2022-ൽ നിക്ഷേപിക്കാൻ 11 മികച്ച പ്രകടനം നടത്തുന്ന മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ

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നിങ്ങൾ എന്തിന് മിഡ് ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കണം
മിഡ്‌ക്യാപ് ഫണ്ടുകളുടെ പ്രയോജനങ്ങൾ
22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 11 മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ
മിഡ്-ക്യാപ് ഫണ്ടുകൾ തിരഞ്ഞെടുക്കുമ്പോൾ ശ്രദ്ധിക്കേണ്ട പാരാമീറ്ററുകൾ
മിഡ് ക്യാപ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?
ഉപസംഹാരം
Top 11 Equity - Mid Cap Funds

മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on January 2, 2025 , 88212 views

മികച്ച മിഡ് ക്യാപ്പിനായി തിരയുന്നുമ്യൂച്വൽ ഫണ്ടുകൾ 2022 ൽ നിക്ഷേപിക്കണോ? ശരി, പല നിക്ഷേപകരും ഇതിലേക്ക് ചായുന്നുനിക്ഷേപിക്കുന്നു മിഡ് ക്യാപ്സിൽ, കാരണം അവ ഭാവിയായി കണക്കാക്കപ്പെടുന്നുവിപണി നേതാക്കൾ. എപ്പോൾ ഒരുനിക്ഷേപകൻ ദീർഘകാലത്തേക്ക് മിഡ് ക്യാപ്സിൽ നിക്ഷേപിക്കുന്നു, നാളത്തെ റൺവേ വിജയങ്ങളാണെന്ന് അവർ കരുതുന്ന കമ്പനികളെയാണ് അവർ ഇഷ്ടപ്പെടുന്നത്.

പരമ്പരാഗതമായി, മിഡ്-ക്യാപ്പുകൾ സാധാരണയായി ഇടത്തരം കമ്പനികളാണ്, അവ നന്നായി പ്രവർത്തിക്കുകയും നല്ല ബിസിനസ്സ് തന്ത്രം ഉണ്ടെങ്കിൽ നാളത്തെ നേതാക്കളോ വലിയ ക്യാപ്സോ ആയി മാറുകയും ചെയ്യുന്നു (ചില രാജ്യങ്ങൾ പോലും.വിളി അവ ഭീമൻ തൊപ്പികൾ).

ശരിയായ ബിസിനസ്സ് തന്ത്രം, നിർവ്വഹണത്തിനുള്ള നല്ല മാനേജ്മെന്റ്, മാറ്റങ്ങളോട് മിടുക്ക് എന്നിവ ഉപയോഗിച്ച് മിഡ്-ക്യാപ് കമ്പനികൾ അതിവേഗം വളരും. ലാർജ് ക്യാപ്പുകളേക്കാൾ ഉയർന്ന നേട്ടം കൊയ്യാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ മിഡ് ക്യാപ്സിലേക്ക് നിക്ഷേപത്തിനായി നോക്കുന്നു, എന്നിരുന്നാലും ഇത് ഉയർന്ന റിസ്ക് (അല്ലെങ്കിൽ അസ്ഥിരത) കൊണ്ട് വരുന്നു.

മ്യൂച്വൽ ഫണ്ടുകളും ഫോറിൻ ഇൻസ്റ്റിറ്റ്യൂഷണൽ ഇൻവെസ്റ്റേഴ്‌സും (എഫ്‌ഐഐ) പോലുള്ള സ്ഥാപന നിക്ഷേപകർ ടോപ്പ് മിഡ് ക്യാപ്‌സിലും,മിഡ് ക്യാപ് ഫണ്ടുകൾ ഇക്വിറ്റി മാർക്കറ്റുകളിൽ അവരുടെ നേട്ടങ്ങൾ വർദ്ധിപ്പിക്കുന്നതിന്.

നിങ്ങൾ എന്തിന് മിഡ് ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കണം

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ മിഡ് ക്യാപ് ഫണ്ടുകളിൽ ഇവയാണ്:

