മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on September 28, 2025 , 89852 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.

Ready to Invest?
Talk to our investment specialist

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 (%)	2024 (%)
Motilal Oswal Midcap 30 Fund Growth	₹99.9717 ↑ 1.24	₹34,780	-5.6	6.6	-8.2	24.1	31.5	57.1
Edelweiss Mid Cap Fund Growth	₹99.627 ↑ 0.82	₹11,297	-4.7	10	-2.9	23.6	28.4	38.9
Invesco India Mid Cap Fund Growth	₹178.56 ↑ 1.40	₹8,062	-2.3	15.9	2.8	26.7	26.9	43.1
ICICI Prudential MidCap Fund Growth	₹295.57 ↑ 3.10	₹6,492	-4	12.9	-3.3	20.9	25.8	27
Sundaram Mid Cap Fund Growth	₹1,374.84 ↑ 8.30	₹12,501	-1.9	10.7	-4.5	22.6	25.7	32
SBI Magnum Mid Cap Fund Growth	₹226.424 ↑ 1.66	₹22,012	-6.5	2.5	-9.7	14.8	24.7	20.3
Franklin India Prima Fund Growth	₹2,691.43 ↑ 18.58	₹12,251	-5.1	6.5	-5.8	20.9	23.9	31.8
BNP Paribas Mid Cap Fund Growth	₹100.433 ↑ 0.62	₹2,157	-2.2	8.3	-6.2	19.3	23.8	28.5
TATA Mid Cap Growth Fund Growth	₹427.666 ↑ 2.83	₹4,946	-2.3	9.1	-7	20.3	23.6	22.7
Aditya Birla Sun Life Midcap Fund Growth	₹774.15 ↑ 6.18	₹5,970	-3.9	7.9	-8.6	18.4	23.6	22
PGIM India Midcap Opportunities Fund Growth	₹64.49 ↑ 0.55	₹11,400	-3.3	10	-3.9	12.8	23.2	21
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 25

