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Midcap Mutual Funds

Updated on September 28, 2022 , 7959 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 (%)
PGIM India Midcap Opportunities Fund Growth ₹44.56
↑ 0.60
₹6,61415.95.35.537.519.163.8
Axis Mid Cap Fund Growth ₹68.3
↑ 0.87
₹19,50414.51.4-0.721.817.439.9
Motilal Oswal Midcap 30 Fund  Growth ₹51.7134
↑ 1.06
₹3,15822.415.22326.115.555.8
Kotak Emerging Equity Scheme Growth ₹75.6
↑ 0.87
₹21,93515.25.96.925.715.347.3
Edelweiss Mid Cap Fund Growth ₹52.306
↑ 0.57
₹2,25616.65.65.126.315.350.3
Invesco India Mid Cap Fund Growth ₹87.19
↑ 1.18
₹2,52514.21.91.422.714.543.1
SBI Magnum Mid Cap Fund Growth ₹148.591
↑ 2.52
₹8,04314.991229.114.252.2
UTI Mid Cap Fund Growth ₹190.827
↑ 2.46
₹7,23315.65.42.725.713.543.1
HDFC Mid-Cap Opportunities Fund Growth ₹97.918
↑ 1.31
₹34,22717.27.97.623.81339.9
TATA Mid Cap Growth Fund Growth ₹244.31
↑ 3.40
₹1,72112.71.51.821.21340
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 22

1. 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 18.4% 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 (30 Sep 22) ₹44.56 ↑ 0.60   (1.36 %)
Net Assets (Cr) ₹6,614 on 31 Aug 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 0.43
Information Ratio 1.64
Alpha Ratio -0.31
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
30 Sep 17₹10,000
30 Sep 18₹9,387
30 Sep 19₹9,220
30 Sep 20₹12,091
30 Sep 21₹22,710

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 ₹493,520.
Net Profit of ₹193,520
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 30 Sep 22

DurationReturns
1 Month -1.1%
3 Month 15.9%
6 Month 5.3%
1 Year 5.5%
3 Year 37.5%
5 Year 19.1%
10 Year
15 Year
Since launch 18.4%
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 211.25 Yr.
Puneet Pal16 Jul 220.13 Yr.
Vivek Sharma1 Jun 211.25 Yr.

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

Equity Sector Allocation
SectorValue
Industrials25.79%
Consumer Cyclical21.94%
Financial Services14.29%
Basic Materials11.15%
Consumer Defensive6.17%
Health Care5.24%
Technology5.03%
Real Estate3.15%
Utility1.29%
Asset Allocation
Asset ClassValue
Cash5.96%
Equity94.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | 500002
4%₹288 Cr882,705
↓ -95,268
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532343
4%₹271 Cr2,750,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹255 Cr845,081
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500850
4%₹247 Cr8,647,166
↑ 700,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
4%₹238 Cr2,304,439
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
3%₹219 Cr1,475,000
Laurus Labs Ltd (Healthcare)
Equity, Since 30 Nov 21 | 540222
3%₹215 Cr3,713,813
↑ 450,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | CROMPTON
3%₹214 Cr5,250,000
↑ 2,250,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | 542216
3%₹202 Cr1,312,300
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹194 Cr3,148,000
↑ 2,348,000

2. 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 18% 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 (30 Sep 22) ₹68.3 ↑ 0.87   (1.29 %)
Net Assets (Cr) ₹19,504 on 31 Aug 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.02
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
30 Sep 17₹10,000
30 Sep 18₹11,206
30 Sep 19₹12,328
30 Sep 20₹13,841
30 Sep 21₹22,423

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 ₹470,047.
Net Profit of ₹170,047
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 30 Sep 22

DurationReturns
1 Month -1.1%
3 Month 14.5%
6 Month 1.4%
1 Year -0.7%
3 Year 21.8%
5 Year 17.4%
10 Year
15 Year
Since launch 18%
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 165.78 Yr.
Hitesh Das18 Dec 201.7 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical24.85%
Industrials15.55%
Financial Services15.42%
Basic Materials11.92%
Technology8.53%
Health Care4.92%
Consumer Defensive2.74%
Utility2%
Real Estate1.16%
Communication Services1.05%
Asset Allocation
Asset ClassValue
Cash11.28%
Equity88.14%
Debt0.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹863 Cr10,923,735
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹800 Cr9,018,750
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹665 Cr4,724,900
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹574 Cr785,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹573 Cr1,668,542
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹543 Cr2,596,080
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹535 Cr1,180,653
↓ -17,942
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
3%₹509 Cr2,621,227
ABB India Ltd (Industrials)
Equity, Since 31 Oct 21 | 500002
3%₹505 Cr1,548,703
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 500850
2%₹460 Cr16,097,466
↑ 669,658

