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Midcap Mutual Funds

Updated on June 23, 2022 , 6973 views

What are Mid-Cap Funds?

Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.

Midcap Mutual Funds

Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.

Mid Cap Funds (Investing in Mid Cap Stocks)

There are various definitions of mid-caps funds in the Market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.

When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.

In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.

Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.

Benefits of Investing in Mid Cap Mutual Funds

Some of the benefits of investing in mid-cap funds are:

  • Companies that invest in mid-cap have more potential for growth than large-cap
  • Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
  • Mid-cap stocks are lower in volatility than small cap stock
  • They often tend to outperform large cap and Small cap funds.

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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds

In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:

Investments

Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.

Market Capitalization

Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.

Companies

Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.

Risks

Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.

Who Should Invest in Mid Cap Equity Funds?

Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.

Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.

Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.

Tax on Mid Cap Funds

The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.

Fund Type Short-Term Capital Gains Long-Term Capital Gains
Equity funds 15% + cess + surcharge Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge

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Best Mid Cap Mutual Funds in India 2022

Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Axis Mid Cap Fund Growth ₹59.52
↑ 0.58
₹17,165-10.3-12.6-1.118.115.339.9
PGIM India Midcap Opportunities Fund Growth ₹38.16
↑ 0.44
₹5,119-8.7-115.629.115.263.8
Edelweiss Mid Cap Fund Growth ₹44.633
↑ 0.63
₹1,918-8.7-10.8119.512.550.3
Kotak Emerging Equity Scheme Growth ₹64.87
↑ 0.60
₹18,655-7.7-8.51.619.312.347.3
Invesco India Mid Cap Fund Growth ₹76.13
↑ 0.81
₹2,230-10.1-12.90.317.212.243.1
TATA Mid Cap Growth Fund Growth ₹214.719
↑ 2.16
₹1,510-10-10.60.815.811.340
Motilal Oswal Midcap 30 Fund  Growth ₹41.5903
↑ 0.62
₹2,624-5.4-6.719.318.910.955.8
UTI Mid Cap Fund Growth ₹163.463
↑ 2.11
₹6,373-8.5-11.41.119.110.943.1
SBI Magnum Mid Cap Fund Growth ₹126.917
↑ 1.92
₹6,891-5.3-7.87.121.110.652.2
ICICI Prudential MidCap Fund Growth ₹145.04
↑ 1.54
₹3,173-6.7-90.815.610.244.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

1. Axis Mid Cap Fund

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

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 41 in Mid Cap category.  Return for 2021 was 39.9% , 2020 was 26% and 2019 was 11.3% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (24 Jun 22) ₹59.52 ↑ 0.58   (0.98 %)
Net Assets (Cr) ₹17,165 on 31 May 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.41
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹12,442
31 May 19₹12,981
31 May 20₹12,484
31 May 21₹20,451
31 May 22₹22,167

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.3%
3 Month -10.3%
6 Month -12.6%
1 Year -1.1%
3 Year 18.1%
5 Year 15.3%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 165.52 Yr.
Hitesh Das18 Dec 201.45 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.94%
Financial Services15.44%
Industrials13.24%
Technology12.47%
Basic Materials10.76%
Health Care5.93%
Consumer Defensive2.67%
Utility2.37%
Communication Services1.45%
Real Estate0.08%
Asset Allocation
Asset ClassValue
Cash14.37%
Equity85.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹875 Cr11,844,194
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹670 Cr9,018,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹554 Cr2,570,603
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹552 Cr4,494,345
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹524 Cr785,000
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
3%₹499 Cr1,188,706
↓ -18,515
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹483 Cr3,827,127
↑ 237,896
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
3%₹473 Cr1,198,595
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA
3%₹451 Cr2,316,371
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹449 Cr1,576,532

2. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 40 in Mid Cap category.  Return for 2021 was 63.8% , 2020 was 48.4% and 2019 was 3.6% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (24 Jun 22) ₹38.16 ↑ 0.44   (1.17 %)
Net Assets (Cr) ₹5,119 on 31 May 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 0.76
Information Ratio 1.35
Alpha Ratio 4.66
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,678
31 May 19₹9,861
31 May 20₹8,889
31 May 21₹18,584
31 May 22₹21,357

