+91-22-489139092021 کے بہترین پرفارمنگ مڈ کیپ فنڈز
مڈ کیپ فنڈز ان کے جمع شدہ فنڈ کی رقم متعدد درمیانے درجے کی کمپنیوں کے ایکویٹی شیئرز میں لگائیں۔ دیمارکیٹ ان کمپنیوں کا سرمایہ ₹500-₹10 کے درمیان ہے،000 کروڑوں اور ان میں بڑے کیپ گروپ کا حصہ بننے اور بڑھنے کی صلاحیت ہے۔ مڈ کیپ کمپنیوں نے بہت سے معاملات میں بڑے کیپ کمپنیوں کے مقابلے بہتر کارکردگی کا مظاہرہ کیا ہے۔ چونکہ یہ کمپنیاں بڑے کیپ کمپنیوں کے مقابلے میں سائز میں چھوٹی ہیں، اس لیے وہ تبدیلیوں کے لیے لچکدار ہیں۔ 2021 میں، جیسے ہی سینسیکس ایک نئے بینچ مارک پر پہنچا، متعدد مڈ کیپ کمپنیوں نے بھی بہتر کارکردگی کی وجہ سے بہتر کارکردگی کا مظاہرہ کیا۔معاشی حالات. سب سے اوپر اوربہترین مڈ کیپ فنڈز پربنیاد سال 2021 کی کارکردگی (واپسی) درج ذیل ہیں۔
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ریٹرن کی بنیاد پر سال 2021 کے لیے سرفہرست اور بہترین کارکردگی کا مظاہرہ کرنے والے مڈ کیپ فنڈز
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) Motilal Oswal Midcap 30 Fund Growth ₹98.7303
↓ -0.79 ₹34,780 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹177.44
↑ 0.56 ₹8,062 43.1 34.1 0.5 43.1 24.4 Edelweiss Mid Cap Fund Growth ₹98.698
↑ 0.07 ₹11,297 38.9 38.4 2.4 50.3 26.4 Sundaram Mid Cap Fund Growth ₹1,363.8
↑ 6.12 ₹12,501 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,672.02
↑ 2.49 ₹12,251 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹111.63
↑ 0.48 ₹31,056 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹28.5232
↑ 0.10 ₹330 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹99.5621
↑ 0.36 ₹2,157 28.5 32.6 4.7 41.5 23.1 ICICI Prudential MidCap Fund Growth ₹292.59
↑ 0.67 ₹6,492 27 32.8 3.1 44.8 19.1 UTI Mid Cap Fund Growth ₹294.115
↑ 0.38 ₹11,668 23.3 30.5 -0.8 43.1 32.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund Franklin India Prima Fund Axis Mid Cap Fund IDBI Midcap Fund BNP Paribas Mid Cap Fund ICICI Prudential MidCap Fund UTI Mid Cap Fund Point 1 Highest AUM (₹34,780 Cr). Lower mid AUM (₹8,062 Cr). Lower mid AUM (₹11,297 Cr). Upper mid AUM (₹12,501 Cr). Upper mid AUM (₹12,251 Cr). Top quartile AUM (₹31,056 Cr). Bottom quartile AUM (₹330 Cr). Bottom quartile AUM (₹2,157 Cr). Bottom quartile AUM (₹6,492 Cr). Upper mid AUM (₹11,668 Cr). Point 2 Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ yrs). Oldest track record among peers (31 yrs). Established history (14+ yrs). Established history (8+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 31.86% (top quartile). 5Y return: 26.98% (upper mid). 5Y return: 28.32% (top quartile). 5Y return: 25.79% (upper mid). 5Y return: 23.89% (lower mid). 5Y return: 21.52% (bottom quartile). 5Y return: 21.55% (bottom quartile). 5Y return: 23.88% (lower mid). 5Y return: 25.83% (upper mid). 5Y return: 21.75% (bottom quartile). Point 6 3Y return: 24.92% (top quartile). 3Y return: 27.30% (top quartile). 3Y return: 24.02% (upper mid). 3Y return: 23.09% (upper mid). 3Y return: 21.41% (lower mid). 3Y return: 18.30% (bottom quartile). 3Y return: 19.65% (lower mid). 3Y return: 19.64% (bottom quartile). 3Y return: 21.61% (upper mid). 3Y return: 16.01% (bottom quartile). Point 7 1Y return: -8.20% (bottom quartile). 1Y return: 2.42% (top quartile). 1Y return: -3.76% (upper mid). 1Y return: -4.78% (upper mid). 1Y return: -6.11% (lower mid). 1Y return: -5.07% (upper mid). 1Y return: -8.52% (bottom quartile). 1Y return: -6.88% (lower mid). 1Y return: -3.55% (top quartile). 1Y return: -9.21% (bottom quartile). Point 8 Alpha: 4.99 (top quartile). Alpha: 0.00 (lower mid). Alpha: 3.95 (top quartile). Alpha: 2.99 (upper mid). Alpha: 0.07 (upper mid). Alpha: 0.00 (lower mid). Alpha: -3.43 (bottom quartile). Alpha: -3.80 (bottom quartile). Alpha: 3.29 (upper mid). Alpha: -3.13 (bottom quartile). Point 9 Sharpe: -0.18 (top quartile). Sharpe: 0.14 (top quartile). Sharpe: -0.28 (upper mid). Sharpe: -0.33 (upper mid). Sharpe: -0.48 (lower mid). Sharpe: -0.37 (lower mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.72 (bottom quartile). Sharpe: -0.32 (upper mid). Sharpe: -0.64 (bottom quartile). Point 10 Information ratio: 0.57 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.39 (top quartile). Information ratio: 0.22 (upper mid). Information ratio: -0.01 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.80 (bottom quartile). Information ratio: -0.66 (bottom quartile). Information ratio: -0.16 (lower mid). Information ratio: -1.38 (bottom quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
Franklin India Prima Fund
Axis Mid Cap Fund
IDBI Midcap Fund
BNP Paribas Mid Cap Fund
ICICI Prudential MidCap Fund
UTI Mid Cap Fund
2021 کے لیے سرفہرست 10 پرفارمنگ مڈ کیپ فنڈز
