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Midcap Mutual Funds

Updated on March 14, 2024 , 11089 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 2024

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 (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹75.8432
↑ 0.04
₹7,9726.217.852.831.425.141.7
PGIM India Midcap Opportunities Fund Growth ₹52.38
↑ 0.26
₹9,962-0.15.526.118.423.920.8
Edelweiss Mid Cap Fund Growth ₹74.241
↑ 0.06
₹4,9152.816.247.623.123.138.4
SBI Magnum Mid Cap Fund Growth ₹193.565
↑ 0.19
₹15,957-0.26.735.521.421.534.5
BNP Paribas Mid Cap Fund Growth ₹82.1836
↓ -0.25
₹1,746413.143.920.221.332.6
Kotak Emerging Equity Scheme Growth ₹100.106
↓ -0.28
₹39,0270.9935.220.321.331.5
TATA Mid Cap Growth Fund Growth ₹348.367
↓ -2.41
₹3,2240.911.54720.920.440.5
Invesco India Mid Cap Fund Growth ₹122.65
↑ 0.07
₹4,1693.112.345.120.420.434.1
ICICI Prudential MidCap Fund Growth ₹231.53
↓ -0.85
₹5,418517.946.821.519.632.8
UTI Mid Cap Fund Growth ₹245.212
↑ 0.05
₹10,0720.75.93818.419.630.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

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

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.3% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (15 Mar 24) ₹75.8432 ↑ 0.04   (0.05 %)
Net Assets (Cr) ₹7,972 on 31 Jan 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 2.69
Information Ratio 0.52
Alpha Ratio 4.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,758
28 Feb 21₹13,786
28 Feb 22₹18,443
28 Feb 23₹21,511
29 Feb 24₹32,706

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 ₹570,326.
Net Profit of ₹270,326
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 15 Mar 24

DurationReturns
1 Month 0.4%
3 Month 6.2%
6 Month 17.8%
1 Year 52.8%
3 Year 31.4%
5 Year 25.1%
10 Year
15 Year
Since launch 22.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.67 Yr.
Ankush Sood11 Nov 221.3 Yr.
Rakesh Shetty22 Nov 221.27 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 24

Equity Sector Allocation
SectorValue
Technology22.97%
Industrials22.47%
Financial Services13.62%
Consumer Cyclical12.31%
Real Estate8.66%
Basic Materials7.8%
Health Care3.51%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash7.42%
Equity92.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
11%₹930 Cr30,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹841 Cr975,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹814 Cr20,500,000
↑ 20,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹706 Cr2,025,000
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
6%₹525 Cr4,500,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹524 Cr800,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
5%₹443 Cr10,000,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹384 Cr1,725,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
4%₹360 Cr1,625,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹331 Cr20,000,000
↓ -20,000,000

2. PGIM India Midcap Opportunities Fund

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

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 40 in Mid Cap category.  Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (15 Mar 24) ₹52.38 ↑ 0.26   (0.50 %)
Net Assets (Cr) ₹9,962 on 31 Jan 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 1.46
Information Ratio -1.22
Alpha Ratio -11.85
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
28 Feb 19₹10,000
29 Feb 20₹11,430
28 Feb 21₹18,291
28 Feb 22₹24,214
28 Feb 23₹25,098
29 Feb 24₹31,858

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 15 Mar 24

DurationReturns
1 Month -1.9%
3 Month -0.1%
6 Month 5.5%
1 Year 26.1%
3 Year 18.4%
5 Year 23.9%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 230.92 Yr.
Puneet Pal16 Jul 221.63 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 230.53 Yr.
Utsav Mehta1 Nov 230.33 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.87%
Financial Services18.46%
Industrials17.57%
Basic Materials11.51%
Health Care11.46%
Technology9.42%
Real Estate4.45%
Consumer Defensive2.34%
Utility2.02%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹328 Cr1,353,739
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹324 Cr4,146,055
↓ -416,065
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹255 Cr304,984
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532343
3%₹250 Cr1,247,811
↓ -120,848
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹245 Cr2,073,090
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
2%₹244 Cr626,073
↓ -162,348
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹239 Cr399,033
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
2%₹238 Cr701,519
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 30 Apr 23 | POONAWALLA
2%₹236 Cr4,932,540
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
2%₹218 Cr500,296
↓ -52,490

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 13.2% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (15 Mar 24) ₹74.241 ↑ 0.06   (0.08 %)
Net Assets (Cr) ₹4,915 on 31 Jan 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 2.9
Information Ratio -0.7
Alpha Ratio 1.49
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
28 Feb 19₹10,000
29 Feb 20₹11,105
28 Feb 21₹15,695
28 Feb 22₹19,218
28 Feb 23₹20,489
29 Feb 24₹30,951

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 ₹543,623.
Net Profit of ₹243,623
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 15 Mar 24

