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2022 میں سرمایہ کاری کے لیے 11 بہترین کارکردگی کا مظاہرہ کرنے والے مڈ کیپ میوچل فنڈز

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بہترین مڈ کیپ میوچل فنڈز 2022

Updated on November 4, 2024 , 87680 views

بہترین مڈ کیپ کی تلاش ہے۔باہمی چندہ 2022 میں سرمایہ کاری کرنا ہے؟ ٹھیک ہے، بہت سے سرمایہ کار اس طرف مائل ہیں۔سرمایہ کاری مڈ کیپس میں کیونکہ انہیں مستقبل سمجھا جاتا ہے۔مارکیٹ رہنما جب ایکسرمایہ کار ایک طویل مدت کے لیے مڈ کیپس میں سرمایہ کاری کرتے ہیں، وہ ان کمپنیوں کو ترجیح دیتے ہیں جو ان کے خیال میں کل کی رن وے کی کامیابیاں ہوں گی۔

روایتی طور پر، مڈ-کیپس عام طور پر درمیانے درجے کی کمپنیاں ہوتی ہیں، جو اگر اچھی طرح سے چلتی ہیں اور ان کے پاس اچھی کاروباری حکمت عملی ہے تو وہ کل کے لیڈر یا بڑے کیپ بن جاتی ہیں (کچھ ممالک یہاں تک کہکال کریں۔ ان کی وشال ٹوپیاں)۔

صحیح کاروباری حکمت عملی کے ساتھ، عمل درآمد کے لیے اچھا انتظام، اور تبدیلیوں کے لیے فرتیلا ہونا مڈ کیپ کمپنیوں کو تیزی سے ترقی کرتا ہے۔ لاج کیپس سے زیادہ منافع حاصل کرنے کے خواہاں سرمایہ کار سرمایہ کاری کے لیے مڈ کیپس کی طرف دیکھتے ہیں، تاہم، یہ زیادہ خطرہ (یا اتار چڑھاؤ) کے ساتھ آتا ہے۔

ادارہ جاتی سرمایہ کار جیسے میوچل فنڈز اور غیر ملکی ادارہ جاتی سرمایہ کار (FIIs) ٹاپ مڈ کیپس میں تیزی سے سرمایہ کاری کر رہے ہیں۔مڈ کیپ فنڈز ایکویٹی مارکیٹوں میں ان کے فوائد کو بڑھانے کے لئے.

آپ کو مڈ کیپ فنڈز میں کیوں سرمایہ کاری کرنی چاہئے۔

میں سے کچھسرمایہ کاری کے فوائد مڈ کیپ فنڈز میں ہیں:

  • طویل مدتی ہولڈنگ کی وجہ سے بڑی ٹوپیوں کے مقابلے میں ان کے پاس دولت کی مضبوط صلاحیت ہے۔ وہ عام طور پر تیزی والے بازاروں میں مؤخر الذکر کے مقابلے میں بہتر کارکردگی کا مظاہرہ کرتے ہیں اور جب مارکیٹیں طویل عرصے سے عروج پر ہوتی ہیں۔
  • مڈ کیپ کمپنیوں میں بڑے کیپ کے مقابلے ترقی کی زیادہ صلاحیت ہوتی ہے۔
  • ایسی فرمیں مارکیٹ میں نئی اختراعات اور تبدیلیوں پر تیزی سے ردعمل ظاہر کرتی ہیں کیونکہ وہ زیادہ توجہ مرکوز کرنے، اپنی جگہ میں مہارت رکھنے والے اور تیز قدموں والی ہوتی ہیں۔
  • مڈ کیپ اسٹاک کے مقابلے اتار چڑھاؤ میں کم ہیں۔چھوٹی ٹوپی اسٹاک
  • تیزی سے بڑھنے کی اپنی صلاحیت کی وجہ سے، وہ اکثر بہتر کارکردگی کا مظاہرہ کرتے ہیں۔بڑے کیپ فنڈز ایک طویل مدت کے دوران.

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مڈ کیپ فنڈز کے فوائد

اگر ہم طویل مدتی پر غور کریں۔میوچل فنڈز کی تاریخ، پھر مڈ کیپ فنڈز نے مسلسل لاج کیپ فنڈز کو پیچھے چھوڑ دیا ہے۔ درحقیقت، فنڈ کی نوعیت یہ ہے کہ اس کے رجحان میں جلد تبدیلی کا امکان نہیں ہے۔

بڑے کیپ فنڈز کے مقابلے مڈ کیپ فنڈز اسٹاک مارکیٹوں میں نسبتاً کم فالو ہوتے ہیں۔ یہ سرمایہ کاروں کو ان فنڈز کا استعمال کرتے ہوئے اپنی سرمایہ کاری میں تیزی سے ترقی حاصل کرنے کا ایک بہت بڑا موقع فراہم کرتا ہے۔

مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست 11 بہترین مڈ کیپ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹106.326
↓ -0.56
₹18,60411.229.167.133.73341.7
Edelweiss Mid Cap Fund Growth ₹98.859
↓ -0.38
₹7,7559.322.555.624.430.338.4
PGIM India Midcap Opportunities Fund Growth ₹62.89
↓ -0.49
₹11,7001.314.429.312.728.920.8
Invesco India Mid Cap Fund Growth ₹164.69
↓ -1.18
₹5,9049.422.253.5232834.1
SBI Magnum Mid Cap Fund Growth ₹237.591
↓ -0.92
₹22,3382.414.232.619.427.634.5
BNP Paribas Mid Cap Fund Growth ₹101.926
↓ -0.77
₹2,2472.115.540.319.326.132.6
TATA Mid Cap Growth Fund Growth ₹434.302
↓ -3.06
₹4,6371.912.240.120.725.840.5
UTI Mid Cap Fund Growth ₹306.158
↓ -1.38
₹12,7082.716.43617.225.830.5
ICICI Prudential MidCap Fund Growth ₹287.86
↓ -2.19
₹6,7781.414.948.720.22532.8
L&T Midcap Fund Growth ₹395.458
↓ -2.00
₹12,2806.320.651.723.124.840
Sundaram Mid Cap Fund Growth ₹1,364.9
↓ -7.98
₹12,7134.119.348.323.824.640.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 24

*سب سے اوپر کی فہرستمڈ کیپ باہمی فنڈز کم سے کم200 کروڑ خالص اثاثے / انتظام کے تحت اثاثے (AUM)، ترتیب دیا گیا۔5 سالسی اے جی آر واپسی.

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 (07 Nov 24) ₹106.326 ↓ -0.56   (-0.53 %)
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 ₹673,113.
Net Profit of ₹373,113
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 7 Nov 24

DurationReturns
1 Month 1%
3 Month 11.2%
6 Month 29.1%
1 Year 67.1%
3 Year 33.7%
5 Year 33%
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 Yr.
Niket Shah1 Jul 204.25 Yr.
Santosh Singh1 Oct 240 Yr.
Rakesh Shetty22 Nov 221.86 Yr.
Sunil Sawant1 Jul 240.25 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.85%
Technology20.91%
Consumer Cyclical17.5%
Financial Services8.81%
Health Care4.47%
Basic Materials3.7%
Real Estate2.73%
Asset Allocation
Asset ClassValue
Cash19.02%
Equity80.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹1,855 Cr25,400,000
↑ 400,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
10%₹1,774 Cr2,550,000
↑ 450,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
9%₹1,640 Cr46,773,159
↑ 13,873,159
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
8%₹1,579 Cr2,250,000
↑ 650,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,472 Cr2,700,000
↓ -13,800
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
6%₹1,070 Cr2,467,811
↑ 217,811
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
5%₹923 Cr5,000,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹717 Cr2,350,000
↑ 124,002
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹683 Cr25,000,000
↓ -500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
3%₹540 Cr5,481,171
↑ 981,171

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 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 (07 Nov 24) ₹98.859 ↓ -0.38   (-0.39 %)
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 ₹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 7 Nov 24

DurationReturns
1 Month 0%
3 Month 9.3%
6 Month 22.5%
1 Year 55.6%
3 Year 24.4%
5 Year 30.3%
10 Year
15 Year
Since launch 14.6%
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 Yr.
Trideep Bhattacharya1 Oct 213 Yr.
Raj Koradia1 Aug 240.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.1%
Industrials18.47%
Consumer Cyclical16.02%
Technology11.78%
Health Care11.46%
Basic Materials7.98%
Real Estate3.36%
Consumer Defensive2.53%
Communication Services1.98%
Utility1.77%
Energy1.76%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.2%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
5%₹349 Cr641,031
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹332 Cr240,705
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹322 Cr424,534
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
3%₹220 Cr1,004,356
↑ 319,125
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹196 Cr169,704
Bajaj Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJHFL
2%₹184 Cr11,974,362
↑ 11,974,362
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹176 Cr1,084,888
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
2%₹174 Cr2,298,558
↑ 314,333
Voltas Ltd (Industrials)
Equity, Since 31 Dec 23 | VOLTAS
2%₹157 Cr848,655
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
2%₹156 Cr2,974,073

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 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 (07 Nov 24) ₹62.89 ↓ -0.49   (-0.77 %)
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 7 Nov 24

DurationReturns
1 Month -0.9%
3 Month 1.3%
6 Month 14.4%
1 Year 29.3%
3 Year 12.7%
5 Year 28.9%
10 Year
15 Year
Since launch 18.3%
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 231.5 Yr.
Puneet Pal16 Jul 222.21 Yr.
Utsav Mehta1 Nov 230.92 Yr.
Vivek Sharma15 Apr 240.46 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. 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 17.4% 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 (07 Nov 24) ₹164.69 ↓ -1.18   (-0.71 %)
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 7 Nov 24

