+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 ₹102.27
↑ 0.26 ₹37,501 -3.1 2.6 -7.3 24.4 29.2 57.1 Edelweiss Mid Cap Fund Growth ₹103.534
↓ -0.82 ₹12,647 2.8 5.4 2.9 23.9 25.7 38.9 Invesco India Mid Cap Fund Growth ₹185.2
↓ -0.20 ₹9,320 2.8 8.9 8.8 26 25.3 43.1 Sundaram Mid Cap Fund Growth ₹1,427.69
↓ -2.86 ₹13,236 3.2 5.9 3.5 23 23.7 32 ICICI Prudential MidCap Fund Growth ₹308.43
↑ 0.17 ₹6,964 3.9 6.5 5.7 21.1 23.3 27 BNP Paribas Mid Cap Fund Growth ₹104.2
↓ -0.83 ₹2,276 3.3 5.3 1.7 19.2 21.8 28.5 SBI Magnum Mid Cap Fund Growth ₹232.845
↓ -0.48 ₹23,036 2.9 0.6 -1.6 15.8 21.6 20.3 TATA Mid Cap Growth Fund Growth ₹444.839
↓ -0.13 ₹5,283 3.9 6.9 2.3 20.3 21.4 22.7 Aditya Birla Sun Life Midcap Fund Growth ₹796.71
↑ 0.19 ₹6,271 2 3.7 0.9 19 21.3 22 Franklin India Prima Fund Growth ₹2,797.6
↓ -5.53 ₹12,770 2.5 3.9 1.1 20.9 20.5 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Dec 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 BNP Paribas Mid Cap Fund SBI Magnum Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund Point 1 Highest AUM (₹37,501 Cr). Upper mid AUM (₹12,647 Cr). Lower mid AUM (₹9,320 Cr). Upper mid AUM (₹13,236 Cr). Lower mid AUM (₹6,964 Cr). Bottom quartile AUM (₹2,276 Cr). Top quartile AUM (₹23,036 Cr). Bottom quartile AUM (₹5,283 Cr). Bottom quartile AUM (₹6,271 Cr). Upper mid AUM (₹12,770 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (23+ yrs). Oldest track record among peers (32 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: 2★ (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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 29.23% (top quartile). 5Y return: 25.75% (top quartile). 5Y return: 25.30% (upper mid). 5Y return: 23.72% (upper mid). 5Y return: 23.28% (upper mid). 5Y return: 21.78% (lower mid). 5Y return: 21.58% (lower mid). 5Y return: 21.44% (bottom quartile). 5Y return: 21.26% (bottom quartile). 5Y return: 20.53% (bottom quartile). Point 6 3Y return: 24.43% (top quartile). 3Y return: 23.88% (upper mid). 3Y return: 26.03% (top quartile). 3Y return: 23.04% (upper mid). 3Y return: 21.09% (upper mid). 3Y return: 19.19% (bottom quartile). 3Y return: 15.82% (bottom quartile). 3Y return: 20.33% (lower mid). 3Y return: 18.97% (bottom quartile). 3Y return: 20.91% (lower mid). Point 7 1Y return: -7.33% (bottom quartile). 1Y return: 2.89% (upper mid). 1Y return: 8.82% (top quartile). 1Y return: 3.51% (upper mid). 1Y return: 5.71% (top quartile). 1Y return: 1.73% (lower mid). 1Y return: -1.63% (bottom quartile). 1Y return: 2.26% (upper mid). 1Y return: 0.90% (bottom quartile). 1Y return: 1.15% (lower mid). Point 8 Alpha: -4.22 (bottom quartile). Alpha: -0.23 (upper mid). Alpha: 0.00 (top quartile). Alpha: -0.05 (upper mid). Alpha: 2.69 (top quartile). Alpha: -3.98 (lower mid). Alpha: -7.25 (bottom quartile). Alpha: -3.43 (lower mid). Alpha: -4.40 (bottom quartile). Alpha: -2.98 (upper mid). Point 9 Sharpe: -0.13 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: 0.43 (top quartile). Sharpe: 0.08 (upper mid). Sharpe: 0.22 (top quartile). Sharpe: -0.17 (bottom quartile). Sharpe: -0.39 (bottom quartile). Sharpe: -0.12 (lower mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.09 (upper mid). Point 10 Information ratio: 0.20 (top quartile). Information ratio: 0.18 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.16 (upper mid). Information ratio: -0.29 (upper mid). Information ratio: -1.03 (bottom quartile). Information ratio: -1.31 (bottom quartile). Information ratio: -0.66 (lower mid). Information ratio: -0.80 (bottom quartile). Information ratio: -0.49 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
BNP Paribas Mid Cap Fund
