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Midcap Mutual Funds

Updated on February 2, 2023 , 8966 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

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Best Mid Cap Mutual Funds in India 2023

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 (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹42.49
↓ -0.06
₹7,558-6.3-1.3-4.530.217-1.7
Axis Mid Cap Fund Growth ₹65.41
↑ 0.17
₹19,144-5.2-2.4-4.216.815-5.1
Motilal Oswal Midcap 30 Fund  Growth ₹50.478
↑ 0.04
₹3,627-4.86.39.121.21510.7
Kotak Emerging Equity Scheme Growth ₹74.778
↓ -0.05
₹23,335-2.61.8320.613.45.1
Invesco India Mid Cap Fund Growth ₹87.87
↑ 0.09
₹2,678-2.82.8-1.118.812.70.5
HDFC Mid-Cap Opportunities Fund Growth ₹101.18
↓ -0.17
₹35,731-0.978.922.512.312.3
Edelweiss Mid Cap Fund Growth ₹51.398
↑ 0.03
₹2,481-4.81.8122.111.92.4
SBI Magnum Mid Cap Fund Growth ₹142.634
↓ -0.18
₹8,426-5.2-0.40.423.411.93
TATA Mid Cap Growth Fund Growth ₹240.413
↑ 0.70
₹1,778-40.7-1.817.311.60.6
BNP Paribas Mid Cap Fund Growth ₹58.8449
↑ 0.14
₹1,228-4.11.9019.6114.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Feb 23

1. 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 17.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (03 Feb 23) ₹42.49 ↓ -0.06   (-0.14 %)
Net Assets (Cr) ₹7,558 on 31 Dec 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.31
Information Ratio 1.24
Alpha Ratio -5.7
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
31 Jan 18₹10,000
31 Jan 19₹8,421
31 Jan 20₹9,640
31 Jan 21₹13,641
31 Jan 22₹21,564
31 Jan 23₹21,046

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 ₹458,689.
Net Profit of ₹158,689
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 3 Feb 23

DurationReturns
1 Month -3.4%
3 Month -6.3%
6 Month -1.3%
1 Year -4.5%
3 Year 30.2%
5 Year 17%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.59 Yr.
Puneet Pal16 Jul 220.46 Yr.
Vivek Sharma1 Jun 211.59 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials23.41%
Consumer Cyclical18.3%
Financial Services17.99%
Basic Materials9.24%
Health Care7.42%
Consumer Defensive5.51%
Real Estate3.03%
Technology3%
Utility1.4%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash9.34%
Equity90.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
4%₹314 Cr2,272,298
↑ 250,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹294 Cr1,808,204
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
4%₹277 Cr1,679,700
↑ 250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹277 Cr19,906,857
↑ 4,000,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | KAJARIACER
4%₹270 Cr2,326,766
↑ 50,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
4%₹267 Cr860,000
↓ -45,274
SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA
3%₹241 Cr536,509
↑ 110,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
3%₹236 Cr1,781,539
↑ 152,500
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | ABFRL
3%₹235 Cr8,164,900
↑ 1,596,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹225 Cr4,398,000
↑ 450,000

2. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (03 Feb 23) ₹65.41 ↑ 0.17   (0.26 %)
Net Assets (Cr) ₹19,144 on 31 Dec 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.55
Information Ratio 0
Alpha Ratio 0
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
31 Jan 18₹10,000
31 Jan 19₹10,219
31 Jan 20₹12,453
31 Jan 21₹14,704
31 Jan 22₹20,357
31 Jan 23₹19,454

Axis 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Axis 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 3 Feb 23

DurationReturns
1 Month -2%
3 Month -5.2%
6 Month -2.4%
1 Year -4.2%
3 Year 16.8%
5 Year 15%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.11 Yr.
Vinayak Jayanath17 Jan 230 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical25.01%
Financial Services16.96%
Industrials15.68%
Basic Materials12.86%
Technology6.35%
Health Care5.29%
Consumer Defensive2.73%
Utility1.56%
Communication Services1.39%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash10.46%
Equity88.96%
Debt0.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹808 Cr11,173,735
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹803 Cr9,018,750
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹638 Cr4,724,900
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL
3%₹635 Cr19,926,931
↑ 1,263,340
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹577 Cr1,686,694
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹570 Cr867,004
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND
3%₹544 Cr2,220,325
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹510 Cr2,596,080
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
3%₹480 Cr1,180,653
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
2%₹445 Cr1,149,635

