+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 ₹95.7714
↑ 0.49 ₹40,208 -2.8 4.8 -8.8 15.7 17.1 -12.1 Invesco India Mid Cap Fund Growth ₹181.67
↑ 2.55 ₹15,749 -8.1 0 -2.8 20 15.3 6.3 Edelweiss Mid Cap Fund Growth ₹100.199
↑ 1.34 ₹19,230 -7.1 -3.6 -3.2 17.3 14.2 3.8 Sundaram Mid Cap Fund Growth ₹1,360.95
↑ 15.43 ₹13,854 -8.8 -5.1 -5.2 15.2 13.7 4.1 ICICI Prudential MidCap Fund Growth ₹311.1
↑ 6.68 ₹7,961 -7.2 -5.8 0.6 18.4 13.6 11.1 BNP Paribas Mid Cap Fund Growth ₹102.503
↑ 1.56 ₹2,503 -7.7 -4.9 -0.6 13.6 11.4 2.5 TATA Mid Cap Growth Fund Growth ₹425.069
↑ 4.16 ₹5,860 -8 -4.4 -3.4 12 11.4 5.8 Axis Mid Cap Fund Growth ₹115.06
↑ 1.77 ₹33,528 -4.2 -0.4 -0.4 14.7 10.4 1 Aditya Birla Sun Life Midcap Fund Growth ₹776.67
↑ 9.63 ₹6,550 -7.4 -3.1 -3.2 12.3 10.4 4.4 Franklin India Prima Fund Growth ₹2,564.85
↑ 21.73 ₹12,156 -8.6 -4.6 -8.4 12.6 10.3 1.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Axis Mid Cap Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund Point 1 Highest AUM (₹40,208 Cr). Upper mid AUM (₹15,749 Cr). Upper mid AUM (₹19,230 Cr). Upper mid AUM (₹13,854 Cr). Lower mid AUM (₹7,961 Cr). Bottom quartile AUM (₹2,503 Cr). Bottom quartile AUM (₹5,860 Cr). Top quartile AUM (₹33,528 Cr). Bottom quartile AUM (₹6,550 Cr). Lower mid AUM (₹12,156 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (24+ yrs). Established history (22+ yrs). Established history (20+ yrs). Oldest track record among peers (32 yrs). Established history (15+ yrs). Established history (24+ yrs). Established history (32+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 1★ (bottom quartile). Rating: 3★ (upper 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: 17.05% (top quartile). 5Y return: 15.31% (top quartile). 5Y return: 14.22% (upper mid). 5Y return: 13.74% (upper mid). 5Y return: 13.56% (upper mid). 5Y return: 11.45% (lower mid). 5Y return: 11.39% (lower mid). 5Y return: 10.36% (bottom quartile). 5Y return: 10.35% (bottom quartile). 5Y return: 10.27% (bottom quartile). Point 6 3Y return: 15.70% (upper mid). 3Y return: 19.97% (top quartile). 3Y return: 17.33% (upper mid). 3Y return: 15.24% (upper mid). 3Y return: 18.42% (top quartile). 3Y return: 13.59% (lower mid). 3Y return: 11.98% (bottom quartile). 3Y return: 14.67% (lower mid). 3Y return: 12.29% (bottom quartile). 3Y return: 12.64% (bottom quartile). Point 7 1Y return: -8.80% (bottom quartile). 1Y return: -2.76% (upper mid). 1Y return: -3.22% (upper mid). 1Y return: -5.24% (bottom quartile). 1Y return: 0.58% (top quartile). 1Y return: -0.59% (upper mid). 1Y return: -3.35% (lower mid). 1Y return: -0.39% (top quartile). 1Y return: -3.23% (lower mid). 1Y return: -8.39% (bottom quartile). Point 8 Alpha: -3.81 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.22 (upper mid). Alpha: -1.10 (lower mid). Alpha: 7.02 (top quartile). Alpha: 1.29 (top quartile). Alpha: -1.28 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 1.18 (upper mid). Alpha: -4.52 (bottom quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: 0.17 (top quartile). Sharpe: 0.06 (upper mid). Sharpe: 0.00 (lower mid). Sharpe: 0.38 (top quartile). Sharpe: 0.12 (upper mid). Sharpe: -0.02 (bottom quartile). Sharpe: 0.05 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.24 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.96 (top quartile). Information ratio: 0.52 (upper mid). Information ratio: 1.25 (top quartile). Information ratio: -0.02 (lower mid). Information ratio: -0.43 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.23 (bottom quartile). Information ratio: -0.11 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