SBI Magnum Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima 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 The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To provide 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 To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on 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 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (04 Dec 25) ₹102.27 ↑ 0.26 (0.26 %) Net Assets (Cr) ₹37,501 on 31 Oct 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.13 Information Ratio 0.2 Alpha Ratio -4.22 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -2.2% 3 Month -3.1% 6 Month 2.6% 1 Year -7.3% 3 Year 24.4% 5 Year 29.2% 10 Year 15 Year Since launch 21.8% 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 Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (03 Dec 25) ₹103.534 ↓ -0.82 (-0.79 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -0.6% 3 Month 2.8% 6 Month 5.4% 1 Year 2.9% 3 Year 23.9% 5 Year 25.7% 10 Year 15 Year Since launch 13.9% 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 Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (04 Dec 25) ₹185.2 ↓ -0.20 (-0.11 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -0.3% 3 Month 2.8% 6 Month 8.9% 1 Year 8.8% 3 Year 26% 5 Year 25.3% 10 Year 15 Year Since launch 17% 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 Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Dec 25) ₹1,427.69 ↓ -2.86 (-0.20 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -1.4% 3 Month 3.2% 6 Month 5.9% 1 Year 3.5% 3 Year 23% 5 Year 23.7% 10 Year 15 Year Since launch 23.7% 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 Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (04 Dec 25) ₹308.43 ↑ 0.17 (0.06 %) Net Assets (Cr) ₹6,964 on 31 Oct 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 -0.29 Alpha Ratio 2.69 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -1% 3 Month 3.9% 6 Month 6.5% 1 Year 5.7% 3 Year 21.1% 5 Year 23.3% 10 Year 15 Year Since launch 17.6% 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 Data below for ICICI Prudential MidCap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (03 Dec 25) ₹104.2 ↓ -0.83 (-0.79 %) Net Assets (Cr) ₹2,276 on 31 Oct 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -1.03 Alpha Ratio -3.98 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -0.4% 3 Month 3.3% 6 Month 5.3% 1 Year 1.7% 3 Year 19.2% 5 Year 21.8% 10 Year 15 Year Since launch 12.7% 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 Data below for BNP Paribas Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (04 Dec 25) ₹232.845 ↓ -0.48 (-0.20 %) Net Assets (Cr) ₹23,036 on 31 Oct 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.39 Information Ratio -1.31 Alpha Ratio -7.25 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -0.5% 3 Month 2.9% 6 Month 0.6% 1 Year -1.6% 3 Year 15.8% 5 Year 21.6% 10 Year 15 Year Since launch 16.5% 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 Data below for SBI Magnum Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (04 Dec 25) ₹444.839 ↓ -0.13 (-0.03 %) Net Assets (Cr) ₹5,283 on 31 Oct 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.12 Information Ratio -0.66 Alpha Ratio -3.43 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month 0% 3 Month 3.9% 6 Month 6.9% 1 Year 2.3% 3 Year 20.3% 5 Year 21.4% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (04 Dec 25) ₹796.71 ↑ 0.19 (0.02 %) Net Assets (Cr) ₹6,271 on 31 Oct 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.17 Information Ratio -0.8 Alpha Ratio -4.4 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -1.1% 3 Month 2% 6 Month 3.7% 1 Year 0.9% 3 Year 19% 5 Year 21.3% 10 Year 15 Year Since launch 20.8% 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 Data below for Aditya Birla Sun Life Midcap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (04 Dec 25) ₹2,797.6 ↓ -5.53 (-0.20 %) Net Assets (Cr) ₹12,770 on 31 Oct 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio -2.98 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25 Duration Returns 1 Month -0.5% 3 Month 2.5% 6 Month 3.9% 1 Year 1.1% 3 Year 20.9% 5 Year 20.5% 10 Year 15 Year Since launch 19.3% 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 Data below for Franklin India Prima Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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