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Midcap Mutual Funds

Updated on June 5, 2025 , 12249 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

How to Invest in Mid Cap Funds Online?

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  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Best Mid Cap Mutual Funds in India 2025

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 (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.035
↑ 0.60
₹27,78011.8-1016.332.836.957.1
Edelweiss Mid Cap Fund Growth ₹100.691
↑ 0.98
₹9,24217.7-1.918.429.333.838.9
ICICI Prudential MidCap Fund Growth ₹299.22
↑ 3.62
₹5,93219.51.710.426.13127
Kotak Emerging Equity Scheme Growth ₹132.488
↑ 0.76
₹49,64616.8-2.912.424.930.833.6
SBI Magnum Mid Cap Fund Growth ₹236.179
↑ 1.88
₹21,51211.4-0.87.421.430.620.3
Invesco India Mid Cap Fund Growth ₹176.33
↑ 3.06
₹6,04720.81.223.530.230.643.1
Sundaram Mid Cap Fund Growth ₹1,373.83
↑ 11.78
₹11,69016.4-1.814.228.329.732
PGIM India Midcap Opportunities Fund Growth ₹64.32
↑ 0.69
₹10,60214.5-1.310.117.529.521
Aditya Birla Sun Life Midcap Fund Growth ₹786.42
↑ 10.76
₹5,64615.3-0.811.122.128.722
Franklin India Prima Fund Growth ₹2,754.29
↑ 27.60
₹11,76214.7-1.912.927.627.931.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

1. 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 22.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Jun 25) ₹101.035 ↑ 0.60   (0.60 %)
Net Assets (Cr) ₹27,780 on 30 Apr 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.38
Information Ratio 0.46
Alpha Ratio 8.89
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 20₹10,000
31 May 21₹17,139
31 May 22₹21,910
31 May 23₹27,996
31 May 24₹41,746
31 May 25₹49,975

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 ₹738,840.
Net Profit of ₹438,840
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 6 Jun 25

DurationReturns
1 Month 6.5%
3 Month 11.8%
6 Month -10%
1 Year 16.3%
3 Year 32.8%
5 Year 36.9%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

2. 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 14.2% since its launch.  Ranked 22 in Mid Cap category.  Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (06 Jun 25) ₹100.691 ↑ 0.98   (0.98 %)
Net Assets (Cr) ₹9,242 on 30 Apr 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 0.43
Information Ratio 0.32
Alpha Ratio 8.26
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 20₹10,000
31 May 21₹18,751
31 May 22₹20,913
31 May 23₹24,694
31 May 24₹37,062
31 May 25₹43,208

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 ₹689,048.
Net Profit of ₹389,048
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 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 17.7%
6 Month -1.9%
1 Year 18.4%
3 Year 29.3%
5 Year 33.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 9.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Dhruv Bhatia14 Oct 240.63 Yr.
Trideep Bhattacharya1 Oct 213.67 Yr.
Raj Koradia1 Aug 240.83 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services22.07%
Consumer Cyclical17.22%
Industrials12.28%
Health Care10.9%
Technology10.04%
Basic Materials9.68%
Consumer Defensive5.61%
Real Estate3.38%
Communication Services2.22%
Energy1.78%
Utility1.38%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹325 Cr197,393
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
3%₹295 Cr3,744,155
↓ -292,320
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹294 Cr2,674,120
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹284 Cr3,992,722
↑ 36,768
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹257 Cr195,410
↑ 2,289
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹257 Cr482,434
↓ -17,602
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹232 Cr317,773
↑ 31,458
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹225 Cr49,386
↑ 8,615
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
2%₹212 Cr1,011,128
↑ 123,959
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹212 Cr1,301,403

3. 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 17.9% since its launch.  Ranked 35 in Mid Cap category.  Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (06 Jun 25) ₹299.22 ↑ 3.62   (1.22 %)
Net Assets (Cr) ₹5,932 on 30 Apr 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.03
Information Ratio -0.61
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 20₹10,000
31 May 21₹19,491
31 May 22₹21,182
31 May 23₹23,727
31 May 24₹37,221
31 May 25₹40,210

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 ₹657,502.
Net Profit of ₹357,502
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 6 Jun 25

DurationReturns
1 Month 13.9%
3 Month 19.5%
6 Month 1.7%
1 Year 10.4%
3 Year 26.1%
5 Year 31%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 5.1%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 222.92 Yr.
Sharmila D’mello31 Jul 222.84 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Basic Materials30.37%
Industrials20.19%
Financial Services16.79%
Communication Services11.55%
Consumer Cyclical9%
Real Estate7.84%
Health Care2.46%
Technology0.56%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹264 Cr372,785
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹249 Cr2,779,227
↑ 100,000
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
4%₹210 Cr3,136,084
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
4%₹209 Cr1,235,794
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
3%₹199 Cr312,410
↑ 10,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹195 Cr1,418,018
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹188 Cr1,158,585
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹181 Cr3,106,731
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
3%₹181 Cr1,117,934
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
3%₹179 Cr824,501

