മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on August 4, 2026 , 91076 views

മികച്ച മിഡ് ക്യാപ്പിനായി തിരയുന്നുമ്യൂച്വൽ ഫണ്ടുകൾ 2022 ൽ നിക്ഷേപിക്കണോ? ശരി, പല നിക്ഷേപകരും ഇതിലേക്ക് ചായുന്നുനിക്ഷേപിക്കുന്നു മിഡ് ക്യാപ്സിൽ, കാരണം അവ ഭാവിയായി കണക്കാക്കപ്പെടുന്നുവിപണി നേതാക്കൾ. എപ്പോൾ ഒരുനിക്ഷേപകൻ ദീർഘകാലത്തേക്ക് മിഡ് ക്യാപ്സിൽ നിക്ഷേപിക്കുന്നു, നാളത്തെ റൺവേ വിജയങ്ങളാണെന്ന് അവർ കരുതുന്ന കമ്പനികളെയാണ് അവർ ഇഷ്ടപ്പെടുന്നത്.

പരമ്പരാഗതമായി, മിഡ്-ക്യാപ്പുകൾ സാധാരണയായി ഇടത്തരം കമ്പനികളാണ്, അവ നന്നായി പ്രവർത്തിക്കുകയും നല്ല ബിസിനസ്സ് തന്ത്രം ഉണ്ടെങ്കിൽ നാളത്തെ നേതാക്കളോ വലിയ ക്യാപ്സോ ആയി മാറുകയും ചെയ്യുന്നു (ചില രാജ്യങ്ങൾ പോലും.വിളി അവ ഭീമൻ തൊപ്പികൾ).

ശരിയായ ബിസിനസ്സ് തന്ത്രം, നിർവ്വഹണത്തിനുള്ള നല്ല മാനേജ്മെന്റ്, മാറ്റങ്ങളോട് മിടുക്ക് എന്നിവ ഉപയോഗിച്ച് മിഡ്-ക്യാപ് കമ്പനികൾ അതിവേഗം വളരും. ലാർജ് ക്യാപ്പുകളേക്കാൾ ഉയർന്ന നേട്ടം കൊയ്യാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ മിഡ് ക്യാപ്സിലേക്ക് നിക്ഷേപത്തിനായി നോക്കുന്നു, എന്നിരുന്നാലും ഇത് ഉയർന്ന റിസ്ക് (അല്ലെങ്കിൽ അസ്ഥിരത) കൊണ്ട് വരുന്നു.

മ്യൂച്വൽ ഫണ്ടുകളും ഫോറിൻ ഇൻസ്റ്റിറ്റ്യൂഷണൽ ഇൻവെസ്റ്റേഴ്‌സും (എഫ്‌ഐഐ) പോലുള്ള സ്ഥാപന നിക്ഷേപകർ ടോപ്പ് മിഡ് ക്യാപ്‌സിലും,മിഡ് ക്യാപ് ഫണ്ടുകൾ ഇക്വിറ്റി മാർക്കറ്റുകളിൽ അവരുടെ നേട്ടങ്ങൾ വർദ്ധിപ്പിക്കുന്നതിന്.

നിങ്ങൾ എന്തിന് മിഡ് ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കണം

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ മിഡ് ക്യാപ് ഫണ്ടുകളിൽ ഇവയാണ്:

ദീർഘകാല ഹോൾഡിംഗ് നൽകിയിട്ടുള്ള വലിയ തൊപ്പികളുമായി താരതമ്യപ്പെടുത്തുമ്പോൾ അവർക്ക് ശക്തമായ സമ്പത്ത് വഹിക്കാനുള്ള ശേഷിയുണ്ട്; ബുള്ളിഷ് മാർക്കറ്റുകളിലും വിപണികൾ വളരെക്കാലമായി ഉയർച്ചയിലായിരിക്കുമ്പോഴും അവ സാധാരണയായി രണ്ടാമത്തേതിനേക്കാൾ മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നു.
മിഡ് ക്യാപ് കമ്പനികൾക്ക് ലാർജ് ക്യാപ്സിനേക്കാൾ വളർച്ചയ്ക്ക് കൂടുതൽ സാധ്യതയുണ്ട്.
അത്തരം സ്ഥാപനങ്ങൾ വിപണിയിലെ പുതിയ കണ്ടുപിടിത്തങ്ങളോടും മാറ്റങ്ങളോടും വേഗത്തിൽ പ്രതികരിക്കുന്നു, കാരണം അവർ കൂടുതൽ ശ്രദ്ധ കേന്ദ്രീകരിക്കുകയും അവരുടെ ഇടത്തിൽ പ്രത്യേകം ശ്രദ്ധിക്കുകയും വേഗതയേറിയ പാദങ്ങളുള്ളവരുമാണ്.
മിഡ് ക്യാപ് ഓഹരികൾ ചാഞ്ചാട്ടത്തിൽ കുറവാണ്ചെറിയ തൊപ്പി ഓഹരികൾ.
വേഗത്തിൽ വളരാനുള്ള അവരുടെ കഴിവ് കാരണം, അവ പലപ്പോഴും മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നുവലിയ ക്യാപ് ഫണ്ടുകൾ ഒരു നീണ്ട കാലയളവിൽ.

