| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
15.26 | 23.80 | 20.92 | 20.08 | 19.23 | 13.78 | -16.42 | -16.36 | 3.85 | 0.86 | 0.69 | 1.40 | |
| 2 | |
23.35 | 24.42 | 19.15 | 18.75 | 17.84 | 15.88 | -20.27 | -20.49 | 1.52 | 0.97 | 0.60 | 1.21 | |
| 3 | |
16.91 | 25.14 | 21.10 | 21.27 | 19.63 | 15.43 | -19.54 | -19.98 | 2.60 | 0.95 | 0.64 | 1.28 | |
| 4 | |
15.75 | 25.73 | 15.30 | -17.09 | -17.01 | 2.32 | 0.93 | 0.61 | 1.25 | ||||
| 5 | |
15.63 | 25.18 | 20.82 | 22.05 | 15.41 | -18.50 | -17.82 | 2.92 | 0.90 | 0.59 | 1.24 | ||
| 6 | |
14.84 | 23.71 | 18.45 | 17.01 | 16.28 | 15.06 | -20.37 | -20.80 | 1.40 | 0.93 | 0.56 | 1.21 | |
| 7 | |
15.64 | 25.54 | 19.86 | 20.55 | 19.64 | 16.53 | -18.13 | -23.67 | 2.41 | 0.98 | 0.56 | 1.22 | |
| 8 | |
20.50 | 23.63 | 16.83 | -23.55 | -20.75 | 0.46 | 1.09 | ||||||
| 9 | |
12.64 | 24.06 | 20.37 | 21.11 | 15.29 | -20.91 | -22.26 | 0.91 | 0.95 | 0.57 | 1.19 | ||
| 10 | |
13.65 | 24.00 | 17.34 | 16.27 | -22.74 | -23.43 | -0.39 | 0.99 | 0.51 | 1.08 | |||
| 11 | |
13.81 | 21.01 | 13.33 | -18.70 | -18.53 | -0.03 | 0.83 | 0.52 | 1.13 | ||||
| 12 | |
15.24 | 20.43 | 18.36 | 20.05 | 19.44 | 15.28 | -20.37 | -19.24 | -1.18 | 0.89 | 0.45 | 0.99 | |
| 13 | |
13.83 | 21.22 | 17.29 | 18.45 | 17.60 | 14.53 | -21.02 | -19.52 | -0.77 | 0.90 | 0.51 | 1.07 | |
| 14 | |
17.48 | 19.97 | 17.27 | 15.82 | -22.60 | -24.10 | -3.31 | 0.98 | 0.43 | 0.93 | |||
| 15 | |
14.98 | 20.83 | 17.70 | 15.33 | -20.51 | -24.10 | -2.06 | 0.91 | 0.44 | 0.95 | |||
| 16 | |
13.52 | 19.57 | 13.32 | 15.43 | 16.18 | 16.10 | -21.23 | -21.71 | -3.32 | 0.96 | 0.44 | 0.90 | |
| 17 | |
11.71 | 19.32 | 15.12 | 18.11 | 18.11 | 14.19 | -19.21 | -23.22 | -1.50 | 0.83 | 0.45 | 0.96 | |
| 18 | |
14.31 | 19.92 | 14.82 | -21.08 | -23.49 | -2.50 | 0.89 | 0.45 | 0.94 | ||||
| 19 | |
6.89 | 20.33 | 15.18 | 15.72 | 15.95 | 14.93 | -18.04 | -18.62 | -1.87 | 0.91 | 0.49 | 0.99 | |
| 20 | |
9.39 | 18.91 | 16.18 | 15.12 | 14.78 | 15.63 | -21.92 | -21.96 | -3.63 | 0.94 | 0.44 | 0.88 | |
| 21 | |
7.16 | 22.22 | 17.16 | -21.92 | -20.79 | -2.64 | 1.03 | 0.48 | 0.94 | ||||
| 22 | |
10.25 | 16.59 | 14.40 | 16.69 | 15.23 | 15.74 | -22.63 | -22.97 | -6.97 | 0.97 | 0.33 | 0.70 | |
| 23 | |
5.36 | 15.98 | 16.10 | 17.92 | 15.60 | 13.37 | -17.51 | -14.75 | -4.04 | 0.79 | 0.37 | 0.78 | |
| 24 | |
-6.21 | 19.44 | 21.06 | 20.10 | 17.34 | 18.83 | -21.21 | -24.77 | -4.49 | 1.00 | 0.35 | 0.74 | |
| 25 | |
8.14 | 14.63 | 12.55 | 14.82 | 15.61 | 16.62 | -24.07 | -20.00 | -9.19 | 1.00 | 0.29 | 0.57 | |
| 26 | |
7.03 | 12.95 | 14.61 | 19.96 | 17.02 | 13.84 | -18.56 | -23.34 | -7.40 | 0.80 | 0.26 | 0.54 | |
| 27 | |