Research Highlights & Commentary of 11 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Edelweiss Mid Cap Fund	Invesco India Mid Cap Fund	ICICI Prudential MidCap Fund	Sundaram Mid Cap Fund	SBI Magnum Mid Cap Fund	Franklin India Prima Fund	BNP Paribas Mid Cap Fund	TATA Mid Cap Growth Fund	Aditya Birla Sun Life Midcap Fund	PGIM India Midcap Opportunities Fund
Point 1	Highest AUM (₹34,780 Cr).	Lower mid AUM (₹11,297 Cr).	Lower mid AUM (₹8,062 Cr).	Lower mid AUM (₹6,492 Cr).	Upper mid AUM (₹12,501 Cr).	Top quartile AUM (₹22,012 Cr).	Upper mid AUM (₹12,251 Cr).	Bottom quartile AUM (₹2,157 Cr).	Bottom quartile AUM (₹4,946 Cr).	Bottom quartile AUM (₹5,970 Cr).	Upper mid AUM (₹11,400 Cr).
Point 2	Established history (11+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Established history (23+ yrs).	Established history (20+ yrs).	Oldest track record among peers (31 yrs).	Established history (19+ yrs).	Established history (31+ yrs).	Established history (23+ yrs).	Established history (11+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (top quartile).	Rating: 3★ (lower mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 1★ (bottom quartile).
Point 4	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.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 31.55% (top quartile).	5Y return: 28.36% (top quartile).	5Y return: 26.94% (upper mid).	5Y return: 25.76% (upper mid).	5Y return: 25.74% (upper mid).	5Y return: 24.69% (lower mid).	5Y return: 23.87% (lower mid).	5Y return: 23.77% (lower mid).	5Y return: 23.61% (bottom quartile).	5Y return: 23.55% (bottom quartile).	5Y return: 23.24% (bottom quartile).
Point 6	3Y return: 24.06% (top quartile).	3Y return: 23.62% (upper mid).	3Y return: 26.66% (top quartile).	3Y return: 20.93% (upper mid).	3Y return: 22.59% (upper mid).	3Y return: 14.79% (bottom quartile).	3Y return: 20.86% (lower mid).	3Y return: 19.27% (lower mid).	3Y return: 20.25% (lower mid).	3Y return: 18.37% (bottom quartile).	3Y return: 12.79% (bottom quartile).
Point 7	1Y return: -8.19% (bottom quartile).	1Y return: -2.85% (top quartile).	1Y return: 2.76% (top quartile).	1Y return: -3.28% (upper mid).	1Y return: -4.53% (upper mid).	1Y return: -9.71% (bottom quartile).	1Y return: -5.79% (lower mid).	1Y return: -6.25% (lower mid).	1Y return: -6.98% (lower mid).	1Y return: -8.57% (bottom quartile).	1Y return: -3.92% (upper mid).
Point 8	Alpha: 4.99 (top quartile).	Alpha: 3.95 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.29 (upper mid).	Alpha: 2.99 (upper mid).	Alpha: -5.19 (bottom quartile).	Alpha: 0.07 (lower mid).	Alpha: -3.80 (bottom quartile).	Alpha: -3.10 (bottom quartile).	Alpha: -0.40 (lower mid).	Alpha: 3.57 (upper mid).
Point 9	Sharpe: -0.18 (top quartile).	Sharpe: -0.28 (upper mid).	Sharpe: 0.14 (top quartile).	Sharpe: -0.32 (upper mid).	Sharpe: -0.33 (lower mid).	Sharpe: -0.81 (bottom quartile).	Sharpe: -0.48 (lower mid).	Sharpe: -0.72 (bottom quartile).	Sharpe: -0.66 (bottom quartile).	Sharpe: -0.49 (lower mid).	Sharpe: -0.28 (upper mid).
Point 10	Information ratio: 0.57 (top quartile).	Information ratio: 0.39 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.16 (lower mid).	Information ratio: 0.22 (upper mid).	Information ratio: -1.20 (bottom quartile).	Information ratio: -0.01 (upper mid).	Information ratio: -0.66 (lower mid).	Information ratio: -0.56 (lower mid).	Information ratio: -0.78 (bottom quartile).	Information ratio: -1.35 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 31.55% (top quartile).
3Y return: 24.06% (top quartile).
1Y return: -8.19% (bottom quartile).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (top quartile).
Information ratio: 0.57 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 28.36% (top quartile).
3Y return: 23.62% (upper mid).
1Y return: -2.85% (top quartile).
Alpha: 3.95 (top quartile).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (top quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.94% (upper mid).
3Y return: 26.66% (top quartile).
1Y return: 2.76% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹6,492 Cr).
Established history (20+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.76% (upper mid).
3Y return: 20.93% (upper mid).
1Y return: -3.28% (upper mid).
Alpha: 3.29 (upper mid).
Sharpe: -0.32 (upper mid).
Information ratio: -0.16 (lower mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹12,501 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 25.74% (upper mid).
3Y return: 22.59% (upper mid).
1Y return: -4.53% (upper mid).
Alpha: 2.99 (upper mid).
Sharpe: -0.33 (lower mid).
Information ratio: 0.22 (upper mid).

SBI Magnum Mid Cap Fund

Top quartile AUM (₹22,012 Cr).
Established history (20+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 24.69% (lower mid).
3Y return: 14.79% (bottom quartile).
1Y return: -9.71% (bottom quartile).
Alpha: -5.19 (bottom quartile).
Sharpe: -0.81 (bottom quartile).
Information ratio: -1.20 (bottom quartile).

Franklin India Prima Fund

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.87% (lower mid).
3Y return: 20.86% (lower mid).
1Y return: -5.79% (lower mid).
Alpha: 0.07 (lower mid).
Sharpe: -0.48 (lower mid).
Information ratio: -0.01 (upper mid).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,157 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.77% (lower mid).
3Y return: 19.27% (lower mid).
1Y return: -6.25% (lower mid).
Alpha: -3.80 (bottom quartile).
Sharpe: -0.72 (bottom quartile).
Information ratio: -0.66 (lower mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹4,946 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.61% (bottom quartile).
3Y return: 20.25% (lower mid).
1Y return: -6.98% (lower mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (lower mid).

