+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 (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹90.5224
↑ 0.97 ₹35,735 5.7 -9.8 -10.8 16.9 20.7 -12.1 Invesco India Mid Cap Fund Growth ₹183.59
↑ 2.71 ₹11,767 8.9 0.2 3.1 23.9 19.8 6.3 Edelweiss Mid Cap Fund Growth ₹104.018
↑ 1.13 ₹15,911 5.6 1.3 2.3 22.5 18.8 3.8 Sundaram Mid Cap Fund Growth ₹1,423.24
↑ 18.89 ₹13,378 5.5 0.3 2.7 21.9 18.1 4.1 ICICI Prudential MidCap Fund Growth ₹328.05
↑ 3.62 ₹7,557 6.9 7.2 8.6 23.9 18 11.1 BNP Paribas Mid Cap Fund Growth ₹106.896
↑ 1.28 ₹2,389 6.2 3.6 6.1 19.4 16 2.5 TATA Mid Cap Growth Fund Growth ₹441.442
↑ 6.20 ₹5,604 4.3 0.1 3 17.9 15.8 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹800.45
↑ 8.88 ₹6,290 8.6 1.4 0.7 17.9 15.4 4.4 SBI Magnum Mid Cap Fund Growth ₹231.773
↑ 2.40 ₹23,247 4 0.2 -2.5 12.3 14.7 0.4 Axis Mid Cap Fund Growth ₹115.38
↑ 1.35 ₹32,276 6 2.6 1.5 17 14.3 1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 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 Aditya Birla Sun Life Midcap Fund SBI Magnum Mid Cap Fund Axis Mid Cap Fund Point 1 Highest AUM (₹35,735 Cr). Lower mid AUM (₹11,767 Cr). Upper mid AUM (₹15,911 Cr). Upper mid AUM (₹13,378 Cr). Lower mid AUM (₹7,557 Cr). Bottom quartile AUM (₹2,389 Cr). Bottom quartile AUM (₹5,604 Cr). Bottom quartile AUM (₹6,290 Cr). Upper mid AUM (₹23,247 Cr). Top quartile AUM (₹32,276 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (15+ 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: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 1★ (bottom quartile). 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: 20.73% (top quartile). 5Y return: 19.76% (top quartile). 5Y return: 18.83% (upper mid). 5Y return: 18.14% (upper mid). 5Y return: 18.00% (upper mid). 5Y return: 15.98% (lower mid). 5Y return: 15.79% (lower mid). 5Y return: 15.39% (bottom quartile). 5Y return: 14.68% (bottom quartile). 5Y return: 14.30% (bottom quartile). Point 6 3Y return: 16.91% (bottom quartile). 3Y return: 23.92% (top quartile). 3Y return: 22.47% (upper mid). 3Y return: 21.92% (upper mid). 3Y return: 23.91% (top quartile). 3Y return: 19.40% (upper mid). 3Y return: 17.87% (lower mid). 3Y return: 17.91% (lower mid). 3Y return: 12.31% (bottom quartile). 3Y return: 16.99% (bottom quartile). Point 7 1Y return: -10.76% (bottom quartile). 1Y return: 3.12% (upper mid). 1Y return: 2.31% (lower mid). 1Y return: 2.75% (upper mid). 1Y return: 8.56% (top quartile). 1Y return: 6.06% (top quartile). 1Y return: 3.03% (upper mid). 1Y return: 0.70% (bottom quartile). 1Y return: -2.54% (bottom quartile). 1Y return: 1.46% (lower mid). Point 8 Alpha: -14.22 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -0.24 (lower mid). Alpha: 0.31 (upper mid). Alpha: 11.02 (top quartile). Alpha: 1.99 (top quartile). Alpha: -0.51 (lower mid). Alpha: -2.10 (bottom quartile). Alpha: -6.64 (bottom quartile). Alpha: 0.00 (upper mid). Point 9 Sharpe: -0.34 (bottom quartile). Sharpe: 0.42 (upper mid). Sharpe: 0.33 (upper mid). Sharpe: 0.36 (upper mid). Sharpe: 0.85 (top quartile). Sharpe: 0.46 (top quartile). Sharpe: 0.32 (lower mid). Sharpe: 0.24 (bottom quartile). Sharpe: 0.02 (bottom quartile). Sharpe: 0.31 (lower mid). Point 10 Information ratio: -0.21 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.31 (top quartile). Information ratio: 0.26 (upper mid). Information ratio: 0.64 (top quartile). Information ratio: -0.52 (lower mid). Information ratio: -0.64 (bottom quartile). Information ratio: -0.61 (bottom quartile). Information ratio: -1.50 (bottom quartile). Information ratio: 0.00 (upper mid). 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
Aditya Birla Sun Life Midcap Fund
SBI Magnum Mid Cap Fund
