Full review at the fund page (link in the table below.)
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 | |
25.20% | 28.93% | 26.44% | 20.56% | 17.12% | 26.53% | 30.37% | 27.91% | 21.98% | 18.53% | 18.35% | -14.58% | -19.29% | 8.97% | 0.92 | 0.52 | 1.09 | |
2 | |
15.87% | 22.57% | 24.57% | 16.66% | % | 17.46% | 24.36% | 26.42% | 18.40% | % | 15.74% | -11.62% | -18.96% | 2.89% | 0.92 | 0.47 | 0.91 | |
3 | |
10.73% | 24.72% | 24.83% | 16.77% | 16.60% | 11.45% | 25.57% | 25.69% | 17.64% | 17.55% | 14.74% | -10.27% | -18.39% | 5.82% | 0.88 | 0.58 | 1.10 | |
4 | |
12.60% | 21.67% | 19.31% | 12.82% | 13.67% | 13.55% | 22.72% | 20.33% | 13.75% | 14.50% | 15.34% | -11.23% | -18.98% | 2.60% | 0.91 | 0.47 | 0.90 | |
5 | |
16.72% | 19.40% | 21.83% | 16.50% | 16.48% | 17.98% | 20.78% | 23.31% | 17.91% | 17.97% | 14.68% | -10.28% | -18.60% | 1.46% | 0.84 | 0.39 | 0.78 | |
6 | |
10.84% | 22.49% | 23.80% | 17.51% | 15.94% | 11.73% | 23.48% | 24.76% | 18.38% | 16.80% | 15.56% | -11.37% | -19.43% | 2.78% | 0.93 | 0.48 | 0.92 | |
7 | |
17.84% | 21.34% | 22.39% | 17.27% | 15.68% | 19.31% | 22.95% | 24.07% | 18.97% | 17.49% | 16.36% | -14.02% | -21.17% | 0.91% | 0.94 | 0.38 | 0.78 | |
8 | |
15.10% | 20.62% | 19.82% | 13.92% | 13.87% | 16.02% | 21.63% | 20.81% | 14.90% | 14.94% | 15.45% | -13.84% | -21.06% | 0.82% | 0.91 | 0.41 | 0.78 | |
9 | |
9.86% | 17.40% | 22.62% | 14.79% | 14.56% | 10.83% | 18.44% | 23.72% | 15.84% | 15.68% | 13.32% | -9.22% | -17.43% | 0.98% | 0.76 | 0.37 | 0.70 | |
10 | |
8.49% | 21.00% | % | % | % | 10.43% | 23.41% | % | % | % | 15.54% | -13.13% | -23.43% | 1.73% | 0.91 | 0.44 | 0.84 | |
11 | |
8.72% | 20.75% | 22.69% | 17.09% | % | 10.32% | 22.65% | 24.67% | 19.06% | % | 16.50% | -13.89% | -22.26% | -0.44% | 0.99 | 0.38 | 0.75 | |
12 | |
10.03% | 18.68% | 21.45% | 13.62% | 13.69% | 10.97% | 19.74% | 22.55% | 14.70% | 14.78% | 16.05% | -11.52% | -20.49% | -1.77% | 0.93 | 0.33 | 0.63 | |
13 | |
7.58% | 18.35% | 20.08% | 15.16% | 14.25% | 8.88% | 19.78% | 21.56% | 16.56% | 15.48% | 14.75% | -11.88% | -19.52% | -0.41% | 0.88 | 0.37 | 0.70 | |
14 | |
13.86% | 15.35% | 18.39% | 17.07% | 14.61% | 15.05% | 16.65% | 19.83% | 18.50% | 15.98% | 14.91% | -13.01% | -18.88% | -2.95% | 0.84 | 0.25 | 0.48 | |
15 | |
-1.07% | 20.25% | 28.05% | 19.83% | 16.60% | 0.05% | 22.15% | 30.28% | 21.63% | 17.83% | 17.55% | -14.64% | -21.78% | 1.01% | 0.95 | 0.40 | 0.74 | |
16 | |
8.75% | 15.41% | 18.76% | 11.61% | 12.49% | 9.66% | 16.42% | 19.82% | 12.60% | 13.49% | 15.68% | -14.41% | -21.64% | -4.34% | 0.91 | 0.25 | 0.47 | |
17 | |
9.83% | 14.55% | 16.03% | 12.58% | 13.45% | 10.85% | 15.65% | 17.14% | 13.63% | 14.46% | 16.41% | -15.45% | -21.38% | -6.04% | 0.96 | 0.22 | 0.40 | |
18 | |
8.19% | 16.18% | % | % | % | 9.80% | 17.94% | % | % | % | 15.81% | -12.75% | -21.98% | -3.49% | 0.91 | 0.25 | 0.51 | |
19 | |
7.07% | 14.37% | 19.86% | 13.00% | 13.04% | 8.03% | 15.45% | 20.99% | 14.04% | 14.08% | 15.23% | -12.84% | -22.19% | -4.35% | 0.90 | 0.24 | 0.46 | |
20 | |