DurationReturns
1 Month -3.1%
3 Month 2.8%
6 Month 16.2%
1 Year 47.6%
3 Year 23.1%
5 Year 23.1%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.42 Yr.
Sahil Shah24 Dec 212.19 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services22%
Consumer Cyclical19.71%
Industrials16.46%
Technology11.61%
Basic Materials10.61%
Health Care9.77%
Real Estate3%
Consumer Defensive2.17%
Utility2.06%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹247 Cr286,256
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹224 Cr577,507
↓ -31,787
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹180 Cr274,464
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹177 Cr4,412,635
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹173 Cr3,298,021
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
3%₹161 Cr240,705
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹145 Cr9,637,857
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹142 Cr517,473
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 532343
3%₹141 Cr658,248
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
2%₹126 Cr1,590,026

4. 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 16.9% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (15 Mar 24) ₹193.565 ↑ 0.19   (0.10 %)
Net Assets (Cr) ₹15,957 on 31 Jan 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.46
Information Ratio -0.62
Alpha Ratio 0.1
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
28 Feb 19₹10,000
29 Feb 20₹10,633
28 Feb 21₹15,433
28 Feb 22₹19,359
28 Feb 23₹21,142
29 Feb 24₹29,054

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 15 Mar 24

DurationReturns
1 Month -2.3%
3 Month -0.2%
6 Month 6.7%
1 Year 35.5%
3 Year 21.4%
5 Year 21.5%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1013.68 Yr.
Mohit Jain30 Nov 176.25 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.76%
Financial Services14.89%
Industrials13.95%
Basic Materials10.65%
Health Care8.23%
Real Estate4.48%
Consumer Defensive3.52%
Utility3.37%
Technology2.12%
Communication Services1.96%
Asset Allocation
Asset ClassValue
Cash8.07%
Equity91.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹702 Cr1,400,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹621 Cr1,490,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹557 Cr5,169,750
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹550 Cr1,511,202
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 500850
3%₹509 Cr8,682,397
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 20 | TIINDIA
3%₹488 Cr1,400,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹470 Cr1,623,740
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
2%₹377 Cr3,500,000
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹362 Cr5,258,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
2%₹357 Cr4,500,000

5. 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 12.5% since its launch.  Ranked 18 in Mid Cap category.  Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (15 Mar 24) ₹82.1836 ↓ -0.25   (-0.31 %)
Net Assets (Cr) ₹1,746 on 31 Jan 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio 2.53
Information Ratio -0.96
Alpha Ratio -3.45
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
28 Feb 19₹10,000
29 Feb 20₹11,449
28 Feb 21₹15,534
28 Feb 22₹18,920
28 Feb 23₹19,622
29 Feb 24₹28,787

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 ₹518,033.
Net Profit of ₹218,033
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 15 Mar 24

DurationReturns
1 Month -2.7%
3 Month 4%
6 Month 13.1%
1 Year 43.9%
3 Year 20.2%
5 Year 21.3%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 65.6%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 221.64 Yr.
Miten Vora1 Dec 221.25 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.67%
Financial Services18.22%
Industrials14.93%
Health Care13.09%
Technology9.94%
Basic Materials9.1%
Consumer Defensive5.35%
Utility4.37%
Real Estate2.43%
Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.1%
Debt0.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹59 Cr1,000,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹58 Cr500,000
↑ 75,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
3%₹53 Cr6,000,000
↓ -300,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹52 Cr320,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹48 Cr175,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹47 Cr900,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹46 Cr110,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
3%₹45 Cr210,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
2%₹45 Cr475,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
2%₹45 Cr115,000

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 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (15 Mar 24) ₹100.106 ↓ -0.28   (-0.28 %)
Net Assets (Cr) ₹39,027 on 31 Jan 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 2.59
Information Ratio -1.22
Alpha Ratio -0.52
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
28 Feb 19₹10,000
29 Feb 20₹11,442
28 Feb 21₹15,634
28 Feb 22₹19,118
28 Feb 23₹20,928
29 Feb 24₹28,525

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 15 Mar 24

DurationReturns
1 Month -1.2%
3 Month 0.9%
6 Month 9%
1 Year 35.2%
3 Year 20.3%
5 Year 21.3%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.5%
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 240.11 Yr.
Arjun Khanna30 Apr 221.84 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials21.98%
Consumer Cyclical21.42%
Basic Materials19.49%
Financial Services13.73%
Technology7.47%
Health Care6.38%
Real Estate2.72%
Consumer Defensive1.64%
Energy1.55%
Utility0.76%
Communication Services0.27%
Asset Allocation
Asset ClassValue
Cash2.59%
Equity97.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹1,606 Cr5,863,399
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹1,522 Cr1,763,222
↓ -140,630
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,510 Cr3,637,829
↓ -217,562
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,386 Cr2,059,015
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹1,130 Cr55,087,745
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,077 Cr8,010,973
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,076 Cr3,720,463
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
3%₹1,047 Cr2,318,616
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹1,033 Cr2,838,890
↓ -227,825
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
2%₹988 Cr2,691,208

