అత్యుత్తమ మిడ్ క్యాప్ కోసం వెతుకుతున్నానుమ్యూచువల్ ఫండ్స్ 2022లో పెట్టుబడి పెట్టాలా? బాగా, చాలా మంది పెట్టుబడిదారులు మొగ్గు చూపుతున్నారుపెట్టుబడి పెడుతున్నారు మిడ్-క్యాప్స్లో ఎందుకంటే అవి భవిష్యత్తుగా పరిగణించబడతాయిసంత నాయకులు. ఎప్పుడు ఒకపెట్టుబడిదారుడు దీర్ఘకాలికంగా మిడ్-క్యాప్లలో పెట్టుబడి పెడతారు, వారు రేపటి రన్వే విజయాలుగా భావించే కంపెనీలను ఇష్టపడతారు.
సాంప్రదాయకంగా, మిడ్-క్యాప్లు సాధారణంగా మధ్య-పరిమాణ కంపెనీలు, ఇవి బాగా నడపబడి మరియు మంచి వ్యాపార వ్యూహాన్ని కలిగి ఉంటే రేపటి నాయకులు లేదా పెద్ద-క్యాప్లుగా మారతాయి (కొన్ని దేశాలు కూడాకాల్ చేయండి వాటిని జెయింట్ క్యాప్స్).
సరైన వ్యాపార వ్యూహం, అమలు కోసం మంచి నిర్వహణ మరియు మార్పుల పట్ల చురుకుదనం కలిగి ఉండటంతో మిడ్-క్యాప్ కంపెనీలు వేగంగా అభివృద్ధి చెందుతాయి. లార్జ్ క్యాప్స్ కంటే ఎక్కువ లాభాలు పొందాలని కోరుకునే పెట్టుబడిదారులు పెట్టుబడి కోసం మిడ్ క్యాప్స్ వైపు చూస్తారు, అయితే ఇది అధిక రిస్క్ (లేదా అస్థిరత)తో వస్తుంది.
మ్యూచువల్ ఫండ్స్ మరియు ఫారిన్ ఇన్స్టిట్యూషనల్ ఇన్వెస్టర్స్ (ఎఫ్ఐఐలు) వంటి సంస్థాగత పెట్టుబడిదారులు టాప్ మిడ్ క్యాప్స్ మరియుమిడ్ క్యాప్ ఫండ్స్ ఈక్విటీ మార్కెట్లలో తమ లాభాలను పెంచుకోవడానికి.
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు మిడ్ క్యాప్ ఫండ్స్లో ఇవి ఉన్నాయి:
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మేము దీర్ఘకాలికంగా పరిగణించినట్లయితేమ్యూచువల్ ఫండ్స్ చరిత్ర, అప్పుడు మిడ్-క్యాప్ ఫండ్స్ పెద్ద క్యాప్ ఫండ్లను నిలకడగా అధిగమించాయి. నిజానికి, ఫండ్ యొక్క స్వభావమేమిటంటే, దాని ట్రెండ్ త్వరలో మారే అవకాశం లేదు.