-1.16 | 15.07 | 19.51 | 20.77 | 17.00 | 17.39 | -25.01 | -26.90 | -10.04 | 1.00 | 0.25 | 0.50 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026
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 Fund is the top ranked fund. The category has total 24 funds. The HDFC Mid Cap Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 3.85% which is higher than the category average of -1.82%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.4 which is higher than the category average of 0.99. 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 1.52% which is higher than the category average of -1.82%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.21 which is higher than the category average of 0.99. Read Full Review
Nippon India Growth Mid Cap Fund is the 5th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Nippon India Growth Mid Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 2.6% which is higher than the category average of -1.82%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.28 which is higher than the category average of 0.99. Read Full Review
None Read Full Review
Edelweiss Mid Cap Fund is the 6th ranked fund in the Mid Cap Fund category. 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 2.92% which is higher than the category average of -1.82%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.24 which is higher than the category average of 0.99. Read Full Review
Sundaram Mid Cap Fund is the 7th 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 Sundaram Mid Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 1.4% which is higher than the category average of -1.82%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.21 which is higher than the category average of 0.99. 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 5 star rating shows an excellent past performance of the Invesco India Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 2.41% which is higher than the category average of -1.82%. 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 0.99. Read Full Review
Mahindra Manulife Mid Cap Fund is the 17th 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 Mahindra Manulife Mid Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 0.91% which is higher than the category average of -1.82%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.19 which is higher than the category average of 0.99. Read Full Review
In the Mid Cap Fund category, ITI MID Cap Fund is the 18th ranked fund. The category has total 24 funds. The ITI MID Cap Fund has shown a poor past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.39% which is lower than the category average of -1.82%, showing poor performance. The fund has a Sharpe Ratio of 1.08 which is higher than the category average of 0.99. Read Full Review
