fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು 11 ಅತ್ಯುತ್ತಮವಾದ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on December 19, 2024 , 88087 views

ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್‌ಗಾಗಿ ಹುಡುಕುತ್ತಿದ್ದೇವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು? ಅಲ್ಲದೆ, ಅನೇಕ ಹೂಡಿಕೆದಾರರು ಕಡೆಗೆ ಒಲವು ತೋರುತ್ತಿದ್ದಾರೆಹೂಡಿಕೆ ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳಲ್ಲಿ ಏಕೆಂದರೆ ಅವುಗಳನ್ನು ಭವಿಷ್ಯ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆಮಾರುಕಟ್ಟೆ ನಾಯಕರು. ಯಾವಾಗ ಒಂದುಹೂಡಿಕೆದಾರ ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ, ಅವರು ನಾಳೆಯ ರನ್‌ವೇ ಯಶಸ್ಸು ಎಂದು ಅವರು ಭಾವಿಸುವ ಕಂಪನಿಗಳಿಗೆ ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆ.

ಸಾಂಪ್ರದಾಯಿಕವಾಗಿ, ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಮಧ್ಯಮ ಗಾತ್ರದ ಕಂಪನಿಗಳಾಗಿವೆ, ಅದು ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿದರೆ ಮತ್ತು ಉತ್ತಮ ವ್ಯಾಪಾರ ತಂತ್ರವನ್ನು ಹೊಂದಿದ್ದರೆ ನಾಳೆಯ ನಾಯಕರು ಅಥವಾ ದೊಡ್ಡ-ಕ್ಯಾಪ್‌ಗಳು (ಕೆಲವು ದೇಶಗಳು ಸಹಕರೆ ಮಾಡಿ ಅವುಗಳನ್ನು ದೈತ್ಯ ಕ್ಯಾಪ್ಸ್).

ಸರಿಯಾದ ವ್ಯಾಪಾರ ತಂತ್ರದೊಂದಿಗೆ, ಕಾರ್ಯಗತಗೊಳಿಸಲು ಉತ್ತಮ ನಿರ್ವಹಣೆ ಮತ್ತು ಬದಲಾವಣೆಗಳ ಕಡೆಗೆ ವೇಗವುಳ್ಳವು ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ವೇಗವಾಗಿ ಬೆಳೆಯುವಂತೆ ಮಾಡುತ್ತದೆ. ದೊಡ್ಡ-ಕ್ಯಾಪ್‌ಗಳಿಗಿಂತ ಹೆಚ್ಚಿನ ಲಾಭಗಳನ್ನು ಗಳಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆಗಾಗಿ ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳತ್ತ ನೋಡುತ್ತಾರೆ, ಆದಾಗ್ಯೂ, ಇದು ಹೆಚ್ಚಿನ ಅಪಾಯದೊಂದಿಗೆ (ಅಥವಾ ಚಂಚಲತೆ) ಬರುತ್ತದೆ.

ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಂತಹ ಸಾಂಸ್ಥಿಕ ಹೂಡಿಕೆದಾರರು ಮತ್ತು ವಿದೇಶಿ ಸಾಂಸ್ಥಿಕ ಹೂಡಿಕೆದಾರರು (ಎಫ್‌ಐಐ) ಟಾಪ್ ಮಿಡ್ ಕ್ಯಾಪ್‌ಗಳಲ್ಲಿ ಹೆಚ್ಚು ಹೂಡಿಕೆ ಮಾಡುತ್ತಿದ್ದಾರೆ ಮತ್ತುಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ತಮ್ಮ ಲಾಭಗಳನ್ನು ಹೆಚ್ಚಿಸಲು.

