| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
9.97 | 24.99 | 25.05 | 21.77 | 19.71 | 13.88 | -16.42 | -16.36 | 4.41 | 0.87 | 0.67 | 1.34 | |
| 2 | |
9.39 | 25.66 | 15.28 | -17.09 | -16.91 | 3.13 | 0.93 | 0.61 | 1.24 | ||||
| 3 | |
8.46 | 25.98 | 23.01 | 21.83 | 19.80 | 16.20 | -18.13 | -22.34 | 3.48 | 0.96 | 0.58 | 1.22 | |
| 4 | |
6.99 | 26.32 | 24.82 | 23.51 | 15.45 | -18.50 | -17.82 | 3.92 | 0.90 | 0.58 | 1.23 | ||
| 5 | |
11.52 | 22.05 | 21.96 | 19.31 | 17.65 | 16.17 | -20.27 | -20.49 | -0.81 | 0.99 | 0.51 | 1.02 | |
| 6 | |
7.20 | 23.78 | 21.58 | 18.21 | 16.37 | 15.04 | -20.37 | -20.80 | 2.03 | 0.93 | 0.55 | 1.18 | |
| 7 | |
7.32 | 22.23 | 20.59 | 20.27 | 17.64 | 14.47 | -21.02 | -19.52 | 0.58 | 0.89 | 0.52 | 1.07 | |
| 8 | |
6.55 | 24.21 | 23.79 | 22.03 | 19.41 | 15.45 | -19.54 | -19.98 | 1.67 | 0.96 | 0.59 | 1.17 | |
| 9 | |
6.78 | 24.73 | 16.24 | -22.74 | -23.43 | 0.53 | 0.98 | 0.52 | 1.08 | ||||
| 10 | |
9.91 | 19.88 | 20.94 | 15.81 | -22.60 | -24.10 | -3.16 | 0.98 | 0.42 | 0.88 | |||
| 11 | |
6.38 | 24.03 | 16.82 | -23.55 | -20.75 | 0.45 | 1.06 | ||||||
| 12 | |
6.13 | 21.03 | 13.44 | -18.70 | -18.53 | 0.07 | 0.84 | 0.48 | 1.03 | ||||
| 13 | |
2.84 | 21.37 | 18.77 | 17.29 | 16.42 | 14.65 | -18.04 | -18.06 | 0.57 | 0.90 | 0.53 | 1.07 | |
| 14 | |
4.44 | 24.47 | 24.07 | 21.86 | 15.26 | -20.91 | -22.26 | 1.29 | 0.95 | 0.55 | 1.15 | ||
| 15 | |
3.64 | 20.80 | 21.69 | 21.17 | 19.55 | 15.07 | -20.37 | -19.24 | 0.22 | 0.87 | 0.46 | 0.98 | |
| 16 | |
5.39 | 20.45 | 19.67 | 16.68 | 15.07 | 15.32 | -21.92 | -21.96 | -1.17 | 0.92 | 0.48 | 0.95 | |
| 17 | |
7.28 | 20.80 | 14.78 | -21.08 | -23.49 | -1.04 | 0.89 | 0.46 | 0.95 | ||||
| 18 | |
7.50 | 20.75 | 21.15 | 15.37 | -20.51 | -24.10 | -1.79 | 0.91 | 0.41 | 0.89 | |||
| 19 | |
-6.50 | 23.21 | 26.60 | 22.85 | 18.41 | 17.89 | -21.21 | -18.17 | 2.07 | 0.95 | 0.48 | 1.02 | |
| 20 | |
-1.38 | 23.54 | 16.79 | -21.92 | -20.32 | -0.07 | 1.00 | 0.53 | 1.03 | ||||
| 21 | |
4.16 | 19.39 | 15.60 | 16.78 | 16.27 | 16.03 | -21.23 | -21.71 | -3.34 | 0.96 | 0.42 | 0.84 | |
| 22 | |
4.18 | 19.28 | 17.70 | 19.03 | 17.89 | 14.11 | -19.21 | -23.22 | -0.53 | 0.82 | 0.43 | 0.92 | |
| 23 | |
-0.73 | 17.06 | 19.74 | 19.02 | 15.69 | 13.01 | -17.51 | -14.75 | -0.70 | 0.76 | 0.41 | 0.87 | |
| 24 | |
0.97 | 16.65 | 17.33 | 17.74 | 15.63 | 15.55 | -22.63 | -22.97 | -5.94 | 0.96 | 0.33 | 0.70 | |
| 25 | |
-0.57 | 14.17 | 15.91 | 15.80 | 15.55 | 16.56 | -24.07 | -20.00 | -8.52 | 1.00 | 0.29 | 0.56 | |
| 26 | |
1.73 | 12.98 | 18.09 | 21.23 | 17.20 | 13.70 | -18.56 | -23.34 | -5.79 | 0.79 | 0.26 | 0.52 | |
| 27 | |
