Table of Contents
- What are Mid-Cap Funds?
- Mid Cap Funds (Investing in Mid Cap Stocks)
- Benefits of Investing in Mid Cap Mutual Funds
- Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
- Who Should Invest in Mid Cap Equity Funds?
- Tax on Mid Cap Funds
- How to Invest in Mid Cap Funds Online?
- Best Mid Cap Mutual Funds in India 2023
- Conclusion
Top 10 Equity - Mid Cap Funds
Midcap Mutual Funds
What are Mid-Cap Funds?
Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.
Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.
Mid Cap Funds (Investing in Mid Cap Stocks)
There are various definitions of mid-caps funds in the Market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.
When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.
In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.
Benefits of Investing in Mid Cap Mutual Funds
Some of the benefits of investing in mid-cap funds are:
- Companies that invest in mid-cap have more potential for growth than large-cap
- Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
- Mid-cap stocks are lower in Volatility than small cap stock
- They often tend to outperform large cap and Small cap funds.
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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:
Investments
Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.
Market Capitalization
Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.
Companies
Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.
Risks
Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.
Who Should Invest in Mid Cap Equity Funds?
Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.
Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.
Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.
Tax on Mid Cap Funds
The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
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Best Mid Cap Mutual Funds in India 2023
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 (%) 2022 (%) PGIM India Midcap Opportunities Fund Growth ₹51.11
↑ 0.23 ₹9,102 4.8 13 12.8 25.9 23.7 -1.7 Motilal Oswal Midcap 30 Fund Growth ₹67.8406
↑ 0.10 ₹6,060 8.4 21.3 30 34.2 23.5 10.7 Edelweiss Mid Cap Fund Growth ₹69.052
↑ 0.76 ₹3,793 9 22.1 27 28.1 22 2.4 HDFC Mid-Cap Opportunities Fund Growth ₹140.418
↑ 1.58 ₹47,846 8.4 27 34.4 30.9 21.9 12.3 SBI Magnum Mid Cap Fund Growth ₹187.592
↑ 0.36 ₹13,202 6 17.7 26.3 29.5 21.9 3 Kotak Emerging Equity Scheme Growth ₹96.423
↑ 0.57 ₹33,700 6 19.6 23.9 26.7 21.6 5.1 TATA Mid Cap Growth Fund Growth ₹333.14
↑ 2.55 ₹2,521 7.6 24.2 31.2 25.6 20.9 0.6 BNP Paribas Mid Cap Fund Growth ₹76.3367
↑ 0.51 ₹1,471 7.1 22.6 24.8 25.8 20.1 4.7 Invesco India Mid Cap Fund Growth ₹115.63
↑ 1.25 ₹3,418 7.3 19.9 25.7 24.5 19.4 0.5 UTI Mid Cap Fund Growth ₹237.359
↑ 0.59 ₹8,735 5 19.8 23 23.9 19 -0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23
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 Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. 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 Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for HDFC Mid-Cap Opportunities 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. 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 Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Kotak Emerging Equity Scheme 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. 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 Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. 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 Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on 1. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (01 Dec 23) ₹51.11 ↑ 0.23 (0.45 %) Net Assets (Cr) ₹9,102 on 31 Oct 23 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.95 Sharpe Ratio -0.13 Information Ratio -0.64 Alpha Ratio -11.79 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,188 30 Nov 20 ₹14,491 30 Nov 21 ₹24,002 30 Nov 22 ₹25,645 30 Nov 23 ₹28,926 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 7.8% 3 Month 4.8% 6 Month 13% 1 Year 12.8% 3 Year 25.9% 5 Year 23.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinay Paharia 1 Apr 23 0.59 Yr. Puneet Pal 16 Jul 22 1.3 Yr. Anandha Padmanabhan Anjeneyan 19 Aug 23 0.2 Yr. Utsav Mehta 1 Nov 23 0 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 18.6% Industrials 18.59% Financial Services 18.18% Basic Materials 10.25% Health Care 9.58% Technology 8.81% Real Estate 3.97% Utility 3.66% Consumer Defensive 2.46% Communication Services 1.01% Asset Allocation
Asset Class Value Cash 4.73% Equity 95.11% Debt 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA3% ₹290 Cr 919,677 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 5031003% ₹263 Cr 1,447,055 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹262 Cr 4,562,120 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN3% ₹236 Cr 2,073,090
