+91-22-48913909Midcap Mutual Funds
What are Mid-Cap Funds?
Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.
Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.
Mid Cap Funds (Investing in Mid Cap Stocks)
There are various definitions of mid-caps funds in the Market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.
When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.
In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.
Benefits of Investing in Mid Cap Mutual Funds
Some of the benefits of investing in mid-cap funds are:
- Companies that invest in mid-cap have more potential for growth than large-cap
- Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
- Mid-cap stocks are lower in Volatility than small cap stock
- They often tend to outperform large cap and Small cap funds.
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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:
Investments
Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.
Market Capitalization
Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.
Companies
Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.
Risks
Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.
Who Should Invest in Mid Cap Equity Funds?
Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.
Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.
Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.
Tax on Mid Cap Funds
The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
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Best Mid Cap Mutual Funds in India 2025
Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹106.811
↑ 0.55 ₹33,609 6 18.2 1.3 27.5 33.4 57.1 Edelweiss Mid Cap Fund Growth ₹102.861
↑ 0.32 ₹11,027 2.5 19.1 1.9 24.1 28.8 38.9 Invesco India Mid Cap Fund Growth ₹184.65
↑ 0.63 ₹7,802 6 26 8.4 27.8 27.6 43.1 Sundaram Mid Cap Fund Growth ₹1,418.11
↑ 3.13 ₹12,596 4.6 19.5 0.6 23 26.2 32 ICICI Prudential MidCap Fund Growth ₹304.04
↓ -0.19 ₹6,654 2.9 21.4 2.2 21.8 26.2 27 SBI Magnum Mid Cap Fund Growth ₹233.054
↑ 0.52 ₹22,547 -0.2 9.1 -5.7 15.2 25 20.3 Franklin India Prima Fund Growth ₹2,790.74
↑ 5.17 ₹12,540 2.6 15.3 -0.2 21.9 24.4 31.8 PGIM India Midcap Opportunities Fund Growth ₹66.98
↑ 0.12 ₹11,468 4.5 18.3 1.8 13.8 24.1 21 Aditya Birla Sun Life Midcap Fund Growth ₹802.09
↑ 2.91 ₹6,106 2.4 17.3 -2.8 19.1 24.1 22 BNP Paribas Mid Cap Fund Growth ₹102.489
↑ 0.08 ₹2,183 2.6 14.4 -2.8 19.3 24.1 28.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund SBI Magnum Mid Cap Fund Franklin India Prima Fund PGIM India Midcap Opportunities Fund Aditya Birla Sun Life Midcap Fund BNP Paribas Mid Cap Fund Point 1 Highest AUM (₹33,609 Cr). Lower mid AUM (₹11,027 Cr). Lower mid AUM (₹7,802 Cr). Upper mid AUM (₹12,596 Cr). Bottom quartile AUM (₹6,654 Cr). Top quartile AUM (₹22,547 Cr). Upper mid AUM (₹12,540 Cr). Upper mid AUM (₹11,468 Cr). Bottom quartile AUM (₹6,106 Cr). Bottom quartile AUM (₹2,183 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (20+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (11+ yrs). Established history (22+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Point 4 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. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 33.37% (top quartile). 5Y return: 28.78% (top quartile). 5Y return: 27.59% (upper mid). 5Y return: 26.22% (upper mid). 5Y return: 26.18% (upper mid). 5Y return: 24.98% (lower mid). 5Y return: 24.37% (lower mid). 5Y return: 24.12% (bottom quartile). 5Y return: 24.11% (bottom quartile). 5Y return: 24.07% (bottom quartile). Point 6 3Y return: 27.45% (top quartile). 3Y return: 24.14% (upper mid). 3Y return: 27.81% (top quartile). 3Y return: 22.98% (upper mid). 3Y return: 21.84% (lower mid). 3Y return: 15.15% (bottom quartile). 3Y return: 21.91% (upper mid). 3Y return: 13.82% (bottom quartile). 3Y return: 19.10% (bottom quartile). 3Y return: 19.30% (lower mid). Point 7 1Y return: 1.30% (upper mid). 1Y return: 1.85% (upper mid). 1Y return: 8.45% (top quartile). 1Y return: 0.62% (lower mid). 1Y return: 2.23% (top quartile). 1Y return: -5.69% (bottom quartile). 1Y return: -0.21% (lower mid). 1Y return: 1.81% (upper mid). 1Y return: -2.84% (bottom quartile). 