| Scheme Name | Launch Date | AUM (Crore) | Expense Ratio (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 3,474.04 | 1.55 | 600000.00 | 1129028.05 | 26.37 |
| Invesco India MidCap Gr | 19-04-2007 | 804.62 | 1.75 | 600000.00 | 1078960.29 | 24.42 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 8,307.27 | 1.35 | 600000.00 | 1049032.06 | 23.22 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 3,836.9 | 1.55 | 600000.00 | 1041702.42 | 22.92 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 1,128.21 | 1.68 | 600000.00 | 1036462.06 | 22.71 |
| Sundaram MidCap Gr | 01-07-2002 | 1,250.14 | 1.75 | 600000.00 | 1005146.13 | 21.4 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 5,697.72 | 1.4 | 600000.00 | 994367.13 | 20.94 |
| HSBC Midcap Fund Reg Growth | 09-08-2004 | 1,174.97 | 1.72 | 600000.00 | 988647.66 | 20.7 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 05-01-2018 | 390.42 | 1.86 | 600000.00 | 985662.81 | 20.57 |
| ICICI Pru MidCap Gr | 10-10-2004 | 649.31 | 1.87 | 600000.00 | 977218.87 | 20.21 |
| Franklin India Mid Cap Fund Gr | 01-12-1993 | 1,225.12 | 1.76 | 600000.00 | 948513.64 | 18.95 |
| Mirae Asset MidCap Reg | 01-07-2019 | 1,680.74 | 1.66 | 600000.00 | 942858.39 | 18.69 |
| Union MidCap Reg Gr | 23-03-2020 | 150.87 | 2.1 | 600000.00 | 939091.58 | 18.52 |
| Tata Mid Cap Fund Reg Plan Gr | 01-07-1994 | 494.64 | 1.85 | 600000.00 | 932570.92 | 18.23 |
| BARODA BNP PARIBAS Mid Cap Fund Gr | 02-05-2006 | 215.69 | 2.0 | 600000.00 | 922667.16 | 17.78 |
| ABSL MidCap Gr | 05-10-2002 | 597.02 | 1.88 | 600000.00 | 919565.37 | 17.64 |
| Axis MidCap Reg Gr | 06-02-2011 | 3,115.9 | 1.57 | 600000.00 | 906602.73 | 17.04 |
| LIC MF Mid Cap Fund Reg Gr | 02-02-2017 | 32.99 | 2.5 | 600000.00 | 906461.21 | 17.04 |
| Quant MidCap Gr | 26-02-2001 | 833.48 | 1.76 | 600000.00 | 899041.59 | 16.69 |
| DSP MidCap Reg Gr | 05-11-2006 | 1,903.88 | 1.66 | 600000.00 | 884078.39 | 15.99 |
| SBI MIDCAP FUND Reg PLAN Gr | 29-03-2005 | 2,201.13 | 1.67 | 600000.00 | 877379.40 | 15.67 |
| UTI MidCap Gr | 05-08-2005 | 1,166.93 | 1.76 | 600000.00 | 873802.51 | 15.5 |
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 1,140.13 | 1.69 | 600000.00 | 867020.45 | 15.17 |
| Taurus Mid Cap Reg Gr | 05-09-1994 | 12.81 | 2.56 | 600000.00 | 865484.81 | 15.1 |
| Category Average | - | - | - | 600000.00 | 957140.23 | 19.23 |
| NIFTY MIDCAP 150 TRI | 01-04-2005 | - | - | 600000.00 | 1017212.55 | 21.93 |
Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.
Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).
The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.
