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2021 ರ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು 2018

2021 ರ ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

Updated on December 18, 2024 , 2127 views

ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ತಮ್ಮ ಸಂಚಿತ ನಿಧಿಯ ಹಣವನ್ನು ಹಲವಾರು ಮಧ್ಯಮ ಗಾತ್ರದ ಕಂಪನಿಗಳ ಈಕ್ವಿಟಿ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ದಿಮಾರುಕಟ್ಟೆ ಈ ಕಂಪನಿಗಳ ಬಂಡವಾಳೀಕರಣವು ₹500-₹10 ರ ನಡುವೆ ಇರುತ್ತದೆ,000 ಕೋಟಿಗಳು ಮತ್ತು ಅವರು ದೊಡ್ಡ ಕ್ಯಾಪ್ ಗುಂಪಿನಲ್ಲಿ ಬೆಳೆಯುವ ಮತ್ತು ಭಾಗವಾಗಲು ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿದ್ದಾರೆ. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಕಂಪನಿಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ಅನೇಕ ನಿದರ್ಶನಗಳಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿವೆ. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಕಂಪನಿಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಈ ಕಂಪನಿಗಳು ಗಾತ್ರದಲ್ಲಿ ಚಿಕ್ಕದಾಗಿರುವುದರಿಂದ, ಅವು ಬದಲಾವಣೆಗಳಿಗೆ ಹೊಂದಿಕೊಳ್ಳುತ್ತವೆ. 2021 ರಲ್ಲಿ, ಸೆನ್ಸೆಕ್ಸ್ ಹೊಸ ಮಾನದಂಡವನ್ನು ತಲುಪಿದಾಗ ಹಲವಾರು ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ಸಹ ಉತ್ತಮವಾದ ಕಾರಣದಿಂದ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿದವುಆರ್ಥಿಕ ಪರಿಸ್ಥಿತಿಗಳು. ಮೇಲ್ಭಾಗ ಮತ್ತುಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಮೇಲೆಆಧಾರ 2021 ರ ಕಾರ್ಯಕ್ಷಮತೆಯ (ರಿಟರ್ನ್ಸ್) ಈ ಕೆಳಗಿನಂತಿದೆ.

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ರಿಟರ್ನ್‌ಗಳ ಆಧಾರದ ಮೇಲೆ 2021 ವರ್ಷಕ್ಕೆ ಟಾಪ್ ಮತ್ತು ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)2023 (%)2022 (%)2021 (%)2020 (%)2019 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹110.263
↓ -3.47
₹22,89841.710.755.89.39.7
TATA Mid Cap Growth Fund Growth ₹424.079
↓ -8.09
₹4,49440.50.64024.36.5
Sundaram Mid Cap Fund Growth ₹1,365.24
↓ -28.63
₹12,42540.44.837.511.8-0.3
L&T Midcap Fund Growth ₹406.717
↓ -11.45
₹11,912401.130.419-0.2
Aditya Birla Sun Life Midcap Fund Growth ₹770.14
↓ -15.30
₹5,93039.9-5.350.415.5-3.7
DSP BlackRock Midcap Fund Growth ₹145.113
↓ -2.88
₹19,21638.4-4.928.323.69.2
Edelweiss Mid Cap Fund Growth ₹100.255
↓ -2.33
₹8,28038.42.450.326.45.2
Taurus Discovery (Midcap) Fund Growth ₹118.95
↓ -2.96
₹13038.46.732.725.51.6
Franklin India Prima Fund Growth ₹2,747.64
↓ -60.88
₹12,44136.82.232.617.83.5
IDBI Midcap Fund Growth ₹29.2674
↓ -0.64
₹31935.9-4.136.624.3-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

2021 ಗಾಗಿ ಟಾಪ್ 10 ಕಾರ್ಯಕ್ಷಮತೆಯ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

