Table of Contents
- What are Mid-Cap Funds?
- Mid Cap Funds (Investing in Mid Cap Stocks)
- Benefits of Investing in Mid Cap Mutual Funds
- Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
- Who Should Invest in Mid Cap Equity Funds?
- Tax on Mid Cap Funds
- How to Invest in Mid Cap Funds Online?
- Best Mid Cap Mutual Funds in India 2023
- Conclusion
Top 10 Equity - Mid Cap Funds
Midcap 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 2023
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 (%) 2022 (%) PGIM India Midcap Opportunities Fund Growth ₹42.49
↓ -0.06 ₹7,558 -6.3 -1.3 -4.5 30.2 17 -1.7 Axis Mid Cap Fund Growth ₹65.41
↑ 0.17 ₹19,144 -5.2 -2.4 -4.2 16.8 15 -5.1 Motilal Oswal Midcap 30 Fund Growth ₹50.478
↑ 0.04 ₹3,627 -4.8 6.3 9.1 21.2 15 10.7 Kotak Emerging Equity Scheme Growth ₹74.778
↓ -0.05 ₹23,335 -2.6 1.8 3 20.6 13.4 5.1 Invesco India Mid Cap Fund Growth ₹87.87
↑ 0.09 ₹2,678 -2.8 2.8 -1.1 18.8 12.7 0.5 HDFC Mid-Cap Opportunities Fund Growth ₹101.18
↓ -0.17 ₹35,731 -0.9 7 8.9 22.5 12.3 12.3 Edelweiss Mid Cap Fund Growth ₹51.398
↑ 0.03 ₹2,481 -4.8 1.8 1 22.1 11.9 2.4 SBI Magnum Mid Cap Fund Growth ₹142.634
↓ -0.18 ₹8,426 -5.2 -0.4 0.4 23.4 11.9 3 TATA Mid Cap Growth Fund Growth ₹240.413
↑ 0.70 ₹1,778 -4 0.7 -1.8 17.3 11.6 0.6 BNP Paribas Mid Cap Fund Growth ₹58.8449
↑ 0.14 ₹1,228 -4.1 1.9 0 19.6 11 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Feb 23
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 Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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 Below is the key information for Kotak Emerging Equity Scheme 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. 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for HDFC Mid-Cap Opportunities 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. 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 Below is the key information for Edelweiss Mid Cap 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. 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 Below is the key information for SBI Magnum 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. 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 Below is the key information for TATA Mid Cap Growth 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. 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 Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on 1. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (03 Feb 23) ₹42.49 ↓ -0.06 (-0.14 %) Net Assets (Cr) ₹7,558 on 31 Dec 22 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 0 Sharpe Ratio -0.31 Information Ratio 1.24 Alpha Ratio -5.7 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.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹8,421 31 Jan 20 ₹9,640 31 Jan 21 ₹13,641 31 Jan 22 ₹21,564 31 Jan 23 ₹21,046 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -3.4% 3 Month -6.3% 6 Month -1.3% 1 Year -4.5% 3 Year 30.2% 5 Year 17% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Aniruddha Naha 1 Jun 21 1.59 Yr. Puneet Pal 16 Jul 22 0.46 Yr. Vivek Sharma 1 Jun 21 1.59 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 23.41% Consumer Cyclical 18.3% Financial Services 17.99% Basic Materials 9.24% Health Care 7.42% Consumer Defensive 5.51% Real Estate 3.03% Technology 3% Utility 1.4% Communication Services 1.37% Asset Allocation
Asset Class Value Cash 9.34% Equity 90.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND4% ₹314 Cr 2,272,298
↑ 250,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK4% ₹294 Cr 1,808,204 Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA4% ₹277 Cr 1,679,700
↑ 250,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹277 Cr 19,906,857
↑ 4,000,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | KAJARIACER4% ₹270 Cr 2,326,766
↑ 50,000 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN4% ₹267 Cr 860,000
↓ -45,274 SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA3% ₹241 Cr 536,509
↑ 110,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL3% ₹236 Cr 1,781,539
↑ 152,500 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | ABFRL3% ₹235 Cr 8,164,900
↑ 1,596,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD3% ₹225 Cr 4,398,000