లార్జ్-క్యాప్ ఫండ్లతో పోలిస్తే స్టాక్ మార్కెట్లలో మిడ్-క్యాప్ ఫండ్లు చాలా తక్కువగా ఉన్నాయి. ఈ నిధులను ఉపయోగించి తమ పెట్టుబడులలో వేగవంతమైన వృద్ధిని పొందేందుకు ఇది పెట్టుబడిదారులకు భారీ అవకాశాన్ని అందిస్తుంది.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.454
↑ 0.12 ₹37,501 0.9 3.9 -3.2 25.9 29.8 57.1 Edelweiss Mid Cap Fund Growth ₹104.514
↓ -0.17 ₹12,647 5.6 7.2 5.7 24.8 26.3 38.9 Invesco India Mid Cap Fund Growth ₹187.85
↓ -0.04 ₹9,320 5.5 12.2 12.9 27.5 25.9 43.1 Sundaram Mid Cap Fund Growth ₹1,445.37
↓ -0.07 ₹13,236 6 7.5 6.9 24.2 24.1 32 ICICI Prudential MidCap Fund Growth ₹312.49
↓ -0.43 ₹6,964 7.3 9.8 10.3 22.5 24.1 27 BNP Paribas Mid Cap Fund Growth ₹105.252
↑ 0.09 ₹2,276 6.5 6.3 4.7 20.1 22.5 28.5 SBI Magnum Mid Cap Fund Growth ₹236.255
↓ -0.05 ₹23,036 5.3 1.4 1.9 16.7 22.3 20.3 TATA Mid Cap Growth Fund Growth ₹449.738
↓ -0.68 ₹5,283 6.3 8.8 5.6 21.3 21.9 22.7 Aditya Birla Sun Life Midcap Fund Growth ₹802.28
↑ 0.05 ₹6,271 4.4 5 4.5 19.9 21.9 22 Franklin India Prima Fund Growth ₹2,824.65
↑ 1.04 ₹12,770 4.9 5 4.2 21.9 21.1 31.8 PGIM India Midcap Opportunities Fund Growth ₹65.19
↓ -0.06 ₹11,581 0.6 4.2 4.2 12.9 20.7 21 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund BNP Paribas Mid Cap Fund SBI Magnum Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Franklin India Prima Fund PGIM India Midcap Opportunities Fund Point 1 Highest AUM (₹37,501 Cr). Upper mid AUM (₹12,647 Cr). Lower mid AUM (₹9,320 Cr). Upper mid AUM (₹13,236 Cr). Lower mid AUM (₹6,964 Cr). Bottom quartile AUM (₹2,276 Cr). Top quartile AUM (₹23,036 Cr). Bottom quartile AUM (₹5,283 Cr). Bottom quartile AUM (₹6,271 Cr). Upper mid AUM (₹12,770 Cr). Lower mid AUM (₹11,581 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (31+ yrs). Established history (23+ yrs). Oldest track record among peers (32 yrs). Established history (12+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 29.82% (top quartile). 5Y return: 26.30% (top quartile). 5Y return: 25.94% (upper mid). 5Y return: 24.13% (upper mid). 5Y return: 24.12% (upper mid). 5Y return: 22.53% (lower mid). 5Y return: 22.34% (lower mid). 5Y return: 21.91% (lower mid). 5Y return: 21.85% (bottom quartile). 5Y return: 21.14% (bottom quartile). 5Y return: 20.66% (bottom quartile). Point 6 3Y return: 25.90% (top quartile). 3Y return: 24.84% (upper mid). 3Y return: 27.48% (top quartile). 3Y return: 24.23% (upper mid). 3Y return: 22.47% (upper mid). 3Y return: 20.07% (lower mid). 3Y return: 16.73% (bottom quartile). 3Y return: 21.33% (lower mid). 3Y return: 19.86% (bottom quartile). 3Y return: 21.93% (lower mid). 3Y return: 12.93% (bottom quartile). Point 7 1Y return: -3.15% (bottom quartile). 1Y return: 5.67% (upper mid). 1Y return: 12.88% (top quartile). 1Y return: 6.89% (upper mid). 1Y return: 10.31% (top quartile). 1Y return: 4.66% (lower mid). 1Y return: 1.92% (bottom quartile). 1Y return: 5.62% (upper mid). 1Y return: 4.46% (lower mid). 1Y return: 4.16% (bottom quartile). 1Y return: 4.24% (lower mid). Point 8 Alpha: -4.22 (bottom quartile). Alpha: -0.23 (upper mid). Alpha: 0.00 (top quartile). Alpha: -0.05 (upper mid). Alpha: 2.69 (top quartile). Alpha: -3.98 (lower mid). Alpha: -7.25 (bottom quartile). Alpha: -3.43 (lower mid). Alpha: -4.40 (bottom quartile). Alpha: -2.98 (lower mid). Alpha: -1.08 (upper mid). Point 9 Sharpe: -0.13 (lower mid). Sharpe: 0.07 (upper mid). Sharpe: 0.43 (top quartile). Sharpe: 0.08 (upper mid). Sharpe: 0.22 (top quartile). Sharpe: -0.17 (bottom quartile). Sharpe: -0.39 (bottom quartile). Sharpe: -0.12 (lower mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.09 (lower mid). Sharpe: 0.01 (upper mid). Point 10 Information ratio: 0.20 (top quartile). Information ratio: 0.18 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.16 (upper mid). Information ratio: -0.29 (upper mid). Information ratio: -1.03 (bottom quartile). Information ratio: -1.31 (bottom quartile). Information ratio: -0.66 (lower mid). Information ratio: -0.80 (lower mid). Information ratio: -0.49 (lower mid). Information ratio: -1.61 (bottom quartile). Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
