+91-22-48913909Midcap Mutual Funds
What are Mid-Cap Funds?
Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.
Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.
Mid Cap Funds (Investing in Mid Cap Stocks)
There are various definitions of mid-caps funds in the Market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.
When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.
In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.
Benefits of Investing in Mid Cap Mutual Funds
Some of the benefits of investing in mid-cap funds are:
- Companies that invest in mid-cap have more potential for growth than large-cap
- Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
- Mid-cap stocks are lower in Volatility than small cap stock
- They often tend to outperform large cap and Small cap funds.
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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:
Investments
Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.
Market Capitalization
Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.
Companies
Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.
Risks
Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.
Who Should Invest in Mid Cap Equity Funds?
Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.
Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.
Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.
Tax on Mid Cap Funds
The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
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Best Mid Cap Mutual Funds in India 2025
Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹99.0876
↓ -0.80 ₹38,003 -0.4 -4.1 -10.9 25.9 28 57.1 Edelweiss Mid Cap Fund Growth ₹104.033
↓ -0.34 ₹13,196 5.5 1.4 3.7 26.3 25.4 38.9 Invesco India Mid Cap Fund Growth ₹183.15
↓ -0.81 ₹10,006 3.5 2 5.8 27.5 24.3 43.1 Sundaram Mid Cap Fund Growth ₹1,430.33
↓ -6.21 ₹13,345 5.4 3.5 4.1 24.6 23.1 32 ICICI Prudential MidCap Fund Growth ₹313.43
↓ -0.50 ₹7,055 7.4 3.6 9.7 24 23 27 BNP Paribas Mid Cap Fund Growth ₹104.202
↓ -0.35 ₹2,320 5 3.4 2.3 20.9 21.2 28.5 TATA Mid Cap Growth Fund Growth ₹448.286
↓ -1.24 ₹5,420 6 3.9 5.8 22.6 21 22.7 SBI Magnum Mid Cap Fund Growth ₹233.973
↓ -0.30 ₹23,360 4.4 -1.6 0 17.7 20.9 20.3 Aditya Birla Sun Life Midcap Fund Growth ₹801.8
↓ -2.99 ₹6,278 4.5 1 4.3 21.7 20.7 22 Franklin India Prima Fund Growth ₹2,801.67
↓ -5.76 ₹12,911 4.9 0.5 1.9 22.8 20.4 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Dec 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund SBI Magnum Mid Cap Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund Point 1 Highest AUM (₹38,003 Cr). Upper mid AUM (₹13,196 Cr). Lower mid AUM (₹10,006 Cr). Upper mid AUM (₹13,345 Cr). Lower mid AUM (₹7,055 Cr). Bottom quartile AUM (₹2,320 Cr). Bottom quartile AUM (₹5,420 Cr). Top quartile AUM (₹23,360 Cr). Bottom quartile AUM (₹6,278 Cr). Upper mid AUM (₹12,911 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (31+ yrs). Established history (20+ yrs). Established history (23+ yrs). Oldest track record among peers (32 yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 28.04% (top quartile). 5Y return: 25.42% (top quartile). 5Y return: 24.30% (upper mid). 5Y return: 23.10% (upper mid). 5Y return: 22.98% (upper mid). 5Y return: 21.21% (lower mid). 5Y return: 20.99% (lower mid). 5Y return: 20.90% (bottom quartile). 5Y return: 20.70% (bottom quartile). 5Y return: 20.35% (bottom quartile). Point 6 3Y return: 25.91% (upper mid). 3Y return: 26.25% (top quartile). 3Y return: 27.46% (top quartile). 3Y return: 24.64% (upper mid). 3Y return: 24.01% (upper mid). 3Y return: 20.95% (bottom quartile). 3Y return: 22.58% (lower mid). 3Y return: 17.73% (bottom quartile). 3Y return: 21.66% (bottom quartile). 3Y return: 22.80% (lower mid). Point 7 1Y return: -10.87% (bottom quartile). 1Y return: 3.65% (lower mid). 1Y return: 5.76% (upper mid). 1Y return: 4.07% (upper mid). 1Y return: 9.66% (top quartile). 1Y return: 2.31% (lower mid). 1Y return: 5.76% (top quartile). 1Y return: 0.00% (bottom quartile). 1Y return: 4.26% (upper mid). 1Y return: 1.88% (bottom quartile). Point 8 Alpha: -11.47 (bottom quartile). Alpha: -2.28 (upper mid). Alpha: 0.00 (top quartile). Alpha: -1.35 (upper mid). Alpha: 1.70 (top quartile). Alpha: -3.13 (lower mid). Alpha: -2.69 (upper mid). Alpha: -6.19 (bottom quartile). Alpha: -3.78 (lower mid). Alpha: -4.19 (bottom quartile). Point 9 Sharpe: -0.40 (bottom quartile). Sharpe: 0.05 (upper mid). Sharpe: 0.37 (top quartile). Sharpe: 0.09 (upper mid). Sharpe: 0.25 (top quartile). Sharpe: -0.03 (lower mid). Sharpe: 0.01 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: -0.06 (lower mid). Sharpe: -0.08 (bottom quartile). Point 10 Information ratio: 0.21 (top quartile). Information ratio: 0.27 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.15 (upper mid). Information ratio: -0.30 (upper mid). Information ratio: -0.86 (bottom quartile). Information ratio: -0.59 (lower mid). Information ratio: -1.22 (bottom quartile). Information ratio: -0.80 (bottom quartile). Information ratio: -0.47 (lower mid). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
SBI Magnum Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima Fund