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മിഡ്‌ക്യാപ് ഫണ്ടുകളുടെ പ്രയോജനങ്ങൾ

നമ്മൾ ദീർഘകാലത്തേക്ക് പരിഗണിക്കുകയാണെങ്കിൽമ്യൂച്വൽ ഫണ്ടുകളുടെ ചരിത്രം, പിന്നീട് മിഡ്-ക്യാപ് ഫണ്ടുകൾ സ്ഥിരമായി വലിയ ക്യാപ് ഫണ്ടുകളെ മറികടക്കുന്നു. വാസ്തവത്തിൽ, ഫണ്ടിന്റെ സ്വഭാവം തന്നെ അതിന്റെ പ്രവണത ഉടൻ മാറാൻ സാധ്യതയില്ല എന്നതാണ്.

വലിയ ക്യാപ് ഫണ്ടുകളുമായി താരതമ്യപ്പെടുത്തുമ്പോൾ മിഡ് ക്യാപ് ഫണ്ടുകൾ സ്റ്റോക്ക് മാർക്കറ്റുകളിൽ താരതമ്യേന കുറവാണ്. ഈ ഫണ്ടുകൾ ഉപയോഗിച്ച് നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപങ്ങളിൽ അതിവേഗ വളർച്ച നേടാനുള്ള വലിയ അവസരം ഇത് നൽകുന്നു.

22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 11 മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Motilal Oswal Midcap 30 Fund Growth	₹102.209 ↑ 0.27	₹37,474	9.7	9.2	0.9	19.5	22	-12.1
Invesco India Mid Cap Fund Growth	₹200 ↓ -0.43	₹13,767	8	12.2	12.6	24.7	19.5	6.3
Edelweiss Mid Cap Fund Growth	₹109.526 ↓ -0.27	₹17,748	3.7	6.1	10.9	22.1	18.2	3.8
Sundaram Mid Cap Fund Growth	₹1,521.43 ↓ -3.53	₹14,026	4.8	7	11.6	20.9	18	4.1
ICICI Prudential MidCap Fund Growth	₹343.24 ↑ 0.07	₹7,846	1.7	8.3	16.8	22.9	17.4	11.1
TATA Mid Cap Growth Fund Growth	₹465.022 ↓ -1.33	₹5,868	3.3	5.1	10.2	16.2	15	5.8
BNP Paribas Mid Cap Fund Growth	₹112.807 ↓ -0.29	₹2,513	3.1	7.3	14.3	18.2	14.9	2.5
Franklin India Prima Fund Growth	₹2,876.28 ↑ 3.73	₹12,490	5.8	5.4	6.5	17.7	14.7	1.6
Aditya Birla Sun Life Midcap Fund Growth	₹855.83 ↑ 0.92	₹6,624	5.1	8.7	10.7	17.2	14.7	4.4
SBI Magnum Mid Cap Fund Growth	₹244.037 ↓ -0.91	₹24,127	2.2	4.6	8	12.5	14.1	0.4
Axis Mid Cap Fund Growth	₹122.08 ↓ -0.47	₹33,803	4.3	8.9	9.2	17.2	13.7	1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Aug 26

Research Highlights & Commentary of 11 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	TATA Mid Cap Growth Fund	BNP Paribas Mid Cap Fund	Franklin India Prima Fund	Aditya Birla Sun Life Midcap Fund	SBI Magnum Mid Cap Fund	Axis Mid Cap Fund
Point 1	Highest AUM (₹37,474 Cr).	Lower mid AUM (₹13,767 Cr).	Upper mid AUM (₹17,748 Cr).	Upper mid AUM (₹14,026 Cr).	Lower mid AUM (₹7,846 Cr).	Bottom quartile AUM (₹5,868 Cr).	Bottom quartile AUM (₹2,513 Cr).	Lower mid AUM (₹12,490 Cr).	Bottom quartile AUM (₹6,624 Cr).	Upper mid AUM (₹24,127 Cr).	Top quartile AUM (₹33,803 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (24+ yrs).	Established history (21+ yrs).	Oldest track record among peers (32 yrs).	Established history (20+ yrs).	Established history (32+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).
Point 3	Rating: 3★ (top quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 21.95% (top quartile).	5Y return: 19.49% (top quartile).	5Y return: 18.16% (upper mid).	5Y return: 18.03% (upper mid).	5Y return: 17.43% (upper mid).	5Y return: 15.02% (lower mid).	5Y return: 14.94% (lower mid).	5Y return: 14.70% (lower mid).	5Y return: 14.70% (bottom quartile).	5Y return: 14.13% (bottom quartile).	5Y return: 13.67% (bottom quartile).
Point 6	3Y return: 19.48% (upper mid).	3Y return: 24.70% (top quartile).	3Y return: 22.14% (upper mid).	3Y return: 20.88% (upper mid).	3Y return: 22.95% (top quartile).	3Y return: 16.23% (bottom quartile).	3Y return: 18.24% (lower mid).	3Y return: 17.74% (lower mid).	3Y return: 17.24% (lower mid).	3Y return: 12.51% (bottom quartile).	3Y return: 17.23% (bottom quartile).
Point 7	1Y return: 0.88% (bottom quartile).	1Y return: 12.57% (upper mid).	1Y return: 10.86% (upper mid).	1Y return: 11.65% (upper mid).	1Y return: 16.76% (top quartile).	1Y return: 10.24% (lower mid).	1Y return: 14.26% (top quartile).	1Y return: 6.52% (bottom quartile).	1Y return: 10.69% (lower mid).	1Y return: 7.95% (bottom quartile).	1Y return: 9.18% (lower mid).
Point 8	Alpha: -14.72 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: -1.09 (lower mid).	Alpha: 0.71 (upper mid).	Alpha: 6.02 (top quartile).	Alpha: -0.52 (lower mid).	Alpha: 3.32 (top quartile).	Alpha: -6.86 (bottom quartile).	Alpha: -0.17 (lower mid).	Alpha: -3.96 (bottom quartile).	Alpha: 0.00 (upper mid).
Point 9	Sharpe: -0.71 (bottom quartile).	Sharpe: 0.19 (upper mid).	Sharpe: -0.04 (lower mid).	Sharpe: 0.06 (upper mid).	Sharpe: 0.32 (top quartile).	Sharpe: -0.01 (lower mid).	Sharpe: 0.22 (top quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.01 (upper mid).	Sharpe: -0.18 (bottom quartile).	Sharpe: -0.06 (lower mid).
Point 10	Information ratio: -0.25 (lower mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.48 (top quartile).	Information ratio: 0.32 (upper mid).	Information ratio: 0.87 (top quartile).	Information ratio: -0.66 (bottom quartile).	Information ratio: -0.21 (lower mid).	Information ratio: -0.66 (bottom quartile).	Information ratio: -0.44 (lower mid).	Information ratio: -1.40 (bottom quartile).	Information ratio: 0.00 (upper mid).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹37,474 Cr).
Established history (12+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 21.95% (top quartile).
3Y return: 19.48% (upper mid).
1Y return: 0.88% (bottom quartile).
Alpha: -14.72 (bottom quartile).
Sharpe: -0.71 (bottom quartile).
Information ratio: -0.25 (lower mid).

