മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on October 29, 2026 , 91345 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	₹96.3124 ↓ -0.69	₹40,208	-3.6	5.9	-8.5	15.8	17.4	-12.1
Invesco India Mid Cap Fund Growth	₹183.52 ↓ -0.87	₹15,749	-7.1	2.6	-1.6	20.3	15.9	6.3
Edelweiss Mid Cap Fund Growth	₹100.296 ↓ -0.96	₹19,230	-7.3	-2.6	-3.2	17.4	14.7	3.8
Sundaram Mid Cap Fund Growth	₹1,366.6 ↓ -14.05	₹13,854	-9.2	-3.5	-5.4	15.4	14.1	4.1
ICICI Prudential MidCap Fund Growth	₹310.92 ↓ -3.10	₹7,961	-7.3	-5.6	0.1	18.4	13.8	11.1
BNP Paribas Mid Cap Fund Growth	₹103.028 ↓ -0.88	₹2,503	-7.1	-3.3	-0.6	13.7	11.8	2.5
TATA Mid Cap Growth Fund Growth	₹426.528 ↓ -4.32	₹5,860	-7.5	-3.1	-3.8	12.1	11.8	5.8
Aditya Birla Sun Life Midcap Fund Growth	₹777.85 ↓ -5.87	₹6,550	-7.3	-2	-3.3	12.4	10.7	4.4
Axis Mid Cap Fund Growth	₹115.93 ↓ -0.49	₹33,528	-3.6	1.3	0.3	14.9	10.7	1
Franklin India Prima Fund Growth	₹2,557.59 ↓ -29.48	₹12,156	-9.6	-3.7	-9.1	12.6	10.6	1.6
SBI Magnum Mid Cap Fund Growth	₹220.559 ↓ -2.39	₹23,282	-9	-5.5	-5.8	8	10.2	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 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	BNP Paribas Mid Cap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund	Axis Mid Cap Fund	Franklin India Prima Fund	SBI Magnum Mid Cap Fund
Point 1	Highest AUM (₹40,208 Cr).	Upper mid AUM (₹15,749 Cr).	Upper mid AUM (₹19,230 Cr).	Lower mid AUM (₹13,854 Cr).	Lower mid AUM (₹7,961 Cr).	Bottom quartile AUM (₹2,503 Cr).	Bottom quartile AUM (₹5,860 Cr).	Bottom quartile AUM (₹6,550 Cr).	Top quartile AUM (₹33,528 Cr).	Lower mid AUM (₹12,156 Cr).	Upper mid AUM (₹23,282 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (24+ yrs).	Established history (22+ yrs).	Established history (20+ yrs).	Established history (32+ yrs).	Established history (24+ yrs).	Established history (15+ yrs).	Oldest track record among peers (32 yrs).	Established history (21+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (top quartile).	Rating: 2★ (lower mid).	Rating: 3★ (lower mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: 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.	Risk profile: Moderately High.
Point 5	5Y return: 17.38% (top quartile).	5Y return: 15.90% (top quartile).	5Y return: 14.72% (upper mid).	5Y return: 14.09% (upper mid).	5Y return: 13.84% (upper mid).	5Y return: 11.84% (lower mid).	5Y return: 11.80% (lower mid).	5Y return: 10.70% (lower mid).	5Y return: 10.66% (bottom quartile).	5Y return: 10.61% (bottom quartile).	5Y return: 10.22% (bottom quartile).
Point 6	3Y return: 15.85% (upper mid).	3Y return: 20.32% (top quartile).	3Y return: 17.45% (upper mid).	3Y return: 15.44% (upper mid).	3Y return: 18.41% (top quartile).	3Y return: 13.69% (lower mid).	3Y return: 12.11% (bottom quartile).	3Y return: 12.37% (bottom quartile).	3Y return: 14.89% (lower mid).	3Y return: 12.56% (lower mid).	3Y return: 8.03% (bottom quartile).
Point 7	1Y return: -8.47% (bottom quartile).	1Y return: -1.61% (upper mid).	1Y return: -3.17% (upper mid).	1Y return: -5.37% (lower mid).	1Y return: 0.12% (top quartile).	1Y return: -0.65% (upper mid).	1Y return: -3.83% (lower mid).	1Y return: -3.34% (lower mid).	1Y return: 0.29% (top quartile).	1Y return: -9.12% (bottom quartile).	1Y return: -5.76% (bottom quartile).
Point 8	Alpha: -3.81 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.22 (upper mid).	Alpha: -1.10 (lower mid).	Alpha: 7.02 (top quartile).	Alpha: 1.29 (top quartile).	Alpha: -1.28 (lower mid).	Alpha: 1.18 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -4.52 (bottom quartile).	Alpha: -1.73 (bottom quartile).
Point 9	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.17 (top quartile).	Sharpe: 0.06 (upper mid).	Sharpe: 0.00 (lower mid).	Sharpe: 0.38 (top quartile).	Sharpe: 0.12 (upper mid).	Sharpe: -0.02 (lower mid).	Sharpe: 0.11 (upper mid).	Sharpe: 0.05 (lower mid).	Sharpe: -0.18 (bottom quartile).	Sharpe: -0.04 (bottom quartile).
Point 10	Information ratio: 0.24 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.96 (top quartile).	Information ratio: 0.52 (upper mid).	Information ratio: 1.25 (top quartile).	Information ratio: -0.02 (lower mid).	Information ratio: -0.43 (bottom quartile).	Information ratio: -0.23 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -0.11 (lower mid).	Information ratio: -0.99 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.38% (top quartile).
3Y return: 15.85% (upper mid).
1Y return: -8.47% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (upper mid).