1Y return: -2.75% (bottom quartile). Point 8 Alpha: 3.70 (top quartile). Alpha: 5.32 (top quartile). Alpha: 0.00 (lower mid). Alpha: 3.17 (upper mid). Alpha: 2.10 (upper mid). Alpha: -3.78 (bottom quartile). Alpha: 1.58 (lower mid). Alpha: 3.22 (upper mid). Alpha: -0.08 (bottom quartile). Alpha: -2.60 (bottom quartile). Point 9 Sharpe: -0.11 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: 0.32 (top quartile). Sharpe: -0.17 (upper mid). Sharpe: -0.22 (lower mid). Sharpe: -0.57 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.15 (upper mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.49 (bottom quartile). Point 10 Information ratio: 0.44 (top quartile). Information ratio: 0.20 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: -0.41 (lower mid). Information ratio: -1.23 (bottom quartile). Information ratio: -0.17 (upper mid). Information ratio: -1.63 (bottom quartile). Information ratio: -1.00 (bottom quartile). Information ratio: -0.92 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
SBI Magnum Mid Cap Fund
Franklin India Prima Fund
PGIM India Midcap Opportunities Fund
Aditya Birla Sun Life Midcap Fund
BNP Paribas Mid Cap 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. 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 (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 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 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 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 Below is the key information for PGIM India Midcap Opportunities 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 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 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (18 Sep 25) ₹106.811 ↑ 0.55 (0.51 %) Net Assets (Cr) ₹33,609 on 31 Jul 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.11 Information Ratio 0.44 Alpha Ratio 3.7 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 Aug 20 ₹10,000 31 Aug 21 ₹16,108 31 Aug 22 ₹20,215 31 Aug 23 ₹25,558 31 Aug 24 ₹41,687 31 Aug 25 ₹41,704 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 4% 3 Month 6% 6 Month 18.2% 1 Year 1.3% 3 Year 27.5% 5 Year 33.4% 10 Year 15 Year Since launch 22.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.92 Yr. Niket Shah 1 Jul 20 5.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 34.22% Industrials 18.95% Consumer Cyclical 16.7% Communication Services 3.85% Health Care 3.7% Financial Services 2.6% Real Estate 2.03% Asset Allocation
Asset Class Value Cash 17.96% Equity 82.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON11% ₹3,537 Cr 2,099,999
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,147 Cr 18,000,050
↑ 50 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹2,978 Cr 50,076,240
↑ 5,076,240 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,787 Cr 5,400,005
↑ 150,005 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,634 Cr 5,250,000
↑ 257,861 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹1,876 Cr 2,750,000
↑ 200,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,511 Cr 13,869,997
↑ 3,773,933 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,345 Cr 3,500,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,293 Cr 7,000,000
↑ 250,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,242 Cr 9,969,361 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (18 Sep 25) ₹102.861 ↑ 0.32 (0.31 %) Net Assets (Cr) ₹11,027 on 31 Jul 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.06 Information Ratio 0.2 Alpha Ratio 5.32 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 Aug 20 ₹10,000 31 Aug 21 ₹17,491 31 Aug 22 ₹19,221 31 Aug 23 ₹22,761 31 Aug 24 ₹36,220 31 Aug 25 ₹35,825 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 1.9% 3 Month 2.5% 6 Month 19.1% 1 Year 1.9% 3 Year 24.1% 5 Year 28.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.88 Yr. Trideep Bhattacharya 1 Oct 21 3.92 Yr. Raj Koradia 1 Aug 24 1.08 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 23.52% Consumer Cyclical 14.37% Industrials 13.44% Basic Materials 10.81% Health Care 10.73% Technology 10.31% Consumer Defensive 5.2% Real Estate 2.94% Energy 2.26% Communication Services 1.49% Utility 0.65% Asset Allocation
Asset Class Value Cash 4.28% Equity 95.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹372 Cr 2,981,836 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹342 Cr 662,031 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹334 Cr 1,908,695 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹287 Cr 4,048,052 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹283 Cr 1,559,919
↑ 235,728 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹257 Cr 180,547
↓ -17,333 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹247 Cr 146,827 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹246 Cr 2,865,466 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹228 Cr 3,665,623 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹222 Cr 45,537