ദീർഘകാല ഹോൾഡിംഗ് നൽകിയിട്ടുള്ള വലിയ തൊപ്പികളുമായി താരതമ്യപ്പെടുത്തുമ്പോൾ അവർക്ക് ശക്തമായ സമ്പത്ത് വഹിക്കാനുള്ള ശേഷിയുണ്ട്; ബുള്ളിഷ് മാർക്കറ്റുകളിലും വിപണികൾ വളരെക്കാലമായി ഉയർച്ചയിലായിരിക്കുമ്പോഴും അവ സാധാരണയായി രണ്ടാമത്തേതിനേക്കാൾ മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നു.
മിഡ് ക്യാപ് കമ്പനികൾക്ക് ലാർജ് ക്യാപ്സിനേക്കാൾ വളർച്ചയ്ക്ക് കൂടുതൽ സാധ്യതയുണ്ട്.
അത്തരം സ്ഥാപനങ്ങൾ വിപണിയിലെ പുതിയ കണ്ടുപിടിത്തങ്ങളോടും മാറ്റങ്ങളോടും വേഗത്തിൽ പ്രതികരിക്കുന്നു, കാരണം അവർ കൂടുതൽ ശ്രദ്ധ കേന്ദ്രീകരിക്കുകയും അവരുടെ ഇടത്തിൽ പ്രത്യേകം ശ്രദ്ധിക്കുകയും വേഗതയേറിയ പാദങ്ങളുള്ളവരുമാണ്.
മിഡ് ക്യാപ് ഓഹരികൾ ചാഞ്ചാട്ടത്തിൽ കുറവാണ്ചെറിയ തൊപ്പി ഓഹരികൾ.
വേഗത്തിൽ വളരാനുള്ള അവരുടെ കഴിവ് കാരണം, അവ പലപ്പോഴും മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നുവലിയ ക്യാപ് ഫണ്ടുകൾ ഒരു നീണ്ട കാലയളവിൽ.

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മിഡ്‌ക്യാപ് ഫണ്ടുകളുടെ പ്രയോജനങ്ങൾ

നമ്മൾ ദീർഘകാലത്തേക്ക് പരിഗണിക്കുകയാണെങ്കിൽമ്യൂച്വൽ ഫണ്ടുകളുടെ ചരിത്രം, പിന്നീട് മിഡ്-ക്യാപ് ഫണ്ടുകൾ സ്ഥിരമായി വലിയ ക്യാപ് ഫണ്ടുകളെ മറികടക്കുന്നു. വാസ്തവത്തിൽ, ഫണ്ടിന്റെ സ്വഭാവം തന്നെ അതിന്റെ പ്രവണത ഉടൻ മാറാൻ സാധ്യതയില്ല എന്നതാണ്.

വലിയ ക്യാപ് ഫണ്ടുകളുമായി താരതമ്യപ്പെടുത്തുമ്പോൾ മിഡ് ക്യാപ് ഫണ്ടുകൾ സ്റ്റോക്ക് മാർക്കറ്റുകളിൽ താരതമ്യേന കുറവാണ്. ഈ ഫണ്ടുകൾ ഉപയോഗിച്ച് നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപങ്ങളിൽ അതിവേഗ വളർച്ച നേടാനുള്ള വലിയ അവസരം ഇത് നൽകുന്നു.

22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 11 മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Midcap 30 Fund Growth	₹113.3 ↓ -0.76	₹22,898	5.9	17.6	59	34.5	33.5	57.1
Edelweiss Mid Cap Fund Growth	₹101.999 ↓ -0.36	₹8,280	2	8	41	25.5	30.2	38.9
PGIM India Midcap Opportunities Fund Growth	₹64.72 ↓ -0.19	₹11,093	-0.5	2.8	23.2	13.1	28.7	21
Invesco India Mid Cap Fund Growth	₹174.92 ↓ -0.31	₹5,863	3.7	12.4	44.9	24.7	28.2	43.1
SBI Magnum Mid Cap Fund Growth	₹238.012 ↓ -0.82	₹21,455	-2.4	1.4	22	18.5	26.9	20.3
BNP Paribas Mid Cap Fund Growth	₹103.417 ↓ -0.37	₹2,145	-1.4	2.1	29.5	21.2	25.4	28.5
L&T Midcap Fund Growth	₹412.42 ↓ -3.20	₹11,912	3.8	9.4	41.2	25.5	25.2	39.7
UTI Mid Cap Fund Growth	₹307.103 ↓ -1.53	₹12,029	-3.3	2.1	24.8	16.8	24.9	23.3
TATA Mid Cap Growth Fund Growth	₹431.434 ↓ -0.95	₹4,494	-3.5	-1.9	23.6	20.2	24.7	22.7
Sundaram Mid Cap Fund Growth	₹1,395.05 ↓ -4.86	₹12,425	-0.9	7.7	32.9	24.7	24.6	32
ICICI Prudential MidCap Fund Growth	₹286.78 ↓ -0.58	₹6,369	-3.7	-1.3	27.6	20.3	24.5	27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Jan 25

*മുകളിലുള്ളവരുടെ പട്ടികമിഡ് ക്യാപ് മിനിമം ഉള്ള മ്യൂച്വൽ ഫണ്ടുകൾ200 കോടി അറ്റ ആസ്തികൾ / മാനേജ്മെന്റിന് കീഴിലുള്ള അസറ്റുകൾ (AUM), ക്രമീകരിച്ചത്5 വർഷംസിഎജിആർ മടങ്ങുക.