ನೀವು ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು

ಕೆಲವುಹೂಡಿಕೆಯ ಪ್ರಯೋಜನಗಳು ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು:

  • ದೀರ್ಘಾವಧಿಯ ಹಿಡುವಳಿ ಹೊಂದಿರುವ ದೊಡ್ಡ ಕ್ಯಾಪ್‌ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಅವುಗಳು ಬಲವಾದ ಸಂಪತ್ತು ಬೇರಿಂಗ್ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ; ಬುಲಿಶ್ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಮತ್ತು ಮಾರುಕಟ್ಟೆಗಳು ದೀರ್ಘಕಾಲದವರೆಗೆ ಏರುಗತಿಯಲ್ಲಿದ್ದಾಗ ಅವು ಸಾಮಾನ್ಯವಾಗಿ ಎರಡನೆಯದಕ್ಕಿಂತ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತವೆ.
  • ಮಿಡ್-ಕ್ಯಾಪ್ ಕಂಪನಿಗಳು ದೊಡ್ಡ ಕ್ಯಾಪ್‌ಗಳಿಗಿಂತ ಬೆಳವಣಿಗೆಗೆ ಹೆಚ್ಚಿನ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ.
  • ಅಂತಹ ಸಂಸ್ಥೆಗಳು ಮಾರುಕಟ್ಟೆಯಲ್ಲಿನ ಹೊಸ ಆವಿಷ್ಕಾರಗಳು ಮತ್ತು ಬದಲಾವಣೆಗಳಿಗೆ ವೇಗವಾಗಿ ಪ್ರತಿಕ್ರಿಯಿಸುತ್ತವೆ, ಏಕೆಂದರೆ ಅವುಗಳು ಹೆಚ್ಚು ಗಮನಹರಿಸುತ್ತವೆ, ತಮ್ಮ ನೆಲೆಯಲ್ಲಿ ಪರಿಣತಿಯನ್ನು ಹೊಂದಿವೆ ಮತ್ತು ವೇಗವುಳ್ಳ ಪಾದವನ್ನು ಹೊಂದಿರುತ್ತವೆ.
  • ಮಿಡ್-ಕ್ಯಾಪ್ ಷೇರುಗಳು ಚಂಚಲತೆಯಲ್ಲಿ ಕಡಿಮೆಸಣ್ಣ ಕ್ಯಾಪ್ ಷೇರುಗಳು.
  • ವೇಗವಾಗಿ ಬೆಳೆಯುವ ಅವರ ಸಾಮರ್ಥ್ಯದಿಂದಾಗಿ, ಅವುಗಳು ಹೆಚ್ಚಾಗಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತವೆದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

ಮಿಡ್‌ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳ ಪ್ರಯೋಜನಗಳು

ನಾವು ದೀರ್ಘಾವಧಿಯನ್ನು ಪರಿಗಣಿಸಿದರೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಇತಿಹಾಸ, ನಂತರ ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಸ್ಥಿರವಾಗಿ ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳನ್ನು ಮೀರಿಸುತ್ತವೆ. ವಾಸ್ತವವಾಗಿ, ನಿಧಿಯ ಸ್ವರೂಪವು ಅದರ ಪ್ರವೃತ್ತಿಯು ಶೀಘ್ರದಲ್ಲೇ ಬದಲಾಗುವುದಿಲ್ಲ.

ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳನ್ನು ಸ್ಟಾಕ್ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ತುಲನಾತ್ಮಕವಾಗಿ ಅನುಸರಿಸಲಾಗುವುದಿಲ್ಲ. ಇದು ಹೂಡಿಕೆದಾರರಿಗೆ ಈ ನಿಧಿಗಳನ್ನು ಬಳಸಿಕೊಂಡು ತಮ್ಮ ಹೂಡಿಕೆಗಳಲ್ಲಿ ತ್ವರಿತ ಬೆಳವಣಿಗೆಯನ್ನು ಪಡೆಯಲು ದೊಡ್ಡ ಅವಕಾಶವನ್ನು ಒದಗಿಸುತ್ತದೆ.

