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Midcap Mutual Funds

Updated on May 31, 2023 , 9649 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 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 ₹45.07
↑ 0.12
₹8,0726.1-1.811.237.618-1.7
Motilal Oswal Midcap 30 Fund  Growth ₹56.4622
↑ 0.50
₹4,03311.16.627.439.317.310.7
SBI Magnum Mid Cap Fund Growth ₹160.232
↑ 0.72
₹9,37096.718.737.916.13
Axis Mid Cap Fund Growth ₹71.68
↑ 0.36
₹19,5399.43.513.92515.5-5.1
Kotak Emerging Equity Scheme Growth ₹80.449
↑ 0.27
₹25,97262.316.633.615.45.1
Invesco India Mid Cap Fund Growth ₹95.81
↑ 0.44
₹2,80310.73.417.828.315.10.5
TATA Mid Cap Growth Fund Growth ₹268.221
↑ 1.02
₹1,88210.2517.52914.90.6
Edelweiss Mid Cap Fund Growth ₹56.203
↑ 0.40
₹2,7879.23.218.734.214.82.4
HDFC Mid-Cap Opportunities Fund Growth ₹111.187
↑ 0.60
₹36,91210.45.826.135.214.512.3
BNP Paribas Mid Cap Fund Growth ₹62.4413
↑ 0.45
₹1,2396.61.514.129.413.84.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 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 17.2% 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 (02 Jun 23) ₹45.07 ↑ 0.12   (0.27 %)
Net Assets (Cr) ₹8,072 on 30 Apr 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.13
Information Ratio 0.44
Alpha Ratio -4.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,235
31 May 20₹8,324
31 May 21₹17,404
31 May 22₹20,000
31 May 23₹22,526

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 ₹481,656.
Net Profit of ₹181,656
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 2 Jun 23

DurationReturns
1 Month 5.5%
3 Month 6.1%
6 Month -1.8%
1 Year 11.2%
3 Year 37.6%
5 Year 18%
10 Year
15 Year
Since launch 17.2%
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 230.08 Yr.
Puneet Pal16 Jul 220.79 Yr.
Vivek Sharma1 Jun 211.92 Yr.
Ojasvi Khicha1 Apr 230.08 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical20.34%
Financial Services17.76%
Industrials13.82%
Health Care9.9%
Basic Materials8.2%
Technology7.81%
Utility5.19%
Real Estate4.69%
Consumer Defensive2.55%
Asset Allocation
Asset ClassValue
Cash9.73%
Equity90.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 533155
3%₹266 Cr5,948,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 22 | NAVINFLUOR
3%₹250 Cr514,601
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | PHOENIXLTD
3%₹245 Cr1,697,055
↑ 812,149
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Apr 23 | IGL
3%₹242 Cr4,890,924
↑ 4,890,924
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 23 | TIINDIA
3%₹238 Cr919,677
↑ 919,677
Timken India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
3%₹238 Cr796,219
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹236 Cr498,340
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
3%₹223 Cr100,119
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹221 Cr2,532,684
↑ 224,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
3%₹216 Cr1,371,160
↓ -428,840

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 20.5% 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 (02 Jun 23) ₹56.4622 ↑ 0.50   (0.90 %)
Net Assets (Cr) ₹4,033 on 30 Apr 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.35
Information Ratio 0.31
Alpha Ratio 3.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,729
31 May 20₹7,728
31 May 21₹13,245
31 May 22₹16,931
31 May 23₹21,635

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 ₹470,047.
Net Profit of ₹170,047
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 2 Jun 23

DurationReturns
1 Month 9.5%
3 Month 11.1%
6 Month 6.6%
1 Year 27.4%
3 Year 39.3%
5 Year 17.3%
10 Year
15 Year
Since launch 20.5%
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 202.83 Yr.
Ankush Sood11 Nov 220.47 Yr.
Rakesh Shetty22 Nov 220.44 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical27.97%
Technology17.09%
Industrials13.63%
Basic Materials13.07%
Financial Services8.28%
Health Care5.2%
Real Estate4.3%
Consumer Defensive1.1%
Asset Allocation
Asset ClassValue
Cash9.36%
Equity90.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹401 Cr1,550,000
↑ 26,983
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
6%₹261 Cr550,000
↑ 119,950
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹254 Cr2,775,000
↑ 675,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
6%₹232 Cr7,500,000
↑ 200,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
5%₹206 Cr425,000
↑ 25,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
5%₹198 Cr1,050,000
↑ 125,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
5%₹182 Cr28,000,000
↑ 28,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹174 Cr2,000,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD
4%₹173 Cr1,200,000
↓ -90,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
4%₹170 Cr5,000,000

