bottom quartile).
3Y return: 19.74% (bottom quartile).
1Y return: 17.78% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (upper mid).

*ಮೇಲಿನ ಪಟ್ಟಿಮಿಡ್ ಕ್ಯಾಪ್ ಕನಿಷ್ಠ ಹೊಂದಿರುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು200 ಕೋಟಿ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳು / ನಿರ್ವಹಣೆ ಅಡಿಯಲ್ಲಿ ಸ್ವತ್ತುಗಳು (AUM), ವಿಂಗಡಿಸಲಾಗಿದೆ5 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. Motilal Oswal Midcap 30 Fund

(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.

Research Highlights for Motilal Oswal Midcap 30 Fund

Highest AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.48% (top quartile).
3Y return: 23.12% (upper mid).
1Y return: 1.83% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Persistent Systems Ltd (~9.8%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (18 Feb 26)	₹93.4768 ↑ 0.28 (0.30 %)
Net Assets (Cr)	₹36,880 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.79
Information Ratio	0.1
Alpha Ratio	-18.12
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹15,611
31 Jan 23	₹17,167
31 Jan 24	₹25,382
31 Jan 25	₹32,939
31 Jan 26	₹31,530

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26

Duration	Returns
1 Month	-4.1%
3 Month	-9.2%
6 Month	-9%
1 Year	1.8%
3 Year	23.1%
5 Year	23.5%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.03 Yr.
Swapnil Mayekar	18 Nov 25	0.2 Yr.
Ajay Khandelwal	1 Oct 24	1.33 Yr.
Ankit Agarwal	21 Jan 26	0.03 Yr.
Rakesh Shetty	22 Nov 22	3.19 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Technology	32.1%
Financial Services	19.54%
Consumer Cyclical	13.52%
Industrials	9.23%
Communication Services	8.81%
Real Estate	2.56%
Health Care	0.83%

Asset Allocation

Asset Class	Value
Cash	6.54%
Equity	93.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹3,391 Cr	5,618,243 ↓ -351,597
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,308 Cr	20,000,000 ↑ 250,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,650 Cr	23,299,158 ↑ 798,031
Nifty February 2026 Future - \| -	7%	₹2,450 Cr	964,015 ↑ 964,015
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	7%	₹2,359 Cr	86,225,827 ↑ 9,724,827
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,220 Cr	61,385,972 ↑ 1,342,732
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,874 Cr	9,517,664
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,747 Cr	51,423,983 ↑ 3,923,983
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,642 Cr	4,084,550 ↑ 84,550
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	5%	₹1,565 Cr	1,497,807 ↓ -602,193

2. 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 (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 21.35% (top quartile).
3Y return: 26.05% (top quartile).
1Y return: 21.70% (upper mid).
Alpha: -1.98 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.40 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Persistent Systems Ltd (~2.7%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (18 Feb 26)	₹104.124 ↑ 0.66 (0.63 %)
Net Assets (Cr)	₹13,650 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.02
Information Ratio	0.4
Alpha Ratio	-1.98
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,507
31 Jan 23	₹14,791
31 Jan 24	₹21,862
31 Jan 25	₹26,654
31 Jan 26	₹29,488

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 18 Feb 26

Duration	Returns
1 Month	1.3%
3 Month	0.1%
6 Month	3.2%
1 Year	21.7%
3 Year	26.1%
5 Year	21.3%
10 Year
15 Year
Since launch	13.8%

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	1.3 Yr.
Trideep Bhattacharya	1 Oct 21	4.34 Yr.
Raj Koradia	1 Aug 24	1.5 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	30.09%
Consumer Cyclical	12.97%
Industrials	12.77%
Basic Materials	11%
Technology	8.08%
Health Care	7.98%
Consumer Defensive	4.48%
Communication Services	3.34%
Energy	3.04%
Real Estate	2.37%
Utility	0.62%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹376 Cr	623,702 ↓ -13,586
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹347 Cr	1,372,945
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹335 Cr	2,027,488 ↑ 32,339
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹326 Cr	1,165,394 ↑ 19,492
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹322 Cr	4,417,032 ↑ 72,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹321 Cr	11,159,723 ↑ 188,884
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹294 Cr	3,454,648 ↑ 817,962
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹285 Cr	3,120,547 ↑ 61,392
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹278 Cr	33,269,009 ↑ 644,561
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹275 Cr	5,394,502 ↑ 1,987,762