Aditya Birla Sun Life Midcap Fund

Bottom quartile AUM (₹5,970 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.55% (bottom quartile).
3Y return: 18.37% (bottom quartile).
1Y return: -8.57% (bottom quartile).
Alpha: -0.40 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: -0.78 (bottom quartile).

PGIM India Midcap Opportunities Fund

Upper mid AUM (₹11,400 Cr).
Established history (11+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 23.24% (bottom quartile).
3Y return: 12.79% (bottom quartile).
1Y return: -3.92% (upper mid).
Alpha: 3.57 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: -1.35 (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 (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 31.55% (top quartile).
3Y return: 24.06% (top quartile).
1Y return: -8.19% (bottom quartile).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (top quartile).
Information ratio: 0.57 (top quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Dixon Technologies (India) Ltd (~10.1%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (01 Oct 25)	₹99.9717 ↑ 1.24 (1.25 %)
Net Assets (Cr)	₹34,780 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.18
Information Ratio	0.57
Alpha Ratio	4.99
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
30 Sep 20	₹10,000
30 Sep 21	₹16,771
30 Sep 22	₹20,631
30 Sep 23	₹24,973
30 Sep 24	₹42,904
30 Sep 25	₹39,390

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 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 1 Oct 25

Duration	Returns
1 Month	-3.2%
3 Month	-5.6%
6 Month	6.6%
1 Year	-8.2%
3 Year	24.1%
5 Year	31.5%
10 Year
15 Year
Since launch	21.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.92 Yr.
Niket Shah	1 Jul 20	5.17 Yr.
Rakesh Shetty	22 Nov 22	2.78 Yr.
Sunil Sawant	1 Jul 24	1.17 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Technology	37.96%
Consumer Cyclical	26.86%
Industrials	20.24%
Communication Services	3.34%
Health Care	3.21%
Financial Services	3.2%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	10%	₹3,505 Cr	2,099,999
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,405 Cr	19,750,000 ↑ 1,749,950
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	9%	₹3,179 Cr	6,000,000 ↑ 750,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,140 Cr	100,000,000 ↑ 100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹3,025 Cr	60,000,000 ↑ 9,923,760
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,018 Cr	25,000,000 ↑ 11,130,003
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,918 Cr	5,500,000 ↑ 99,995
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	6%	₹2,163 Cr	3,050,000 ↑ 300,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,429 Cr	3,750,000 ↑ 250,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,286 Cr	2,100,000 ↑ 153,298

2. 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

Lower mid AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 28.36% (top quartile).
3Y return: 23.62% (upper mid).
1Y return: -2.85% (top quartile).
Alpha: 3.95 (top quartile).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Persistent Systems Ltd (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (01 Oct 25)	₹99.627 ↑ 0.82 (0.83 %)
Net Assets (Cr)	₹11,297 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.28
Information Ratio	0.39
Alpha Ratio	3.95
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
30 Sep 20	₹10,000
30 Sep 21	₹17,548
30 Sep 22	₹18,442
30 Sep 23	₹22,379
30 Sep 24	₹35,862
30 Sep 25	₹34,839

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 1 Oct 25

Duration	Returns
1 Month	0.2%
3 Month	-4.7%
6 Month	10%
1 Year	-2.9%
3 Year	23.6%
5 Year	28.4%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	9.4%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0.88 Yr.
Trideep Bhattacharya	1 Oct 21	3.92 Yr.
Raj Koradia	1 Aug 24	1.08 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	23.96%
Consumer Cyclical	15.14%
Industrials	14.17%
Health Care	10.66%
Technology	10.55%
Basic Materials	10.37%
Consumer Defensive	5.25%
Real Estate	2.78%
Energy	1.96%
Communication Services	1.38%
Utility	0.59%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.82%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹351 Cr	662,031
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| 543220	3%	₹344 Cr	2,981,836
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹329 Cr	1,908,695
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	3%	₹294 Cr	4,048,052
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹276 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹261 Cr	2,865,466
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹253 Cr	1,981,889
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹249 Cr	180,547
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹245 Cr	146,827
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| CGPOWER	2%	₹223 Cr	3,218,245