Axis Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima 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 (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 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 The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 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. Research Highlights for Axis Mid Cap Fund Below is the key information for Axis 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 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 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (27 Oct 26) ₹95.7714 ↑ 0.49 (0.51 %) Net Assets (Cr) ₹40,208 on 30 Sep 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.12 Information Ratio 0.24 Alpha Ratio -3.81 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 Sep 21 ₹10,000 30 Sep 22 ₹12,302 30 Sep 23 ₹14,891 30 Sep 24 ₹25,582 30 Sep 25 ₹23,487 30 Sep 26 ₹23,526 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -5.1% 3 Month -2.8% 6 Month 4.8% 1 Year -8.8% 3 Year 15.7% 5 Year 17.1% 10 Year 15 Year Since launch 19.5% 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 0.69 Yr. Swapnil Mayekar 18 Nov 25 0.87 Yr. Ajay Khandelwal 1 Oct 24 2 Yr. Ankit Agarwal 21 Jan 26 0.69 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 29.58% Financial Services 25.87% Consumer Cyclical 16.95% Industrials 12.25% Health Care 4.27% Communication Services 2.23% Real Estate 2.2% Energy 0.87% Consumer Defensive 0.59% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM9% ₹3,475 Cr 20,708,902
↓ -1,921,574 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,208 Cr 58,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL7% ₹2,700 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE5% ₹2,184 Cr 12,488,926 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,865 Cr 49,000,000
↓ -2,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT4% ₹1,782 Cr 3,375,000 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Jun 26 | STLTECH4% ₹1,768 Cr 19,426,538 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,715 Cr 3,850,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,505 Cr 4,558,659
↑ 240,367 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW4% ₹1,409 Cr 76,595,094 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (27 Oct 26) ₹181.67 ↑ 2.55 (1.42 %) Net Assets (Cr) ₹15,749 on 30 Sep 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.17 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 Sep 21 ₹10,000 30 Sep 22 ₹10,141 30 Sep 23 ₹12,538 30 Sep 24 ₹20,051 30 Sep 25 ₹20,605 30 Sep 26 ₹22,077 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -6.7% 3 Month -8.1% 6 Month 0% 1 Year -2.8% 3 Year 20% 5 Year 15.3% 10 Year 15 Year Since launch 16% 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 2.9 Yr. Data below for Invesco India Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 25.48% Health Care 24.23% Consumer Cyclical 18.26% Industrials 14.85% Real Estate 9.38% Basic Materials 3.38% Utility 1.83% Technology 1.35% Asset Allocation
Asset Class Value Cash 1.23% Equity 98.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE7% ₹1,154 Cr 7,790,653
↑ 709,125 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH7% ₹1,136 Cr 12,218,168
↑ 2,291,941 Meesho Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | MEESHO5% ₹853 Cr 37,475,229 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹846 Cr 26,659,590 Manipal Health Enterprises Ltd (Healthcare)
Equity, Since 31 Jul 26 | MANIPALHOS4% ₹700 Cr 9,878,758 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹651 Cr 20,352,364 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹625 Cr 4,577,395 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹616 Cr 23,237,815
↑ 3,585,524 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406114% ₹600 Cr 5,936,790 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹552 Cr 6,129,063 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (27 Oct 26) ₹100.199 ↑ 1.34 (1.35 %) Net Assets (Cr) ₹19,230 on 30 Sep 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.68 Sharpe Ratio 0.06 Information Ratio 0.96 Alpha Ratio 0.22 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 Sep 21 ₹10,000 30 Sep 22 ₹10,510 30 Sep 23 ₹12,753 30 Sep 24 ₹20,437 30 Sep 25 ₹19,854 30 Sep 26 ₹20,850 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -5.8% 3 Month -7.1% 6 Month -3.6% 1 Year -3.2% 3 Year 17.3% 5 Year 14.2% 10 Year 15 Year Since launch 13% 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 1.96 Yr. Trideep Bhattacharya 1 Oct 21 5 Yr. Mehul Dalmia 3 Aug 26 0.16 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 25.3% Consumer Cyclical 16.4% Industrials 13.61% Basic Materials 9.75% Health Care 9.45% Technology 7.92% Consumer Defensive 4.1% Real Estate 3.86% Communication Services 3.09% Utility 2.15% Energy 1.41% Asset Allocation