FY 22 - 23 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಟಾಪ್ 11 ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹110.263
↓ -3.47
₹22,8982.718.158.436.733.141.7
Edelweiss Mid Cap Fund Growth ₹100.255
↓ -2.33
₹8,280-1.69.543.127.530.438.4
PGIM India Midcap Opportunities Fund Growth ₹63.65
↓ -1.47
₹11,093-52.923.815.229.220.8
Invesco India Mid Cap Fund Growth ₹172.63
↓ -3.42
₹5,863-0.412.748.326.928.534.1
SBI Magnum Mid Cap Fund Growth ₹234.91
↓ -4.85
₹21,455-60.523.620.627.234.5
BNP Paribas Mid Cap Fund Growth ₹101.368
↓ -1.88
₹2,145-4.42.831.822.825.732.6
L&T Midcap Fund Growth ₹406.717
↓ -11.45
₹11,912-0.21044.327.325.640
UTI Mid Cap Fund Growth ₹302.61
↓ -6.95
₹12,029-6.12.52719.125.130.5
ICICI Prudential MidCap Fund Growth ₹284.2
↓ -6.55
₹6,369-5.5-1.133.122.124.932.8
TATA Mid Cap Growth Fund Growth ₹424.079
↓ -8.09
₹4,494-6.7-22622.124.940.5
Sundaram Mid Cap Fund Growth ₹1,365.24
↓ -28.63
₹12,425-4.27.635.626.724.640.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

*ಮೇಲಿನ ಪಟ್ಟಿಮಿಡ್ ಕ್ಯಾಪ್ ಕನಿಷ್ಠ ಹೊಂದಿರುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು200 ಕೋಟಿ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳು / ನಿರ್ವಹಣೆ ಅಡಿಯಲ್ಲಿ ಸ್ವತ್ತುಗಳು (AUM), ವಿಂಗಡಿಸಲಾಗಿದೆ5 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

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. 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

3. PGIM India Midcap Opportunities Fund

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 CAGR/Annualized return of 18.2% since its launch.  Ranked 40 in Mid Cap category.  Return for 2023 was 20.8% , 2022 was -1.7% and 2021 was 63.8% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (20 Dec 24) ₹63.65 ↓ -1.47   (-2.26 %)
Net Assets (Cr) ₹11,093 on 30 Nov 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 1.17
Information Ratio -1.54
Alpha Ratio -2.1
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹14,224
30 Nov 21₹23,560
30 Nov 22₹25,173
30 Nov 23₹28,393
30 Nov 24₹35,045

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for PGIM India Midcap Opportunities 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 4.4%
3 Month -5%
6 Month 2.9%
1 Year 23.8%
3 Year 15.2%
5 Year 29.2%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 42.8%
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 231.67 Yr.
Puneet Pal16 Jul 222.38 Yr.
Utsav Mehta1 Nov 231.08 Yr.
Vivek Sharma15 Apr 240.63 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials17.78%
Financial Services17.66%
Consumer Cyclical16.83%
Technology11.5%
Health Care10.88%
Basic Materials10.1%
Consumer Defensive3.95%
Real Estate3.29%
Communication Services3.23%
Utility1.6%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
4%₹410 Cr291,565
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹359 Cr3,526,055
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹328 Cr609,968
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
3%₹293 Cr2,981,370
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
2%₹248 Cr333,827
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
2%₹247 Cr1,922,769
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
2%₹242 Cr236,523
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
2%₹229 Cr532,100
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
2%₹224 Cr1,470,974
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
2%₹218 Cr316,500

4. Invesco India Mid Cap Fund

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 CAGR/Annualized return of 17.5% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (20 Dec 24) ₹172.63 ↓ -3.42   (-1.94 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,006
30 Nov 21₹17,502
30 Nov 22₹18,425
30 Nov 23₹23,159
30 Nov 24₹33,841

Invesco India 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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Invesco India 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 7.3%
3 Month -0.4%
6 Month 12.7%
1 Year 48.3%
3 Year 26.9%
5 Year 28.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.06 Yr.
Amit Ganatra1 Sep 231.25 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.32%
Financial Services18.83%
Industrials13.88%
Health Care13.39%
Technology10.35%
Real Estate7.78%
Basic Materials5.92%
Communication Services1.38%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹264 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹246 Cr155,335
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹227 Cr334,743
↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹216 Cr1,305,659
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹204 Cr234,918
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
3%₹204 Cr436,534
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹192 Cr13,455,088
↑ 490,532
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹161 Cr376,558
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹157 Cr479,675