↑ 450,000 2. Axis Mid Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 41 in Mid Cap category. Return for 2022 was -5.1% , 2021 was 39.9% and 2020 was 26% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (03 Feb 23) ₹65.41 ↑ 0.17 (0.26 %) Net Assets (Cr) ₹19,144 on 31 Dec 22 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.55 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.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹10,219 31 Jan 20 ₹12,453 31 Jan 21 ₹14,704 31 Jan 22 ₹20,357 31 Jan 23 ₹19,454 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2% 3 Month -5.2% 6 Month -2.4% 1 Year -4.2% 3 Year 16.8% 5 Year 15% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shreyash Devalkar 23 Nov 16 6.11 Yr. Vinayak Jayanath 17 Jan 23 0 Yr. Data below for Axis Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 25.01% Financial Services 16.96% Industrials 15.68% Basic Materials 12.86% Technology 6.35% Health Care 5.29% Consumer Defensive 2.73% Utility 1.56% Communication Services 1.39% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 10.46% Equity 88.96% Debt 0.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹808 Cr 11,173,735 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹803 Cr 9,018,750 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT3% ₹638 Cr 4,724,900 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL3% ₹635 Cr 19,926,931
↑ 1,263,340 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹577 Cr 1,686,694 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE3% ₹570 Cr 867,004 Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 16 | SUPREMEIND3% ₹544 Cr 2,220,325 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹510 Cr 2,596,080 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART3% ₹480 Cr 1,180,653 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹445 Cr 1,149,635 3. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 19.8% since its launch. Ranked 27 in Mid Cap category. Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (03 Feb 23) ₹50.478 ↑ 0.04 (0.07 %) Net Assets (Cr) ₹3,627 on 31 Dec 22 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 0.39 Information Ratio -0.13 Alpha Ratio 6.26 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 31 Jan 18 ₹10,000 31 Jan 19 ₹8,916 31 Jan 20 ₹10,933 31 Jan 21 ₹11,244 31 Jan 22 ₹17,553 31 Jan 23 ₹19,302 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -0.8% 3 Month -4.8% 6 Month 6.3% 1 Year 9.1% 3 Year 21.2% 5 Year 15% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Niket Shah 1 Jul 20 2.5 Yr. Ankush Sood 11 Nov 22 0.14 Yr. Rakesh Shetty 22 Nov 22 0.11 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 23.73% Industrials 15.4% Basic Materials 13.71% Financial Services 11.44% Real Estate 11.17% Health Care 4.89% Utility 3.74% Asset Allocation
Asset Class Value Cash 15.92% Equity 84.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | CGPOWER11% ₹385 Cr 14,250,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD10% ₹381 Cr 2,675,000
↑ 177,823 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA10% ₹375 Cr 1,350,000 Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 5435236% ₹227 Cr 5,500,000
↑ 162,210 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 5004255% ₹175 Cr 3,340,311
↓ -2,159,689 Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 20 | MFSL4% ₹149 Cr 2,200,000
↑ 800,000 Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD4% ₹136 Cr 2,789,884
↓ -1,762,480 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS3% ₹112 Cr 1,400,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | AUBANK3% ₹111 Cr 1,700,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR3% ₹104 Cr 525,000
↑ 11,917 4. Kotak Emerging Equity Scheme