3. 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 (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.94% (upper mid).
3Y return: 26.66% (top quartile).
1Y return: 2.76% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Swiggy Ltd (~5.0%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (01 Oct 25)	₹178.56 ↑ 1.40 (0.79 %)
Net Assets (Cr)	₹8,062 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.14
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
30 Sep 20	₹10,000
30 Sep 21	₹15,993
30 Sep 22	₹16,218
30 Sep 23	₹20,052
30 Sep 24	₹32,068
30 Sep 25	₹32,954

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 1 Oct 25

Duration	Returns
1 Month	0.4%
3 Month	-2.3%
6 Month	15.9%
1 Year	2.8%
3 Year	26.7%
5 Year	26.9%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.81 Yr.
Amit Ganatra	1 Sep 23	2 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.14%
Health Care	18.68%
Consumer Cyclical	17.28%
Industrials	11.33%
Real Estate	7.58%
Technology	7.55%
Basic Materials	5.07%
Communication Services	1.53%

Asset Allocation

Asset Class	Value
Cash	0.84%
Equity	99.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹400 Cr	9,763,728 ↑ 1,008,324
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹366 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹340 Cr	2,179,545 ↑ 147,923
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹325 Cr	2,031,299 ↑ 14,403
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹323 Cr	1,676,417
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	4%	₹322 Cr	463,277
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹318 Cr	1,519,233
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TRENT	4%	₹309 Cr	583,431 ↑ 142,280
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	3%	₹280 Cr	14,592,638
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	3%	₹280 Cr	3,893,254 ↑ 2,304,000

4. 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 (₹6,492 Cr).
Established history (20+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.76% (upper mid).
3Y return: 20.93% (upper mid).
1Y return: -3.28% (upper mid).
Alpha: 3.29 (upper mid).
Sharpe: -0.32 (upper mid).
Information ratio: -0.16 (lower mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Jindal Steel Ltd (~4.1%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (01 Oct 25)	₹295.57 ↑ 3.10 (1.06 %)
Net Assets (Cr)	₹6,492 on 31 Aug 25
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	-0.16
Alpha Ratio	3.29
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
30 Sep 20	₹10,000
30 Sep 21	₹17,330
30 Sep 22	₹17,790
30 Sep 23	₹20,881
30 Sep 24	₹32,530
30 Sep 25	₹31,462

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 1 Oct 25

Duration	Returns
1 Month	1.2%
3 Month	-4%
6 Month	12.9%
1 Year	-3.3%
3 Year	20.9%
5 Year	25.8%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	5.1%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.17 Yr.
Sharmila D’mello	31 Jul 22	3.09 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Basic Materials	27%
Industrials	22.39%
Financial Services	18.53%
Consumer Cyclical	11.12%
Communication Services	10.67%
Real Estate	6.39%
Health Care	1.61%
Technology	0.39%
Utility	0.13%

Asset Allocation

Asset Class	Value
Cash	1.78%
Equity	98.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	4%	₹264 Cr	2,786,470 ↑ 7,243
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹248 Cr	3,465,469 ↑ 329,385
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	4%	₹244 Cr	1,376,584 ↑ 100,000
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹237 Cr	3,106,731
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹229 Cr	1,425,196
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹221 Cr	1,418,018
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	3%	₹217 Cr	824,501
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹214 Cr	1,208,585 ↑ 50,000
Info Edge (India) Ltd (Communication Services) Equity, Since 30 Sep 23 \| NAUKRI	3%	₹207 Cr	1,524,061
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	3%	₹203 Cr	968,355