Invesco India Mid Cap Fund

Upper mid AUM (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.90% (top quartile).
3Y return: 20.32% (top quartile).
1Y return: -1.61% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.17 (top quartile).
Information ratio: 0.00 (upper mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.72% (upper mid).
3Y return: 17.45% (upper mid).
1Y return: -3.17% (upper mid).
Alpha: 0.22 (upper mid).
Sharpe: 0.06 (upper mid).
Information ratio: 0.96 (top quartile).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,854 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.09% (upper mid).
3Y return: 15.44% (upper mid).
1Y return: -5.37% (lower mid).
Alpha: -1.10 (lower mid).
Sharpe: 0.00 (lower mid).
Information ratio: 0.52 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹7,961 Cr).
Established history (22+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.84% (upper mid).
3Y return: 18.41% (top quartile).
1Y return: 0.12% (top quartile).
Alpha: 7.02 (top quartile).
Sharpe: 0.38 (top quartile).
Information ratio: 1.25 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,503 Cr).
Established history (20+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 11.84% (lower mid).
3Y return: 13.69% (lower mid).
1Y return: -0.65% (upper mid).
Alpha: 1.29 (top quartile).
Sharpe: 0.12 (upper mid).
Information ratio: -0.02 (lower mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,860 Cr).
Established history (32+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.80% (lower mid).
3Y return: 12.11% (bottom quartile).
1Y return: -3.83% (lower mid).
Alpha: -1.28 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: -0.43 (bottom quartile).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹6,550 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.70% (lower mid).
3Y return: 12.37% (bottom quartile).
1Y return: -3.34% (lower mid).
Alpha: 1.18 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: -0.23 (bottom quartile).

Axis Mid Cap Fund

Top quartile AUM (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.66% (bottom quartile).
3Y return: 14.89% (lower mid).
1Y return: 0.29% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (lower mid).

Franklin India Prima Fund

Lower mid AUM (₹12,156 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.61% (bottom quartile).
3Y return: 12.56% (lower mid).
1Y return: -9.12% (bottom quartile).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: -0.11 (lower mid).

SBI Magnum Mid Cap Fund

Upper mid AUM (₹23,282 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.22% (bottom quartile).
3Y return: 8.03% (bottom quartile).
1Y return: -5.76% (bottom quartile).
Alpha: -1.73 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.99 (bottom quartile).

