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- Top and Best Performing Mid Cap Funds for year 2024 Based on Returns
- Top 10 Performing Mid Cap Funds for 2024
Top 10 Equity - Mid Cap Funds
Best Performing Mid Cap Funds of 2024
mid cap funds invest their accumulated fund money in equity shares of numerous mid-sized companies. The Market capitalization of these companies ranges between ₹500-₹10,000 crores and they have the potential to grow and form part of the large-cap group. Mid-cap companies in many instances have performed better as compared to large-cap companies. As these companies are small in size in comparison to large-cap companies, they are flexible to changes. In 2024, as the Sensex reached a new benchmark a number of mid-cap companies also performed well due to preferable Economic Conditions. The top and Best Mid Cap Funds on the Basis of performance (returns) for the year 2024 are as follows.
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Top and Best Performing Mid Cap Funds for year 2024 Based on Returns
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) Motilal Oswal Midcap 30 Fund Growth ₹92.6273
↓ -0.65 ₹23,704 57.1 41.7 10.7 55.8 9.3 Invesco India Mid Cap Fund Growth ₹152.94
↑ 0.16 ₹5,247 43.1 34.1 0.5 43.1 24.4 L&T Midcap Fund Growth ₹338.657
↓ -0.38 ₹9,541 39.7 40 1.1 30.4 19 Edelweiss Mid Cap Fund Growth ₹89.859
↓ -0.20 ₹7,729 38.9 38.4 2.4 50.3 26.4 Kotak Emerging Equity Scheme Growth ₹118.167
↓ -0.28 ₹43,941 33.6 31.5 5.1 47.3 21.9 Sundaram Mid Cap Fund Growth ₹1,235.09
↓ -5.26 ₹10,451 32 40.4 4.8 37.5 11.8 Franklin India Prima Fund Growth ₹2,508.98
↓ -9.08 ₹10,594 31.8 36.8 2.2 32.6 17.8 Axis Mid Cap Fund Growth ₹101.28
↓ -0.29 ₹26,088 30 29.6 -5.1 39.9 26 IDBI Midcap Fund Growth ₹26.4236
↓ -0.21 ₹277 29.1 35.9 -4.1 36.6 24.3 BNP Paribas Mid Cap Fund Growth ₹92.1413
↓ -0.50 ₹1,858 28.5 32.6 4.7 41.5 23.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
Top 10 Performing Mid Cap Funds for 2024
(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 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 generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100. L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a Below is the key information for L&T Midcap 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 investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Emerging Equity Scheme 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. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a 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. 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 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. Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a 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. IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a 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. 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 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.2% 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 (28 Mar 25) ₹92.6273 ↓ -0.65 (-0.70 %) Net Assets (Cr) ₹23,704 on 28 Feb 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.43 Information Ratio 0.72 Alpha Ratio 16.87 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,725 28 Feb 22 ₹15,686 28 Feb 23 ₹18,295 29 Feb 24 ₹27,817 28 Feb 25 ₹32,165 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.5% 3 Month -16.7% 6 Month -13.9% 1 Year 16.9% 3 Year 28.3% 5 Year 36.7% 10 Year 15 Year Since launch 22.2% 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 0.41 Yr. Niket Shah 1 Jul 20 4.67 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Sunil Sawant 1 Jul 24 0.67 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 34.2% Consumer Cyclical 16.45% Industrials 14.08% Health Care 4.4% Communication Services 3.36% Utility 2.23% Real Estate 1.95% Financial Services 1.73% Asset Allocation
Asset Class Value Cash 24.38% Equity 75.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,413 Cr 4,000,000
↑ 750,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,355 Cr 2,850,000
↑ 155,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹1,761 Cr 35,000,100
↑ 1,750,100 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002516% ₹1,507 Cr 2,620,200
↓ -379,800 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON6% ₹1,499 Cr 1,000,000
↑ 700,130 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,117 Cr 1,850,000
↓ -1,400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹855 Cr 8,056,130
↑ 556,130 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA3% ₹823 Cr 6,075,571
↑ 816,804 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433963% ₹776 Cr 10,001,000
↑ 1,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS3% ₹699 Cr 766,376
↓ -30,591 2. Invesco India Mid Cap Fund
CAGR/Annualized return of 16.4% 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 (28 Mar 25) ₹152.94 ↑ 0.16 (0.10 %) Net Assets (Cr) ₹5,247 on 28 Feb 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.25 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,136 28 Feb 22 ₹15,671 28 Feb 23 ₹16,374 29 Feb 24 ₹24,371 28 Feb 25 ₹26,911 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.3% 3 Month -11.4% 6 Month -11.7% 1 Year 18.5% 3 Year 22.2% 5 Year 31.4% 10 Year 15 Year Since launch 16.4% 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 1.31 Yr. Amit Ganatra 1 Sep 23 1.5 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 22.9% Consumer Cyclical 20.76% Health Care 16.35% Technology 10.8% Industrials 10.14% Basic Materials 9.5% Real Estate 7.14% Communication Services 1.69% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹245 Cr 16,854,973