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 15.3% since its launch.  Ranked 12 in Mid Cap category.  Return for 2024 was 33.6% , 2023 was 31.5% and 2022 was 5.1% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (06 Jun 25) ₹132.488 ↑ 0.76   (0.58 %)
Net Assets (Cr) ₹49,646 on 30 Apr 25
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.52
Sharpe Ratio 0.23
Information Ratio -0.61
Alpha Ratio 4.14
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 20₹10,000
31 May 21₹18,832
31 May 22₹21,040
31 May 23₹24,555
31 May 24₹35,477
31 May 25₹39,624

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 ₹642,208.
Net Profit of ₹342,208
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 6 Jun 25

DurationReturns
1 Month 10.2%
3 Month 16.8%
6 Month -2.9%
1 Year 12.4%
3 Year 24.9%
5 Year 30.8%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.6%
2023 31.5%
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 241.36 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical16.02%
Basic Materials15.47%
Industrials15.08%
Technology14.91%
Financial Services11.99%
Health Care11.92%
Energy3.11%
Real Estate2.65%
Communication Services2.23%
Consumer Defensive1.46%
Utility0.66%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹1,717 Cr7,755,250
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532843
3%₹1,695 Cr24,724,343
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
3%₹1,590 Cr11,343,971
↑ 353,499
Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 526299
3%₹1,526 Cr6,180,463
↑ 236,383
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,455 Cr1,104,617
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS
3%₹1,334 Cr1,529,941
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,315 Cr8,010,973
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
2%₹1,241 Cr2,426,390
↓ -111,425
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 23 | DIXON
2%₹1,240 Cr753,620
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹1,155 Cr2,169,997

5. 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 17% since its launch.  Ranked 28 in Mid Cap category.  Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (06 Jun 25) ₹236.179 ↑ 1.88   (0.80 %)
Net Assets (Cr) ₹21,512 on 30 Apr 25
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.03
Information Ratio -0.88
Alpha Ratio -0.04
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 20₹10,000
31 May 21₹19,406
31 May 22₹22,908
31 May 23₹27,164
31 May 24₹36,622
31 May 25₹39,762

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 ₹642,208.
Net Profit of ₹342,208
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 6 Jun 25

DurationReturns
1 Month 6.2%
3 Month 11.4%
6 Month -0.8%
1 Year 7.4%
3 Year 21.4%
5 Year 30.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.3%
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 241.17 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.25%
Financial Services19.55%
Health Care13.27%
Basic Materials11.07%
Industrials10.78%
Technology4.79%
Consumer Defensive4.4%
Real Estate3.98%
Utility3.36%
Communication Services1.9%
Energy1.32%
Asset Allocation
Asset ClassValue
Cash5.31%
Equity94.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹783 Cr1,490,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹723 Cr4,700,000
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
3%₹712 Cr1,600,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹691 Cr800,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 500387
3%₹668 Cr225,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI
3%₹605 Cr1,050,000
↑ 400,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹604 Cr5,500,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹556 Cr1,600,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
2%₹537 Cr7,501,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK
2%₹531 Cr27,000,000

6. 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 17.1% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (06 Jun 25) ₹176.33 ↑ 3.06   (1.77 %)
Net Assets (Cr) ₹6,047 on 30 Apr 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.48
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 20₹10,000
31 May 21₹16,865
31 May 22₹18,479
31 May 23₹21,793
31 May 24₹31,587
31 May 25₹38,644

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 ₹642,208.
Net Profit of ₹342,208
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 6 Jun 25

DurationReturns
1 Month 12.7%
3 Month 20.8%
6 Month 1.2%
1 Year 23.5%
3 Year 30.2%
5 Year 30.6%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra1 Sep 231.75 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services26.33%
Health Care18.64%
Consumer Cyclical16.77%
Industrials11.18%
Technology9.21%
Basic Materials7.94%
Real Estate7.87%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
5%₹322 Cr506,411
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹277 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹260 Cr1,893,617
↑ 236,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹256 Cr155,335
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹247 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹246 Cr12,506,782
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹228 Cr441,151
↑ 20,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹220 Cr431,234
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹220 Cr1,684,103
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC
3%₹192 Cr439,084
↑ 101,760

7. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (06 Jun 25) ₹1,373.83 ↑ 11.78   (0.87 %)
Net Assets (Cr) ₹11,690 on 30 Apr 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.25
Information Ratio 0.1
Alpha Ratio 4.46
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.