*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 (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.38% (top quartile).
3Y return: 15.85% (upper mid).
1Y return: -8.47% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding One97 Communications Ltd (~8.6%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (30 Oct 26)	₹96.3124 ↓ -0.69 (-0.71 %)
Net Assets (Cr)	₹40,208 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.12
Information Ratio	0.24
Alpha Ratio	-3.81
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 Oct 21	₹10,000
31 Oct 22	₹12,115
31 Oct 23	₹14,343
31 Oct 24	₹23,825
31 Oct 25	₹24,071
31 Oct 26	₹22,285

Motilal Oswal Midcap 30 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 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 30 Oct 26

Duration	Returns
1 Month	-2.6%
3 Month	-3.6%
6 Month	5.9%
1 Year	-8.5%
3 Year	15.8%
5 Year	17.4%
10 Year
15 Year
Since launch	19.6%

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	0.69 Yr.
Swapnil Mayekar	18 Nov 25	0.87 Yr.
Ajay Khandelwal	1 Oct 24	2 Yr.
Ankit Agarwal	21 Jan 26	0.69 Yr.
Rakesh Shetty	22 Nov 22	3.86 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	29.58%
Financial Services	25.87%
Consumer Cyclical	16.95%
Industrials	12.25%
Health Care	4.27%
Communication Services	2.23%
Real Estate	2.2%
Energy	0.87%
Consumer Defensive	0.59%

Asset Allocation

Asset Class	Value
Cash	5.19%
Equity	94.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	9%	₹3,475 Cr	20,708,902 ↓ -1,921,574
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,208 Cr	58,000,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	7%	₹2,700 Cr	84,386,866
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	5%	₹2,184 Cr	12,488,926
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,865 Cr	49,000,000 ↓ -2,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	4%	₹1,782 Cr	3,375,000
Sterlite Technologies Ltd (Technology) Equity, Since 30 Jun 26 \| STLTECH	4%	₹1,768 Cr	19,426,538
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,715 Cr	3,850,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,505 Cr	4,558,659 ↑ 240,367
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,409 Cr	76,595,094

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

Upper mid AUM (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.90% (top quartile).
3Y return: 20.32% (top quartile).
1Y return: -1.61% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.17 (top quartile).
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 (~7.3%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (30 Oct 26)	₹183.52 ↓ -0.87 (-0.47 %)
Net Assets (Cr)	₹15,749 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.17
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 Oct 21	₹10,000
31 Oct 22	₹10,224
31 Oct 23	₹11,975
31 Oct 24	₹18,529
31 Oct 25	₹21,085
31 Oct 26	₹20,912

Invesco India Mid Cap 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 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 30 Oct 26

Duration	Returns
1 Month	-3.3%
3 Month	-7.1%
6 Month	2.6%
1 Year	-1.6%
3 Year	20.3%
5 Year	15.9%
10 Year
15 Year
Since launch	16.1%

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	2.9 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.48%
Health Care	24.23%
Consumer Cyclical	18.26%
Industrials	14.85%
Real Estate	9.38%
Basic Materials	3.38%
Utility	1.83%
Technology	1.35%

Asset Allocation

Asset Class	Value
Cash	1.23%
Equity	98.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹1,154 Cr	7,790,653 ↑ 709,125
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	7%	₹1,136 Cr	12,218,168 ↑ 2,291,941
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	5%	₹853 Cr	37,475,229
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹846 Cr	26,659,590
Manipal Health Enterprises Ltd (Healthcare) Equity, Since 31 Jul 26 \| MANIPALHOS	4%	₹700 Cr	9,878,758
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹651 Cr	20,352,364
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹625 Cr	4,577,395
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹616 Cr	23,237,815 ↑ 3,585,524
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹600 Cr	5,936,790
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹552 Cr	6,129,063

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 (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.72% (upper mid).
3Y return: 17.45% (upper mid).
1Y return: -3.17% (upper mid).
Alpha: 0.22 (upper mid).
Sharpe: 0.06 (upper mid).
Information ratio: 0.96 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding The Federal Bank Ltd (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (30 Oct 26)	₹100.296 ↓ -0.96 (-0.94 %)
Net Assets (Cr)	₹19,230 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.68
Sharpe Ratio	0.06
Information Ratio	0.96
Alpha Ratio	0.22
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 Oct 21	₹10,000
31 Oct 22	₹10,600
31 Oct 23	₹12,289
31 Oct 24	₹19,332
31 Oct 25	₹20,450
31 Oct 26	₹19,866

Edelweiss 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 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 30 Oct 26

Duration	Returns
1 Month	-3.3%
3 Month	-7.3%
6 Month	-2.6%
1 Year	-3.2%
3 Year	17.4%
5 Year	14.7%
10 Year
15 Year
Since launch	13%

