+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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Fund Selection Methodology used to find 10 funds
Best Mid Cap Mutual Funds in India 2026
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 ₹101.604
↓ -0.21 ₹37,474 11.1 7.1 -1.4 19.2 21.7 -12.1 Invesco India Mid Cap Fund Growth ₹200.33
↓ -1.41 ₹13,767 10.5 12.4 11.9 24.8 19.4 6.3 Edelweiss Mid Cap Fund Growth ₹109.581
↓ -0.33 ₹17,748 5.8 5.9 10 22.2 18.1 3.8 Sundaram Mid Cap Fund Growth ₹1,521.68
↓ -7.73 ₹14,026 6.7 7 10.7 20.9 17.9 4.1 ICICI Prudential MidCap Fund Growth ₹341.83
↑ 0.69 ₹7,846 2.9 7.5 15 22.8 17.2 11.1 TATA Mid Cap Growth Fund Growth ₹465.965
↓ -2.26 ₹5,868 5.2 4.9 9.3 16.3 15.1 5.8 BNP Paribas Mid Cap Fund Growth ₹112.87
↓ -0.28 ₹2,513 5 7.8 13.3 18.3 15 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹849.16
↓ -2.04 ₹6,624 5.4 7.4 9.1 16.9 14.5 4.4 Franklin India Prima Fund Growth ₹2,852.25
↓ -22.46 ₹12,490 6.6 4.5 4.5 17.4 14.5 1.6 SBI Magnum Mid Cap Fund Growth ₹244.228
↓ -1.86 ₹24,127 3.7 4.5 7 12.5 14 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund TATA Mid Cap Growth Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund SBI Magnum Mid Cap Fund Point 1 Highest AUM (₹37,474 Cr). Upper mid AUM (₹13,767 Cr). Upper mid AUM (₹17,748 Cr). Upper mid AUM (₹14,026 Cr). Lower mid AUM (₹7,846 Cr). Bottom quartile AUM (₹5,868 Cr). Bottom quartile AUM (₹2,513 Cr). Bottom quartile AUM (₹6,624 Cr). Lower mid AUM (₹12,490 Cr). Top quartile AUM (₹24,127 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (24+ yrs). Established history (21+ yrs). Oldest track record among peers (32 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (32+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.73% (top quartile). 5Y return: 19.38% (top quartile). 5Y return: 18.06% (upper mid). 5Y return: 17.94% (upper mid). 5Y return: 17.23% (upper mid). 5Y return: 15.09% (lower mid). 5Y return: 14.97% (lower mid). 5Y return: 14.48% (bottom quartile). 5Y return: 14.46% (bottom quartile). 5Y return: 14.01% (bottom quartile). Point 6 3Y return: 19.25% (upper mid). 3Y return: 24.76% (top quartile). 3Y return: 22.16% (upper mid). 3Y return: 20.89% (upper mid). 3Y return: 22.78% (top quartile). 3Y return: 16.31% (bottom quartile). 3Y return: 18.27% (lower mid). 3Y return: 16.94% (bottom quartile). 3Y return: 17.41% (lower mid). 3Y return: 12.54% (bottom quartile). Point 7 1Y return: -1.37% (bottom quartile). 1Y return: 11.94% (upper mid). 1Y return: 9.99% (upper mid). 1Y return: 10.73% (upper mid). 1Y return: 14.95% (top quartile). 1Y return: 9.35% (lower mid). 1Y return: 13.26% (top quartile). 1Y return: 9.06% (lower mid). 1Y return: 4.48% (bottom quartile). 1Y return: 7.04% (bottom quartile). Point 8 Alpha: -14.72 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -1.09 (lower mid). Alpha: 0.71 (upper mid). Alpha: 6.02 (top quartile). Alpha: -0.52 (lower mid). Alpha: 3.32 (top quartile). Alpha: -0.17 (upper mid). Alpha: -6.86 (bottom quartile). Alpha: -3.96 (bottom quartile). Point 9 Sharpe: -0.71 (bottom quartile). Sharpe: 0.19 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: 0.06 (upper mid). Sharpe: 0.32 (top quartile). Sharpe: -0.01 (lower mid). Sharpe: 0.22 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: -0.25 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.48 (top quartile). Information ratio: 0.32 (upper mid). Information ratio: 0.87 (top quartile). Information ratio: -0.66 (bottom quartile). Information ratio: -0.21 (upper mid). Information ratio: -0.44 (lower mid). Information ratio: -0.66 (bottom quartile). Information ratio: -1.40 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
TATA Mid Cap Growth Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima Fund