5. 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 (₹12,501 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 25.74% (upper mid).
3Y return: 22.59% (upper mid).
1Y return: -4.53% (upper mid).
Alpha: 2.99 (upper mid).
Sharpe: -0.33 (lower mid).
Information ratio: 0.22 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Cummins India Ltd (~3.9%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (01 Oct 25)	₹1,374.84 ↑ 8.30 (0.61 %)
Net Assets (Cr)	₹12,501 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.33
Information Ratio	0.22
Alpha Ratio	2.99
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
30 Sep 20	₹10,000
30 Sep 21	₹16,223
30 Sep 22	₹17,062
30 Sep 23	₹21,088
30 Sep 24	₹32,926
30 Sep 25	₹31,436

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 1 Oct 25

Duration	Returns
1 Month	0.5%
3 Month	-1.9%
6 Month	10.7%
1 Year	-4.5%
3 Year	22.6%
5 Year	25.7%
10 Year
15 Year
Since launch	23.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	11.2%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.52 Yr.
Ratish Varier	24 Feb 21	4.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	19.14%
Consumer Cyclical	18%
Industrials	14.64%
Health Care	11.81%
Basic Materials	10.56%
Technology	5.82%
Consumer Defensive	5.19%
Real Estate	3.59%
Utility	2.41%
Communication Services	2.2%
Energy	1.85%

Asset Allocation

Asset Class	Value
Cash	4.78%
Equity	95.2%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹494 Cr	1,290,127
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹395 Cr	1,712,601
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| FORTIS	3%	₹354 Cr	3,879,249
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹328 Cr	1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532720	2%	₹303 Cr	11,920,703
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| LUPIN	2%	₹297 Cr	1,569,363 ↑ 19,877
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹271 Cr	5,375,605 ↓ -641,216
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	2%	₹259 Cr	373,091 ↓ -9,462
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 22 \| PERSISTENT	2%	₹257 Cr	484,892
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹256 Cr	3,926,468 ↓ -94,797

6. 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

Top quartile AUM (₹22,012 Cr).
Established history (20+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 24.69% (lower mid).
3Y return: 14.79% (bottom quartile).
1Y return: -9.71% (bottom quartile).
Alpha: -5.19 (bottom quartile).
Sharpe: -0.81 (bottom quartile).
Information ratio: -1.20 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding CRISIL Ltd (~3.6%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (01 Oct 25)	₹226.424 ↑ 1.66 (0.74 %)
Net Assets (Cr)	₹22,012 on 31 Aug 25
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.81
Information Ratio	-1.2
Alpha Ratio	-5.19
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
30 Sep 20	₹10,000
30 Sep 21	₹17,785
30 Sep 22	₹19,927
30 Sep 23	₹24,239
30 Sep 24	₹33,386
30 Sep 25	₹30,143

SBI Magnum Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 1 Oct 25

Duration	Returns
1 Month	0.4%
3 Month	-6.5%
6 Month	2.5%
1 Year	-9.7%
3 Year	14.8%
5 Year	24.7%
10 Year
15 Year
Since launch	16.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.3%
2023	34.5%
2022	3%
2021	52.2%
2020	30.4%
2019	0.1%
2018	-18%
2017	33.5%
2016	5%
2015	14.9%

Fund Manager information for SBI Magnum Mid Cap Fund

Name	Since	Tenure
Bhavin Vithlani	1 Apr 24	1.42 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	25.82%
Consumer Cyclical	17.55%
Basic Materials	13.05%
Industrials	11.05%
Health Care	9.48%
Real Estate	4.49%
Consumer Defensive	4.14%
Technology	3.46%
Utility	2.62%
Communication Services	1.54%
Energy	1.28%