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	1.96 Yr.
Trideep Bhattacharya	1 Oct 21	5 Yr.
Mehul Dalmia	3 Aug 26	0.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.3%
Consumer Cyclical	16.4%
Industrials	13.61%
Basic Materials	9.75%
Health Care	9.45%
Technology	7.92%
Consumer Defensive	4.1%
Real Estate	3.86%
Communication Services	3.09%
Utility	2.15%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	97.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹588 Cr	18,517,679 ↓ -2,306,138
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹519 Cr	1,571,687
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹402 Cr	203,930
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹388 Cr	17,152,756
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹383 Cr	724,918
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹381 Cr	2,179,829
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹370 Cr	1,196,328
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹370 Cr	4,701,724
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹353 Cr	1,833,465
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| RADICO	2%	₹331 Cr	757,467

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

Lower mid AUM (₹13,854 Cr).
Established history (24+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.09% (upper mid).
3Y return: 15.44% (upper mid).
1Y return: -5.37% (lower mid).
Alpha: -1.10 (lower mid).
Sharpe: 0.00 (lower mid).
Information ratio: 0.52 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Mahindra & Mahindra Financial Services Ltd (~2.7%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (30 Oct 26)	₹1,366.6 ↓ -14.05 (-1.02 %)
Net Assets (Cr)	₹13,854 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.01
Information Ratio	0.52
Alpha Ratio	-1.1
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 Oct 21	₹10,000
31 Oct 22	₹10,606
31 Oct 23	₹12,593
31 Oct 24	₹19,161
31 Oct 25	₹20,330
31 Oct 26	₹19,332

Sundaram 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 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 30 Oct 26

Duration	Returns
1 Month	-3.4%
3 Month	-9.2%
6 Month	-3.5%
1 Year	-5.4%
3 Year	15.4%
5 Year	14.1%
10 Year
15 Year
Since launch	22.5%

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	5.6 Yr.
Shalav Saket	31 Dec 25	0.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	22.28%
Industrials	17.83%
Consumer Cyclical	16.96%
Health Care	10.26%
Technology	8.85%
Basic Materials	7.76%
Consumer Defensive	3.67%
Real Estate	2.94%
Utility	2.1%
Communication Services	1.8%
Energy	1.19%

Asset Allocation

Asset Class	Value
Cash	4.31%
Equity	95.64%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹380 Cr	11,700,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹357 Cr	6,450,835
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	2%	₹332 Cr	697,000 ↓ -25,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹327 Cr	10,300,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹312 Cr	38,278,844
Thermax Ltd (Industrials) Equity, Since 31 Mar 26 \| THERMAX	2%	₹305 Cr	900,000 ↑ 223,890
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	2%	₹280 Cr	1,600,000 ↓ -80,000
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| SONACOMS	2%	₹280 Cr	3,370,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jan 25 \| 503100	2%	₹271 Cr	1,400,000
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹264 Cr	1,503,352 ↓ -231,801

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 (₹7,961 Cr).
Established history (22+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.84% (upper mid).
3Y return: 18.41% (top quartile).
1Y return: 0.12% (top quartile).
Alpha: 7.02 (top quartile).
Sharpe: 0.38 (top quartile).
Information ratio: 1.25 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Apar Industries Ltd (~6.0%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (30 Oct 26)	₹310.92 ↓ -3.10 (-0.99 %)
Net Assets (Cr)	₹7,961 on 30 Sep 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.87
Sharpe Ratio	0.38
Information Ratio	1.25
Alpha Ratio	7.02
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 Oct 21	₹10,000
31 Oct 22	₹10,386
31 Oct 23	₹11,480
31 Oct 24	₹17,408
31 Oct 25	₹18,974
31 Oct 26	₹19,122

ICICI Prudential MidCap 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 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 30 Oct 26

Duration	Returns
1 Month	-5.1%
3 Month	-7.3%
6 Month	-5.6%
1 Year	0.1%
3 Year	18.4%
5 Year	13.8%
10 Year
15 Year
Since launch	16.9%