Axis 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 (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 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 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 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 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (09 Jun 26) ₹90.5224 ↑ 0.97 (1.08 %) Net Assets (Cr) ₹35,735 on 30 Apr 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.34 Information Ratio -0.21 Alpha Ratio -14.22 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 May 21 ₹10,000 31 May 22 ₹12,783 31 May 23 ₹16,334 31 May 24 ₹24,357 31 May 25 ₹29,158 31 May 26 ₹26,947 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -4% 3 Month 5.7% 6 Month -9.8% 1 Year -10.8% 3 Year 16.9% 5 Year 20.7% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.36 Yr. Swapnil Mayekar 18 Nov 25 0.53 Yr. Ajay Khandelwal 1 Oct 24 1.67 Yr. Ankit Agarwal 21 Jan 26 0.36 Yr. Rakesh Shetty 22 Nov 22 3.53 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.93% Technology 24.11% Consumer Cyclical 15.01% Industrials 11.61% Communication Services 8.19% Real Estate 2.91% Health Care 2.23% Asset Allocation
Asset Class Value Cash 4% Equity 96% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | PAYTM7% ₹2,604 Cr 23,765,865 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,535 Cr 61,413,395 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL6% ₹2,085 Cr 84,386,866 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹1,995 Cr 16,682,915
↓ -400,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,958 Cr 4,030,834 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT5% ₹1,933 Cr 4,026,493 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL5% ₹1,847 Cr 53,459,381 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 31 Jan 26 | GROWW5% ₹1,819 Cr 84,616,660
↓ -2,151,856 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,789 Cr 9,483,812 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jan 26 | MCX4% ₹1,548 Cr 5,209,458
↓ -100,000 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (09 Jun 26) ₹183.59 ↑ 2.71 (1.50 %) Net Assets (Cr) ₹11,767 on 30 Apr 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.42 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 May 21 ₹10,000 31 May 22 ₹10,957 31 May 23 ₹12,922 31 May 24 ₹18,730 31 May 25 ₹22,914 31 May 26 ₹24,800 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -2.2% 3 Month 8.9% 6 Month 0.2% 1 Year 3.1% 3 Year 23.9% 5 Year 19.8% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.56 Yr. Data below for Invesco India Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 31.83% Health Care 18.66% Consumer Cyclical 16.99% Industrials 13.33% Real Estate 8.93% Basic Materials 4.09% Technology 4% Utility 2.02% Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE6% ₹728 Cr 5,146,315
↑ 962,063 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹691 Cr 1,899,237 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹640 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹603 Cr 5,936,790 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | ETERNAL4% ₹528 Cr 21,367,256
↑ 11,846,356 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹520 Cr 5,241,044
↑ 466,848 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹511 Cr 4,577,395
↑ 546,806 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹487 Cr 1,133,153
↑ 90,112 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹473 Cr 5,164,015
↑ 234,829 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹471 Cr 16,854,973 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (09 Jun 26) ₹104.018 ↑ 1.13 (1.09 %) Net Assets (Cr) ₹15,911 on 30 Apr 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.33 Information Ratio 0.31 Alpha Ratio -0.24 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 May 21 ₹10,000 31 May 22 ₹11,153 31 May 23 ₹13,170 31 May 24 ₹19,765 31 May 25 ₹23,043 31 May 26 ₹24,836 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -2.5% 3 Month 5.6% 6 Month 1.3% 1 Year 2.3% 3 Year 22.5% 5 Year 18.8% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.63 Yr. Trideep Bhattacharya 1 Oct 21 4.67 Yr. Raj Koradia 1 Aug 24 1.83 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 30.34% Industrials 14.73% Consumer Cyclical 12.38% Basic Materials 10.8% Health Care 7.51% Technology 5.01% Consumer Defensive 4.75% Communication Services 2.82% Utility 2.75% Real Estate 2.2% Energy 1.72% Asset Allocation
Asset Class Value Cash 4.98% Equity 95.02% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX3% ₹501 Cr 1,687,419
↑ 314,474 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹459 Cr 15,989,768
↑ 569,217 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹422 Cr 1,159,622