Baroda BNP Paribas Mid Cap Fund is the 13th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The Baroda BNP Paribas Mid Cap Fund has shown an average past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.03% which is lower than the category average of -1.82%, showing poor performance. The fund has a Sharpe Ratio of 1.13 which is higher than the category average of 0.99. Read Full Review
Performance Indicators
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nifty Midcap 150 Total Return Index |
-2.68
|
-4.48
|
-7.51
|
-8.45
|
-6.33
|
13.74
|
21.90
|
18.23
|
19.00
|
18.42
|
16.72
|
| Aditya Birla Sun Life Midcap Fund |
-2.42
|
-4.43
|
-8.42
|
-9.68
|
-8.88
|
8.47
|
17.91
|
15.18
|
14.10
|
13.76
|
14.12
|
| Baroda BNP Paribas Mid Cap Fund |
-2.57
|
-4.72
|
-6.69
|
-6.06
|
-3.43
|
12.19
|
19.27
|
|
|
|
|
| Bank of India Mid Cap Fund |
-2.26
|
-3.50
|
-4.32
|
-5.90
|
-9.28
|
|
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-2.29
|
-4.36
|
-7.00
|
-8.78
|
-9.82
|
12.86
|
18.27
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-2.34
|
-4.38
|
-6.63
|
-9.48
|
-6.97
|
14.16
|
23.83
|
|
|
|
|
| Helios Mid Cap Fund |
-2.62
|
-4.71
|
-8.47
|
-12.50
|
-10.67
|
|
|
|
|
|
|
| Dsp Midcap Fund |
-2.40
|
-5.25
|
-7.89
|
-7.88
|
-7.73
|
12.44
|
18.45
|
12.24
|
14.34
|
15.12
|
15.23
|
| Edelweiss Mid Cap Fund |
-2.65
|
-5.08
|
-7.16
|
-7.83
|
-6.03
|
14.15
|
23.50
|
19.12
|
20.28
|
|
|
| Franklin India Mid Cap Fund |
-2.35
|
-4.37
|
-8.77
|
-10.48
|
-9.40
|
6.05
|
19.34
|
14.25
|
14.76
|
14.93
|
16.52
|
| HDFC Mid Cap Fund |
-2.58
|
-4.30
|
-7.87
|
-8.08
|
-4.76
|
14.54
|
23.00
|
20.11
|
19.28
|
18.31
|
18.75
|
| HSBC Mid Cap Fund |
-2.57
|
-5.03
|
-7.22
|
-7.08
|
-6.51
|
19.24
|
22.32
|
|
|
|
|
| Icici Prudential Midcap Fund |
-3.12
|
-5.19
|
-6.87
|
-4.50
|
-1.18
|
22.37
|
23.40
|
18.11
|
17.69
|
16.74
|
16.58
|
| Invesco India Midcap Fund |
-2.38
|
-5.52
|
-10.03
|
-11.97
|
-10.57
|
14.29
|
24.01
|
18.30
|
18.92
|
17.90
|
18.19
|
| ITI MID Cap Fund |
-3.08
|
-5.17
|
-7.31
|
-7.61
|
-4.85
|
11.81
|
21.83
|
15.06
|
|
|
|
| JM Midcap Fund |
-2.95
|
-4.65
|
-7.47
|
-9.50
|
-12.65
|
5.51
|
20.14
|
|
|
|
|
| Kotak Midcap Fund |
-2.79
|
-5.06
|
-7.26
|
-7.14
|
-8.17
|
14.08
|
19.14
|
17.02
|
18.64
|
17.99
|
18.00
|
| LIC MF Midcap Fund |
-2.46
|
-4.25
|
-8.12
|
-9.75
|
-10.60
|
4.13
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-2.77
|
-4.67
|
-5.74
|
-5.08
|
-4.20
|
11.08
|
22.27
|
18.52
|
19.23
|
|
|
| Mirae Asset Midcap Fund |
-2.55
|
-4.42
|
-8.02
|
-9.76
|
-7.74
|
16.22
|
18.67
|
15.90
|
|
|
|