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 CAGR/Annualized return of 24.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (20 Dec 24) ₹110.263 ↓ -3.47   (-3.05 %)
Net Assets (Cr) ₹22,898 on 30 Nov 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 2.78
Information Ratio 1.28
Alpha Ratio 24.05
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,587
30 Nov 21₹16,512
30 Nov 22₹19,659
30 Nov 23₹25,566
30 Nov 24₹40,921

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 5.8%
3 Month 2.7%
6 Month 18.1%
1 Year 58.4%
3 Year 36.7%
5 Year 33.1%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.17 Yr.
Niket Shah1 Jul 204.42 Yr.
Santosh Singh1 Oct 240.17 Yr.
Rakesh Shetty22 Nov 222.03 Yr.
Sunil Sawant1 Jul 240.42 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.33%
Technology24.3%
Industrials20.33%
Financial Services6.71%
Health Care3.21%
Basic Materials3.07%
Communication Services2.24%
Real Estate2.2%
Asset Allocation
Asset ClassValue
Cash0.61%
Equity99.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
10%₹2,281 Cr3,125,018
↑ 250,018
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,258 Cr2,600,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹2,210 Cr30,500,000
↑ 1,516,281
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
9%₹2,168 Cr77,500,000
↑ 45,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,772 Cr3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
6%₹1,409 Cr4,750,000
↑ 944,245
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
6%₹1,395 Cr42,500,000
↓ -7,500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
5%₹1,189 Cr1,749,600
↑ 1,749,600
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BAJAJ-AUTO
4%₹1,016 Cr1,125,000
↓ -242,958
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹829 Cr4,999,745
↓ -255

2. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

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 CAGR/Annualized return of 13.1% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (20 Dec 24) ₹424.079 ↓ -8.09   (-1.87 %)
Net Assets (Cr) ₹4,494 on 30 Nov 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 1.57
Information Ratio -0.77
Alpha Ratio 0.66
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,816
30 Nov 21₹17,050
30 Nov 22₹17,824
30 Nov 23₹23,392
30 Nov 24₹30,357

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 1.4%
3 Month -6.7%
6 Month -2%
1 Year 26%
3 Year 22.1%
5 Year 24.9%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.73 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials25.75%
Financial Services18.1%
Health Care13.12%
Basic Materials9.9%
Consumer Cyclical9.56%
Technology5.63%
Real Estate4.9%
Communication Services2.97%
Consumer Defensive2.82%
Energy1.79%
Utility0.82%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹167 Cr1,300,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹144 Cr250,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹140 Cr1,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹135 Cr700,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹129 Cr369,694
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹112 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹109 Cr500,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
2%₹105 Cr212,592
↓ -4,820
Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 526299
2%₹101 Cr350,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Oct 23 | OBEROIRLTY
2%₹98 Cr500,000

3. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

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 CAGR/Annualized return of 24.6% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (20 Dec 24) ₹1,365.24 ↓ -28.63   (-2.05 %)
Net Assets (Cr) ₹12,425 on 30 Nov 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.26
Information Ratio 0.34
Alpha Ratio 9.23
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,686
30 Nov 21₹15,103
30 Nov 22₹16,491
30 Nov 23₹21,320
30 Nov 24₹29,647

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 3.5%
3 Month -4.2%
6 Month 7.6%
1 Year 35.6%
3 Year 26.7%
5 Year 24.6%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.77 Yr.
Ratish Varier24 Feb 213.77 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services19.87%
Consumer Cyclical18.59%
Industrials17.55%
Health Care11.26%
Basic Materials8.5%
Technology5.91%
Consumer Defensive3.29%
Real Estate3.05%
Utility2.6%
Communication Services2.41%
Energy1.42%
Asset Allocation
Asset ClassValue
Cash5.55%
Equity94.45%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹463 Cr7,044,972
↓ -566,695
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹412 Cr1,177,160
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹408 Cr20,011,397
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹369 Cr517,776
↓ -7,851
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹311 Cr694,463
↓ -243,869
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹304 Cr1,388,200
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹292 Cr1,747,182
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹285 Cr4,812,470
↑ 198,037
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹284 Cr4,543,631
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹273 Cr1,389,543