Asset Allocation

Asset Class	Value
Cash	5.52%
Equity	94.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	4%	₹789 Cr	1,582,641
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	3%	₹670 Cr	1,490,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Nov 24 \| SHREECEM	3%	₹659 Cr	225,000
HDB Financial Services Ltd (Financial Services) Equity, Since 31 Jul 25 \| HDBFS	3%	₹584 Cr	7,500,000 ↑ 1,351,288
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| TORNTPOWER	3%	₹577 Cr	4,700,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 15 \| 532720	3%	₹571 Cr	22,500,000
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 28 Feb 14 \| SCHAEFFLER	3%	₹567 Cr	1,465,810 ↓ -135
JK Cement Ltd (Basic Materials) Equity, Since 30 Apr 19 \| JKCEMENT	2%	₹539 Cr	776,046
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| FEDERALBNK	2%	₹518 Cr	27,000,000
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543384	2%	₹514 Cr	22,336,624

7. 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

Upper mid AUM (₹12,251 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.87% (lower mid).
3Y return: 20.86% (lower mid).
1Y return: -5.79% (lower mid).
Alpha: 0.07 (lower mid).
Sharpe: -0.48 (lower mid).
Information ratio: -0.01 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (01 Oct 25)	₹2,691.43 ↑ 18.58 (0.70 %)
Net Assets (Cr)	₹12,251 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.48
Information Ratio	-0.01
Alpha Ratio	0.07
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
30 Sep 20	₹10,000
30 Sep 21	₹16,836
30 Sep 22	₹16,516
30 Sep 23	₹20,084
30 Sep 24	₹30,954
30 Sep 25	₹29,160

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 1 Oct 25

Duration	Returns
1 Month	-0.5%
3 Month	-5.1%
6 Month	6.5%
1 Year	-5.8%
3 Year	20.9%
5 Year	23.9%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	7 Feb 22	3.57 Yr.

Data below for Franklin India Prima Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	19.55%
Consumer Cyclical	17.83%
Basic Materials	13.14%
Industrials	12.51%
Health Care	11.11%
Technology	7.18%
Real Estate	5.51%
Consumer Defensive	4.82%
Communication Services	3.45%
Utility	1.29%
Energy	1.1%

Asset Allocation

Asset Class	Value
Cash	2.5%
Equity	97.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹367 Cr	19,143,234 ↓ -117,036
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| MPHASIS	2%	₹294 Cr	1,052,885 ↑ 100,000
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| CUMMINSIND	2%	₹274 Cr	717,366
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| MFSL	2%	₹271 Cr	1,692,030
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹255 Cr	1,631,918
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹241 Cr	1,499,891
JK Cement Ltd (Basic Materials) Equity, Since 31 Jul 12 \| JKCEMENT	2%	₹234 Cr	337,051 ↓ -55,688
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹230 Cr	1,300,578
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 20 \| IPCALAB	2%	₹227 Cr	1,641,580
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 31 May 16 \| CROMPTON	2%	₹211 Cr	6,391,052

8. 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 (₹2,157 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.77% (lower mid).
3Y return: 19.27% (lower mid).
1Y return: -6.25% (lower mid).
Alpha: -3.80 (bottom quartile).
Sharpe: -0.72 (bottom quartile).
Information ratio: -0.66 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~3.2%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (01 Oct 25)	₹100.433 ↑ 0.62 (0.63 %)
Net Assets (Cr)	₹2,157 on 31 Aug 25
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.72
Information Ratio	-0.66
Alpha Ratio	-3.8
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
30 Sep 20	₹10,000
30 Sep 21	₹16,885
30 Sep 22	₹17,123
30 Sep 23	₹21,048
30 Sep 24	₹30,987
30 Sep 25	₹29,050

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 1 Oct 25

Duration	Returns
1 Month	1.2%
3 Month	-2.2%
6 Month	8.3%
1 Year	-6.2%
3 Year	19.3%
5 Year	23.8%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	15.3%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Shiv Chanani	13 Jul 22	3.14 Yr.
Himanshu Singh	21 Oct 24	0.86 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	20.04%
Consumer Cyclical	17.48%
Health Care	16.16%
Industrials	14.13%
Basic Materials	10.72%
Consumer Defensive	4.33%
Energy	3.96%
Technology	3.15%
Real Estate	2.09%
Communication Services	1.97%