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.8%
3 Month -8.7%
6 Month -11%
1 Year 5.6%
3 Year 29.1%
5 Year 15.2%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211 Yr.
Vivek Sharma1 Jun 211 Yr.
Kunal Jain1 Dec 210.5 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.3%
Basic Materials19.5%
Financial Services15.89%
Consumer Cyclical10.97%
Technology10.34%
Health Care7.63%
Consumer Defensive5.39%
Utility2.21%
Real Estate1.91%
Communication Services1.68%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
4%₹210 Cr486,573
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹187 Cr1,350,000
↑ 225,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | TVSMOTOR
4%₹180 Cr2,750,000
↑ 250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹178 Cr18,516,000
↑ 1,500,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹175 Cr1,150,154
↑ 50,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
3%₹167 Cr1,622,298
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
3%₹163 Cr777,973
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | ASHOKLEY
3%₹159 Cr12,500,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
3%₹153 Cr1,414,293
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
3%₹144 Cr724,231
↑ 25,000

3. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 22 in Mid Cap category.  Return for 2021 was 50.3% , 2020 was 26.4% and 2019 was 5.2% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (24 Jun 22) ₹44.633 ↑ 0.63   (1.43 %)
Net Assets (Cr) ₹1,918 on 31 May 22
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio 0.62
Information Ratio 0.26
Alpha Ratio 1.82
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,696
31 May 19₹11,056
31 May 20₹9,280
31 May 21₹17,400
31 May 22₹19,407

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.5%
3 Month -8.7%
6 Month -10.8%
1 Year 1%
3 Year 19.5%
5 Year 12.5%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
2012 44.7%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 210.67 Yr.
Sahil Shah24 Dec 210.44 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.18%
Basic Materials17.26%
Consumer Cyclical16.71%
Industrials16.38%
Health Care9.35%
Technology8.24%
Utility4.67%
Consumer Defensive2.45%
Real Estate1.88%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
4%₹74 Cr998,625
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB
4%₹69 Cr328,244
↑ 44,551
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | CROMPTON
3%₹68 Cr1,772,558
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT
3%₹68 Cr555,254
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹67 Cr171,611
↑ 29,606
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹67 Cr6,988,568
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jul 20 | TATAPOWER
3%₹66 Cr2,712,240
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹62 Cr1,502,551
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹59 Cr137,205
↓ -30,416
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
3%₹55 Cr537,980

4. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 12 in Mid Cap category.  Return for 2021 was 47.3% , 2020 was 21.9% and 2019 was 8.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (24 Jun 22) ₹64.87 ↑ 0.60   (0.94 %)
Net Assets (Cr) ₹18,655 on 31 May 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.71
Information Ratio 0.28
Alpha Ratio 2.54
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,064
31 May 19₹10,879
31 May 20₹9,056
31 May 21₹17,054
31 May 22₹19,054

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -3.1%
3 Month -7.7%
6 Month -8.5%
1 Year 1.6%
3 Year 19.3%
5 Year 12.3%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1011.95 Yr.
Arjun Khanna30 Apr 220.08 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials22.11%
Industrials21.98%
Consumer Cyclical21.3%
Financial Services11.67%
Health Care6.9%
Technology4.04%
Consumer Defensive2.99%
Real Estate2.85%
Utility0.93%
Energy0.78%
Communication Services0.12%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹865 Cr3,746,707
↓ -224,855
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹780 Cr1,805,257
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
4%₹776 Cr3,986,320
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹661 Cr3,116,715
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | COROMANDEL
3%₹592 Cr6,618,521
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
3%₹569 Cr5,526,653
↑ 460,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
3%₹569 Cr1,617,502
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹550 Cr5,731,628
↑ 150,000
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹538 Cr1,600,185
↑ 111,088
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹537 Cr1,946,755
↑ 15,000

5. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 38 in Mid Cap category.  Return for 2021 was 43.1% , 2020 was 24.4% and 2019 was 3.8% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (24 Jun 22) ₹76.13 ↑ 0.81   (1.08 %)
Net Assets (Cr) ₹2,230 on 31 May 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,201
31 May 19₹11,433
31 May 20₹10,234
31 May 21₹17,259
31 May 22₹18,911