3. 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 19.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (03 Feb 23) ₹50.478 ↑ 0.04   (0.07 %)
Net Assets (Cr) ₹3,627 on 31 Dec 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.39
Information Ratio -0.13
Alpha Ratio 6.26
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
31 Jan 18₹10,000
31 Jan 19₹8,916
31 Jan 20₹10,933
31 Jan 21₹11,244
31 Jan 22₹17,553
31 Jan 23₹19,302

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 ₹436,710.
Net Profit of ₹136,710
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 3 Feb 23

DurationReturns
1 Month -0.8%
3 Month -4.8%
6 Month 6.3%
1 Year 9.1%
3 Year 21.2%
5 Year 15%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 202.5 Yr.
Ankush Sood11 Nov 220.14 Yr.
Rakesh Shetty22 Nov 220.11 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.73%
Industrials15.4%
Basic Materials13.71%
Financial Services11.44%
Real Estate11.17%
Health Care4.89%
Utility3.74%
Asset Allocation
Asset ClassValue
Cash15.92%
Equity84.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | CGPOWER
11%₹385 Cr14,250,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD
10%₹381 Cr2,675,000
↑ 177,823
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹375 Cr1,350,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
6%₹227 Cr5,500,000
↑ 162,210
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
5%₹175 Cr3,340,311
↓ -2,159,689
Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 20 | MFSL
4%₹149 Cr2,200,000
↑ 800,000
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD
4%₹136 Cr2,789,884
↓ -1,762,480
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
3%₹112 Cr1,400,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | AUBANK
3%₹111 Cr1,700,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
3%₹104 Cr525,000
↑ 11,917

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 13.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (03 Feb 23) ₹74.778 ↓ -0.05   (-0.07 %)
Net Assets (Cr) ₹23,335 on 31 Dec 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.08
Information Ratio -0.23
Alpha Ratio 0.87
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
31 Jan 18₹10,000
31 Jan 19₹8,749
31 Jan 20₹10,598
31 Jan 21₹12,266
31 Jan 22₹17,651
31 Jan 23₹18,304

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 ₹426,080.
Net Profit of ₹126,080
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 3 Feb 23

DurationReturns
1 Month -2.6%
3 Month -2.6%
6 Month 1.8%
1 Year 3%
3 Year 20.6%
5 Year 13.4%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1012.54 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials22.24%
Basic Materials21.78%
Consumer Cyclical20.63%
Financial Services12.4%
Health Care6.68%
Technology3.05%
Real Estate2.44%
Consumer Defensive2.15%
Utility0.78%
Energy0.66%
Asset Allocation
Asset ClassValue
Cash7.2%
Equity92.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
4%₹987 Cr4,026,921
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹896 Cr3,263,523
↑ 35,241
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
4%₹836 Cr1,907,191
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
3%₹810 Cr5,868,864
↓ -82,895
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹738 Cr1,640,148
↑ 2,512
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹718 Cr2,100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹711 Cr1,837,779
↑ 32,522
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | KAJARIACER
3%₹621 Cr5,354,508
↑ 235,144
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹604 Cr3,066,715
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹603 Cr730,546
↑ 28,248

5. 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 14.8% since its launch.  Ranked 38 in Mid Cap category.  Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (03 Feb 23) ₹87.87 ↑ 0.09   (0.10 %)
Net Assets (Cr) ₹2,678 on 31 Dec 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.2
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
31 Jan 18₹10,000
31 Jan 19₹9,292
31 Jan 20₹10,676
31 Jan 21₹12,669
31 Jan 22₹17,677
31 Jan 23₹17,620

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 ₹415,684.
Net Profit of ₹115,684
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 3 Feb 23