3.24% | 15.66% | 21.34% | % | % | 4.37% | 16.98% | 22.92% | % | % | 15.81% | -13.62% | -21.80% | -4.14% | 0.94 | 0.27 | 0.51 | |
21 | |
-1.77% | 15.75% | 17.85% | 13.01% | 13.45% | -1.37% | 16.16% | 18.28% | 13.46% | 13.96% | 17.26% | -14.39% | -23.89% | -5.23% | 0.99 | 0.25 | 0.46 | |
22 | |
7.71% | 11.26% | 23.37% | 16.33% | 13.93% | 9.05% | 12.79% | 25.31% | 18.17% | 15.49% | 14.80% | -13.01% | -23.34% | -7.23% | 0.84 | 0.13 | 0.21 |
Return Calculated On: 13 February 2025
Ratios Calculated On: 31 January 2025
As On: 13 February 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Midcap Fund |
-0.10
|
-4.36
|
-3.63
|
-8.45
|
-10.32
|
8.75
|
15.41
|
18.76
|
11.61
|
12.49
|
13.73
|
Baroda BNP Paribas Mid Cap Fund |
0.16
|
-4.50
|
-3.91
|
-6.35
|
-9.65
|
9.78
|
|
|
|
|
|
Canara Robeco Mid Cap Fund |
0.00
|
-4.82
|
-4.38
|
-7.30
|
-12.04
|
8.71
|
|
|
|
|
|
Whiteoak Capital Mid Cap Fund |
0.23
|
-4.76
|
-4.91
|
-6.51
|
-5.39
|
11.25
|
|
|
|
|
|
Dsp Midcap Fund |
-0.43
|
-4.75
|
-5.42
|
-8.21
|
-11.25
|
9.83
|
14.55
|
16.03
|
12.58
|
13.45
|
15.70
|
Edelweiss Mid Cap Fund |
0.09
|
-5.01
|
-5.15
|
-7.30
|
-6.86
|
15.87
|
22.57
|
24.57
|
16.66
|
|
|
Franklin India Prima Fund |
0.07
|
-4.71
|
-3.69
|
-6.25
|
-7.39
|
15.10
|
20.62
|
19.82
|
13.92
|
13.87
|
16.83
|
Hdfc Mid Cap Opportunities Fund |
0.17
|
-4.27
|
-3.09
|
-5.29
|
-6.15
|
10.73
|
24.72
|
24.83
|
16.77
|
16.60
|
19.19
|
Icici Prudential Midcap Fund |
0.62
|
-4.40
|
-1.96
|
-6.45
|
-9.51
|
10.03
|
18.68
|
21.45
|
13.62
|
13.69
|
15.32
|
Invesco India Midcap Fund |
0.24
|
-4.93
|
-5.72
|
-6.09
|
-4.43
|
17.84
|
21.34
|
22.39
|
17.27
|
15.68
|
18.46
|
ITI MID Cap Fund |
-0.02
|
-5.01
|
-4.15
|
-7.34
|
-14.13
|
8.49
|
21.00
|
|
|
|
|
JM Midcap Fund |
-0.48
|
-5.33
|
-4.87
|
-7.62
|
-12.01
|
14.55
|
|
|
|
|
|
Kotak Emerging Equity Fund |
-0.01
|
-4.89
|
-5.87
|
-8.63
|
-9.10
|
16.72
|
19.40
|
21.83
|
16.50
|
16.48
|
17.63
|
LIC MF Midcap Fund |
0.35
|
-4.83
|
-5.56
|
-6.68
|
-10.78
|
14.63
|
|
|
|
|
|
Mahindra Manulife Mid Cap Fund |
-0.25
|
-5.02
|
-5.15
|
-8.42
|
-11.72
|
8.72
|
20.75
|
22.69
|
17.09
|
|
|
Mirae Asset Midcap Fund |
0.15
|
-5.53
|
-4.50
|
-8.24
|
-12.74
|
3.24
|
15.66
|
21.34
|
|
|
|
Motilal Oswal Midcap Fund |
-0.06
|
-3.59
|
-7.16
|
-8.10
|
-4.77
|
25.20
|
28.93
|
26.44
|
20.56
|
17.12
|
|
Quant Mid Cap Fund |
0.45
|
-3.77
|
-3.31
|
-6.77
|
-16.20
|
-1.07
|
20.25
|
28.05
|
19.83
|
16.60
|
14.58
|
Nippon India Growth Fund |
-0.13
|
-5.00
|
-4.35
|
-8.12
|
-8.75
|
10.84
|
22.49
|
23.80
|
17.51
|
15.94
|
15.45
|
Sbi Magnum Midcap Fund |
0.02
|
-5.00
|
-3.44
|
-5.60
|
-7.51
|
9.86
|
17.40
|
22.62
|
14.79
|
14.56
|
16.56
|
Sundaram Mid Cap Fund |
0.04
|
-5.06
|
-4.37
|
-7.30
|
-8.02
|
12.60
|
21.67
|
19.31
|
12.82
|
13.67
|
16.07
|
Tata Mid Cap Growth Fund |
0.00
|
-5.10
|
-4.15
|
-8.66
|
-12.01
|
7.58
|
18.35
|
20.08
|
15.16
|
14.25
|
16.57
|
Taurus Mid Cap Fund |
-0.07
|
-5.01
|
-2.27
|
-8.17
|
-14.83
|
-1.77
|
15.75
|
17.85
|
13.01
|
13.45
|
14.54
|
union midcap fund |
0.10
|
-4.33
|
-4.62
|
-7.21
|
-11.07
|
8.19