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	4.25 Yr.
Sharmila D'Silva	31 Jul 22	4.17 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	26.44%
Basic Materials	25.29%
Financial Services	20.24%
Consumer Cyclical	10.77%
Energy	5.43%
Real Estate	5.2%
Health Care	2.4%
Technology	1.35%
Communication Services	0.83%
Utility	0.01%

Asset Allocation

Asset Class	Value
Cash	2.05%
Equity	97.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	6%	₹476 Cr	273,711
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	5%	₹432 Cr	12,339,597 ↑ 2,000,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹432 Cr	1,309,860
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹316 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹315 Cr	1,437,425
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹313 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹232 Cr	3,106,731
Bharat Forge Ltd (Industrials) Equity, Since 31 May 23 \| 500493	3%	₹226 Cr	1,174,895
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹226 Cr	824,501
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| POLICYBZR	3%	₹214 Cr	2,008,585 ↑ 600,000

6. 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 (₹2,503 Cr).
Established history (20+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 11.84% (lower mid).
3Y return: 13.69% (lower mid).
1Y return: -0.65% (upper mid).
Alpha: 1.29 (top quartile).
Sharpe: 0.12 (upper mid).
Information ratio: -0.02 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
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 (30 Oct 26)	₹103.028 ↓ -0.88 (-0.84 %)
Net Assets (Cr)	₹2,503 on 30 Sep 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	0.12
Information Ratio	-0.02
Alpha Ratio	1.29
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 Oct 21	₹10,000
31 Oct 22	₹10,344
31 Oct 23	₹11,912
31 Oct 24	₹17,206
31 Oct 25	₹17,594
31 Oct 26	₹17,501

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 30 Oct 26

Duration	Returns
1 Month	-2.9%
3 Month	-7.1%
6 Month	-3.3%
1 Year	-0.6%
3 Year	13.7%
5 Year	11.8%
10 Year
15 Year
Since launch	12.1%

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	0.42 Yr.
Ankeet Pandya	1 Jul 26	0.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.51%
Industrials	16.48%
Health Care	12.1%
Consumer Cyclical	11.78%
Technology	10.46%
Basic Materials	8.24%
Utility	3.64%
Real Estate	2.91%
Consumer Defensive	1.84%
Energy	1.82%
Communication Services	1.17%

Asset Allocation

Asset Class	Value
Cash	2.06%
Equity	97.94%

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
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	2%	₹56 Cr	700,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| 524494	2%	₹56 Cr	290,000 ↓ -10,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 543349	2%	₹54 Cr	163,666
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹53 Cr	125,000 ↓ -40,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 30 Sep 25 \| UJJIVANSFB	2%	₹49 Cr	7,306,567 ↑ 250,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Oct 22 \| 503100	2%	₹48 Cr	250,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 25 \| PAYTM	2%	₹48 Cr	287,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	2%	₹48 Cr	145,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 24 \| HINDPETRO	2%	₹46 Cr	1,300,000 ↑ 50,000

7. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,860 Cr).
Established history (32+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.80% (lower mid).
3Y return: 12.11% (bottom quartile).
1Y return: -3.83% (lower mid).
Alpha: -1.28 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: -0.43 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Mankind Pharma Ltd (~3.4%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (30 Oct 26)	₹426.528 ↓ -4.32 (-1.00 %)
Net Assets (Cr)	₹5,860 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.85
Sharpe Ratio	-0.02
Information Ratio	-0.43
Alpha Ratio	-1.28
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 Oct 21	₹10,000
31 Oct 22	₹10,186
31 Oct 23	₹12,435
31 Oct 24	₹17,639
31 Oct 25	₹18,118
31 Oct 26	₹17,470

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 30 Oct 26

Duration	Returns
1 Month	-3%
3 Month	-7.5%
6 Month	-3.1%
1 Year	-3.8%
3 Year	12.1%
5 Year	11.8%
10 Year
15 Year
Since launch	12.3%

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	5.57 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.18%
Health Care	12.62%
Industrials	12.16%
Consumer Cyclical	11.94%
Basic Materials	10.45%
Technology	10.42%
Communication Services	4.9%
Real Estate	2.83%
Consumer Defensive	2.55%
Energy	2.11%
Utility	1.27%