3. 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 (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.16% (upper mid).
3Y return: 27.66% (top quartile).
1Y return: 25.99% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding The Federal Bank Ltd (~6.4%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (18 Feb 26)	₹183.03 ↑ 0.89 (0.49 %)
Net Assets (Cr)	₹10,296 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,952
31 Jan 23	₹13,908
31 Jan 24	₹20,016
31 Jan 25	₹24,576
31 Jan 26	₹27,323

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 18 Feb 26

Duration	Returns
1 Month	2.4%
3 Month	-1.3%
6 Month	0.7%
1 Year	26%
3 Year	27.7%
5 Year	21.2%
10 Year
15 Year
Since launch	16.7%

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	2.23 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	37.67%
Health Care	18.22%
Consumer Cyclical	17.32%
Real Estate	8.45%
Industrials	7.73%
Technology	6.17%
Basic Materials	4.07%

Asset Allocation

Asset Class	Value
Cash	0.38%
Equity	99.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹642 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	6%	₹583 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹519 Cr	3,554,407 ↑ 1,102,592
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹483 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹462 Cr	14,930,446 ↑ 1,225,171
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹457 Cr	4,774,196 ↑ 2,035,435
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹425 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹398 Cr	2,468,180 ↑ 45,313
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹376 Cr	1,864,031
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹374 Cr	814,012

4. 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 (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.64% (upper mid).
3Y return: 25.32% (upper mid).
1Y return: 29.36% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (lower mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Muthoot Finance Ltd (~4.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (18 Feb 26)	₹321.25 ↑ 3.53 (1.11 %)
Net Assets (Cr)	₹7,132 on 31 Dec 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.33
Information Ratio	-0.16
Alpha Ratio	4.76
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,449
31 Jan 23	₹14,706
31 Jan 24	₹20,911
31 Jan 25	₹23,700
31 Jan 26	₹27,225

ICICI Prudential MidCap 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 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 18 Feb 26

Duration	Returns
1 Month	3.2%
3 Month	2.9%
6 Month	8.1%
1 Year	29.4%
3 Year	25.3%
5 Year	20.6%
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	3.59 Yr.
Sharmila D’mello	31 Jul 22	3.51 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Basic Materials	28.43%
Financial Services	22.54%
Industrials	21.17%
Consumer Cyclical	11.64%
Communication Services	6.93%
Real Estate	5.62%
Health Care	1.62%
Technology	0.34%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	5%	₹316 Cr	824,501
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹315 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹313 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹292 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹283 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹256 Cr	3,106,731
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹244 Cr	3,465,469
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹217 Cr	1,308,585
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹213 Cr	3,128,459
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹213 Cr	1,376,584

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 (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.06% (upper mid).
3Y return: 25.51% (upper mid).
1Y return: 22.89% (upper mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (upper mid).
Information ratio: 0.13 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.6%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (18 Feb 26)	₹1,445.54 ↑ 6.50 (0.45 %)
Net Assets (Cr)	₹13,293 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.01
Information Ratio	0.13
Alpha Ratio	-1.77
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,529
31 Jan 23	₹13,961
31 Jan 24	₹20,735
31 Jan 25	₹24,515
31 Jan 26	₹26,871

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 18 Feb 26

Duration	Returns
1 Month	2.9%
3 Month	0.4%
6 Month	4.4%
1 Year	22.9%
3 Year	25.5%
5 Year	20.1%
10 Year
15 Year
Since launch	23.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.94 Yr.
Ratish Varier	24 Feb 21	4.94 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Consumer Cyclical	15.22%
Industrials	15.04%
Health Care	9.97%
Basic Materials	9.96%
Technology	6.31%
Consumer Defensive	6.15%
Real Estate	3.7%
Utility	2.69%
Communication Services	2.55%
Energy	2.07%