Invesco India Mid Cap Fund

Lower mid AUM (₹13,767 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.49% (top quartile).
3Y return: 24.70% (top quartile).
1Y return: 12.57% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.00 (upper mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.16% (upper mid).
3Y return: 22.14% (upper mid).
1Y return: 10.86% (upper mid).
Alpha: -1.09 (lower mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.48 (top quartile).

Sundaram Mid Cap Fund

Upper mid AUM (₹14,026 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.03% (upper mid).
3Y return: 20.88% (upper mid).
1Y return: 11.65% (upper mid).
Alpha: 0.71 (upper mid).
Sharpe: 0.06 (upper mid).
Information ratio: 0.32 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.43% (upper mid).
3Y return: 22.95% (top quartile).
1Y return: 16.76% (top quartile).
Alpha: 6.02 (top quartile).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,868 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.02% (lower mid).
3Y return: 16.23% (bottom quartile).
1Y return: 10.24% (lower mid).
Alpha: -0.52 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: -0.66 (bottom quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,513 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.94% (lower mid).
3Y return: 18.24% (lower mid).
1Y return: 14.26% (top quartile).
Alpha: 3.32 (top quartile).
Sharpe: 0.22 (top quartile).
Information ratio: -0.21 (lower mid).

Franklin India Prima Fund

Lower mid AUM (₹12,490 Cr).
Established history (32+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.70% (lower mid).
3Y return: 17.74% (lower mid).
1Y return: 6.52% (bottom quartile).
Alpha: -6.86 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.66 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹6,624 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.70% (bottom quartile).
3Y return: 17.24% (lower mid).
1Y return: 10.69% (lower mid).
Alpha: -0.17 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.44 (lower mid).

SBI Magnum Mid Cap Fund

Upper mid AUM (₹24,127 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.13% (bottom quartile).
3Y return: 12.51% (bottom quartile).
1Y return: 7.95% (bottom quartile).
Alpha: -3.96 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: -1.40 (bottom quartile).

Axis Mid Cap Fund

Top quartile AUM (₹33,803 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.67% (bottom quartile).
3Y return: 17.23% (bottom quartile).
1Y return: 9.18% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.06 (lower mid).
Information ratio: 0.00 (upper mid).

*മുകളിലുള്ളവരുടെ പട്ടികമിഡ് ക്യാപ് മിനിമം ഉള്ള മ്യൂച്വൽ ഫണ്ടുകൾ200 കോടി അറ്റ ആസ്തികൾ / മാനേജ്മെന്റിന് കീഴിലുള്ള അസറ്റുകൾ (AUM), ക്രമീകരിച്ചത്5 വർഷംസിഎജിആർ മടങ്ങുക.

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.

Research Highlights for Motilal Oswal Midcap 30 Fund

Highest AUM (₹37,474 Cr).
Established history (12+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 21.95% (top quartile).
3Y return: 19.48% (upper mid).
1Y return: 0.88% (bottom quartile).
Alpha: -14.72 (bottom quartile).
Sharpe: -0.71 (bottom quartile).
Information ratio: -0.25 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (06 Aug 26)	₹102.209 ↑ 0.27 (0.27 %)
Net Assets (Cr)	₹37,474 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.71
Information Ratio	-0.25
Alpha Ratio	-14.72
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 Jul 21	₹10,000
31 Jul 22	₹12,488
31 Jul 23	₹15,748
31 Jul 24	₹26,692
31 Jul 25	₹27,117
31 Jul 26	₹26,669