4. L&T Midcap Fund

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 CAGR/Annualized return of 20% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (20 Dec 24) ₹406.717 ↓ -11.45   (-2.74 %)
Net Assets (Cr) ₹11,912 on 30 Nov 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 2.6
Information Ratio 0.14
Alpha Ratio 12.22
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,451
30 Nov 21₹15,268
30 Nov 22₹15,982
30 Nov 23₹20,968
30 Nov 24₹29,539

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 7.2%
3 Month -0.2%
6 Month 10%
1 Year 44.3%
3 Year 27.3%
5 Year 25.6%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 231.17 Yr.
Cheenu Gupta26 Nov 222.02 Yr.
Sonal Gupta1 Oct 231.17 Yr.

Data below for L&T Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials32.67%
Financial Services20.17%
Consumer Cyclical12.88%
Technology10.29%
Real Estate6.73%
Health Care6.47%
Utility5.25%
Consumer Defensive2.31%
Basic Materials1.62%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
5%₹605 Cr90,407,100
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
4%₹509 Cr7,222,000
↑ 1,955,800
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹453 Cr634,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹429 Cr304,800
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
4%₹427 Cr6,288,700
↑ 767,500
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
4%₹415 Cr964,400
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
3%₹400 Cr2,351,700
↑ 189,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹355 Cr14,675,800
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹340 Cr970,100
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹338 Cr1,175,100

5. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch.  Ranked 16 in Mid Cap category.  Return for 2023 was 39.9% , 2022 was -5.3% and 2021 was 50.4% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (20 Dec 24) ₹770.14 ↓ -15.30   (-1.95 %)
Net Assets (Cr) ₹5,930 on 30 Nov 24
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 1.41
Information Ratio -1.08
Alpha Ratio -0.53
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,900
30 Nov 21₹16,894
30 Nov 22₹17,052
30 Nov 23₹21,476
30 Nov 24₹28,237

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 2.1%
3 Month -7.3%
6 Month 1.7%
1 Year 27.5%
3 Year 19.5%
5 Year 23.1%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.08 Yr.
Dhaval Joshi21 Nov 222.03 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services18.23%
Consumer Cyclical17.72%
Basic Materials16.17%
Industrials16.02%
Health Care11.77%
Utility4.86%
Technology4.63%
Consumer Defensive4.23%
Communication Services2.7%
Real Estate2.16%
Energy0.78%
Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹200 Cr1,100,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹194 Cr3,100,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 506395
3%₹190 Cr1,137,269
↓ -30,469
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
3%₹169 Cr1,000,000
↓ -21,197
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹166 Cr384,431
↓ -146
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹165 Cr964,000
↓ -36,000
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹157 Cr1,225,565
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
2%₹147 Cr2,407,000
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
2%₹144 Cr498,427
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹141 Cr448,814

6. DSP BlackRock Midcap Fund

(Erstwhile DSP BlackRock Small and Mid Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Midcap Fund is a Equity - Mid Cap fund was launched on 14 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 20 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was -4.9% and 2021 was 28.3% .

Below is the key information for DSP BlackRock Midcap Fund

DSP BlackRock Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (20 Dec 24) ₹145.113 ↓ -2.88   (-1.94 %)
Net Assets (Cr) ₹19,216 on 30 Nov 24
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.36
Information Ratio -1.24
Alpha Ratio -0.6
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,223
30 Nov 21₹15,828
30 Nov 22₹15,707
30 Nov 23₹19,991
30 Nov 24₹25,821

DSP BlackRock Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for DSP BlackRock Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 2.4%
3 Month -4.5%
6 Month 2.1%
1 Year 25.6%
3 Year 18.5%
5 Year 20.7%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 -4.9%
2021 28.3%
2020 23.6%
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
2014 70.5%
Fund Manager information for DSP BlackRock Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 1212.43 Yr.
Abhishek Ghosh1 Sep 222.25 Yr.