↑ 3,399,885 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹238 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹234 Cr 12,506,782 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹233 Cr 155,335 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹232 Cr 436,534 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹209 Cr 363,079 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹208 Cr 431,234
↑ 54,676 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹194 Cr 234,918 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹188 Cr 1,684,103
↑ 300,918 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE3% ₹178 Cr 1,305,659 3. L&T Midcap Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 5 in Mid Cap category. Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% . L&T Midcap Fund
Growth Launch Date 9 Aug 04 NAV (28 Mar 25) ₹338.657 ↓ -0.38 (-0.11 %) Net Assets (Cr) ₹9,541 on 28 Feb 25 Category Equity - Mid Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.77 Sharpe Ratio -0.18 Information Ratio -0.34 Alpha Ratio 1.61 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,679 28 Feb 22 ₹14,469 28 Feb 23 ₹15,177 29 Feb 24 ₹23,247 28 Feb 25 ₹23,245 Returns for L&T Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.6% 3 Month -16.5% 6 Month -16.9% 1 Year 7.9% 3 Year 19.3% 5 Year 28.3% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.7% 2023 40% 2022 1.1% 2021 30.4% 2020 19% 2019 -0.2% 2018 -12% 2017 52.3% 2016 9.8% 2015 10.8% Fund Manager information for L&T Midcap Fund
Name Since Tenure Venugopal Manghat 1 Oct 23 1.42 Yr. Cheenu Gupta 26 Nov 22 2.26 Yr. Sonal Gupta 1 Oct 23 1.42 Yr. Data below for L&T Midcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 25.79% Financial Services 20.07% Technology 18.12% Consumer Cyclical 12.9% Health Care 8.52% Utility 4.66% Real Estate 4.66% Consumer Defensive 2.39% Basic Materials 1.96% Communication Services 0.06% Asset Allocation
Asset Class Value Cash 0.86% Equity 99.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000935% ₹541 Cr 8,521,430 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT5% ₹499 Cr 827,298
↑ 336,498 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5433905% ₹494 Cr 2,860,900
↑ 141,700 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹493 Cr 929,058
↑ 181,258 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON4% ₹457 Cr 304,800 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433204% ₹388 Cr 17,596,500
↑ 2,460,941 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH4% ₹387 Cr 3,648,000
↑ 305,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC3% ₹373 Cr 964,400 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5008503% ₹366 Cr 4,782,177
↑ 1,645,877 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 5002513% ₹365 Cr 634,900 4. Edelweiss Mid Cap Fund
CAGR/Annualized return of 13.6% 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 (28 Mar 25) ₹89.859 ↓ -0.20 (-0.22 %) Net Assets (Cr) ₹7,729 on 28 Feb 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.14 Information Ratio 0.18 Alpha Ratio 8.1 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 29 Feb 20 ₹10,000 28 Feb 21 ₹14,133 28 Feb 22 ₹17,305 28 Feb 23 ₹18,450 29 Feb 24 ₹27,871 28 Feb 25 ₹30,097 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.4% 3 Month -10.5% 6 Month -12.4% 1 Year 17.6% 3 Year 22.9% 5 Year 35.1% 10 Year 15 Year Since launch 13.6% 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 0.38 Yr. Trideep Bhattacharya 1 Oct 21 3.41 Yr. Raj Koradia 1 Aug 24 0.58 Yr. Data below for Edelweiss Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.96% Consumer Cyclical 16.5% Industrials 14.68% Health Care 12.6% Technology 11.89% Basic Materials 7.86% Consumer Defensive 4.99% Real Estate 3.84% Communication Services 1.79% Energy 1.35% Asset Allocation
Asset Class Value Cash 3.54% Equity 96.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹322 Cr 214,550
↑ 3,802 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹283 Cr 468,879
↓ -102,975 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹261 Cr 2,461,020
↑ 1,351,437 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹244 Cr 3,185,298
↑ 680,114 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002573% ₹237 Cr 1,140,343
↑ 27,563 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹223 Cr 3,318,848
↑ 1,715,413 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹221 Cr 267,153
↑ 6,457 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹213 Cr 1,231,780
↑ 29,774 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹196 Cr 192,679
↑ 4,656 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹176 Cr 1,859,803
↑ 249,595 5. Kotak Emerging Equity Scheme
