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

ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച മിഡ് ക്യാപ് ഫണ്ടുകൾ

മികച്ച മിഡ് ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on November 10, 2024 , 87726 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹103.944
↓ -0.94
₹18,6045.626.960.431.131.741.7
Edelweiss Mid Cap Fund Growth ₹96.723
↓ -0.71
₹7,7552.522.648.722.629.438.4
PGIM India Midcap Opportunities Fund Growth ₹61.66
↓ -0.43
₹11,700-0.812.225.910.928.420.8
SBI Magnum Mid Cap Fund Growth ₹233.025
↓ -1.18
₹22,338-0.612.729.917.227.234.5
Invesco India Mid Cap Fund Growth ₹161.93
↓ -0.17
₹5,9043.82147.521.127.234.1
BNP Paribas Mid Cap Fund Growth ₹99.515
↓ -0.78
₹2,247-1.913.336.217.725.632.6
TATA Mid Cap Growth Fund Growth ₹425.224
↓ -3.19
₹4,637-2.811.634.418.82540.5
UTI Mid Cap Fund Growth ₹298.762
↓ -2.54
₹12,708-2.914.83114.924.830.5
ICICI Prudential MidCap Fund Growth ₹279.13
↓ -3.12
₹6,778-2.111.942.517.824.332.8
L&T Midcap Fund Growth ₹383.745
↓ -4.54
₹12,2801.117.645.721.124.240
Sundaram Mid Cap Fund Growth ₹1,336.75
↓ -7.74
₹12,7130.817.142.921.824.140.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Nov 24

*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 24.4% 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 (12 Nov 24) ₹103.944 ↓ -0.94   (-0.90 %)
Net Assets (Cr) ₹18,604 on 30 Sep 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 3.44
Information Ratio 1.23
Alpha Ratio 22.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,551
31 Oct 21₹16,394
31 Oct 22₹19,861
31 Oct 23₹23,514
31 Oct 24₹39,059

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 ₹657,502.
Net Profit of ₹357,502
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 12 Nov 24

DurationReturns
1 Month -4.2%
3 Month 5.6%
6 Month 26.9%
1 Year 60.4%
3 Year 31.1%
5 Year 31.7%
10 Year
15 Year
Since launch 24.4%
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 240.08 Yr.
Niket Shah1 Jul 204.34 Yr.
Santosh Singh1 Oct 240.08 Yr.
Rakesh Shetty22 Nov 221.94 Yr.
Sunil Sawant1 Jul 240.34 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical28.84%
Technology25.23%
Industrials22.07%
Financial Services9.82%
Health Care5.2%
Basic Materials3.46%
Real Estate2.4%
Communication Services0.59%
Asset Allocation
Asset ClassValue
Cash2.4%
Equity97.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹1,982 Cr2,600,000
↑ 350,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
9%₹1,905 Cr28,983,719
↑ 3,583,719
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
9%₹1,863 Cr2,875,000
↑ 325,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,612 Cr3,000,000
↑ 300,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
8%₹1,612 Cr50,000,000
↑ 3,226,841
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532977
7%₹1,346 Cr1,367,958
↑ 1,367,958
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
6%₹1,210 Cr2,700,000
↑ 232,189
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
5%₹1,038 Cr3,805,755
↑ 3,805,755
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹825 Cr5,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹786 Cr32,500,000
↑ 7,500,000

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 14.4% 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 (12 Nov 24) ₹96.723 ↓ -0.71   (-0.73 %)
Net Assets (Cr) ₹7,755 on 30 Sep 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 3.18
Information Ratio 0.18
Alpha Ratio 11.59
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
31 Oct 19₹10,000
31 Oct 20₹10,678
31 Oct 21₹18,868
31 Oct 22₹20,000
31 Oct 23₹23,186
31 Oct 24₹36,476

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 ₹627,226.
Net Profit of ₹327,226
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 12 Nov 24

