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Midcap Mutual Funds

Updated on November 28, 2023 , 10503 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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Best Mid Cap Mutual Funds in India 2023

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 (%)2022 (%)
PGIM India Midcap Opportunities Fund Growth ₹51.11
↑ 0.23
₹9,1024.81312.825.923.7-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹67.8406
↑ 0.10
₹6,0608.421.33034.223.510.7
Edelweiss Mid Cap Fund Growth ₹69.052
↑ 0.76
₹3,793922.12728.1222.4
HDFC Mid-Cap Opportunities Fund Growth ₹140.418
↑ 1.58
₹47,8468.42734.430.921.912.3
SBI Magnum Mid Cap Fund Growth ₹187.592
↑ 0.36
₹13,202617.726.329.521.93
Kotak Emerging Equity Scheme Growth ₹96.423
↑ 0.57
₹33,700619.623.926.721.65.1
TATA Mid Cap Growth Fund Growth ₹333.14
↑ 2.55
₹2,5217.624.231.225.620.90.6
BNP Paribas Mid Cap Fund Growth ₹76.3367
↑ 0.51
₹1,4717.122.624.825.820.14.7
Invesco India Mid Cap Fund Growth ₹115.63
↑ 1.25
₹3,4187.319.925.724.519.40.5
UTI Mid Cap Fund Growth ₹237.359
↑ 0.59
₹8,735519.82323.919-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

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 17.7% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (01 Dec 23) ₹51.11 ↑ 0.23   (0.45 %)
Net Assets (Cr) ₹9,102 on 31 Oct 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio -0.13
Information Ratio -0.64
Alpha Ratio -11.79
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 Nov 18₹10,000
30 Nov 19₹10,188
30 Nov 20₹14,491
30 Nov 21₹24,002
30 Nov 22₹25,645
30 Nov 23₹28,926

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 ₹543,623.
Net Profit of ₹243,623
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 1 Dec 23

DurationReturns
1 Month 7.8%
3 Month 4.8%
6 Month 13%
1 Year 12.8%
3 Year 25.9%
5 Year 23.7%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 230.59 Yr.
Puneet Pal16 Jul 221.3 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 230.2 Yr.
Utsav Mehta1 Nov 230 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical18.6%
Industrials18.59%
Financial Services18.18%
Basic Materials10.25%
Health Care9.58%
Technology8.81%
Real Estate3.97%
Utility3.66%
Consumer Defensive2.46%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.11%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
3%₹290 Cr919,677
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹263 Cr1,447,055
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹262 Cr4,562,120
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹236 Cr2,073,090
↓ -250,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹231 Cr796,219
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹224 Cr100,119
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532343
2%₹218 Cr1,368,659
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
2%₹211 Cr1,428,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹208 Cr1,193,854
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹204 Cr399,033

2. 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 21.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (01 Dec 23) ₹67.8406 ↑ 0.10   (0.15 %)
Net Assets (Cr) ₹6,060 on 31 Oct 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 0.92
Information Ratio 0.39
Alpha Ratio -0.23
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 Nov 18₹10,000
30 Nov 19₹11,255
30 Nov 20₹11,916
30 Nov 21₹18,584
30 Nov 22₹22,126
30 Nov 23₹28,775

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 ₹543,623.
Net Profit of ₹243,623
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 1 Dec 23

DurationReturns
1 Month 9.3%
3 Month 8.4%
6 Month 21.3%
1 Year 30%
3 Year 34.2%
5 Year 23.5%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.34 Yr.
Ankush Sood11 Nov 220.97 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology26.36%
Financial Services18.02%
Consumer Cyclical15.41%
Basic Materials13.15%
Industrials12.83%
Real Estate6.74%
Health Care3.24%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹616 Cr1,000,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹548 Cr25,000,000
↑ 1,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹499 Cr47,500,000
↓ -5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
8%₹489 Cr4,300,000
↓ -125,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹397 Cr796,000
↑ 96,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹365 Cr3,000,000
↓ -500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹363 Cr1,825,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
6%₹358 Cr1,400,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
5%₹318 Cr4,150,000
↓ -850,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
4%₹254 Cr6,499,975
↑ 250,000