|
16.18
|
|
|
|
|
Uti Mid Cap Fund |
-0.09
|
-5.34
|
-5.36
|
-9.18
|
-13.09
|
7.07
|
14.37
|
19.86
|
13.00
|
13.04
|
16.28
|
Pgim India Midcap Opportunities Fund |
0.00
|
-4.37
|
-3.27
|
-5.40
|
-7.45
|
7.71
|
11.26
|
23.37
|
16.33
|
13.93
|
|
Axis Midcap Fund |
-0.01
|
-4.32
|
-4.65
|
-6.83
|
-8.50
|
13.86
|
15.35
|
18.39
|
17.07
|
14.61
|
|
Nifty Midcap 150 Total Return Index |
0.16
|
-5.01
|
-3.34
|
-5.98
|
-10.48
|
7.26
|
21.25
|
23.77
|
16.38
|
16.73
|
16.43
|
As On: 13 February 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
union midcap fund |
0.09
|
-4.29
|
-4.50
|
-6.89
|
-10.44
|
9.80
|
17.94
|
|
|
|
|
Aditya Birla Sun Life Midcap Fund |
-0.10
|
-4.34
|
-3.57
|
-8.26
|
-9.95
|
9.66
|
16.42
|
19.82
|
12.60
|
13.49
|
|
Baroda BNP Paribas Mid Cap Fund |
0.16
|
-4.47
|
-3.79
|
-6.01
|
-8.99
|
11.39
|
|
|
|
|
|
Canara Robeco Mid Cap Fund |
0.00
|
-4.80
|
-4.31
|
-7.03
|
-11.45
|
10.15
|
|
|
|
|
|
Whiteoak Capital Mid Cap Fund |
0.24
|
-4.73
|
-4.79
|
-6.15
|
-4.66
|
12.98
|
|
|
|
|
|
Dsp Midcap Fund |
-0.43
|
-4.73
|
-5.35
|
-8.00
|
-10.84
|
10.85
|
15.65
|
17.14
|
13.63
|
14.46
|
|
Edelweiss Mid Cap Fund |
0.10
|
-4.99
|
-5.04
|
-6.99
|
-6.23
|
17.46
|
24.36
|
26.42
|
18.40
|
|
|
Franklin India Prima Fund |
0.08
|
-4.69
|
-3.63
|
-6.07
|
-7.02
|
16.02
|
21.63
|
20.81
|
14.90
|
14.94
|
|
Hdfc Mid Cap Opportunities Fund |
0.17
|
-4.25
|
-3.04
|
-5.14
|
-5.85
|
11.45
|
25.57
|
25.69
|
17.64
|
17.55
|
|
Icici Prudential Midcap Fund |
0.63
|
-4.38
|
-1.90
|
-6.26
|
-9.14
|
10.97
|
19.74
|
22.55
|
14.70
|
14.78
|
|
Invesco India Midcap Fund |
0.25
|
-4.90
|
-5.62
|
-5.80
|
-3.84
|
19.31
|
22.95
|
24.07
|
18.97
|
17.49
|
|
ITI MID Cap Fund |
-0.02
|
-4.98
|
-4.00
|
-6.91
|
-13.36
|
10.43
|
23.41
|
|
|
|
|
JM Midcap Fund |
-0.48
|
-5.30
|
-4.74
|
-7.24
|
-11.28
|
16.55
|
|
|
|
|
|
Kotak Emerging Equity Fund |
-0.01
|
-4.87
|
-5.79
|
-8.39
|
-8.62
|
17.98
|
20.78
|
23.31
|
17.91
|
17.97
|
|
LIC MF Midcap Fund |
0.35
|
-4.81
|
-5.47
|
-6.42
|
-10.32
|
15.76
|
|
|
|
|
|
Mahindra Manulife Mid Cap Fund |
-0.25
|
-4.99
|
-5.03
|
-8.10
|
-11.08
|
10.32
|
22.65
|
24.67
|
19.06
|
|
|
Mirae Asset Midcap Fund |
0.15
|
-5.51
|
-4.41
|
-7.99
|
-12.26
|
4.37
|
16.98
|
22.92
|
|
|
|
Motilal Oswal Midcap Fund |
-0.06
|
-3.57
|
-7.09
|
-7.87
|
-4.28
|
26.53
|
30.37
|
27.91
|
21.98
|
18.53
|
|
Quant Mid Cap Fund |
0.45
|
-3.75
|
-3.22
|
-6.50
|
-15.71
|
0.05
|
22.15
|
30.28
|
21.63
|
17.83
|
|
Nippon India Growth Fund |
-0.13
|
-4.98
|
-4.29
|
-7.93
|
-8.38
|
11.73
|
23.48
|
24.76
|
18.38
|
16.80
|
|
Sbi Magnum Midcap Fund |
0.03
|
-4.98
|
-3.37
|
-5.39
|
-7.10
|
10.83
|
18.44
|
23.72
|
15.84
|
15.68
|
|
Sundaram Mid Cap Fund |
0.04
|
-5.04
|
-4.30
|
-7.10
|
-7.64
|
13.55
|
22.72
|
20.33
|
13.75
|
14.50
|
|
Tata Mid Cap Growth Fund |
0.00
|
-5.08
|
-4.05
|
-8.38
|
-11.48
|
8.88
|
19.78
|
21.56
|
16.56
|
15.48
|
|
Taurus Mid Cap Fund |
-0.08
|
-5.00
|
-2.23
|
-8.07
|
-14.67
|
-1.37
|
16.16
|
18.28
|
13.46
|
13.96
|
|
Uti Mid Cap Fund |
-0.08
|
-5.33
|
-5.29
|
-8.98
|
-12.71
|