Asset Allocation

Asset Class	Value
Cash	2.58%
Equity	97.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	3%	₹200 Cr	800,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	3%	₹188 Cr	4,518,139
One97 Communications Ltd (Technology) Equity, Since 31 Dec 25 \| PAYTM	3%	₹185 Cr	1,100,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 26 \| MCX	3%	₹173 Cr	525,000 ↑ 25,000
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	3%	₹172 Cr	6,500,000 ↑ 1,000,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹172 Cr	1,700,000 ↑ 200,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹171 Cr	1,900,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹165 Cr	1,200,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jan 25 \| MAXHEALTH	3%	₹161 Cr	1,736,257 ↑ 236,257
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹159 Cr	5,000,000

8. 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 (₹6,550 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.70% (lower mid).
3Y return: 12.37% (bottom quartile).
1Y return: -3.34% (lower mid).
Alpha: 1.18 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: -0.23 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.0%).

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 (30 Oct 26)	₹777.85 ↓ -5.87 (-0.75 %)
Net Assets (Cr)	₹6,550 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.11
Information Ratio	-0.23
Alpha Ratio	1.18
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 Oct 21	₹10,000
31 Oct 22	₹9,948
31 Oct 23	₹11,682
31 Oct 24	₹16,834
31 Oct 25	₹17,125
31 Oct 26	₹16,624

Aditya Birla Sun Life Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 30 Oct 26

Duration	Returns
1 Month	-4.2%
3 Month	-7.3%
6 Month	-2%
1 Year	-3.3%
3 Year	12.4%
5 Year	10.7%
10 Year
15 Year
Since launch	19.8%

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	1.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.22%
Industrials	19.08%
Basic Materials	12.42%
Health Care	12.37%
Consumer Cyclical	12.16%
Technology	7.08%
Consumer Defensive	4.36%
Real Estate	3.33%
Utility	1.56%

Asset Allocation

Asset Class	Value
Cash	1.57%
Equity	98.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| FEDERALBNK	3%	₹199 Cr	6,263,520 ↓ -393,020
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	3%	₹197 Cr	901,080
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| 540611	3%	₹196 Cr	1,940,849
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	3%	₹188 Cr	10,223,440
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹174 Cr	342,940
Ajanta Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 532331	3%	₹172 Cr	473,984
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jan 25 \| NAVINFLUOR	3%	₹169 Cr	204,519
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| 500271	2%	₹158 Cr	1,151,200
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	2%	₹147 Cr	434,194
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 24 \| PRESTIGE	2%	₹136 Cr	916,888

9. 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 (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.66% (bottom quartile).
3Y return: 14.89% (lower mid).
1Y return: 0.29% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~90%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~4.0%).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (30 Oct 26)	₹115.93 ↓ -0.49 (-0.42 %)
Net Assets (Cr)	₹33,528 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	0.05
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 Oct 21	₹10,000
31 Oct 22	₹9,801
31 Oct 23	₹10,915
31 Oct 24	₹15,676
31 Oct 25	₹16,428
31 Oct 26	₹16,597

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 30 Oct 26

Duration	Returns
1 Month	-1%
3 Month	-3.6%
6 Month	1.3%
1 Year	0.3%
3 Year	14.9%
5 Year	10.7%
10 Year
15 Year
Since launch	16.9%

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	9.86 Yr.
Nitin Arora	3 Aug 23	3.16 Yr.
Krishnaa N	1 Mar 24	2.59 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.2%
Industrials	17.86%
Financial Services	17.42%
Health Care	12.8%
Technology	6.57%
Basic Materials	5.25%
Consumer Defensive	3.37%
Real Estate	2.29%
Communication Services	2.03%
Utility	1.18%
Energy	0.28%

Asset Allocation

Asset Class	Value
Cash	9.62%
Equity	90.25%
Debt	0.12%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,334 Cr	42,040,871 ↓ -1,699,390
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	3%	₹951 Cr	547,073
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| SONACOMS	3%	₹902 Cr	10,868,912 ↓ -940,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹876 Cr	11,375,762 ↓ -1,146,623
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹807 Cr	1,921,542 ↑ 48,157
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹798 Cr	10,948,722
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹772 Cr	4,005,425
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹769 Cr	3,974,761
Lenskart Solutions Ltd (Healthcare) Equity, Since 31 Oct 25 \| LENSKART	2%	₹745 Cr	10,873,986
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	2%	₹691 Cr	21,607,250