| Motilal Oswal Midcap Fund |
-2.24
|
-4.84
|
-10.89
|
-18.12
|
-21.42
|
-7.00
|
18.25
|
19.77
|
18.78
|
15.98
|
|
| Quant Mid Cap Fund |
-1.87
|
-1.10
|
-4.47
|
-10.95
|
-10.59
|
-2.20
|
13.77
|
17.62
|
18.89
|
15.65
|
13.76
|
| Nippon India Growth Mid Cap Fund |
-2.48
|
-4.54
|
-7.33
|
-4.97
|
-4.94
|
15.95
|
24.14
|
20.14
|
20.36
|
18.73
|
15.87
|
| SBI MidCap Fund |
-2.23
|
-4.05
|
-6.31
|
-6.46
|
-4.82
|
4.50
|
14.99
|
15.10
|
16.90
|
14.52
|
16.86
|
| Sundaram Mid Cap Fund |
-2.42
|
-5.02
|
-7.86
|
-7.98
|
-6.37
|
13.89
|
22.68
|
17.45
|
16.04
|
15.39
|
16.09
|
| Tata Mid Cap Fund |
-2.48
|
-4.60
|
-7.15
|
-7.78
|
-5.32
|
12.43
|
19.80
|
15.88
|
16.97
|
16.30
|
16.89
|
| Taurus Mid Cap Fund |
-1.96
|
-2.04
|
-6.03
|
-10.06
|
-11.69
|
7.66
|
14.18
|
12.12
|
14.37
|
15.13
|
14.84
|
| union midcap fund |
-2.84
|
-5.04
|
-6.89
|
-7.20
|
-7.43
|
13.42
|
19.09
|
16.02
|
|
|
|
| Uti Mid Cap Fund |
-2.62
|
-4.70
|
-6.99
|
-8.68
|
-8.98
|
9.32
|
15.57
|
13.35
|
15.64
|
14.19
|
16.18
|
| Pgim India Midcap Fund |
-2.68
|
-5.09
|
-7.81
|
-9.00
|
-12.33
|
5.72
|
11.54
|
12.97
|
18.18
|
15.35
|
|
| Axis Midcap Fund |
-2.34
|
-4.69
|
-6.22
|
-6.54
|
-7.77
|
10.59
|
18.09
|
13.82
|
16.70
|
16.73
|
17.02
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-2.42
|
-4.41
|
-8.36
|
-9.50
|
-8.50
|
9.39
|
18.91
|
16.18
|
15.12
|
14.78
|
|
| Baroda BNP Paribas Mid Cap Fund |
-2.57
|
-4.70
|
-6.59
|
-5.73
|
-2.74
|
13.81
|
21.01
|
|
|
|
|
| Bank of India Mid Cap Fund |
-2.35
|
-3.48
|
-4.29
|
-5.77
|
-8.87
|
|
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-2.30
|
-4.28
|
-6.92
|
-8.47
|
-9.22
|
14.31
|
19.92
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-2.34
|
-4.36
|
-6.54
|
-9.20
|
-6.36
|
15.75
|
25.73
|
|
|
|
|
| Helios Mid Cap Fund |
-2.59
|
-4.64
|
-8.35
|
-12.20
|
-9.96
|
|
|
|
|
|
|
| Dsp Midcap Fund |
-2.39
|
-5.24
|
-7.83
|
-7.67
|
-7.30
|
13.52
|
19.57
|
13.32
|
15.43
|
16.18
|
|
| Edelweiss Mid Cap Fund |
-2.64
|
-5.06
|
-7.07
|
-7.55
|
-5.44
|
15.63
|
25.18
|
20.82
|
22.05
|
|
|
| Franklin India Mid Cap Fund |
-2.35
|
-4.36
|
-8.71
|
-10.31
|
-9.05
|
6.89
|
20.33
|
15.18
|
15.72
|
15.95
|
|
| HDFC Mid Cap Fund |
-2.58
|
-4.29
|
-7.83
|
-7.94
|
-4.46
|
15.26
|
23.80
|
20.92
|
20.08
|
19.23
|
|
| HSBC Mid Cap Fund |
-2.56
|
-5.01
|
-7.14
|
-6.84
|
-6.02
|
20.50
|
23.63
|
|
|
|
|
| Icici Prudential Midcap Fund |
-3.11
|
-5.17
|
-6.81
|
-4.31
|
-0.78
|
23.35
|
24.42
|
19.15
|
18.75
|
17.84
|
|
| Invesco India Midcap Fund |
-2.38
|
-5.50
|
-9.95
|
-11.73
|
-10.05
|
15.64
|
25.54
|
19.86
|
20.55
|
19.64
|
|
| ITI MID Cap Fund |
-3.07
|
-5.14
|
-7.18
|
-7.23
|
-4.09
|
13.65
|
24.00
|
17.34
|
|
|
|
| JM Midcap Fund |