DurationReturns
1 Month -5.1%
3 Month 2.5%
6 Month 22.6%
1 Year 48.7%
3 Year 22.6%
5 Year 29.4%
10 Year
15 Year
Since launch 14.4%
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 240.05 Yr.
Trideep Bhattacharya1 Oct 213.09 Yr.
Raj Koradia1 Aug 240.25 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Sep 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 18.1% 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 (12 Nov 24) ₹61.66 ↓ -0.43   (-0.69 %)
Net Assets (Cr) ₹11,700 on 30 Sep 24
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 2.16
Information Ratio -1.53
Alpha Ratio 1.48
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
31 Oct 19₹10,000
31 Oct 20₹12,640
31 Oct 21₹24,109
31 Oct 22₹25,174
31 Oct 23₹26,463
31 Oct 24₹34,871

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 ₹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 12 Nov 24

DurationReturns
1 Month -6%
3 Month -0.8%
6 Month 12.2%
1 Year 25.9%
3 Year 10.9%
5 Year 28.4%
10 Year
15 Year
Since launch 18.1%
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 231.59 Yr.
Puneet Pal16 Jul 222.3 Yr.
Utsav Mehta1 Nov 231 Yr.
Vivek Sharma15 Apr 240.55 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical18.24%
Industrials17.63%
Financial Services17.19%
Technology10.92%
Health Care10.25%
Basic Materials10.15%
Consumer Defensive4.03%
Real Estate3.63%
Communication Services3.24%
Utility2.27%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.55%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
3%₹402 Cr291,565
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹348 Cr3,526,055
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹332 Cr609,968
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
3%₹328 Cr2,981,370
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
2%₹273 Cr236,523
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
2%₹271 Cr1,470,974
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
2%₹270 Cr333,827
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹260 Cr1,618,695
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Jun 24 | ICICIGI
2%₹244 Cr1,124,005
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
2%₹244 Cr316,500
↑ 316,500

4. 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 (12 Nov 24) ₹233.025 ↓ -1.18   (-0.50 %)
Net Assets (Cr) ₹22,338 on 30 Sep 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.43
Information Ratio -0.43
Alpha Ratio 2.9
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
31 Oct 19₹10,000
31 Oct 20₹10,825
31 Oct 21₹19,310
31 Oct 22₹21,129
31 Oct 23₹24,978
31 Oct 24₹33,559

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 12 Nov 24

DurationReturns
1 Month -4.3%
3 Month -0.6%
6 Month 12.7%
1 Year 29.9%
3 Year 17.2%
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 240.59 Yr.
Pradeep Kesavan1 Apr 240.59 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.67%
Financial Services19.86%
Industrials16.5%
Health Care11.3%
Basic Materials7.92%
Utility4%
Real Estate3.96%
Technology3.74%
Communication Services2.86%
Consumer Defensive1.95%
Energy1.33%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹876 Cr1,600,000
↑ 25,478
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹856 Cr4,700,000
↓ -70,722
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹716 Cr1,490,000
Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS
3%₹660 Cr4,000,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹591 Cr1,200,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹584 Cr3,500,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹561 Cr6,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹560 Cr5,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹551 Cr800,000
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK
3%₹551 Cr27,000,000

5. 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 17.2% 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 (12 Nov 24) ₹161.93 ↓ -0.17   (-0.10 %)
Net Assets (Cr) ₹5,904 on 30 Sep 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.23
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
31 Oct 19₹10,000
31 Oct 20₹10,830
31 Oct 21₹17,892
31 Oct 22₹18,294
31 Oct 23₹21,425
31 Oct 24₹33,152

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 ₹598,181.
Net Profit of ₹298,181
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 12 Nov 24

DurationReturns
1 Month -5%
3 Month 3.8%
6 Month 21%
1 Year 47.5%
3 Year 21.1%
5 Year 27.2%
10 Year
15 Year
Since launch 17.2%
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 230.98 Yr.
Amit Ganatra1 Sep 231.17 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical27.86%
Financial Services18.71%
Industrials14.01%
Health Care11.92%
Technology9.67%
Real Estate8.54%
Basic Materials6.24%
Communication Services1.34%
Consumer Defensive1.32%
Asset Allocation
Asset ClassValue
Cash0.38%
Equity99.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹246 Cr12,506,782
↑ 1,589,629
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹241 Cr174,798
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹241 Cr1,305,659
↑ 39,830
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
4%₹241 Cr12,964,556
↑ 2,297,942
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹237 Cr312,534
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹221 Cr2,246,434
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
3%₹186 Cr1,154,242
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹175 Cr249,918
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹175 Cr376,558
↑ 26,594
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹165 Cr479,675