↓ -250,000 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221133% ₹231 Cr 796,219 Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹224 Cr 100,119 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5323432% ₹218 Cr 1,368,659 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK2% ₹211 Cr 1,428,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK2% ₹208 Cr 1,193,854 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹204 Cr 399,033 2. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 21.6% since its launch. Ranked 27 in Mid Cap category. Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (01 Dec 23) ₹67.8406 ↑ 0.10 (0.15 %) Net Assets (Cr) ₹6,060 on 31 Oct 23 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 0.92 Information Ratio 0.39 Alpha Ratio -0.23 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 30 Nov 18 ₹10,000 30 Nov 19 ₹11,255 30 Nov 20 ₹11,916 30 Nov 21 ₹18,584 30 Nov 22 ₹22,126 30 Nov 23 ₹28,775 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 9.3% 3 Month 8.4% 6 Month 21.3% 1 Year 30% 3 Year 34.2% 5 Year 23.5% 10 Year 15 Year Since launch 21.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Niket Shah 1 Jul 20 3.34 Yr. Ankush Sood 11 Nov 22 0.97 Yr. Rakesh Shetty 22 Nov 22 0.94 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Technology 26.36% Financial Services 18.02% Consumer Cyclical 15.41% Basic Materials 13.15% Industrials 12.83% Real Estate 6.74% Health Care 3.24% Communication Services 1.37% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹616 Cr 1,000,000
↑ 250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5439409% ₹548 Cr 25,000,000
↑ 1,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433208% ₹499 Cr 47,500,000
↓ -5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN8% ₹489 Cr 4,300,000
↓ -125,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE7% ₹397 Cr 796,000
↑ 96,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH6% ₹365 Cr 3,000,000
↓ -500,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR6% ₹363 Cr 1,825,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND6% ₹358 Cr 1,400,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE5% ₹318 Cr 4,150,000
↓ -850,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 5000934% ₹254 Cr 6,499,975
↑ 250,000 3. Edelweiss Mid Cap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 22 in Mid Cap category. Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (01 Dec 23) ₹69.052 ↑ 0.76 (1.12 %) Net Assets (Cr) ₹3,793 on 31 Oct 23 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.87 Information Ratio -0.62 Alpha Ratio -3.02 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,676 30 Nov 20 ₹12,887 30 Nov 21 ₹19,554 30 Nov 22 ₹21,318 30 Nov 23 ₹27,066 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 10.1% 3 Month 9% 6 Month 22.1% 1 Year 27% 3 Year 28.1% 5 Year 22% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Trideep Bhattacharya 1 Oct 21 2.08 Yr. Sahil Shah 24 Dec 21 1.85 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 21.73% Financial Services 21.44% Industrials 16.02% Technology 11.32% Basic Materials 10.32% Health Care 9.99% Real Estate 2.77% Utility 2% Consumer Defensive 1.83% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT5% ₹173 Cr 280,643
↑ 9,883 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹146 Cr 10,351,669
↑ 904 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5002514% ₹139 Cr 644,137 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹122 Cr 245,336
↑ 63,092 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON3% ₹120 Cr 235,985
↑ 20,931 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328143% ₹117 Cr 2,783,325
↓ -586,797 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 5323433% ₹103 Cr 645,341 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹101 Cr 183,494
↓ -19,300 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹98 Cr 3,979,331
↑ 857,070 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5434982% ₹93 Cr 15,570,481
↑ 362,939 4. HDFC Mid-Cap Opportunities Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 24 in Mid Cap category. Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% . HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (01 Dec 23) ₹140.418 ↑ 1.58 (1.14 %) Net Assets (Cr) ₹47,846 on 31 Oct 23 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.59 Information Ratio 0.31 Alpha Ratio 4.96 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹10,261 30 Nov 20 ₹11,924 30 Nov 21 ₹17,137 30 Nov 22 ₹19,923 30 Nov 23 ₹26,658 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 9% 3 Month 8.4% 6 Month 27% 1 Year 34.4% 3 Year 30.9% 5 Year 21.9% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 25 Jun 07 16.36 Yr. Dhruv Muchhal 22 Jun 23 0.36 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 25.87% Consumer Cyclical 17.46% Industrials 16.12% Technology 8.76% Health Care 8.56% Basic Materials 8.1% Communication Services 5.05% Energy 1.58% Consumer Defensive 1.4% Asset Allocation
Asset Class Value Cash 7.11% Equity 92.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 5008504% ₹1,801 Cr 46,977,158 Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM3% ₹1,604 Cr 9,642,272 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹1,534 Cr 109,039,133
↑ 24,607,622 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002713% ₹1,490 Cr 16,300,222
↑ 3,575,359 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 5008773% ₹1,412 Cr 37,036,484
↑ 2,407,389 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH3% ₹1,394 Cr 24,302,305 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹1,370 Cr 2,748,521
↑ 552,054 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹1,362 Cr 32,424,097 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL3% ₹1,346 Cr 101,045,146
↓ -5,639,744 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹1,327 Cr 13,486,510
