+91-22-48913909Midcap Mutual Funds
What are Mid-Cap Funds?
Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.
Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.
Mid Cap Funds (Investing in Mid Cap Stocks)
There are various definitions of mid-caps funds in the market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.
When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.
In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.
Benefits of Investing in Mid Cap Mutual Funds
Some of the benefits of investing in mid-cap funds are:
- Companies that invest in mid-cap have more potential for growth than large-cap
- Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
- Mid-cap stocks are lower in Volatility than small cap stock
- They often tend to outperform large cap and Small cap funds.
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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:
Investments
Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.
Market Capitalization
Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.
Companies
Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.
Risks
Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.
Who Should Invest in Mid Cap Equity Funds?
Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.
Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.
Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.
Tax on Mid Cap Funds
The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
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Fund Selection Methodology used to find 10 funds
Best Mid Cap Mutual Funds in India 2026
Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Motilal Oswal Midcap 30 Fund Growth ₹92.8919
↓ -0.34 ₹31,047 -0.9 -11.4 -0.2 22.7 24.2 -12.1 Invesco India Mid Cap Fund Growth ₹181.3
↑ 0.73 ₹9,895 4.7 -2.8 13.7 27.2 22 6.3 Edelweiss Mid Cap Fund Growth ₹104.035
↑ 0.20 ₹13,554 3.2 0.9 11.3 26.4 21.8 3.8 ICICI Prudential MidCap Fund Growth ₹330.78
↑ 0.76 ₹6,569 9.8 8.2 24.4 27.2 21.6 11.1 Sundaram Mid Cap Fund Growth ₹1,432.11
↑ 1.48 ₹11,898 4.1 0.5 12.1 25.3 20.7 4.1 BNP Paribas Mid Cap Fund Growth ₹107.174
↑ 0.25 ₹2,129 5.4 4.5 13.1 22.1 18.5 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹801.48
↑ 0.04 ₹5,493 3.9 0.6 9.6 21.5 18.4 4.4 TATA Mid Cap Growth Fund Growth ₹446.608
↑ 0.54 ₹4,993 2.6 2.1 11.7 22.2 18.2 5.8 Franklin India Prima Fund Growth ₹2,708.58
↑ 9.04 ₹10,899 1.2 -2.4 4.2 21.8 17.4 1.6 SBI Magnum Mid Cap Fund Growth ₹236.453
↑ 1.74 ₹20,576 4 2.3 3.9 17.2 17.3 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Sundaram Mid Cap Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund TATA Mid Cap Growth Fund Franklin India Prima Fund SBI Magnum Mid Cap Fund Point 1 Highest AUM (₹31,047 Cr). Lower mid AUM (₹9,895 Cr). Upper mid AUM (₹13,554 Cr). Lower mid AUM (₹6,569 Cr). Upper mid AUM (₹11,898 Cr). Bottom quartile AUM (₹2,129 Cr). Bottom quartile AUM (₹5,493 Cr). Bottom quartile AUM (₹4,993 Cr). Upper mid AUM (₹10,899 Cr). Top quartile AUM (₹20,576 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (23+ yrs). Established history (19+ yrs). Established history (23+ yrs). Established history (31+ yrs). Oldest track record among peers (32 yrs). Established history (21+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.18% (top quartile). 5Y return: 21.99% (top quartile). 5Y return: 21.83% (upper mid). 5Y return: 21.65% (upper mid). 5Y return: 20.71% (upper mid). 5Y return: 18.50% (lower mid). 5Y return: 18.36% (lower mid). 5Y return: 18.16% (bottom quartile). 5Y return: 17.42% (bottom quartile). 5Y return: 17.30% (bottom quartile). Point 6 3Y return: 22.72% (upper mid). 3Y return: 27.24% (top quartile). 3Y return: 26.37% (upper mid). 3Y return: 27.22% (top quartile). 3Y return: 25.26% (upper mid). 3Y return: 22.07% (lower mid). 3Y return: 21.52% (bottom quartile). 3Y return: 22.25% (lower mid). 3Y return: 21.81% (bottom quartile). 3Y return: 17.19% (bottom quartile). Point 7 1Y return: -0.21% (bottom quartile). 1Y return: 13.67% (top quartile). 1Y return: 11.27% (lower mid). 1Y return: 24.40% (top quartile). 1Y return: 12.09% (upper mid). 1Y return: 13.09% (upper mid). 1Y return: 9.60% (lower mid). 1Y return: 11.72% (upper mid). 1Y return: 4.16% (bottom quartile). 1Y return: 3.89% (bottom quartile). Point 8 Alpha: -16.24 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.08 (upper mid). Alpha: 8.43 (top quartile). Alpha: 0.04 (upper mid). Alpha: 0.48 (top quartile). Alpha: -4.81 (lower mid). Alpha: -0.90 (lower mid). Alpha: -7.23 (bottom quartile). Alpha: -7.99 (bottom quartile). Point 9 Sharpe: -1.08 (bottom quartile). Sharpe: -0.08 (top quartile). Sharpe: -0.12 (upper mid). Sharpe: 0.37 (top quartile). Sharpe: -0.12 (upper mid). Sharpe: -0.09 (upper mid). Sharpe: -0.44 (lower mid). Sharpe: -0.18 (lower mid). Sharpe: -0.58 (bottom quartile). Sharpe: -0.63 (bottom quartile). Point 10 Information ratio: -0.23 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.31 (top quartile). Information ratio: 0.42 (top quartile). Information ratio: 0.22 (upper mid). Information ratio: -0.49 (lower mid). Information ratio: -0.74 (bottom quartile). Information ratio: -0.59 (lower mid). Information ratio: -0.72 (bottom quartile). Information ratio: -1.39 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
Sundaram Mid Cap Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
TATA Mid Cap Growth Fund