↑ 240,951 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5406112% ₹353 Cr 3,474,160
↑ 123,676 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹342 Cr 4,417,032 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹331 Cr 3,582,169
↑ 127,521 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹296 Cr 191,583
↑ 6,820 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Mar 26 | 5001032% ₹276 Cr 7,829,815
↑ 2,590,057 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹276 Cr 3,235,735
↑ 115,188 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 25 | 5327792% ₹275 Cr 1,584,025
↑ 56,389 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (09 Jun 26) ₹1,423.24 ↑ 18.89 (1.35 %) Net Assets (Cr) ₹13,378 on 30 Apr 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.36 Information Ratio 0.26 Alpha Ratio 0.31 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 May 21 ₹10,000 31 May 22 ₹10,905 31 May 23 ₹12,886 31 May 24 ₹19,697 31 May 25 ₹22,307 31 May 26 ₹23,938 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3% 3 Month 5.5% 6 Month 0.3% 1 Year 2.7% 3 Year 21.9% 5 Year 18.1% 10 Year 15 Year Since launch 23.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.27 Yr. Shalav Saket 31 Dec 25 0.42 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 21.44% Industrials 17.17% Consumer Cyclical 15.42% Health Care 9.48% Basic Materials 8.9% Technology 8.08% Consumer Defensive 5.5% Utility 3.85% Real Estate 3.21% Communication Services 2.22% Energy 1.51% Asset Allocation
Asset Class Value Cash 3.21% Equity 96.78% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹448 Cr 850,000
↓ -220,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹447 Cr 1,000,000
↓ -125,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹357 Cr 11,498,475 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹344 Cr 945,165 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹325 Cr 1,642,029 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹298 Cr 10,399,688 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹278 Cr 6,735,835 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹267 Cr 38,278,844 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹266 Cr 1,675,000
↑ 735,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹263 Cr 3,395,879 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (09 Jun 26) ₹328.05 ↑ 3.62 (1.12 %) Net Assets (Cr) ₹7,557 on 30 Apr 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.85 Information Ratio 0.64 Alpha Ratio 11.02 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 31 May 21 ₹10,000 31 May 22 ₹10,868 31 May 23 ₹12,173 31 May 24 ₹19,096 31 May 25 ₹20,630 31 May 26 ₹24,256 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3.2% 3 Month 6.9% 6 Month 7.2% 1 Year 8.6% 3 Year 23.9% 5 Year 18% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 27% 2022 32.8% 2021 3.1% 2020 44.8% 2019 19.1% 2018 -0.6% 2017 -10.8% 2016 42.9% 2015 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.92 Yr. Sharmila D’mello 31 Jul 22 3.84 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 23.47% Basic Materials 23.38% Financial Services 22.64% Consumer Cyclical 12.4% Real Estate 5.46% Energy 3.14% Communication Services 2.64% Health Care 1.5% Technology 1.07% Utility 0.15% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX5% ₹368 Cr 1,239,860 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹368 Cr 1,011,840 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322865% ₹341 Cr 2,786,470 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹325 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹282 Cr 824,501 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹271 Cr 1,425,196 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹238 Cr 3,106,731 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 26 | HINDPETRO3% ₹237 Cr 6,333,739