↑ 156,013 5. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 28 in Mid Cap category. Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (01 Dec 23) ₹187.592 ↑ 0.36 (0.19 %) Net Assets (Cr) ₹13,202 on 31 Oct 23 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.97 Information Ratio 0.03 Alpha Ratio -1.18 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,272 30 Nov 20 ₹12,396 30 Nov 21 ₹19,838 30 Nov 22 ₹21,315 30 Nov 23 ₹26,925 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 6.8% 3 Month 6% 6 Month 17.7% 1 Year 26.3% 3 Year 29.5% 5 Year 21.9% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sohini Andani 1 Jul 10 13.34 Yr. Mohit Jain 30 Nov 17 5.92 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 29.41% Industrials 14.97% Financial Services 14.85% Basic Materials 11.53% Health Care 7.69% Consumer Defensive 4.07% Real Estate 3.8% Utility 3% Technology 2.02% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 7.53% Equity 92.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹574 Cr 1,400,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN4% ₹473 Cr 1,490,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹457 Cr 1,623,740 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA3% ₹441 Cr 1,400,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX3% ₹428 Cr 1,511,202 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹376 Cr 5,169,750 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5063953% ₹365 Cr 3,500,000
↓ -278,182 Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 5328273% ₹363 Cr 96,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL3% ₹351 Cr 3,249,946 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH3% ₹351 Cr 200,000 6. Kotak Emerging Equity Scheme
CAGR/Annualized return of 14.5% since its launch. Ranked 12 in Mid Cap category. Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (01 Dec 23) ₹96.423 ↑ 0.57 (0.60 %) Net Assets (Cr) ₹33,700 on 31 Oct 23 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 1.1 Information Ratio -0.66 Alpha Ratio -0.53 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.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,128 30 Nov 20 ₹13,070 30 Nov 21 ₹19,675 30 Nov 22 ₹21,434 30 Nov 23 ₹26,557 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 6.9% 3 Month 6% 6 Month 19.6% 1 Year 23.9% 3 Year 26.7% 5 Year 21.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pankaj Tibrewal 21 Jun 10 13.37 Yr. Harsha Upadhyaya 20 Oct 23 0.03 Yr. Arjun Khanna 30 Apr 22 1.5 Yr. Data below for Kotak Emerging Equity Scheme as on 31 Oct 23
Equity Sector Allocation
Sector Value Industrials 21.97% Consumer Cyclical 21% Basic Materials 19.9% Financial Services 13.13% Health Care 6.32% Technology 5.78% Real Estate 2.7% Consumer Defensive 2.04% Energy 0.63% Utility 0.61% Communication Services 0.07% Asset Allocation
Asset Class Value Cash 5.77% Equity 94.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 5099305% ₹1,669 Cr 3,855,391
↑ 20,714 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹1,173 Cr 1,903,852 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS3% ₹1,133 Cr 2,059,015 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER3% ₹1,048 Cr 3,720,463
↑ 107,274 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 5004803% ₹983 Cr 5,863,399 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹912 Cr 8,010,973
↑ 195,901 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Jan 16 | SUNDARMFIN3% ₹870 Cr 2,743,104
↑ 29,540 Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX3% ₹868 Cr 3,066,715 SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA3% ₹847 Cr 1,724,629
↑ 2,250 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 5004932% ₹829 Cr 8,132,726
↑ 80,733 7. TATA Mid Cap Growth Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 31 in Mid Cap category. Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (01 Dec 23) ₹333.14 ↑ 2.55 (0.77 %) Net Assets (Cr) ₹2,521 on 31 Oct 23 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 1.23 Information Ratio -1.04 Alpha Ratio 0.84 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 30 Nov 18 ₹10,000 30 Nov 19 ₹11,065 30 Nov 20 ₹13,074 30 Nov 21 ₹18,865 30 Nov 22 ₹19,721 30 Nov 23 ₹25,882 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 8.9% 3 Month 7.6% 6 Month 24.2% 1 Year 31.2% 3 Year 25.6% 5 Year 20.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Mishra 30 Jun 21 2.34 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Industrials 29.4% Financial Services 18.26% Basic Materials 12.79% Consumer Cyclical 11.88% Health Care 10.29% Real Estate 5.46% Technology 4.36% Consumer Defensive 2.44% Communication Services 2.26% Asset Allocation
Asset Class Value Cash 2.86% Equity 97.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB4% ₹91 Cr 10,991,415 Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX3% ₹84 Cr 297,937
↓ -25,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC3% ₹80 Cr 500,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹80 Cr 940,000
↑ 20,000 AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG3% ₹77 Cr 218,000
↑ 18,000 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND3% ₹77 Cr 225,000
↑ 25,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹75 Cr 450,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 5002333% ₹66 Cr 525,000