5. SBI Magnum Mid Cap Fund

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 CAGR/Annualized return of 17.4% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (20 Dec 24) ₹234.91 ↓ -4.85   (-2.02 %)
Net Assets (Cr) ₹21,455 on 30 Nov 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 1.36
Information Ratio -0.78
Alpha Ratio -0.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,068
30 Nov 21₹19,313
30 Nov 22₹20,751
30 Nov 23₹26,213
30 Nov 24₹32,670

SBI Magnum 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for SBI Magnum 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 2.9%
3 Month -6%
6 Month 0.5%
1 Year 23.6%
3 Year 20.6%
5 Year 27.2%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 240.67 Yr.
Pradeep Kesavan1 Apr 240.67 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical21.47%
Financial Services18.79%
Industrials14.65%
Health Care12.64%
Basic Materials8.67%
Technology4.08%
Real Estate4.07%
Utility3.31%
Communication Services3.03%
Consumer Defensive1.92%
Energy1.34%
Asset Allocation
Asset ClassValue
Cash6.03%
Equity93.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹858 Cr1,600,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | TORNTPOWER
3%₹710 Cr4,700,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | COROMANDEL
3%₹611 Cr3,413,020
↓ -86,980
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹591 Cr1,490,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹587 Cr6,000,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹573 Cr1,600,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK
3%₹569 Cr27,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹569 Cr3,900,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | INDHOTEL
3%₹555 Cr7,000,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹551 Cr1,200,000

6. BNP Paribas Mid Cap Fund

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 CAGR/Annualized return of 13.2% since its launch.  Ranked 18 in Mid Cap category.  Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (20 Dec 24) ₹101.368 ↓ -1.88   (-1.82 %)
Net Assets (Cr) ₹2,145 on 30 Nov 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio 1.89
Information Ratio -0.58
Alpha Ratio 4.89
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,710
30 Nov 21₹17,500
30 Nov 22₹18,665
30 Nov 23₹23,303
30 Nov 24₹30,984

BNP Paribas 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for BNP Paribas 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 3.6%
3 Month -4.4%
6 Month 2.8%
1 Year 31.8%
3 Year 22.8%
5 Year 25.7%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 65.6%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 222.39 Yr.
Himanshu Singh21 Oct 240.11 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.1%
Consumer Cyclical19.52%
Health Care12.8%
Technology11.51%
Industrials10.99%
Basic Materials7.8%
Consumer Defensive3.34%
Real Estate2.13%
Communication Services1.67%
Energy1.01%
Utility0.96%
Asset Allocation
Asset ClassValue
Cash5.52%
Equity94.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
4%₹95 Cr500,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL
3%₹56 Cr700,000
↑ 50,000
CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL
3%₹54 Cr100,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | NATIONALUM
2%₹53 Cr2,200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹53 Cr2,500,000
↑ 700,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
2%₹52 Cr43,250
↓ -6,750
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
2%₹51 Cr32,500
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | PHOENIXLTD
2%₹50 Cr300,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 24 | OFSS
2%₹47 Cr40,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
2%₹46 Cr800,000

7. 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

8. UTI Mid Cap Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (20 Dec 24) ₹302.61 ↓ -6.95   (-2.25 %)
Net Assets (Cr) ₹12,029 on 30 Nov 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio -1.34
Alpha Ratio -0.77
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₹12,555
30 Nov 21₹18,666
30 Nov 22₹19,411
30 Nov 23₹23,867
30 Nov 24₹30,791

UTI 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for UTI 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 2.8%
3 Month -6.1%
6 Month 2.5%
1 Year 27%
3 Year 19.1%
5 Year 25.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 90.4%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 195.26 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.15%
Industrials17.86%
Financial Services17.01%
Technology12.62%
Health Care10.67%
Basic Materials9.42%
Communication Services3.3%
Real Estate2.16%
Consumer Defensive2.15%
Utility1.74%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹321 Cr369,800
↓ -25,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹266 Cr449,630
↓ -906
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD
2%₹260 Cr1,571,611
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹253 Cr346,808
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹245 Cr1,293,210
↓ -58,649
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹229 Cr405,116
↓ -11,471
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | AJANTPHARM
2%₹221 Cr730,779
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | BHARATFORG
2%₹216 Cr1,620,419
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹209 Cr580,876
↑ 20,367
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹204 Cr1,231,484
↓ -1,412