8.03
|
15.45
|
20.99
|
14.04
|
14.08
|
|
Pgim India Midcap Opportunities Fund |
0.00
|
-4.35
|
-3.16
|
-5.10
|
-6.86
|
9.05
|
12.79
|
25.31
|
18.17
|
15.49
|
|
Axis Midcap Fund |
-0.01
|
-4.30
|
-4.57
|
-6.60
|
-8.04
|
15.05
|
16.65
|
19.83
|
18.50
|
15.98
|
|
Nifty Midcap 150 Total Return Index |
0.16
|
-5.01
|
-3.34
|
-5.98
|
-10.48
|
7.26
|
21.25
|
23.77
|
16.38
|
16.73
|
16.43
|
As On: 13 February 2025
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Midcap Fund |
-9.18
|
15.91
|
19.69
|
17.35
|
14.65
|
14.97
|
Baroda BNP Paribas Mid Cap Fund |
-7.13
|
|
|
|
|
|
Canara Robeco Mid Cap Fund |
-9.79
|
|
|
|
|
|
Whiteoak Capital Mid Cap Fund |
-2.35
|
|
|
|
|
|
Dsp Midcap Fund |
-8.76
|
15.47
|
16.12
|
15.71
|
14.66
|
15.88
|
Edelweiss Mid Cap Fund |
-2.26
|
23.29
|
25.48
|
23.16
|
|
|
Franklin India Prima Fund |
-2.64
|
21.58
|
21.75
|
19.04
|
16.42
|
17.34
|
Hdfc Mid Cap Opportunities Fund |
-3.42
|
23.67
|
26.34
|
23.10
|
19.54
|
19.48
|
Icici Prudential Midcap Fund |
-8.44
|
18.64
|
21.84
|
19.42
|
16.67
|
16.91
|
Invesco India Midcap Fund |
0.33
|
23.66
|
23.91
|
21.91
|
19.03
|
18.97
|
ITI MID Cap Fund |
-12.26
|
20.83
|
|
|
|
|
JM Midcap Fund |
-8.00
|
|
|
|
|
|
Kotak Emerging Equity Fund |
-4.69
|
18.78
|
22.48
|
21.12
|
18.63
|
18.98
|
LIC MF Midcap Fund |
-5.47
|
|
|
|
|
|
Mahindra Manulife Mid Cap Fund |
-10.68
|
20.89
|
23.61
|
21.78
|
|
|
Mirae Asset Midcap Fund |
-13.61
|
14.01
|
19.68
|
|
|
|
Motilal Oswal Midcap Fund |
1.92
|
29.46
|
31.77
|
27.12
|
21.56
|
|
Quant Mid Cap Fund |
-19.05
|
16.61
|
24.60
|
24.04
|
20.39
|
17.14
|
Nippon India Growth Fund |
-6.59
|
21.96
|
25.17
|
23.02
|
19.69
|
17.78
|
Sbi Magnum Midcap Fund |
-5.65
|
15.76
|
21.68
|
20.47
|
16.94
|
17.80
|
Sundaram Mid Cap Fund |
-5.08
|
21.74
|
23.00
|
19.54
|
16.25
|
16.78
|
Tata Mid Cap Growth Fund |
-11.17
|
17.37
|
20.39
|
19.42
|
16.99
|
17.55
|
Taurus Mid Cap Fund |
-16.99
|
12.33
|
16.46
|
16.38
|
15.24
|
15.83
|
union midcap fund |
-9.49
|
15.33
|
|
|
|
|
Uti Mid Cap Fund |
-11.78
|
13.37
|
17.97
|
17.62
|
15.31
|
16.76
|
Pgim India Midcap Opportunities Fund |
-6.60
|
10.92
|
18.23
|
19.83
|
17.17
|
|
Axis Midcap Fund |
-6.10
|
16.15
|
17.95
|
18.17
|
17.13
|
|
As On: 13 February 2025
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Midcap Fund |
-8.39
|
16.94
|
20.78
|
18.37
|
15.63
|
|
Baroda BNP Paribas Mid Cap Fund |
-5.70
|
|
|
|
|
|
Canara Robeco Mid Cap Fund |
-8.56
|
|
|
|
|
|
Whiteoak Capital Mid Cap Fund |
-0.77
|
|
|
|
|
|
Dsp Midcap Fund |
-7.86
|
16.60
|
17.26
|
16.82
|
15.71
|
|
Edelweiss Mid Cap Fund |
-0.86
|
25.09
|
27.37
|
24.96
|
|
|
Franklin India Prima Fund |
-1.83
|
22.62
|
22.77
|
20.01
|
17.40
|
|
Hdfc Mid Cap Opportunities Fund |
-2.76
|
24.53
|
27.23
|
23.93
|
20.40
|
|
Icici Prudential Midcap Fund |
-7.64
|
19.70
|
22.97
|
20.49
|
17.73
|
|
Invesco India Midcap Fund |
1.65
|
25.28
|
25.61
|
23.57
|
20.70
|
|
ITI MID Cap Fund |
-10.60
|
23.20
|
|
|
|
|
JM Midcap Fund |
-6.35
|
|
|
|
|
|
Kotak Emerging Equity Fund |
-3.61
|
20.16
|
23.97
|
22.57