DurationReturns
1 Month -2.9%
3 Month -2.8%
6 Month 2.8%
1 Year -1.1%
3 Year 18.8%
5 Year 12.7%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.2%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 184.76 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical28.05%
Financial Services17.27%
Industrials14.85%
Basic Materials12.06%
Health Care8.7%
Technology6.81%
Consumer Defensive6.02%
Real Estate2.45%
Utility1.35%
Asset Allocation
Asset ClassValue
Cash2.44%
Equity97.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
3%₹81 Cr2,849,847
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
3%₹77 Cr567,888
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA
3%₹76 Cr4,080,382
↓ -279,112
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹70 Cr719,571
↓ -68,132
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | BHARATFORG
3%₹68 Cr769,012
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
2%₹65 Cr30,514
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
2%₹65 Cr168,098
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹62 Cr692,674
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
2%₹62 Cr1,180,613
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Sep 20 | JINDALSTEL
2%₹60 Cr1,039,657

6. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 24 in Mid Cap category.  Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (03 Feb 23) ₹101.18 ↓ -0.17   (-0.17 %)
Net Assets (Cr) ₹35,731 on 31 Dec 22
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.49
Information Ratio -0.12
Alpha Ratio 7.58
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹8,725
31 Jan 20₹9,572
31 Jan 21₹11,081
31 Jan 22₹15,733
31 Jan 23₹17,362

HDFC Mid-Cap 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for HDFC Mid-Cap 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 3 Feb 23

DurationReturns
1 Month -2.5%
3 Month -0.9%
6 Month 7%
1 Year 8.9%
3 Year 22.5%
5 Year 12.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0715.53 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services22.75%
Consumer Cyclical22.74%
Industrials17.73%
Basic Materials10.37%
Health Care7.35%
Technology6.6%
Communication Services4.91%
Consumer Defensive1.74%
Energy1.23%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | INDHOTEL
5%₹1,656 Cr51,984,477
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
4%₹1,290 Cr29,341,608
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹1,289 Cr128,996,567
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
4%₹1,280 Cr13,170,204
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
4%₹1,265 Cr17,500,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 21 | HAL
3%₹1,231 Cr4,864,804
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,134 Cr8,894,583
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | APOLLOTYRE
3%₹1,107 Cr34,129,095
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹1,044 Cr4,897,599
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
3%₹957 Cr28,442,046

7. 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 11.4% since its launch.  Ranked 22 in Mid Cap category.  Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (03 Feb 23) ₹51.398 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹2,481 on 31 Dec 22
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio -0.07
Information Ratio 0.05
Alpha Ratio -1.65
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
31 Jan 18₹10,000
31 Jan 19₹8,150
31 Jan 20₹9,483
31 Jan 21₹11,445
31 Jan 22₹16,604
31 Jan 23₹16,929

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -2.5%
3 Month -4.8%
6 Month 1.8%
1 Year 1%
3 Year 22.1%
5 Year 11.9%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.8%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 211.25 Yr.
Sahil Shah24 Dec 211.02 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services23.03%
Industrials22.71%
Consumer Cyclical19.17%
Basic Materials17.07%
Health Care6.77%
Technology4.13%
Real Estate2.61%
Consumer Defensive1.6%
Utility1.28%
Asset Allocation
Asset ClassValue
Cash1.63%
Equity98.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
5%₹128 Cr9,187,271
↑ 1,146,361
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
5%₹127 Cr919,579
↑ 114,742
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB
4%₹102 Cr3,559,914
↑ 273,998
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
4%₹95 Cr5,252,862
↑ 147,919
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB
4%₹93 Cr345,989
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹86 Cr222,626
↑ 44,788
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT
3%₹84 Cr617,945
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹74 Cr1,027,487
↓ -159,141
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹73 Cr179,558
↑ 808
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
3%₹69 Cr200,850

8. 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 16.1% since its launch.  Ranked 28 in Mid Cap category.  Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (03 Feb 23) ₹142.634 ↓ -0.18   (-0.13 %)
Net Assets (Cr) ₹8,426 on 31 Dec 22
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.06
Information Ratio 0.4
Alpha Ratio -1.24
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
31 Jan 18₹10,000
31 Jan 19₹8,297
31 Jan 20₹9,193
31 Jan 21₹11,151
31 Jan 22₹16,803
31 Jan 23₹17,104