DurationReturns
1 Month -0.9%
3 Month 9.4%
6 Month 22.2%
1 Year 53.5%
3 Year 23%
5 Year 28%
10 Year
15 Year
Since launch 17.4%
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 230.89 Yr.
Amit Ganatra1 Sep 231.08 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

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 17.5% 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 (07 Nov 24) ₹237.591 ↓ -0.92   (-0.39 %)
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 7 Nov 24

DurationReturns
1 Month -0.1%
3 Month 2.4%
6 Month 14.2%
1 Year 32.6%
3 Year 19.4%
5 Year 27.6%
10 Year
15 Year
Since launch 17.5%
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 240.5 Yr.
Pradeep Kesavan1 Apr 240.5 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.83%
Financial Services20.57%
Industrials16.32%
Health Care10.35%
Basic Materials9.74%
Real Estate4.14%
Utility4.01%
Technology3.65%
Communication Services3.08%
Consumer Defensive1.96%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹896 Cr4,770,722
↓ -399,028
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
4%₹785 Cr1,490,000
Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS
3%₹738 Cr4,000,000
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
3%₹734 Cr1,574,522
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹616 Cr1,573,215
↑ 107,291
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹612 Cr1,200,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹586 Cr3,500,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | CARBORUNIV
3%₹584 Cr3,900,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹572 Cr6,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
2%₹542 Cr5,500,000

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 13.4% 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 (07 Nov 24) ₹101.926 ↓ -0.77   (-0.75 %)
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 ₹584,107.
Net Profit of ₹284,107
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 7 Nov 24

DurationReturns
1 Month -0.7%
3 Month 2.1%
6 Month 15.5%
1 Year 40.3%
3 Year 19.3%
5 Year 26.1%
10 Year
15 Year
Since launch 13.4%
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 222.22 Yr.
Miten Vora1 Dec 221.84 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.36%
Financial Services19.42%
Health Care12.47%
Technology11.95%
Industrials11.6%
Basic Materials8.45%
Consumer Defensive3.44%
Real Estate2.46%
Communication Services1.83%
Utility1.01%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity94.97%
Debt0.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
4%₹81 Cr500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
3%₹76 Cr100,000
↓ -15,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹73 Cr50,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹55 Cr300,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
2%₹54 Cr330,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
2%₹51 Cr180,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
2%₹49 Cr93,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 532234
2%₹46 Cr2,200,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 24 | 506395
2%₹45 Cr270,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
2%₹45 Cr32,500

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 13.3% 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 (07 Nov 24) ₹434.302 ↓ -3.06   (-0.70 %)
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 ₹570,326.
Net Profit of ₹270,326
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 7 Nov 24

DurationReturns
1 Month -1.6%
3 Month 1.9%
6 Month 12.2%
1 Year 40.1%
3 Year 20.7%
5 Year 25.8%
10 Year
15 Year
Since launch 13.3%
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 213.56 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 18.6% 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 (07 Nov 24) ₹306.158 ↓ -1.38   (-0.45 %)
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 ₹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 7 Nov 24

DurationReturns
1 Month -2.5%
3 Month 2.7%
6 Month 16.4%
1 Year 36%
3 Year 17.2%
5 Year 25.8%
10 Year
15 Year
Since launch 18.6%
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 195.09 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.98%
Industrials18.62%
Financial Services17.27%
Technology10.87%
Health Care10.56%
Basic Materials9.18%
Communication Services3.39%
Consumer Defensive2.27%
Real Estate2.25%
Utility2.16%
Energy1.24%
Asset Allocation
Asset ClassValue
Cash2.08%
Equity97.79%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹285 Cr1,546,611
↑ 49,073
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹277 Cr394,800
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹273 Cr501,036
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹252 Cr416,587
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹246 Cr1,620,419
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹243 Cr560,509
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532331
2%₹237 Cr740,773
↑ 2,095
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹237 Cr1,282,896
↓ -200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹236 Cr338,649
↑ 2,456
Supreme Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | 509930
2%₹224 Cr421,800
↑ 22,500

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 18.3% 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 (07 Nov 24) ₹287.86 ↓ -2.19   (-0.76 %)
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 ₹570,326.
Net Profit of ₹270,326
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 7 Nov 24

DurationReturns
1 Month 0%
3 Month 1.4%
6 Month 14.9%
1 Year 48.7%
3 Year 20.2%
5 Year 25%
10 Year
15 Year
Since launch 18.3%
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 222.25 Yr.
Sharmila D’mello31 Jul 222.17 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 19.9% 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 (07 Nov 24) ₹395.458 ↓ -2.00   (-0.50 %)
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 7 Nov 24