(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 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 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 (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 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 To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category. Research Highlights for Axis Mid Cap Fund Below is the key information for Axis Mid Cap Fund Returns up to 1 year are on The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Midcap Fund Below is the key information for IDBI 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 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 Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI Mid Cap 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 (29 Sep 25) ₹98.7303 ↓ -0.79 (-0.80 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,108 31 Aug 22 ₹20,215 31 Aug 23 ₹25,558 31 Aug 24 ₹41,687 31 Aug 25 ₹41,704 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -3.2% 3 Month -4.6% 6 Month 6.6% 1 Year -8.2% 3 Year 24.9% 5 Year 31.9% 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 | DIXON10% ₹3,505 Cr 2,099,999 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,405 Cr 19,750,000
↑ 1,749,950 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT9% ₹3,179 Cr 6,000,000
↑ 750,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,140 Cr 100,000,000
↑ 100,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹3,025 Cr 60,000,000
↑ 9,923,760 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433969% ₹3,018 Cr 25,000,000
↑ 11,130,003 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,918 Cr 5,500,000
↑ 99,995 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹2,163 Cr 3,050,000
↑ 300,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,429 Cr 3,750,000
↑ 250,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES4% ₹1,286 Cr 2,100,000
↑ 153,298 2. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (29 Sep 25) ₹177.44 ↑ 0.56 (0.32 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹15,770 31 Aug 22 ₹16,877 31 Aug 23 ₹20,541 31 Aug 24 ₹31,641 31 Aug 25 ₹33,990 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.6% 3 Month -1.6% 6 Month 16% 1 Year 2.4% 3 Year 27.3% 5 Year 27% 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 | SWIGGY5% ₹400 Cr 9,763,728
↑ 1,008,324 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹366 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹340 Cr 2,179,545
↑ 147,923 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹325 Cr 2,031,299
↑ 14,403 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹323 Cr 1,676,417 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹322 Cr 463,277 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹318 Cr 1,519,233 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT4% ₹309 Cr 583,431
↑ 142,280 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹280 Cr 14,592,638 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK3% ₹280 Cr 3,893,254
↑ 2,304,000 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (29 Sep 25) ₹98.698 ↑ 0.07 (0.07 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹17,491 31 Aug 22 ₹19,221 31 Aug 23 ₹22,761 31 Aug 24 ₹36,220 31 Aug 25 ₹35,825 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.1% 3 Month -4.2% 6 Month 9.8% 1 Year -3.8% 3 Year 24% 5 Year 28.3% 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 | PERSISTENT3% ₹351 Cr 662,031 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | 5432203% ₹344 Cr 2,981,836 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹329 Cr 1,908,695 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | MARICO3% ₹294 Cr 4,048,052 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹276 Cr 1,559,919 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS2% ₹261 Cr 2,865,466 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹253 Cr 1,981,889 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹249 Cr 180,547 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹245 Cr 146,827 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | CGPOWER2% ₹223 Cr 3,218,245 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (29 Sep 25) ₹1,363.8 ↑ 6.12 (0.45 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,070 31 Aug 22 ₹17,540 31 Aug 23 ₹20,975 31 Aug 24 ₹32,405 31 Aug 25 ₹31,846 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.3% 3 Month -1.6% 6 Month 10.4% 1 Year -4.8% 3 Year 23.1% 5 Year 25.8% 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 | CUMMINSIND4% ₹494 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹395 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS3% ₹354 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹328 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5327202% ₹303 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN2% ₹297 Cr 1,569,363