BNP Paribas Mid Cap Fund
SBI Magnum Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
Franklin India Prima Fund
PGIM India Midcap Opportunities Fund
* అగ్రశ్రేణి జాబితామిడ్ క్యాప్ మ్యూచువల్ ఫండ్స్ కనిష్టంగా ఉంటాయి200 కోట్లు నిర్వహణలో నికర ఆస్తులు / ఆస్తులు (AUM), క్రమబద్ధీకరించబడ్డాయి5 సంవత్సరంCAGR తిరిగి.
(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. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 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 Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 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 Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Nov 25) ₹103.454 ↑ 0.12 (0.11 %) Net Assets (Cr) ₹37,501 on 31 Oct 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.13 Information Ratio 0.2 Alpha Ratio -4.22 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 20 ₹10,000 31 Oct 21 ₹17,165 31 Oct 22 ₹20,795 31 Oct 23 ₹24,620 31 Oct 24 ₹40,895 31 Oct 25 ₹41,318 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -0.9% 3 Month 0.9% 6 Month 3.9% 1 Year -3.2% 3 Year 25.9% 5 Year 29.8% 10 Year 15 Year Since launch 22% 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 1.08 Yr. Niket Shah 1 Jul 20 5.34 Yr. Rakesh Shetty 22 Nov 22 2.94 Yr. Sunil Sawant 1 Jul 24 1.34 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Technology 40.62% Consumer Cyclical 22.89% Industrials 12.61% Communication Services 3.47% Financial Services 3.46% Real Estate 2.56% Health Care 1.61% Asset Allocation
Asset Class Value Cash 12.78% Equity 87.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT9% ₹3,550 Cr 6,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,494 Cr 19,650,699
↓ -99,301 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433969% ₹3,258 Cr 25,000,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹3,254 Cr 2,100,000
↑ 62,479 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433208% ₹3,178 Cr 100,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹3,058 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002516% ₹2,347 Cr 4,999,694 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹2,060 Cr 2,673,670
↓ -476,330 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Jun 25 | KAYNES4% ₹1,676 Cr 2,500,000
↑ 150,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,613 Cr 4,000,000 2. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (28 Nov 25) ₹104.514 ↓ -0.17 (-0.17 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 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 20 ₹10,000 31 Oct 21 ₹17,670 31 Oct 22 ₹18,731 31 Oct 23 ₹21,714 31 Oct 24 ₹34,160 31 Oct 25 ₹36,136 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 1.1% 3 Month 5.6% 6 Month 7.2% 1 Year 5.7% 3 Year 24.8% 5 Year 26.3% 10 Year 15 Year Since launch 14% 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 1.05 Yr. Trideep Bhattacharya 1 Oct 21 4.09 Yr. Raj Koradia 1 Aug 24 1.25 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 25.36% Consumer Cyclical 14.43% Industrials 14.08% Technology 11.15% Basic Materials 10.48% Health Care 9.47% Consumer Defensive 4.37% Real Estate 3.25% Energy 2.52% Communication Services 1.92% Utility 0.57% Asset Allocation
Asset Class Value Cash 2.39% Equity 97.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹352 Cr 1,978,522 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹342 Cr 2,975,393
↓ -258,406 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹326 Cr 550,553
↓ -37,997 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹288 Cr 3,355,391 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹279 Cr 1,559,919 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹270 Cr 2,636,686
↓ -228,780 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹254 Cr 274,589
↑ 57,945 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹251 Cr 180,547 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹245 Cr 1,981,889 LG Electronics India Ltd (Technology)
Equity, Since 31 Oct 25 | LGEINDIA2% ₹244 Cr 1,468,425