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 6 Aug 26

Duration	Returns
1 Month	6.8%
3 Month	9.7%
6 Month	9.2%
1 Year	0.9%
3 Year	19.5%
5 Year	22%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-12.1%
2024	57.1%
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.53 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ajay Khandelwal	1 Oct 24	1.83 Yr.
Ankit Agarwal	21 Jan 26	0.53 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	31.53%
Technology	26.25%
Industrials	15.4%
Consumer Cyclical	14.49%
Real Estate	3.1%
Communication Services	2.97%
Health Care	2.8%
Consumer Defensive	0.57%

Asset Allocation

Asset Class	Value
Cash	2.89%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	7%	₹2,751 Cr	24,100,476 ↑ 334,611
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,375 Cr	61,413,395
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,265 Cr	15,453,312 ↓ -250,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,233 Cr	84,386,866
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	6%	₹2,101 Cr	3,870,834 ↓ -160,000
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹2,056 Cr	52,459,381
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	5%	₹1,720 Cr	3,976,493 ↓ -50,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	5%	₹1,710 Cr	84,616,660
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	4%	₹1,416 Cr	13,590,867 ↑ 1,116,515
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	4%	₹1,353 Cr	3,500,830

2. 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.

Research Highlights for Invesco India Mid Cap Fund

Lower mid AUM (₹13,767 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.49% (top quartile).
3Y return: 24.70% (top quartile).
1Y return: 12.57% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Prestige Estates Projects Ltd (~7.1%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (06 Aug 26)	₹200 ↓ -0.43 (-0.21 %)
Net Assets (Cr)	₹13,767 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.19
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 Jul 21	₹10,000
31 Jul 22	₹10,219
31 Jul 23	₹12,600
31 Jul 24	₹19,551
31 Jul 25	₹21,829
31 Jul 26	₹24,059

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Aug 26

Duration	Returns
1 Month	0%
3 Month	8%
6 Month	12.2%
1 Year	12.6%
3 Year	24.7%
5 Year	19.5%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
2024	43.1%
2023	34.1%
2022	0.5%
2021	43.1%
2020	24.4%
2019	3.8%
2018	-5.3%
2017	44.3%
2016	1.1%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.73 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	28.81%
Consumer Cyclical	19.95%
Health Care	17.65%
Industrials	13.86%
Real Estate	9.67%
Technology	3.8%
Basic Materials	3.66%
Utility	1.97%

Asset Allocation

Asset Class	Value
Cash	0.63%
Equity	99.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹976 Cr	6,236,588 ↑ 939,982
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹768 Cr	23,278,440 ↑ 974,308
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹699 Cr	1,809,521
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹616 Cr	5,936,790
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	4%	₹615 Cr	31,970,414 ↑ 31,970,414
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹601 Cr	4,577,395
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹592 Cr	5,241,044
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹575 Cr	1,071,057 ↓ -115,381
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹544 Cr	20,552,364 ↓ -1,614,338
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹524 Cr	16,854,973

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.

Research Highlights for Edelweiss Mid Cap Fund

Upper mid AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.16% (upper mid).
3Y return: 22.14% (upper mid).
1Y return: 10.86% (upper mid).
Alpha: -1.09 (lower mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.48 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding The Federal Bank Ltd (~3.9%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (06 Aug 26)	₹109.526 ↓ -0.27 (-0.24 %)
Net Assets (Cr)	₹17,748 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.04
Information Ratio	0.48
Alpha Ratio	-1.09
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 Jul 21	₹10,000
31 Jul 22	₹10,533
31 Jul 23	₹12,719
31 Jul 24	₹20,245
31 Jul 25	₹20,918
31 Jul 26	₹22,844

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 6 Aug 26

Duration	Returns
1 Month	1.2%
3 Month	3.7%
6 Month	6.1%
1 Year	10.9%
3 Year	22.1%
5 Year	18.2%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.8%
2024	38.9%
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.79 Yr.
Trideep Bhattacharya	1 Oct 21	4.83 Yr.
Raj Koradia	1 Aug 24	2 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	28.47%
Industrials	15.53%
Consumer Cyclical	12.73%
Basic Materials	10.16%
Health Care	10.08%
Technology	5.07%
Consumer Defensive	4.52%
Communication Services	2.84%
Utility	2.83%
Real Estate	2.3%
Energy	1.64%

Asset Allocation

Asset Class	Value
Cash	3.82%
Equity	96.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	4%	₹687 Cr	20,823,817 ↑ 3,921,648
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹462 Cr	1,196,328
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹400 Cr	4,181,418 ↑ 128,845
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹393 Cr	4,701,724 ↑ 144,878
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹381 Cr	203,930 ↑ 6,283
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹381 Cr	1,341,342 ↓ -389,135
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| 500103	2%	₹334 Cr	8,077,656
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹316 Cr	39,695,054 ↑ 1,223,156
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹315 Cr	15,122,245 ↑ 2,484,862
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹312 Cr	1,833,465 ↑ 420,328

4. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Upper mid AUM (₹14,026 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.03% (upper mid).
3Y return: 20.88% (upper mid).
1Y return: 11.65% (upper mid).
Alpha: 0.71 (upper mid).
Sharpe: 0.06 (upper mid).
Information ratio: 0.32 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (06 Aug 26)	₹1,521.43 ↓ -3.53 (-0.23 %)
Net Assets (Cr)	₹14,026 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.06
Information Ratio	0.32
Alpha Ratio	0.71
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,653
31 Jul 23	₹13,062
31 Jul 24	₹20,403
31 Jul 25	₹20,694
31 Jul 26	₹22,756