↑ 19,877 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹271 Cr 5,375,605
↓ -641,216 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹259 Cr 373,091
↓ -9,462 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹257 Cr 484,892 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹256 Cr 3,926,468
↓ -94,797 5. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (29 Sep 25) ₹2,672.02 ↑ 2.49 (0.09 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,067 31 Aug 22 ₹16,410 31 Aug 23 ₹19,821 31 Aug 24 ₹30,267 31 Aug 25 ₹29,190 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -0.5% 3 Month -4.6% 6 Month 6.5% 1 Year -6.1% 3 Year 21.4% 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 | FEDERALBNK3% ₹367 Cr 19,143,234
↓ -117,036 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS2% ₹294 Cr 1,052,885
↑ 100,000 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSIND2% ₹274 Cr 717,366 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | MFSL2% ₹271 Cr 1,692,030 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹255 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹241 Cr 1,499,891 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹234 Cr 337,051
↓ -55,688 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹230 Cr 1,300,578 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | IPCALAB2% ₹227 Cr 1,641,580 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON2% ₹211 Cr 6,391,052 6. Axis Mid Cap Fund
Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (29 Sep 25) ₹111.63 ↑ 0.48 (0.43 %) Net Assets (Cr) ₹31,056 on 31 Aug 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.37 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,422 31 Aug 22 ₹16,836 31 Aug 23 ₹19,084 31 Aug 24 ₹27,738 31 Aug 25 ₹27,161 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.2% 3 Month -2.9% 6 Month 10.2% 1 Year -5.1% 3 Year 18.3% 5 Year 21.5% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 30% 2023 29.6% 2022 -5.1% 2021 39.9% 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 8.78 Yr. Nitin Arora 3 Aug 23 2.08 Yr. Krishnaa N 1 Mar 24 1.5 Yr. Data below for Axis Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.77% Industrials 15.16% Financial Services 14.03% Basic Materials 10.7% Health Care 10.67% Technology 9.08% Real Estate 3.35% Communication Services 3.3% Utility 1.17% Energy 0.71% Consumer Defensive 0.29% Asset Allocation
Asset Class Value Cash 10.74% Equity 89.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | FORTIS4% ₹1,212 Cr 13,299,371 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT3% ₹847 Cr 1,219,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA3% ₹823 Cr 6,436,490
↑ 112,706 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | INDHOTEL3% ₹820 Cr 10,812,201 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | COROMANDEL3% ₹778 Cr 3,367,536
↓ -264,207 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹729 Cr 4,111,208 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹679 Cr 407,055
↑ 6,345 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹669 Cr 2,405,756 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹615 Cr 32,060,601 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5433902% ₹610 Cr 3,445,780
↑ 216,024 7. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (29 Sep 25) ₹28.5232 ↑ 0.10 (0.36 %) Net Assets (Cr) ₹330 on 31 Aug 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio -0.66 Information Ratio -0.8 Alpha Ratio -3.43 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 Aug 20 ₹10,000 31 Aug 21 ₹16,182 31 Aug 22 ₹16,439 31 Aug 23 ₹18,870 31 Aug 24 ₹29,183 31 Aug 25 ₹26,770 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 1.2% 3 Month -4.2% 6 Month 7.9% 1 Year -8.5% 3 Year 19.7% 5 Year 21.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.1% 2023 35.9% 2022 -4.1% 2021 36.6% 2020 24.3% 2019 -2.5% 2018 -14.5% 2017 2016 2015 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Karan Doshi 31 Jul 23 2.09 Yr. Dikshit Mittal 31 Jul 23 2.09 Yr. Data below for IDBI Midcap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 23.05% Industrials 17.55% Financial Services 16% Technology 10.43% Basic Materials 8.53% Health Care 7.21% Consumer Defensive 5.08% Communication Services 3.66% Real Estate 2.55% Utility 1.37% Energy 1.24% Asset Allocation