↑ 1,468,425 3. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (28 Nov 25) ₹187.85 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 20 ₹10,000 31 Oct 21 ₹16,521 31 Oct 22 ₹16,892 31 Oct 23 ₹19,784 31 Oct 24 ₹30,612 31 Oct 25 ₹34,834 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.7% 3 Month 5.5% 6 Month 12.2% 1 Year 12.9% 3 Year 27.5% 5 Year 25.9% 10 Year 15 Year Since launch 17.1% 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 1.98 Yr. Amit Ganatra 1 Sep 23 2.17 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 34.12% Health Care 18.22% Consumer Cyclical 17% Industrials 9.12% Real Estate 8.42% Technology 7.23% Basic Materials 3.95% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 0.56% Equity 99.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406116% ₹521 Cr 5,936,790 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹487 Cr 11,879,113
↑ 1,517,109 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK5% ₹472 Cr 19,960,984
↑ 5,368,346 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹456 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹428 Cr 2,451,815
↑ 33,004 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹377 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹375 Cr 2,422,867
↑ 324,236 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹353 Cr 1,864,031
↑ 187,614 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE3% ₹308 Cr 3,351,338
↑ 116,840 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT3% ₹297 Cr 477,753 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Nov 25) ₹1,445.37 ↓ -0.07 (0.00 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 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 20 ₹10,000 31 Oct 21 ₹16,282 31 Oct 22 ₹17,269 31 Oct 23 ₹20,504 31 Oct 24 ₹31,197 31 Oct 25 ₹33,101 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.5% 3 Month 6% 6 Month 7.5% 1 Year 6.9% 3 Year 24.2% 5 Year 24.1% 10 Year 15 Year Since launch 23.8% 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 4.69 Yr. Ratish Varier 24 Feb 21 4.69 Yr. Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 20.32% Consumer Cyclical 16.05% Industrials 14.56% Health Care 10.39% Basic Materials 9.54% Consumer Defensive 6.08% Technology 5.69% Real Estate 3.78% Utility 2.46% Communication Services 2.21% Energy 2.21% Asset Allocation
Asset Class Value Cash 6.43% Equity 93.55% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹553 Cr 1,273,753 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹376 Cr 11,920,703 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹367 Cr 3,592,166
↓ -199,021 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹364 Cr 1,712,601 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹358 Cr 1,179,542 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹311 Cr 37,978,844
↑ 366,859 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹295 Cr 3,438,637
↓ -163,632 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹292 Cr 6,144,382 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹284 Cr 5,565,334
↑ 134,599 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹281 Cr 11,865,970
↓ -478,676 5. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (28 Nov 25) ₹312.49 ↓ -0.43 (-0.14 %) Net Assets (Cr) ₹6,964 on 31 Oct 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.22 Information Ratio -0.29 Alpha Ratio 2.69 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 20 ₹10,000 31 Oct 21 ₹17,407 31 Oct 22 ₹18,078 31 Oct 23 ₹19,984 31 Oct 24 ₹30,302 31 Oct 25 ₹33,029 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 1.1% 3 Month 7.3% 6 Month 9.8% 1 Year 10.3% 3 Year 22.5% 5 Year 24.1% 10 Year 15 Year Since launch 17.7% 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 3.34 Yr. Sharmila D’mello 31 Jul 22 3.26 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Basic Materials 27.85% Industrials 21.61% Financial Services 20.1% Consumer Cyclical 11.2% Communication Services 9.29% Real Estate 6.76% Health Care 1.36% Technology 0.37% Utility 0.15% Asset Allocation