CAGR/Annualized return of 14.7% since its launch. Ranked 12 in Mid Cap category. Return for 2024 was 33.6% , 2023 was 31.5% and 2022 was 5.1% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (28 Mar 25) ₹118.167 ↓ -0.28 (-0.23 %) Net Assets (Cr) ₹43,941 on 28 Feb 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.06 Information Ratio -0.54 Alpha Ratio 6.78 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Years (1%),2 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,664 28 Feb 22 ₹16,709 28 Feb 23 ₹18,291 29 Feb 24 ₹24,931 28 Feb 25 ₹26,434 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.6% 3 Month -11.8% 6 Month -13.8% 1 Year 15.3% 3 Year 19.1% 5 Year 32% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.6% 2023 31.5% 2022 5.1% 2021 47.3% 2020 21.9% 2019 8.9% 2018 -11.7% 2017 43% 2016 10.4% 2015 8.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 1.11 Yr. Data below for Kotak Emerging Equity Scheme as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 18.27% Technology 16.21% Basic Materials 15.17% Consumer Cyclical 14.37% Financial Services 11.42% Health Care 10.73% Energy 3.08% Real Estate 2.96% Communication Services 2.01% Consumer Defensive 1.39% Utility 0.82% Asset Allocation
Asset Class Value Cash 3.56% Equity 96.44% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 5262993% ₹1,672 Cr 5,829,668
↑ 2,142 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244943% ₹1,585 Cr 10,978,635
↑ 182,411 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328433% ₹1,583 Cr 24,724,343 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹1,452 Cr 8,010,973 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS3% ₹1,396 Cr 1,529,941 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 5063953% ₹1,369 Cr 7,565,556 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹1,294 Cr 2,144,997
↓ -262,019 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT3% ₹1,232 Cr 2,548,700
↓ -14,204 Wipro Ltd (Technology)
Equity, Since 30 Sep 24 | 5076852% ₹1,146 Cr 36,730,132
↑ 1,849,956 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 23 | DIXON2% ₹1,129 Cr 753,620 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.7% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Mar 25) ₹1,235.09 ↓ -5.26 (-0.42 %) Net Assets (Cr) ₹10,451 on 28 Feb 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.05 Information Ratio -0.12 Alpha Ratio 4.15 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,188 28 Feb 22 ₹14,328 28 Feb 23 ₹15,254 29 Feb 24 ₹23,173 28 Feb 25 ₹24,152 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.4% 3 Month -10% 6 Month -13.8% 1 Year 12.4% 3 Year 21.7% 5 Year 30.2% 10 Year 15 Year Since launch 23.7% 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 4.02 Yr. Ratish Varier 24 Feb 21 4.02 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 19.52% Consumer Cyclical 18.4% Industrials 15.29% Health Care 11.03% Basic Materials 9.99% Technology 6.45% Real Estate 3.43% Consumer Defensive 3.4% Communication Services 3.32% Utility 2.1% Energy 1.7% Asset Allocation
Asset Class Value Cash 5.37% Equity 94.63% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,261,598
↑ 27,698 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹360 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹316 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹303 Cr 6,016,821 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT3% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹281 Cr 1,350,321
↓ -37,879 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹272 Cr 4,897,146
↑ 338,790 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹252 Cr 1,389,543 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002512% ₹250 Cr 434,230
↓ -66,178 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹248 Cr 3,879,249
↓ -98,100 7. Franklin India Prima Fund
CAGR/Annualized return of 19.3% 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 (28 Mar 25) ₹2,508.98 ↓ -9.08 (-0.36 %) Net Assets (Cr) ₹10,594 on 28 Feb 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.09 Information Ratio -0.21 Alpha Ratio 6.7 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,255 28 Feb 22 ₹14,788 28 Feb 23 ₹15,760 29 Feb 24 ₹23,012 28 Feb 25 ₹24,630 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.9% 3 Month -8.9% 6 Month -11.8% 1 Year 16.1% 3 Year 21.6% 5 Year 29.4% 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 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 7 Feb 22 3.06 Yr. Data below for Franklin India Prima Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.15% Consumer Cyclical 15.67% Basic Materials 14.43% Industrials 13.27% Health Care 10.25% Technology 8.72% Real Estate 5.96% Consumer Defensive 4.24% Communication Services 2.63% Utility 1.14% Energy 0.69% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹411 Cr 21,939,752
↓ -1,500,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT2% ₹265 Cr 439,990
↓ -25,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹258 Cr 901,105 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹256 Cr 1,100,123 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹246 Cr 164,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹237 Cr 1,311,228