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 (12 Nov 24) ₹99.515 ↓ -0.78   (-0.78 %)
Net Assets (Cr) ₹2,247 on 30 Sep 24
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio 2.84
Information Ratio -0.72
Alpha Ratio 6.09
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
31 Oct 19₹10,000
31 Oct 20₹10,608
31 Oct 21₹18,274
31 Oct 22₹18,904
31 Oct 23₹21,768
31 Oct 24₹31,443

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 12 Nov 24

DurationReturns
1 Month -5.9%
3 Month -1.9%
6 Month 13.3%
1 Year 36.2%
3 Year 17.7%
5 Year 25.6%
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 222.31 Yr.
Himanshu Singh21 Oct 240.03 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Sep 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
Cash6.36%
Equity92.73%
Debt0.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
4%₹85 Cr500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
3%₹71 Cr100,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹69 Cr50,000
CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL
3%₹55 Cr100,000
↑ 50,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 532234
2%₹50 Cr2,200,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹47 Cr800,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹46 Cr330,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
2%₹46 Cr32,500
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹46 Cr300,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
2%₹45 Cr180,000

7. 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 (12 Nov 24) ₹425.224 ↓ -3.19   (-0.75 %)
Net Assets (Cr) ₹4,637 on 30 Sep 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 2.68
Information Ratio -0.62
Alpha Ratio 3.66
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
31 Oct 19₹10,000
31 Oct 20₹10,566
31 Oct 21₹17,336
31 Oct 22₹17,658
31 Oct 23₹21,557
31 Oct 24₹30,578

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 12 Nov 24

DurationReturns
1 Month -4%
3 Month -2.8%
6 Month 11.6%
1 Year 34.4%
3 Year 18.8%
5 Year 25%
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 213.65 Yr.

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

Equity Sector Allocation
SectorValue
Industrials28.09%
Financial Services19.25%
Health Care13.49%
Consumer Cyclical9.68%
Basic Materials7.96%
Technology5.18%
Real Estate5.17%
Communication Services3.06%
Consumer Defensive2.78%
Energy2.01%
Utility1.33%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹155 Cr1,300,000
↑ 94,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹151 Cr250,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹146 Cr1,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹142 Cr700,000
↑ 25,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹141 Cr369,694
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹116 Cr250,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
2%₹111 Cr217,412
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹110 Cr1,000,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹110 Cr500,000
JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Sep 23 | JSWINFRA
2%₹107 Cr3,100,000

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 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 (12 Nov 24) ₹298.762 ↓ -2.54   (-0.84 %)
Net Assets (Cr) ₹12,708 on 30 Sep 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.31
Information Ratio -1.37
Alpha Ratio 0.63
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
31 Oct 19₹10,000
31 Oct 20₹11,177
31 Oct 21₹18,826
31 Oct 22₹19,453
31 Oct 23₹22,263
31 Oct 24₹30,501

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 ₹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 12 Nov 24

DurationReturns
1 Month -5.8%
3 Month -2.9%
6 Month 14.8%
1 Year 31%
3 Year 14.9%
5 Year 24.8%
10 Year
15 Year
Since launch 18.5%
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 195.18 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.45%
Industrials18.02%
Financial Services17.26%
Technology11.8%
Health Care10.75%
Basic Materials9.41%
Communication Services3.33%
Consumer Defensive2.18%
Utility2.06%
Real Estate2.01%
Energy0.55%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.82%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹301 Cr394,800
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹251 Cr560,509
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹242 Cr450,536
↓ -50,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹241 Cr416,587
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹239 Cr1,571,611
↑ 25,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500271
2%₹230 Cr1,795,097
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹230 Cr1,351,859
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹229 Cr1,620,419
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹225 Cr346,808
↑ 8,159
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532331
2%₹224 Cr730,779
↓ -9,994

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 (12 Nov 24) ₹279.13 ↓ -3.12   (-1.11 %)
Net Assets (Cr) ₹6,778 on 30 Sep 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.63
Information Ratio -0.56
Alpha Ratio 4.84
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
31 Oct 19₹10,000
31 Oct 20₹9,846
31 Oct 21₹17,139
31 Oct 22₹17,800
31 Oct 23₹19,676
31 Oct 24₹29,836