|
20.05
|
|
LIC MF Midcap Fund |
-4.46
|
|
|
|
|
|
Mahindra Manulife Mid Cap Fund |
-9.30
|
22.81
|
25.64
|
23.73
|
|
|
Mirae Asset Midcap Fund |
-12.62
|
15.34
|
21.21
|
|
|
|
union midcap fund |
-8.11
|
17.12
|
|
|
|
|
Motilal Oswal Midcap Fund |
3.05
|
30.93
|
33.31
|
28.54
|
22.89
|
|
Quant Mid Cap Fund |
-18.08
|
18.30
|
26.78
|
26.10
|
21.99
|
|
Nippon India Growth Fund |
-5.80
|
22.97
|
26.19
|
23.95
|
20.55
|
|
Sbi Magnum Midcap Fund |
-4.79
|
16.82
|
22.82
|
21.54
|
17.98
|
|
Sundaram Mid Cap Fund |
-4.24
|
22.81
|
24.08
|
20.52
|
17.14
|
|
Tata Mid Cap Growth Fund |
-10.05
|
18.83
|
21.91
|
20.89
|
18.32
|
|
Taurus Mid Cap Fund |
-16.64
|
12.77
|
16.90
|
16.82
|
15.69
|
|
Uti Mid Cap Fund |
-10.96
|
14.45
|
19.14
|
18.73
|
16.36
|
|
Pgim India Midcap Opportunities Fund |
-5.39
|
12.42
|
20.10
|
21.72
|
18.90
|
|
Axis Midcap Fund |
-5.07
|
17.43
|
19.36
|
19.60
|
18.53
|
|
Performance Indicators
Calculated On: 31 January 2025
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Midcap Fund | -21.64 | -14.41 | -7.80 | 15.68 | 10.83 |
Dsp Midcap Fund | -21.38 | -15.45 | -8.41 | 16.41 | 11.20 |
Edelweiss Mid Cap Fund | -18.96 | -11.62 | -5.04 | 15.74 | 11.09 |
Franklin India Prima Fund | -21.06 | -13.84 | -6.49 | 15.45 | 10.70 |
Hdfc Mid Cap Opportunities Fund | -18.39 | -10.27 | -3.77 | 14.74 | 10.54 |
Icici Prudential Midcap Fund | -20.49 | -11.52 | -5.96 | 16.05 | 11.24 |
Invesco India Midcap Fund | -21.17 | -14.02 | -7.72 | 16.36 | 12.14 |
Iti Mid Cap Fund | -23.43 | -13.13 | -6.76 | 15.54 | 10.87 |
Kotak Emerging Equity Fund | -18.60 | -10.28 | -4.57 | 14.68 | 10.47 |
Mahindra Manulife Mid Cap Fund | -22.26 | -13.89 | -7.30 | 16.50 | 11.97 |
Mirae Asset Midcap Fund | -21.80 | -13.62 | -6.71 | 15.81 | 11.05 |
Motilal Oswal Midcap Fund | -19.29 | -14.58 | -6.67 | 18.35 | 13.72 |
Quant Mid Cap Fund | -21.78 | -14.64 | -8.90 | 17.55 | 12.11 |
Nippon India Growth Fund | -19.43 | -11.37 | -5.31 | 15.56 | 10.98 |
Sbi Magnum Midcap Fund | -17.43 | -9.22 | -6.43 | 13.32 | 9.29 |
Sundaram Mid Cap Fund | -18.98 | -11.23 | -6.36 | 15.34 | 10.83 |
Tata Mid Cap Growth Fund | -19.52 | -11.88 | -5.60 | 14.75 | 10.27 |
Taurus Mid Cap Fund | -23.89 | -14.39 | -6.45 | 17.26 | 12.13 |
Union Midcap Fund | -21.98 | -12.75 | -7.01 | 15.81 | 11.60 |
Uti Mid Cap Fund | -22.19 | -12.84 | -6.25 | 15.23 | 10.61 |
Pgim India Midcap Opportunities Fund | -23.34 | -13.01 | -7.09 | 14.80 | 10.03 |
Axis Midcap Fund | -18.88 | -13.01 | -8.70 | 14.91 | 10.57 |
Calculated On: 31 January 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 |
0.47
|
0.25
|
0.60
|
0.35
|
-4.34
|
0.91 |
0.91
|
0.08
|
1.27
|
-6.0700
|
Dsp Midcap Fund |
0.40
|
0.22
|
0.54
|
0.38
|
-6.04
|
0.96 |
0.91
|
0.07
|
1.19
|
-6.9400
|
Edelweiss Mid Cap Fund |
0.91
|
0.47
|
1.02
|
0.42
|
2.89
|
0.92 |
0.92
|
0.15
|
1.82
|
1.3300
|
Franklin India Prima Fund |
0.78
|
0.41
|
0.83
|
0.41
|
0.82
|
0.91 |
0.93
|
0.13
|
1.67
|
-0.9900
|
Hdfc Mid Cap Opportunities Fund |
1.10
|
0.58
|
1.19
|
0.40
|
5.82
|
0.88 |
0.96
|
0.18
|