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Sundaram 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 6 Aug 26

Duration	Returns
1 Month	2.8%
3 Month	4.8%
6 Month	7%
1 Year	11.6%
3 Year	20.9%
5 Year	18%
10 Year
15 Year
Since launch	23.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
2024	32%
2023	40.4%
2022	4.8%
2021	37.5%
2020	11.8%
2019	-0.3%
2018	-15.4%
2017	40.8%
2016	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.44 Yr.
Shalav Saket	31 Dec 25	0.58 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Industrials	19.78%
Consumer Cyclical	14.09%
Health Care	10.44%
Basic Materials	8.35%
Technology	8%
Consumer Defensive	5%
Real Estate	3.2%
Utility	2.34%
Energy	1.32%
Communication Services	1.2%

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	96.3%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹424 Cr	750,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹408 Cr	825,000 ↓ -75,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹369 Cr	11,700,000 ↑ 201,525
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹365 Cr	945,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹362 Cr	10,962,188 ↑ 562,500
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹344 Cr	1,714,153 ↑ 72,124
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jul 24 \| SUZLON	2%	₹340 Cr	57,725,000 ↑ 7,422,525
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹304 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹286 Cr	1,805,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹276 Cr	3,300,000

5. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

Lower mid AUM (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.43% (upper mid).
3Y return: 22.95% (top quartile).
1Y return: 16.76% (top quartile).
Alpha: 6.02 (top quartile).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Apar Industries Ltd (~5.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (06 Aug 26)	₹343.24 ↑ 0.07 (0.02 %)
Net Assets (Cr)	₹7,846 on 30 Jun 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.32
Information Ratio	0.87
Alpha Ratio	6.02
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,464
31 Jul 23	₹12,190
31 Jul 24	₹19,290
31 Jul 25	₹19,326
31 Jul 26	₹22,034

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 6 Aug 26

Duration	Returns
1 Month	1.2%
3 Month	1.7%
6 Month	8.3%
1 Year	16.8%
3 Year	22.9%
5 Year	17.4%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.1%
2024	27%
2023	32.8%
2022	3.1%
2021	44.8%
2020	19.1%
2019	-0.6%
2018	-10.8%
2017	42.9%
2016	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	4.09 Yr.
Sharmila D’mello	31 Jul 22	4.01 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	25.06%
Basic Materials	23.76%
Financial Services	21.74%
Consumer Cyclical	13.62%
Real Estate	5.61%
Energy	3.66%
Health Care	1.72%
Communication Services	1.42%
Technology	1.12%
Utility	0.19%

Asset Allocation

Asset Class	Value
Cash	2.1%
Equity	97.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	5%	₹430 Cr	273,711
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	5%	₹391 Cr	1,011,840
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹352 Cr	1,239,860
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹295 Cr	2,786,470
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	4%	₹287 Cr	7,283,739
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹257 Cr	1,437,425
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| 500493	3%	₹252 Cr	1,174,895
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹247 Cr	824,501
KEI Industries Ltd (Industrials) Equity, Since 30 Apr 24 \| KEI	3%	₹237 Cr	437,075
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| POLICYBZR	3%	₹229 Cr	1,408,585

6. 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.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,868 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.02% (lower mid).
3Y return: 16.23% (bottom quartile).
1Y return: 10.24% (lower mid).
Alpha: -0.52 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: -0.66 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Mankind Pharma Ltd (~3.5%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (06 Aug 26)	₹465.022 ↓ -1.33 (-0.29 %)
Net Assets (Cr)	₹5,868 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.01
Information Ratio	-0.66
Alpha Ratio	-0.52
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 Jul 21	₹10,000
31 Jul 22	₹10,445
31 Jul 23	₹12,996
31 Jul 24	₹19,883
31 Jul 25	₹18,829
31 Jul 26	₹20,252

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 6 Aug 26

Duration	Returns
1 Month	1.1%
3 Month	3.3%
6 Month	5.1%
1 Year	10.2%
3 Year	16.2%
5 Year	15%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	5.8%
2024	22.7%
2023	40.5%
2022	0.6%
2021	40%
2020	24.3%
2019	6.5%
2018	-13%
2017	49.8%
2016	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	5.4 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	28.09%
Industrials	14.59%
Consumer Cyclical	12.82%
Health Care	11.17%
Basic Materials	9.78%
Technology	9.27%
Communication Services	4.11%
Real Estate	2.84%
Consumer Defensive	2.49%
Utility	2.45%
Energy	1.21%

Asset Allocation

Asset Class	Value
Cash	0.75%
Equity	99.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	3%	₹204 Cr	800,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹198 Cr	6,000,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	3%	₹187 Cr	4,518,139 ↑ 400,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹158 Cr	1,000,000 ↑ 50,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹157 Cr	1,700,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹156 Cr	1,500,000
BSE Ltd (Financial Services) Equity, Since 28 Feb 26 \| BSE	3%	₹152 Cr	392,200
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹150 Cr	1,835,455
Marico Ltd (Consumer Defensive) Equity, Since 30 Sep 25 \| 531642	2%	₹146 Cr	1,750,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Aug 23 \| 534816	2%	₹137 Cr	3,500,000 ↑ 400,000