SBI Magnum 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 The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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 income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 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 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 Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To 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 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (04 Aug 26) ₹101.604 ↓ -0.21 (-0.21 %) Net Assets (Cr) ₹37,474 on 30 Jun 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.71 Information Ratio -0.25 Alpha Ratio -14.72 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 Jul 21 ₹10,000 31 Jul 22 ₹12,488 31 Jul 23 ₹15,748 31 Jul 24 ₹26,692 31 Jul 25 ₹27,117 31 Jul 26 ₹26,669 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 6.4% 3 Month 11.1% 6 Month 7.1% 1 Year -1.4% 3 Year 19.2% 5 Year 21.7% 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 0.53 Yr. Swapnil Mayekar 18 Nov 25 0.7 Yr. Ajay Khandelwal 1 Oct 24 1.83 Yr. Ankit Agarwal 21 Jan 26 0.53 Yr. Rakesh Shetty 22 Nov 22 3.69 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 31.53% Technology 26.25% Industrials 15.4% Consumer Cyclical 14.49% Real Estate 3.1% Communication Services 2.97% Health Care 2.8% Consumer Defensive 0.57% Asset Allocation
Asset Class Value Cash 2.89% Equity 97.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM7% ₹2,751 Cr 24,100,476
↑ 334,611 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL6% ₹2,375 Cr 61,413,395 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,265 Cr 15,453,312
↓ -250,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,233 Cr 84,386,866 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI6% ₹2,101 Cr 3,870,834
↓ -160,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹2,056 Cr 52,459,381 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT5% ₹1,720 Cr 3,976,493
↓ -50,000 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW5% ₹1,710 Cr 84,616,660 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹1,416 Cr 13,590,867
↑ 1,116,515 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE4% ₹1,353 Cr 3,500,830 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (04 Aug 26) ₹200.33 ↓ -1.41 (-0.70 %) Net Assets (Cr) ₹13,767 on 30 Jun 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.19 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 Jul 21 ₹10,000 31 Jul 22 ₹10,219 31 Jul 23 ₹12,600 31 Jul 24 ₹19,551 31 Jul 25 ₹21,829 31 Jul 26 ₹24,059 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 0.9% 3 Month 10.5% 6 Month 12.4% 1 Year 11.9% 3 Year 24.8% 5 Year 19.4% 10 Year 15 Year Since launch 16.8% 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 2.73 Yr. Data below for Invesco India Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 28.81% Consumer Cyclical 19.95% Health Care 17.65% Industrials 13.86% Real Estate 9.67% Technology 3.8% Basic Materials 3.66% Utility 1.97% Asset Allocation
Asset Class Value Cash 0.63% Equity 99.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹976 Cr 6,236,588
↑ 939,982 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹768 Cr 23,278,440
↑ 974,308 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹699 Cr 1,809,521 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹616 Cr 5,936,790 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO4% ₹615 Cr 31,970,414
↑ 31,970,414 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹601 Cr 4,577,395 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹592 Cr 5,241,044 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹575 Cr 1,071,057
↓ -115,381 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹544 Cr 20,552,364
↓ -1,614,338 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹524 Cr 16,854,973 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (04 Aug 26) ₹109.581 ↓ -0.33 (-0.30 %) Net Assets (Cr) ₹17,748 on 30 Jun 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.04 Information Ratio 0.48 Alpha Ratio -1.09 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 Jul 21 ₹10,000 31 Jul 22 ₹10,533 31 Jul 23 ₹12,719 31 Jul 24 ₹20,245 31 Jul 25 ₹20,918 31 Jul 26 ₹22,844 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 1.9% 3 Month 5.8% 6 Month 5.9% 1 Year 10% 3 Year 22.2% 5 Year 18.1% 10 Year 15 Year Since launch 13.7% 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 1.79 Yr. Trideep Bhattacharya 1 Oct 21 4.83 Yr. Raj Koradia 1 Aug 24 2 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 28.47% Industrials 15.53% Consumer Cyclical 12.73% Basic Materials 10.16% Health Care 10.08% Technology 5.07% Consumer Defensive 4.52% Communication Services 2.84% Utility 2.83% Real Estate 2.3% Energy 1.64% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹687 Cr 20,823,817