2.05
|
3.3800
|
Icici Prudential Midcap Fund |
0.63
|
0.33
|
0.82
|
0.42
|
-1.77
|
0.93 |
0.91
|
0.11
|
1.48
|
-3.1100
|
Invesco India Midcap Fund |
0.78
|
0.38
|
0.85
|
0.43
|
0.91
|
0.94 |
0.88
|
0.14
|
1.67
|
-0.3600
|
Iti Mid Cap Fund |
0.84
|
0.44
|
0.89
|
0.38
|
1.73
|
0.91 |
0.92
|
0.14
|
1.73
|
-0.0500
|
Kotak Emerging Equity Fund |
0.78
|
0.39
|
0.94
|
0.43
|
1.46
|
0.84 |
0.89
|
0.14
|
1.66
|
-1.6900
|
Mahindra Manulife Mid Cap Fund |
0.75
|
0.38
|
0.84
|
0.38
|
-0.44
|
0.99 |
0.97
|
0.13
|
1.64
|
-0.6200
|
Mirae Asset Midcap Fund |
0.51
|
0.27
|
0.65
|
0.40
|
-4.14
|
0.94 |
0.96
|
0.09
|
1.33
|
-5.2900
|
Motilal Oswal Midcap Fund |
1.09
|
0.52
|
1.14
|
0.48
|
8.97
|
0.92 |
0.68
|
0.22
|
2.04
|
7.4000
|
Quant Mid Cap Fund |
0.74
|
0.40
|
0.84
|
0.37
|
1.01
|
0.95 |
0.78
|
0.14
|
1.62
|
-0.0600
|
Nippon India Growth Fund |
0.92
|
0.48
|
1.03
|
0.38
|
2.78
|
0.93 |
0.95
|
0.15
|
1.83
|
1.3100
|
Sbi Magnum Midcap Fund |
0.70
|
0.37
|
0.87
|
0.39
|
0.98
|
0.76 |
0.87
|
0.12
|
1.56
|
-3.9000
|
Sundaram Mid Cap Fund |
0.90
|
0.47
|
1.01
|
0.42
|
2.60
|
0.91 |
0.94
|
0.15
|
1.81
|
0.7600
|
Tata Mid Cap Growth Fund |
0.70
|
0.37
|
0.82
|
0.37
|
-0.41
|
0.88 |
0.96
|
0.12
|
1.57
|
-2.8100
|
Taurus Mid Cap Fund |
0.46
|
0.25
|
0.63
|
0.38
|
-5.23
|
0.99 |
0.89
|
0.08
|
1.28
|
-5.3600
|
Union Midcap Fund |
0.51
|
0.25
|
0.68
|
0.43
|
-3.49
|
0.91 |
0.90
|
0.09
|
1.33
|
-5.2400
|
Uti Mid Cap Fund |
0.46
|
0.24
|
0.62
|
0.39
|
-4.35
|
0.90 |
0.93
|
0.08
|
1.26
|
-6.4500
|
Pgim India Midcap Opportunities Fund |
0.21
|
0.13
|
0.44
|
0.42
|
-7.23
|
0.84 |
0.86
|
0.04
|
0.94
|
-10.4900
|
Axis Midcap Fund |
0.48
|
0.25
|
0.63
|
0.42
|
-2.95
|
0.84 |
0.85
|
0.09
|
1.29
|
-6.2300
|
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Midcap Fund | 13,050.00 | 11,391.32 | 55,342.80 | 45,602.06 | 141,738.00 | 98,045.70 | 181,179.60 | 156,027.82 | 389,256.00 | 258,335.76 | 1,239,984.00 | 615,554.64 |
Baroda BNP Paribas Mid Cap Fund | 13,173.60 | 11,528.76 | ||||||||||
Canara Robeco Mid Cap Fund | 13,045.20 | 11,350.48 | ||||||||||
Whiteoak Capital Mid Cap Fund | 13,350.00 | 11,845.99 | ||||||||||
Dsp Midcap Fund | 13,179.60 | 11,419.68 | 54,115.20 | 45,315.32 | 126,162.00 | 89,841.30 | 192,528.00 | 147,179.84 | 424,032.00 | 258,458.88 | 1,605,186.00 | 666,689.40 |
Edelweiss Mid Cap Fund | 13,904.40 | 11,851.62 | 66,286.80 | 50,582.99 | 179,976.00 | 112,776.84 | 247,069.20 | 191,906.74 | ||||
Franklin India Prima Fund | 13,812.00 | 11,826.55 | 63,176.40 | 49,398.95 | 148,194.00 | 103,073.34 | 209,151.60 | 165,746.45 | 439,944.00 | 284,135.88 | 1,857,132.00 | 757,349.28 |
Hdfc Mid Cap Opportunities Fund | 13,287.60 | 11,775.53 | 69,836.40 | 50,852.70 | 181,842.00 | 115,125.36 | 248,589.60 | 191,459.52 | 557,316.00 | 336,278.52 | 2,504,034.00 | 914,045.04 |
Icici Prudential Midcap Fund | 13,203.60 | 11,441.15 | 60,177.60 | 47,406.78 | 158,520.00 | 103,297.80 | 205,363.20 | 167,990.93 | 432,996.00 | 288,105.48 | 1,526,076.00 | 729,234.36 |