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.8%
3 Month -10.1%
6 Month -12.9%
1 Year 0.3%
3 Year 17.2%
5 Year 12.2%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
2013 6.2%
2012 41.7%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Pranav Gokhale29 Mar 184.18 Yr.
Neelesh Dhamnaskar18 Jul 183.87 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical23.3%
Industrials18.5%
Financial Services15.82%
Basic Materials12.61%
Technology9.46%
Health Care8.83%
Utility3.37%
Communication Services3.01%
Consumer Defensive2.12%
Energy1.11%
Real Estate0.34%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
4%₹86 Cr199,094
↓ -12,454
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
3%₹75 Cr1,010,838
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹74 Cr921,452
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
3%₹73 Cr577,256
↓ -50,598
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
3%₹70 Cr567,888
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | MINDAIND
3%₹58 Cr634,171
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹56 Cr754,146
↓ -146,084
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹54 Cr242,582
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
2%₹54 Cr3,276,602
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
2%₹54 Cr249,765

6. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 31 in Mid Cap category.  Return for 2021 was 40% , 2020 was 24.3% and 2019 was 6.5% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (24 Jun 22) ₹214.719 ↑ 2.16   (1.02 %)
Net Assets (Cr) ₹1,510 on 31 May 22
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.31
Sharpe Ratio 0.55
Information Ratio -0.26
Alpha Ratio 1.15
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,862
31 May 19₹11,218
31 May 20₹9,576
31 May 21₹16,619
31 May 22₹18,278

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -2.3%
3 Month -10%
6 Month -10.6%
1 Year 0.8%
3 Year 15.8%
5 Year 11.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
2012 37.7%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Abhinav Sharma30 Jun 210.92 Yr.
Satish Mishra30 Jun 210.92 Yr.

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

Equity Sector Allocation
SectorValue
Industrials21.88%
Basic Materials17.29%
Financial Services16.77%
Consumer Cyclical15.28%
Health Care8.31%
Technology7.43%
Utility4.97%
Real Estate3.31%
Communication Services0.9%
Consumer Defensive0.88%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Voltas Ltd (Industrials)
Equity, Since 31 May 18 | VOLTAS
3%₹45 Cr359,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
3%₹42 Cr97,660
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹41 Cr145,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | NAVINFLUOR
3%₹39 Cr100,000
↓ -14,830
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹39 Cr120,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 21 | JINDALSTEL
2%₹38 Cr700,000
ACC Ltd (Basic Materials)
Equity, Since 31 Mar 21 | ACC
2%₹37 Cr160,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | BHARATFORG
2%₹36 Cr520,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | PAGEIND
2%₹36 Cr8,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
2%₹36 Cr350,000

7. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2021 was 55.8% , 2020 was 9.3% and 2019 was 9.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (24 Jun 22) ₹41.5903 ↑ 0.62   (1.51 %)
Net Assets (Cr) ₹2,624 on 31 May 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 1.58
Information Ratio 0.13
Alpha Ratio 15.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,415
31 May 19₹10,132
31 May 20₹8,048
31 May 21₹13,794
31 May 22₹17,633

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.4%
3 Month -5.4%
6 Month -6.7%
1 Year 19.3%
3 Year 18.9%
5 Year 10.9%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
2012
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Abhiroop Mukherjee24 Feb 148.27 Yr.
Niket Shah1 Jul 201.92 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical28.37%
Financial Services18.99%
Industrials11.95%
Real Estate9.04%
Utility7.89%
Basic Materials6.79%
Technology4.3%
Health Care2.16%
Asset Allocation
Asset ClassValue
Cash10.49%
Equity89.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
12%₹331 Cr1,775,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD
8%₹217 Cr2,000,000
↑ 54,200
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD
8%₹217 Cr4,500,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | CGPOWER
6%₹161 Cr8,112,180
↓ -1,512,414
Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 20 | MFSL
5%₹144 Cr1,900,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | AUBANK
5%₹139 Cr1,000,000
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | VIPIND
5%₹133 Cr2,000,000
↑ 25,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
5%₹129 Cr1,750,000
Barbeque-Nation Hospitality Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BARBEQUE
4%₹122 Cr1,003,002
↑ 203,002
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹120 Cr950,000

8. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 36 in Mid Cap category.  Return for 2021 was 43.1% , 2020 was 32.7% and 2019 was -0.2% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (24 Jun 22) ₹163.463 ↑ 2.11   (1.31 %)
Net Assets (Cr) ₹6,373 on 31 May 22
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.49
Information Ratio 0.03
Alpha Ratio 0.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,088
31 May 19₹10,183
31 May 20₹8,669
31 May 21₹15,800
31 May 22₹17,356

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -1.2%
3 Month -8.5%
6 Month -11.4%
1 Year 1.1%
3 Year 19.1%
5 Year 10.9%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
2012 41.6%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 192.76 Yr.