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 25.1% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (03 Jan 25)	₹113.3 ↓ -0.76 (-0.66 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹10,932
31 Dec 21	₹17,035
31 Dec 22	₹18,859
31 Dec 23	₹26,719
31 Dec 24	₹41,984

Motilal Oswal Midcap 30 Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	2.9%
3 Month	5.9%
6 Month	17.6%
1 Year	59%
3 Year	34.5%
5 Year	33.5%
10 Year
15 Year
Since launch	25.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%
2014	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.17 Yr.
Niket Shah	1 Jul 20	4.42 Yr.
Santosh Singh	1 Oct 24	0.17 Yr.
Rakesh Shetty	22 Nov 22	2.03 Yr.
Sunil Sawant	1 Jul 24	0.42 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	37.33%
Technology	24.3%
Industrials	20.33%
Financial Services	6.71%
Health Care	3.21%
Basic Materials	3.07%
Communication Services	2.24%
Real Estate	2.2%

Asset Allocation

Asset Class	Value
Cash	0.61%
Equity	99.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	10%	₹2,281 Cr	3,125,018 ↑ 250,018
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹2,258 Cr	2,600,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	10%	₹2,210 Cr	30,500,000 ↑ 1,516,281
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	9%	₹2,168 Cr	77,500,000 ↑ 45,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹1,772 Cr	3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	6%	₹1,409 Cr	4,750,000 ↑ 944,245
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| JIOFIN	6%	₹1,395 Cr	42,500,000 ↓ -7,500,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	5%	₹1,189 Cr	1,749,600 ↑ 1,749,600
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| BAJAJ-AUTO	4%	₹1,016 Cr	1,125,000 ↓ -242,958
Voltas Ltd (Industrials) Equity, Since 31 Oct 17 \| VOLTAS	4%	₹829 Cr	4,999,745 ↓ -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 14.6% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (03 Jan 25)	₹101.999 ↓ -0.36 (-0.35 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,643
31 Dec 21	₹18,998
31 Dec 22	₹19,447
31 Dec 23	₹26,919
31 Dec 24	₹37,390

Edelweiss Mid Cap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	1.4%
3 Month	2%
6 Month	8%
1 Year	41%
3 Year	25.5%
5 Year	30.2%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%
2014	9.4%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0.13 Yr.
Trideep Bhattacharya	1 Oct 21	3.17 Yr.
Raj Koradia	1 Aug 24	0.33 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.61%
Industrials	17.3%
Consumer Cyclical	14.67%
Health Care	12.12%
Technology	11.32%
Basic Materials	7.32%
Consumer Defensive	4.13%
Real Estate	3.65%
Communication Services	1.81%
Utility	1.66%
Energy	1.53%

Asset Allocation

Asset Class	Value
Cash	2.89%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	4%	₹309 Cr	576,038 ↓ -64,993
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	4%	₹283 Cr	201,347 ↓ -39,358
Lupin Ltd (Healthcare) Equity, Since 31 Jul 24 \| 500257	3%	₹233 Cr	1,063,139 ↑ 58,783
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	3%	₹195 Cr	1,148,385 ↑ 63,497
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹195 Cr	9,547,933 ↑ 1,793,993
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹184 Cr	179,636 ↑ 9,932
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| 500093	2%	₹171 Cr	2,433,091 ↑ 134,533
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 500850	2%	₹162 Cr	2,393,428 ↑ 132,340
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹162 Cr	361,854
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹161 Cr	211,198 ↑ 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 18.3% since its launch. Ranked 40 in Mid Cap category. Return for 2024 was 21% , 2023 was 20.8% and 2022 was -1.7% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund Growth
Launch Date	2 Dec 13
NAV (03 Jan 25)	₹64.72 ↓ -0.19 (-0.29 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹14,839
31 Dec 21	₹24,303
31 Dec 22	₹23,898
31 Dec 23	₹28,879
31 Dec 24	₹34,932