Asset Class Value Cash 3.32% Equity 96.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA4% ₹14 Cr 105,773 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹12 Cr 143,945 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | TRENT3% ₹9 Cr 16,206 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | INDHOTEL2% ₹7 Cr 97,473 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL2% ₹7 Cr 189,881 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM2% ₹7 Cr 12,978 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | 5327202% ₹7 Cr 267,974 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | MUTHOOTFIN2% ₹7 Cr 25,597 KPIT Technologies Ltd (Technology)
Equity, Since 31 May 25 | KPITTECH2% ₹7 Cr 54,930
↑ 13,755 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF2% ₹7 Cr 22,981 8. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (29 Sep 25) ₹99.5621 ↑ 0.36 (0.36 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,810 31 Aug 22 ₹17,604 31 Aug 23 ₹20,943 31 Aug 24 ₹31,192 31 Aug 25 ₹29,175 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.9% 3 Month -1.8% 6 Month 8.1% 1 Year -6.9% 3 Year 19.6% 5 Year 23.9% 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&D3% ₹69 Cr 250,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹62 Cr 350,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹57 Cr 30,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB2% ₹52 Cr 800,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR2% ₹47 Cr 100,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | BOSCHLTD2% ₹46 Cr 11,500 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 25 | FORTIS2% ₹46 Cr 500,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD2% ₹45 Cr 300,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA2% ₹44 Cr 14,000 Escorts Kubota Ltd (Industrials)
Equity, Since 31 Oct 22 | ESCORTS2% ₹43 Cr 120,000 9. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (29 Sep 25) ₹292.59 ↑ 0.67 (0.23 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,707 31 Aug 22 ₹17,936 31 Aug 23 ₹20,647 31 Aug 24 ₹31,895 31 Aug 25 ₹31,308 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 1.3% 3 Month -3.4% 6 Month 12.9% 1 Year -3.6% 3 Year 21.6% 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 | JINDALSTEL4% ₹264 Cr 2,786,470
↑ 7,243 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹248 Cr 3,465,469
↑ 329,385 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹244 Cr 1,376,584
↑ 100,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL4% ₹237 Cr 3,106,731 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹229 Cr 1,425,196 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹221 Cr 1,418,018 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN3% ₹217 Cr 824,501 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹214 Cr 1,208,585
↑ 50,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹207 Cr 1,524,061 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE3% ₹203 Cr 968,355 10. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (29 Sep 25) ₹294.115 ↑ 0.38 (0.13 %) Net Assets (Cr) ₹11,668 on 31 Aug 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.64 Information Ratio -1.38 Alpha Ratio -3.13 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 Aug 20 ₹10,000 31 Aug 21 ₹16,955 31 Aug 22 ₹18,054 31 Aug 23 ₹21,283 31 Aug 24 ₹30,277 31 Aug 25 ₹27,836 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -0.3% 3 Month -4.3% 6 Month 9.6% 1 Year -9.2% 3 Year 16% 5 Year 21.8% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.3% 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% 2015 6.6% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Vishal Chopda 16 Jun 25 0.21 Yr. Data below for UTI Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 18.95% Consumer Cyclical 18.38% Industrials 17.28% Basic Materials 12.35% Health Care 12.31% Technology 9.91% Real Estate 3.06% Communication Services 2.4% Utility 1.89% Consumer Defensive 0.84% Energy 0.84% Asset Allocation
Asset Class Value Cash 1.8% Equity 98.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹286 Cr 403,783 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD2% ₹256 Cr 1,700,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | MFSL2% ₹242 Cr 1,512,968 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹241 Cr 455,000
↑ 5,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT2% ₹240 Cr 345,000
↓ -30,943 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹239 Cr 3,656,918 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹237 Cr 1,373,013
↓ -26,987 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹223 Cr 420,958 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹222 Cr 750,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON2% ₹217 Cr 130,000
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for Motilal Oswal Midcap 30 Fund