CAGR/Annualized return of 13.5% since its launch. Ranked 12 in Mid Cap category. Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (03 Feb 23) ₹74.778 ↓ -0.05 (-0.07 %) Net Assets (Cr) ₹23,335 on 31 Dec 22 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.08 Information Ratio -0.23 Alpha Ratio 0.87 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.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹8,749 31 Jan 20 ₹10,598 31 Jan 21 ₹12,266 31 Jan 22 ₹17,651 31 Jan 23 ₹18,304 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2.6% 3 Month -2.6% 6 Month 1.8% 1 Year 3% 3 Year 20.6% 5 Year 13.4% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pankaj Tibrewal 21 Jun 10 12.54 Yr. Arjun Khanna 30 Apr 22 0.67 Yr. Data below for Kotak Emerging Equity Scheme as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 22.24% Basic Materials 21.78% Consumer Cyclical 20.63% Financial Services 12.4% Health Care 6.68% Technology 3.05% Real Estate 2.44% Consumer Defensive 2.15% Utility 0.78% Energy 0.66% Asset Allocation
Asset Class Value Cash 7.2% Equity 92.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND4% ₹987 Cr 4,026,921 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER4% ₹896 Cr 3,263,523
↑ 35,241 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS4% ₹836 Cr 1,907,191 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND3% ₹810 Cr 5,868,864
↓ -82,895 SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA3% ₹738 Cr 1,640,148
↑ 2,512 PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND3% ₹718 Cr 2,100,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹711 Cr 1,837,779
↑ 32,522 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | KAJARIACER3% ₹621 Cr 5,354,508
↑ 235,144 Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX3% ₹604 Cr 3,066,715 Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL3% ₹603 Cr 730,546
↑ 28,248 5. Invesco India Mid Cap Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 38 in Mid Cap category. Return for 2022 was 0.5% , 2021 was 43.1% and 2020 was 24.4% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (03 Feb 23) ₹87.87 ↑ 0.09 (0.10 %) Net Assets (Cr) ₹2,678 on 31 Dec 22 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio -0.2 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 31 Jan 18 ₹10,000 31 Jan 19 ₹9,292 31 Jan 20 ₹10,676 31 Jan 21 ₹12,669 31 Jan 22 ₹17,677 31 Jan 23 ₹17,620 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2.9% 3 Month -2.8% 6 Month 2.8% 1 Year -1.1% 3 Year 18.8% 5 Year 12.7% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pranav Gokhale 29 Mar 18 4.76 Yr. Data below for Invesco India Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 28.05% Financial Services 17.27% Industrials 14.85% Basic Materials 12.06% Health Care 8.7% Technology 6.81% Consumer Defensive 6.02% Real Estate 2.45% Utility 1.35% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹81 Cr 2,849,847 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT3% ₹77 Cr 567,888 Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA3% ₹76 Cr 4,080,382
↓ -279,112 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | SUNDRMFAST3% ₹70 Cr 719,571
↓ -68,132 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | BHARATFORG3% ₹68 Cr 769,012 Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 22 | ABBOTINDIA2% ₹65 Cr 30,514 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 21 | PERSISTENT2% ₹65 Cr 168,098 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK2% ₹62 Cr 692,674 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹62 Cr 1,180,613 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Sep 20 | JINDALSTEL2% ₹60 Cr 1,039,657 6. HDFC Mid-Cap Opportunities Fund
CAGR/Annualized return of 16% since its launch. Ranked 24 in Mid Cap category. Return for 2022 was 12.3% , 2021 was 39.9% and 2020 was 21.7% . HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (03 Feb 23) ₹101.18 ↓ -0.17 (-0.17 %) Net Assets (Cr) ₹35,731 on 31 Dec 22 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.49 Information Ratio -0.12 Alpha Ratio 7.58 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.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹8,725 31 Jan 20 ₹9,572 31 Jan 21 ₹11,081 31 Jan 22 ₹15,733 31 Jan 23 ₹17,362 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2.5% 3 Month -0.9% 6 Month 7% 1 Year 8.9% 3 Year 22.5% 5 Year 12.3% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 25 Jun 07 15.53 Yr. Priya Ranjan 1 May 22 0.67 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 22.75% Consumer Cyclical 22.74% Industrials 17.73% Basic Materials 10.37% Health Care 7.35% Technology 6.6% Communication Services 4.91% Consumer Defensive 1.74% Energy 1.23% Asset Allocation