Invesco India Midcap Fund | 14,140.80 | 12,021.64 | 64,321.20 | 50,842.62 | 164,760.00 | 108,606.00 | 256,250.40 | 183,580.57 | 515,112.00 | 327,106.08 | 2,285,010.00 | 873,829.98 |
ITI MID Cap Fund | 13,018.80 | 11,183.20 | 63,777.60 | 48,888.11 | ||||||||
JM Midcap Fund | 13,746.00 | 11,470.75 | ||||||||||
Kotak Emerging Equity Fund | 14,006.40 | 11,691.12 | 61,275.60 | 47,499.84 | 161,064.00 | 104,909.70 | 244,675.20 | 178,493.62 | 551,448.00 | 320,234.52 | 2,055,060.00 | 875,136.78 |
LIC MF Midcap Fund | 13,755.60 | 11,639.33 | ||||||||||
Mahindra Manulife Mid Cap Fund | 13,046.40 | 11,290.50 | 63,378.00 | 48,926.02 | 166,818.00 | 107,813.40 | 253,495.20 | 182,733.18 | ||||
Mirae Asset Midcap Fund | 12,388.80 | 11,090.75 | 55,695.60 | 44,374.14 | 157,824.00 | 98,014.98 | ||||||
Motilal Oswal Midcap Fund | 15,024.00 | 12,125.33 | 77,155.20 | 55,020.78 | 193,902.00 | 130,987.98 | 310,926.00 | 220,737.89 | 582,552.00 | 375,107.04 | ||
Quant Mid Cap Fund | 11,871.60 | 10,715.39 | 62,600.40 | 46,060.45 | 206,598.00 | 110,417.52 | 298,040.40 | 197,983.04 | 557,256.00 | 352,079.28 | 1,387,314.00 | 743,876.46 |
Nippon India Growth Fund | 13,300.80 | 11,564.70 | 66,168.00 | 49,659.48 | 174,516.00 | 111,934.38 | 259,938.00 | 190,963.25 | 526,632.00 | 339,066.24 | 1,552,698.00 | 786,895.92 |
Sbi Magnum Midcap Fund | 13,183.20 | 11,627.63 | 58,255.20 | 45,507.28 | 166,344.00 | 102,908.22 | 220,651.20 | 174,385.68 | 467,016.00 | 292,199.04 | 1,793,610.00 | 788,186.88 |
Sundaram Mid Cap Fund | 13,512.00 | 11,665.58 | 64,832.40 | 49,511.99 | 145,086.00 | 106,251.30 | 195,367.20 | 168,701.32 | 432,324.00 | 281,613.24 | 1,682,442.00 | 721,111.14 |
Tata Mid Cap Growth Fund | 12,909.60 | 11,257.07 | 59,673.60 | 46,562.08 | 149,802.00 | 99,734.40 | 225,682.80 | 168,010.00 | 454,776.00 | 293,108.52 | 1,795,482.00 | 771,524.82 |
Taurus Mid Cap Fund | 11,787.60 | 10,858.72 | 55,828.80 | 43,312.10 | 136,368.00 | 90,598.08 | 197,710.80 | 150,739.26 | 423,756.00 | 266,637.24 | 1,378,422.00 | 663,749.10 |
union midcap fund | 12,982.80 | 11,370.28 | 56,462.40 | 45,223.06 | ||||||||
Uti Mid Cap Fund | 12,848.40 | 11,215.73 | 53,856.00 | 43,965.11 | 148,446.00 | 94,024.14 | 197,576.40 | 157,558.38 | 408,936.00 | 267,776.64 | 1,730,142.00 | 719,824.32 |
Pgim India Midcap Opportunities Fund | 12,925.20 | 11,564.56 | 49,582.80 | 42,427.80 | 171,474.00 | 94,627.38 | 242,121.60 | 170,471.11 | 442,008.00 | 295,866.36 | ||
Axis Midcap Fund | 13,663.20 | 11,597.63 | 55,252.80 | 45,756.86 | 139,542.00 | 93,962.88 | 253,100.40 | 160,654.03 | 469,104.00 | 295,351.92 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Midcap Fund | 13,159.20 | 11,444.45 | 56,800.80 | 46,274.29 | 148,206.00 | 100,685.22 | 192,805.20 | 161,851.37 | 425,208.00 | 272,388.84 | ||
Baroda BNP Paribas Mid Cap Fund | 13,366.80 | 11,623.96 | ||||||||||
Canara Robeco Mid Cap Fund | 13,218.00 | 11,433.40 | ||||||||||
Whiteoak Capital Mid Cap Fund | 13,557.60 | 11,949.91 | ||||||||||
Dsp Midcap Fund | 13,302.00 | 11,479.72 | 55,692.00 | 46,050.77 | 132,348.00 | 92,398.44 | 205,522.80 | 153,118.81 | 463,344.00 | 273,578.88 | ||