↑ 1,500,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | POLICYBZR3% ₹235 Cr 1,408,585 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹222 Cr 3,465,469 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (09 Jun 26) ₹106.896 ↑ 1.28 (1.21 %) Net Assets (Cr) ₹2,389 on 30 Apr 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.46 Information Ratio -0.52 Alpha Ratio 1.99 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 May 21 ₹10,000 31 May 22 ₹10,953 31 May 23 ₹12,483 31 May 24 ₹18,544 31 May 25 ₹19,950 31 May 26 ₹22,005 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3.2% 3 Month 6.2% 6 Month 3.6% 1 Year 6.1% 3 Year 19.4% 5 Year 16% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Rohan Korde 1 May 26 0.08 Yr. Himanshu Singh 21 Oct 24 1.61 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 23.2% Industrials 17.95% Consumer Cyclical 15.25% Basic Materials 12.07% Health Care 11.94% Technology 5.85% Consumer Defensive 2.03% Real Estate 1.99% Energy 1.88% Utility 0.94% Communication Services 0.86% Asset Allocation
Asset Class Value Cash 6.03% Equity 93.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222754% ₹100 Cr 225,000
↓ -25,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹79 Cr 23,455
↓ -3,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001033% ₹70 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹65 Cr 95,608 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹63 Cr 740,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE3% ₹61 Cr 168,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹57 Cr 2,000,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | POLICYBZR2% ₹52 Cr 315,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹48 Cr 1,200,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹48 Cr 270,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (09 Jun 26) ₹441.442 ↑ 6.20 (1.42 %) Net Assets (Cr) ₹5,604 on 30 Apr 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.32 Information Ratio -0.64 Alpha Ratio -0.51 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 May 21 ₹10,000 31 May 22 ₹10,998 31 May 23 ₹12,840 31 May 24 ₹19,447 31 May 25 ₹19,975 31 May 26 ₹21,537 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3.1% 3 Month 4.3% 6 Month 0.1% 1 Year 3% 3 Year 17.9% 5 Year 15.8% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 5.23 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 24.02% Industrials 14.73% Consumer Cyclical 12.99% Health Care 11.34% Basic Materials 10.66% Technology 6.12% Communication Services 4.16% Consumer Defensive 3.98% Real Estate 2.75% Utility 1.68% Energy 1.2% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 25 | MANKIND3% ₹180 Cr 800,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹172 Cr 6,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001033% ₹163 Cr 4,618,139
↑ 2,000,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹156 Cr 1,835,455 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK3% ₹156 Cr 1,700,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹152 Cr 1,500,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹151 Cr 950,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹148 Cr 2,300,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322963% ₹144 Cr 600,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316422% ₹136 Cr 1,750,000 8. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (09 Jun 26) ₹800.45 ↑ 8.88 (1.12 %) Net Assets (Cr) ₹6,290 on 30 Apr 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.24 Information Ratio -0.61 Alpha Ratio -2.1 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 May 21 ₹10,000 31 May 22 ₹11,581 31 May 23 ₹12,809 31 May 24 ₹18,365 31 May 25 ₹20,252 31 May 26 ₹21,374 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3.1% 3 Month 8.6% 6 Month 1.4% 1 Year 0.7% 3 Year 17.9% 5 Year 15.4% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 22% 2022 39.9% 2021 -5.3% 2020 50.4% 2019 15.5% 2018 -3.7% 2017 -16% 2016 44.8% 2015 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 1.58 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 24.69% Industrials 16.68% Consumer Cyclical 15.49% Basic Materials 13.99% Technology 8.17% Health Care 6.55% Real Estate 5.16% Utility 3.04% Consumer Defensive 2.58% Asset Allocation
Asset Class Value Cash 2.76% Equity 97.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹205 Cr 501,972
