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Midcap Mutual Funds

Updated on May 16, 2024 , 11287 views

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.

Midcap Mutual 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

How to Invest in Mid Cap Funds Online?

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  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Best Mid Cap Mutual Funds in India 2024

Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹83.8015
↑ 0.41
₹8,9871026.557.536.927.941.7
PGIM India Midcap Opportunities Fund Growth ₹57.05
↑ 0.83
₹9,9245.914.429.919.627.220.8
Edelweiss Mid Cap Fund Growth ₹83.177
↑ 1.39
₹5,1157.62452.526.727.138.4
Kotak Emerging Equity Scheme Growth ₹114.887
↑ 1.79
₹39,68512.221.446.824.925.631.5
SBI Magnum Mid Cap Fund Growth ₹215.408
↑ 2.36
₹16,8567.617.437.925.225.334.5
BNP Paribas Mid Cap Fund Growth ₹92.34
↑ 0.88
₹1,790823.650.524.524.932.6
TATA Mid Cap Growth Fund Growth ₹402.726
↑ 6.44
₹3,34810.925562624.940.5
Invesco India Mid Cap Fund Growth ₹139.2
↑ 1.89
₹4,2807.424.250.125.624.734.1
UTI Mid Cap Fund Growth ₹271.507
↑ 3.40
₹9,9446.8174121.923.530.5
ICICI Prudential MidCap Fund Growth ₹263.72
↑ 3.91
₹5,5179.430.958.32623.432.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.1% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (17 May 24) ₹83.8015 ↑ 0.41   (0.49 %)
Net Assets (Cr) ₹8,987 on 31 Mar 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 3.98
Information Ratio 1.03
Alpha Ratio 18.76
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,186
30 Apr 21₹12,917
30 Apr 22₹18,440
30 Apr 23₹20,416
30 Apr 24₹32,923

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4.8%
3 Month 10%
6 Month 26.5%
1 Year 57.5%
3 Year 36.9%
5 Year 27.9%
10 Year
15 Year
Since launch 23.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.75 Yr.
Ankush Sood11 Nov 221.39 Yr.
Rakesh Shetty22 Nov 221.36 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Mar 24

Equity Sector Allocation
SectorValue
Technology19.44%
Industrials19%
Consumer Cyclical18.26%
Financial Services12.18%
Real Estate7.56%
Health Care7.38%
Communication Services5.81%
Basic Materials3.84%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
12%₹1,061 Cr30,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543278
10%₹877 Cr20,500,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
9%₹797 Cr2,000,000
↑ 50,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | 540762
8%₹753 Cr2,015,172
↓ -9,828
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | 533274
6%₹527 Cr4,500,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | 532541
6%₹495 Cr900,000
↑ 100,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹400 Cr1,725,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Mar 24 | 534816
4%₹390 Cr13,383,920
↑ 13,383,920
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
4%₹371 Cr6,850,000
↓ -3,150,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | 543220
4%₹369 Cr4,500,000
↑ 4,500,000

2. PGIM India Midcap Opportunities Fund

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

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (17 May 24) ₹57.05 ↑ 0.83   (1.48 %)
Net Assets (Cr) ₹9,924 on 31 Mar 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 1.98
Information Ratio -0.96
Alpha Ratio -6.25
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,318
30 Apr 21₹18,251
30 Apr 22₹23,095
30 Apr 23₹23,749
30 Apr 24₹31,212

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4.5%
3 Month 5.9%
6 Month 14.4%
1 Year 29.9%
3 Year 19.6%
5 Year 27.2%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 231 Yr.
Puneet Pal16 Jul 221.71 Yr.
Utsav Mehta1 Nov 230.41 Yr.
Vivek Sharma15 Apr 240 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.18%
Industrials17.92%
Financial Services17.82%
Health Care12.11%
Basic Materials11.35%
Technology9.55%
Real Estate2.55%
Consumer Defensive2.52%
Utility2.03%
Communication Services1.36%
Asset Allocation
Asset ClassValue
Cash4.41%
Equity95.39%
Debt0.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | 543220
3%₹324 Cr3,946,055
↓ -200,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | 540699
3%₹298 Cr399,033
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹253 Cr910,832
↓ -91,386
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
2%₹243 Cr609,968
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹240 Cr2,073,090
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | 540762
2%₹219 Cr585,145
↓ -40,928
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹213 Cr1,193,854
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
2%₹208 Cr236,523
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
2%₹207 Cr1,428,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532539
2%₹204 Cr2,981,370

3. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (17 May 24) ₹83.177 ↑ 1.39   (1.70 %)
Net Assets (Cr) ₹5,115 on 31 Mar 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 3.13
Information Ratio -0.46
Alpha Ratio 1.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,856
30 Apr 21₹15,222
30 Apr 22₹19,068
30 Apr 23₹20,339
30 Apr 24₹31,178