Edelweiss Mid Cap Fund | 14,095.20 | 11,943.77 | 69,238.80 | 51,850.62 | 193,758.00 | 117,990.66 | 274,008.00 | 204,553.02 | ||||
Franklin India Prima Fund | 13,922.40 | 11,880.17 | 64,771.20 | 50,117.98 | 154,404.00 | 105,667.98 | 222,121.20 | 171,595.03 | 483,000.00 | 299,529.60 | ||
Hdfc Mid Cap Opportunities Fund | 13,374.00 | 11,818.78 | 71,269.20 | 51,457.32 | 188,184.00 | 117,597.84 | 261,886.80 | 197,213.52 | 604,368.00 | 352,285.92 | ||
Icici Prudential Midcap Fund | 13,316.40 | 11,495.10 | 61,812.00 | 48,119.87 | 165,828.00 | 106,165.08 | 219,391.20 | 174,531.67 | 476,256.00 | 305,039.04 | ||
Invesco India Midcap Fund | 14,317.20 | 12,107.60 | 66,909.60 | 51,990.16 | 176,418.00 | 113,135.10 | 283,374.00 | 194,710.15 | 601,584.00 | 358,137.12 | ||
ITI MID Cap Fund | 13,251.60 | 11,295.94 | 67,654.80 | 50,521.46 | ||||||||
JM Midcap Fund | 13,986.00 | 11,580.91 | ||||||||||
Kotak Emerging Equity Fund | 14,157.60 | 11,762.53 | 63,432.00 | 48,428.82 | 171,054.00 | 108,766.74 | 266,112.00 | 187,908.92 | 626,340.00 | 345,763.44 | ||
LIC MF Midcap Fund | 13,891.20 | 11,706.47 | ||||||||||
Mahindra Manulife Mid Cap Fund | 13,238.40 | 11,383.14 | 66,423.60 | 50,250.17 | 180,684.00 | 113,210.16 | 284,911.20 | 195,811.14 | ||||
Mirae Asset Midcap Fund | 12,524.40 | 11,158.56 | 57,628.80 | 45,234.50 | 168,354.00 | 101,736.18 | ||||||
union midcap fund | 13,176.00 | 11,463.42 | 59,054.40 | 46,393.16 | ||||||||
Motilal Oswal Midcap Fund | 15,183.60 | 12,198.68 | 79,765.20 | 56,106.97 | 205,470.00 | 135,798.00 | 337,537.20 | 232,060.25 | 657,000.00 | 403,242.12 | ||
Quant Mid Cap Fund | 12,006.00 | 10,783.04 | 65,606.40 | 47,177.42 | 225,162.00 | 116,344.56 | 330,792.00 | 212,937.65 | 618,864.00 | 384,076.32 | ||
Nippon India Growth Fund | 13,407.60 | 11,617.44 | 67,773.60 | 50,363.75 | 181,350.00 | 114,714.00 | 273,663.60 | 197,372.78 | 567,120.00 | 355,289.88 | ||
Sbi Magnum Midcap Fund | 13,299.60 | 11,684.96 | 59,821.20 | 46,200.38 | 173,904.00 | 105,783.72 | 235,116.00 | 181,187.83 | 514,992.00 | 309,133.68 | ||
Sundaram Mid Cap Fund | 13,626.00 | 11,721.00 | 66,531.60 | 50,249.95 | 151,332.00 | 109,040.04 | 206,967.60 | 174,699.76 | 464,772.00 | 295,405.44 | ||
Tata Mid Cap Growth Fund | 13,065.60 | 11,332.45 | 61,869.60 | 47,530.22 | 159,282.00 | 103,479.42 | 245,540.40 | 177,057.22 | 506,088.00 | 314,840.64 | ||
Taurus Mid Cap Fund | 11,835.60 | 10,882.50 | 56,426.40 | 43,589.16 | 138,888.00 | 91,592.52 | 203,313.60 | 153,145.10 | 443,124.00 | 273,243.72 | ||
Uti Mid Cap Fund | 12,963.60 | 11,271.38 | 55,393.20 | 44,658.40 | 155,592.00 | 96,741.90 | 210,655.20 | 163,892.57 | 447,972.00 | 283,199.40 | ||
Pgim India Midcap Opportunities Fund | 13,086.00 | 11,645.09 | 51,660.00 | 43,363.87 | 185,382.00 | 99,029.70 | 270,320.40 | 182,332.25 | 506,556.00 | 324,835.92 | ||
Axis Midcap Fund | 13,806.00 | 11,665.94 | 57,142.80 | 46,603.55 | 148,272.00 | 97,255.80 | 275,604.00 | 169,095.44 | 528,648.00 | 318,474.12 |