Asset Allocation

Asset Class	Value
Cash	3.76%
Equity	96.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹460 Cr	1,119,311 ↓ -37,710
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹432 Cr	11,511,504 ↓ -32,528
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹385 Cr	1,191,355 ↑ 32,779
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹366 Cr	1,601,739 ↓ -128,283
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹317 Cr	37,978,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹305 Cr	10,582,426 ↓ -1,283,544
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹269 Cr	2,380,218
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹267 Cr	6,264,200 ↑ 119,818
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹264 Cr	945,165
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹261 Cr	2,859,289 ↓ -150,834

6. 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 (₹2,313 Cr).
Established history (19+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 18.48% (lower mid).
3Y return: 21.65% (lower mid).
1Y return: 19.06% (lower mid).
Alpha: -3.59 (lower mid).
Sharpe: -0.14 (lower mid).
Information ratio: -0.91 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~3.5%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (18 Feb 26)	₹106.439 ↑ 0.83 (0.78 %)
Net Assets (Cr)	₹2,313 on 31 Dec 25
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.14
Information Ratio	-0.91
Alpha Ratio	-3.59
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,330
31 Jan 23	₹14,601
31 Jan 24	₹20,503
31 Jan 25	₹23,551
31 Jan 26	₹25,473

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 18 Feb 26

Duration	Returns
1 Month	2.9%
3 Month	1.2%
6 Month	6.5%
1 Year	19.1%
3 Year	21.7%
5 Year	18.5%
10 Year
15 Year
Since launch	12.7%

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	0.17 Yr.
Himanshu Singh	21 Oct 24	1.28 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	26.01%
Consumer Cyclical	16.69%
Industrials	14.88%
Health Care	12.84%
Basic Materials	12.64%
Technology	6.58%
Energy	2.06%
Real Estate	1.98%
Consumer Defensive	1.1%
Communication Services	0.85%

Asset Allocation

Asset Class	Value
Cash	3.52%
Equity	95.61%
Debt	0.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹81 Cr	250,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹67 Cr	740,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹61 Cr	100,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	3%	₹58 Cr	350,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	3%	₹58 Cr	2,000,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	2%	₹57 Cr	30,000
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	2%	₹55 Cr	198,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	2%	₹53 Cr	2,000,000
Sagility Ltd (Healthcare) Equity, Since 30 Nov 25 \| SAGILITY	2%	₹49 Cr	9,852,941
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 24 \| HINDPETRO	2%	₹47 Cr	1,100,000

7. 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 (₹5,497 Cr).
Established history (31+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.39% (lower mid).
3Y return: 22.61% (lower mid).
1Y return: 21.18% (upper mid).
Alpha: -0.26 (upper mid).
Sharpe: 0.07 (upper mid).
Information ratio: -0.48 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI BANK LTD.^ (~3.6%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (18 Feb 26)	₹450.965 ↑ 1.81 (0.40 %)
Net Assets (Cr)	₹5,497 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.07
Information Ratio	-0.48
Alpha Ratio	-0.26
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,997
31 Jan 23	₹13,873
31 Jan 24	₹20,829
31 Jan 25	₹23,209
31 Jan 26	₹25,114

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 18 Feb 26

Duration	Returns
1 Month	1.2%
3 Month	0.6%
6 Month	5.4%
1 Year	21.2%
3 Year	22.6%
5 Year	18.4%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.8%
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.9 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	20.56%
Industrials	13.8%
Consumer Cyclical	13.44%
Health Care	13.13%
Basic Materials	11.35%
Technology	6.64%
Consumer Defensive	3.82%
Communication Services	3.47%
Real Estate	2.33%
Utility	1.71%
Energy	1.43%

Asset Allocation

Asset Class	Value
Cash	4.74%
Equity	95.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI BANK LTD.^ Derivatives, Since 31 Jan 26 \| -	4%	₹191 Cr	1,400,000 ↑ 1,400,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹173 Cr	6,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹167 Cr	1,835,455
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹162 Cr	2,300,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹147 Cr	1,500,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹121 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| GLENMARK	2%	₹121 Cr	600,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹118 Cr	1,001,126
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹115 Cr	4,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	2%	₹112 Cr	527,866 ↑ 27,866

8. 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 (₹6,301 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.07% (lower mid).
3Y return: 20.94% (bottom quartile).
1Y return: 18.80% (lower mid).
Alpha: -1.66 (upper mid).
Sharpe: -0.01 (upper mid).
Information ratio: -0.60 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding The Federal Bank Ltd (~3.4%).