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 5.5%
3 Month 7.6%
6 Month 24%
1 Year 52.5%
3 Year 26.7%
5 Year 27.1%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.5 Yr.
Sahil Shah24 Dec 212.27 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services23.18%
Consumer Cyclical17.98%
Industrials17.79%
Technology11.82%
Basic Materials11.57%
Health Care7.73%
Real Estate3.38%
Utility2.28%
Consumer Defensive1.94%
Energy0.51%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹228 Cr572,512
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹191 Cr484,903
↓ -92,604
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
4%₹190 Cr4,874,635
↑ 462,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
4%₹180 Cr240,705
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹172 Cr3,298,021
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹156 Cr517,473
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | 532541
3%₹151 Cr274,464
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹149 Cr169,704
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹145 Cr9,637,857
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹142 Cr658,248

4. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 12 in Mid Cap category.  Return for 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (17 May 24) ₹114.887 ↑ 1.79   (1.58 %)
Net Assets (Cr) ₹39,685 on 31 Mar 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 2.98
Information Ratio -1.02
Alpha Ratio 0.94
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,751
30 Apr 21₹15,195
30 Apr 22₹19,030
30 Apr 23₹20,104
30 Apr 24₹28,863

Kotak Emerging Equity Scheme SIP Returns

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

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 8%
3 Month 12.2%
6 Month 21.4%
1 Year 46.8%
3 Year 24.9%
5 Year 25.6%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.5%
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 240.19 Yr.
Arjun Khanna30 Apr 221.92 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials22.33%
Basic Materials18.81%
Consumer Cyclical18.79%
Financial Services13.36%
Technology9.21%
Health Care6.9%
Real Estate2.98%
Energy2.74%
Consumer Defensive0.77%
Utility0.71%
Communication Services0.24%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
5%₹1,808 Cr2,059,015
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹1,763 Cr5,863,399
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,540 Cr3,637,719
↓ -110
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹1,405 Cr3,526,444
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | 533273
3%₹1,182 Cr8,010,973
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹1,110 Cr55,087,745
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹1,096 Cr2,614,094
↓ -224,796
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,046 Cr3,720,463
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹1,041 Cr2,691,208
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
2%₹966 Cr24,765,029
↑ 3,000,000

5. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (17 May 24) ₹215.408 ↑ 2.36   (1.11 %)
Net Assets (Cr) ₹16,856 on 31 Mar 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.97
Information Ratio -0.48
Alpha Ratio 2.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,195
30 Apr 21₹15,072
30 Apr 22₹19,385
30 Apr 23₹20,670
30 Apr 24₹29,053

SBI Magnum Mid Cap Fund SIP Returns

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

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 4.1%
3 Month 7.6%
6 Month 17.4%
1 Year 37.9%
3 Year 25.2%
5 Year 25.3%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 240 Yr.
Pradeep Kesavan1 Apr 240 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.05%
Financial Services17.04%
Industrials13.93%
Basic Materials9.02%
Health Care8.31%
Real Estate4.57%
Utility4.16%
Consumer Defensive3.09%
Communication Services2.04%
Technology1.63%
Asset Allocation
Asset ClassValue
Cash8.15%
Equity91.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | 500092
4%₹707 Cr1,395,281
↓ -4,719
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹702 Cr5,169,750
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹634 Cr1,511,202
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹617 Cr1,490,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | 540762
3%₹523 Cr1,400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹513 Cr8,682,397
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹456 Cr1,623,740
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | 543220
3%₹451 Cr5,500,000
↑ 1,000,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 532889
3%₹438 Cr5,260,011
↑ 984,735
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹435 Cr600,000
↑ 200,000

6. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 18 in Mid Cap category.  Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (17 May 24) ₹92.34 ↑ 0.88   (0.96 %)
Net Assets (Cr) ₹1,790 on 31 Mar 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 3.34
Information Ratio -0.76
Alpha Ratio 3.57
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,114
30 Apr 21₹15,247
30 Apr 22₹18,687
30 Apr 23₹19,283
30 Apr 24₹28,929

BNP Paribas Mid Cap Fund SIP Returns

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

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 6.4%
3 Month 8%
6 Month 23.6%
1 Year 50.5%
3 Year 24.5%
5 Year 24.9%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 65.6%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.72 Yr.
Miten Vora1 Dec 221.33 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services20.81%
Consumer Cyclical19.49%
Industrials13.24%
Health Care13.17%
Technology10.71%
Basic Materials5.75%
Consumer Defensive5.14%
Utility4.13%
Real Estate2.72%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.23%
Debt0.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹59 Cr1,000,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹56 Cr500,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 533098
3%₹54 Cr6,000,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹52 Cr320,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹49 Cr175,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
3%₹47 Cr467,529
↓ -7,471
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹47 Cr900,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 19 | THERMAX
3%₹46 Cr110,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹46 Cr110,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
3%₹45 Cr115,000

7. TATA Mid Cap Growth Fund

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

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (17 May 24) ₹402.726 ↑ 6.44   (1.62 %)
Net Assets (Cr) ₹3,348 on 31 Mar 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.26
Information Ratio -0.74
Alpha Ratio 3.31
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,904
30 Apr 21₹14,402
30 Apr 22₹17,348
30 Apr 23₹18,105
30 Apr 24₹28,288