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -1.7%
3 Month -5.2%
6 Month -0.4%
1 Year 0.4%
3 Year 23.4%
5 Year 11.9%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1012.51 Yr.
Mohit Jain30 Nov 175.09 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical33.62%
Financial Services15.27%
Industrials12.83%
Basic Materials12.8%
Health Care6.23%
Consumer Defensive4.76%
Utility4.48%
Real Estate4.41%
Communication Services0.3%
Asset Allocation
Asset ClassValue
Cash5.29%
Equity94.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
5%₹429 Cr1,400,000
↑ 50,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | TIINDIA
5%₹389 Cr1,400,000
↓ -53,328
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | PAGEIND
4%₹376 Cr87,751
↓ -1,909
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
4%₹337 Cr2,594,920
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
4%₹330 Cr1,201,830
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH
3%₹291 Cr200,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹271 Cr3,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | INDHOTEL
3%₹261 Cr8,182,397
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹260 Cr1,319,024
↑ 57,822
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
3%₹246 Cr3,400,000

9. 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 11.8% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (03 Feb 23) ₹240.413 ↑ 0.70   (0.29 %)
Net Assets (Cr) ₹1,778 on 31 Dec 22
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.2
Information Ratio -0.72
Alpha Ratio -3.58
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
31 Jan 18₹10,000
31 Jan 19₹8,746
31 Jan 20₹10,397
31 Jan 21₹11,937
31 Jan 22₹16,709
31 Jan 23₹16,561

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -3.3%
3 Month -4%
6 Month 0.7%
1 Year -1.8%
3 Year 17.3%
5 Year 11.6%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Abhinav Sharma30 Jun 211.51 Yr.
Satish Mishra30 Jun 211.51 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials31.79%
Financial Services19.93%
Consumer Cyclical17.11%
Basic Materials11.81%
Health Care4.9%
Technology4.69%
Real Estate3.91%
Communication Services1.62%
Utility1.5%
Consumer Defensive1.23%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB
4%₹69 Cr2,423,056
↑ 300,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | RBLBANK
3%₹62 Cr3,465,000
↑ 3,465,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹58 Cr296,778
↑ 46,778
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹57 Cr166,400
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 539437
3%₹56 Cr9,592,567
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK
3%₹56 Cr4,000,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹52 Cr375,000
↓ -25,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT
3%₹52 Cr160,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹47 Cr184,829
↑ 34,829
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 22 | ADANIPORTS
3%₹45 Cr550,000
↑ 50,000

10. 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 11.2% since its launch.  Ranked 18 in Mid Cap category.  Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (03 Feb 23) ₹58.8449 ↑ 0.14   (0.24 %)
Net Assets (Cr) ₹1,228 on 31 Dec 22
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.05
Information Ratio -0.35
Alpha Ratio 0.36
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
31 Jan 18₹10,000
31 Jan 19₹8,244
31 Jan 20₹9,668
31 Jan 21₹11,185
31 Jan 22₹16,029
31 Jan 23₹16,331

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -2.4%
3 Month -4.1%
6 Month 1.9%
1 Year 0%
3 Year 19.6%
5 Year 11%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 9.5%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 220.47 Yr.
Miten Vora1 Dec 220.08 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services22.67%
Consumer Cyclical19.91%
Industrials14.11%
Basic Materials9.44%
Health Care7.86%
Utility5.49%
Technology4.72%
Consumer Defensive4.05%
Energy3.44%
Real Estate2.78%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TRENT
4%₹54 Cr400,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TVSMOTOR
4%₹48 Cr443,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
4%₹46 Cr1,600,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
4%₹45 Cr3,250,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH
3%₹37 Cr25,706
Canara Bank (Financial Services)
Equity, Since 30 Sep 22 | CANBK
3%₹33 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | NTPC
2%₹28 Cr1,695,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL
2%₹28 Cr870,000
Coforge Ltd (Technology)
Equity, Since 30 Apr 22 | COFORGE
2%₹27 Cr70,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN
2%₹27 Cr372,500

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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