7. 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.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,513 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.94% (lower mid).
3Y return: 18.24% (lower mid).
1Y return: 14.26% (top quartile).
Alpha: 3.32 (top quartile).
Sharpe: 0.22 (top quartile).
Information ratio: -0.21 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharat Heavy Electricals Ltd (~3.3%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (06 Aug 26)	₹112.807 ↓ -0.29 (-0.25 %)
Net Assets (Cr)	₹2,513 on 30 Jun 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	0.22
Information Ratio	-0.21
Alpha Ratio	3.32
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 Jul 21	₹10,000
31 Jul 22	₹10,174
31 Jul 23	₹12,239
31 Jul 24	₹18,475
31 Jul 25	₹17,949
31 Jul 26	₹19,934

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 6 Aug 26

Duration	Returns
1 Month	1.7%
3 Month	3.1%
6 Month	7.3%
1 Year	14.3%
3 Year	18.2%
5 Year	14.9%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
2024	28.5%
2023	32.6%
2022	4.7%
2021	41.5%
2020	23.1%
2019	5.2%
2018	-17.5%
2017	49%
2016	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Rohan Korde	1 May 26	0.25 Yr.
Ankeet Pandya	1 Jul 26	0.08 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	25.46%
Industrials	16.17%
Consumer Cyclical	13.16%
Health Care	12.33%
Basic Materials	11.23%
Technology	6.09%
Utility	4.34%
Real Estate	2.72%
Consumer Defensive	2.11%
Energy	1.57%
Communication Services	1.16%

Asset Allocation

Asset Class	Value
Cash	2.88%
Equity	96.33%
Debt	0.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| 500103	3%	₹83 Cr	2,000,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹82 Cr	165,000 ↓ -10,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹67 Cr	19,105 ↓ -2,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	3%	₹66 Cr	2,000,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹66 Cr	85,608 ↓ -5,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	2%	₹60 Cr	740,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 543349	2%	₹60 Cr	170,466
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	2%	₹58 Cr	150,000 ↓ -18,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| POLICYBZR	2%	₹57 Cr	348,500
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| 524494	2%	₹53 Cr	311,250 ↑ 11,250

8. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

Lower mid AUM (₹12,490 Cr).
Established history (32+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.70% (lower mid).
3Y return: 17.74% (lower mid).
1Y return: 6.52% (bottom quartile).
Alpha: -6.86 (bottom quartile).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.66 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~2.7%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (06 Aug 26)	₹2,876.28 ↑ 3.73 (0.13 %)
Net Assets (Cr)	₹12,490 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.35
Information Ratio	-0.66
Alpha Ratio	-6.86
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 Jul 21	₹10,000
31 Jul 22	₹10,010
31 Jul 23	₹12,343
31 Jul 24	₹18,989
31 Jul 25	₹19,128
31 Jul 26	₹19,672

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Aug 26

Duration	Returns
1 Month	2.5%
3 Month	5.8%
6 Month	5.4%
1 Year	6.5%
3 Year	17.7%
5 Year	14.7%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1.6%
2024	31.8%
2023	36.8%
2022	2.2%
2021	32.6%
2020	17.8%
2019	3.5%
2018	-9.4%
2017	39.7%
2016	8.5%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.51 Yr.
Sandeep Manam	18 Oct 21	4.79 Yr.
Akhil Kalluri	7 Feb 22	4.48 Yr.

Data below for Franklin India Prima Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	24.17%
Industrials	17.18%
Consumer Cyclical	13.58%
Basic Materials	10.22%
Health Care	9.72%
Technology	7.6%
Real Estate	5.92%
Communication Services	3.15%
Utility	2.05%
Consumer Defensive	1.72%
Energy	0.98%

Asset Allocation

Asset Class	Value
Cash	3.73%
Equity	96.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹341 Cr	10,324,683
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹293 Cr	36,893,177
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹266 Cr	8,413,356 ↑ 1,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹262 Cr	1,029,108
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹260 Cr	6,219,684
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹256 Cr	1,175,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹255 Cr	1,631,918
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 22 \| TIINDIA	2%	₹253 Cr	836,172
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| 524494	2%	₹251 Cr	1,473,633
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹249 Cr	1,152,885

9. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Research Highlights for Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹6,624 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.70% (bottom quartile).
3Y return: 17.24% (lower mid).
1Y return: 10.69% (lower mid).
Alpha: -0.17 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: -0.44 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding The Federal Bank Ltd (~3.5%).