(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (26 Dec 25) ₹99.0876 ↓ -0.80 (-0.80 %) Net Assets (Cr) ₹38,003 on 30 Nov 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.4 Information Ratio 0.21 Alpha Ratio -11.47 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹15,596 30 Nov 22 ₹18,569 30 Nov 23 ₹24,148 30 Nov 24 ₹38,652 30 Nov 25 ₹36,880 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -4.3% 3 Month -0.4% 6 Month -4.1% 1 Year -10.9% 3 Year 25.9% 5 Year 28% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ajay Khandelwal 1 Oct 24 1.17 Yr. Niket Shah 1 Jul 20 5.42 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Sunil Sawant 1 Jul 24 1.42 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 37.64% Consumer Cyclical 18.46% Industrials 11.9% Financial Services 11.71% Communication Services 8.74% Real Estate 2.43% Health Care 1.61% Asset Allocation
Asset Class Value Cash 7.92% Equity 92.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,812 Cr 6,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,770 Cr 19,750,000
↑ 99,301 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,301 Cr 110,001,000
↑ 10,001,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON8% ₹3,066 Cr 2,100,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,034 Cr 60,043,240
↑ 43,240 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,969 Cr 22,479,961
↓ -2,520,039 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,997 Cr 9,500,000
↑ 9,500,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,889 Cr 2,528,264
↓ -145,406 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL4% ₹1,701 Cr 47,500,000
↑ 7,482,572 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,658 Cr 4,000,000 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (26 Dec 25) ₹104.033 ↓ -0.34 (-0.33 %) Net Assets (Cr) ₹13,196 on 30 Nov 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.05 Information Ratio 0.27 Alpha Ratio -2.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹15,173 30 Nov 22 ₹16,543 30 Nov 23 ₹21,002 30 Nov 24 ₹30,545 30 Nov 25 ₹32,143 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 5.5% 6 Month 1.4% 1 Year 3.7% 3 Year 26.3% 5 Year 25.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.13 Yr. Trideep Bhattacharya 1 Oct 21 4.17 Yr. Raj Koradia 1 Aug 24 1.33 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 28.35% Consumer Cyclical 14.44% Industrials 12.89% Technology 11.74% Basic Materials 9.3% Health Care 8.56% Consumer Defensive 4.2% Real Estate 3.03% Energy 2.16% Communication Services 1.92% Utility 0.54% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹454 Cr 2,377,155
↑ 398,633 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹405 Cr 637,288
↑ 86,735 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹333 Cr 1,145,902
↑ 717,869 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB2% ₹292 Cr 3,355,391 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹284 Cr 1,559,919 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹283 Cr 10,970,839
↑ 3,022,466 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹277 Cr 274,589 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH2% ₹273 Cr 2,349,767
↓ -625,626 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹259 Cr 1,981,889 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5394372% ₹258 Cr 32,227,248
↑ 11,034,554 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (26 Dec 25) ₹183.15 ↓ -0.81 (-0.44 %) Net Assets (Cr) ₹10,006 on 30 Nov 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.37 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,577 30 Nov 22 ₹15,346 30 Nov 23 ₹19,288 30 Nov 24 ₹28,186 30 Nov 25 ₹31,678 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -2.9% 3 Month 3.5% 6 Month 2% 1 Year 5.8% 3 Year 27.5% 5 Year 24.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Aditya Khemani 9 Nov 23 2.06 Yr. Amit Ganatra 1 Sep 23 2.25 Yr. Data below for Invesco India Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 34.71% Consumer Cyclical 20.6% Health Care 17.1% Real Estate 7.67% Industrials 6.94% Technology 6.9% Basic Materials 3.63% Communication Services 0.44% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹575 Cr 22,304,132
↑ 2,343,148 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK6% ₹567 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹526 Cr 16,854,973 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹514 Cr 13,591,659
↑ 1,712,546 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹441 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹412 Cr 2,422,867 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹411 Cr 2,451,815 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹363 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹342 Cr 2,742,111
↑ 540,183 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT3% ₹304 Cr 716,270
↑ 132,839 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (26 Dec 25) ₹1,430.33 ↓ -6.21 (-0.43 %) Net Assets (Cr) ₹13,345 on 30 Nov 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.09 Information Ratio 0.15 Alpha Ratio -1.35 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,134 30 Nov 22 ₹15,433 30 Nov 23 ₹19,952 30 Nov 24 ₹27,745 30 Nov 25 ₹29,475 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -1.1% 3 Month 5.4% 6 Month 3.5% 1 Year 4.1% 3 Year 24.6% 5 Year 23.1% 10 Year 15 Year Since launch 23.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 4.77 Yr. Ratish Varier 24 Feb 21 4.77 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.47% Consumer Cyclical 15.93% Industrials 14.16% Health Care 10.33% Basic Materials 9.51% Technology 6.13% Consumer Defensive 6.1% Real Estate 3.71% Communication Services 2.49% Utility 2.32% Energy 2.11% Asset Allocation
