+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 (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.995
↓ -0.22 ₹40,036 13.6 18.1 -0.4 18 21 -12.1 Invesco India Mid Cap Fund Growth ₹199.11
↓ -0.43 ₹14,721 9.4 14.1 11.2 22.9 19.1 6.3 Edelweiss Mid Cap Fund Growth ₹109.891
↓ -0.35 ₹18,693 5.2 7.9 9.6 20.4 17.7 3.8 ICICI Prudential MidCap Fund Growth ₹346.07
↓ -2.64 ₹7,954 4.2 9.2 17.9 21.7 17.3 11.1 Sundaram Mid Cap Fund Growth ₹1,503.08
↓ -7.27 ₹14,504 5.4 7.3 9 18.7 16.6 4.1 BNP Paribas Mid Cap Fund Growth ₹111.861
↓ -0.55 ₹2,584 4.5 7.7 11.7 16.3 14.3 2.5 TATA Mid Cap Growth Fund Growth ₹463.526
↓ -2.33 ₹6,056 5 6.1 8.6 14.4 14.1 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹856.09
↓ -4.49 ₹6,723 6.8 11.2 10.2 15.2 14 4.4 Franklin India Prima Fund Growth ₹2,834.6
↓ -6.81 ₹12,871 6.6 6.7 3.9 15.6 13.5 1.6 SBI Magnum Mid Cap Fund Growth ₹241.725
↓ -0.43 ₹24,354 3.7 4.5 6.7 10.9 13.2 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund SBI Magnum Mid Cap Fund Point 1 Highest AUM (₹40,036 Cr). Upper mid AUM (₹14,721 Cr). Upper mid AUM (₹18,693 Cr). Lower mid AUM (₹7,954 Cr). Upper mid AUM (₹14,504 Cr). Bottom quartile AUM (₹2,584 Cr). Bottom quartile AUM (₹6,056 Cr). Bottom quartile AUM (₹6,723 Cr). Lower mid AUM (₹12,871 Cr). Top quartile AUM (₹24,354 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (24+ yrs). Established history (20+ yrs). Oldest track record among peers (32 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). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.02% (top quartile). 5Y return: 19.13% (top quartile). 5Y return: 17.73% (upper mid). 5Y return: 17.33% (upper mid). 5Y return: 16.58% (upper mid). 5Y return: 14.28% (lower mid). 5Y return: 14.05% (lower mid). 5Y return: 13.99% (bottom quartile). 5Y return: 13.49% (bottom quartile). 5Y return: 13.21% (bottom quartile). Point 6 3Y return: 17.95% (upper mid). 3Y return: 22.93% (top quartile). 3Y return: 20.39% (upper mid). 3Y return: 21.67% (top quartile). 3Y return: 18.67% (upper mid). 3Y return: 16.26% (lower mid). 3Y return: 14.41% (bottom quartile). 3Y return: 15.23% (bottom quartile). 3Y return: 15.57% (lower mid). 3Y return: 10.86% (bottom quartile). Point 7 1Y return: -0.40% (bottom quartile). 1Y return: 11.19% (upper mid). 1Y return: 9.60% (upper mid). 1Y return: 17.90% (top quartile). 1Y return: 9.00% (lower mid). 1Y return: 11.74% (top quartile). 1Y return: 8.59% (lower mid). 1Y return: 10.20% (upper mid). 1Y return: 3.85% (bottom quartile). 1Y return: 6.70% (bottom quartile). Point 8 Alpha: -9.71 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.40 (upper mid). Alpha: 4.57 (top quartile). Alpha: 1.07 (upper mid). Alpha: 2.17 (top quartile). Alpha: -1.11 (lower mid). Alpha: -1.60 (lower mid). Alpha: -5.64 (bottom quartile). Alpha: -3.62 (bottom quartile). Point 9 Sharpe: -0.24 (bottom quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.27 (upper mid). Sharpe: 0.48 (top quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.38 (top quartile). Sharpe: 0.19 (lower mid). Sharpe: 0.17 (lower mid). Sharpe: -0.06 (bottom quartile). Sharpe: 0.06 (bottom quartile). Point 10 Information ratio: 0.06 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.68 (top quartile). Information ratio: 0.73 (top quartile). Information ratio: 0.49 (upper mid). Information ratio: -0.22 (lower mid). Information ratio: -0.72 (bottom quartile). Information ratio: -0.51 (bottom quartile). Information ratio: -0.41 (lower mid). Information ratio: -1.30 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
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 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 (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 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 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 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 (02 Sep 26) ₹103.995 ↓ -0.22 (-0.22 %) Net Assets (Cr) ₹40,036 on 31 Jul 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.24 Information Ratio 0.06 Alpha Ratio -9.71 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 21 ₹10,000 31 Aug 22 ₹12,549 31 Aug 23 ₹15,866 31 Aug 24 ₹25,879 31 Aug 25 ₹25,890 31 Aug 26 ₹27,113 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 3.7% 3 Month 13.6% 6 Month 18.1% 1 Year -0.4% 3 Year 18% 5 Year 21% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 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% 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 31 Jul 26
Equity Sector Allocation
Sector Value Technology 28.34% Financial Services 27.66% Consumer Cyclical 17.34% Industrials 13.7% Real Estate 2.58% Communication Services 2.55% Health Care 2.2% Energy 0.91% Consumer Defensive 0.6% Asset Allocation
Asset Class Value Cash 4.13% Equity 95.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹3,553 Cr 58,000,000
↓ -3,413,395 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM8% ₹3,237 Cr 24,100,476 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,552 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,235 Cr 12,988,926
↓ -2,464,386 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹2,082 Cr 51,500,000
↓ -959,381 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,925 Cr 3,850,000