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 12.7% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (15 Mar 24) ₹348.367 ↓ -2.41   (-0.69 %)
Net Assets (Cr) ₹3,224 on 31 Jan 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.09
Information Ratio -0.99
Alpha Ratio 3.98
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
28 Feb 19₹10,000
29 Feb 20₹11,388
28 Feb 21₹14,884
28 Feb 22₹18,026
28 Feb 23₹18,764
29 Feb 24₹28,350

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 15 Mar 24

DurationReturns
1 Month -3.2%
3 Month 0.9%
6 Month 11.5%
1 Year 47%
3 Year 20.9%
5 Year 20.4%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 212.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials33.42%
Financial Services19.86%
Health Care10.63%
Basic Materials10.06%
Consumer Cyclical9.55%
Real Estate5.93%
Technology4.29%
Consumer Defensive2.04%
Communication Services1.12%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
4%₹115 Cr1,000,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹106 Cr331,869
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹103 Cr450,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹96 Cr4,200,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹95 Cr600,000
↑ 50,000
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹93 Cr10,991,415
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹90 Cr218,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹89 Cr640,000
↑ 32,203
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
3%₹88 Cr1,040,228
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹84 Cr250,000
↑ 25,000

8. 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 16% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (15 Mar 24) ₹122.65 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹4,169 on 31 Jan 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.59
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
28 Feb 19₹10,000
29 Feb 20₹11,446
28 Feb 21₹15,036
28 Feb 22₹17,937
28 Feb 23₹18,742
29 Feb 24₹27,895

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 ₹505,644.
Net Profit of ₹205,644
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 15 Mar 24

DurationReturns
1 Month -4.1%
3 Month 3.1%
6 Month 12.3%
1 Year 45.1%
3 Year 20.4%
5 Year 20.4%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.31 Yr.
Amit Ganatra1 Sep 230.5 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.16%
Financial Services22.47%
Industrials14.84%
Health Care11.13%
Technology7.99%
Real Estate5.89%
Basic Materials4.76%
Utility4.47%
Consumer Defensive2.23%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹212 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹178 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹173 Cr11,480,924
↑ 379,188
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹167 Cr1,537,576
↑ 155,753
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | L&TFH
4%₹165 Cr9,883,840
↑ 204,597
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
4%₹151 Cr2,903,958
↑ 251,465
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹143 Cr3,611,063
↑ 810,796
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹134 Cr1,383,185
↑ 96,625
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹132 Cr1,134,386
↑ 97,183
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹128 Cr600,883

9. ICICI Prudential MidCap Fund

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

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (15 Mar 24) ₹231.53 ↓ -0.85   (-0.37 %)
Net Assets (Cr) ₹5,418 on 31 Jan 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.86
Information Ratio -0.95
Alpha Ratio -14.08
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,266
28 Feb 21₹14,132
28 Feb 22₹16,944
28 Feb 23₹17,816
29 Feb 24₹26,836

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Mar 24

DurationReturns
1 Month -3.1%
3 Month 5%
6 Month 17.9%
1 Year 46.8%
3 Year 21.5%
5 Year 19.6%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 221.67 Yr.
Sharmila D’mello31 Jul 221.59 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials21.16%
Industrials17.37%
Consumer Cyclical16.21%
Health Care11.32%
Real Estate9.9%
Energy5.81%
Communication Services5.16%
Financial Services4.31%
Utility4.21%
Technology1.1%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
4%₹216 Cr4,666,873
↓ -817,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 22 | 500257
4%₹211 Cr1,400,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹171 Cr706,691
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹165 Cr2,179,227
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹155 Cr2,688,476
↑ 223,700
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
3%₹150 Cr364,667
↑ 35,000
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500410
3%₹142 Cr557,062
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹140 Cr699,955
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE
2%₹131 Cr1,056,618
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 28 Feb 23 | DALBHARAT
2%₹129 Cr567,537

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 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (15 Mar 24) ₹245.212 ↑ 0.05   (0.02 %)
Net Assets (Cr) ₹10,072 on 31 Jan 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.16
Information Ratio -1.7
Alpha Ratio -7.05
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
28 Feb 19₹10,000
29 Feb 20₹10,846
28 Feb 21₹15,301
28 Feb 22₹18,754
28 Feb 23₹19,412
29 Feb 24₹26,869

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 15 Mar 24

DurationReturns
1 Month -2.6%
3 Month 0.7%
6 Month 5.9%
1 Year 38%
3 Year 18.4%
5 Year 19.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
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%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 194.51 Yr.

Data below for UTI Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical20.42%
Industrials18.27%
Financial Services18.27%
Technology11.65%
Health Care10.34%
Basic Materials7.24%
Utility3.92%
Real Estate2.13%
Consumer Defensive2.01%
Energy1.75%
Communication Services0.44%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹248 Cr635,509
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹226 Cr1,828,064
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹222 Cr15,092,781
↓ -15,840
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹221 Cr265,096
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹220 Cr352,030
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹215 Cr886,028
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL
2%₹214 Cr11,490,464
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN
2%₹209 Cr847,693
↓ -111,153
JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT
2%₹204 Cr468,639
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹197 Cr394,405

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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