Asset Class Value Cash 4.46% Equity 95.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | INDHOTEL5% ₹1,656 Cr 51,984,477 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH4% ₹1,290 Cr 29,341,608 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹1,289 Cr 128,996,567 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Nov 11 | SUNDRMFAST4% ₹1,280 Cr 13,170,204 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 15 | CHOLAFIN4% ₹1,265 Cr 17,500,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 21 | HAL3% ₹1,231 Cr 4,864,804 Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM3% ₹1,134 Cr 8,894,583 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | APOLLOTYRE3% ₹1,107 Cr 34,129,095 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND3% ₹1,044 Cr 4,897,599 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | CROMPTON3% ₹957 Cr 28,442,046 7. Edelweiss Mid Cap Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 22 in Mid Cap category. Return for 2022 was 2.4% , 2021 was 50.3% and 2020 was 26.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (03 Feb 23) ₹51.398 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹2,481 on 31 Dec 22 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.07 Information Ratio 0.05 Alpha Ratio -1.65 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 31 Jan 18 ₹10,000 31 Jan 19 ₹8,150 31 Jan 20 ₹9,483 31 Jan 21 ₹11,445 31 Jan 22 ₹16,604 31 Jan 23 ₹16,929 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2.5% 3 Month -4.8% 6 Month 1.8% 1 Year 1% 3 Year 22.1% 5 Year 11.9% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Trideep Bhattacharya 1 Oct 21 1.25 Yr. Sahil Shah 24 Dec 21 1.02 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 23.03% Industrials 22.71% Consumer Cyclical 19.17% Basic Materials 17.07% Health Care 6.77% Technology 4.13% Real Estate 2.61% Consumer Defensive 1.6% Utility 1.28% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK5% ₹128 Cr 9,187,271
↑ 1,146,361 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND5% ₹127 Cr 919,579
↑ 114,742 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB4% ₹102 Cr 3,559,914
↑ 273,998 City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB4% ₹95 Cr 5,252,862
↑ 147,919 ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB4% ₹93 Cr 345,989 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹86 Cr 222,626
↑ 44,788 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT3% ₹84 Cr 617,945 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN3% ₹74 Cr 1,027,487
↓ -159,141 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR3% ₹73 Cr 179,558
↑ 808 PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND3% ₹69 Cr 200,850 8. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 28 in Mid Cap category. Return for 2022 was 3% , 2021 was 52.2% and 2020 was 30.4% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (03 Feb 23) ₹142.634 ↓ -0.18 (-0.13 %) Net Assets (Cr) ₹8,426 on 31 Dec 22 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.06 Information Ratio 0.4 Alpha Ratio -1.24 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 31 Jan 18 ₹10,000 31 Jan 19 ₹8,297 31 Jan 20 ₹9,193 31 Jan 21 ₹11,151 31 Jan 22 ₹16,803 31 Jan 23 ₹17,104 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -1.7% 3 Month -5.2% 6 Month -0.4% 1 Year 0.4% 3 Year 23.4% 5 Year 11.9% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sohini Andani 1 Jul 10 12.51 Yr. Mohit Jain 30 Nov 17 5.09 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 33.62% Financial Services 15.27% Industrials 12.83% Basic Materials 12.8% Health Care 6.23% Consumer Defensive 4.76% Utility 4.48% Real Estate 4.41% Communication Services 0.3% Asset Allocation
Asset Class Value Cash 5.29% Equity 94.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL5% ₹429 Cr 1,400,000
↑ 50,000 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | TIINDIA5% ₹389 Cr 1,400,000
↓ -53,328 Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | PAGEIND4% ₹376 Cr 87,751