3. 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 21.1% 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 (30 Sep 22) ₹51.7134 ↑ 1.06   (2.10 %)
Net Assets (Cr) ₹3,158 on 31 Aug 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 1.17
Information Ratio -0.15
Alpha Ratio 12.47
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
30 Sep 17₹10,000
30 Sep 18₹9,555
30 Sep 19₹10,242
30 Sep 20₹9,963
30 Sep 21₹16,708

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 ₹447,579.
Net Profit of ₹147,579
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 30 Sep 22

DurationReturns
1 Month 4.6%
3 Month 22.4%
6 Month 15.2%
1 Year 23%
3 Year 26.1%
5 Year 15.5%
10 Year
15 Year
Since launch 21.1%
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 148.52 Yr.
Niket Shah1 Jul 202.17 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical27.25%
Financial Services18.33%
Industrials13.87%
Real Estate10.47%
Utility8.22%
Basic Materials7.45%
Health Care3.86%
Asset Allocation
Asset ClassValue
Cash10.57%
Equity89.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | 540762
12%₹388 Cr1,715,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 503100
10%₹302 Cr2,150,000
↑ 150,000
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | 539336
8%₹259 Cr5,500,000
↑ 225,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
8%₹252 Cr5,100,000
↓ -140,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
7%₹236 Cr10,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹157 Cr215,000
↑ 50,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
5%₹150 Cr1,500,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
5%₹148 Cr2,335,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹138 Cr1,750,000
Barbeque-Nation Hospitality Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543283
4%₹113 Cr995,212
↓ -4,788

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 13.9% 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 (30 Sep 22) ₹75.6 ↑ 0.87   (1.17 %)
Net Assets (Cr) ₹21,935 on 31 Aug 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.49
Information Ratio -0.01
Alpha Ratio 0.57
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
30 Sep 17₹10,000
30 Sep 18₹9,597
30 Sep 19₹10,272
30 Sep 20₹11,046
30 Sep 21₹19,064

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 ₹447,579.
Net Profit of ₹147,579
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 30 Sep 22

DurationReturns
1 Month -1.2%
3 Month 15.2%
6 Month 5.9%
1 Year 6.9%
3 Year 25.7%
5 Year 15.3%
10 Year
15 Year
Since launch 13.9%
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 1012.2 Yr.
Arjun Khanna30 Apr 220.34 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.41%
Basic Materials21.72%
Consumer Cyclical21.41%
Financial Services11.87%
Health Care6.71%
Technology2.9%
Real Estate2.89%
Consumer Defensive2.53%
Utility0.77%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash6.09%
Equity93.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
5%₹1,059 Cr3,481,630
↓ -66,870
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
4%₹813 Cr1,674,536
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹784 Cr3,986,320
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹741 Cr3,066,715
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹710 Cr2,067,489
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹697 Cr6,618,521
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
3%₹696 Cr5,834,086
↑ 242,433
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹635 Cr1,907,191
↓ -39,564
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹635 Cr1,805,257
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | 533273
3%₹633 Cr6,290,821

5. 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 11.9% 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 (30 Sep 22) ₹52.306 ↑ 0.57   (1.09 %)
Net Assets (Cr) ₹2,256 on 31 Aug 22
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 0.39
Information Ratio 0.1
Alpha Ratio -1.17
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
30 Sep 17₹10,000
30 Sep 18₹9,966
30 Sep 19₹10,118
30 Sep 20₹11,054
30 Sep 21₹19,397

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 ₹447,579.
Net Profit of ₹147,579
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 30 Sep 22