9. ICICI Prudential MidCap Fund

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 CAGR/Annualized return of 18.1% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (20 Dec 24) ₹284.2 ↓ -6.55   (-2.25 %)
Net Assets (Cr) ₹6,369 on 30 Nov 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.86
Information Ratio -0.51
Alpha Ratio 4.91
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,090
30 Nov 21₹16,690
30 Nov 22₹17,948
30 Nov 23₹21,967
30 Nov 24₹29,834

ICICI Prudential 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for ICICI Prudential 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 3%
3 Month -5.5%
6 Month -1.1%
1 Year 33.1%
3 Year 22.1%
5 Year 24.9%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 222.42 Yr.
Sharmila D’mello31 Jul 222.34 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Basic Materials27.14%
Industrials19.02%
Financial Services12.86%
Communication Services11.84%
Consumer Cyclical11.64%
Real Estate10.12%
Health Care3.52%
Technology1.79%
Utility0.76%
Energy0.15%
Asset Allocation
Asset ClassValue
Cash1.13%
Equity98.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹252 Cr338,825
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹206 Cr3,056,731
↑ 168,255
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹204 Cr1,339,191
↑ 116,209
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹201 Cr2,179,227
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
3%₹192 Cr667,459
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
3%₹183 Cr948,183
↑ 194,139
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹183 Cr1,118,018
↑ 50,000
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
3%₹170 Cr1,117,934
↑ 170,000
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE
3%₹161 Cr1,046,998
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
2%₹157 Cr351,686

10. 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

11. 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

ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳನ್ನು ಆಯ್ಕೆಮಾಡುವಾಗ ನೋಡಬೇಕಾದ ನಿಯತಾಂಕಗಳು

ಹೂಡಿಕೆ ಮಾಡಲು ಸರಿಯಾದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆಮಾಡುವಾಗ ಹೂಡಿಕೆದಾರರು ನೋಡಬೇಕಾದ ಕೆಲವು ಪ್ರಮುಖ ಗುಣಾತ್ಮಕ ಮತ್ತು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳಿವೆ. ಯೋಜನೆ ಅಥವಾ ಮ್ಯೂಚುಯಲ್ನಿಧಿಯ ರೇಟಿಂಗ್ ಪ್ರಾರಂಭಿಸಲು ಉತ್ತಮವಾಗಿರಬೇಕು. ಇದು AUM (ನಿರ್ವಹಣೆಯ ಅಡಿಯಲ್ಲಿ ಆಸ್ತಿಗಳು), ನಿಧಿಯ ವಯಸ್ಸು, ಹಿಂದಿನ ಆದಾಯಗಳು, ವೆಚ್ಚದ ಅನುಪಾತ, ಇತ್ಯಾದಿಗಳಂತಹ ಇತರ ಡೇಟಾದೊಂದಿಗೆ ಪೂರಕವಾಗಿರಬೇಕು. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆದಾರರು ನಿಧಿಯ ಕಳೆದ ಮೂರು ವರ್ಷಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಪರಿಶೀಲಿಸಲು ಸಲಹೆ ನೀಡುತ್ತಾರೆ. ನಿಧಿಯು INR 100 ಕೋಟಿಗೂ ಹೆಚ್ಚು ನಿವ್ವಳ ಆಸ್ತಿಯನ್ನು ಹೊಂದಿರಬೇಕು ಮತ್ತು ಕಳೆದ ಒಂದು ವರ್ಷದಲ್ಲಿ ಮಿಡ್-ಕ್ಯಾಪ್ ಸ್ಟಾಕ್‌ಗಳಿಗೆ 50 ಪ್ರತಿಶತಕ್ಕಿಂತ ಹೆಚ್ಚು ಕನಿಷ್ಠ ಸರಾಸರಿ ಹಂಚಿಕೆಯನ್ನು ಹೊಂದಿರಬೇಕು. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆದಾರರು ನಿಧಿಗಳ ವೆಚ್ಚದ ಅನುಪಾತವನ್ನು ಸಹ ಪರಿಶೀಲಿಸಬೇಕು, ಆದಾಗ್ಯೂ, ಇದು ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯಂತಹ ಇತರ ಪ್ರಮುಖ ಅಂಶಗಳನ್ನು ರದ್ದುಗೊಳಿಸಬಾರದು.

