Best Mid Cap Mutual Funds January 2025

  • Hdfc Mid Cap Opportunities Fund has shown very good performance in the Mid Cap Fund category. The fund has rank of 3 out of 22 funds in the category. The fund has delivered return of 10.73% in 1 year, 24.72% in 3 years, 24.83% in 5 years and 16.6% in 10 years. The category average for the same periods is 10.53%, 18.94%, 21.67% and 14.67% respectively, which shows very good return performance of fund in the category. The fund has …
  • Motilal Oswal Midcap Fund is the top performing fund in the Mid Cap Fund category. The fund has delivered return of 25.2% in 1 year, 28.93% in 3 years, 26.44% in 5 years and 17.12% in 10 years. The category average for the same periods is 10.53%, 18.94%, 21.67% and 14.67% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 18.35, VaR of -19.29, Average Drawdown of -6.67, Semi Deviation …
  • Sundaram Mid Cap Fund has shown very good performance in the Mid Cap Fund category. The fund has rank of 4 out of 22 funds in the category. The fund has delivered return of 12.6% in 1 year, 21.67% in 3 years, 19.31% in 5 years and 13.67% in 10 years. The category average for the same periods is 10.53%, 18.94%, 21.67% and 14.67% respectively, which shows average return performance of fund in the category. The fund has exhibited standard …
  • Edelweiss Mid Cap Fund has exhibited very good performance in the Mid Cap Fund category. The fund has rank of 2 out of 22 funds in the category. The fund has delivered return of 15.87% in 1 year, 22.57% in 3 years and 24.57% in 5 years. The category average for the same periods is 10.53%, 18.94% and 21.67% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.74, VaR …
  • Kotak Emerging Equity Fund has exhibited good performance in the Mid Cap Fund category. The fund has rank of 5 out of 22 funds in the category. The fund has delivered return of 16.72% in 1 year, 19.4% in 3 years, 21.83% in 5 years and 16.48% in 10 years. The category average for the same periods is 10.53%, 18.94%, 21.67% and 14.67% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …

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