PGIM India Midcap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 3 Jan 25

Duration	Returns
1 Month	1.2%
3 Month	-0.5%
6 Month	2.8%
1 Year	23.2%
3 Year	13.1%
5 Year	28.7%
10 Year
15 Year
Since launch	18.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	21%
2022	20.8%
2021	-1.7%
2020	63.8%
2019	48.4%
2018	3.6%
2017	-16.1%
2016	37%
2015	-1.3%
2014	7.9%

Fund Manager information for PGIM India Midcap Opportunities Fund

Name	Since	Tenure
Vinay Paharia	1 Apr 23	1.67 Yr.
Puneet Pal	16 Jul 22	2.38 Yr.
Utsav Mehta	1 Nov 23	1.08 Yr.
Vivek Sharma	15 Apr 24	0.63 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	17.78%
Financial Services	17.66%
Consumer Cyclical	16.83%
Technology	11.5%
Health Care	10.88%
Basic Materials	10.1%
Consumer Defensive	3.95%
Real Estate	3.29%
Communication Services	3.23%
Utility	1.6%

Asset Allocation

Asset Class	Value
Cash	3.16%
Equity	96.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Apr 23 \| DIXON	4%	₹410 Cr	291,565
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹359 Cr	3,526,055
Persistent Systems Ltd (Technology) Equity, Since 30 Nov 21 \| PERSISTENT	3%	₹328 Cr	609,968
UNO Minda Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| UNOMINDA	3%	₹293 Cr	2,981,370
Info Edge (India) Ltd (Communication Services) Equity, Since 30 Sep 23 \| NAUKRI	2%	₹248 Cr	333,827
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| 500271	2%	₹247 Cr	1,922,769
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Apr 23 \| SOLARINDS	2%	₹242 Cr	236,523
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| HDFCAMC	2%	₹229 Cr	532,100
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jan 23 \| 503100	2%	₹224 Cr	1,470,974
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| 500034	2%	₹218 Cr	316,500

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 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (03 Jan 25)	₹174.92 ↓ -0.31 (-0.18 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,438
31 Dec 21	₹17,803
31 Dec 22	₹17,895
31 Dec 23	₹24,001
31 Dec 24	₹34,358

Invesco India Mid Cap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	2.7%
3 Month	3.7%
6 Month	12.4%
1 Year	44.9%
3 Year	24.7%
5 Year	28.2%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%
2014	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.06 Yr.
Amit Ganatra	1 Sep 23	1.25 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	27.32%
Financial Services	18.83%
Industrials	13.88%
Health Care	13.39%
Technology	10.35%
Real Estate	7.78%
Basic Materials	5.92%
Communication Services	1.38%

Asset Allocation

Asset Class	Value
Cash	1.16%
Equity	98.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	4%	₹264 Cr	12,506,782
Dixon Technologies (India) Ltd (Technology) Equity, Since 28 Feb 22 \| DIXON	4%	₹246 Cr	155,335
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TRENT	4%	₹227 Cr	334,743 ↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹220 Cr	2,246,434
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹216 Cr	1,305,659
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹204 Cr	234,918
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	3%	₹204 Cr	436,534
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	3%	₹192 Cr	13,455,088 ↑ 490,532
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	3%	₹161 Cr	376,558
Ethos Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 543532	3%	₹157 Cr	479,675

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 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (03 Jan 25)	₹238.012 ↓ -0.82 (-0.34 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹13,045
31 Dec 21	₹19,861
31 Dec 22	₹20,465
31 Dec 23	₹27,517
31 Dec 24	₹33,114

SBI Magnum Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 3 Jan 25

Duration	Returns
1 Month	0.3%
3 Month	-2.4%
6 Month	1.4%
1 Year	22%
3 Year	18.5%
5 Year	26.9%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	20.3%
2022	34.5%
2021	3%
2020	52.2%
2019	30.4%
2018	0.1%
2017	-18%
2016	33.5%
2015	5%
2014	14.9%

Fund Manager information for SBI Magnum Mid Cap Fund

Name	Since	Tenure
Bhavin Vithlani	1 Apr 24	0.67 Yr.
Pradeep Kesavan	1 Apr 24	0.67 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.47%
Financial Services	18.79%
Industrials	14.65%
Health Care	12.64%
Basic Materials	8.67%
Technology	4.08%
Real Estate	4.07%
Utility	3.31%
Communication Services	3.03%
Consumer Defensive	1.92%
Energy	1.34%

