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ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on August 12, 2025 , 89696 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.

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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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.72
↑ 0.52
₹33,0532.8113.928.133.957.1
Edelweiss Mid Cap Fund Growth ₹99.428
↑ 0.08
₹10,9883.216.15.924.329.638.9
Invesco India Mid Cap Fund Growth ₹179.51
↑ 0.03
₹7,4068.923.315.227.728.743.1
Sundaram Mid Cap Fund Growth ₹1,367.88
↓ -2.60
₹12,8184.2163.92326.932
ICICI Prudential MidCap Fund Growth ₹293.06
↓ -0.01
₹6,8245.517.84.421.526.727
SBI Magnum Mid Cap Fund Growth ₹224.625
↓ -0.45
₹23,269-2.36-3.115.425.720.3
PGIM India Midcap Opportunities Fund Growth ₹64.89
↑ 0.22
₹11,6405.215.95.213.725.421
TATA Mid Cap Growth Fund Growth ₹422.849
↓ -0.62
₹4,9853.813.6-1.720.125.122.7
Aditya Birla Sun Life Midcap Fund Growth ₹773.49
↑ 0.65
₹6,2053.2151.518.224.822
Franklin India Prima Fund Growth ₹2,691.89
↓ -1.17
₹12,7851.612.5221.824.831.8
BNP Paribas Mid Cap Fund Growth ₹98.8396
↓ -0.31
₹2,2131.911-1.619.224.428.5
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 11 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Edelweiss Mid Cap FundInvesco India Mid Cap FundSundaram Mid Cap FundICICI Prudential MidCap FundSBI Magnum Mid Cap Fund PGIM India Midcap Opportunities FundTATA Mid Cap Growth FundAditya Birla Sun Life Midcap FundFranklin India Prima FundBNP Paribas Mid Cap Fund
Point 1Highest AUM (₹33,053 Cr).Lower mid AUM (₹10,988 Cr).Lower mid AUM (₹7,406 Cr).Upper mid AUM (₹12,818 Cr).Lower mid AUM (₹6,824 Cr).Top quartile AUM (₹23,269 Cr).Upper mid AUM (₹11,640 Cr).Bottom quartile AUM (₹4,985 Cr).Bottom quartile AUM (₹6,205 Cr).Upper mid AUM (₹12,785 Cr).Bottom quartile AUM (₹2,213 Cr).
Point 2Established history (11+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (23+ yrs).Established history (20+ yrs).Established history (20+ yrs).Established history (11+ yrs).Established history (31+ yrs).Established history (22+ yrs).Oldest track record among peers (31 yrs).Established history (19+ yrs).
Point 3Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Top rated.Rating: 2★ (bottom quartile).Rating: 3★ (top quartile).Rating: 1★ (bottom quartile).Rating: 2★ (lower mid).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk 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.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 33.92% (top quartile).5Y return: 29.59% (top quartile).5Y return: 28.69% (upper mid).5Y return: 26.92% (upper mid).5Y return: 26.69% (upper mid).5Y return: 25.75% (lower mid).5Y return: 25.43% (lower mid).5Y return: 25.07% (lower mid).5Y return: 24.82% (bottom quartile).5Y return: 24.75% (bottom quartile).5Y return: 24.38% (bottom quartile).
Point 63Y return: 28.09% (top quartile).3Y return: 24.34% (upper mid).3Y return: 27.68% (top quartile).3Y return: 22.96% (upper mid).3Y return: 21.55% (lower mid).3Y return: 15.36% (bottom quartile).3Y return: 13.68% (bottom quartile).3Y return: 20.14% (lower mid).3Y return: 18.25% (bottom quartile).3Y return: 21.80% (upper mid).3Y return: 19.19% (lower mid).
Point 71Y return: 3.93% (lower mid).1Y return: 5.93% (top quartile).1Y return: 15.20% (top quartile).1Y return: 3.93% (upper mid).1Y return: 4.41% (upper mid).1Y return: -3.15% (bottom quartile).1Y return: 5.24% (upper mid).1Y return: -1.75% (bottom quartile).1Y return: 1.49% (lower mid).1Y return: 1.95% (lower mid).1Y return: -1.65% (bottom quartile).
Point 8Alpha: 3.89 (top quartile).Alpha: 5.34 (top quartile).Alpha: 0.00 (lower mid).Alpha: 2.82 (upper mid).Alpha: 0.11 (lower mid).Alpha: -3.33 (bottom quartile).Alpha: 0.38 (upper mid).Alpha: -5.65 (bottom quartile).Alpha: -0.18 (lower mid).Alpha: 1.66 (upper mid).Alpha: -4.02 (bottom quartile).
Point 9Sharpe: 0.23 (upper mid).Sharpe: 0.33 (top quartile).Sharpe: 0.54 (top quartile).Sharpe: 0.20 (upper mid).Sharpe: 0.07 (lower mid).Sharpe: -0.15 (bottom quartile).Sharpe: 0.08 (lower mid).Sharpe: -0.25 (bottom quartile).Sharpe: 0.05 (lower mid).Sharpe: 0.15 (upper mid).Sharpe: -0.18 (bottom quartile).
Point 10Information ratio: 0.44 (top quartile).Information ratio: 0.34 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.14 (upper mid).Information ratio: -0.54 (lower mid).Information ratio: -1.33 (bottom quartile).Information ratio: -1.80 (bottom quartile).Information ratio: -1.22 (lower mid).Information ratio: -1.29 (bottom quartile).Information ratio: -0.20 (upper mid).Information ratio: -1.28 (lower mid).

Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.92% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 3.93% (lower mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

  • Lower mid AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.59% (top quartile).
  • 3Y return: 24.34% (upper mid).
  • 1Y return: 5.93% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (top quartile).

Invesco India Mid Cap Fund

  • Lower mid AUM (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.69% (upper mid).
  • 3Y return: 27.68% (top quartile).
  • 1Y return: 15.20% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (upper mid).

Sundaram Mid Cap Fund

  • Upper mid AUM (₹12,818 Cr).
  • Established history (23+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.92% (upper mid).
  • 3Y return: 22.96% (upper mid).
  • 1Y return: 3.93% (upper mid).
  • Alpha: 2.82 (upper mid).
  • Sharpe: 0.20 (upper mid).
  • Information ratio: -0.14 (upper mid).

ICICI Prudential MidCap Fund

  • Lower mid AUM (₹6,824 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.69% (upper mid).
  • 3Y return: 21.55% (lower mid).
  • 1Y return: 4.41% (upper mid).
  • Alpha: 0.11 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: -0.54 (lower mid).

SBI Magnum Mid Cap Fund

  • Top quartile AUM (₹23,269 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.75% (lower mid).
  • 3Y return: 15.36% (bottom quartile).
  • 1Y return: -3.15% (bottom quartile).
  • Alpha: -3.33 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -1.33 (bottom quartile).

PGIM India Midcap Opportunities Fund

  • Upper mid AUM (₹11,640 Cr).
  • Established history (11+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.43% (lower mid).
  • 3Y return: 13.68% (bottom quartile).
  • 1Y return: 5.24% (upper mid).
  • Alpha: 0.38 (upper mid).
  • Sharpe: 0.08 (lower mid).
  • Information ratio: -1.80 (bottom quartile).

TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,985 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.07% (lower mid).
  • 3Y return: 20.14% (lower mid).
  • 1Y return: -1.75% (bottom quartile).
  • Alpha: -5.65 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: -1.22 (lower mid).

Aditya Birla Sun Life Midcap Fund

  • Bottom quartile AUM (₹6,205 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.82% (bottom quartile).
  • 3Y return: 18.25% (bottom quartile).
  • 1Y return: 1.49% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: 0.05 (lower mid).
  • Information ratio: -1.29 (bottom quartile).

Franklin India Prima Fund

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.75% (bottom quartile).
  • 3Y return: 21.80% (upper mid).
  • 1Y return: 1.95% (lower mid).
  • Alpha: 1.66 (upper mid).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,213 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 24.38% (bottom quartile).
  • 3Y return: 19.19% (lower mid).
  • 1Y return: -1.65% (bottom quartile).
  • Alpha: -4.02 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.28 (lower 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 (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.92% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 3.93% (lower mid).
  • Alpha: 3.89 (top quartile).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (top quartile).

Below is the key information for 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.

DateValue

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -0.7%
3 Month 2.8%
6 Month 11%
1 Year 3.9%
3 Year 28.1%
5 Year 33.9%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

  • Lower mid AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.59% (top quartile).
  • 3Y return: 24.34% (upper mid).
  • 1Y return: 5.93% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (top quartile).

Below is the key information for 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.

DateValue

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
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 14 Aug 25

DurationReturns
1 Month -2.1%
3 Month 3.2%
6 Month 16.1%
1 Year 5.9%
3 Year 24.3%
5 Year 29.6%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Edelweiss Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹7,406 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 28.69% (upper mid).
  • 3Y return: 27.68% (top quartile).
  • 1Y return: 15.20% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.54 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for 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.

DateValue

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 14 Aug 25

DurationReturns
1 Month -1.3%
3 Month 8.9%
6 Month 23.3%
1 Year 15.2%
3 Year 27.7%
5 Year 28.7%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Invesco India Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (₹12,818 Cr).
  • Established history (23+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 26.92% (upper mid).
  • 3Y return: 22.96% (upper mid).
  • 1Y return: 3.93% (upper mid).
  • Alpha: 2.82 (upper mid).
  • Sharpe: 0.20 (upper mid).
  • Information ratio: -0.14 (upper mid).