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 (18 Feb 26)	₹798.55 ↑ 3.10 (0.39 %)
Net Assets (Cr)	₹6,301 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.02
Information Ratio	-0.6
Alpha Ratio	-1.66
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹15,034
31 Jan 23	₹14,161
31 Jan 24	₹20,298
31 Jan 25	₹22,871
31 Jan 26	₹24,546

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 18 Feb 26

Duration	Returns
1 Month	0.8%
3 Month	-0.8%
6 Month	1.9%
1 Year	18.8%
3 Year	20.9%
5 Year	18.1%
10 Year
15 Year
Since launch	20.6%

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	1.25 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	23.39%
Basic Materials	17.15%
Consumer Cyclical	15.51%
Industrials	13.12%
Technology	11.41%
Health Care	6.85%
Real Estate	5.31%
Utility	2.53%
Consumer Defensive	1.76%
Communication Services	1.04%

Asset Allocation

Asset Class	Value
Cash	1.92%
Equity	98.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| FEDERALBNK	3%	₹203 Cr	7,043,431 ↓ -431,422
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| MFSL	3%	₹198 Cr	1,225,565
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| AUBANK	3%	₹198 Cr	2,011,167 ↓ -189,524
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹189 Cr	342,940 ↑ 71,955
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	3%	₹179 Cr	873,080 ↓ -81,900
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	3%	₹155 Cr	539,138
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 19 \| TORNTPOWER	3%	₹153 Cr	1,100,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 24 \| PRESTIGE	2%	₹134 Cr	916,888
Mphasis Ltd (Technology) Equity, Since 31 Mar 20 \| MPHASIS	2%	₹134 Cr	484,677
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 31 Aug 20 \| KPRMILL	2%	₹130 Cr	1,500,000

9. SBI Magnum Mid Cap Fund

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

Upper mid AUM (₹23,315 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.15% (bottom quartile).
3Y return: 17.62% (bottom quartile).
1Y return: 11.27% (bottom quartile).
Alpha: -5.69 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -1.17 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Torrent Power Ltd (~4.0%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (18 Feb 26)	₹236.211 ↑ 1.01 (0.43 %)
Net Assets (Cr)	₹23,315 on 31 Dec 25
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.29
Information Ratio	-1.17
Alpha Ratio	-5.69
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹15,068
31 Jan 23	₹15,338
31 Jan 24	₹21,167
31 Jan 25	₹24,284
31 Jan 26	₹24,439

SBI Magnum Mid Cap 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 SBI Magnum 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 18 Feb 26

Duration	Returns
1 Month	1.5%
3 Month	0%
6 Month	3.5%
1 Year	11.3%
3 Year	17.6%
5 Year	17.1%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
2023	20.3%
2022	34.5%
2021	3%
2020	52.2%
2019	30.4%
2018	0.1%
2017	-18%
2016	33.5%
2015	5%

Fund Manager information for SBI Magnum Mid Cap Fund

Name	Since	Tenure
Bhavin Vithlani	1 Apr 24	1.84 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	27.76%
Industrials	15.06%
Consumer Cyclical	14.2%
Basic Materials	11.04%
Health Care	6.87%
Utility	6.51%
Technology	4.38%
Real Estate	4.2%
Consumer Defensive	4.06%
Communication Services	1.98%
Energy	1.9%

Asset Allocation

Asset Class	Value
Cash	1.9%
Equity	97.97%
Debt	0.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| TORNTPOWER	4%	₹902 Cr	6,500,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 25 \| BHEL	4%	₹788 Cr	30,000,000
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	4%	₹786 Cr	1,490,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| FEDERALBNK	3%	₹777 Cr	27,000,000
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	3%	₹770 Cr	1,650,000
AIA Engineering Ltd (Industrials) Equity, Since 30 Apr 24 \| AIAENG	3%	₹718 Cr	1,800,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 15 \| M&MFIN	3%	₹714 Cr	19,000,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| BHARATFORG	3%	₹649 Cr	4,500,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Nov 24 \| SHREECEM	3%	₹607 Cr	225,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	3%	₹572 Cr	15,598,584 ↑ 1,628,887