Data below for UTI Mid Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Consumer Cyclical24.72%
Industrials19.07%
Financial Services16.51%
Basic Materials11.97%
Health Care10.7%
Technology7.32%
Real Estate2.78%
Consumer Defensive1.52%
Utility1.23%
Energy0.99%
Communication Services0.27%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
4%₹264 Cr3,567,175
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | TIINDIA
3%₹235 Cr1,260,509
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
3%₹195 Cr684,325
Mphasis Ltd (Technology)
Equity, Since 31 Mar 15 | MPHASIS
3%₹184 Cr648,585
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹158 Cr16,464,700
Shriram Transport Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | SRTRANSFIN
2%₹153 Cr1,272,502
↑ 58,478
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER
2%₹150 Cr651,800
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹149 Cr1,182,826
↑ 27,215
L&T Technology Services Ltd (Technology)
Equity, Since 31 Jul 20 | LTTS
2%₹145 Cr355,300
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹141 Cr656,696

9. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 28 in Mid Cap category.  Return for 2021 was 52.2% , 2020 was 30.4% and 2019 was 0.1% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (24 Jun 22) ₹126.917 ↑ 1.92   (1.54 %)
Net Assets (Cr) ₹6,891 on 31 May 22
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 1.18
Information Ratio 0.51
Alpha Ratio 8.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,113
31 May 19₹9,732
31 May 20₹7,753
31 May 21₹15,045
31 May 22₹17,759

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -3.2%
3 Month -5.3%
6 Month -7.8%
1 Year 7.1%
3 Year 21.1%
5 Year 10.6%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
2012 48%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1011.93 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical36.76%
Financial Services15.03%
Basic Materials13.91%
Industrials10.17%
Health Care7.31%
Real Estate4.57%
Utility3.81%
Consumer Defensive3.49%
Technology0.57%
Communication Services0.42%
Energy0.18%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
6%₹457 Cr1,300,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | PAGEIND
6%₹410 Cr90,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | TIINDIA
5%₹345 Cr1,846,672
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
4%₹277 Cr1,201,830
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹267 Cr1,261,202
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹264 Cr717,197
↑ 117,197
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
4%₹251 Cr3,400,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹238 Cr3,100,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹229 Cr5,530,790
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | INDHOTEL
3%₹210 Cr8,182,397

10. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 35 in Mid Cap category.  Return for 2021 was 44.8% , 2020 was 19.1% and 2019 was -0.6% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (24 Jun 22) ₹145.04 ↑ 1.54   (1.07 %)
Net Assets (Cr) ₹3,173 on 31 May 22
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.4
Information Ratio -0.74
Alpha Ratio -1.34
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.

DateValue
31 May 17₹10,000
31 May 18₹11,312
31 May 19₹11,051
31 May 20₹8,085
31 May 21₹15,758
31 May 22₹17,125

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -0.5%
3 Month -6.7%
6 Month -9%
1 Year 0.8%
3 Year 15.6%
5 Year 10.2%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
2014 87%
2013 7.5%
2012 40.5%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 174.96 Yr.
Prakash Goel2 May 202.08 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Consumer Cyclical21.7%
Financial Services20.44%
Industrials12.92%
Health Care10.33%
Technology8.23%
Communication Services6.16%
Basic Materials5.64%
Consumer Defensive3.66%
Real Estate3.58%
Utility0.98%
Asset Allocation
Asset ClassValue
Cash6.36%
Equity93.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 17 | MFSL
4%₹133 Cr1,759,422
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | FEDERALBNK
4%₹125 Cr13,000,801
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | INDHOTEL
4%₹123 Cr4,789,304
↓ -400,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
4%₹121 Cr280,101
↓ -7,054
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | TVSMOTOR
3%₹111 Cr1,695,726
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | MINDAIND
3%₹94 Cr1,028,367
Tata Communications Ltd (Communication Services)
Equity, Since 31 Mar 21 | TATACOMM
2%₹82 Cr746,128
↑ 50,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | ALKEM
2%₹80 Cr245,989
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 17 | FORTIS
2%₹79 Cr2,958,700
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | PHOENIXLTD
2%₹76 Cr703,120

Conclusion

Mid-cap funds can be worth adding to your investment portfolio. But, consider the returns that they can deliver. However, one thing you need to re-think on is— “Not every mid-cap can be tomorrow’s large cap."

So, choose your investment wisely!

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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