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund Growth
Launch Date	3 Oct 02
NAV (06 Aug 26)	₹855.83 ↑ 0.92 (0.11 %)
Net Assets (Cr)	₹6,624 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.01
Information Ratio	-0.44
Alpha Ratio	-0.17
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,579
31 Jul 23	₹12,473
31 Jul 24	₹18,472
31 Jul 25	₹18,235
31 Jul 26	₹19,555

Aditya Birla Sun Life Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Aditya Birla Sun Life 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 6 Aug 26

Duration	Returns
1 Month	1.8%
3 Month	5.1%
6 Month	8.7%
1 Year	10.7%
3 Year	17.2%
5 Year	14.7%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.4%
2024	22%
2023	39.9%
2022	-5.3%
2021	50.4%
2020	15.5%
2019	-3.7%
2018	-16%
2017	44.8%
2016	5.7%

Fund Manager information for Aditya Birla Sun Life Midcap Fund

Name	Since	Tenure
Vishal Gajwani	31 Oct 24	1.75 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	27.13%
Industrials	18.08%
Consumer Cyclical	14.01%
Basic Materials	12.77%
Health Care	9.12%
Technology	6.96%
Real Estate	4.03%
Consumer Defensive	2.89%
Utility	2.4%

Asset Allocation

Asset Class	Value
Cash	2.59%
Equity	97.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| FEDERALBNK	4%	₹232 Cr	7,043,431
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	3%	₹229 Cr	11,343,440 ↑ 1,485,910
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	3%	₹205 Cr	398,277 ↓ -16,597
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| 540611	3%	₹201 Cr	1,940,849
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹187 Cr	342,940
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| 500271	3%	₹182 Cr	1,151,200 ↓ -74,365
Ajanta Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 532331	2%	₹162 Cr	473,984 ↑ 67,694
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	2%	₹161 Cr	901,080 ↑ 28,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jan 25 \| NAVINFLUOR	2%	₹157 Cr	204,519
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 19 \| 532779	2%	₹156 Cr	1,100,000

10. 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.

Research Highlights for SBI Magnum Mid Cap Fund

Upper mid AUM (₹24,127 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.13% (bottom quartile).
3Y return: 12.51% (bottom quartile).
1Y return: 7.95% (bottom quartile).
Alpha: -3.96 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: -1.40 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Government.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Torrent Power Ltd (~2.9%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (06 Aug 26)	₹244.037 ↓ -0.91 (-0.37 %)
Net Assets (Cr)	₹24,127 on 30 Jun 26
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.18
Information Ratio	-1.4
Alpha Ratio	-3.96
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 Jul 21	₹10,000
31 Jul 22	₹11,270
31 Jul 23	₹13,795
31 Jul 24	₹19,117
31 Jul 25	₹18,412
31 Jul 26	₹19,339

SBI Magnum Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 6 Aug 26

Duration	Returns
1 Month	0.8%
3 Month	2.2%
6 Month	4.6%
1 Year	8%
3 Year	12.5%
5 Year	14.1%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.4%
2024	20.3%
2023	34.5%
2022	3%
2021	52.2%
2020	30.4%
2019	0.1%
2018	-18%
2017	33.5%
2016	5%

Fund Manager information for SBI Magnum Mid Cap Fund

Name	Since	Tenure
Bhavin Vithlani	1 Apr 24	2.33 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	25.38%
Industrials	18.61%
Basic Materials	12.09%
Consumer Cyclical	11.17%
Health Care	9.4%
Utility	7.3%
Technology	4.4%
Consumer Defensive	3.8%
Real Estate	3.6%
Communication Services	1.53%
Energy	0.8%

Asset Allocation

Asset Class	Value
Cash	1.81%
Equity	98.07%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| 532779	3%	₹707 Cr	5,000,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 25 \| 500103	3%	₹704 Cr	17,000,000 ↓ -420,252
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	3%	₹689 Cr	1,688,968 ↑ 21,082
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Oct 25 \| ADANIENSOL	3%	₹686 Cr	4,600,000 ↓ -355,582
AIA Engineering Ltd (Industrials) Equity, Since 30 Apr 24 \| AIAENG	3%	₹661 Cr	1,300,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	3%	₹652 Cr	15,598,584
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 25 \| ICICIGI	3%	₹644 Cr	3,700,000 ↑ 1,000,000
Grindwell Norton Ltd (Industrials) Equity, Since 31 Oct 22 \| 506076	3%	₹635 Cr	2,929,497
Supreme Industries Ltd (Industrials) Equity, Since 31 Dec 25 \| 509930	3%	₹632 Cr	2,000,000 ↑ 200,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Nov 24 \| 500387	3%	₹631 Cr	250,000

11. 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.

Research Highlights for Axis Mid Cap Fund

Top quartile AUM (₹33,803 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.67% (bottom quartile).
3Y return: 17.23% (bottom quartile).
1Y return: 9.18% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.06 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty July 2026 Future (~6.5%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (06 Aug 26)	₹122.08 ↓ -0.47 (-0.38 %)
Net Assets (Cr)	₹33,803 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	-0.06
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 Jul 21	₹10,000
31 Jul 22	₹10,416
31 Jul 23	₹11,996
31 Jul 24	₹17,557
31 Jul 25	₹17,727
31 Jul 26	₹18,987

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 6 Aug 26

Duration	Returns
1 Month	1.7%
3 Month	4.3%
6 Month	8.9%
1 Year	9.2%
3 Year	17.2%
5 Year	13.7%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1%
2024	30%
2023	29.6%
2022	-5.1%
2021	39.9%
2020	26%
2019	11.3%
2018	3.5%
2017	42%
2016	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.69 Yr.
Nitin Arora	3 Aug 23	2.99 Yr.
Krishnaa N	1 Mar 24	2.42 Yr.