↓ -4,712 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (18 Sep 25) ₹184.65 ↑ 0.63 (0.34 %) Net Assets (Cr) ₹7,802 on 31 Jul 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.32 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 Aug 20 ₹10,000 31 Aug 21 ₹15,770 31 Aug 22 ₹16,877 31 Aug 23 ₹20,541 31 Aug 24 ₹31,641 31 Aug 25 ₹33,990 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 1.6% 3 Month 6% 6 Month 26% 1 Year 8.4% 3 Year 27.8% 5 Year 27.6% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.81 Yr. Amit Ganatra 1 Sep 23 2 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 29.43% Health Care 19.75% Consumer Cyclical 16.17% Industrials 10.06% Real Estate 7.86% Technology 7.74% Basic Materials 5.42% Communication Services 1.65% Asset Allocation
Asset Class Value Cash 1.92% Equity 98.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹369 Cr 1,519,233 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322965% ₹358 Cr 1,676,417 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹353 Cr 8,755,404
↑ 957,513 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹341 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹330 Cr 2,031,622 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹308 Cr 463,277
↑ 32,043 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 2,016,896
↑ 174,838 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹295 Cr 14,592,638
↑ 1,181,051 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹280 Cr 2,246,434 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON3% ₹262 Cr 155,335 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Sep 25) ₹1,418.11 ↑ 3.13 (0.22 %) Net Assets (Cr) ₹12,596 on 31 Jul 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 3.17 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 Aug 20 ₹10,000 31 Aug 21 ₹16,070 31 Aug 22 ₹17,540 31 Aug 23 ₹20,975 31 Aug 24 ₹32,405 31 Aug 25 ₹31,846 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.5% 3 Month 4.6% 6 Month 19.5% 1 Year 0.6% 3 Year 23% 5 Year 26.2% 10 Year 15 Year Since launch 23.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.52 Yr. Ratish Varier 24 Feb 21 4.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.28% Consumer Cyclical 17.91% Industrials 14.27% Health Care 11.57% Basic Materials 11.06% Technology 5.61% Consumer Defensive 4.27% Real Estate 3.59% Utility 2.59% Communication Services 2.32% Energy 2.04% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063954% ₹461 Cr 1,712,601 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹459 Cr 1,290,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹358 Cr 6,016,821 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹333 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹322 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹307 Cr 11,920,703
↑ 359,991 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹299 Cr 1,549,486
↑ 38,535 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹257 Cr 6,144,382 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹255 Cr 382,553
↓ -2,232 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹250 Cr 484,892 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (18 Sep 25) ₹304.04 ↓ -0.19 (-0.06 %) Net Assets (Cr) ₹6,654 on 31 Jul 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.22 Information Ratio -0.41 Alpha Ratio 2.1 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 Aug 20 ₹10,000 31 Aug 21 ₹16,707 31 Aug 22 ₹17,936 31 Aug 23 ₹20,647 31 Aug 24 ₹31,895 31 Aug 25 ₹31,308 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.3% 3 Month 2.9% 6 Month 21.4% 1 Year 2.2% 3 Year 21.8% 5 Year 26.2% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.17 Yr. Sharmila D’mello 31 Jul 22 3.09 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Basic Materials 26.53% Industrials 21.95% Financial Services 18.82% Communication Services 10.54% Consumer Cyclical 10.46% Real Estate 6.55% Health Care 2.82% Technology 0.38% Utility 0.13% Asset Allocation
Asset Class Value Cash 1.53% Equity 98.18% Other 0.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹268 Cr 2,779,227 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹236 Cr 1,276,584
↑ 40,790 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹235 Cr 968,355 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹231 Cr 1,418,018 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹229 Cr 257,507