↓ -150,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹237 Cr 1,641,580 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹229 Cr 2,153,205 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹225 Cr 1,300,578 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹222 Cr 1,631,918 8. Axis Mid Cap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 41 in Mid Cap category. Return for 2024 was 30% , 2023 was 29.6% and 2022 was -5.1% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (28 Mar 25) ₹101.28 ↓ -0.29 (-0.29 %) Net Assets (Cr) ₹26,088 on 28 Feb 25 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.02 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,117 28 Feb 22 ₹15,982 28 Feb 23 ₹16,011 29 Feb 24 ₹21,932 28 Feb 25 ₹23,152 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.4% 3 Month -9.2% 6 Month -13.9% 1 Year 11.4% 3 Year 15.2% 5 Year 25.7% 10 Year 15 Year Since launch 17.8% 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 8.27 Yr. Nitin Arora 3 Aug 23 1.58 Yr. Krishnaa N 1 Mar 24 1 Yr. Data below for Axis Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18% Industrials 14.59% Financial Services 13.75% Health Care 12.44% Technology 11.74% Basic Materials 9.07% Real Estate 4.09% Communication Services 2.22% Utility 1.22% Energy 0.58% Consumer Defensive 0.56% Asset Allocation
Asset Class Value Cash 11.52% Equity 88.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹906 Cr 1,501,062 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5008503% ₹897 Cr 11,730,131 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 22 | 5328433% ₹851 Cr 13,299,371 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5063952% ₹705 Cr 3,893,484 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002512% ₹649 Cr 1,128,653
↓ -402,412 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5002572% ₹607 Cr 2,917,246
↑ 207,498 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹557 Cr 4,111,208
↑ 87,732 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | FEDERALBNK2% ₹542 Cr 28,960,544 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 20 | JKCEMENT2% ₹535 Cr 1,106,405 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN2% ₹514 Cr 4,000,185
↓ -99,849 9. IDBI Midcap Fund
CAGR/Annualized return of 12.6% since its launch. Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% . IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (28 Mar 25) ₹26.4236 ↓ -0.21 (-0.79 %) Net Assets (Cr) ₹277 on 28 Feb 25 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.28 Sharpe Ratio 0 Information Ratio -0.96 Alpha Ratio 5.52 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,355 28 Feb 22 ₹15,075 28 Feb 23 ₹15,009 29 Feb 24 ₹22,024 28 Feb 25 ₹23,063 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.7% 3 Month -10.6% 6 Month -15.3% 1 Year 13% 3 Year 18.1% 5 Year 28.1% 10 Year 15 Year Since launch 12.6% 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 1.58 Yr. Dikshit Mittal 31 Jul 23 1.58 Yr. Data below for IDBI Midcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 29.97% Industrials 22.66% Financial Services 11.63% Technology 8.88% Basic Materials 7.31% Health Care 4.79% Communication Services 4.27% Consumer Defensive 3.04% Real Estate 2.5% Utility 1.75% Energy 1.44% Asset Allocation
Asset Class Value Cash 1.76% Equity 98.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹16 Cr 166,524
↓ -27,000 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 5002514% ₹12 Cr 20,266 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹10 Cr 105,773 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹8 Cr 433,372 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF3% ₹8 Cr 28,237 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5008502% ₹7 Cr 97,473 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL2% ₹7 Cr 253,539 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT2% ₹7 Cr 11,637
↑ 4,979 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM2% ₹7 Cr 12,978 Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS2% ₹6 Cr 47,289
↑ 4,659 10. BNP Paribas Mid Cap Fund
CAGR/Annualized return of 12.5% 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 (28 Mar 25) ₹92.1413 ↓ -0.50 (-0.54 %) Net Assets (Cr) ₹1,858 on 28 Feb 25 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.19 Information Ratio -0.83 Alpha Ratio 1.26 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,568 28 Feb 22 ₹16,526 28 Feb 23 ₹17,139 29 Feb 24 ₹25,144 28 Feb 25 ₹25,630 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 6.5% 3 Month -9.6% 6 Month -13.8% 1 Year 8.5% 3 Year 17.2% 5 Year 29.3% 10 Year 15 Year Since launch 12.5% 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 2.63 Yr. Himanshu Singh 21 Oct 24 0.36 Yr. Data below for BNP Paribas Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 19.23% Consumer Cyclical 14.4% Industrials 14.15% Health Care 13.39% Basic Materials 10.45% Technology 8.82% Consumer Defensive 5.49% Energy 3.19% Communication Services 3% Real Estate 2.41% Utility 1% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹69 Cr 400,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹56 Cr 43,250 CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL3% ₹54 Cr 100,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008503% ₹54 Cr 700,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031002% ₹49 Cr 300,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹47 Cr 2,500,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002572% ₹45 Cr 215,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹44 Cr 2,200,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹44 Cr 800,000 Escorts Kubota Ltd (Industrials)
Equity, Since 31 Oct 22 | 5004952% ₹43 Cr 120,000
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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