↑ 3,921,648 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹462 Cr 1,196,328 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹400 Cr 4,181,418
↑ 128,845 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹393 Cr 4,701,724
↑ 144,878 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹381 Cr 203,930
↑ 6,283 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹381 Cr 1,341,342
↓ -389,135 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Mar 26 | 5001032% ₹334 Cr 8,077,656 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | IDFCFIRSTB2% ₹316 Cr 39,695,054
↑ 1,223,156 City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | CUB2% ₹315 Cr 15,122,245
↑ 2,484,862 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | 5244942% ₹312 Cr 1,833,465
↑ 420,328 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Aug 26) ₹1,521.68 ↓ -7.73 (-0.51 %) Net Assets (Cr) ₹14,026 on 30 Jun 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.06 Information Ratio 0.32 Alpha Ratio 0.71 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 Jul 21 ₹10,000 31 Jul 22 ₹10,653 31 Jul 23 ₹13,062 31 Jul 24 ₹20,403 31 Jul 25 ₹20,694 31 Jul 26 ₹22,756 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 3.5% 3 Month 6.7% 6 Month 7% 1 Year 10.7% 3 Year 20.9% 5 Year 17.9% 10 Year 15 Year Since launch 23.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.44 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 22.57% Industrials 19.78% Consumer Cyclical 14.09% Health Care 10.44% Basic Materials 8.35% Technology 8% Consumer Defensive 5% Real Estate 3.2% Utility 2.34% Energy 1.32% Communication Services 1.2% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.3% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹424 Cr 750,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹408 Cr 825,000
↓ -75,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹369 Cr 11,700,000
↑ 201,525 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹365 Cr 945,165 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹362 Cr 10,962,188
↑ 562,500 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹344 Cr 1,714,153
↑ 72,124 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jul 24 | SUZLON2% ₹340 Cr 57,725,000
↑ 7,422,525 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹304 Cr 38,278,844 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹286 Cr 1,805,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹276 Cr 3,300,000 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (04 Aug 26) ₹341.83 ↑ 0.69 (0.20 %) Net Assets (Cr) ₹7,846 on 30 Jun 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.32 Information Ratio 0.87 Alpha Ratio 6.02 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 Jul 21 ₹10,000 31 Jul 22 ₹10,464 31 Jul 23 ₹12,190 31 Jul 24 ₹19,290 31 Jul 25 ₹19,326 31 Jul 26 ₹22,034 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 1.4% 3 Month 2.9% 6 Month 7.5% 1 Year 15% 3 Year 22.8% 5 Year 17.2% 10 Year 15 Year Since launch 17.6% 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 4.09 Yr. Sharmila D’mello 31 Jul 22 4.01 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 25.06% Basic Materials 23.76% Financial Services 21.74% Consumer Cyclical 13.62% Real Estate 5.61% Energy 3.66% Health Care 1.72% Communication Services 1.42% Technology 1.12% Utility 0.19% Asset Allocation
Asset Class Value Cash 2.1% Equity 97.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS5% ₹430 Cr 273,711 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹391 Cr 1,011,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹352 Cr 1,239,860 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹295 Cr 2,786,470 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO4% ₹287 Cr 7,283,739 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹257 Cr 1,437,425 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5004933% ₹252 Cr 1,174,895 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹247 Cr 824,501 KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | KEI3% ₹237 Cr 437,075 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | POLICYBZR3% ₹229 Cr 1,408,585 6. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (04 Aug 26) ₹465.965 ↓ -2.26 (-0.48 %) Net Assets (Cr) ₹5,868 on 30 Jun 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.01 Information Ratio -0.66 Alpha Ratio -0.52 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 Jul 21 ₹10,000 31 Jul 22 ₹10,445 31 Jul 23 ₹12,996 31 Jul 24 ₹19,883 31 Jul 25 ₹18,829 31 Jul 26 ₹20,252 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 1.9% 3 Month 5.2% 6 Month 4.9% 1 Year 9.3% 3 Year 16.3% 5 Year 15.1% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.4 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 28.09% Industrials 14.59% Consumer Cyclical 12.82% Health Care 11.17% Basic Materials 9.78% Technology 9.27% Communication Services 4.11% Real Estate 2.84% Consumer Defensive 2.49% Utility 2.45% Energy 1.21% Asset Allocation
Asset Class Value Cash 0.75% Equity 99.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹204 Cr 800,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹198 Cr 6,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001033% ₹187 Cr 4,518,139
↑ 400,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹158 Cr 1,000,000
↑ 50,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹157 Cr 1,700,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹156 Cr 1,500,000 BSE Ltd (Financial Services)
Equity, Since 28 Feb 26 | BSE3% ₹152 Cr 392,200 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹150 Cr 1,835,455 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316422% ₹146 Cr 1,750,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Aug 23 | 5348162% ₹137 Cr 3,500,000
↑ 400,000 7. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (04 Aug 26) ₹112.87 ↓ -0.28 (-0.25 %) Net Assets (Cr) ₹2,513 on 30 Jun 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.22 Information Ratio -0.21 Alpha Ratio 3.32 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 Jul 21 ₹10,000 31 Jul 22 ₹10,174 31 Jul 23 ₹12,239 31 Jul 24 ₹18,475 31 Jul 25 ₹17,949 31 Jul 26 ₹19,934 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 2.1% 3 Month 5% 6 Month 7.8% 1 Year 13.3% 3 Year 18.3% 5 Year 15% 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 Rohan Korde 1 May 26 0.25 Yr. Ankeet Pandya 1 Jul 26 0.08 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 25.46% Industrials 16.17% Consumer Cyclical 13.16% Health Care 12.33% Basic Materials 11.23% Technology 6.09% Utility 4.34% Real Estate 2.72% Consumer Defensive 2.11% Energy 1.57% Communication Services 1.16% Asset Allocation
Asset Class Value Cash 2.88% Equity 96.33% Debt 0.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001033% ₹83 Cr 2,000,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹82 Cr 165,000
↓ -10,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹67 Cr 19,105
↓ -2,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK3% ₹66 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹66 Cr 85,608
↓ -5,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹60 Cr 740,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 5433492% ₹60 Cr 170,466 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹58 Cr 150,000
↓ -18,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | POLICYBZR2% ₹57 Cr 348,500 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹53 Cr 311,250
↑ 11,250 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (04 Aug 26) ₹849.16 ↓ -2.04 (-0.24 %) Net Assets (Cr) ₹6,624 on 30 Jun 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.01 Information Ratio -0.44 Alpha Ratio -0.17 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 Jul 21 ₹10,000 31 Jul 22 ₹10,579 31 Jul 23 ₹12,473 31 Jul 24 ₹18,472 31 Jul 25 ₹18,235 31 Jul 26 ₹19,555 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 1.5% 3 Month 5.4% 6 Month 7.4% 1 Year 9.1% 3 Year 16.9% 5 Year 14.5% 10 Year 15 Year Since launch 20.5% 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 1.75 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 27.13% Industrials 18.08% Consumer Cyclical 14.01% Basic Materials 12.77% Health Care 9.12% Technology 6.96% Real Estate 4.03% Consumer Defensive 2.89% Utility 2.4% Asset Allocation
Asset Class Value Cash 2.59% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK4% ₹232 Cr 7,043,431 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW3% ₹229 Cr 11,343,440