Franklin India Prima Fund
SBI Magnum Mid Cap Fund
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (22 Apr 26) ₹92.8919 ↓ -0.34 (-0.37 %) Net Assets (Cr) ₹31,047 on 31 Mar 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -1.08 Information Ratio -0.23 Alpha Ratio -16.24 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,822 31 Mar 23 ₹15,204 31 Mar 24 ₹24,380 31 Mar 25 ₹28,513 31 Mar 26 ₹24,841 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 11% 3 Month -0.9% 6 Month -11.4% 1 Year -0.2% 3 Year 22.7% 5 Year 24.2% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.19 Yr. Swapnil Mayekar 18 Nov 25 0.37 Yr. Ajay Khandelwal 1 Oct 24 1.5 Yr. Ankit Agarwal 21 Jan 26 0.19 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.92% Technology 25.48% Consumer Cyclical 16% Industrials 11.4% Communication Services 9.09% Real Estate 3.05% Health Care 2.06% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,309 Cr 61,413,395 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433967% ₹2,279 Cr 23,765,865
↑ 320,767 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹1,964 Cr 4,026,493
↓ -383,233 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹1,932 Cr 84,386,866
↓ -3,087,032 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,904 Cr 17,082,915
↓ -209,085 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,690 Cr 9,483,812 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,628 Cr 4,030,834
↓ -132,222 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5406915% ₹1,562 Cr 53,459,381
↓ -2,000,000 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,303 Cr 86,768,516
↑ 23,446,287 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,269 Cr 5,309,458 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (22 Apr 26) ₹181.3 ↑ 0.73 (0.40 %) Net Assets (Cr) ₹9,895 on 31 Mar 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.08 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,350 31 Mar 23 ₹12,332 31 Mar 24 ₹18,622 31 Mar 25 ₹22,070 31 Mar 26 ₹22,580 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 10.9% 3 Month 4.7% 6 Month -2.8% 1 Year 13.7% 3 Year 27.2% 5 Year 22% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.39 Yr. Data below for Invesco India Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.55% Health Care 19.72% Consumer Cyclical 16.61% Industrials 12.41% Real Estate 7.61% Technology 4.97% Basic Materials 4.17% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹579 Cr 22,304,132 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹510 Cr 1,899,237 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹500 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹471 Cr 4,184,252
↑ 318,653 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹459 Cr 4,774,196 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹426 Cr 16,397,045 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹411 Cr 1,043,041
↑ 147,708 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5335194% ₹405 Cr 16,854,973 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹397 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹387 Cr 4,030,589
↑ 146,776 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (22 Apr 26) ₹104.035 ↑ 0.20 (0.19 %) Net Assets (Cr) ₹13,554 on 31 Mar 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.12 Information Ratio 0.31 Alpha Ratio -0.08 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,566 31 Mar 23 ₹12,920 31 Mar 24 ₹19,379 31 Mar 25 ₹22,786 31 Mar 26 ₹23,346 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.4% 3 Month 3.2% 6 Month 0.9% 1 Year 11.3% 3 Year 26.4% 5 Year 21.8% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.46 Yr. Trideep Bhattacharya 1 Oct 21 4.5 Yr. Raj Koradia 1 Aug 24 1.66 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 27.89% Industrials 14.27% Consumer Cyclical 12.93% Basic Materials 10.8% Health Care 8.2% Technology 5.82% Consumer Defensive 4.86% Communication Services 3.08% Energy 2.82% Real Estate 2.07% Utility 1.47% Asset Allocation
Asset Class Value Cash 5.79% Equity 94.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹400 Cr 15,420,551
↑ 4,260,828 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹328 Cr 1,372,945 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹325 Cr 4,417,032 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5406112% ₹282 Cr 3,350,484
↑ 507,903 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹275 Cr 3,454,648 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL2% ₹269 Cr 5,661,327 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹264 Cr 3,120,547 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 22 | APLAPOLLO2% ₹247 Cr 1,276,129