3. 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 16.5% 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 (02 Jun 23) ₹160.232 ↑ 0.72   (0.45 %)
Net Assets (Cr) ₹9,370 on 30 Apr 23
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.11
Information Ratio 0.44
Alpha Ratio -0.58
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,624
31 May 20₹7,666
31 May 21₹14,877
31 May 22₹17,561
31 May 23₹20,824

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 ₹458,689.
Net Profit of ₹158,689
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 2 Jun 23

DurationReturns
1 Month 6.3%
3 Month 9%
6 Month 6.7%
1 Year 18.7%
3 Year 37.9%
5 Year 16.1%
10 Year
15 Year
Since launch 16.5%
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 1012.84 Yr.
Mohit Jain30 Nov 175.42 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical34.2%
Financial Services15.74%
Industrials14.53%
Basic Materials12.43%
Health Care5.67%
Utility4.74%
Real Estate4.37%
Consumer Defensive4.13%
Technology0.34%
Communication Services0.26%
Asset Allocation
Asset ClassValue
Cash3.58%
Equity96.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
5%₹504 Cr1,400,000
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
5%₹431 Cr1,551,830
↑ 350,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | PAGEIND
4%₹387 Cr96,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | TIINDIA
4%₹362 Cr1,400,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
4%₹346 Cr1,511,202
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
4%₹334 Cr3,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | INDHOTEL
3%₹294 Cr8,682,397
Procter & Gamble Hygiene and Health Care Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH
3%₹280 Cr200,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
3%₹279 Cr3,200,000
↓ -200,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
3%₹271 Cr2,594,920

4. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 41 in Mid Cap category.  Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (02 Jun 23) ₹71.68 ↑ 0.36   (0.50 %)
Net Assets (Cr) ₹19,539 on 30 Apr 23
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,433
31 May 20₹10,034
31 May 21₹16,437
31 May 22₹17,816
31 May 23₹20,227

Axis Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Axis Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 6.6%
3 Month 9.4%
6 Month 3.5%
1 Year 13.9%
3 Year 25%
5 Year 15.5%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.1%
2021 39.9%
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 166.44 Yr.
Vinayak Jayanath17 Jan 230.28 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical24.2%
Financial Services16.61%
Industrials16.55%
Basic Materials12.26%
Technology6.38%
Health Care5.27%
Consumer Defensive2.2%
Utility1.47%
Real Estate1.38%
Communication Services1.17%
Asset Allocation
Asset ClassValue
Cash12.5%
Equity87.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹871 Cr9,993,735
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL
4%₹684 Cr20,177,924
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
3%₹680 Cr7,407,750
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND
3%₹604 Cr2,220,325
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹543 Cr1,145,642
↓ -50,000
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 21 | CUMMINSIND
3%₹523 Cr3,320,420
↑ 92,984
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹517 Cr3,569,670
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹516 Cr3,771,809
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹496 Cr789,573
↑ 156,569
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 21 | SCHAEFFLER
2%₹475 Cr1,712,167
↓ -10,550

5. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% 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 (02 Jun 23) ₹80.449 ↑ 0.27   (0.34 %)
Net Assets (Cr) ₹25,972 on 30 Apr 23
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.05
Information Ratio -0.35
Alpha Ratio -1.62
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,833
31 May 20₹8,185
31 May 21₹15,414
31 May 22₹17,222
31 May 23₹20,099

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 4.7%
3 Month 6%
6 Month 2.3%
1 Year 16.6%
3 Year 33.6%
5 Year 15.4%
10 Year
15 Year
Since launch 13.8%
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 1012.87 Yr.
Arjun Khanna30 Apr 221 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials21.99%
Basic Materials20.57%
Consumer Cyclical20.24%
Financial Services12.22%
Health Care6.35%
Technology4.63%
Real Estate2.4%
Consumer Defensive2.11%
Utility0.82%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash7.97%
Equity92.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
4%₹1,118 Cr4,106,996
↑ 77,051
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹964 Cr3,473,506
↑ 98,934
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
4%₹917 Cr5,816,878
↑ 109,106
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹902 Cr1,903,852
↑ 66,073
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹731 Cr1,911,606
↑ 8,749
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹711 Cr2,100,000
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹701 Cr3,066,715
SKF India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹691 Cr1,658,223
↑ 2,659
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
3%₹651 Cr2,173,923
↑ 143,603
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | KAJARIACER
2%₹624 Cr5,703,155

6. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 38 in Mid Cap category.  Return for 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 (02 Jun 23) ₹95.81 ↑ 0.44   (0.46 %)
Net Assets (Cr) ₹2,803 on 30 Apr 23
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.11
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,207
31 May 20₹9,136
31 May 21₹15,408
31 May 22₹16,883
31 May 23₹19,910

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 ₹447,579.
Net Profit of ₹147,579
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 2 Jun 23

DurationReturns
1 Month 5.6%
3 Month 10.7%
6 Month 3.4%
1 Year 17.8%
3 Year 28.3%
5 Year 15.1%
10 Year
15 Year
Since launch 15%
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
Pranav Gokhale29 Mar 185.09 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical29.15%
Financial Services14.41%
Industrials12.61%
Basic Materials11.06%
Health Care10.64%
Technology9.29%
Consumer Defensive4.64%
Utility3.23%
Real Estate1.45%
Energy1.1%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST
3%₹75 Cr719,571
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT
3%₹74 Cr157,258
↑ 18,698
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | INDHOTEL
3%₹72 Cr2,131,295
↑ 277,689
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA
3%₹71 Cr31,865
↑ 1,351
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
2%₹69 Cr502,991
↑ 25,297
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
2%₹66 Cr1,430,830
↑ 34,290
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | BHARATFORG
2%₹62 Cr769,012
Jindal Steel & Power Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Sep 20 | JINDALSTEL
2%₹61 Cr1,039,657
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 500469
2%₹60 Cr4,474,726
↑ 526,960
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹59 Cr140,558

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% 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 (02 Jun 23) ₹268.221 ↑ 1.02   (0.38 %)
Net Assets (Cr) ₹1,882 on 30 Apr 23
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.04
Information Ratio -1.28
Alpha Ratio -2.85
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
31 May 18₹10,000
31 May 19₹10,328
31 May 20₹8,816
31 May 21₹15,300
31 May 22₹16,828
31 May 23₹19,646

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 ₹436,710.
Net Profit of ₹136,710
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 2 Jun 23

DurationReturns
1 Month 6.6%
3 Month 10.2%
6 Month 5%
1 Year 17.5%
3 Year 29%
5 Year 14.9%
10 Year
15 Year
Since launch 12%
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
Abhinav Sharma30 Jun 211.84 Yr.
Satish Mishra30 Jun 211.84 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials31.91%
Financial Services19.38%
Basic Materials15.21%
Consumer Cyclical14.71%
Health Care5.78%
Technology4.55%
Real Estate2.93%
Consumer Defensive1.98%
Communication Services1.25%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
4%₹68 Cr296,778
AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG
3%₹65 Cr240,000
↑ 15,171
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB
3%₹64 Cr1,983,411
↓ -200,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹63 Cr186,400
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | IDFCFIRSTB
3%₹59 Cr9,592,567
RBL Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | RBLBANK
3%₹56 Cr3,465,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹56 Cr353,300
↑ 13,300
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT
3%₹53 Cr160,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Aug 14 | NAVINFLUOR
3%₹51 Cr105,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | KAJARIACER
3%₹51 Cr464,621
↑ 35,000

8. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 11.8% 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 (02 Jun 23) ₹56.203 ↑ 0.40   (0.71 %)
Net Assets (Cr) ₹2,787 on 30 Apr 23
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 0.11
Information Ratio -0.32
Alpha Ratio -0.69
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,453
31 May 20₹7,934
31 May 21₹14,877
31 May 22₹16,592
31 May 23₹19,592

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 ₹436,710.
Net Profit of ₹136,710
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 2 Jun 23

DurationReturns
1 Month 5.3%
3 Month 9.2%
6 Month 3.2%
1 Year 18.7%
3 Year 34.2%
5 Year 14.8%
10 Year
15 Year
Since launch 11.8%
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 211.58 Yr.
Sahil Shah24 Dec 211.35 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials24.55%
Financial Services19.98%
Basic Materials16.68%
Consumer Cyclical15.83%
Health Care8.16%
Technology6.25%
Real Estate1.95%
Utility1.1%
Consumer Defensive1.05%
Asset Allocation
Asset ClassValue
Cash4.45%
Equity95.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
6%₹153 Cr973,363
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹142 Cr299,408
↑ 33,305
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 500469
5%₹134 Cr9,929,875
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB
4%₹121 Cr3,756,010
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 May 22 | KAJARIACER
3%₹93 Cr849,091
↑ 171,522
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹87 Cr179,558
Syngene International Ltd (Healthcare)
Equity, Since 31 Oct 20 | SYNGENE
3%₹87 Cr1,281,895
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT
3%₹85 Cr617,945
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB
3%₹81 Cr237,432
↓ -60,920
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Nov 20 | DALBHARAT
3%₹79 Cr396,545
↑ 55,176

9. HDFC Mid-Cap Opportunities Fund

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

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% 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 (02 Jun 23) ₹111.187 ↑ 0.60   (0.54 %)
Net Assets (Cr) ₹36,912 on 30 Apr 23
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.47
Information Ratio -0.04
Alpha Ratio 5.05
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
31 May 18₹10,000
31 May 19₹9,676
31 May 20₹7,527
31 May 21₹13,939
31 May 22₹15,304
31 May 23₹19,293

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 ₹436,710.
Net Profit of ₹136,710
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 2 Jun 23

DurationReturns
1 Month 6%
3 Month 10.4%
6 Month 5.8%
1 Year 26.1%
3 Year 35.2%
5 Year 14.5%
10 Year
15 Year
Since launch 16.3%
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 0715.86 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services22.22%
Consumer Cyclical20.46%
Industrials17.6%
Basic Materials10.2%
Technology8.12%
Health Care7.39%
Communication Services4.6%
Consumer Defensive1.59%
Energy1.27%
Asset Allocation
Asset ClassValue
Cash6.56%
Equity93.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | INDHOTEL
5%₹1,763 Cr51,984,477
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 21 | HAL
4%₹1,421 Cr4,864,804
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN
3%₹1,253 Cr14,383,961
↓ -2,310,108
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,235 Cr26,839,305
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹1,232 Cr119,297,336
↓ -1,008,084
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | APOLLOTYRE
3%₹1,184 Cr34,129,095
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST
3%₹1,152 Cr11,010,204
↓ -350,000
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,129 Cr8,894,583
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹1,021 Cr4,897,599
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB
3%₹996 Cr30,892,127

10. 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 11.3% 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 (02 Jun 23) ₹62.4413 ↑ 0.45   (0.72 %)
Net Assets (Cr) ₹1,239 on 30 Apr 23
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio -0.12
Information Ratio -0.85
Alpha Ratio -3.9
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
31 May 18₹10,000
31 May 19₹9,858
31 May 20₹8,396
31 May 21₹14,926
31 May 22₹16,349
31 May 23₹18,633

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 ₹426,080.
Net Profit of ₹126,080
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 2 Jun 23

DurationReturns
1 Month 3.4%
3 Month 6.6%
6 Month 1.5%
1 Year 14.1%
3 Year 29.4%
5 Year 13.8%
10 Year
15 Year
Since launch 11.3%
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 220.8 Yr.
Miten Vora1 Dec 220.41 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services20.71%
Consumer Cyclical17.08%
Industrials16.43%
Basic Materials10.5%
Health Care7.1%
Utility5.7%
Energy5.6%
Technology4.56%
Consumer Defensive3.01%
Communication Services1.11%
Real Estate1.05%
Asset Allocation
Asset ClassValue
Cash6.24%
Equity92.83%
Debt0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TRENT
4%₹55 Cr400,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
4%₹45 Cr1,400,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹40 Cr3,000,000
TVS Motor Co Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 21 | TVSMOTOR
3%₹32 Cr280,000
Canara Bank (Financial Services)
Equity, Since 30 Sep 22 | CANBK
3%₹32 Cr1,000,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL
2%₹30 Cr870,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Jun 22 | NTPC
2%₹29 Cr1,695,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
2%₹28 Cr6,300,000
Coforge Ltd (Technology)
Equity, Since 30 Apr 22 | COFORGE
2%₹27 Cr65,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Aug 18 | AIAENG
2%₹27 Cr100,000

Conclusion

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

So, choose your investment wisely!

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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