DurationReturns
1 Month 2.3%
3 Month 6.3%
6 Month 20.6%
1 Year 51.7%
3 Year 23.1%
5 Year 24.8%
10 Year
15 Year
Since launch 19.9%
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 Yr.
Cheenu Gupta26 Nov 221.85 Yr.
Sonal Gupta1 Oct 231 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 24.7% 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 (07 Nov 24) ₹1,364.9 ↓ -7.98   (-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 7 Nov 24

DurationReturns
1 Month -0.1%
3 Month 4.1%
6 Month 19.3%
1 Year 48.3%
3 Year 23.8%
5 Year 24.6%
10 Year
15 Year
Since launch 24.7%
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 213.6 Yr.
Ratish Varier24 Feb 213.6 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.97%
Financial Services19.92%
Industrials18.42%
Health Care11.19%
Basic Materials9.22%
Technology6.05%
Utility2.83%
Consumer Defensive2.73%
Real Estate2.23%
Communication Services1.88%
Energy1.49%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.93%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹510 Cr8,297,488
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹441 Cr1,177,160
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹433 Cr604,417
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹391 Cr969,864
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 500469
3%₹390 Cr20,011,397
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹312 Cr1,773,310
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹311 Cr1,388,200
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
2%₹301 Cr5,470,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹262 Cr506,729
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹259 Cr3,755,252

مڈ کیپ فنڈز کا انتخاب کرتے وقت دیکھنے کے لیے پیرامیٹرز

سرمایہ کاروں کو سرمایہ کاری کے لیے صحیح فنڈ کا انتخاب کرتے وقت چند اہم معیار اور مقداری عوامل کو دیکھنا ہوتا ہے۔ اسکیم یا باہمیفنڈ کی درجہ بندی شروع کرنے کے لئے اچھا ہونا چاہئے. اس کو دیگر ڈیٹا کے ساتھ پورا کرنے کی ضرورت ہے، جیسے کہ AUM (اثاثہ جات کے تحت)، فنڈ کی عمر، ماضی کے منافع، اخراجات کا تناسب، وغیرہ۔ مزید برآں، سرمایہ کاروں کو مشورہ دیا جاتا ہے کہ وہ کسی فنڈ کی گزشتہ تین سالوں کی کارکردگی کو چیک کریں۔ ایک فنڈ کے پاس INR 100 کروڑ سے زیادہ کے خالص اثاثے ہونے چاہئیں اور پچھلے ایک سال کے دوران مڈ کیپ اسٹاکس کے لیے کم از کم اوسطاً 50 فیصد سے زیادہ مختص ہونا چاہیے۔ مزید برآں، سرمایہ کاروں کو فنڈز کے اخراجات کا تناسب بھی چیک کرنا چاہیے، تاہم، اس سے فنڈ کی کارکردگی جیسے دیگر اہم عوامل کو ختم نہیں کرنا چاہیے۔

midcap-funds

سرمایہ کاروں کو مشورہ دیا جاتا ہے کہ وہ اضافی طور پر دیگر کوالٹی فیکٹرز جیسے کہ فنڈ مینیجر کا ٹریک ریکارڈ اور سرمایہ کاری کے عمل کو بھی چیک کریں۔ ایسے فنڈ ہاؤسز کی نشاندہی کریں جن کی مالیاتی منڈیوں میں مضبوط موجودگی ہے اور ایسے فنڈز فراہم کریں جن کا ٹریک ریکارڈ طویل اور مستقل ہو۔ کسی کو وہ فنڈ ہاؤس منتخب کرنا چاہیے جس پر آپ کو اپنا پیسہ لگانے کا یقین ہو۔ یہ بھی دیکھنا چاہیے کہ کتنے فنڈز ٹاپ پرفارمرز ہیں۔ اچھی کارکردگی کا مظاہرہ کرنے والے فنڈز کی بڑی تعداد کا مطلب یہ ہوگا کہ فنڈ ہاؤس کی مجموعی حکمت عملی اچھی ترتیب میں ہے۔

مڈ کیپ فنڈز میں آن لائن سرمایہ کاری کیسے کریں؟

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نتیجہ

مڈ-کیپ فنڈز کے ساتھ جانا کسی کے سرمایہ کاری کے پورٹ فولیو کے لیے فائدہ مند ثابت ہو سکتا ہے اس بات پر غور کرتے ہوئے کہ وہ جو منافع فراہم کر سکتا ہے۔ مڈ کیپ میوچل فنڈز میں سرمایہ کاری کرتے وقت، سرمایہ کاروں کے لیے یہ مشورہ دیا جاتا ہے کہ وہ نمائش کو زیادہ سے زیادہ سطحوں کے اندر رکھیں کیونکہ مڈ کیپس ہائی رسک ریٹرن فنڈز ہیں۔

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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