↑ 10,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹228 Cr 1,425,196
↑ 307,262 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹221 Cr 3,136,084 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹216 Cr 3,106,731 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹215 Cr 824,501 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹212 Cr 1,524,061
↓ -339,864 6. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (18 Sep 25) ₹233.054 ↑ 0.52 (0.22 %) Net Assets (Cr) ₹22,547 on 31 Jul 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.57 Information Ratio -1.23 Alpha Ratio -3.78 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 Aug 20 ₹10,000 31 Aug 21 ₹17,626 31 Aug 22 ₹20,582 31 Aug 23 ₹24,278 31 Aug 24 ₹33,252 31 Aug 25 ₹30,751 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.1% 3 Month -0.2% 6 Month 9.1% 1 Year -5.7% 3 Year 15.2% 5 Year 25% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.42 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 25.19% Consumer Cyclical 17.47% Basic Materials 11.77% Industrials 11.51% Health Care 9.95% Technology 4.75% Real Estate 4.48% Consumer Defensive 4.09% Utility 2.73% Communication Services 1.61% Energy 1.39% Asset Allocation
Asset Class Value Cash 4.93% Equity 94.94% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹839 Cr 1,582,641
↓ -17,359 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹697 Cr 1,490,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹693 Cr 225,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI3% ₹640 Cr 1,050,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹616 Cr 4,700,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹604 Cr 1,465,945
↓ -134,055 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹579 Cr 22,500,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON2% ₹547 Cr 13,969,697 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹547 Cr 27,000,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004932% ₹526 Cr 4,500,000 7. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (18 Sep 25) ₹2,790.74 ↑ 5.17 (0.19 %) Net Assets (Cr) ₹12,540 on 31 Jul 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.24 Information Ratio -0.17 Alpha Ratio 1.58 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 Aug 20 ₹10,000 31 Aug 21 ₹16,067 31 Aug 22 ₹16,410 31 Aug 23 ₹19,821 31 Aug 24 ₹30,267 31 Aug 25 ₹29,190 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.3% 3 Month 2.6% 6 Month 15.3% 1 Year -0.2% 3 Year 21.9% 5 Year 24.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.59 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Akhil Kalluri 7 Feb 22 3.57 Yr. Data below for Franklin India Prima Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 20.58% Consumer Cyclical 17.68% Basic Materials 13.76% Industrials 11.84% Health Care 11.72% Technology 6.62% Real Estate 5.52% Consumer Defensive 4.84% Communication Services 3.6% Utility 1.28% Energy 1.08% Asset Allocation
Asset Class Value Cash 1.49% Equity 98.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹390 Cr 19,260,270
↓ -1,220,800 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹266 Cr 952,885
↑ 51,780 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹265 Cr 1,631,918 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹262 Cr 392,739 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹255 Cr 717,366 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹254 Cr 1,692,030 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹242 Cr 1,641,580 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹240 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹236 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹229 Cr 5,862,280 8. PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (18 Sep 25) ₹66.98 ↑ 0.12 (0.18 %) Net Assets (Cr) ₹11,468 on 31 Jul 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.72 Sharpe Ratio -0.15 Information Ratio -1.63 Alpha Ratio 3.22 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.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹19,203 31 Aug 22 ₹21,245 31 Aug 23 ₹22,896 31 Aug 24 ₹30,533 31 Aug 25 ₹30,439 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 1.7% 3 Month 4.5% 6 Month 18.3% 1 Year 1.8% 3 Year 13.8% 5 Year 24.1% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinay Paharia 1 Apr 23 2.42 Yr. Puneet Pal 16 Jul 22 3.13 Yr. Utsav Mehta 1 Nov 23 1.83 Yr. Vivek Sharma 15 Apr 24 1.38 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 19.99% Financial Services 17.92% Consumer Cyclical 16.82% Health Care 13.97% Basic Materials 11.02% Technology 6.87% Communication Services 3.31% Real Estate 2.62% Consumer Defensive 2.49% Utility 0.96% Asset Allocation