Asset Class Value Cash 5.72% Equity 94.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹554 Cr 1,237,533
↓ -36,220 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹440 Cr 11,843,703
↓ -77,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹412 Cr 1,731,201
↑ 18,600 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹334 Cr 1,158,576
↓ -20,966 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹330 Cr 3,592,166 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹306 Cr 11,865,970 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹305 Cr 1,279,167
↑ 1,047,803 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹304 Cr 37,978,844 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹292 Cr 1,527,449
↑ 37,662 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹285 Cr 5,641,735
↑ 76,401 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (26 Dec 25) ₹313.43 ↓ -0.50 (-0.16 %) Net Assets (Cr) ₹7,055 on 30 Nov 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.25 Information Ratio -0.3 Alpha Ratio 1.7 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹15,050 30 Nov 22 ₹16,184 30 Nov 23 ₹19,809 30 Nov 24 ₹26,903 30 Nov 25 ₹29,464 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month 0.4% 3 Month 7.4% 6 Month 3.6% 1 Year 9.7% 3 Year 24% 5 Year 23% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Lalit Kumar 1 Jul 22 3.42 Yr. Sharmila D’mello 31 Jul 22 3.34 Yr. Data below for ICICI Prudential MidCap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 26.99% Financial Services 21.71% Industrials 21.49% Consumer Cyclical 11.55% Communication Services 8.53% Real Estate 6.3% Health Care 1.33% Technology 0.38% Utility 0.14% Asset Allocation
Asset Class Value Cash 1.58% Equity 98.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN4% ₹309 Cr 824,501 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹294 Cr 1,011,840 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL4% ₹291 Cr 2,786,470 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹263 Cr 3,465,469 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹250 Cr 247,972 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹245 Cr 1,425,196 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹243 Cr 1,376,584 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹240 Cr 3,106,731 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹238 Cr 1,308,585 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹238 Cr 1,418,018 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (26 Dec 25) ₹104.202 ↓ -0.35 (-0.33 %) Net Assets (Cr) ₹2,320 on 30 Nov 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.03 Information Ratio -0.86 Alpha Ratio -3.13 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,944 30 Nov 22 ₹15,939 30 Nov 23 ₹19,900 30 Nov 24 ₹26,459 30 Nov 25 ₹27,621 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -1.2% 3 Month 5% 6 Month 3.4% 1 Year 2.3% 3 Year 20.9% 5 Year 21.2% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Pratish Krishnan 29 Nov 25 0.01 Yr. Himanshu Singh 21 Oct 24 1.11 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.17% Consumer Cyclical 18.16% Industrials 14.23% Health Care 14.04% Basic Materials 11.86% Technology 6.62% Energy 3.19% Real Estate 2.25% Consumer Defensive 2.19% Communication Services 1.81% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹72 Cr 250,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹70 Cr 800,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹66 Cr 30,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹64 Cr 350,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | BHEL3% ₹58 Cr 2,000,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹57 Cr 100,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD2% ₹52 Cr 300,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹52 Cr 2,000,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹50 Cr 1,100,000 Escorts Kubota Ltd (Industrials)
Equity, Since 31 Oct 22 | ESCORTS2% ₹46 Cr 120,000 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (26 Dec 25) ₹448.286 ↓ -1.24 (-0.28 %) Net Assets (Cr) ₹5,420 on 30 Nov 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.01 Information Ratio -0.59 Alpha Ratio -2.69 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,430 30 Nov 22 ₹15,085 30 Nov 23 ₹19,797 30 Nov 24 ₹25,692 30 Nov 25 ₹26,933 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 6% 6 Month 3.9% 1 Year 5.8% 3 Year 22.6% 5 Year 21% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.73 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 19.83% Industrials 15.66% Consumer Cyclical 13.36% Health Care 12.86% Basic Materials 11.85% Technology 5.17% Consumer Defensive 3.98% Communication Services 2.89% Real Estate 2.48% Utility 1.81% Energy 1.52% Asset Allocation
Asset Class Value Cash 6.36% Equity 93.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | AUBANK3% ₹162 Cr 1,700,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB3% ₹161 Cr 1,848,863 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL3% ₹159 Cr 2,100,000
↑ 400,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹159 Cr 278,911 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹155 Cr 6,000,000
↑ 702,208 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹148 Cr 330,694