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 12.8% since its launch.  Ranked 22 in Mid Cap category.  Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (01 Dec 23) ₹69.052 ↑ 0.76   (1.12 %)
Net Assets (Cr) ₹3,793 on 31 Oct 23
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 0.87
Information Ratio -0.62
Alpha Ratio -3.02
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 Nov 18₹10,000
30 Nov 19₹10,676
30 Nov 20₹12,887
30 Nov 21₹19,554
30 Nov 22₹21,318
30 Nov 23₹27,066

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 ₹530,691.
Net Profit of ₹230,691
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 1 Dec 23

DurationReturns
1 Month 10.1%
3 Month 9%
6 Month 22.1%
1 Year 27%
3 Year 28.1%
5 Year 22%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.4%
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%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.08 Yr.
Sahil Shah24 Dec 211.85 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical21.73%
Financial Services21.44%
Industrials16.02%
Technology11.32%
Basic Materials10.32%
Health Care9.99%
Real Estate2.77%
Utility2%
Consumer Defensive1.83%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹173 Cr280,643
↑ 9,883
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹146 Cr10,351,669
↑ 904
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹139 Cr644,137
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹122 Cr245,336
↑ 63,092
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹120 Cr235,985
↑ 20,931
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹117 Cr2,783,325
↓ -586,797
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹103 Cr645,341
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹101 Cr183,494
↓ -19,300
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹98 Cr3,979,331
↑ 857,070
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
2%₹93 Cr15,570,481
↑ 362,939

4. 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 17.4% since its launch.  Ranked 24 in Mid Cap category.  Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (01 Dec 23) ₹140.418 ↑ 1.58   (1.14 %)
Net Assets (Cr) ₹47,846 on 31 Oct 23
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 1.59
Information Ratio 0.31
Alpha Ratio 4.96
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 Nov 18₹10,000
30 Nov 19₹10,261
30 Nov 20₹11,924
30 Nov 21₹17,137
30 Nov 22₹19,923
30 Nov 23₹26,658

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 ₹518,033.
Net Profit of ₹218,033
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 1 Dec 23

DurationReturns
1 Month 9%
3 Month 8.4%
6 Month 27%
1 Year 34.4%
3 Year 30.9%
5 Year 21.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.3%
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%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0716.36 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services25.87%
Consumer Cyclical17.46%
Industrials16.12%
Technology8.76%
Health Care8.56%
Basic Materials8.1%
Communication Services5.05%
Energy1.58%
Consumer Defensive1.4%
Asset Allocation
Asset ClassValue
Cash7.11%
Equity92.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹1,801 Cr46,977,158
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,604 Cr9,642,272
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹1,534 Cr109,039,133
↑ 24,607,622
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
3%₹1,490 Cr16,300,222
↑ 3,575,359
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹1,412 Cr37,036,484
↑ 2,407,389
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,394 Cr24,302,305
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹1,370 Cr2,748,521
↑ 552,054
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹1,362 Cr32,424,097
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹1,346 Cr101,045,146
↓ -5,639,744
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹1,327 Cr13,486,510
↑ 156,013

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 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (01 Dec 23) ₹187.592 ↑ 0.36   (0.19 %)
Net Assets (Cr) ₹13,202 on 31 Oct 23
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.97
Information Ratio 0.03
Alpha Ratio -1.18
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 Nov 18₹10,000
30 Nov 19₹10,272
30 Nov 20₹12,396
30 Nov 21₹19,838
30 Nov 22₹21,315
30 Nov 23₹26,925

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 ₹518,033.
Net Profit of ₹218,033
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 1 Dec 23