Asset Allocation

Asset Class	Value
Cash	5.05%
Equity	94.03%
Debt	0.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹69 Cr	250,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	3%	₹62 Cr	350,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹57 Cr	30,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	2%	₹52 Cr	800,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	2%	₹47 Cr	100,000
Bosch Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| BOSCHLTD	2%	₹46 Cr	11,500
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Apr 25 \| FORTIS	2%	₹46 Cr	500,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Oct 22 \| PHOENIXLTD	2%	₹45 Cr	300,000
Abbott India Ltd (Healthcare) Equity, Since 31 Jul 22 \| ABBOTINDIA	2%	₹44 Cr	14,000
Escorts Kubota Ltd (Industrials) Equity, Since 31 Oct 22 \| ESCORTS	2%	₹43 Cr	120,000

9. 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 (₹4,946 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.61% (bottom quartile).
3Y return: 20.25% (lower mid).
1Y return: -6.98% (lower mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Max Financial Services Ltd (~3.6%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (01 Oct 25)	₹427.666 ↑ 2.83 (0.67 %)
Net Assets (Cr)	₹4,946 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.66
Information Ratio	-0.56
Alpha Ratio	-3.1
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
30 Sep 20	₹10,000
30 Sep 21	₹16,298
30 Sep 22	₹16,592
30 Sep 23	₹21,157
30 Sep 24	₹31,018
30 Sep 25	₹28,853

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 1 Oct 25

Duration	Returns
1 Month	0.9%
3 Month	-2.3%
6 Month	9.1%
1 Year	-7%
3 Year	20.3%
5 Year	23.6%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	10.8%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.48 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	19.23%
Financial Services	16.5%
Health Care	14.31%
Consumer Cyclical	13.97%
Basic Materials	12.67%
Technology	5.13%
Real Estate	3.86%
Communication Services	3.3%
Consumer Defensive	2.28%
Utility	2%
Energy	1.37%

Asset Allocation

Asset Class	Value
Cash	5.38%
Equity	94.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹176 Cr	1,100,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹148 Cr	278,911
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| CUMMINSIND	3%	₹141 Cr	369,694
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	3%	₹128 Cr	1,001,126
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	2%	₹122 Cr	1,700,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	2%	₹122 Cr	1,700,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	2%	₹121 Cr	1,848,863
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| LUPIN	2%	₹114 Cr	600,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| JUBLFOOD	2%	₹113 Cr	1,800,000
Patanjali Foods Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| PATANJALI	2%	₹113 Cr	635,200

10. 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 (₹5,970 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.55% (bottom quartile).
3Y return: 18.37% (bottom quartile).
1Y return: -8.57% (bottom quartile).
Alpha: -0.40 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: -0.78 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding AU Small Finance Bank Ltd (~3.4%).

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 (01 Oct 25)	₹774.15 ↑ 6.18 (0.80 %)
Net Assets (Cr)	₹5,970 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.49
Information Ratio	-0.78
Alpha Ratio	-0.4
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
30 Sep 20	₹10,000
30 Sep 21	₹17,192
30 Sep 22	₹17,360
30 Sep 23	₹21,323
30 Sep 24	₹31,487
30 Sep 25	₹28,789

Aditya Birla Sun Life Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 1 Oct 25

Duration	Returns
1 Month	0.4%
3 Month	-3.9%
6 Month	7.9%
1 Year	-8.6%
3 Year	18.4%
5 Year	23.6%
10 Year
15 Year
Since launch	20.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	10.4%

Fund Manager information for Aditya Birla Sun Life Midcap Fund

Name	Since	Tenure
Vishal Gajwani	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	20.03%
Basic Materials	16.23%
Consumer Cyclical	16.18%
Health Care	11.97%
Industrials	11.16%
Technology	11.14%
Real Estate	3.82%
Consumer Defensive	2.86%
Utility	2.26%
Communication Services	1.14%