-2.94
|
-4.63
|
-7.36
|
-9.17
|
-12.00
|
7.16
|
22.22
|
|
|
|
|
| Kotak Midcap Fund |
-2.78
|
-5.04
|
-7.18
|
-6.92
|
-7.71
|
15.24
|
20.43
|
18.36
|
20.05
|
19.44
|
|
| LIC MF Midcap Fund |
-2.46
|
-4.23
|
-8.05
|
-9.52
|
-10.14
|
5.27
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-2.77
|
-4.64
|
-5.65
|
-4.77
|
-3.55
|
12.64
|
24.06
|
20.37
|
21.11
|
|
|
| Mirae Asset Midcap Fund |
-2.55
|
-4.41
|
-7.95
|
-9.53
|
-7.25
|
17.48
|
19.97
|
17.27
|
|
|
|
| Motilal Oswal Midcap Fund |
-2.24
|
-4.82
|
-10.84
|
-17.96
|
-21.10
|
-6.21
|
19.44
|
21.06
|
20.10
|
17.34
|
|
| Quant Mid Cap Fund |
-1.86
|
-1.09
|
-4.40
|
-10.73
|
-10.14
|
-1.16
|
15.07
|
19.51
|
20.77
|
17.00
|
|
| Nippon India Growth Mid Cap Fund |
-2.47
|
-4.52
|
-7.27
|
-4.79
|
-4.57
|
16.91
|
25.14
|
21.10
|
21.27
|
19.63
|
|
| SBI MidCap Fund |
-2.23
|
-4.04
|
-6.25
|
-6.28
|
-4.44
|
5.36
|
15.98
|
16.10
|
17.92
|
15.60
|
|
| Sundaram Mid Cap Fund |
-2.42
|
-5.01
|
-7.80
|
-7.79
|
-5.98
|
14.84
|
23.71
|
18.45
|
17.01
|
16.28
|
|
| Tata Mid Cap Fund |
-2.48
|
-4.57
|
-7.06
|
-7.51
|
-4.75
|
13.83
|
21.22
|
17.29
|
18.45
|
17.60
|
|
| Taurus Mid Cap Fund |
-1.97
|
-2.03
|
-5.99
|
-9.94
|
-11.47
|
8.14
|
14.63
|
12.55
|
14.82
|
15.61
|
|
| union midcap fund |
-2.83
|
-5.01
|
-6.79
|
-6.90
|
-6.81
|
14.98
|
20.83
|
17.70
|
|
|
|
| Uti Mid Cap Fund |
-2.61
|
-4.69
|
-6.93
|
-8.49
|
-8.60
|
10.25
|
16.59
|
14.40
|
16.69
|
15.23
|
|
| Pgim India Midcap Fund |
-2.67
|
-5.04
|
-7.72
|
-8.73
|
-11.78
|
7.03
|
12.95
|
14.61
|
19.96
|
17.02
|
|
| Axis Midcap Fund |
-2.34
|
-4.68
|
-6.15
|
-6.31
|
-7.31
|
11.71
|
19.32
|
15.12
|
18.11
|
18.11
|
|
| Nifty Midcap 150 Total Return Index |
-2.68
|
-4.48
|
-7.51
|
-8.45
|
-6.33
|
13.74
|
21.90
|
18.23
|
19.00
|
18.42
|
16.72
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Invesco India Midcap Fund |
-10.71
|
12.03
|
16.39
|
19.59
|
17.92
|
18.20
|
| LIC MF Midcap Fund |
-13.15
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-3.69
|
9.82
|
15.22
|
19.36
|
|
|
| Helios Mid Cap Fund |
|
|
|
|
|
|
| Dsp Midcap Fund |
-6.89
|
7.22
|
10.67
|
13.68
|
13.23
|
15.09
|
| Whiteoak Capital Mid Cap Fund |
-5.69
|
11.34
|
|
|
|
|
| Edelweiss Mid Cap Fund |
-5.41
|
12.11
|
16.51
|
20.83
|
|
|
| Aditya Birla Sun Life Midcap Fund |
-10.47
|
6.11
|
11.03
|
15.22
|
13.27
|
14.19
|
| Baroda BNP Paribas Mid Cap Fund |
-2.41
|
9.07
|
|
|
|
|
| Bank of India Mid Cap Fund |
|
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-8.24
|
7.53
|
|
|
|
|
| Franklin India Mid Cap Fund |
-12.47
|
7.00
|
12.34
|
15.63
|
14.20
|
15.85
|
| HDFC Mid Cap Fund |
-3.98
|
11.03
|
17.26
|
20.97
|
18.26
|
18.57
|
| HSBC Mid Cap Fund |