Asset Class Value Cash 1.3% Equity 98.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹297 Cr 2,786,470 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹262 Cr 824,501 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹256 Cr 1,376,584 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹255 Cr 1,425,196 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹251 Cr 1,011,840
↑ 43,485 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹250 Cr 3,465,469 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE4% ₹247 Cr 1,418,018 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹234 Cr 3,106,731 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹234 Cr 1,308,585
↑ 100,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX3% ₹229 Cr 247,972 6. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (28 Nov 25) ₹105.252 ↑ 0.09 (0.09 %) Net Assets (Cr) ₹2,276 on 31 Oct 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -1.03 Alpha Ratio -3.98 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 20 ₹10,000 31 Oct 21 ₹17,227 31 Oct 22 ₹17,820 31 Oct 23 ₹20,520 31 Oct 24 ₹29,640 31 Oct 25 ₹30,309 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 1.9% 3 Month 6.5% 6 Month 6.3% 1 Year 4.7% 3 Year 20.1% 5 Year 22.5% 10 Year 15 Year Since launch 12.8% 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 3.31 Yr. Himanshu Singh 21 Oct 24 1.03 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 20.53% Consumer Cyclical 19.26% Industrials 14.35% Health Care 12.93% Basic Materials 11.84% Technology 6.72% Energy 3.4% Consumer Defensive 3.33% Real Estate 2.22% Communication Services 1.93% Asset Allocation
Asset Class Value Cash 3.49% Equity 96.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹76 Cr 250,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹69 Cr 800,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹62 Cr 350,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹57 Cr 100,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA2% ₹53 Cr 30,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹53 Cr 2,000,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO2% ₹52 Cr 1,100,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹50 Cr 300,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹47 Cr 2,000,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 25 | 5328432% ₹46 Cr 450,000
↓ -50,000 7. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (28 Nov 25) ₹236.255 ↓ -0.05 (-0.02 %) Net Assets (Cr) ₹23,036 on 31 Oct 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.39 Information Ratio -1.31 Alpha Ratio -7.25 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 20 ₹10,000 31 Oct 21 ₹17,839 31 Oct 22 ₹19,518 31 Oct 23 ₹23,074 31 Oct 24 ₹31,002 31 Oct 25 ₹30,697 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 1.6% 3 Month 5.3% 6 Month 1.4% 1 Year 1.9% 3 Year 16.7% 5 Year 22.3% 10 Year 15 Year Since launch 16.5% 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 1.59 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 25.56% Consumer Cyclical 16.83% Industrials 12.03% Basic Materials 11.39% Health Care 9.2% Utility 4.93% Real Estate 4.84% Consumer Defensive 4.52% Technology 2.57% Energy 2.07% Communication Services 1.58% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327794% ₹840 Cr 6,380,734
↑ 1,680,734 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹787 Cr 1,596,679
↑ 14,038 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹710 Cr 22,500,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹685 Cr 1,490,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹639 Cr 27,000,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹637 Cr 225,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | 5001033% ₹633 Cr 23,832,255