Asset Allocation

Asset Class	Value
Cash	3.18%
Equity	96.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 19 \| AUBANK	3%	₹202 Cr	2,807,000
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 17 \| MFSL	3%	₹196 Cr	1,225,565
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 May 17 \| FORTIS	3%	₹190 Cr	2,083,427 ↓ -738,485
Thermax Ltd (Industrials) Equity, Since 31 Oct 19 \| THERMAX	3%	₹157 Cr	488,975 ↑ 101,734
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Aug 24 \| APLAPOLLO	3%	₹153 Cr	954,980
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	3%	₹153 Cr	220,298
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 31 Aug 20 \| KPRMILL	2%	₹148 Cr	1,500,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| FEDERALBNK	2%	₹143 Cr	7,474,853 ↑ 600,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 24 \| PRESTIGE	2%	₹143 Cr	916,888
Mphasis Ltd (Technology) Equity, Since 31 Mar 20 \| MPHASIS	2%	₹135 Cr	484,677

11. PGIM India Midcap Opportunities Fund

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

Research Highlights for PGIM India Midcap Opportunities Fund

Upper mid AUM (₹11,400 Cr).
Established history (11+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 23.24% (bottom quartile).
3Y return: 12.79% (bottom quartile).
1Y return: -3.92% (upper mid).
Alpha: 3.57 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: -1.35 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Max Healthcare Institute Ltd Ordinary Shares (~3.6%).

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund Growth
Launch Date	2 Dec 13
NAV (01 Oct 25)	₹64.49 ↑ 0.55 (0.86 %)
Net Assets (Cr)	₹11,400 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Pramerica Asset Managers Private Limited
Rating	☆
Risk	High
Expense Ratio	1.7
Sharpe Ratio	-0.28
Information Ratio	-1.35
Alpha Ratio	3.57
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,782
30 Sep 22	₹19,813
30 Sep 23	₹21,561
30 Sep 24	₹29,591
30 Sep 25	₹28,430

PGIM India Midcap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25

Duration	Returns
1 Month	-0.9%
3 Month	-3.3%
6 Month	10%
1 Year	-3.9%
3 Year	12.8%
5 Year	23.2%
10 Year
15 Year
Since launch	17%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21%
2023	20.8%
2022	-1.7%
2021	63.8%
2020	48.4%
2019	3.6%
2018	-16.1%
2017	37%
2016	-1.3%
2015	7.9%

Fund Manager information for PGIM India Midcap Opportunities Fund

Name	Since	Tenure
Vinay Paharia	1 Apr 23	2.42 Yr.
Puneet Pal	16 Jul 22	3.13 Yr.
Utsav Mehta	1 Nov 23	1.83 Yr.
Vivek Sharma	15 Apr 24	1.38 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	19.94%
Consumer Cyclical	18.02%
Financial Services	17.71%
Health Care	14.02%
Basic Materials	10.6%
Technology	7.03%
Communication Services	2.87%
Real Estate	2.56%
Consumer Defensive	2.27%
Utility	0.91%

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	95.93%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| 543220	4%	₹407 Cr	3,526,055
JK Cement Ltd (Basic Materials) Equity, Since 30 Apr 23 \| JKCEMENT	3%	₹381 Cr	548,106
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Apr 23 \| SOLARINDS	3%	₹337 Cr	244,398
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| MFSL	3%	₹319 Cr	1,992,769
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| HDFCAMC	3%	₹315 Cr	577,100
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| UNOMINDA	3%	₹311 Cr	2,433,285
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	3%	₹307 Cr	20,547,181
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹302 Cr	1,704,465
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| 543320	3%	₹286 Cr	9,112,137
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 24 \| MUTHOOTFIN	2%	₹285 Cr	1,079,711

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.

മിഡ് ക്യാപ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?

Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

തുടങ്ങി

ഉപസംഹാരം

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.

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.