↓ -39,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹131 Cr 1,001,126 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL2% ₹128 Cr 750,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹125 Cr 4,000,000
↓ -500,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹123 Cr 1,000,000 8. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (26 Dec 25) ₹233.973 ↓ -0.30 (-0.13 %) Net Assets (Cr) ₹23,360 on 30 Nov 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.24 Information Ratio -1.22 Alpha Ratio -6.19 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹16,003 30 Nov 22 ₹17,195 30 Nov 23 ₹21,721 30 Nov 24 ₹27,072 30 Nov 25 ₹27,406 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -1% 3 Month 4.4% 6 Month -1.6% 1 Year 0% 3 Year 17.7% 5 Year 20.9% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.67 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 27.05% Consumer Cyclical 15.85% Industrials 13.3% Basic Materials 10.98% Health Care 6.74% Utility 4.93% Technology 4.75% Real Estate 4.57% Consumer Defensive 4.27% Energy 1.96% Communication Services 1.72% Asset Allocation
Asset Class Value Cash 3.75% Equity 96.13% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | BHEL4% ₹873 Cr 30,000,000
↑ 6,167,745 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | TORNTPOWER4% ₹854 Cr 6,500,000
↑ 119,266 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN4% ₹837 Cr 22,500,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹730 Cr 1,650,000
↑ 53,321 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹705 Cr 1,490,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹696 Cr 27,000,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹695 Cr 1,800,000
↑ 145,835 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | BHARATFORG3% ₹645 Cr 4,500,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | SHREECEM3% ₹594 Cr 225,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433843% ₹594 Cr 22,205,929
↓ -130,695 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (26 Dec 25) ₹801.8 ↓ -2.99 (-0.37 %) Net Assets (Cr) ₹6,278 on 30 Nov 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.06 Information Ratio -0.8 Alpha Ratio -3.78 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹15,499 30 Nov 22 ₹15,644 30 Nov 23 ₹19,703 30 Nov 24 ₹25,905 30 Nov 25 ₹26,866 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.5% 3 Month 4.5% 6 Month 1% 1 Year 4.3% 3 Year 21.7% 5 Year 20.7% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vishal Gajwani 31 Oct 24 1.08 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.76% Consumer Cyclical 17.5% Basic Materials 15.09% Technology 12.81% Industrials 11.87% Health Care 7.68% Real Estate 5.73% Utility 2.3% Communication Services 1.06% Consumer Defensive 1.06% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | AUBANK4% ₹234 Cr 2,450,000
↓ -357,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | MFSL3% ₹209 Cr 1,225,565 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹193 Cr 7,474,853 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹164 Cr 954,980 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹162 Cr 1,500,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹156 Cr 270,985
↑ 50,687 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE2% ₹154 Cr 916,888 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX2% ₹150 Cr 512,065
↑ 20,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | TORNTPOWER2% ₹145 Cr 1,100,000 Hexaware Technologies Ltd Ordinary Shares (Technology)
Equity, Since 28 Feb 25 | HEXT2% ₹141 Cr 1,866,233
↑ 68,397 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (26 Dec 25) ₹2,801.67 ↓ -5.76 (-0.21 %) Net Assets (Cr) ₹12,911 on 30 Nov 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.08 Information Ratio -0.47 Alpha Ratio -4.19 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,764 30 Nov 22 ₹14,493 30 Nov 23 ₹18,123 30 Nov 24 ₹25,259 30 Nov 25 ₹26,093 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.8% 3 Month 4.9% 6 Month 0.5% 1 Year 1.9% 3 Year 22.8% 5 Year 20.4% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 7 Feb 22 3.82 Yr. Data below for Franklin India Prima Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.35% Consumer Cyclical 15.01% Industrials 13.1% Basic Materials 10.65% Health Care 9.82% Technology 8.68% Real Estate 6.07% Consumer Defensive 4.18% Communication Services 3.76% Utility 1.52% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹421 Cr 16,324,683 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹321 Cr 717,366 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹320 Cr 8,614,462 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹296 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹274 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹258 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹237 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹234 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹232 Cr 1,214,825 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5394372% ₹232 Cr 28,893,177
Conclusion
Mid-cap funds can be worth adding to your investment Portfolio. But, consider the returns that they can deliver. However, one thing you need to re-think on is— “Not every mid-cap can be tomorrow’s large cap."
So, choose your investment wisely!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Motilal Oswal Midcap 30 Fund