Data below for DSP BlackRock Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.53%
Industrials17.68%
Financial Services15.48%
Basic Materials15.11%
Technology9.52%
Health Care8.97%
Consumer Defensive3.19%
Energy2.65%
Real Estate2.45%
Utility2.08%
Communication Services0%
Asset Allocation
Asset ClassValue
Cash4.33%
Equity95.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
4%₹832 Cr1,091,482
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
4%₹685 Cr4,309,410
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
3%₹625 Cr4,433,406
↑ 389,082
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 500271
3%₹572 Cr4,455,570
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹550 Cr3,297,505
↓ -157,322
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 540611
3%₹544 Cr8,887,244
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 16 | FEDERALBNK
3%₹535 Cr26,232,248
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹528 Cr11,595,035
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | HEROMOTOCO
3%₹505 Cr1,011,860
↑ 149,512
Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 509930
3%₹477 Cr1,110,648
↑ 199,193

7. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

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 CAGR/Annualized return of 14.5% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (20 Dec 24) ₹100.255 ↓ -2.33   (-2.28 %)
Net Assets (Cr) ₹8,280 on 30 Nov 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 2.53
Information Ratio 0.54
Alpha Ratio 13.46
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,071
30 Nov 21₹18,316
30 Nov 22₹19,969
30 Nov 23₹25,352
30 Nov 24₹36,872

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 4.9%
3 Month -1.6%
6 Month 9.5%
1 Year 43.1%
3 Year 27.5%
5 Year 30.4%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Dhruv Bhatia14 Oct 240.13 Yr.
Trideep Bhattacharya1 Oct 213.17 Yr.
Raj Koradia1 Aug 240.33 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services21.61%
Industrials17.3%
Consumer Cyclical14.67%
Health Care12.12%
Technology11.32%
Basic Materials7.32%
Consumer Defensive4.13%
Real Estate3.65%
Communication Services1.81%
Utility1.66%
Energy1.53%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹309 Cr576,038
↓ -64,993
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹283 Cr201,347
↓ -39,358
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
3%₹233 Cr1,063,139
↑ 58,783
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹195 Cr1,148,385
↑ 63,497
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹195 Cr9,547,933
↑ 1,793,993
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹184 Cr179,636
↑ 9,932
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
2%₹171 Cr2,433,091
↑ 134,533
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
2%₹162 Cr2,393,428
↑ 132,340
BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE
2%₹162 Cr361,854
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
2%₹161 Cr211,198
↑ 11,677

8. Taurus Discovery (Midcap) Fund

(Erstwhile Taurus Discovery Fund)

The primary objective of the Scheme is to identify and select low priced stocks through price discovery mechanism, which would broadly include: • To capitalise on available opportunity on growth potential offered by undervalued stocks, especially in the midcap and smallcap space. • Such stocks being low priced and if dividend paying, decent dividend yield will give desired cushion in the volatile capital market. • Many of such cases where investment will be made may be turnaround cases, therefore, greater potential for improvement in NAV.

Taurus Discovery (Midcap) Fund is a Equity - Mid Cap fund was launched on 5 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.5% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 6.7% and 2021 was 32.7% .

Below is the key information for Taurus Discovery (Midcap) Fund

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (20 Dec 24) ₹118.95 ↓ -2.96   (-2.43 %)
Net Assets (Cr) ₹130 on 30 Nov 24
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.8
Information Ratio -0.82
Alpha Ratio -10.15
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-180 Days (0.5%),180 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,002
30 Nov 21₹16,467
30 Nov 22₹18,046
30 Nov 23₹23,388
30 Nov 24₹28,007