Asset Allocation

Asset Class	Value
Cash	6.03%
Equity	93.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	4%	₹858 Cr	1,600,000
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| TORNTPOWER	3%	₹710 Cr	4,700,000
Coromandel International Ltd (Basic Materials) Equity, Since 31 Jan 18 \| COROMANDEL	3%	₹611 Cr	3,413,020 ↓ -86,980
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	3%	₹591 Cr	1,490,000
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 31 Oct 22 \| KPRMILL	3%	₹587 Cr	6,000,000
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 28 Feb 14 \| SCHAEFFLER	3%	₹573 Cr	1,600,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| FEDERALBNK	3%	₹569 Cr	27,000,000
Carborundum Universal Ltd (Industrials) Equity, Since 30 Apr 11 \| CARBORUNIV	3%	₹569 Cr	3,900,000
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| INDHOTEL	3%	₹555 Cr	7,000,000
Thermax Ltd (Industrials) Equity, Since 31 Dec 13 \| THERMAX	3%	₹551 Cr	1,200,000

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 13.3% since its launch. Ranked 18 in Mid Cap category. Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (03 Jan 25)	₹103.417 ↓ -0.37 (-0.35 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,314
31 Dec 21	₹17,424
31 Dec 22	₹18,243
31 Dec 23	₹24,184
31 Dec 24	₹31,088

BNP Paribas Mid Cap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	1%
3 Month	-1.4%
6 Month	2.1%
1 Year	29.5%
3 Year	21.2%
5 Year	25.4%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.5%
2022	32.6%
2021	4.7%
2020	41.5%
2019	23.1%
2018	5.2%
2017	-17.5%
2016	49%
2015	-1.2%
2014	15.3%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Shiv Chanani	13 Jul 22	2.39 Yr.
Himanshu Singh	21 Oct 24	0.11 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	20.1%
Consumer Cyclical	19.52%
Health Care	12.8%
Technology	11.51%
Industrials	10.99%
Basic Materials	7.8%
Consumer Defensive	3.34%
Real Estate	2.13%
Communication Services	1.67%
Energy	1.01%
Utility	0.96%

Asset Allocation

Asset Class	Value
Cash	5.52%
Equity	94.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	4%	₹95 Cr	500,000
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 21 \| INDHOTEL	3%	₹56 Cr	700,000 ↑ 50,000
CRISIL Ltd (Financial Services) Equity, Since 29 Feb 24 \| CRISIL	3%	₹54 Cr	100,000
National Aluminium Co Ltd (Basic Materials) Equity, Since 30 Apr 24 \| NATIONALUM	2%	₹53 Cr	2,200,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹53 Cr	2,500,000 ↑ 700,000
Hitachi Energy India Ltd Ordinary Shares (Technology) Equity, Since 31 Dec 22 \| POWERINDIA	2%	₹52 Cr	43,250 ↓ -6,750
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Dec 23 \| DIXON	2%	₹51 Cr	32,500
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Oct 22 \| PHOENIXLTD	2%	₹50 Cr	300,000
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 24 \| OFSS	2%	₹47 Cr	40,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	2%	₹46 Cr	800,000

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 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund Growth
Launch Date	9 Aug 04
NAV (03 Jan 25)	₹412.42 ↓ -3.20 (-0.77 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,905
31 Dec 21	₹15,523
31 Dec 22	₹15,689
31 Dec 23	₹21,966
31 Dec 24	₹30,693

L&T Midcap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	3.4%
3 Month	3.8%
6 Month	9.4%
1 Year	41.2%
3 Year	25.5%
5 Year	25.2%
10 Year
15 Year
Since launch	20%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	39.7%
2022	40%
2021	1.1%
2020	30.4%
2019	19%
2018	-0.2%
2017	-12%
2016	52.3%
2015	9.8%
2014	10.8%

Fund Manager information for L&T Midcap Fund

Name	Since	Tenure
Venugopal Manghat	1 Oct 23	1.17 Yr.
Cheenu Gupta	26 Nov 22	2.02 Yr.
Sonal Gupta	1 Oct 23	1.17 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	32.67%
Financial Services	20.17%
Consumer Cyclical	12.88%
Technology	10.29%
Real Estate	6.73%
Health Care	6.47%
Utility	5.25%
Consumer Defensive	2.31%
Basic Materials	1.62%
Communication Services	0.05%