TATA Mid Cap Growth Fund SIP Returns

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

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 6.9%
3 Month 10.9%
6 Month 25%
1 Year 56%
3 Year 26%
5 Year 24.9%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials35.27%
Financial Services16.28%
Health Care10.59%
Basic Materials9.87%
Consumer Cyclical9.1%
Real Estate6.38%
Technology3.73%
Consumer Defensive2.31%
Energy1.49%
Communication Services1.41%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
4%₹122 Cr292,162
↓ -4,356
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹114 Cr380,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹109 Cr1,000,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹104 Cr4,200,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹97 Cr250,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | 541770
3%₹86 Cr600,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹86 Cr220,000
↑ 2,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹81 Cr500,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹81 Cr4,000,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
2%₹80 Cr693,950
↑ 23,950

8. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (17 May 24) ₹139.2 ↑ 1.89   (1.38 %)
Net Assets (Cr) ₹4,280 on 31 Mar 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.46
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,157
30 Apr 21₹14,308
30 Apr 22₹17,559
30 Apr 23₹18,717
30 Apr 24₹28,157

Invesco India Mid Cap Fund SIP Returns

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

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 6.6%
3 Month 7.4%
6 Month 24.2%
1 Year 50.1%
3 Year 25.6%
5 Year 24.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.39 Yr.
Amit Ganatra1 Sep 230.58 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.28%
Financial Services19.69%
Industrials14.79%
Health Care13.42%
Technology8.27%
Real Estate6.16%
Basic Materials4.6%
Utility2%
Consumer Defensive1.86%
Asset Allocation
Asset ClassValue
Cash0.93%
Equity99.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹216 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | 543220
4%₹184 Cr2,246,434
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹183 Cr1,580,991
↑ 43,415
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹172 Cr11,480,924
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | 533519
4%₹156 Cr9,883,840
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 543278
4%₹154 Cr3,611,063
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | 540699
3%₹143 Cr190,577
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | 533274
3%₹140 Cr1,197,383
↑ 62,997
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹139 Cr1,383,185
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹138 Cr600,883

9. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (17 May 24) ₹271.507 ↑ 3.40   (1.27 %)
Net Assets (Cr) ₹9,944 on 31 Mar 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.61
Information Ratio -1.55
Alpha Ratio -4.31
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,804
30 Apr 21₹15,095
30 Apr 22₹18,673
30 Apr 23₹19,097
30 Apr 24₹27,126

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 5.4%
3 Month 6.8%
6 Month 17%
1 Year 41%
3 Year 21.9%
5 Year 23.5%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.59 Yr.

Data below for UTI Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical20.14%
Financial Services18.7%
Industrials18.48%
Technology10.71%
Health Care10.5%
Basic Materials6.67%
Real Estate2.52%
Utility2.41%
Energy2.24%
Consumer Defensive2%
Communication Services1.95%
Asset Allocation
Asset ClassValue
Cash3.52%
Equity96.32%
Debt0.16%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
3%₹251 Cr901,028
↑ 15,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹227 Cr15,092,781
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | 540762
2%₹223 Cr595,509
↓ -40,000
Oil India Ltd (Energy)
Equity, Since 31 Oct 23 | 533106
2%₹222 Cr3,702,946
↓ -46,764
Oracle Financial Services Software Ltd (Technology)
Equity, Since 30 Nov 23 | 532466
2%₹217 Cr246,853
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹211 Cr530,192
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹211 Cr1,868,064
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL
2%₹207 Cr10,290,464
↓ -1,200,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹200 Cr847,693
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹195 Cr394,405

10. ICICI Prudential MidCap Fund

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

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (17 May 24) ₹263.72 ↑ 3.91   (1.50 %)
Net Assets (Cr) ₹5,517 on 31 Mar 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.7
Information Ratio -0.57
Alpha Ratio -2.49
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,614
30 Apr 21₹13,485
30 Apr 22₹16,616
30 Apr 23₹17,183
30 Apr 24₹26,661

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 24

DurationReturns
1 Month 7.4%
3 Month 9.4%
6 Month 30.9%
1 Year 58.3%
3 Year 26%
5 Year 23.4%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 221.75 Yr.
Sharmila D’mello31 Jul 221.67 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Basic Materials22.38%
Industrials18.53%
Consumer Cyclical14.26%
Real Estate11.52%
Health Care10.5%
Communication Services5.68%
Financial Services4.28%
Energy4.28%
Utility2.56%
Technology0.69%
Asset Allocation
Asset ClassValue
Cash5.27%
Equity94.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 532508
4%₹201 Cr2,888,476
↑ 200,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹199 Cr4,183,076
↓ -286,200
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | 500257
4%₹199 Cr1,229,917
↓ -170,083
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
4%₹197 Cr706,491
↓ -200
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹185 Cr2,179,227
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹151 Cr699,955
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
3%₹146 Cr372,547
↑ 7,880
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500410
3%₹139 Cr557,062
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 22 | 500480
2%₹133 Cr444,068
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | 533273
2%₹133 Cr899,376

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!

Disclaimer:
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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