↓ -20,834 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT5% ₹1,901 Cr 3,425,000
↓ -551,493 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,635 Cr 84,095,094
↓ -521,566 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | SHRIRAMFIN4% ₹1,500 Cr 14,328,296
↑ 737,429 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON3% ₹1,395 Cr 992,735
↓ -32,000 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (02 Sep 26) ₹199.11 ↓ -0.43 (-0.22 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 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 21 ₹10,000 31 Aug 22 ₹10,702 31 Aug 23 ₹13,026 31 Aug 24 ₹20,065 31 Aug 25 ₹21,554 31 Aug 26 ₹24,732 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 0.7% 3 Month 9.4% 6 Month 14.1% 1 Year 11.2% 3 Year 22.9% 5 Year 19.1% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.81 Yr. Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 27% Consumer Cyclical 20.7% Health Care 19.76% Industrials 12.86% Real Estate 9.2% Basic Materials 3.43% Utility 2.23% Technology 1.81% Asset Allocation
Asset Class Value Cash 3.01% Equity 96.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹1,054 Cr 6,519,974
↑ 283,386 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹945 Cr 26,323,800
↑ 3,045,360 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH6% ₹915 Cr 8,326,618
↑ 3,085,574 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO5% ₹683 Cr 37,475,229
↑ 5,504,815 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹643 Cr 4,577,395 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹622 Cr 5,936,790 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹616 Cr 20,352,364
↓ -200,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹598 Cr 5,906,941
↑ 298,376 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹569 Cr 1,559,643
↓ -249,878 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5335194% ₹561 Cr 18,019,000
↑ 1,164,027 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (02 Sep 26) ₹109.891 ↓ -0.35 (-0.32 %) Net Assets (Cr) ₹18,693 on 31 Jul 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.68 Sharpe Ratio 0.27 Information Ratio 0.68 Alpha Ratio 0.4 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 21 ₹10,000 31 Aug 22 ₹10,989 31 Aug 23 ₹13,013 31 Aug 24 ₹20,708 31 Aug 25 ₹20,481 31 Aug 26 ₹23,149 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 1.1% 3 Month 5.2% 6 Month 7.9% 1 Year 9.6% 3 Year 20.4% 5 Year 17.7% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.88 Yr. Trideep Bhattacharya 1 Oct 21 4.92 Yr. Mehul Dalmia 3 Aug 26 0.08 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 28.05% Consumer Cyclical 15.36% Industrials 11.77% Health Care 9.94% Basic Materials 9.43% Technology 7.21% Consumer Defensive 4.53% Real Estate 4.1% Communication Services 2.65% Utility 2.12% Energy 1.58% Asset Allocation
Asset Class Value Cash 3.26% Equity 96.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹747 Cr 20,823,817 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹436 Cr 1,196,328 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹423 Cr 1,571,687
↑ 230,345 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹409 Cr 4,701,724 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹402 Cr 724,918
↑ 218,111 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹395 Cr 4,181,418 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹375 Cr 2,179,829
↑ 242,402 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹375 Cr 203,930 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | IDFCFIRSTB2% ₹336 Cr 39,695,054 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | RADICO2% ₹329 Cr 757,467 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (02 Sep 26) ₹346.07 ↓ -2.64 (-0.76 %) Net Assets (Cr) ₹7,954 on 31 Jul 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.48 Information Ratio 0.73 Alpha Ratio 4.57 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 21 ₹10,000 31 Aug 22 ₹10,736 31 Aug 23 ₹12,358 31 Aug 24 ₹19,091 31 Aug 25 ₹18,740 31 Aug 26 ₹22,897 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 2.3% 3 Month 4.2% 6 Month 9.2% 1 Year 17.9% 3 Year 21.7% 5 Year 17.3% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 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% 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 31 Jul 26
Equity Sector Allocation
Sector Value Basic Materials 24.58% Industrials 23.53% Financial Services 20.96% Consumer Cyclical 13.93% Real Estate 5.88% Energy 4.77% Communication Services 1.52% Health Care 1.49% Technology 1.28% Utility 0.01% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS5% ₹393 Cr 273,711 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO5% ₹380 Cr 9,739,597
↑ 2,455,858 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹369 Cr 1,011,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹345 Cr 1,279,860