10. 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 (₹12,156 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.61% (bottom quartile).
3Y return: 12.56% (lower mid).
1Y return: -9.12% (bottom quartile).
Alpha: -4.52 (bottom quartile).
Sharpe: -0.18 (bottom quartile).
Information ratio: -0.11 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Kalyan Jewellers India Ltd (~2.9%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (30 Oct 26)	₹2,557.59 ↓ -29.48 (-1.14 %)
Net Assets (Cr)	₹12,156 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.18
Information Ratio	-0.11
Alpha Ratio	-4.52
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 Oct 21	₹10,000
31 Oct 22	₹10,043
31 Oct 23	₹11,628
31 Oct 24	₹17,537
31 Oct 25	₹18,092
31 Oct 26	₹16,557

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 30 Oct 26

Duration	Returns
1 Month	-4.4%
3 Month	-9.6%
6 Month	-3.7%
1 Year	-9.1%
3 Year	12.6%
5 Year	10.6%
10 Year
15 Year
Since launch	18.3%

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	15.67 Yr.
Sandeep Manam	18 Oct 21	4.96 Yr.
Akhil Kalluri	7 Feb 22	4.65 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.46%
Industrials	19.02%
Consumer Cyclical	15.21%
Basic Materials	10.29%
Health Care	9.57%
Technology	9.24%
Real Estate	3.88%
Communication Services	2.75%
Consumer Defensive	1.79%
Utility	0.95%
Energy	0.89%

Asset Allocation

Asset Class	Value
Cash	1.95%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	3%	₹349 Cr	6,304,921
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹300 Cr	8,094,684
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	2%	₹290 Cr	9,149,683
One97 Communications Ltd (Technology) Equity, Since 31 Jul 26 \| PAYTM	2%	₹279 Cr	1,660,135 ↑ 505,500
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹268 Cr	32,893,177 ↓ -4,000,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹263 Cr	1,199,891
Mankind Pharma Ltd (Healthcare) Equity, Since 28 Feb 26 \| MANKIND	2%	₹258 Cr	1,029,108
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹242 Cr	1,631,918
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| BALKRISIND	2%	₹238 Cr	1,125,000
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹232 Cr	1,325,747 ↓ -100,000

11. 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 (₹23,282 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.22% (bottom quartile).
3Y return: 8.03% (bottom quartile).
1Y return: -5.76% (bottom quartile).
Alpha: -1.73 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.99 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Torrent Power Ltd (~3.5%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (30 Oct 26)	₹220.559 ↓ -2.39 (-1.07 %)
Net Assets (Cr)	₹23,282 on 30 Sep 26
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	-0.04
Information Ratio	-0.99
Alpha Ratio	-1.73
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 Oct 21	₹10,000
31 Oct 22	₹10,942
31 Oct 23	₹12,935
31 Oct 24	₹17,379
31 Oct 25	₹17,208
31 Oct 26	₹16,267

SBI Magnum Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 30 Oct 26

Duration	Returns
1 Month	-4.6%
3 Month	-9%
6 Month	-5.5%
1 Year	-5.8%
3 Year	8%
5 Year	10.2%
10 Year
15 Year
Since launch	15.4%

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	2.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	22.79%
Industrials	20.15%
Basic Materials	12.29%
Consumer Cyclical	11.32%
Health Care	10.33%
Utility	6.18%
Consumer Defensive	4.74%
Technology	4.03%
Real Estate	3.71%
Communication Services	1.51%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	97.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| 532779	3%	₹809 Cr	6,496,007 ↑ 496,007
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Mar 26 \| MCX	3%	₹726 Cr	2,200,000
Supreme Industries Ltd (Industrials) Equity, Since 31 Dec 25 \| 509930	3%	₹690 Cr	2,000,000
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	3%	₹668 Cr	1,500,000 ↓ -200,000
SRF Ltd (Industrials) Equity, Since 31 May 26 \| SRF	3%	₹668 Cr	2,700,000 ↑ 600,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 25 \| ICICIGI	3%	₹636 Cr	3,999,975
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 25 \| 500103	3%	₹623 Cr	15,000,000
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	3%	₹607 Cr	1,393,043
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	2%	₹578 Cr	15,598,584
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543384	2%	₹576 Cr	18,000,000

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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