↑ 3,832,255 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹596 Cr 4,500,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹589 Cr 1,465,810 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433842% ₹554 Cr 22,336,624 8. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (28 Nov 25) ₹449.738 ↓ -0.68 (-0.15 %) Net Assets (Cr) ₹5,283 on 31 Oct 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.12 Information Ratio -0.66 Alpha Ratio -3.43 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 20 ₹10,000 31 Oct 21 ₹16,408 31 Oct 22 ₹16,713 31 Oct 23 ₹20,404 31 Oct 24 ₹28,942 31 Oct 25 ₹29,727 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 2.2% 3 Month 6.3% 6 Month 8.8% 1 Year 5.6% 3 Year 21.3% 5 Year 21.9% 10 Year 15 Year Since launch 12.9% 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 4.65 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 18.83% Financial Services 18.39% Health Care 14.69% Consumer Cyclical 12.88% Basic Materials 11.93% Technology 4.87% Real Estate 3.28% Communication Services 3.27% Consumer Defensive 3.15% Utility 1.94% Energy 1.62% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹161 Cr 369,694 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹159 Cr 1,848,863 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹154 Cr 278,911 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹149 Cr 1,700,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 18 | FEDERALBNK2% ₹125 Cr 5,297,792
↑ 797,792 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹124 Cr 1,001,126 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL2% ₹122 Cr 1,700,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹122 Cr 4,500,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹120 Cr 600,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹118 Cr 600,000 9. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (28 Nov 25) ₹802.28 ↑ 0.05 (0.01 %) Net Assets (Cr) ₹6,271 on 31 Oct 25 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.17 Information Ratio -0.8 Alpha Ratio -4.4 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 31 Oct 20 ₹10,000 31 Oct 21 ₹17,521 31 Oct 22 ₹17,431 31 Oct 23 ₹20,468 31 Oct 24 ₹29,496 31 Oct 25 ₹30,005 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0% 3 Month 4.4% 6 Month 5% 1 Year 4.5% 3 Year 19.9% 5 Year 21.9% 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 1 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 22.08% Consumer Cyclical 17.67% Basic Materials 15.62% Technology 11.4% Industrials 10.99% Health Care 8.26% Real Estate 5.18% Consumer Defensive 2.75% Utility 2.31% Communication Services 1.1% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406114% ₹246 Cr 2,807,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹190 Cr 1,225,565 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK3% ₹177 Cr 7,474,853 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 24 | APLAPOLLO3% ₹171 Cr 954,980 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL3% ₹160 Cr 1,500,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE3% ₹160 Cr 916,888 Thermax Ltd (Industrials)
Equity, Since 31 Oct 19 | THERMAX3% ₹158 Cr 492,065 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327792% ₹145 Cr 1,100,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹137 Cr 220,298 Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 5262992% ₹134 Cr 484,677 10. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (28 Nov 25) ₹2,824.65 ↑ 1.04 (0.04 %) Net Assets (Cr) ₹12,770 on 31 Oct 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio -2.98 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 20 ₹10,000 31 Oct 21 ₹16,368 31 Oct 22 ₹16,439 31 Oct 23 ₹19,033 31 Oct 24 ₹28,705 31 Oct 25 ₹29,614 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month 0.8% 3 Month 4.9% 6 Month 5% 1 Year 4.2% 3 Year 21.9% 5 Year 21.1% 10 Year 15 Year Since launch 19.3% 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 14.76 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Akhil Kalluri 7 Feb 22 3.73 Yr. Data below for Franklin India Prima Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 21.06% Consumer Cyclical 15.72% Industrials 13.05% Basic Materials 12.05% Health Care 9.71% Technology 7.54% Real Estate 6.38% Consumer Defensive 4.5% Communication Services 3.82% Utility 1.58% Energy 1.15% Asset Allocation
Asset Class Value Cash 3.45% Equity 96.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹386 Cr 16,324,683
↓ -2,818,551 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹312 Cr 717,366 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹291 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹285 Cr 1,631,918 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹272 Cr 8,614,462
↑ 719,846 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹269 Cr 1,499,891 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB2% ₹236 Cr 28,893,177
↑ 6,893,177 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹232 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCON2% ₹218 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE2% ₹216 Cr 1,214,825 11. PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (28 Nov 25) ₹65.19 ↓ -0.06 (-0.09 %) Net Assets (Cr) ₹11,581 on 31 Oct 25 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.7 Sharpe Ratio 0.01 Information Ratio -1.61 Alpha Ratio -1.08 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹19,073 31 Oct 22 ₹19,916 31 Oct 23 ₹20,936 31 Oct 24 ₹27,588 31 Oct 25 ₹29,016 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -1.1% 3 Month 0.6% 6 Month 4.2% 1 Year 4.2% 3 Year 12.9% 5 Year 20.7% 10 Year 15 Year Since launch 16.9% 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 2.59 Yr. Puneet Pal 16 Jul 22 3.3 Yr. Utsav Mehta 1 Nov 23 2 Yr. Vivek Sharma 15 Apr 24 1.55 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 19.73% Financial Services 19.52% Consumer Cyclical 16.21% Health Care 13.61% Basic Materials 10.72% Technology 7.67% Communication Services 3.1% Real Estate 2.82% Consumer Defensive 2.25% Utility 0.96% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.59% Debt 0.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH3% ₹405 Cr 3,526,055 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5333983% ₹343 Cr 1,079,711 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT3% ₹341 Cr 548,106 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS3% ₹339 Cr 244,398 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹317 Cr 1,704,465 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹310 Cr 577,100 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹308 Cr 1,992,769 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA3% ₹301 Cr 2,433,285 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | VMM3% ₹297 Cr 20,547,181 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5433203% ₹290 Cr 9,112,137
పెట్టుబడి పెట్టడానికి సరైన ఫండ్ను ఎంచుకునే సమయంలో పెట్టుబడిదారులు చూడవలసిన కొన్ని ముఖ్యమైన గుణాత్మక మరియు పరిమాణాత్మక అంశాలు ఉన్నాయి. పథకం లేదా మ్యూచువల్ఫండ్ రేటింగ్ ప్రారంభించడానికి బాగా ఉండాలి. ఇది AUM (నిర్వహణలో ఉన్న ఆస్తులు), ఫండ్ వయస్సు, గత రాబడి, ఖర్చు నిష్పత్తి మొదలైన ఇతర డేటాతో అనుబంధించబడాలి. ఇంకా, పెట్టుబడిదారులు ఫండ్ యొక్క గత మూడు సంవత్సరాల పనితీరును తనిఖీ చేయాలని సూచించారు. ఒక ఫండ్ INR 100 కోట్ల కంటే ఎక్కువ నికర ఆస్తులను కలిగి ఉండాలి మరియు గత ఒక సంవత్సరంలో మిడ్-క్యాప్ స్టాక్లకు కనీసం 50 శాతం కంటే ఎక్కువ సగటు కేటాయింపును కలిగి ఉండాలి. ఇంకా, పెట్టుబడిదారులు నిధుల వ్యయ నిష్పత్తిని కూడా తనిఖీ చేయాలి, అయినప్పటికీ, ఇది ఫండ్ పనితీరు వంటి ఇతర ముఖ్యమైన అంశాలను అధిగమించకూడదు.

ఫండ్ మేనేజర్ ట్రాక్ రికార్డ్ మరియు ఇన్వెస్ట్మెంట్ ప్రాసెస్ వంటి ఇతర గుణాత్మక అంశాలను అదనంగా తనిఖీ చేయాలని పెట్టుబడిదారులు సలహా ఇస్తారు. ఆర్థిక మార్కెట్లలో బలమైన ఉనికిని కలిగి ఉన్న ఫండ్ హౌస్లను గుర్తించండి మరియు సుదీర్ఘమైన మరియు స్థిరమైన ట్రాక్ రికార్డ్ ఉన్న నిధులను అందించండి. మీ డబ్బును పెట్టుబడి పెట్టడానికి మీకు నమ్మకం ఉన్న ఫండ్ హౌస్ను తప్పనిసరిగా ఎంచుకోవాలి. ఫండ్స్లో ఎంత మంది టాప్ పెర్ఫార్మర్స్గా ఉంటారో కూడా చూడాలి. పెద్ద సంఖ్యలో మంచి పనితీరు గల నిధులను కలిగి ఉండటం అంటే ఫండ్ హౌస్ యొక్క మొత్తం వ్యూహం మంచి క్రమంలో ఉందని అర్థం.
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మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
మిడ్-క్యాప్ ఫండ్స్తో వెళ్లడం అనేది ఒకరి ఇన్వెస్ట్మెంట్ పోర్ట్ఫోలియోకు వారు అందించే రాబడిని పరిగణనలోకి తీసుకుని రివార్డ్గా ఉంటుంది. మిడ్-క్యాప్ మ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టేటప్పుడు, మిడ్-క్యాప్లు అధిక-రిస్క్ రిటర్న్ ఫండ్స్ అయినందున పెట్టుబడిదారులు ఎక్స్పోజర్ను వాంఛనీయ స్థాయిలలోనే ఉంచడం మంచిది.
Research Highlights for Motilal Oswal Midcap 30 Fund