-10.51 | 12.67 | 21.49 | 21.12 | 17.16 | 17.17 | -25.01 | -19.88 | -9.33 | 0.98 | 0.24 | 0.48 |
Return Calculated On: 23 January 2026 | Ratios Calculated On: 31 December 2025
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
In the Mid Cap Fund category, Hdfc Mid Cap Opportunities Fund is the top ranked fund. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Hdfc Mid Cap Opportunities Fund in Mid Cap Fund. The fund has a Jensen Alpha of 4.41% which is higher than the category average of -0.7%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.34 which is higher than the category average of 0.98. Read Full Review
None Read Full Review
In the Mid Cap Fund category, Invesco India Midcap Fund is the second ranked fund. The category has total 24 funds. The Invesco India Midcap Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 3.48% which is higher than the category average of -0.7%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.22 which is higher than the category average of 0.98. Read Full Review
In the Mid Cap Fund category, Edelweiss Mid Cap Fund is the 6th ranked fund. The category has total 24 funds. The Edelweiss Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 3.92% which is higher than the category average of -0.7%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.23 which is higher than the category average of 0.98. Read Full Review
Icici Prudential Midcap Fund is the 8th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The Icici Prudential Midcap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.81% which is lower than the category average of -0.7%, reflecting poor performance. The fund has a Sharpe Ratio of 1.02 which is higher than the category average of 0.98. Read Full Review
In the Mid Cap Fund category, Sundaram Mid Cap Fund is the 7th ranked fund. The category has total 24 funds. The Sundaram Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 2.03% which is higher than the category average of -0.7%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.18 which is higher than the category average of 0.98. Read Full Review
In the Mid Cap Fund category, Tata Mid Cap Growth Fund is the 12th ranked fund. The category has total 24 funds. The Tata Mid Cap Growth Fund has shown an average past performence in Mid Cap Fund. The fund has a Jensen Alpha of 0.58% which is higher than the category average of -0.7%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.07 which is higher than the category average of 0.98. Read Full Review