10. 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

Lower mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.87% (bottom quartile).
3Y return: 22.55% (lower mid).
1Y return: 15.62% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.16 (lower mid).
Information ratio: -0.42 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.6%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (18 Feb 26)	₹2,769.33 ↑ 7.75 (0.28 %)
Net Assets (Cr)	₹12,831 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.17
Information Ratio	-0.42
Alpha Ratio	-4.31
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,109
31 Jan 23	₹13,256
31 Jan 24	₹19,023
31 Jan 25	₹22,693
31 Jan 26	₹23,693

Franklin India Prima 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 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 18 Feb 26

Duration	Returns
1 Month	0.8%
3 Month	-2.1%
6 Month	1.5%
1 Year	15.6%
3 Year	22.6%
5 Year	16.9%
10 Year
15 Year
Since launch	19.1%

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	15.01 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.
Akhil Kalluri	7 Feb 22	3.99 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	22.47%
Industrials	14.31%
Consumer Cyclical	14.13%
Basic Materials	11.94%
Health Care	10.2%
Technology	8.57%
Real Estate	5.62%
Consumer Defensive	4.25%
Communication Services	3.69%
Utility	1.42%
Energy	1.08%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹319 Cr	11,074,683 ↓ -1,000,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	3%	₹307 Cr	1,499,891
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹290 Cr	1,052,885
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹278 Cr	7,413,356 ↓ -125,830
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹265 Cr	7,219,684 ↑ 1,357,404
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹262 Cr	31,393,177
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹239 Cr	1,631,918
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹217 Cr	1,473,633
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹213 Cr	1,175,000 ↑ 325,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Nov 22 \| TATASTEEL	2%	₹210 Cr	10,850,000

11. 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

Top quartile AUM (₹31,717 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.10% (bottom quartile).
3Y return: 19.74% (bottom quartile).
1Y return: 17.78% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~87%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.7%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (18 Feb 26)	₹114.19 ↑ 0.64 (0.56 %)
Net Assets (Cr)	₹31,717 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.2
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,844
31 Jan 23	₹13,230
31 Jan 24	₹17,638
31 Jan 25	₹20,992
31 Jan 26	₹22,487

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 18 Feb 26

Duration	Returns
1 Month	3%
3 Month	-0.7%
6 Month	0.6%
1 Year	17.8%
3 Year	19.7%
5 Year	16.1%
10 Year
15 Year
Since launch	17.6%

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	9.19 Yr.
Nitin Arora	3 Aug 23	2.5 Yr.
Krishnaa N	1 Mar 24	1.92 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	19.18%
Consumer Cyclical	18.47%
Industrials	16.9%
Health Care	9.49%
Basic Materials	7.86%
Technology	7.37%
Communication Services	2.86%
Real Estate	2.63%
Utility	1.34%
Energy	1.12%

Asset Allocation

Asset Class	Value
Cash	12.75%
Equity	87.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,139 Cr	39,590,705
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| FORTIS	4%	₹1,112 Cr	13,060,764
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jul 24 \| MCX	3%	₹902 Cr	3,569,065
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| INDHOTEL	2%	₹729 Cr	10,812,201
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| PHOENIXLTD	2%	₹618 Cr	3,700,614
Coromandel International Ltd (Basic Materials) Equity, Since 30 Jun 20 \| COROMANDEL	2%	₹615 Cr	2,692,866
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	2%	₹603 Cr	1,866,283 ↑ 37,637
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹582 Cr	1,605,995 ↓ -33,300
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| UNOMINDA	2%	₹554 Cr	4,689,803 ↓ -460,482
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| TVSMOTOR	2%	₹551 Cr	1,498,641

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?

Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.

ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ

ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

ಪ್ರಾರಂಭಿಸಿ

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.

Disclaimer:
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.