DateValue
31 May 20₹10,000
31 May 21₹17,030
31 May 22₹18,572
31 May 23₹21,946
31 May 24₹33,545
31 May 25₹37,990

Sundaram 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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Sundaram 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 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 16.4%
6 Month -1.8%
1 Year 14.2%
3 Year 28.3%
5 Year 29.7%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 214.27 Yr.
Ratish Varier24 Feb 214.27 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.11%
Financial Services16.95%
Industrials13.46%
Health Care10.85%
Basic Materials10.56%
Technology6.46%
Consumer Defensive4.33%
Real Estate3.73%
Communication Services2.57%
Utility2.11%
Energy1.94%
Asset Allocation
Asset ClassValue
Cash8.92%
Equity91.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹387 Cr1,747,182
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹379 Cr19,247,362
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,270,127
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹311 Cr6,016,821
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹283 Cr1,350,321
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹266 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹258 Cr484,892
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 531642
2%₹256 Cr3,599,583
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹238 Cr9,072,077
↑ 459,958
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹231 Cr4,081,771
↓ -202,003

8. 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 17.6% since its launch.  Ranked 40 in Mid Cap category.  Return for 2024 was 21% , 2023 was 20.8% and 2022 was -1.7% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (06 Jun 25) ₹64.32 ↑ 0.69   (1.08 %)
Net Assets (Cr) ₹10,602 on 30 Apr 25
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 0.09
Information Ratio -1.42
Alpha Ratio 1.12
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 20₹10,000
31 May 21₹20,907
31 May 22₹24,026
31 May 23₹27,061
31 May 24₹33,846
31 May 25₹37,578

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 ₹627,226.
Net Profit of ₹327,226
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 6 Jun 25

DurationReturns
1 Month 7.9%
3 Month 14.5%
6 Month -1.3%
1 Year 10.1%
3 Year 17.5%
5 Year 29.5%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21%
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 232.17 Yr.
Puneet Pal16 Jul 222.88 Yr.
Utsav Mehta1 Nov 231.58 Yr.
Vivek Sharma15 Apr 241.13 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials18.43%
Financial Services18.06%
Consumer Cyclical17.85%
Health Care14.1%
Basic Materials10.7%
Technology8.15%
Consumer Defensive3.26%
Communication Services2.86%
Real Estate1.72%
Utility1.23%
Asset Allocation
Asset ClassValue
Cash3.46%
Equity96.35%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
4%₹407 Cr308,971
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
4%₹387 Cr3,526,055
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
4%₹381 Cr231,469
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
3%₹280 Cr548,106
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹277 Cr519,968
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
2%₹251 Cr1,922,769
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 500850
2%₹233 Cr2,956,582
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
2%₹233 Cr532,100
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 24 | MANKIND
2%₹228 Cr923,014
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹223 Cr74,300

9. Aditya Birla Sun Life Midcap Fund

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.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Ranked 16 in Mid Cap category.  Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (06 Jun 25) ₹786.42 ↑ 10.76   (1.39 %)
Net Assets (Cr) ₹5,646 on 30 Apr 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.05
Information Ratio -1.11
Alpha Ratio 0.28
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.

DateValue
31 May 20₹10,000
31 May 21₹18,086
31 May 22₹20,944
31 May 23₹23,165
31 May 24₹33,214
31 May 25₹36,628

Aditya Birla Sun Life 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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Aditya Birla Sun Life 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 6 Jun 25

DurationReturns
1 Month 8.9%
3 Month 15.3%
6 Month -0.8%
1 Year 11.1%
3 Year 22.1%
5 Year 28.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services22.13%
Basic Materials17.4%
Consumer Cyclical15.84%
Health Care12.06%
Industrials11.18%
Technology7.48%
Real Estate3.81%
Consumer Defensive3.26%
Utility3%
Communication Services1.26%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹193 Cr2,821,912
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹190 Cr2,807,000
↑ 400,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹180 Cr964,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹169 Cr1,100,000
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹160 Cr1,225,565
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹150 Cr384,431
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹150 Cr1,500,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL
2%₹141 Cr652,792
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
2%₹138 Cr1,000,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹137 Cr2,244,070

10. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 29 in Mid Cap category.  Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (06 Jun 25) ₹2,754.29 ↑ 27.60   (1.01 %)
Net Assets (Cr) ₹11,762 on 30 Apr 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.34
Information Ratio -0.06
Alpha Ratio 5.86
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 20₹10,000
31 May 21₹17,703
31 May 22₹17,914
31 May 23₹21,489
31 May 24₹31,538
31 May 25₹35,771

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.8%
3 Month 14.7%
6 Month -1.9%
1 Year 12.9%
3 Year 27.6%
5 Year 27.9%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri7 Feb 223.31 Yr.

Data below for Franklin India Prima Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services20.28%
Consumer Cyclical17.18%
Basic Materials14.84%
Industrials10.75%
Health Care10.64%
Technology6.34%
Real Estate5.74%
Consumer Defensive4.38%
Communication Services3.07%
Utility1.15%
Energy1.05%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹432 Cr21,939,752
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹268 Cr1,211,228
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹243 Cr1,499,891
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹241 Cr1,428,689
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
2%₹236 Cr2,153,205
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
2%₹235 Cr1,223,175
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹230 Cr1,641,580
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹226 Cr442,739
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹224 Cr1,631,918
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹222 Cr901,105

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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