Asset Class Value Cash 2.95% Equity 97.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹588 Cr 18,517,679
↓ -2,306,138 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX3% ₹519 Cr 1,571,687 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹402 Cr 203,930 City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | CUB2% ₹388 Cr 17,152,756 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹383 Cr 724,918 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE2% ₹381 Cr 2,179,829 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹370 Cr 1,196,328 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹370 Cr 4,701,724 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | 5244942% ₹353 Cr 1,833,465 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | RADICO2% ₹331 Cr 757,467 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Oct 26) ₹1,360.95 ↑ 15.43 (1.15 %) Net Assets (Cr) ₹13,854 on 30 Sep 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.01 Information Ratio 0.52 Alpha Ratio -1.1 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,517 30 Sep 23 ₹12,999 30 Sep 24 ₹20,296 30 Sep 25 ₹19,378 30 Sep 26 ₹20,063 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -6.3% 3 Month -8.8% 6 Month -5.1% 1 Year -5.2% 3 Year 15.2% 5 Year 13.7% 10 Year 15 Year Since launch 22.5% 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 5.6 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 22.28% Industrials 17.83% Consumer Cyclical 16.96% Health Care 10.26% Technology 8.85% Basic Materials 7.76% Consumer Defensive 3.67% Real Estate 2.94% Utility 2.1% Communication Services 1.8% Energy 1.19% Asset Allocation
Asset Class Value Cash 4.31% Equity 95.64% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹380 Cr 11,700,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹357 Cr 6,450,835 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹332 Cr 697,000
↓ -25,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹327 Cr 10,300,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹312 Cr 38,278,844 Thermax Ltd (Industrials)
Equity, Since 31 Mar 26 | THERMAX2% ₹305 Cr 900,000
↑ 223,890 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹280 Cr 1,600,000
↓ -80,000 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | SONACOMS2% ₹280 Cr 3,370,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 25 | 5031002% ₹271 Cr 1,400,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹264 Cr 1,503,352
↓ -231,801 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (27 Oct 26) ₹311.1 ↑ 6.68 (2.19 %) Net Assets (Cr) ₹7,961 on 30 Sep 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0.38 Information Ratio 1.25 Alpha Ratio 7.02 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,266 30 Sep 23 ₹12,049 30 Sep 24 ₹18,771 30 Sep 25 ₹18,155 30 Sep 26 ₹20,337 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -7.4% 3 Month -7.2% 6 Month -5.8% 1 Year 0.6% 3 Year 18.4% 5 Year 13.6% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 4.25 Yr. Sharmila D'Silva 31 Jul 22 4.17 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 26.44% Basic Materials 25.29% Financial Services 20.24% Consumer Cyclical 10.77% Energy 5.43% Real Estate 5.2% Health Care 2.4% Technology 1.35% Communication Services 0.83% Utility 0.01% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS6% ₹476 Cr 273,711 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO5% ₹432 Cr 12,339,597
↑ 2,000,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹432 Cr 1,309,860 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹316 Cr 2,786,470 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹315 Cr 1,437,425 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹313 Cr 1,011,840 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹232 Cr 3,106,731 Bharat Forge Ltd (Industrials)
Equity, Since 31 May 23 | 5004933% ₹226 Cr 1,174,895 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹226 Cr 824,501 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | POLICYBZR3% ₹214 Cr 2,008,585