↑ 1,485,910 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹205 Cr 398,277
↓ -16,597 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹201 Cr 1,940,849 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹187 Cr 342,940 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹182 Cr 1,151,200
↓ -74,365 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5323312% ₹162 Cr 473,984
↑ 67,694 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO2% ₹161 Cr 901,080
↑ 28,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹157 Cr 204,519 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹156 Cr 1,100,000 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (04 Aug 26) ₹2,852.25 ↓ -22.46 (-0.78 %) Net Assets (Cr) ₹12,490 on 30 Jun 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.35 Information Ratio -0.66 Alpha Ratio -6.86 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 Jul 21 ₹10,000 31 Jul 22 ₹10,010 31 Jul 23 ₹12,343 31 Jul 24 ₹18,989 31 Jul 25 ₹19,128 31 Jul 26 ₹19,672 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 2.2% 3 Month 6.6% 6 Month 4.5% 1 Year 4.5% 3 Year 17.4% 5 Year 14.5% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.51 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Akhil Kalluri 7 Feb 22 4.48 Yr. Data below for Franklin India Prima Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 24.17% Industrials 17.18% Consumer Cyclical 13.58% Basic Materials 10.22% Health Care 9.72% Technology 7.6% Real Estate 5.92% Communication Services 3.15% Utility 2.05% Consumer Defensive 1.72% Energy 0.98% Asset Allocation
Asset Class Value Cash 3.73% Equity 96.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹341 Cr 10,324,683 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹293 Cr 36,893,177 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹266 Cr 8,413,356
↑ 1,000,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹262 Cr 1,029,108 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹260 Cr 6,219,684 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹256 Cr 1,175,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹255 Cr 1,631,918 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 22 | TIINDIA2% ₹253 Cr 836,172 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹251 Cr 1,473,633 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹249 Cr 1,152,885 10. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (04 Aug 26) ₹244.228 ↓ -1.86 (-0.76 %) Net Assets (Cr) ₹24,127 on 30 Jun 26 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.18 Information Ratio -1.4 Alpha Ratio -3.96 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 Jul 21 ₹10,000 31 Jul 22 ₹11,270 31 Jul 23 ₹13,795 31 Jul 24 ₹19,117 31 Jul 25 ₹18,412 31 Jul 26 ₹19,339 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 26 Duration Returns 1 Month 1.1% 3 Month 3.7% 6 Month 4.5% 1 Year 7% 3 Year 12.5% 5 Year 14% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 20.3% 2022 34.5% 2021 3% 2020 52.2% 2019 30.4% 2018 0.1% 2017 -18% 2016 33.5% 2015 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 2.33 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 25.38% Industrials 18.61% Basic Materials 12.09% Consumer Cyclical 11.17% Health Care 9.4% Utility 7.3% Technology 4.4% Consumer Defensive 3.8% Real Estate 3.6% Communication Services 1.53% Energy 0.8% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.07% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹707 Cr 5,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001033% ₹704 Cr 17,000,000
↓ -420,252 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹689 Cr 1,688,968
↑ 21,082 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Oct 25 | ADANIENSOL3% ₹686 Cr 4,600,000
↓ -355,582 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹661 Cr 1,300,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON3% ₹652 Cr 15,598,584 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | ICICIGI3% ₹644 Cr 3,700,000
↑ 1,000,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Oct 22 | 5060763% ₹635 Cr 2,929,497 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | 5099303% ₹632 Cr 2,000,000
↑ 200,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹631 Cr 250,000
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