↓ -37,166 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406113% ₹204 Cr 2,011,167 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹202 Cr 7,043,431 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹194 Cr 1,225,565 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹191 Cr 1,100,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT3% ₹181 Cr 342,940 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹166 Cr 873,080 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Jun 25 | DIXON2% ₹141 Cr 126,270 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL2% ₹140 Cr 1,500,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 25 | NAVINFLUOR2% ₹140 Cr 204,519 9. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (09 Jun 26) ₹231.773 ↑ 2.40 (1.05 %) Net Assets (Cr) ₹23,247 on 30 Apr 26 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.02 Information Ratio -1.5 Alpha Ratio -6.64 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 May 21 ₹10,000 31 May 22 ₹11,804 31 May 23 ₹13,998 31 May 24 ₹18,871 31 May 25 ₹20,490 31 May 26 ₹20,640 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -3.8% 3 Month 4% 6 Month 0.2% 1 Year -2.5% 3 Year 12.3% 5 Year 14.7% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 20.3% 2022 34.5% 2021 3% 2020 52.2% 2019 30.4% 2018 0.1% 2017 -18% 2016 33.5% 2015 5% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 2.17 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 22.51% Industrials 16.27% Consumer Cyclical 12.09% Basic Materials 10.53% Utility 8.75% Health Care 7.75% Technology 5.85% Consumer Defensive 4.22% Real Estate 3.46% Communication Services 1.66% Asset Allocation
Asset Class Value Cash 6.51% Equity 93.37% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001034% ₹881 Cr 25,000,000
↓ -5,000,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹868 Cr 5,000,000
↓ -800,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Oct 25 | ADANIENSOL3% ₹811 Cr 6,045,541
↑ 3,045,541 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹715 Cr 1,667,886
↓ -32,114 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹669 Cr 1,692,647
↓ -52,807 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 25 | 5099303% ₹652 Cr 1,800,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹612 Cr 1,350,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹605 Cr 250,000
↑ 25,000 Biocon Ltd (Healthcare)
Equity, Since 30 Nov 24 | BIOCON2% ₹561 Cr 15,598,584 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹517 Cr 18,000,000 10. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (09 Jun 26) ₹115.38 ↑ 1.35 (1.18 %) Net Assets (Cr) ₹32,276 on 30 Apr 26 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 0.31 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 31 May 21 ₹10,000 31 May 22 ₹10,839 31 May 23 ₹12,305 31 May 24 ₹17,192 31 May 25 ₹18,961 31 May 26 ₹20,022 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 26 Duration Returns 1 Month -2% 3 Month 6% 6 Month 2.6% 1 Year 1.5% 3 Year 17% 5 Year 14.3% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 1% 2023 30% 2022 29.6% 2021 -5.1% 2020 39.9% 2019 26% 2018 11.3% 2017 3.5% 2016 42% 2015 -3.1% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 9.53 Yr. Nitin Arora 3 Aug 23 2.83 Yr. Krishnaa N 1 Mar 24 2.25 Yr. Data below for Axis Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 19.37% Industrials 19.29% Consumer Cyclical 18.78% Health Care 10.48% Basic Materials 7.7% Technology 6.2% Real Estate 2.46% Communication Services 2.41% Utility 1.66% Energy 0.92% Consumer Defensive 0.27% Asset Allocation
Asset Class Value Cash 4.49% Equity 95.39% Debt 0.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty May 2026 Future
- | -6% ₹1,821 Cr 755,560
↑ 755,560 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK4% ₹1,249 Cr 43,536,421
↑ 1,097,299 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328434% ₹1,149 Cr 12,447,404 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 24 | MCX3% ₹1,107 Cr 3,725,264
↑ 156,199 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹837 Cr 1,874,617
↓ -108,190 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER2% ₹727 Cr 1,763,472
↑ 76,500 BSE Ltd (Financial Services)
Equity, Since 31 Jan 25 | BSE2% ₹690 Cr 1,896,289 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008502% ₹654 Cr 10,282,877 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 22 | 5031002% ₹632 Cr 3,580,468 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | 5004802% ₹620 Cr 1,176,328
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