In the Mid Cap Fund category, Nippon India Growth Fund is the 5th ranked fund. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Nippon India Growth Fund in Mid Cap Fund. The fund has a Jensen Alpha of 1.67% which is higher than the category average of -0.7%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.17 which is higher than the category average of 0.98. Read Full Review
ITI MID Cap Fund is the 18th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The 2 star rating shows a poor past performance of the ITI MID Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 0.53% which is higher than the category average of -0.7%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.08 which is higher than the category average of 0.98. Read Full Review
Mirae Asset Midcap Fund is the 9th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The 4 star rating shows a very good past performance of the Mirae Asset Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of -3.16% which is lower than the category average of -0.7%, reflecting poor performance. The fund has a Sharpe Ratio of 0.88 which is lower than the category average of 0.98. Read Full Review
Performance Indicators
As On: 23 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-1.49
|
-4.07
|
-5.84
|
-4.91
|
-5.24
|
4.51
|
19.44
|
18.65
|
15.65
|
14.05
|
13.75
|
| Baroda BNP Paribas Mid Cap Fund |
-1.32
|
-3.03
|
-4.58
|
-2.06
|
-1.47
|
4.61
|
19.28
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-1.86
|
-4.21
|
-5.76
|
-6.88
|
-6.30
|
5.95
|
19.14
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-1.47
|
-3.97
|
-5.91
|
-4.78
|
-2.06
|
7.88
|
23.72
|
|
|
|
|
| Dsp Midcap Fund |
-1.41
|
-4.17
|
-5.31
|
-4.56
|
-3.94
|
3.18
|
18.28
|
14.50
|
15.68
|
15.21
|
14.90
|
| Edelweiss Mid Cap Fund |
-1.42
|
-3.33
|
-5.17
|
-3.43
|
-2.59
|
5.61
|
24.61
|
23.06
|
21.70
|
|
|
| Franklin India Prima Fund |
-1.43
|
-4.05
|
-6.24
|
-5.19
|
-6.38
|
2.03
|
20.37
|
17.80
|
16.31
|
15.39
|
16.33
|
| Hdfc Mid Cap Opportunities Fund |
-1.45
|
-2.80
|
-3.43
|
-1.58
|
-0.57
|
9.28
|
24.18
|
24.21
|
20.95
|
18.78
|
18.49
|
| HSBC Mid Cap Fund |
-1.55
|
-3.30
|
-6.13
|
-4.89
|
-3.17
|
5.27
|
22.71
|
|
|
|
|
| Icici Prudential Midcap Fund |
-1.16
|
-4.37
|
-5.51
|
-2.86
|
-2.51
|
10.64
|
21.04
|
20.90
|
18.24
|
16.55
|
15.88
|
| Invesco India Midcap Fund |
-1.87
|
-4.92
|
-7.97
|
-8.78
|
-7.77
|
7.18
|
24.43
|
21.40
|
20.18
|
18.05
|
18.05
|
| ITI MID Cap Fund |
-1.47
|
-3.45
|
-4.99
|
-2.67
|
-1.46
|
5.03
|
22.54
|
|
|
|
|
| JM Midcap Fund |
-1.88
|
-4.47
|
-7.35
|
-10.20
|
-9.37
|
-2.91
|
21.41
|
|
|
|
|
| Kotak Emerging Equity Fund |
-1.33
|
-4.32
|
-6.59
|
-7.30
|
-6.66
|
2.59
|
19.50
|
20.30
|
19.74
|
18.09
|
17.27
|
| LIC MF Midcap Fund |
-1.52
|
-4.94
|
-7.93
|
-8.05
|
-8.85
|
-3.96
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-1.52
|
-3.99
|
-3.83
|
-3.38
|
-3.52
|
2.99
|
22.66
|
22.16
|
19.97
|
|
|
| Mirae Asset Midcap Fund |
-1.50
|
-4.52
|
-5.58
|
-4.80
|
-2.76
|
8.72
|
18.57
|
19.51
|
|
|
|
| Motilal Oswal Midcap Fund |
-2.37
|
-6.09
|
-8.92
|
-11.86
|
-11.96
|
-7.31
|
21.96
|
25.24
|
21.49
|
17.03
|
|
| Quant Mid Cap Fund |
-1.53
|
-4.48
|
-10.07
|
-10.00
|
-13.06
|
-11.47
|
11.37
|
19.53
|
19.24
|
15.82
|
13.66
|
| Nippon India Growth Fund |
-1.58
|
-3.83
|
-4.68
|
-4.92
|
-3.95
|
5.68
|
23.22
|
22.81
|
21.12
|
18.52
|
15.39
|
| Sbi Magnum Midcap Fund |
-1.68
|
-3.98
|
-4.74
|
-3.65
|
-6.68
|
-1.54
|
16.05
|
18.70
|
17.99
|
14.60
|
16.27
|
| Sundaram Mid Cap Fund |
-1.46
|
-3.45
|
-5.93
|
-4.81
|
-2.67
|
6.31
|
22.76
|
20.55
|
17.23
|
15.49
|
15.74
|
| Tata Mid Cap Growth Fund |
-1.57
|
-3.83
|
-5.14
|
-2.25
|
-2.17
|
6.00
|
20.79
|
19.13
|
18.78
|
16.35
|
16.56
|
| Taurus Mid Cap Fund |
-2.09
|
-4.50
|
-7.08
|
-9.00
|
-9.66
|
-0.99
|
13.73
|
15.47
|
15.34
|
15.07
|
14.18
|
| union midcap fund |
-1.43
|
-3.54
|
-5.89
|
-5.64
|
-3.98
|
6.03
|
19.01
|
19.42
|
|
|
|
| Uti Mid Cap Fund |
-1.60
|
-3.67
|
-5.60
|
-5.91
|
-6.16
|
0.11
|
15.62
|
16.25
|
16.68
|
14.58
|
15.95
|
| Pgim India Midcap Opportunities Fund |
-1.57
|
-3.96
|
-6.34
|
-8.83
|
-9.05
|
0.48
|
11.56
|
16.39
|
19.42
|
15.53
|
|
| Axis Midcap Fund |
-1.31
|
-3.26
|
-5.87
|
-6.47
|
-6.33
|
3.14
|
18.04
|
16.36
|
17.60
|
16.51
|
|
| Nifty Midcap 150 Total Return Index |
-1.72
|
-4.39
|
-6.01
|
-4.15
|
-4.03
|
5.41
|
22.01
|
21.98
|
20.06
|
18.66
|
16.37
|
As On: 23 January 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-1.48
|
-4.05
|
-5.77
|
-4.71
|
-4.84
|
5.39
|
20.45
|
19.67
|
16.68
|
15.07
|
|
| Baroda BNP Paribas Mid Cap Fund |
-1.32
|
-3.01
|
-4.46
|
-1.70
|
-0.76
|
6.13
|
21.03
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-1.89
|
-4.26
|
-5.68
|
-6.61
|
-5.73
|
7.28
|
20.80
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-1.47
|
-3.94
|
-5.80
|
-4.46
|
-1.38
|
9.39
|
25.66
|
|
|
|
|
| Dsp Midcap Fund |
-1.41
|
-4.16
|
-5.24
|
-4.33
|
-3.47
|
4.16
|
19.39
|
15.60
|
16.78
|
16.27
|
|
| Edelweiss Mid Cap Fund |
-1.41
|
-3.30
|
-5.07
|
-3.12
|
-1.96
|
6.99
|
26.32
|
24.82
|
23.51
|
|
|
| Franklin India Prima Fund |
-1.43
|
-4.03
|
-6.18
|
-5.00
|
-6.00
|
2.84
|
21.37
|
18.77
|
17.29
|
16.42
|
|
| Hdfc Mid Cap Opportunities Fund |
-1.45
|
-2.78
|
-3.37
|
-1.41
|
-0.25
|
9.97
|
24.99
|
25.05
|
21.77
|
19.71
|
|
| HSBC Mid Cap Fund |
-1.54
|
-3.28
|
-6.05
|
-4.64
|
-2.66
|
6.38
|
24.03
|
|
|
|
|
| Icici Prudential Midcap Fund |
-1.16
|
-4.36
|
-5.44
|
-2.66
|
-2.11
|
11.52
|
22.05
|
21.96
|
19.31
|
17.65
|
|
| Invesco India Midcap Fund |
-1.87
|
-4.89
|
-7.87
|
-8.51
|
-7.22
|
8.46
|
25.98
|
23.01
|
21.83
|
19.80
|
|
| ITI MID Cap Fund |
-1.46
|
-3.41
|
-4.85
|
-2.27
|
-0.68
|
6.78
|
24.73
|
|
|
|
|
| JM Midcap Fund |
-1.87
|
-4.44
|
-7.23
|
-9.85
|
-8.66
|
-1.38
|
23.54
|
|
|
|
|
| Kotak Emerging Equity Fund |
-1.32
|
-4.30
|
-6.51
|
-7.06
|
-6.18
|
3.64
|
20.80
|
21.69
|
21.17
|
19.55
|
|
| LIC MF Midcap Fund |
-1.52
|
-4.92
|
-7.84
|
-7.80
|
-8.37
|
-2.89
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-1.52
|
-3.96
|
-3.71
|
-3.04
|
-2.84
|
4.44
|
24.47
|
24.07
|
21.86
|
|
|
| Mirae Asset Midcap Fund |
-1.50
|
-4.50
|
-5.49
|
-4.54
|
-2.22
|
9.91
|
19.88
|
20.94
|
|
|
|
| Motilal Oswal Midcap Fund |
-2.37
|
-6.07
|
-8.86
|
-11.68
|
-11.59
|
-6.50
|
23.21
|
26.60
|
22.85
|
18.41
|
|
| Quant Mid Cap Fund |
-1.52
|
-4.46
|
-9.99
|
-9.77
|
-12.61
|
-10.51
|
12.67
|
21.49
|
21.12
|
17.16
|
|
| Nippon India Growth Fund |
-1.58
|
-3.82
|
-4.61
|
-4.73
|
-3.56
|
6.55
|
24.21
|
23.79
|
22.03
|
19.41
|
|
| Sbi Magnum Midcap Fund |
-1.68
|
-3.97
|
-4.67
|
-3.45
|
-6.30
|
-0.73
|
17.06
|
19.74
|
19.02
|
15.69
|
|
| Sundaram Mid Cap Fund |
-1.45
|
-3.43
|
-5.86
|
-4.61
|
-2.27
|
7.20
|
23.78
|
21.58
|
18.21
|
16.37
|
|
| Tata Mid Cap Growth Fund |
-1.56
|
-3.81
|
-5.05
|
-1.96
|
-1.57
|
7.32
|
22.23
|
20.59
|
20.27
|
17.64
|
|
| Taurus Mid Cap Fund |
-2.09
|
-4.48
|
-7.04
|
-8.90
|
-9.46
|
-0.57
|
14.17
|
15.91
|
15.80
|
15.55
|
|
| union midcap fund |
-1.42
|
-3.50
|
-5.78
|
-5.31
|
-3.31
|
7.50
|
20.75
|
21.15
|
|
|
|
| Uti Mid Cap Fund |
-1.60
|
-3.66
|
-5.53
|
-5.71
|
-5.76
|
0.97
|
16.65
|
17.33
|
17.74
|
15.63
|
|
| Pgim India Midcap Opportunities Fund |
-1.57
|
-3.92
|
-6.25
|
-8.55
|
-8.48
|
1.73
|
12.98
|
18.09
|
21.23
|
17.20
|
|
| Axis Midcap Fund |
-1.30
|
-3.24
|
-5.78
|
-6.24
|
-5.86
|
4.18
|
19.28
|
17.70
|
19.03
|
17.89
|
|
| Nifty Midcap 150 Total Return Index |
-1.72
|
-4.39
|
-6.01
|
-4.15
|
-4.03
|
5.41
|
22.01
|
21.98
|
20.06
|
18.66
|
16.37
|
As On: 23 January 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-0.74
|
11.39
|
13.57
|
17.10
|
14.57
|
15.05
|
| Baroda BNP Paribas Mid Cap Fund |
2.84
|
12.48
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-1.26
|
11.64
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
4.03
|
16.78
|
|
|
|
|
| Dsp Midcap Fund |
0.24
|
11.40
|
12.29
|
15.09
|
14.28
|
15.80
|
| Edelweiss Mid Cap Fund |
2.78
|
17.10
|
18.76
|
22.60
|
|
|
| Franklin India Prima Fund |
-2.98
|
12.60
|
14.85
|
17.57
|
15.57
|
16.80
|
| Hdfc Mid Cap Opportunities Fund |
7.77
|
17.10
|
20.21
|
23.09
|
19.71
|
19.53
|
| HSBC Mid Cap Fund |
2.42
|
14.84
|
|
|
|
|
| Icici Prudential Midcap Fund |
6.85
|
16.28
|
17.10
|
20.20
|
17.44
|
17.56
|
| Invesco India Midcap Fund |
-1.35
|
17.38
|
18.65
|
21.40
|
19.16
|
19.03
|
| ITI MID Cap Fund |
3.77
|
14.60
|
|
|
|
|
| JM Midcap Fund |
-9.41
|
9.88
|
|
|
|
|
| Kotak Emerging Equity Fund |
-2.25
|
12.25
|
15.09
|
19.57
|
17.88
|
18.77
|
| LIC MF Midcap Fund |
-8.50
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
1.02
|
13.54
|
16.76
|
20.56
|
|
|
| Mirae Asset Midcap Fund |
5.08
|
12.86
|
14.77
|
|
|
|
| Motilal Oswal Midcap Fund |
-14.53
|
10.88
|
18.23
|
22.25
|
19.02
|
|
| Quant Mid Cap Fund |
-17.72
|
1.08
|
9.82
|
17.92
|
17.17
|
15.38
|
| Nippon India Growth Fund |
0.93
|
15.02
|
18.27
|
22.03
|
19.58
|
18.05
|
| Sbi Magnum Midcap Fund |
-4.63
|
7.37
|
11.80
|
17.72
|
15.60
|
16.76
|
| Sundaram Mid Cap Fund |
2.06
|
15.24
|
17.38
|
19.55
|
16.31
|
16.80
|
| Tata Mid Cap Growth Fund |
4.07
|
12.65
|
15.05
|
18.62
|
17.04
|
17.60
|
| Taurus Mid Cap Fund |
-7.87
|
4.70
|
9.72
|
14.37
|
14.03
|
15.32
|
| union midcap fund |
0.61
|
11.68
|
13.98
|
|
|
|
| Uti Mid Cap Fund |
-3.10
|
8.25
|
11.23
|
16.30
|
14.80
|
16.35
|
| Pgim India Midcap Opportunities Fund |
-7.79
|
5.93
|
8.97
|
17.01
|
16.09
|
|
| Axis Midcap Fund |
-3.41
|
10.50
|
12.21
|
16.15
|
16.39
|
|
As On: 23 January 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
0.12
|
12.38
|
14.57
|
18.15
|
15.57
|
|
| Baroda BNP Paribas Mid Cap Fund |
4.36
|
14.19
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
0.00
|
13.20
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
5.52
|
18.62
|
|
|
|
|
| Dsp Midcap Fund |
1.22
|
12.51
|
13.38
|
16.23
|
15.36
|
|
| Edelweiss Mid Cap Fund |
4.15
|
18.76
|
20.47
|
24.42
|
|
|
| Franklin India Prima Fund |
-2.18
|
13.56
|
15.82
|
18.56
|
16.54
|
|
| Hdfc Mid Cap Opportunities Fund |
8.47
|
17.89
|
21.03
|
23.93
|
20.55
|
|
| HSBC Mid Cap Fund |
3.53
|
16.13
|
|
|
|
|
| Icici Prudential Midcap Fund |
7.74
|
17.28
|
18.13
|
21.28
|
18.49
|
|
| Invesco India Midcap Fund |
-0.13
|
18.91
|
20.21
|
23.05
|
20.81
|
|
| ITI MID Cap Fund |
5.49
|
16.70
|
|
|
|
|
| JM Midcap Fund |
-7.94
|
11.88
|
|
|
|
|
| Kotak Emerging Equity Fund |
-1.22
|
13.50
|
16.42
|
21.01
|
19.28
|
|
| LIC MF Midcap Fund |
-7.47
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
2.47
|
15.28
|
18.60
|
22.51
|
|
|
| Mirae Asset Midcap Fund |
6.26
|
14.15
|
16.11
|
|
|
|
| Motilal Oswal Midcap Fund |
-13.77
|
12.06
|
19.55
|
23.65
|
20.34
|
|
| Quant Mid Cap Fund |
-16.81
|
2.31
|
11.51
|
19.92
|
18.86
|
|
| Nippon India Growth Fund |
1.79
|
16.01
|
19.26
|
23.03
|
20.48
|
|
| Sbi Magnum Midcap Fund |
-3.83
|
8.34
|
12.81
|
18.81
|
16.64
|
|
| Sundaram Mid Cap Fund |
2.93
|
16.26
|
18.41
|
20.58
|
17.24
|
|
| Tata Mid Cap Growth Fund |
5.38
|
14.08
|
16.50
|
20.14
|
18.44
|
|
| Taurus Mid Cap Fund |
-7.45
|
5.16
|
10.17
|
14.84
|
14.49
|
|
| union midcap fund |
2.04
|
13.36
|
15.70
|
|
|
|
| Uti Mid Cap Fund |
-2.25
|
9.26
|
12.28
|
17.43
|
15.85
|
|
| Pgim India Midcap Opportunities Fund |
-6.60
|
7.34
|
10.51
|
18.86
|
17.86
|
|
| Axis Midcap Fund |
-2.40
|
11.71
|
13.47
|
17.55
|
17.79
|
|
Calculated On: 31 December 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund | -21.96 | -21.92 | -7.54 | 15.32 | 11.06 |
| Baroda Bnp Paribas Mid Cap Fund | -18.53 | -18.70 | -6.46 | 13.44 | 10.25 |
| Canara Robeco Mid Cap Fund | -23.49 | -21.08 | -6.92 | 14.78 | 10.87 |
| Whiteoak Capital Mid Cap Fund | -16.91 | -17.09 | -4.90 | 15.28 | 11.41 |
| Dsp Midcap Fund | -21.71 | -21.23 | -8.17 | 16.03 | 11.61 |
| Edelweiss Mid Cap Fund | -17.82 | -18.50 | -5.96 | 15.45 | 11.65 |
| Franklin India Prima Fund | -18.06 | -18.04 | -6.29 | 14.65 | 10.73 |
| Hdfc Mid Cap Opportunities Fund | -16.36 | -16.42 | -3.92 | 13.88 | 10.41 |
| Hsbc Mid Cap Fund | -20.75 | -23.55 | -8.12 | 16.82 | 13.44 |
| Icici Prudential Midcap Fund | -20.49 | -20.27 | -7.41 | 16.17 | 11.77 |
| Invesco India Midcap Fund | -22.34 | -18.13 | -6.15 | 16.20 | 12.28 |
| Iti Mid Cap Fund | -23.43 | -22.74 | -10.02 | 16.24 | 12.20 |
| Jm Midcap Fund | -20.32 | -21.92 | -7.20 | 16.79 | 12.07 |
| Kotak Emerging Equity Fund | -19.24 | -20.37 | -4.85 | 15.07 | 11.40 |
| Mahindra Manulife Mid Cap Fund | -22.26 | -20.91 | -8.95 | 15.26 | 11.50 |
| Mirae Asset Midcap Fund | -24.10 | -22.60 | -7.16 | 15.81 | 11.94 |
| Motilal Oswal Midcap Fund | -18.17 | -21.21 | -7.25 | 17.89 | 13.57 |
| Quant Mid Cap Fund | -19.88 | -25.01 | -12.38 | 17.17 | 12.51 |
| Nippon India Growth Fund | -19.98 | -19.54 | -5.60 | 15.45 | 11.32 |
| Sbi Magnum Midcap Fund | -14.75 | -17.51 | -6.02 | 13.01 | 9.76 |
| Sundaram Mid Cap Fund | -20.80 | -20.37 | -7.10 | 15.04 | 11.50 |
| Tata Mid Cap Growth Fund | -19.52 | -21.02 | -6.88 | 14.47 | 10.82 |
| Taurus Mid Cap Fund | -20.00 | -24.07 | -7.81 | 16.56 | 11.87 |
| Union Midcap Fund | -24.10 | -20.51 | -5.90 | 15.37 | 11.71 |
| Uti Mid Cap Fund | -22.97 | -22.63 | -8.16 | 15.55 | 11.62 |
| Pgim India Midcap Opportunities Fund | -23.34 | -18.56 | -8.83 | 13.70 | 9.88 |
| Axis Midcap Fund | -23.22 | -19.21 | -8.55 | 14.11 | 10.67 |
Calculated On: 31 December 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
0.95
|
0.48
|
0.66
|
0.39
|
-1.17
|
0.92 |
0.91
|
0.16
|
1.73
|
-3.6000
|
| Baroda Bnp Paribas Mid Cap Fund |
1.03
|
0.48
|
0.71
|
0.43
|
0.07
|
0.84 |
0.95
|
0.17
|
1.82
|
-3.5800
|
| Canara Robeco Mid Cap Fund |
0.95
|
0.46
|
0.66
|
0.44
|
-1.04
|
0.89 |
0.89
|
0.16
|
1.72
|
-3.9400
|
| Whiteoak Capital Mid Cap Fund |
1.24
|
0.61
|
0.94
|
0.42
|
3.13
|
0.93 |
0.91
|
0.20
|
2.05
|
2.5100
|
| Dsp Midcap Fund |
0.84
|
0.42
|
0.63
|
0.42
|
-3.34
|
0.96 |
0.90
|
0.14
|
1.60
|
-4.1300
|
| Edelweiss Mid Cap Fund |
1.23
|
0.58
|
0.90
|
0.43
|
3.92
|
0.90 |
0.91
|
0.21
|
2.04
|
0.4400
|
| Franklin India Prima Fund |
1.07
|
0.53
|
0.79
|
0.42
|
0.57
|
0.90 |
0.93
|
0.17
|
1.86
|
-1.9700
|
| Hdfc Mid Cap Opportunities Fund |
1.34
|
0.67
|
0.96
|
0.40
|
4.41
|
0.87 |
0.95
|
0.22
|
2.17
|
1.6400
|
| Hsbc Mid Cap Fund |
1.06
|
0.45
|
0.73
|
0.45
|
|
|
|
|
|
|
| Icici Prudential Midcap Fund |
1.02
|
0.51
|
0.76
|
0.44
|
-0.81
|
0.99 |
0.91
|
0.17
|
1.80
|
-1.5300
|
| Invesco India Midcap Fund |
1.22
|
0.58
|
0.94
|
0.43
|
3.48
|
0.96 |
0.86
|
0.21
|
2.04
|
1.8800
|
| Iti Mid Cap Fund |
1.08
|
0.52
|
0.74
|
0.43
|
0.53
|
0.98 |
0.93
|
0.18
|
1.88
|
-0.4900
|
| Jm Midcap Fund |
1.03
|
0.53
|
0.75
|
0.42
|
-0.07
|
1.00 |
0.86
|
0.17
|
1.82
|
-0.3200
|
| Kotak Emerging Equity Fund |
0.98
|
0.46
|
0.70
|
0.44
|
0.22
|
0.87 |
0.85
|
0.17
|
1.76
|
-3.3300
|
| Mahindra Manulife Mid Cap Fund |
1.15
|
0.55
|
0.78
|
0.39
|
1.29
|
0.95 |
0.96
|
0.18
|
1.95
|
-0.4600
|
| Mirae Asset Midcap Fund |
0.88
|
0.42
|
0.62
|
0.39
|
-3.16
|
0.98 |
0.96
|
0.14
|
1.65
|
-3.2400
|
| Motilal Oswal Midcap Fund |
1.02
|
0.48
|
0.80
|
0.48
|
2.07
|
0.95 |
0.66
|
0.19
|
1.81
|
0.7500
|
| Quant Mid Cap Fund |
0.48
|
0.24
|
0.41
|
0.41
|
-9.33
|
0.98 |
0.82
|
0.08
|
1.18
|
-11.2800
|
| Nippon India Growth Fund |
1.17
|
0.59
|
0.84
|
0.41
|
1.67
|
0.96 |
0.96
|
0.19
|
1.98
|
-0.1100
|
| Sbi Magnum Midcap Fund |
0.87
|
0.41
|
0.64
|
0.44
|
-0.70
|
0.76 |
0.89
|
0.15
|
1.63
|
-6.4300
|
| Sundaram Mid Cap Fund |
1.18
|
0.55
|
0.80
|
0.43
|
2.03
|
0.93 |
0.95
|
0.19
|
1.99
|
-0.2900
|
| Tata Mid Cap Growth Fund |
1.07
|
0.52
|
0.71
|
0.43
|
0.58
|
0.89 |
0.94
|
0.17
|
1.87
|
-2.5300
|
| Taurus Mid Cap Fund |
0.56
|
0.29
|
0.45
|
0.40
|
-8.52
|
1.00 |
0.90
|
0.09
|
1.27
|
-8.3600
|
| Union Midcap Fund |
0.89
|
0.41
|
0.66
|
0.41
|
-1.79
|
0.91 |
0.89
|
0.15
|
1.66
|
-4.6400
|
| Uti Mid Cap Fund |
0.70
|
0.33
|
0.52
|
0.43
|
-5.94
|
0.96 |
0.93
|
0.11
|
1.43
|
-6.9000
|
| Pgim India Midcap Opportunities Fund |
0.52
|
0.26
|
0.46
|
0.43
|
-5.79
|
0.79 |
0.83
|
0.09
|
1.21
|
-11.3000
|
| Axis Midcap Fund |
0.92
|
0.43
|
0.66
|
0.40
|
-0.53
|
0.82 |
0.84
|
0.16
|
1.69
|
-6.9100
|