↑ 40,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹307 Cr 2,786,470 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹262 Cr 1,437,425 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5004933% ₹258 Cr 1,174,895 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹257 Cr 824,501 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹229 Cr 1,418,018 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹228 Cr 3,106,731 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (02 Sep 26) ₹1,503.08 ↓ -7.27 (-0.48 %) Net Assets (Cr) ₹14,504 on 31 Jul 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.31 Information Ratio 0.49 Alpha Ratio 1.07 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 21 ₹10,000 31 Aug 22 ₹10,915 31 Aug 23 ₹13,052 31 Aug 24 ₹20,165 31 Aug 25 ₹19,817 31 Aug 26 ₹22,274 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month -0.4% 3 Month 5.4% 6 Month 7.3% 1 Year 9% 3 Year 18.7% 5 Year 16.6% 10 Year 15 Year Since launch 23.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 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% 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 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 23.54% Industrials 17.38% Consumer Cyclical 16.33% Health Care 10.47% Basic Materials 8.37% Technology 8.01% Consumer Defensive 3.96% Real Estate 2.85% Utility 2.21% Communication Services 1.35% Energy 1.26% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.74% Debt 0.07% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹451 Cr 11,700,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹398 Cr 722,000
↓ -28,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹395 Cr 6,450,835
↓ -50,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹393 Cr 10,962,188 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹360 Cr 1,735,153
↑ 21,000 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹345 Cr 945,165 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹324 Cr 38,278,844 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹303 Cr 700,000
↓ -125,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹293 Cr 1,705,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹287 Cr 3,300,000 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (02 Sep 26) ₹111.861 ↓ -0.55 (-0.49 %) Net Assets (Cr) ₹2,584 on 31 Jul 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.38 Information Ratio -0.22 Alpha Ratio 2.17 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 21 ₹10,000 31 Aug 22 ₹10,472 31 Aug 23 ₹12,459 31 Aug 24 ₹18,556 31 Aug 25 ₹17,356 31 Aug 26 ₹20,014 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 0.3% 3 Month 4.5% 6 Month 7.7% 1 Year 11.7% 3 Year 16.3% 5 Year 14.3% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 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% 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 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.28% Industrials 16.04% Health Care 12.83% Consumer Cyclical 11.93% Basic Materials 9.78% Technology 7.77% Utility 4.64% Real Estate 2.77% Consumer Defensive 2.06% Energy 1.8% Communication Services 1.22% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.12% Debt 0.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001033% ₹81 Cr 2,000,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK3% ₹72 Cr 2,000,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹71 Cr 165,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹59 Cr 700,000
↓ -40,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | POLICYBZR2% ₹56 Cr 348,500 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹54 Cr 311,250 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 5433492% ₹51 Cr 163,666
↓ -6,800 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 25 | UJJIVANSFB2% ₹51 Cr 7,056,567 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹48 Cr 15,000
↓ -4,105 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹47 Cr 130,000
↓ -20,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (02 Sep 26) ₹463.526 ↓ -2.33 (-0.50 %) Net Assets (Cr) ₹6,056 on 31 Jul 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio 0.19 Information Ratio -0.72 Alpha Ratio -1.11 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 Aug 21 ₹10,000 31 Aug 22 ₹10,514 31 Aug 23 ₹12,947 31 Aug 24 ₹18,993 31 Aug 25 ₹17,749 31 Aug 26 ₹19,887 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 0.3% 3 Month 5% 6 Month 6.1% 1 Year 8.6% 3 Year 14.4% 5 Year 14.1% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.8% 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% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.48 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 25.36% Consumer Cyclical 14.27% Industrials 12.17% Health Care 11.94% Technology 10.16% Basic Materials 9.79% Communication Services 4.63% Real Estate 2.76% Consumer Defensive 2.73% Utility 2.35% Energy 2.19% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹198 Cr 800,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001033% ₹184 Cr 4,518,139 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹179 Cr 5,000,000
↓ -1,000,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹172 Cr 1,700,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316423% ₹165 Cr 1,900,000
↑ 150,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹165 Cr 1,100,000
↑ 100,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹157 Cr 1,500,000 One97 Communications Ltd (Technology)
Equity, Since 31 Dec 25 | PAYTM2% ₹148 Cr 1,100,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹144 Cr 894,491