Below is the key information for 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.

DateValue

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 14 Aug 25

DurationReturns
1 Month -1.1%
3 Month 4.2%
6 Month 16%
1 Year 3.9%
3 Year 23%
5 Year 26.9%
10 Year
15 Year
Since launch 23.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

  • Lower mid AUM (₹6,824 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.69% (upper mid).
  • 3Y return: 21.55% (lower mid).
  • 1Y return: 4.41% (upper mid).
  • Alpha: 0.11 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: -0.54 (lower mid).

Below is the key information for 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.

DateValue

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 14 Aug 25

DurationReturns
1 Month -2.3%
3 Month 5.5%
6 Month 17.8%
1 Year 4.4%
3 Year 21.5%
5 Year 26.7%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for ICICI Prudential MidCap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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

  • Top quartile AUM (₹23,269 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.75% (lower mid).
  • 3Y return: 15.36% (bottom quartile).
  • 1Y return: -3.15% (bottom quartile).
  • Alpha: -3.33 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -1.33 (bottom quartile).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (14 Aug 25) ₹224.625 ↓ -0.45   (-0.20 %)
Net Assets (Cr) ₹23,269 on 30 Jun 25
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.15
Information Ratio -1.33
Alpha Ratio -3.33
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.

DateValue

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 14 Aug 25

DurationReturns
1 Month -5.8%
3 Month -2.3%
6 Month 6%
1 Year -3.1%
3 Year 15.4%
5 Year 25.7%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.3%
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure

Data below for SBI Magnum Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

Research Highlights for PGIM India Midcap Opportunities Fund

  • Upper mid AUM (₹11,640 Cr).
  • Established history (11+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.43% (lower mid).
  • 3Y return: 13.68% (bottom quartile).
  • 1Y return: 5.24% (upper mid).
  • Alpha: 0.38 (upper mid).
  • Sharpe: 0.08 (lower mid).
  • Information ratio: -1.80 (bottom quartile).

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (14 Aug 25) ₹64.89 ↑ 0.22   (0.34 %)
Net Assets (Cr) ₹11,640 on 30 Jun 25
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 0.08
Information Ratio -1.8
Alpha Ratio 0.38
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

DurationReturns
1 Month -0.9%
3 Month 5.2%
6 Month 15.9%
1 Year 5.2%
3 Year 13.7%
5 Year 25.4%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21%
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure

Data below for PGIM India Midcap Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

  • Bottom quartile AUM (₹4,985 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.07% (lower mid).
  • 3Y return: 20.14% (lower mid).
  • 1Y return: -1.75% (bottom quartile).
  • Alpha: -5.65 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: -1.22 (lower mid).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (14 Aug 25) ₹422.849 ↓ -0.62   (-0.15 %)
Net Assets (Cr) ₹4,985 on 30 Jun 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.25
Information Ratio -1.22
Alpha Ratio -5.65
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.

DateValue

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 14 Aug 25

DurationReturns
1 Month -2.9%
3 Month 3.8%
6 Month 13.6%
1 Year -1.7%
3 Year 20.1%
5 Year 25.1%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure

Data below for TATA Mid Cap Growth Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. 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 (₹6,205 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.82% (bottom quartile).
  • 3Y return: 18.25% (bottom quartile).
  • 1Y return: 1.49% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: 0.05 (lower mid).
  • Information ratio: -1.29 (bottom quartile).

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 (14 Aug 25) ₹773.49 ↑ 0.65   (0.08 %)
Net Assets (Cr) ₹6,205 on 30 Jun 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.05
Information Ratio -1.29
Alpha Ratio -0.18
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.

DateValue

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 14 Aug 25

DurationReturns
1 Month -2.7%
3 Month 3.2%
6 Month 15%
1 Year 1.5%
3 Year 18.2%
5 Year 24.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22%
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

  • Upper mid AUM (₹12,785 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.75% (bottom quartile).
  • 3Y return: 21.80% (upper mid).
  • 1Y return: 1.95% (lower mid).
  • Alpha: 1.66 (upper mid).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: -0.20 (upper mid).

Below is the key information for 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.

DateValue

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 14 Aug 25

DurationReturns
1 Month -3.7%
3 Month 1.6%
6 Month 12.5%
1 Year 2%
3 Year 21.8%
5 Year 24.8%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Franklin India Prima Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

11. 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 (₹2,213 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 24.38% (bottom quartile).
  • 3Y return: 19.19% (lower mid).
  • 1Y return: -1.65% (bottom quartile).
  • Alpha: -4.02 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.28 (lower mid).

Below is the key information for 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.

DateValue

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 14 Aug 25

DurationReturns
1 Month -1.9%
3 Month 1.9%
6 Month 11%
1 Year -1.6%
3 Year 19.2%
5 Year 24.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for BNP Paribas Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

midcap-funds

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.

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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.

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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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