↑ 600,000 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (27 Oct 26) ₹102.503 ↑ 1.56 (1.55 %) Net Assets (Cr) ₹2,503 on 30 Sep 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.12 Information Ratio -0.02 Alpha Ratio 1.29 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 Sep 21 ₹10,000 30 Sep 22 ₹10,141 30 Sep 23 ₹12,466 30 Sep 24 ₹18,351 30 Sep 25 ₹17,205 30 Sep 26 ₹18,290 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -5.7% 3 Month -7.7% 6 Month -4.9% 1 Year -0.6% 3 Year 13.6% 5 Year 11.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Rohan Korde 1 May 26 0.42 Yr. Ankeet Pandya 1 Jul 26 0.25 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 27.51% Industrials 16.48% Health Care 12.1% Consumer Cyclical 11.78% Technology 10.46% Basic Materials 8.24% Utility 3.64% Real Estate 2.91% Consumer Defensive 1.84% Energy 1.82% Communication Services 1.17% Asset Allocation
Asset Class Value Cash 2.06% Equity 97.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001033% ₹83 Cr 2,000,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹56 Cr 700,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹56 Cr 290,000
↓ -10,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 5433492% ₹54 Cr 163,666 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹53 Cr 125,000
↓ -40,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 25 | UJJIVANSFB2% ₹49 Cr 7,306,567
↑ 250,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹48 Cr 250,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 25 | PAYTM2% ₹48 Cr 287,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX2% ₹48 Cr 145,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹46 Cr 1,300,000
↑ 50,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Oct 26) ₹425.069 ↑ 4.16 (0.99 %) Net Assets (Cr) ₹5,860 on 30 Sep 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio -0.02 Information Ratio -0.43 Alpha Ratio -1.28 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 Sep 21 ₹10,000 30 Sep 22 ₹10,181 30 Sep 23 ₹12,981 30 Sep 24 ₹19,032 30 Sep 25 ₹17,704 30 Sep 26 ₹18,324 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -5.5% 3 Month -8% 6 Month -4.4% 1 Year -3.4% 3 Year 12% 5 Year 11.4% 10 Year 15 Year Since launch 12.3% 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 5.57 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 26.18% Health Care 12.62% Industrials 12.16% Consumer Cyclical 11.94% Basic Materials 10.45% Technology 10.42% Communication Services 4.9% Real Estate 2.83% Consumer Defensive 2.55% Energy 2.11% Utility 1.27% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹200 Cr 800,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001033% ₹188 Cr 4,518,139 One97 Communications Ltd (Technology)
Equity, Since 31 Dec 25 | PAYTM3% ₹185 Cr 1,100,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 26 | MCX3% ₹173 Cr 525,000
↑ 25,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF3% ₹172 Cr 6,500,000
↑ 1,000,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹172 Cr 1,700,000
↑ 200,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹171 Cr 1,900,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹165 Cr 1,200,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jan 25 | MAXHEALTH3% ₹161 Cr 1,736,257
↑ 236,257 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹159 Cr 5,000,000 8. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (27 Oct 26) ₹115.06 ↑ 1.77 (1.56 %) Net Assets (Cr) ₹33,528 on 30 Sep 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.05 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.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,932 30 Sep 23 ₹11,431 30 Sep 24 ₹16,977 30 Sep 25 ₹16,222 30 Sep 26 ₹17,021 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -3.9% 3 Month -4.2% 6 Month -0.4% 1 Year -0.4% 3 Year 14.7% 5 Year 10.4% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 1% 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.86 Yr. Nitin Arora 3 Aug 23 3.16 Yr. Krishnaa N 1 Mar 24 2.59 Yr. Data below for Axis Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.2% Industrials 17.86% Financial Services 17.42% Health Care 12.8% Technology 6.57% Basic Materials 5.25% Consumer Defensive 3.37% Real Estate 2.29% Communication Services 2.03% Utility 1.18% Energy 0.28% Asset Allocation
Asset Class Value Cash 9.62% Equity 90.25% Debt 0.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,334 Cr 42,040,871