↓ -10,399 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹247 Cr 918,671 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹238 Cr 488,766 4. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (22 Apr 26) ₹330.78 ↑ 0.76 (0.23 %) Net Assets (Cr) ₹6,569 on 31 Mar 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.37 Information Ratio 0.42 Alpha Ratio 8.43 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,479 31 Mar 23 ₹12,395 31 Mar 24 ₹18,919 31 Mar 25 ₹20,400 31 Mar 26 ₹22,665 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 10.8% 3 Month 9.8% 6 Month 8.2% 1 Year 24.4% 3 Year 27.2% 5 Year 21.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.75 Yr. Sharmila D’mello 31 Jul 22 3.67 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 26.3% Industrials 22.93% Financial Services 21.52% Consumer Cyclical 12.4% Communication Services 6.07% Real Estate 5.07% Energy 2.47% Health Care 1.01% Technology 0.47% Utility 0.14% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322865% ₹310 Cr 2,786,470 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹296 Cr 1,239,860 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹276 Cr 1,425,196 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹272 Cr 1,011,840 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹261 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹261 Cr 824,501 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹221 Cr 3,106,731 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹208 Cr 1,376,584 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 5002953% ₹205 Cr 3,128,459 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹201 Cr 1,408,585 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (22 Apr 26) ₹1,432.11 ↑ 1.48 (0.10 %) Net Assets (Cr) ₹11,898 on 31 Mar 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.12 Information Ratio 0.22 Alpha Ratio 0.04 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 31 Mar 26 ₹22,051 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.4% 3 Month 4.1% 6 Month 0.5% 1 Year 12.1% 3 Year 25.3% 5 Year 20.7% 10 Year 15 Year Since launch 23.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.1 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 19.57% Industrials 17.16% Consumer Cyclical 15.4% Health Care 10.25% Basic Materials 9.32% Technology 7.53% Consumer Defensive 6.07% Real Estate 3.07% Utility 2.99% Communication Services 2.8% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹482 Cr 1,070,000
↓ -17,767 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹410 Cr 1,125,000
↓ -36,757 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹329 Cr 11,498,475 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹314 Cr 1,642,029
↑ 40,290 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹270 Cr 10,399,688 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹256 Cr 1,053,586
↑ 822,222 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹254 Cr 945,165 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹253 Cr 6,735,835 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹250 Cr 3,395,879 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹250 Cr 1,080,069
↑ 30,000 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (22 Apr 26) ₹107.174 ↑ 0.25 (0.24 %) Net Assets (Cr) ₹2,129 on 31 Mar 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio 0.48 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,407 31 Mar 23 ₹12,383 31 Mar 24 ₹18,186 31 Mar 25 ₹19,737 31 Mar 26 ₹20,473 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.3% 3 Month 5.4% 6 Month 4.5% 1 Year 13.1% 3 Year 22.1% 5 Year 18.5% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Pratish Krishnan 29 Nov 25 0.34 Yr. Himanshu Singh 21 Oct 24 1.44 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 22.66% Industrials 17% Consumer Cyclical 15.62% Basic Materials 13.22% Health Care 12.82% Technology 5.7% Real Estate 1.91% Energy 1.73% Consumer Defensive 0.93% Communication Services 0.89% Asset Allocation
Asset Class Value Cash 7.51% Equity 92.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222754% ₹91 Cr 250,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹65 Cr 26,955
↓ -3,045 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹63 Cr 740,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹59 Cr 95,608 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹52 Cr 2,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹49 Cr 2,000,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹48 Cr 300,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹46 Cr 1,200,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹45 Cr 168,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹45 Cr 315,000 7. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (22 Apr 26) ₹801.48 ↑ 0.04 (0.00 %) Net Assets (Cr) ₹5,493 on 31 Mar 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.44 Information Ratio -0.74 Alpha Ratio -4.81 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,072 31 Mar 23 ₹12,330 31 Mar 24 ₹18,069 31 Mar 25 ₹20,190 31 Mar 26 ₹19,759 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 10.7% 3 Month 3.9% 6 Month 0.6% 1 Year 9.6% 3 Year 21.5% 5 Year 18.4% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 22% 2023 39.9% 2022 -5.3% 2021 50.4% 2020 15.5% 2019 -3.7% 2018 -16% 2017 44.8% 2016 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.42 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 22.91% Industrials 16.05% Basic Materials 15.76% Consumer Cyclical 15.68% Technology 9.42% Health Care 7.24% Real Estate 4.82% Utility 2.61% Consumer Defensive 2.32% Communication Services 0.48% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹183 Cr 7,043,431 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹183 Cr 1,225,565 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹176 Cr 539,138 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹174 Cr 342,940 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹169 Cr 2,011,167 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹169 Cr 873,080 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹144 Cr 1,100,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹126 Cr 204,519 Atul Ltd (Basic Materials)