↓ -1,909 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL4% ₹337 Cr 2,594,920 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER4% ₹330 Cr 1,201,830 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Jan 22 | PGHH3% ₹291 Cr 200,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV3% ₹271 Cr 3,100,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | INDHOTEL3% ₹261 Cr 8,182,397 Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX3% ₹260 Cr 1,319,024
↑ 57,822 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN3% ₹246 Cr 3,400,000 9. TATA Mid Cap Growth Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 31 in Mid Cap category. Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (03 Feb 23) ₹240.413 ↑ 0.70 (0.29 %) Net Assets (Cr) ₹1,778 on 31 Dec 22 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.2 Information Ratio -0.72 Alpha Ratio -3.58 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 31 Jan 18 ₹10,000 31 Jan 19 ₹8,746 31 Jan 20 ₹10,397 31 Jan 21 ₹11,937 31 Jan 22 ₹16,709 31 Jan 23 ₹16,561 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -3.3% 3 Month -4% 6 Month 0.7% 1 Year -1.8% 3 Year 17.3% 5 Year 11.6% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Abhinav Sharma 30 Jun 21 1.51 Yr. Satish Mishra 30 Jun 21 1.51 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 31.79% Financial Services 19.93% Consumer Cyclical 17.11% Basic Materials 11.81% Health Care 4.9% Technology 4.69% Real Estate 3.91% Communication Services 1.62% Utility 1.5% Consumer Defensive 1.23% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB4% ₹69 Cr 2,423,056
↑ 300,000 RBL Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | RBLBANK3% ₹62 Cr 3,465,000
↑ 3,465,000 Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX3% ₹58 Cr 296,778
↑ 46,778 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND3% ₹57 Cr 166,400 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 5394373% ₹56 Cr 9,592,567 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK3% ₹56 Cr 4,000,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹52 Cr 375,000
↓ -25,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT3% ₹52 Cr 160,000 AIA Engineering Ltd (Industrials)
Equity, Since 31 Oct 13 | AIAENG3% ₹47 Cr 184,829
↑ 34,829 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 22 | ADANIPORTS3% ₹45 Cr 550,000
↑ 50,000 10. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 18 in Mid Cap category. Return for 2022 was 4.7% , 2021 was 41.5% and 2020 was 23.1% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (03 Feb 23) ₹58.8449 ↑ 0.14 (0.24 %) Net Assets (Cr) ₹1,228 on 31 Dec 22 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.05 Information Ratio -0.35 Alpha Ratio 0.36 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 31 Jan 18 ₹10,000 31 Jan 19 ₹8,244 31 Jan 20 ₹9,668 31 Jan 21 ₹11,185 31 Jan 22 ₹16,029 31 Jan 23 ₹16,331 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23 Duration Returns 1 Month -2.4% 3 Month -4.1% 6 Month 1.9% 1 Year 0% 3 Year 19.6% 5 Year 11% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Shiv Chanani 13 Jul 22 0.47 Yr. Miten Vora 1 Dec 22 0.08 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 22.67% Consumer Cyclical 19.91% Industrials 14.11% Basic Materials 9.44% Health Care 7.86% Utility 5.49% Technology 4.72% Consumer Defensive 4.05% Energy 3.44% Real Estate 2.78% Communication Services 1.37% Asset Allocation
Asset Class Value Cash 4.16% Equity 95.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TRENT4% ₹54 Cr 400,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TVSMOTOR4% ₹48 Cr 443,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB4% ₹46 Cr 1,600,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK4% ₹45 Cr 3,250,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH3% ₹37 Cr 25,706 Canara Bank (Financial Services)
Equity, Since 30 Sep 22 | CANBK3% ₹33 Cr 1,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | NTPC2% ₹28 Cr 1,695,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL2% ₹28 Cr 870,000 Coforge Ltd (Technology)
Equity, Since 30 Apr 22 | COFORGE2% ₹27 Cr 70,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN2% ₹27 Cr 372,500
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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