DurationReturns
1 Month -1.1%
3 Month 16.6%
6 Month 5.6%
1 Year 5.1%
3 Year 26.3%
5 Year 15.3%
10 Year
15 Year
Since launch 11.9%
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 210.92 Yr.
Sahil Shah24 Dec 210.68 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.08%
Industrials21.14%
Consumer Cyclical20.1%
Basic Materials13.97%
Health Care8.25%
Technology3.63%
Utility3.27%
Real Estate2.04%
Consumer Defensive1.81%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | 500002
5%₹104 Cr318,046
↓ -10,198
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹88 Cr738,087
↑ 121,556
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹86 Cr7,374,016
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹80 Cr566,697
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹79 Cr998,625
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | CROMPTON
3%₹78 Cr1,911,996
↑ 139,438
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹73 Cr171,611
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 500770
3%₹62 Cr551,537
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹60 Cr3,347,173
↑ 928,656
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹59 Cr3,013,391
↑ 321,456

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 15% 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 (30 Sep 22) ₹87.19 ↑ 1.18   (1.37 %)
Net Assets (Cr) ₹2,525 on 31 Aug 22
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.24
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
30 Sep 17₹10,000
30 Sep 18₹10,464
30 Sep 19₹10,643
30 Sep 20₹12,122
30 Sep 21₹19,387

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 ₹436,710.
Net Profit of ₹136,710
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 30 Sep 22

DurationReturns
1 Month -0.5%
3 Month 14.2%
6 Month 1.9%
1 Year 1.4%
3 Year 22.7%
5 Year 14.5%
10 Year
15 Year
Since launch 15%
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 184.43 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical29.26%
Financial Services16.99%
Industrials15.73%
Basic Materials11.86%
Health Care9.22%
Technology7.03%
Real Estate2.44%
Consumer Defensive1.97%
Communication Services1.06%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹80 Cr567,888
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹77 Cr921,452
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 532539
3%₹73 Cr1,268,342
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹70 Cr199,094
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 543276
3%₹63 Cr242,582
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 500493
2%₹62 Cr835,373
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
2%₹61 Cr692,674
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jul 20 | 500477
2%₹61 Cr3,931,471
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
2%₹60 Cr291,587
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹59 Cr3,027,690

7. 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 16.7% 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 (30 Sep 22) ₹148.591 ↑ 2.52   (1.73 %)
Net Assets (Cr) ₹8,043 on 31 Aug 22
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.85
Information Ratio 0.44
Alpha Ratio 6.09
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
30 Sep 17₹10,000
30 Sep 18₹8,950
30 Sep 19₹9,037
30 Sep 20₹9,757
30 Sep 21₹17,353

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 ₹436,710.
Net Profit of ₹136,710
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 30 Sep 22

DurationReturns
1 Month -0.8%
3 Month 14.9%
6 Month 9%
1 Year 12%
3 Year 29.1%
5 Year 14.2%
10 Year
15 Year
Since launch 16.7%
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 1012.18 Yr.
Mohit Jain30 Nov 174.76 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical37.22%
Financial Services14.62%
Basic Materials14.28%
Industrials10.99%
Health Care6.08%
Real Estate4.25%
Utility3.86%
Consumer Defensive3.1%
Technology0.49%
Communication Services0.35%
Energy0.14%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
6%₹459 Cr90,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 540762
5%₹418 Cr1,846,672
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
5%₹388 Cr1,300,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
5%₹365 Cr1,201,830
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | 500092
4%₹361 Cr1,100,000
↑ 100,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹305 Cr1,261,202
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
3%₹269 Cr3,400,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
3%₹262 Cr3,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹234 Cr8,182,397
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | 543220
3%₹215 Cr5,530,790

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 17.9% 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 (30 Sep 22) ₹190.827 ↑ 2.46   (1.31 %)
Net Assets (Cr) ₹7,233 on 31 Aug 22
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.22
Information Ratio -0.09
Alpha Ratio -3.91
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
30 Sep 17₹10,000
30 Sep 18₹9,447
30 Sep 19₹9,493
30 Sep 20₹10,915
30 Sep 21₹18,365

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 ₹426,080.
Net Profit of ₹126,080
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 30 Sep 22