Data below for Axis Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.28%
Financial Services	17.48%
Industrials	17.48%
Health Care	10.56%
Basic Materials	7.34%
Technology	4.46%
Real Estate	2.58%
Consumer Defensive	2.31%
Communication Services	2.11%
Utility	1.29%
Energy	0.93%

Asset Allocation

Asset Class	Value
Cash	6.54%
Equity	93.31%
Debt	0.15%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty July 2026 Future - \| -	6%	₹2,192 Cr	912,795 ↑ 912,795
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,437 Cr	43,536,421
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	4%	₹1,198 Cr	12,522,385
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹908 Cr	1,836,908 ↓ -13,258
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	2%	₹820 Cr	522,756
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹737 Cr	10,324,632
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹698 Cr	3,580,468
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Jun 23 \| SOLARINDS	2%	₹696 Cr	372,310
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| SCHAEFFLER	2%	₹684 Cr	1,633,472 ↓ -130,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹681 Cr	4,005,425

മിഡ്-ക്യാപ് ഫണ്ടുകൾ തിരഞ്ഞെടുക്കുമ്പോൾ ശ്രദ്ധിക്കേണ്ട പാരാമീറ്ററുകൾ

നിക്ഷേപിക്കുന്നതിന് ശരിയായ ഫണ്ട് തിരഞ്ഞെടുക്കുമ്പോൾ നിക്ഷേപകർ ശ്രദ്ധിക്കേണ്ട ചില പ്രധാന ഗുണപരവും അളവ്പരവുമായ ഘടകങ്ങളുണ്ട്. പദ്ധതി അല്ലെങ്കിൽ മ്യൂച്വൽഫണ്ട് റേറ്റിംഗ് ആരംഭിക്കുന്നത് നല്ലതായിരിക്കണം. AUM (അസറ്റ് അണ്ടർ മാനേജ്‌മെന്റ്), ഫണ്ടിന്റെ പ്രായം, മുൻകാല റിട്ടേണുകൾ, ചെലവ് അനുപാതം മുതലായവ പോലുള്ള മറ്റ് ഡാറ്റയ്‌ക്കൊപ്പം ഇത് അനുബന്ധമായി നൽകേണ്ടതുണ്ട്. കൂടാതെ, ഒരു ഫണ്ടിന്റെ കഴിഞ്ഞ മൂന്ന് വർഷത്തെ പ്രകടനം പരിശോധിക്കാൻ നിക്ഷേപകരോട് നിർദ്ദേശിക്കുന്നു. ഒരു ഫണ്ടിന് 100 കോടി രൂപയിലധികം അറ്റ ആസ്തി ഉണ്ടായിരിക്കണം കൂടാതെ കഴിഞ്ഞ ഒരു വർഷമായി മിഡ് ക്യാപ് സ്റ്റോക്കുകൾക്ക് 50 ശതമാനത്തിൽ കൂടുതൽ ശരാശരി അലോക്കേഷൻ ഉണ്ടായിരിക്കണം. കൂടാതെ, നിക്ഷേപകർ ഫണ്ടുകളുടെ ചെലവ് അനുപാതവും പരിശോധിക്കണം, എന്നിരുന്നാലും, ഇത് ഫണ്ട് പ്രകടനം പോലുള്ള മറ്റ് പ്രധാന ഘടകങ്ങളെ അസാധുവാക്കരുത്.

ഫണ്ട് മാനേജരുടെ ട്രാക്ക് റെക്കോർഡും നിക്ഷേപ പ്രക്രിയയും പോലെയുള്ള മറ്റ് ഗുണപരമായ ഘടകങ്ങളെ അധികമായി പരിശോധിക്കാൻ നിക്ഷേപകർ നിർദ്ദേശിക്കുന്നു. സാമ്പത്തിക വിപണികളിൽ ശക്തമായ സാന്നിധ്യമുള്ള ഫണ്ട് ഹൗസുകളെ തിരിച്ചറിയുകയും ദീർഘവും സ്ഥിരതയുള്ളതുമായ ട്രാക്ക് റെക്കോർഡുള്ള ഫണ്ടുകൾ നൽകുകയും ചെയ്യുക. നിങ്ങളുടെ പണം നിക്ഷേപിക്കുന്നതിന് നിങ്ങൾക്ക് വിശ്വാസമുള്ള ഫണ്ട് ഹൗസ് തിരഞ്ഞെടുക്കണം. എത്ര ഫണ്ടുകൾ മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നുവെന്നും ഒന്ന് കാണണം. ധാരാളം നല്ല പ്രകടനം നടത്തുന്ന ഫണ്ടുകൾ ഉള്ളത് ഫണ്ട് ഹൗസിന്റെ മൊത്തത്തിലുള്ള തന്ത്രം നല്ല ക്രമത്തിലാണ് എന്നാണ് അർത്ഥമാക്കുന്നത്.

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മിഡ്-ക്യാപ് ഫണ്ടുകൾ ഉപയോഗിച്ച് പോകുന്നത് ഒരാളുടെ നിക്ഷേപ പോർട്ട്‌ഫോളിയോയ്ക്ക് അവർക്ക് നൽകാനാകുന്ന വരുമാനം കണക്കിലെടുത്ത് പ്രതിഫലദായകമാണ്. മിഡ്-ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുമ്പോൾ, നിക്ഷേപകർ എക്സ്പോഷർ ഒപ്റ്റിമൽ ലെവലിൽ നിലനിർത്തുന്നത് നല്ലതാണ്, കാരണം മിഡ്-ക്യാപ് ഉയർന്ന റിസ്ക് റിട്ടേൺ ഫണ്ടുകളാണ്.

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