Taurus Discovery (Midcap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Taurus Discovery (Midcap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 1.5%
3 Month -6.9%
6 Month -4.8%
1 Year 15.8%
3 Year 19.8%
5 Year 22.5%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 6.7%
2021 32.7%
2020 25.5%
2019 1.6%
2018 -7%
2017 46.1%
2016 3.2%
2015 7.8%
2014 60.7%
Fund Manager information for Taurus Discovery (Midcap) Fund
NameSinceTenure
Anuj Kapil13 Jun 231.47 Yr.
Hemanshu Srivastava18 Jul 240.37 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services21.93%
Consumer Cyclical15.95%
Industrials14.64%
Basic Materials10.66%
Technology10.1%
Communication Services6.21%
Health Care5.23%
Energy4.1%
Real Estate3.37%
Utility1.14%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash6.07%
Equity93.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
4%₹5 Cr501,241
↓ -13,410
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
3%₹4 Cr209,026
↑ 24,271
Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 543297
3%₹4 Cr3,539
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
3%₹4 Cr5,400
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
3%₹4 Cr21,844
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
3%₹4 Cr183,012
↓ -15,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 500850
3%₹4 Cr52,528
Astral Ltd (Industrials)
Equity, Since 31 Aug 17 | 532830
3%₹4 Cr19,958
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL
3%₹3 Cr284,667
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
2%₹3 Cr60,496

9. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

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 CAGR/Annualized return of 19.8% since its launch.  Ranked 29 in Mid Cap category.  Return for 2023 was 36.8% , 2022 was 2.2% and 2021 was 32.6% .

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (20 Dec 24) ₹2,747.64 ↓ -60.88   (-2.17 %)
Net Assets (Cr) ₹12,441 on 30 Nov 24
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.13
Information Ratio -0.34
Alpha Ratio 8.23
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,196
30 Nov 21₹15,410
30 Nov 22₹16,226
30 Nov 23₹20,290
30 Nov 24₹28,279

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 4.1%
3 Month -2.8%
6 Month 5%
1 Year 36.6%
3 Year 24%
5 Year 23.6%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 78.1%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri7 Feb 222.82 Yr.

Data below for Franklin India Prima Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.94%
Consumer Cyclical16.8%
Industrials13.59%
Basic Materials13.59%
Health Care10.47%
Technology8.09%
Real Estate5.32%
Consumer Defensive4.24%
Communication Services2.56%
Utility1.81%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹478 Cr23,439,752
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
2%₹290 Cr1,100,123
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹281 Cr976,105
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹268 Cr2,092,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹267 Cr1,631,918
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
2%₹261 Cr1,641,580
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
2%₹261 Cr1,561,228
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500251
2%₹252 Cr353,937
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
2%₹250 Cr6,391,052
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
2%₹250 Cr464,990
↓ -25,000

10. IDBI Midcap Fund

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 CAGR/Annualized return of 14.6% since its launch.  Return for 2023 was 35.9% , 2022 was -4.1% and 2021 was 36.6% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (20 Dec 24) ₹29.2674 ↓ -0.64   (-2.13 %)
Net Assets (Cr) ₹319 on 30 Nov 24
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 1.6
Information Ratio -0.99
Alpha Ratio 2.52
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,756
30 Nov 21₹16,401
30 Nov 22₹16,631
30 Nov 23₹20,923
30 Nov 24₹27,991

IDBI Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for IDBI Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 2.6%
3 Month -5.4%
6 Month 1.1%
1 Year 32.2%
3 Year 21%
5 Year 23.3%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
2014
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.34 Yr.
Dikshit Mittal31 Jul 231.34 Yr.

Data below for IDBI Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical33.09%
Industrials21.76%
Financial Services10.99%
Basic Materials10.23%
Technology6.8%
Communication Services4.98%
Health Care3.61%
Real Estate2.82%
Utility1.74%
Consumer Defensive1.18%
Energy0.82%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
5%₹15 Cr193,524
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | TRENT
4%₹14 Cr20,266
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹11 Cr105,773
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹9 Cr433,372
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
2%₹8 Cr253,539
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | INDHOTEL
2%₹8 Cr97,473
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹7 Cr12,978
P N Gadgil Jewellers Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | PNGJL
2%₹7 Cr104,190
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹7 Cr42,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Apr 18 | NAUKRI
2%₹7 Cr8,219

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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