↓ -1,699,390 Apar Industries Ltd (Industrials)
Equity, Since 30 Nov 23 | APARINDS3% ₹951 Cr 547,073 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | SONACOMS3% ₹902 Cr 10,868,912
↓ -940,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹876 Cr 11,375,762
↓ -1,146,623 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹807 Cr 1,921,542
↑ 48,157 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹798 Cr 10,948,722 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 5244942% ₹772 Cr 4,005,425 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹769 Cr 3,974,761 Lenskart Solutions Ltd (Healthcare)
Equity, Since 31 Oct 25 | LENSKART2% ₹745 Cr 10,873,986 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL2% ₹691 Cr 21,607,250 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (27 Oct 26) ₹776.67 ↑ 9.63 (1.26 %) Net Assets (Cr) ₹6,550 on 30 Sep 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.11 Information Ratio -0.23 Alpha Ratio 1.18 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,098 30 Sep 23 ₹12,403 30 Sep 24 ₹18,315 30 Sep 25 ₹16,746 30 Sep 26 ₹17,712 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -6.4% 3 Month -7.4% 6 Month -3.1% 1 Year -3.2% 3 Year 12.3% 5 Year 10.4% 10 Year 15 Year Since launch 19.8% 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 1.92 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 25.22% Industrials 19.08% Basic Materials 12.42% Health Care 12.37% Consumer Cyclical 12.16% Technology 7.08% Consumer Defensive 4.36% Real Estate 3.33% Utility 1.56% Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹199 Cr 6,263,520
↓ -393,020 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹197 Cr 901,080 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹196 Cr 1,940,849 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW3% ₹188 Cr 10,223,440 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹174 Cr 342,940 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5323313% ₹172 Cr 473,984 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR3% ₹169 Cr 204,519 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002712% ₹158 Cr 1,151,200 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX2% ₹147 Cr 434,194 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹136 Cr 916,888 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (27 Oct 26) ₹2,564.85 ↑ 21.73 (0.85 %) Net Assets (Cr) ₹12,156 on 30 Sep 26 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.18 Information Ratio -0.11 Alpha Ratio -4.52 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 Sep 21 ₹10,000 30 Sep 22 ₹9,810 30 Sep 23 ₹11,930 30 Sep 24 ₹18,386 30 Sep 25 ₹17,321 30 Sep 26 ₹17,334 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 26 Duration Returns 1 Month -6.2% 3 Month -8.6% 6 Month -4.6% 1 Year -8.4% 3 Year 12.6% 5 Year 10.3% 10 Year 15 Year Since launch 18.4% 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 15.67 Yr. Sandeep Manam 18 Oct 21 4.96 Yr. Akhil Kalluri 7 Feb 22 4.65 Yr. Data below for Franklin India Prima Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 24.46% Industrials 19.02% Consumer Cyclical 15.21% Basic Materials 10.29% Health Care 9.57% Technology 9.24% Real Estate 3.88% Communication Services 2.75% Consumer Defensive 1.79% Utility 0.95% Energy 0.89% Asset Allocation
Asset Class Value Cash 1.95% Equity 98.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL3% ₹349 Cr 6,304,921 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹300 Cr 8,094,684 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK2% ₹290 Cr 9,149,683 One97 Communications Ltd (Technology)
Equity, Since 31 Jul 26 | PAYTM2% ₹279 Cr 1,660,135
↑ 505,500 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹268 Cr 32,893,177
↓ -4,000,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹263 Cr 1,199,891 Mankind Pharma Ltd (Healthcare)
Equity, Since 28 Feb 26 | MANKIND2% ₹258 Cr 1,029,108 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹242 Cr 1,631,918 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | BALKRISIND2% ₹238 Cr 1,125,000 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹232 Cr 1,325,747
↓ -100,000
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