midcap-funds

ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ಟ್ರ್ಯಾಕ್ ರೆಕಾರ್ಡ್ ಮತ್ತು ಹೂಡಿಕೆ ಪ್ರಕ್ರಿಯೆಯಂತಹ ಇತರ ಗುಣಾತ್ಮಕ ಅಂಶಗಳನ್ನು ಹೆಚ್ಚುವರಿಯಾಗಿ ಪರಿಶೀಲಿಸಲು ಹೂಡಿಕೆದಾರರಿಗೆ ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ. ಹಣಕಾಸು ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಬಲವಾದ ಉಪಸ್ಥಿತಿಯನ್ನು ಹೊಂದಿರುವ ಫಂಡ್ ಹೌಸ್‌ಗಳನ್ನು ಗುರುತಿಸಿ ಮತ್ತು ದೀರ್ಘ ಮತ್ತು ಸ್ಥಿರವಾದ ದಾಖಲೆಯನ್ನು ಹೊಂದಿರುವ ಹಣವನ್ನು ಒದಗಿಸಿ. ನಿಮ್ಮ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಲು ನೀವು ನಂಬಿಕೆ ಹೊಂದಿರುವ ಫಂಡ್ ಹೌಸ್ ಅನ್ನು ಒಬ್ಬರು ಆಯ್ಕೆ ಮಾಡಬೇಕು. ಎಷ್ಟು ನಿಧಿಗಳು ಉನ್ನತ ಪ್ರದರ್ಶನಕಾರರಾಗಿದ್ದಾರೆ ಎಂಬುದನ್ನು ಸಹ ನೋಡಬೇಕು. ಹೆಚ್ಚಿನ ಸಂಖ್ಯೆಯ ಉತ್ತಮ ಕಾರ್ಯನಿರ್ವಹಣೆಯ ನಿಧಿಗಳನ್ನು ಹೊಂದಿರುವುದು ಫಂಡ್ ಹೌಸ್‌ನ ಒಟ್ಟಾರೆ ಕಾರ್ಯತಂತ್ರವು ಉತ್ತಮ ಕ್ರಮದಲ್ಲಿದೆ ಎಂದರ್ಥ.

ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

  1. Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.

  2. ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ

  3. ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

    ಪ್ರಾರಂಭಿಸಿ

ತೀರ್ಮಾನ

ಮಿಡ್-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳೊಂದಿಗೆ ಹೋಗುವುದು ಒಬ್ಬರ ಹೂಡಿಕೆ ಪೋರ್ಟ್‌ಫೋಲಿಯೊಗೆ ಅವರು ನೀಡಬಹುದಾದ ಆದಾಯವನ್ನು ಪರಿಗಣಿಸಿ ಲಾಭದಾಯಕವಾಗಿರುತ್ತದೆ. ಮಿಡ್-ಕ್ಯಾಪ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗ, ಹೂಡಿಕೆದಾರರು ಮಾನ್ಯತೆಯನ್ನು ಗರಿಷ್ಠ ಮಟ್ಟದಲ್ಲಿ ಇರಿಸಿಕೊಳ್ಳಲು ಸಲಹೆ ನೀಡುತ್ತಾರೆ ಏಕೆಂದರೆ ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳು ಹೆಚ್ಚಿನ ಅಪಾಯದ ರಿಟರ್ನ್ ಫಂಡ್‌ಗಳಾಗಿವೆ.

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
How helpful was this page ?
Rated 4.4, based on 281 reviews.
POST A COMMENT