DurationReturns
1 Month 6.8%
3 Month 6%
6 Month 17.7%
1 Year 26.3%
3 Year 29.5%
5 Year 21.9%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
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%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1013.34 Yr.
Mohit Jain30 Nov 175.92 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical29.41%
Industrials14.97%
Financial Services14.85%
Basic Materials11.53%
Health Care7.69%
Consumer Defensive4.07%
Real Estate3.8%
Utility3%
Technology2.02%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash7.53%
Equity92.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹574 Cr1,400,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹473 Cr1,490,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹457 Cr1,623,740
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA
3%₹441 Cr1,400,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹428 Cr1,511,202
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹376 Cr5,169,750
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹365 Cr3,500,000
↓ -278,182
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
3%₹363 Cr96,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
3%₹351 Cr3,249,946
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH
3%₹351 Cr200,000

6. 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 14.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (01 Dec 23) ₹96.423 ↑ 0.57   (0.60 %)
Net Assets (Cr) ₹33,700 on 31 Oct 23
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 1.1
Information Ratio -0.66
Alpha Ratio -0.53
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 Nov 18₹10,000
30 Nov 19₹11,128
30 Nov 20₹13,070
30 Nov 21₹19,675
30 Nov 22₹21,434
30 Nov 23₹26,557

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 ₹518,033.
Net Profit of ₹218,033
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 1 Dec 23

DurationReturns
1 Month 6.9%
3 Month 6%
6 Month 19.6%
1 Year 23.9%
3 Year 26.7%
5 Year 21.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
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%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1013.37 Yr.
Harsha Upadhyaya20 Oct 230.03 Yr.
Arjun Khanna30 Apr 221.5 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials21.97%
Consumer Cyclical21%
Basic Materials19.9%
Financial Services13.13%
Health Care6.32%
Technology5.78%
Real Estate2.7%
Consumer Defensive2.04%
Energy0.63%
Utility0.61%
Communication Services0.07%
Asset Allocation
Asset ClassValue
Cash5.77%
Equity94.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
5%₹1,669 Cr3,855,391
↑ 20,714
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹1,173 Cr1,903,852
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,133 Cr2,059,015
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,048 Cr3,720,463
↑ 107,274
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
3%₹983 Cr5,863,399
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹912 Cr8,010,973
↑ 195,901
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Jan 16 | SUNDARMFIN
3%₹870 Cr2,743,104
↑ 29,540
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹868 Cr3,066,715
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹847 Cr1,724,629
↑ 2,250
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | 500493
2%₹829 Cr8,132,726
↑ 80,733

7. 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 12.6% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (01 Dec 23) ₹333.14 ↑ 2.55   (0.77 %)
Net Assets (Cr) ₹2,521 on 31 Oct 23
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.23
Information Ratio -1.04
Alpha Ratio 0.84
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 Nov 18₹10,000
30 Nov 19₹11,065
30 Nov 20₹13,074
30 Nov 21₹18,865
30 Nov 22₹19,721
30 Nov 23₹25,882

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 ₹505,644.
Net Profit of ₹205,644
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 1 Dec 23

DurationReturns
1 Month 8.9%
3 Month 7.6%
6 Month 24.2%
1 Year 31.2%
3 Year 25.6%
5 Year 20.9%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
2014 80%
2013 6.6%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra30 Jun 212.34 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials29.4%
Financial Services18.26%
Basic Materials12.79%
Consumer Cyclical11.88%
Health Care10.29%
Real Estate5.46%
Technology4.36%
Consumer Defensive2.44%
Communication Services2.26%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
4%₹91 Cr10,991,415
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹84 Cr297,937
↓ -25,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹80 Cr500,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹80 Cr940,000
↑ 20,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹77 Cr218,000
↑ 18,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹77 Cr225,000
↑ 25,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹75 Cr450,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹66 Cr525,000
↑ 60,379
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | 541153
2%₹60 Cr2,800,000
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
2%₹57 Cr1,040,228

8. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 18 in Mid Cap category.  Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (01 Dec 23) ₹76.3367 ↑ 0.51   (0.67 %)
Net Assets (Cr) ₹1,471 on 31 Oct 23
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 0.8
Information Ratio -0.84
Alpha Ratio -3.86
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,706
30 Nov 20₹12,537
30 Nov 21₹18,735
30 Nov 22₹19,983
30 Nov 23₹24,948