Asset Class Value Cash 4.02% Equity 95.98% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH4% ₹439 Cr 3,526,055 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT3% ₹365 Cr 548,106 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS3% ₹348 Cr 244,398 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹326 Cr 577,100 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹315 Cr 1,704,465
↑ 415,130 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹299 Cr 1,992,769 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | VMM3% ₹287 Cr 20,547,181
↑ 1,800,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5333982% ₹282 Cr 1,079,711
↑ 108,749 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5433202% ₹280 Cr 9,112,137
↑ 2,100,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹271 Cr 161,089 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (18 Sep 25) ₹802.09 ↑ 2.91 (0.36 %) Net Assets (Cr) ₹6,106 on 31 Jul 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.33 Information Ratio -1 Alpha Ratio -0.08 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 Aug 20 ₹10,000 31 Aug 21 ₹16,717 31 Aug 22 ₹17,992 31 Aug 23 ₹21,187 31 Aug 24 ₹30,528 31 Aug 25 ₹29,165 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.4% 3 Month 2.4% 6 Month 17.3% 1 Year -2.8% 3 Year 19.1% 5 Year 24.1% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vishal Gajwani 31 Oct 24 0.84 Yr. Dhaval Joshi 21 Nov 22 2.78 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 20.54% Basic Materials 16.2% Consumer Cyclical 14.97% Health Care 12.48% Industrials 11.11% Technology 10.98% Real Estate 3.81% Consumer Defensive 2.87% Utility 2.36% Communication Services 1.14% Asset Allocation
Asset Class Value Cash 3.54% Equity 96.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 5328434% ₹242 Cr 2,821,912 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹208 Cr 2,807,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹184 Cr 1,225,565 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹171 Cr 1,500,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹153 Cr 954,980
↑ 202,408 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX2% ₹153 Cr 387,241 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹149 Cr 916,888 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹147 Cr 220,298 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹144 Cr 1,100,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK2% ₹139 Cr 6,874,853 10. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (18 Sep 25) ₹102.489 ↑ 0.08 (0.08 %) Net Assets (Cr) ₹2,183 on 31 Jul 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.49 Information Ratio -0.92 Alpha Ratio -2.6 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 Aug 20 ₹10,000 31 Aug 21 ₹16,810 31 Aug 22 ₹17,604 31 Aug 23 ₹20,943 31 Aug 24 ₹31,192 31 Aug 25 ₹29,175 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 25 Duration Returns 1 Month 2.5% 3 Month 2.6% 6 Month 14.4% 1 Year -2.8% 3 Year 19.3% 5 Year 24.1% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 3.14 Yr. Himanshu Singh 21 Oct 24 0.86 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.93% Health Care 16.19% Consumer Cyclical 15.81% Industrials 13.07% Basic Materials 10.35% Technology 5.72% Consumer Defensive 4.44% Energy 4.11% Real Estate 2.04% Communication Services 2.01% Asset Allocation
Asset Class Value Cash 4.25% Equity 94.85% Debt 0.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹68 Cr 250,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹63 Cr 350,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹60 Cr 30,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹50 Cr 100,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 24 | 5063952% ₹50 Cr 185,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹50 Cr 800,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA2% ₹48 Cr 14,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5005302% ₹46 Cr 11,500
↑ 4,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹46 Cr 1,100,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹45 Cr 300,000
↓ -25,000
Conclusion
Mid-cap funds can be worth adding to your investment Portfolio. But, consider the returns that they can deliver. However, one thing you need to re-think on is— “Not every mid-cap can be tomorrow’s large cap."
So, choose your investment wisely!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund