Table of Contents
- What are Mid-Cap Funds?
- Mid Cap Funds (Investing in Mid Cap Stocks)
- Benefits of Investing in Mid Cap Mutual Funds
- Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
- Who Should Invest in Mid Cap Equity Funds?
- Tax on Mid Cap Funds
- How to Invest in Mid Cap Funds Online?
- Best Mid Cap Mutual Funds in India 2025
- Conclusion
Top 10 Equity - Mid Cap Funds
Midcap Mutual Funds
What are Mid-Cap Funds?
Time and again investors are confused about Investing in mid-cap funds. Well, before investing, it’s important for an investor to have an in-depth knowledge about mid-cap funds.
Mid-cap funds invest in mid-sized companies. Stocks held in mid-cap funds are the companies that are still developing. These are mid-size corporates that lie between large and small cap stocks. They rank between the two extremes on all important parameters like company size, client base, revenues, team size, etc. Let's see mid-cap funds in detail.
Mid Cap Funds (Investing in Mid Cap Stocks)
There are various definitions of mid-caps funds in the Market, one could be companies with a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 10,000 Cr. From a standpoint of the investor, the investing period of mid-cap funds should be much higher than large-caps due to the nature of the companies.
When an investor invests in mid caps for a long term, they prefer those companies that they think will be tomorrow's runway successes. Also, the more the investors in mid-cap stocks, the more it tends to grow in size. Since the price of large caps has increased, big investors like Mutual Funds and Foreign Institutional Investors (FIIS) are increasingly investing in mid-caps.
In fact, mid-cap stocks outperformed both large cap and small cap stocks in 2015, due to lower input cost, lower interest rates and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Moreover, companies that are small or mid-sized are flexible and can adapt changes faster. That is why such companies have more potential of higher growth. Some of the most emerging, mid-cap companies in India are- Blue Star Ltd., Bata India Ltd., City Union Bank, IDFC Ltd., PC Jeweller Ltd., etc.
Benefits of Investing in Mid Cap Mutual Funds
Some of the benefits of investing in mid-cap funds are:
- Companies that invest in mid-cap have more potential for growth than large-cap
- Mid-cap firms respond faster to new innovations and changes in the market as they tend to be more focused and specialised in their niche
- Mid-cap stocks are lower in Volatility than small cap stock
- They often tend to outperform large cap and Small cap funds.
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Difference Between Large Cap Funds, Mid Cap Funds and Small Cap Funds
In order to make a better investment decision in Equity Funds, one should understand the fundamental differences between these types equity funds, i.e.- large-, mid-, and small-cap funds:
Investments
Large cap invests in those companies that have the potential of showing year on year steady growth with high profits. Mid-cap funds invest in mid-sized companies. Investors who invest in mid-cap usually prefer those companies that are future’s runaway success. Whereas, small cap companies are generally younger companies or startups that have a lot of scopes to grow.
Market Capitalization
Large cap companies have a market capitalization of more than INR 1000 crore, while mid caps could be companies with a market cap of INR 500 Cr to INR 1000 Cr, and a market cap of the small cap could be less than INR 500 Cr.
Companies
Infosys, Unilever, Reliance Industries, Birla, etc., are a few well-known large cap companies in India. Some of the most emerging, i.e. mid-cap companies in India are Bata India Ltd, City Union Bank, PC Jeweller Ltd, etc. And some of the well-known small-cap companies in India are Indiabulls, Indian Overseas Bank, Just Dial, etc.
Risks
Mid cap and small cap funds are more volatile than Large cap funds. Large cap mutual funds tend to outperform both mid and small cap funds during the bull market.
Who Should Invest in Mid Cap Equity Funds?
Mid-cap funds have a high volatility. They carry more risk than large-cap funds. That’s why, an investor who can bear high-risk in their investment should only prefer investing in this fund. Also, at the end of the day returns also depends on your tenure. The longer you invest, the higher will be the returns.
Historically, mid-caps have shown to perform better than large-caps in a blooming market, but they can fall when the markets dip. Ideally, investors who want to invest in mid-caps or equities should take a SIP (Systematic Investment plan) route to bolster long term market return.
Once you begin investing monthly in a SIP for a longer period of time, your money starts growing every day (being invested in the stock market). Systematic Investment Plan helps you to average your purchase cost and maximise returns. When an investor invests regularly over a period, irrespective of the market conditions, he would get more units when the market is low & less units when the market is high. This averages out the purchase cost of your mutual fund units.
Tax on Mid Cap Funds
The short-term and long-term Capital Gains offered by mutual funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
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Best Mid Cap Mutual Funds in India 2025
Top-performing Mid-cap Funds in India with AUM above 200 Cr are as follows:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹98.012
↑ 0.29 ₹26,421 -5.2 1.4 32.2 28.3 27.7 57.1 Edelweiss Mid Cap Fund Growth ₹93.432
↑ 0.65 ₹8,666 -4 2.2 22.8 22.7 26.4 38.9 PGIM India Midcap Opportunities Fund Growth ₹60.41
↑ 0.15 ₹11,285 -2.5 -1.1 14.1 11 25.1 21 Invesco India Mid Cap Fund Growth ₹158.92
↑ 1.09 ₹6,150 -2 4.4 25.5 21.6 24.3 43.1 SBI Magnum Mid Cap Fund Growth ₹226.979
↓ -0.29 ₹21,818 -3.3 -0.9 15.4 17 24 20.3 ICICI Prudential MidCap Fund Growth ₹269.32
↑ 2.76 ₹6,339 -5.2 -3.6 13 18.3 22.5 27 BNP Paribas Mid Cap Fund Growth ₹95.6377
↑ 0.41 ₹2,186 -5.3 -3.2 13.7 17.6 22.4 28.5 TATA Mid Cap Growth Fund Growth ₹404.036
↑ 2.63 ₹4,529 -6 -6.1 12.5 18.4 21.6 22.7 UTI Mid Cap Fund Growth ₹283.139
↑ 1.61 ₹11,997 -6.2 -5.8 12.3 14.5 21.4 23.3 Franklin India Prima Fund Growth ₹2,602.01
↑ 11.78 ₹12,570 -3.8 0 21.4 20.4 21.2 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Feb 25
(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. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a 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. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap 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. PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a Below is the key information for PGIM India Midcap Opportunities 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. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India 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. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a 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. BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a Below is the key information for BNP Paribas 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. TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a Below is the key information for UTI 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. Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Prima Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 23.2% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (05 Feb 25) ₹98.012 ↑ 0.29 (0.30 %) Net Assets (Cr) ₹26,421 on 31 Dec 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 2.67 Information Ratio 1.32 Alpha Ratio 25.93 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 Jan 20 ₹10,000 31 Jan 21 ₹10,284 31 Jan 22 ₹16,054 31 Jan 23 ₹17,654 31 Jan 24 ₹26,102 31 Jan 25 ₹33,874 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -13.5% 3 Month -5.2% 6 Month 1.4% 1 Year 32.2% 3 Year 28.3% 5 Year 27.7% 10 Year 15 Year Since launch 23.2% 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 0.34 Yr. Niket Shah 1 Jul 20 4.59 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Sunil Sawant 1 Jul 24 0.59 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Technology 29.21% Consumer Cyclical 25.34% Industrials 19.64% Financial Services 5.14% Health Care 4.07% Communication Services 2.9% Utility 2.05% Real Estate 1.98% Basic Materials 0.47% Asset Allocation
Asset Class Value Cash 9.2% Equity 90.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,604 Cr 2,695,000
↑ 95,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹2,548 Cr 33,250,000
↑ 2,750,000 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB9% ₹2,364 Cr 3,250,000
↑ 124,982 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002518% ₹2,137 Cr 3,000,000
↑ 1,250,400 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,099 Cr 3,250,000
↑ 250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN5% ₹1,359 Cr 45,500,000
↑ 3,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M4% ₹1,052 Cr 3,500,000
↓ -1,250,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS4% ₹1,019 Cr 796,967
↑ 796,967 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433964% ₹1,018 Cr 10,000,000
↑ 2,500,000 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS3% ₹895 Cr 4,999,745 2. Edelweiss Mid Cap Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (05 Feb 25) ₹93.432 ↑ 0.65 (0.70 %) Net Assets (Cr) ₹8,666 on 31 Dec 24 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 2.21 Information Ratio 0.49 Alpha Ratio 13.11 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 Jan 20 ₹10,000 31 Jan 21 ₹12,069 31 Jan 22 ₹17,509 31 Jan 23 ₹17,851 31 Jan 24 ₹26,385 31 Jan 25 ₹32,169 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -8.4% 3 Month -4% 6 Month 2.2% 1 Year 22.8% 3 Year 22.7% 5 Year 26.4% 10 Year 15 Year Since launch 13.9% 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 0.3 Yr. Trideep Bhattacharya 1 Oct 21 3.34 Yr. Raj Koradia 1 Aug 24 0.5 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 19.6% Industrials 16.97% Consumer Cyclical 15.76% Technology 13.43% Health Care 11.37% Basic Materials 7.19% Real Estate 4.12% Consumer Defensive 3.9% Communication Services 1.8% Utility 1.39% Energy 1.34% Asset Allocation
Asset Class Value Cash 3.12% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹378 Cr 210,748 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹369 Cr 571,854 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002573% ₹262 Cr 1,112,780 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹253 Cr 1,202,006 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹252 Cr 260,696
↑ 20,998 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹220 Cr 2,505,184 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹200 Cr 9,993,757 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹185 Cr 2,546,699 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹184 Cr 188,023 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹172 Cr 322,121 3. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 40 in Mid Cap category. Return for 2024 was 21% , 2023 was 20.8% and 2022 was -1.7% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (05 Feb 25) ₹60.41 ↑ 0.15 (0.25 %) Net Assets (Cr) ₹11,285 on 31 Dec 24 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 1.72 Sharpe Ratio 1.02 Information Ratio -1.7 Alpha Ratio -0.32 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 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -6.7% 3 Month -2.5% 6 Month -1.1% 1 Year 14.1% 3 Year 11% 5 Year 25.1% 10 Year 15 Year Since launch 17.5% 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 1.84 Yr. Puneet Pal 16 Jul 22 2.55 Yr. Utsav Mehta 1 Nov 23 1.25 Yr. Vivek Sharma 15 Apr 24 0.8 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 18.44% Consumer Cyclical 17.91% Financial Services 17.05% Health Care 12.78% Technology 11.15% Basic Materials 10.21% Communication Services 3.92% Consumer Defensive 3.53% Real Estate 1.84% Utility 0.46% Asset Allocation
Asset Class Value Cash 2.72% Equity 97.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH4% ₹398 Cr 3,526,055 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON4% ₹395 Cr 220,258
↓ -44,305 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹394 Cr 609,968 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA3% ₹314 Cr 2,981,370 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹290 Cr 333,827 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5008502% ₹259 Cr 2,956,582 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | VBL2% ₹259 Cr 4,058,845 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS2% ₹231 Cr 236,523 JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT2% ₹230 Cr 500,296 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5433202% ₹227 Cr 8,146,137 4. Invesco India Mid Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (05 Feb 25) ₹158.92 ↑ 1.09 (0.69 %) Net Assets (Cr) ₹6,150 on 31 Dec 24 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 2.22 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 Jan 20 ₹10,000 31 Jan 21 ₹11,867 31 Jan 22 ₹16,557 31 Jan 23 ₹16,505 31 Jan 24 ₹23,754 31 Jan 25 ₹29,165 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -9.1% 3 Month -2% 6 Month 4.4% 1 Year 25.5% 3 Year 21.6% 5 Year 24.3% 10 Year 15 Year Since launch 16.8% 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 1.23 Yr. Amit Ganatra 1 Sep 23 1.42 Yr. Data below for Invesco India Mid Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Consumer Cyclical 25.51% Financial Services 17.04% Health Care 15.23% Industrials 12.25% Technology 11.48% Real Estate 7.31% Basic Materials 7.02% Communication Services 1.3% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON5% ₹279 Cr 155,335 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹259 Cr 363,079
↑ 28,336 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹253 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹250 Cr 12,506,782 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹232 Cr 436,534 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE4% ₹227 Cr 234,918 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹221 Cr 1,305,659 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF3% ₹182 Cr 13,455,088 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT3% ₹173 Cr 376,558 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO3% ₹157 Cr 344,322 5. SBI Magnum Mid Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 28 in Mid Cap category. Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (05 Feb 25) ₹226.979 ↓ -0.29 (-0.13 %) Net Assets (Cr) ₹21,818 on 31 Dec 24 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 1.08 Information Ratio -0.76 Alpha Ratio -0.15 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 Jan 20 ₹10,000 31 Jan 21 ₹12,130 31 Jan 22 ₹18,277 31 Jan 23 ₹18,605 31 Jan 24 ₹25,675 31 Jan 25 ₹29,456 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -4.6% 3 Month -3.3% 6 Month -0.9% 1 Year 15.4% 3 Year 17% 5 Year 24% 10 Year 15 Year Since launch 17% 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 0.84 Yr. Pradeep Kesavan 1 Apr 24 0.84 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Consumer Cyclical 22.11% Financial Services 19.04% Industrials 14.03% Health Care 13.37% Basic Materials 7.95% Technology 5.34% Real Estate 4.18% Utility 3.2% Consumer Defensive 1.75% Communication Services 1.57% Energy 1.41% Asset Allocation
Asset Class Value Cash 5.93% Equity 93.94% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL5% ₹1,064 Cr 1,600,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹698 Cr 4,700,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹620 Cr 5,500,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹617 Cr 1,490,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5008503% ₹614 Cr 7,000,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL3% ₹597 Cr 6,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000343% ₹546 Cr 800,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER2% ₹545 Cr 1,600,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹540 Cr 27,000,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD2% ₹539 Cr 7,501,000 6. ICICI Prudential MidCap Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 35 in Mid Cap category. Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% . ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (05 Feb 25) ₹269.32 ↑ 2.76 (1.04 %) Net Assets (Cr) ₹6,339 on 31 Dec 24 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 1.38 Information Ratio -0.59 Alpha Ratio 3 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 Jan 20 ₹10,000 31 Jan 21 ₹11,504 31 Jan 22 ₹16,622 31 Jan 23 ₹16,918 31 Jan 24 ₹24,055 31 Jan 25 ₹27,264 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -6.1% 3 Month -5.2% 6 Month -3.6% 1 Year 13% 3 Year 18.3% 5 Year 22.5% 10 Year 15 Year Since launch 17.6% 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 2.59 Yr. Sharmila D’mello 31 Jul 22 2.51 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Basic Materials 28.38% Industrials 20.44% Communication Services 13.52% Financial Services 11.26% Consumer Cyclical 10.7% Real Estate 9.02% Health Care 3.1% Technology 1.84% Utility 0.16% Consumer Defensive 0.1% Energy 0.03% Asset Allocation
Asset Class Value Cash 1.42% Equity 98.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI5% ₹323 Cr 372,785
↑ 33,960 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹214 Cr 3,056,731 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322863% ₹203 Cr 2,179,227 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333983% ₹203 Cr 948,183 Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP3% ₹192 Cr 690,323 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹189 Cr 1,118,018 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 5031003% ₹189 Cr 1,156,191
↓ -183,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO3% ₹175 Cr 1,117,934 Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE3% ₹175 Cr 980,740 KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 24 | KEI3% ₹164 Cr 368,592 7. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 18 in Mid Cap category. Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (05 Feb 25) ₹95.6377 ↑ 0.41 (0.43 %) Net Assets (Cr) ₹2,186 on 31 Dec 24 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio 1.63 Information Ratio -0.39 Alpha Ratio 5.52 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 Jan 20 ₹10,000 31 Jan 21 ₹11,569 31 Jan 22 ₹16,579 31 Jan 23 ₹16,892 31 Jan 24 ₹23,720 31 Jan 25 ₹27,246 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -7.5% 3 Month -5.3% 6 Month -3.2% 1 Year 13.7% 3 Year 17.6% 5 Year 22.4% 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 2.56 Yr. Himanshu Singh 21 Oct 24 0.28 Yr. Data below for BNP Paribas Mid Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 19.33% Consumer Cyclical 15.57% Health Care 14.22% Industrials 11.63% Basic Materials 9.94% Technology 7.4% Energy 3.25% Consumer Defensive 3.24% Communication Services 2.83% Real Estate 2.24% Utility 1.05% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433904% ₹84 Cr 400,000
↓ -100,000 CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL3% ₹67 Cr 100,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹62 Cr 43,250 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008503% ₹61 Cr 700,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹58 Cr 32,500 Future on Oracle Financial Services Software Ltd
Derivatives, Since 31 Dec 24 | -2% ₹51 Cr 40,000
↑ 40,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002572% ₹51 Cr 215,000
↑ 15,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹50 Cr 2,500,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹49 Cr 300,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹47 Cr 225,000 8. TATA Mid Cap Growth Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 31 in Mid Cap category. Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (05 Feb 25) ₹404.036 ↑ 2.63 (0.65 %) Net Assets (Cr) ₹4,529 on 31 Dec 24 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 1.14 Information Ratio -0.84 Alpha Ratio -0.61 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 Jan 20 ₹10,000 31 Jan 21 ₹11,482 31 Jan 22 ₹16,071 31 Jan 23 ₹15,929 31 Jan 24 ₹23,915 31 Jan 25 ₹26,647 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -6.4% 3 Month -6% 6 Month -6.1% 1 Year 12.5% 3 Year 18.4% 5 Year 21.6% 10 Year 15 Year Since launch 12.8% 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 3.9 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 24.74% Financial Services 18.28% Health Care 13.44% Consumer Cyclical 11.01% Basic Materials 8.63% Technology 5.77% Real Estate 5.3% Communication Services 2.97% Utility 1.84% Energy 1.81% Consumer Defensive 1.06% Asset Allocation
Asset Class Value Cash 5.12% Equity 94.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5333983% ₹150 Cr 700,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹145 Cr 1,300,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹141 Cr 250,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹133 Cr 1,000,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹129 Cr 1,800,000
↑ 200,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹121 Cr 369,694 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹118 Cr 500,000 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Oct 23 | OBEROIRLTY3% ₹116 Cr 500,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹105 Cr 1,000,000 Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 5262992% ₹100 Cr 350,000 9. UTI Mid Cap Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 36 in Mid Cap category. Return for 2024 was 23.3% , 2023 was 30.5% and 2022 was -0.8% . UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (05 Feb 25) ₹283.139 ↑ 1.61 (0.57 %) Net Assets (Cr) ₹11,997 on 31 Dec 24 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.08 Information Ratio -1.45 Alpha Ratio -1.22 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 Jan 20 ₹10,000 31 Jan 21 ₹12,452 31 Jan 22 ₹17,612 31 Jan 23 ₹17,416 31 Jan 24 ₹23,875 31 Jan 25 ₹26,486 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -7.8% 3 Month -6.2% 6 Month -5.8% 1 Year 12.3% 3 Year 14.5% 5 Year 21.4% 10 Year 15 Year Since launch 17.9% 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 Ankit Agarwal 30 Aug 19 5.43 Yr. Data below for UTI Mid Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.09% Financial Services 17.32% Industrials 17.17% Technology 12.96% Health Care 11.88% Basic Materials 9.93% Communication Services 3.42% Real Estate 2.14% Consumer Defensive 2.09% Utility 1.84% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE3% ₹327 Cr 338,729
↓ -31,071 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹283 Cr 437,630
↓ -12,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹273 Cr 1,293,210 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹267 Cr 366,808
↑ 20,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 5031002% ₹257 Cr 1,571,611 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹234 Cr 799,495
↑ 68,716 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM2% ₹228 Cr 405,116 Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS2% ₹220 Cr 1,231,484 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹218 Cr 610,282
↑ 29,406 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SOLARINDS2% ₹213 Cr 217,717
↑ 29,577 10. Franklin India Prima Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (05 Feb 25) ₹2,602.01 ↑ 11.78 (0.45 %) Net Assets (Cr) ₹12,570 on 31 Dec 24 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 1.77 Information Ratio -0.15 Alpha Ratio 7.5 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 Jan 20 ₹10,000 31 Jan 21 ₹11,400 31 Jan 22 ₹14,944 31 Jan 23 ₹15,112 31 Jan 24 ₹21,687 31 Jan 25 ₹25,871 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Feb 25 Duration Returns 1 Month -6.8% 3 Month -3.8% 6 Month 0% 1 Year 21.4% 3 Year 20.4% 5 Year 21.2% 10 Year 15 Year Since launch 19.5% 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 14.01 Yr. Sandeep Manam 18 Oct 21 3.29 Yr. Akhil Kalluri 7 Feb 22 2.99 Yr. Data below for Franklin India Prima Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 19.63% Consumer Cyclical 16.97% Basic Materials 13.82% Industrials 12.55% Health Care 10.85% Technology 9.07% Real Estate 6.73% Consumer Defensive 3.94% Communication Services 2.56% Utility 1.34% Energy 0.73% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹469 Cr 23,439,752 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT2% ₹300 Cr 464,990 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹294 Cr 164,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹278 Cr 1,641,580 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹276 Cr 1,631,918 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹275 Cr 1,461,228
↓ -100,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹274 Cr 1,100,123 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹274 Cr 1,300,578
↓ -100,000 Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS2% ₹258 Cr 1,444,026 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹257 Cr 901,105
↓ -75,000
Conclusion
Mid-cap funds can be worth adding to your investment Portfolio. But, consider the returns that they can deliver. However, one thing you need to re-think on is— “Not every mid-cap can be tomorrow’s large cap."
So, choose your investment wisely!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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