Equity, Since 31 May 20 | ATUL2% ₹126 Cr 197,756 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹124 Cr 1,500,000 8. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (22 Apr 26) ₹446.608 ↑ 0.54 (0.12 %) Net Assets (Cr) ₹4,993 on 31 Mar 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.18 Information Ratio -0.59 Alpha Ratio -0.9 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,283 31 Mar 23 ₹12,268 31 Mar 24 ₹18,600 31 Mar 25 ₹19,858 31 Mar 26 ₹20,243 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 8.4% 3 Month 2.6% 6 Month 2.1% 1 Year 11.7% 3 Year 22.2% 5 Year 18.2% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.8% 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.07 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.66% Industrials 13.44% Consumer Cyclical 13.15% Health Care 11.82% Basic Materials 10.8% Technology 5.86% Communication Services 4.71% Consumer Defensive 4.33% Real Estate 2.63% Utility 1.57% Energy 1.21% Asset Allocation
Asset Class Value Cash 6.29% Equity 93.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹160 Cr 800,000
↑ 72,134 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹156 Cr 6,000,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹155 Cr 1,835,455 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹142 Cr 950,000
↑ 200,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹131 Cr 2,300,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Aug 23 | 5348163% ₹130 Cr 3,100,000
↑ 600,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316423% ₹129 Cr 1,750,000
↑ 250,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹128 Cr 1,700,000
↑ 200,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322963% ₹128 Cr 600,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹126 Cr 1,500,000 9. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (22 Apr 26) ₹2,708.58 ↑ 9.04 (0.33 %) Net Assets (Cr) ₹10,899 on 31 Mar 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.58 Information Ratio -0.72 Alpha Ratio -7.23 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,373 31 Mar 23 ₹11,777 31 Mar 24 ₹17,245 31 Mar 25 ₹20,014 31 Mar 26 ₹19,085 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.1% 3 Month 1.2% 6 Month -2.4% 1 Year 4.2% 3 Year 21.8% 5 Year 17.4% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.6% 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.17 Yr. Sandeep Manam 18 Oct 21 4.45 Yr. Akhil Kalluri 7 Feb 22 4.15 Yr. Data below for Franklin India Prima Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 21.33% Industrials 15.34% Consumer Cyclical 13.73% Basic Materials 11.42% Health Care 10.56% Technology 7.61% Real Estate 5.59% Consumer Defensive 3.69% Communication Services 3.44% Utility 2.02% Energy 1.1% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹332 Cr 11,074,683 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹281 Cr 7,219,684 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹277 Cr 7,413,356 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹268 Cr 1,199,891
↓ -300,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹265 Cr 1,152,885
↑ 100,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹246 Cr 1,295,000
↑ 120,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹231 Cr 31,393,177 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL2% ₹230 Cr 10,850,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | MFSL2% ₹228 Cr 1,257,487 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹227 Cr 1,631,918 10. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (22 Apr 26) ₹236.453 ↑ 1.74 (0.74 %) Net Assets (Cr) ₹20,576 on 31 Mar 26 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.63 Information Ratio -1.39 Alpha Ratio -7.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,651 31 Mar 23 ₹13,252 31 Mar 24 ₹18,748 31 Mar 25 ₹20,351 31 Mar 26 ₹19,266 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.6% 3 Month 4% 6 Month 2.3% 1 Year 3.9% 3 Year 17.2% 5 Year 17.3% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 2 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 24.42% Industrials 16.66% Consumer Cyclical 13.46% Basic Materials 11.32% Utility 6.49% Health Care 6.47% Technology 5.57% Consumer Defensive 4.32% Real Estate 3.33% Communication Services 1.91% Asset Allocation
Asset Class Value Cash 5.93% Equity 93.93% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹757 Cr 5,800,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001034% ₹737 Cr 30,000,000 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | 5099303% ₹674 Cr 1,800,000
↑ 10,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹639 Cr 1,700,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹635 Cr 1,745,454
↑ 55,622 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹603 Cr 3,600,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹591 Cr 1,350,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON3% ₹563 Cr 15,598,584 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5002713% ₹537 Cr 3,600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹518 Cr 225,000
Conclusion
Mid-cap funds can be worth adding to your investment Portfolio. But, consider the returns that they can deliver. However, one thing you need to re-think on is— “Not every mid-cap can be tomorrow’s large cap."
So, choose your investment wisely!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund