Hdfc Mid Cap Opportunities Fund is the top ranked fund in the Mid Cap Fund category. The category has total 23 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 5.58% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.64. Read Full Review
Edelweiss Mid Cap Fund is the second ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Edelweiss Mid Cap Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 2.07% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.83 which is higher than the category average of 0.64. Read Full Review
Invesco India Midcap Fund is the third ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Invesco India Midcap Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 2.11% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.81 which is higher than the category average of 0.64. Read Full Review
Motilal Oswal Midcap Fund is the 4th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Motilal Oswal Midcap Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 8.89% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Nippon India Growth Fund is the 5th ranked fund. The category has total 23 funds. The Nippon India Growth Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 2.75% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.88 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Franklin India Prima Fund is the 6th ranked fund. The category has total 23 funds. The 4 star rating shows a very good past performance of the Franklin India Prima Fund in Mid Cap Fund. The fund has a Jensen Alpha of 1.28% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.78 which is higher than the category average of 0.64. Read Full Review
Sundaram Mid Cap Fund is the 7th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Sundaram Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 1.05% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Kotak Emerging Equity Fund is the 8th ranked fund. The category has total 23 funds. The Kotak Emerging Equity Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.71% which is lower than the category average of -0.89%, showing poor performance. The fund has a Sharpe Ratio of 0.64 which is lower than the category average of 0.64. Read Full Review
Mahindra Manulife Mid Cap Fund is the 9th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Mahindra Manulife Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.09% which is lower than the category average of -0.89%, showing poor performance. The fund has a Sharpe Ratio of 0.73 which is higher than the category average of 0.64. Read Full Review
Sbi Magnum Midcap Fund is the 10th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The 4 star rating shows a very good past performance of the Sbi Magnum Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 0.77% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.64. Read Full Review
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
0.37% | 20.66% | 33.17% | 15.80% | 15.71% | 1.01% | 21.47% | 34.08% | 16.65% | 16.64% | 15.54% | -16.42% | -19.04% | 5.58% | 0.88 | 0.53 | 1.04 | |
| 2 | |
5.05% | 18.25% | 32.47% | 16.04% | % | 6.47% | 19.97% | 34.43% | 17.77% | % | 17.01% | -18.50% | -20.99% | 2.07% | 0.95 | 0.42 | 0.83 | |
| 3 | |
7.83% | 17.97% | 29.44% | 16.71% | 14.86% | 9.16% | 19.51% | 31.22% | 18.38% | 16.64% | 17.03% | -18.13% | -22.34% | 2.11% | 0.93 | 0.39 | 0.81 | |
| 4 | |
6.35% | 23.27% | 35.60% | 18.76% | 15.74% | 7.44% | 24.63% | 37.17% | 20.14% | 17.14% | 18.75% | -21.21% | -22.01% | 8.89% | 0.90 | 0.49 | 1.04 | |
| 5 | |
2.90% | 19.03% | 32.78% | 17.45% | 15.55% | 3.73% | 19.99% | 33.81% | 18.32% | 16.41% | 16.69% | -19.54% | -20.94% | 2.75% | 0.95 | 0.45 | 0.88 | |
| 6 | |
5.17% | 17.42% | 27.85% | 13.32% | 13.31% | 6.01% | 18.40% | 28.90% | 14.30% | 14.36% | 16.46% | -18.04% | -21.77% | 1.28% | 0.93 | 0.40 | 0.78 | |
| 7 | |
2.80% | 17.95% | 28.91% | 12.34% | 13.04% | 3.67% | 18.97% | 30.00% | 13.28% | 13.86% | 16.92% | -20.37% | -21.96% | 1.05% | 0.96 | 0.39 | 0.79 | |
| 8 | |
2.57% | 14.42% | 30.08% | 15.27% | 15.21% | 3.66% | 15.73% | 31.63% | 16.66% | 16.68% | 16.45% | -20.37% | -21.36% | -0.71% | 0.90 | 0.31 | 0.64 | |
| 9 | |
-0.35% | 16.94% | 29.67% | 16.39% | % | 1.10% | 18.77% | 31.76% | 18.34% | % | 17.14% | -20.91% | -22.26% | -0.09% | 0.98 | 0.37 | 0.73 | |
| 10 | |
0.17% | 14.52% | 31.65% | 14.39% | 13.53% | 1.04% | 15.52% | 32.82% | 15.42% | 14.64% | 14.34% | -17.51% | -17.43% | 0.77% | 0.78 | 0.34 | 0.68 |
Return Calculated On: 07 April 2025 | Ratios Calculated On: 28 March 2025
As On: 07 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-3.86
|
-6.60
|
-2.01
|
-13.63
|
-17.01
|
-0.84
|
12.03
|
27.72
|
11.28
|
11.79
|
12.77
|
| Baroda BNP Paribas Mid Cap Fund |
-3.09
|
-5.50
|
-2.49
|
-14.35
|
-15.16
|
-0.72
|
13.62
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-3.46
|
-6.32
|
-2.59
|
-15.52
|
-17.07
|
-2.18
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-3.61
|
-6.76
|
-3.74
|
-17.68
|
-13.61
|
2.82
|
|
|
|
|
|
| Dsp Midcap Fund |
-3.44
|
-7.32
|
-2.89
|
-17.51
|
-17.90
|
-0.13
|
11.23
|
22.02
|
11.46
|
12.61
|
14.56
|
| Edelweiss Mid Cap Fund |
-3.71
|
-6.46
|
-1.46
|
-16.30
|
-13.76
|
5.05
|
18.25
|
32.47
|
16.04
|
|
|
| Franklin India Prima Fund |
-3.41
|
-5.70
|
-1.10
|
-14.04
|
-12.71
|
5.17
|
17.42
|
27.85
|
13.32
|
13.31
|
15.73
|
| Hdfc Mid Cap Opportunities Fund |
-3.07
|
-6.13
|
-2.35
|
-13.67
|
-12.63
|
0.37
|
20.66
|
33.17
|
15.80
|
15.71
|
18.05
|
| Icici Prudential Midcap Fund |
-4.04
|
-8.06
|
-4.57
|
-15.32
|
-17.24
|
-4.39
|
13.63
|
29.76
|
12.80
|
12.74
|
14.04
|
| Invesco India Midcap Fund |
-4.47
|
-6.44
|
-1.58
|
-16.91
|
-12.86
|
7.83
|
17.97
|
29.44
|
16.71
|
14.86
|
17.35
|
As On: 07 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-3.85
|
-6.58
|
-1.95
|
-13.46
|
-16.67
|
-0.01
|
13.00
|
28.86
|
12.26
|
12.78
|
|
| Baroda BNP Paribas Mid Cap Fund |
-3.08
|
-5.46
|
-2.37
|
-14.05
|
-14.55
|
0.74
|
15.33
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-3.48
|
-6.30
|
-2.50
|
-15.23
|
-16.50
|
-0.83
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-3.60
|
-6.72
|
-3.63
|
-17.40
|
-12.98
|
4.39
|
|
|
|
|
|
| Dsp Midcap Fund |
-3.43
|
-7.30
|
-2.81
|
-17.32
|
-17.52
|
0.80
|
12.29
|
23.20
|
12.51
|
13.62
|
|
| Edelweiss Mid Cap Fund |
-3.70
|
-6.42
|
-1.35
|
-16.02
|
-13.18
|
6.47
|
19.97
|
34.43
|
17.77
|
|
|
| Franklin India Prima Fund |
-3.40
|
-5.69
|
-1.03
|
-13.87
|
-12.37
|
6.01
|
18.40
|
28.90
|
14.30
|
14.36
|
|
| Hdfc Mid Cap Opportunities Fund |
-3.06
|
-6.12
|
-2.30
|
-13.55
|
-12.36
|
1.01
|
21.47
|
34.08
|
16.65
|
16.64
|
|
| Icici Prudential Midcap Fund |
-4.04
|
-8.04
|
-4.52
|
-15.16
|
-16.92
|
-3.60
|
14.63
|
30.92
|
13.85
|
13.81
|
|
| Invesco India Midcap Fund |
-4.46
|
-6.42
|
-1.49
|
-16.67
|
-12.34
|
9.16
|
19.51
|
31.22
|
18.38
|
16.64
|
|
As On: 07 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-18.80
|
11.72
|
17.10
|
15.59
|
13.54
|
14.31
|
| Baroda BNP Paribas Mid Cap Fund |
-18.69
|
12.62
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-21.44
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-17.19
|
|
|
|
|
|
| Dsp Midcap Fund |
-22.37
|
9.58
|
12.66
|
13.11
|
13.02
|
14.87
|
| Edelweiss Mid Cap Fund |
-15.30
|
17.80
|
22.24
|
20.96
|
|
|
| Franklin India Prima Fund |
-14.64
|
16.52
|
18.96
|
17.07
|
15.22
|
16.58
|
| Hdfc Mid Cap Opportunities Fund |
-16.19
|
17.26
|
22.78
|
20.69
|
18.07
|
18.55
|
| Icici Prudential Midcap Fund |
-23.61
|
11.59
|
17.62
|
16.58
|
14.91
|
15.84
|
| Invesco India Midcap Fund |
-13.02
|
18.38
|
20.92
|
19.73
|
17.77
|
18.17
|
As On: 07 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-18.11
|
12.72
|
18.18
|
16.62
|
14.53
|
|
| Baroda BNP Paribas Mid Cap Fund |
-17.45
|
14.38
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-20.32
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-15.88
|
|
|
|
|
|
| Dsp Midcap Fund |
-21.61
|
10.68
|
13.80
|
14.21
|
14.08
|
|
| Edelweiss Mid Cap Fund |
-14.10
|
19.54
|
24.10
|
22.75
|
|
|
| Franklin India Prima Fund |
-13.93
|
17.54
|
19.98
|
18.03
|
16.20
|
|
| Hdfc Mid Cap Opportunities Fund |
-15.64
|
18.08
|
23.65
|
21.51
|
18.93
|
|
| Icici Prudential Midcap Fund |
-22.98
|
12.59
|
18.73
|
17.64
|
15.96
|
|
| Pgim India Midcap Opportunities Fund |
-15.71
|
8.28
|
16.87
|
19.53
|
17.69
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund | -21.96 | -21.92 | -8.80 | 16.68 | 11.64 |
| Baroda Bnp Paribas Mid Cap Fund | -23.17 | -18.70 | -6.39 | 15.09 | 11.16 |
| Dsp Midcap Fund | -21.71 | -21.23 | -9.13 | 17.54 | 12.25 |
| Edelweiss Mid Cap Fund | -20.99 | -18.50 | -6.33 | 17.01 | 12.25 |
| Franklin India Prima Fund | -21.77 | -18.04 | -7.51 | 16.46 | 11.63 |
| Hdfc Mid Cap Opportunities Fund | -19.04 | -16.42 | -4.77 | 15.54 | 11.29 |
| Icici Prudential Midcap Fund | -20.49 | -20.27 | -6.98 | 16.60 | 11.70 |
| Invesco India Midcap Fund | -22.34 | -18.13 | -7.32 | 17.03 | 12.65 |
| Iti Mid Cap Fund | -23.43 | -22.74 | -7.91 | 17.13 | 12.31 |
| Kotak Emerging Equity Fund | -21.36 | -20.37 | -6.21 | 16.45 | 12.07 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
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 |
0.49
|
0.26
|
0.48
|
0.37
|
-3.68
|
0.93 |
0.92
|
0.09
|
1.34
|
-5.1700
|
| Baroda Bnp Paribas Mid Cap Fund |
0.61
|
0.30
|
0.57
|
0.40
|
-0.99
|
0.85 |
0.94
|
0.11
|
1.49
|
-4.0300
|
| Dsp Midcap Fund |
0.43
|
0.23
|
0.47
|
0.40
|
-5.39
|
0.98 |
0.93
|
0.08
|
1.26
|
-5.8600
|
| Edelweiss Mid Cap Fund |
0.83
|
0.42
|
0.76
|
0.42
|
2.07
|
0.95 |
0.93
|
0.15
|
1.78
|
1.0800
|
| Franklin India Prima Fund |
0.78
|
0.40
|
0.73
|
0.42
|
1.28
|
0.93 |
0.95
|
0.14
|
1.72
|
-0.2000
|
| Hdfc Mid Cap Opportunities Fund |
1.04
|
0.53
|
0.90
|
0.42
|
5.58
|
0.88 |
0.96
|
0.18
|
2.04
|
3.2200
|
| Icici Prudential Midcap Fund |
0.61
|
0.32
|
0.58
|
0.43
|
-1.43
|
0.92 |
0.92
|
0.11
|
1.50
|
-3.0400
|
| Invesco India Midcap Fund |
0.81
|
0.39
|
0.75
|
0.42
|
2.11
|
0.93 |
0.89
|
0.15
|
1.75
|
0.6900
|
| Iti Mid Cap Fund |
0.80
|
0.41
|
0.65
|
0.41
|
1.56
|
0.96 |
0.94
|
0.14
|
1.75
|
0.7300
|
| Kotak Emerging Equity Fund |
0.64
|
0.31
|
0.59
|
0.43
|
-0.71
|
0.90 |
0.90
|
0.12
|
1.54
|
-2.6200
|