↑ 194,491 BSE Ltd (Financial Services)
Equity, Since 28 Feb 26 | BSE2% ₹143 Cr 392,200 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (02 Sep 26) ₹856.09 ↓ -4.49 (-0.52 %) Net Assets (Cr) ₹6,723 on 31 Jul 26 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 -0.51 Alpha Ratio -1.6 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 21 ₹10,000 31 Aug 22 ₹10,763 31 Aug 23 ₹12,674 31 Aug 24 ₹18,262 31 Aug 25 ₹17,447 31 Aug 26 ₹19,803 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 1.8% 3 Month 6.8% 6 Month 11.2% 1 Year 10.2% 3 Year 15.2% 5 Year 14% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 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% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.83 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.39% Industrials 16.74% Consumer Cyclical 13.46% Health Care 11.62% Basic Materials 11.61% Technology 7.94% Consumer Defensive 4.01% Real Estate 3.97% Utility 2.31% Asset Allocation
Asset Class Value Cash 1.19% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK4% ₹253 Cr 7,043,431 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹203 Cr 1,940,849 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW3% ₹199 Cr 10,223,440
↓ -1,120,000 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹187 Cr 434,194
↑ 35,917 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% ₹173 Cr 1,151,200 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5323312% ₹164 Cr 473,984 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO2% ₹164 Cr 901,080 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹155 Cr 1,100,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹155 Cr 204,519 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (02 Sep 26) ₹2,834.6 ↓ -6.81 (-0.24 %) Net Assets (Cr) ₹12,871 on 31 Jul 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio -0.41 Alpha Ratio -5.64 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 21 ₹10,000 31 Aug 22 ₹10,214 31 Aug 23 ₹12,337 31 Aug 24 ₹18,838 31 Aug 25 ₹18,168 31 Aug 26 ₹19,410 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 0.2% 3 Month 6.6% 6 Month 6.7% 1 Year 3.9% 3 Year 15.6% 5 Year 13.5% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.6% 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% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.59 Yr. Sandeep Manam 18 Oct 21 4.87 Yr. Akhil Kalluri 7 Feb 22 4.56 Yr. Data below for Franklin India Prima Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 24.35% Industrials 18.2% Consumer Cyclical 14.93% Basic Materials 9.97% Health Care 9.54% Technology 8.79% Real Estate 5.03% Communication Services 2.98% Utility 1.75% Consumer Defensive 1.2% Energy 0.94% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL3% ₹411 Cr 6,704,921
↑ 1,800,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹346 Cr 9,649,683
↓ -675,000 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON3% ₹345 Cr 8,094,684
↑ 1,875,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹312 Cr 36,893,177 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹291 Cr 1,175,000 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹280 Cr 1,625,747
↑ 177,363 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹264 Cr 1,631,918 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 23 | HAL2% ₹260 Cr 559,715 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹256 Cr 6,648,740
↓ -1,764,616 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | POLICYBZR2% ₹256 Cr 1,600,578
↑ 550,000 10. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (02 Sep 26) ₹241.725 ↓ -0.43 (-0.18 %) Net Assets (Cr) ₹24,354 on 31 Jul 26 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.06 Information Ratio -1.3 Alpha Ratio -3.62 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 21 ₹10,000 31 Aug 22 ₹11,677 31 Aug 23 ₹13,774 31 Aug 24 ₹18,865 31 Aug 25 ₹17,446 31 Aug 26 ₹19,054 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month -0.5% 3 Month 3.7% 6 Month 4.5% 1 Year 6.7% 3 Year 10.9% 5 Year 13.2% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 2.42 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 24.13% Industrials 17.08% Consumer Cyclical 12.68% Basic Materials 12.41% Health Care 9.52% Utility 7.04% Consumer Defensive 3.72% Real Estate 3.58% Technology 2.28% Communication Services 1.51% Energy 1.43% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.38% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹741 Cr 1,700,000
↑ 11,032 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹707 Cr 5,000,000 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | 5099303% ₹693 Cr 2,000,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON3% ₹664 Cr 15,598,584 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Oct 25 | ADANIENSOL3% ₹658 Cr 4,000,000
↓ -600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹651 Cr 250,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹650 Cr 1,393,043 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | ICICIGI3% ₹649 Cr 3,999,975
↑ 299,975 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹646 Cr 18,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001033% ₹611 Cr 15,000,000
↓ -2,000,000
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