DurationReturns
1 Month -0.3%
3 Month 15.6%
6 Month 5.4%
1 Year 2.7%
3 Year 25.7%
5 Year 13.5%
10 Year
15 Year
Since launch 17.9%
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 193.01 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical27.26%
Industrials19.95%
Financial Services17.3%
Basic Materials11.15%
Health Care8.81%
Technology5.83%
Real Estate2.87%
Utility1.92%
Consumer Defensive1.51%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.61%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
4%₹278 Cr1,229,064
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
3%₹248 Cr3,137,175
↓ -330,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
3%₹235 Cr684,325
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
3%₹193 Cr16,464,700
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER
3%₹189 Cr621,800
Shriram Transport Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | SRTRANSFIN
2%₹172 Cr1,272,502
City Union Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | CUB
2%₹147 Cr8,184,230
Mphasis Ltd (Technology)
Equity, Since 31 Mar 15 | 526299
2%₹145 Cr678,585
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | CROMPTON
2%₹143 Cr3,517,819
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹139 Cr665,143
↑ 8,447

9. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 24 in Mid Cap category.  Return for 2021 was 39.9% , 2020 was 21.7% and 2019 was 0.2% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (30 Sep 22) ₹97.918 ↑ 1.31   (1.36 %)
Net Assets (Cr) ₹34,227 on 31 Aug 22
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio 0.52
Information Ratio -0.86
Alpha Ratio 1
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,769
30 Sep 19₹9,720
30 Sep 20₹10,254
30 Sep 21₹17,128

HDFC Mid-Cap 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for HDFC Mid-Cap 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 30 Sep 22

DurationReturns
1 Month -0.3%
3 Month 17.2%
6 Month 7.9%
1 Year 7.6%
3 Year 23.8%
5 Year 13%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
2013 9.6%
2012 39.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0715.19 Yr.
Priya Ranjan1 May 220.33 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.57%
Financial Services21.4%
Industrials19.57%
Basic Materials11.06%
Health Care8.31%
Technology6.07%
Communication Services4.6%
Consumer Defensive1.97%
Energy1.22%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
5%₹1,673 Cr58,604,615
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
5%₹1,594 Cr52,000,000
↓ -2,772,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
4%₹1,495 Cr18,918,287
↓ -92,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 21 | 541154
4%₹1,449 Cr6,312,498
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | 543220
4%₹1,338 Cr34,463,314
↑ 1,417,803
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹1,100 Cr13,170,204
↑ 170,204
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON
3%₹1,084 Cr26,597,259
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹1,002 Cr4,897,599
SKF India Ltd (Industrials)
Equity, Since 31 Jul 13 | SKFINDIA
3%₹969 Cr1,996,268
↑ 154,643
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
3%₹947 Cr11,483,466
↑ 161,000

10. 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 12% 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 (30 Sep 22) ₹244.31 ↑ 3.40   (1.41 %)
Net Assets (Cr) ₹1,721 on 31 Aug 22
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.14
Information Ratio -0.76
Alpha Ratio -4.78
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
30 Sep 17₹10,000
30 Sep 18₹9,314
30 Sep 19₹10,341
30 Sep 20₹11,097
30 Sep 21₹18,086

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 ₹415,684.
Net Profit of ₹115,684
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 30 Sep 22

DurationReturns
1 Month -2.1%
3 Month 12.7%
6 Month 1.5%
1 Year 1.8%
3 Year 21.2%
5 Year 13%
10 Year
15 Year
Since launch 12%
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 211.17 Yr.
Satish Mishra30 Jun 211.17 Yr.

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

Equity Sector Allocation
SectorValue
Industrials25.06%
Consumer Cyclical20.26%
Financial Services14.75%
Basic Materials12.54%
Health Care7.83%
Technology6.56%
Real Estate4.14%
Utility3.23%
Consumer Defensive2.05%
Communication Services0.76%
Asset Allocation
Asset ClassValue
Cash2.32%
Equity97.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹56 Cr229,690
↑ 10,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹54 Cr450,275
↑ 75,275
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹50 Cr145,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 532504
2%₹43 Cr100,000
CRISIL Ltd (Financial Services)
Equity, Since 31 Jan 22 | 500092
2%₹41 Cr123,901
↑ 45,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT
2%₹40 Cr117,857
↑ 117,857
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK
2%₹39 Cr3,300,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500493
2%₹39 Cr520,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 21 | 503100
2%₹38 Cr271,636
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
2%₹37 Cr600,000
↑ 50,000

Conclusion

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

So, choose your investment wisely!

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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