↑ 60,379 Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5411532% ₹60 Cr 2,800,000 Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT2% ₹57 Cr 1,040,228 8. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 18 in Mid Cap category. Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (01 Dec 23) ₹76.3367 ↑ 0.51 (0.67 %) Net Assets (Cr) ₹1,471 on 31 Oct 23 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio 0.8 Information Ratio -0.84 Alpha Ratio -3.86 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,706 30 Nov 20 ₹12,537 30 Nov 21 ₹18,735 30 Nov 22 ₹19,983 30 Nov 23 ₹24,948 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 8.1% 3 Month 7.1% 6 Month 22.6% 1 Year 24.8% 3 Year 25.8% 5 Year 20.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shiv Chanani 13 Jul 22 1.3 Yr. Miten Vora 1 Dec 22 0.91 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Financial Services 21.13% Consumer Cyclical 17.61% Industrials 17.04% Health Care 10.85% Basic Materials 7.2% Consumer Defensive 5.48% Utility 5.34% Technology 5.19% Real Estate 2.16% Energy 1.22% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 8.08% Equity 91.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹46 Cr 1,100,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK3% ₹42 Cr 3,000,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002572% ₹36 Cr 320,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN2% ₹35 Cr 110,000 AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG2% ₹34 Cr 96,700 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5323432% ₹33 Cr 210,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008502% ₹33 Cr 870,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH2% ₹32 Cr 18,500 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹32 Cr 175,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH2% ₹32 Cr 260,000 9. Invesco India Mid Cap Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 38 in Mid Cap category. Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (01 Dec 23) ₹115.63 ↑ 1.25 (1.09 %) Net Assets (Cr) ₹3,418 on 31 Oct 23 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.91 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,500 30 Nov 20 ₹12,606 30 Nov 21 ₹18,376 30 Nov 22 ₹19,345 30 Nov 23 ₹24,315 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 8.8% 3 Month 7.3% 6 Month 19.9% 1 Year 25.7% 3 Year 24.5% 5 Year 19.4% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Aditya Khemani 9 Nov 23 0 Yr. Amit Ganatra 1 Sep 23 0.17 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 32.37% Financial Services 17.62% Industrials 14.5% Basic Materials 10.5% Technology 8.37% Health Care 7.92% Consumer Defensive 2.87% Utility 2.04% Real Estate 1.52% Asset Allocation
Asset Class Value Cash 2.28% Equity 97.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002513% ₹107 Cr 496,357 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST3% ₹87 Cr 694,844 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT2% ₹83 Cr 134,448 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH2% ₹80 Cr 1,397,430 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 5008502% ₹80 Cr 2,079,038 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹77 Cr 2,673,740 PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 22 | PIIND2% ₹73 Cr 215,469 Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA2% ₹71 Cr 31,755 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND2% ₹70 Cr 273,319 NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC2% ₹70 Cr 13,889,250 10. UTI Mid Cap Fund
CAGR/Annualized return of 18% since its launch. Ranked 36 in Mid Cap category. Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (01 Dec 23) ₹237.359 ↑ 0.59 (0.25 %) Net Assets (Cr) ₹8,735 on 31 Oct 23 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.63 Information Ratio -1.3 Alpha Ratio -6.36 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,004 30 Nov 20 ₹12,560 30 Nov 21 ₹18,674 30 Nov 22 ₹19,420 30 Nov 23 ₹23,877 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23 Duration Returns 1 Month 7.2% 3 Month 5% 6 Month 19.8% 1 Year 23% 3 Year 23.9% 5 Year 19% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 9.7% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Ankit Agarwal 30 Aug 19 4.18 Yr. Data below for UTI Mid Cap Fund as on 31 Oct 23
Equity Sector Allocation
Sector Value Consumer Cyclical 21.09% Industrials 20.38% Financial Services 19.76% Health Care 11.19% Basic Materials 9.22% Technology 7.23% Real Estate 2.38% Consumer Defensive 2.1% Utility 1.95% Energy 0.84% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.13% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN2% ₹217 Cr 1,903,900
↓ -415,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹215 Cr 15,308,621 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹200 Cr 635,509 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO2% ₹194 Cr 1,236,817
↓ -32,157 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 5004932% ₹186 Cr 1,828,064 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹185 Cr 372,030 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN2% ₹185 Cr 983,138
↓ -289,364 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹180 Cr 365,033 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹179 Cr 479,907 Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL2% ₹177 Cr 956,190
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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