Asset Allocation

Asset Class	Value
Cash	1.57%
Equity	98.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Suzlon Energy Ltd (Industrials) Equity, Since 31 Mar 24 \| SUZLON	5%	₹605 Cr	90,407,100
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| 500093	4%	₹509 Cr	7,222,000 ↑ 1,955,800
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 19 \| 500251	4%	₹453 Cr	634,900
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Apr 24 \| DIXON	4%	₹429 Cr	304,800
JSW Energy Ltd (Utilities) Equity, Since 31 Mar 24 \| JSWENERGY	4%	₹427 Cr	6,288,700 ↑ 767,500
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| HDFCAMC	4%	₹415 Cr	964,400
PB Fintech Ltd (Financial Services) Equity, Since 31 Jan 24 \| 543390	3%	₹400 Cr	2,351,700 ↑ 189,500
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹355 Cr	14,675,800
Cummins India Ltd (Industrials) Equity, Since 30 Apr 18 \| 500480	3%	₹340 Cr	970,100
Godrej Properties Ltd (Real Estate) Equity, Since 31 Mar 17 \| GODREJPROP	3%	₹338 Cr	1,175,100

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 18.5% since its launch. Ranked 36 in Mid Cap category. Return for 2024 was 23.3% , 2023 was 30.5% and 2022 was -0.8% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund Growth
Launch Date	7 Apr 04
NAV (03 Jan 25)	₹307.103 ↓ -1.53 (-0.49 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹13,268
31 Dec 21	₹18,982
31 Dec 22	₹18,839
31 Dec 23	₹24,593
31 Dec 24	₹30,318

UTI Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 3 Jan 25

Duration	Returns
1 Month	-0.9%
3 Month	-3.3%
6 Month	2.1%
1 Year	24.8%
3 Year	16.8%
5 Year	24.9%
10 Year
15 Year
Since launch	18.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23.3%
2022	30.5%
2021	-0.8%
2020	43.1%
2019	32.7%
2018	-0.2%
2017	-14.9%
2016	42%
2015	3.5%
2014	6.6%

Fund Manager information for UTI Mid Cap Fund

Name	Since	Tenure
Ankit Agarwal	30 Aug 19	5.26 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.15%
Industrials	17.86%
Financial Services	17.01%
Technology	12.62%
Health Care	10.67%
Basic Materials	9.42%
Communication Services	3.3%
Real Estate	2.16%
Consumer Defensive	2.15%
Utility	1.74%
Energy	0.22%

Asset Allocation

Asset Class	Value
Cash	3.7%
Equity	96.3%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 30 Apr 21 \| COFORGE	3%	₹321 Cr	369,800 ↓ -25,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	2%	₹266 Cr	449,630 ↓ -906
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jul 20 \| PHOENIXLTD	2%	₹260 Cr	1,571,611
Polycab India Ltd (Industrials) Equity, Since 31 Dec 20 \| POLYCAB	2%	₹253 Cr	346,808
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	2%	₹245 Cr	1,293,210 ↓ -58,649
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Jul 21 \| ALKEM	2%	₹229 Cr	405,116 ↓ -11,471
Ajanta Pharma Ltd (Healthcare) Equity, Since 30 Nov 23 \| AJANTPHARM	2%	₹221 Cr	730,779
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Aug 13 \| BHARATFORG	2%	₹216 Cr	1,620,419
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 17 \| TIINDIA	2%	₹209 Cr	580,876 ↑ 20,367
Voltas Ltd (Industrials) Equity, Since 31 Dec 19 \| VOLTAS	2%	₹204 Cr	1,231,484 ↓ -1,412

9. 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 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (03 Jan 25)	₹431.434 ↓ -0.95 (-0.22 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,426
31 Dec 21	₹17,398
31 Dec 22	₹17,503
31 Dec 23	₹24,599
31 Dec 24	₹30,183

TATA Mid Cap Growth Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	-0.8%
3 Month	-3.5%
6 Month	-1.9%
1 Year	23.6%
3 Year	20.2%
5 Year	24.7%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%
2014	10.8%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	3.73 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	25.75%
Financial Services	18.1%
Health Care	13.12%
Basic Materials	9.9%
Consumer Cyclical	9.56%
Technology	5.63%
Real Estate	4.9%
Communication Services	2.97%
Consumer Defensive	2.82%
Energy	1.79%
Utility	0.82%