BNP Paribas 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for BNP Paribas 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 1 Dec 23

DurationReturns
1 Month 8.1%
3 Month 7.1%
6 Month 22.6%
1 Year 24.8%
3 Year 25.8%
5 Year 20.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.3 Yr.
Miten Vora1 Dec 220.91 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services21.13%
Consumer Cyclical17.61%
Industrials17.04%
Health Care10.85%
Basic Materials7.2%
Consumer Defensive5.48%
Utility5.34%
Technology5.19%
Real Estate2.16%
Energy1.22%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash8.08%
Equity91.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹46 Cr1,100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹42 Cr3,000,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
2%₹36 Cr320,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
2%₹35 Cr110,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG
2%₹34 Cr96,700
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
2%₹33 Cr210,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
2%₹33 Cr870,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH
2%₹32 Cr18,500
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹32 Cr175,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹32 Cr260,000

9. 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 15.8% since its launch.  Ranked 38 in Mid Cap category.  Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (01 Dec 23) ₹115.63 ↑ 1.25   (1.09 %)
Net Assets (Cr) ₹3,418 on 31 Oct 23
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.91
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 Nov 18₹10,000
30 Nov 19₹10,500
30 Nov 20₹12,606
30 Nov 21₹18,376
30 Nov 22₹19,345
30 Nov 23₹24,315

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 ₹493,520.
Net Profit of ₹193,520
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 1 Dec 23

DurationReturns
1 Month 8.8%
3 Month 7.3%
6 Month 19.9%
1 Year 25.7%
3 Year 24.5%
5 Year 19.4%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
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%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230 Yr.
Amit Ganatra1 Sep 230.17 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.37%
Financial Services17.62%
Industrials14.5%
Basic Materials10.5%
Technology8.37%
Health Care7.92%
Consumer Defensive2.87%
Utility2.04%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
3%₹107 Cr496,357
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹87 Cr694,844
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
2%₹83 Cr134,448
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
2%₹80 Cr1,397,430
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 500850
2%₹80 Cr2,079,038
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
2%₹77 Cr2,673,740
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 22 | PIIND
2%₹73 Cr215,469
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
2%₹71 Cr31,755
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | BALKRISIND
2%₹70 Cr273,319
NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC
2%₹70 Cr13,889,250

10. 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 18% since its launch.  Ranked 36 in Mid Cap category.  Return for 2022 was -0.8% , 2021 was 43.1% and 2020 was 32.7% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (01 Dec 23) ₹237.359 ↑ 0.59   (0.25 %)
Net Assets (Cr) ₹8,735 on 31 Oct 23
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.63
Information Ratio -1.3
Alpha Ratio -6.36
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 Nov 18₹10,000
30 Nov 19₹10,004
30 Nov 20₹12,560
30 Nov 21₹18,674
30 Nov 22₹19,420
30 Nov 23₹23,877

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 ₹493,520.
Net Profit of ₹193,520
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 1 Dec 23

DurationReturns
1 Month 7.2%
3 Month 5%
6 Month 19.8%
1 Year 23%
3 Year 23.9%
5 Year 19%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.8%
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%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.18 Yr.

Data below for UTI Mid Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical21.09%
Industrials20.38%
Financial Services19.76%
Health Care11.19%
Basic Materials9.22%
Technology7.23%
Real Estate2.38%
Consumer Defensive2.1%
Utility1.95%
Energy0.84%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.13%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
2%₹217 Cr1,903,900
↓ -415,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹215 Cr15,308,621
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹200 Cr635,509
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO
2%₹194 Cr1,236,817
↓ -32,157
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹186 Cr1,828,064
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹185 Cr372,030
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹185 Cr983,138
↓ -289,364
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹180 Cr365,033
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹179 Cr479,907
Astral Ltd (Industrials)
Equity, Since 30 Sep 19 | ASTRAL
2%₹177 Cr956,190

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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