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 12 Nov 24

DurationReturns
1 Month -6.3%
3 Month -2.1%
6 Month 11.9%
1 Year 42.5%
3 Year 17.8%
5 Year 24.3%
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 222.34 Yr.
Sharmila D’mello31 Jul 222.26 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials25.31%
Industrials19.22%
Real Estate11.71%
Financial Services11.61%
Communication Services11.55%
Consumer Cyclical10.62%
Health Care4.69%
Utility1.84%
Technology1.72%
Energy0.36%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹274 Cr338,825
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹228 Cr2,888,476
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹227 Cr2,179,227
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹226 Cr1,222,982
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
3%₹211 Cr667,459
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹197 Cr1,068,018
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 22 | 500480
2%₹169 Cr444,068
Affle India Ltd (Communication Services)
Equity, Since 31 Oct 22 | AFFLE
2%₹166 Cr1,046,998
↓ -9,620
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
2%₹160 Cr846,212
↓ -53,164
AIA Engineering Ltd (Industrials)
Equity, Since 30 Nov 17 | AIAENG
2%₹160 Cr369,170
↓ -3,377

10. 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 19.7% 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 (12 Nov 24) ₹383.745 ↓ -4.54   (-1.17 %)
Net Assets (Cr) ₹12,280 on 30 Sep 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 3.57
Information Ratio -0.36
Alpha Ratio 14.32
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
31 Oct 19₹10,000
31 Oct 20₹10,410
31 Oct 21₹15,809
31 Oct 22₹15,786
31 Oct 23₹19,086
31 Oct 24₹29,333

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 ₹556,833.
Net Profit of ₹256,833
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 12 Nov 24

DurationReturns
1 Month -6.5%
3 Month 1.1%
6 Month 17.6%
1 Year 45.7%
3 Year 21.1%
5 Year 24.2%
10 Year
15 Year
Since launch 19.7%
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 231.09 Yr.
Cheenu Gupta26 Nov 221.93 Yr.
Sonal Gupta1 Oct 231.09 Yr.

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

Equity Sector Allocation
SectorValue
Industrials32.54%
Financial Services17.44%
Consumer Cyclical14.41%
Technology10.35%
Health Care7.1%
Real Estate6.99%
Utility6.19%
Consumer Defensive2.26%
Basic Materials1.46%
Communication Services0.31%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
6%₹724 Cr90,407,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹481 Cr634,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
3%₹421 Cr304,800
↑ 66,900
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
3%₹415 Cr964,400
↑ 69,500
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
3%₹405 Cr5,521,200
↑ 483,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹401 Cr14,675,800
↑ 3,128,400
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
3%₹400 Cr5,266,200
↑ 886,500
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹371 Cr1,175,100
↑ 103,700
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹369 Cr970,100
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
3%₹350 Cr2,162,200
↑ 513,300

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 (12 Nov 24) ₹1,336.75 ↓ -7.74   (-0.58 %)
Net Assets (Cr) ₹12,713 on 30 Sep 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 3.27
Information Ratio 0.12
Alpha Ratio 11.15
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,539
31 Oct 21₹15,532
31 Oct 22₹16,473
31 Oct 23₹19,559
31 Oct 24₹29,760

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 12 Nov 24

DurationReturns
1 Month -4.8%
3 Month 0.8%
6 Month 17.1%
1 Year 42.9%
3 Year 21.8%
5 Year 24.1%
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 213.69 Yr.
Ratish Varier24 Feb 213.69 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Financial Services19.22%
Industrials18.37%
Health Care11.04%
Basic Materials8.34%
Technology5.92%
Consumer Defensive2.9%
Real Estate2.81%
Utility2.76%
Communication Services1.99%
Energy1.52%
Asset Allocation
Asset ClassValue
Cash5.32%
Equity94.67%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Liquid Dir Gr
Investment Fund | -
4%₹577 Cr2,608,605
↑ 2,377,241
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹556 Cr7,611,667
↓ -685,821
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹448 Cr1,177,160
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹407 Cr938,332
↓ -31,532
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹398 Cr525,627
↓ -78,790
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹394 Cr20,011,397
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%₹293 Cr1,747,182
↓ -26,128
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹279 Cr4,543,631
↓ -103,189
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹278 Cr3,755,252

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.

midcap-funds

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?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

ഉപസംഹാരം

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.
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