Asset Allocation

Asset Class	Value
Cash	4.66%
Equity	95.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹167 Cr	1,300,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹144 Cr	250,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 30 Jun 23 \| AUROPHARMA	3%	₹140 Cr	1,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Apr 24 \| 533398	3%	₹135 Cr	700,000
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| 500480	3%	₹129 Cr	369,694
PI Industries Ltd (Basic Materials) Equity, Since 31 Dec 15 \| PIIND	3%	₹112 Cr	250,000
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| 500257	2%	₹109 Cr	500,000
Thermax Ltd (Industrials) Equity, Since 30 Apr 21 \| THERMAX	2%	₹105 Cr	212,592 ↓ -4,820
Mphasis Ltd (Technology) Equity, Since 31 Jul 24 \| 526299	2%	₹101 Cr	350,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 Oct 23 \| OBEROIRLTY	2%	₹98 Cr	500,000

10. 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 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (03 Jan 25)	₹1,395.05 ↓ -4.86 (-0.35 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,179
31 Dec 21	₹15,370
31 Dec 22	₹16,114
31 Dec 23	₹22,616
31 Dec 24	₹29,855

Sundaram Mid Cap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	0.9%
3 Month	-0.9%
6 Month	7.7%
1 Year	32.9%
3 Year	24.7%
5 Year	24.6%
10 Year
15 Year
Since launch	24.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%
2014	11.2%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	3.77 Yr.
Ratish Varier	24 Feb 21	3.77 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.87%
Consumer Cyclical	18.59%
Industrials	17.55%
Health Care	11.26%
Basic Materials	8.5%
Technology	5.91%
Consumer Defensive	3.29%
Real Estate	3.05%
Utility	2.6%
Communication Services	2.41%
Energy	1.42%

Asset Allocation

Asset Class	Value
Cash	5.55%
Equity	94.45%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	4%	₹463 Cr	7,044,972 ↓ -566,695
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹412 Cr	1,177,160
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹408 Cr	20,011,397
Trent Ltd (Consumer Cyclical) Equity, Since 31 Dec 06 \| 500251	3%	₹369 Cr	517,776 ↓ -7,851
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 21 \| TIINDIA	3%	₹311 Cr	694,463 ↓ -243,869
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| 500257	2%	₹304 Cr	1,388,200
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹292 Cr	1,747,182
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| 532814	2%	₹285 Cr	4,812,470 ↑ 198,037
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| 532843	2%	₹284 Cr	4,543,631
Oberoi Realty Ltd (Real Estate) Equity, Since 31 Jan 22 \| OBEROIRLTY	2%	₹273 Cr	1,389,543

11. 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 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (03 Jan 25)	₹286.78 ↓ -0.58 (-0.20 %)
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.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,911
31 Dec 21	₹17,249
31 Dec 22	₹17,786
31 Dec 23	₹23,611
31 Dec 24	₹29,992

ICICI Prudential MidCap Fund SIP 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 3 Jan 25

Duration	Returns
1 Month	-1.7%
3 Month	-3.7%
6 Month	-1.3%
1 Year	27.6%
3 Year	20.3%
5 Year	24.5%
10 Year
15 Year
Since launch	18.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27%
2022	32.8%
2021	3.1%
2020	44.8%
2019	19.1%
2018	-0.6%
2017	-10.8%
2016	42.9%
2015	4.8%
2014	5.1%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	2.42 Yr.
Sharmila D’mello	31 Jul 22	2.34 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	27.14%
Industrials	19.02%
Financial Services	12.86%
Communication Services	11.84%
Consumer Cyclical	11.64%
Real Estate	10.12%
Health Care	3.52%
Technology	1.79%
Utility	0.76%
Energy	0.15%

Asset Allocation

Asset Class	Value
Cash	1.13%
Equity	98.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Info Edge (India) Ltd (Communication Services) Equity, Since 30 Sep 23 \| NAUKRI	4%	₹252 Cr	338,825
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹206 Cr	3,056,731 ↑ 168,255
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 20 \| 503100	3%	₹204 Cr	1,339,191 ↑ 116,209
Jindal Steel & Power Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	3%	₹201 Cr	2,179,227
Godrej Properties Ltd (Real Estate) Equity, Since 30 Sep 22 \| GODREJPROP	3%	₹192 Cr	667,459
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹183 Cr	948,183 ↑ 194,139
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹183 Cr	1,118,018 ↑ 50,000
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹170 Cr	1,117,934 ↑ 170,000
Affle India Ltd (Communication Services) Equity, Since 31 Oct 22 \| AFFLE	3%	₹161 Cr	1,046,998
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	2%	₹157 Cr	351,686

മിഡ്-ക്യാപ് ഫണ്ടുകൾ തിരഞ്ഞെടുക്കുമ്പോൾ ശ്രദ്ധിക്കേണ്ട പാരാമീറ്ററുകൾ

നിക്ഷേപിക്കുന്നതിന് ശരിയായ ഫണ്ട് തിരഞ്ഞെടുക്കുമ്പോൾ നിക്ഷേപകർ ശ്രദ്ധിക്കേണ്ട ചില പ്രധാന ഗുണപരവും അളവ്പരവുമായ ഘടകങ്ങളുണ്ട്. പദ്ധതി അല്ലെങ്കിൽ മ്യൂച്വൽഫണ്ട് റേറ്റിംഗ് ആരംഭിക്കുന്നത് നല്ലതായിരിക്കണം. AUM (അസറ്റ് അണ്ടർ മാനേജ്‌മെന്റ്), ഫണ്ടിന്റെ പ്രായം, മുൻകാല റിട്ടേണുകൾ, ചെലവ് അനുപാതം മുതലായവ പോലുള്ള മറ്റ് ഡാറ്റയ്‌ക്കൊപ്പം ഇത് അനുബന്ധമായി നൽകേണ്ടതുണ്ട്. കൂടാതെ, ഒരു ഫണ്ടിന്റെ കഴിഞ്ഞ മൂന്ന് വർഷത്തെ പ്രകടനം പരിശോധിക്കാൻ നിക്ഷേപകരോട് നിർദ്ദേശിക്കുന്നു. ഒരു ഫണ്ടിന് 100 കോടി രൂപയിലധികം അറ്റ ആസ്തി ഉണ്ടായിരിക്കണം കൂടാതെ കഴിഞ്ഞ ഒരു വർഷമായി മിഡ് ക്യാപ് സ്റ്റോക്കുകൾക്ക് 50 ശതമാനത്തിൽ കൂടുതൽ ശരാശരി അലോക്കേഷൻ ഉണ്ടായിരിക്കണം. കൂടാതെ, നിക്ഷേപകർ ഫണ്ടുകളുടെ ചെലവ് അനുപാതവും പരിശോധിക്കണം, എന്നിരുന്നാലും, ഇത് ഫണ്ട് പ്രകടനം പോലുള്ള മറ്റ് പ്രധാന ഘടകങ്ങളെ അസാധുവാക്കരുത്.

ഫണ്ട് മാനേജരുടെ ട്രാക്ക് റെക്കോർഡും നിക്ഷേപ പ്രക്രിയയും പോലെയുള്ള മറ്റ് ഗുണപരമായ ഘടകങ്ങളെ അധികമായി പരിശോധിക്കാൻ നിക്ഷേപകർ നിർദ്ദേശിക്കുന്നു. സാമ്പത്തിക വിപണികളിൽ ശക്തമായ സാന്നിധ്യമുള്ള ഫണ്ട് ഹൗസുകളെ തിരിച്ചറിയുകയും ദീർഘവും സ്ഥിരതയുള്ളതുമായ ട്രാക്ക് റെക്കോർഡുള്ള ഫണ്ടുകൾ നൽകുകയും ചെയ്യുക. നിങ്ങളുടെ പണം നിക്ഷേപിക്കുന്നതിന് നിങ്ങൾക്ക് വിശ്വാസമുള്ള ഫണ്ട് ഹൗസ് തിരഞ്ഞെടുക്കണം. എത്ര ഫണ്ടുകൾ മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്നുവെന്നും ഒന്ന് കാണണം. ധാരാളം നല്ല പ്രകടനം നടത്തുന്ന ഫണ്ടുകൾ ഉള്ളത് ഫണ്ട് ഹൗസിന്റെ മൊത്തത്തിലുള്ള തന്ത്രം നല്ല ക്രമത്തിലാണ് എന്നാണ് അർത്ഥമാക്കുന്നത്.

മിഡ് ക്യാപ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?

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മിഡ്-ക്യാപ് ഫണ്ടുകൾ ഉപയോഗിച്ച് പോകുന്നത് ഒരാളുടെ നിക്ഷേപ പോർട്ട്‌ഫോളിയോയ്ക്ക് അവർക്ക് നൽകാനാകുന്ന വരുമാനം കണക്കിലെടുത്ത് പ്രതിഫലദായകമാണ്. മിഡ്-ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുമ്പോൾ, നിക്ഷേപകർ എക്സ്പോഷർ ഒപ്റ്റിമൽ ലെവലിൽ നിലനിർത്തുന്നത് നല്ലതാണ്, കാരണം മിഡ്-ക്യാപ് ഉയർന്ന റിസ്ക് റിട്ടേൺ ഫണ്ടുകളാണ്.

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.