-2.86
|
11.14
|
|
|
|
|
| Icici Prudential Midcap Fund |
3.88
|
14.08
|
16.43
|
19.60
|
17.01
|
17.22
|
| ITI MID Cap Fund |
-5.39
|
9.40
|
13.92
|
|
|
|
| JM Midcap Fund |
-13.83
|
5.78
|
|
|
|
|
| Kotak Midcap Fund |
-6.26
|
9.31
|
13.90
|
18.52
|
17.13
|
18.26
|
| Mirae Asset Midcap Fund |
-5.62
|
7.82
|
12.34
|
|
|
|
| Motilal Oswal Midcap Fund |
-28.60
|
1.62
|
13.02
|
18.62
|
16.70
|
|
| Quant Mid Cap Fund |
-17.20
|
-1.06
|
8.56
|
16.95
|
16.61
|
15.04
|
| Nippon India Growth Mid Cap Fund |
-2.63
|
11.81
|
17.05
|
21.03
|
18.90
|
17.66
|
| SBI MidCap Fund |
-8.31
|
4.34
|
10.36
|
16.50
|
14.81
|
16.30
|
| Sundaram Mid Cap Fund |
-5.50
|
10.70
|
15.49
|
18.12
|
15.31
|
16.11
|
| Tata Mid Cap Fund |
-4.69
|
7.99
|
13.04
|
16.99
|
15.93
|
16.83
|
| Taurus Mid Cap Fund |
-12.89
|
1.18
|
8.03
|
12.94
|
13.00
|
14.65
|
| union midcap fund |
-5.36
|
8.14
|
12.35
|
|
|
|
| Uti Mid Cap Fund |
-9.69
|
4.27
|
9.37
|
14.72
|
13.71
|
15.57
|
| Pgim India Midcap Fund |
-13.67
|
2.56
|
7.16
|
15.30
|
15.02
|
|
| Axis Midcap Fund |
-6.59
|
7.95
|
11.40
|
15.25
|
15.73
|
16.76
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-9.67
|
7.06
|
12.03
|
16.28
|
14.27
|
|
| Baroda BNP Paribas Mid Cap Fund |
-0.95
|
10.74
|
|
|
|
|
| Bank of India Mid Cap Fund |
|
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-7.01
|
9.06
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
-4.35
|
13.08
|
|
|
|
|
| Helios Mid Cap Fund |
|
|
|
|
|
|
| Dsp Midcap Fund |
-5.96
|
8.29
|
11.76
|
14.81
|
14.31
|
|
| Edelweiss Mid Cap Fund |
-4.15
|
13.70
|
18.20
|
22.64
|
|
|
| Franklin India Mid Cap Fund |
-11.75
|
7.92
|
13.30
|
16.61
|
15.17
|
|
| HDFC Mid Cap Fund |
-3.34
|
11.79
|
18.07
|
21.81
|
19.09
|
|
| HSBC Mid Cap Fund |
-1.78
|
12.40
|
|
|
|
|
| Icici Prudential Midcap Fund |
4.75
|
15.06
|
17.44
|
20.68
|
18.06
|
|
| Invesco India Midcap Fund |
-9.60
|
13.49
|
17.92
|
21.22
|
19.55
|
|
| ITI MID Cap Fund |
-3.78
|
11.42
|
16.10
|
|
|
|
| JM Midcap Fund |
-12.44
|
7.68
|
|
|
|
|
| Kotak Midcap Fund |
-5.27
|
10.53
|
15.20
|
19.95
|
18.51
|
|
| LIC MF Midcap Fund |
-12.17
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-2.31
|
11.50
|
17.02
|
21.29
|
|
|
| Mirae Asset Midcap Fund |
-4.55
|
9.06
|
13.65
|
|
|
|
| Motilal Oswal Midcap Fund |
-27.97
|
2.71
|
14.29
|
20.00
|
18.01
|
|
| Quant Mid Cap Fund |
-16.31
|
0.12
|
10.17
|
18.92
|
18.31
|
|
| Nippon India Growth Mid Cap Fund |
-1.81
|
12.77
|
18.04
|
22.02
|
19.80
|
|
| SBI MidCap Fund |
-7.54
|
5.28
|
11.36
|
17.58
|
15.84
|
|
| Sundaram Mid Cap Fund |
-4.67
|
11.69
|
16.51
|
19.15
|
16.24
|
|
| Tata Mid Cap Fund |
-3.48
|
9.38
|
14.47
|
18.50
|
17.33
|
|
| Taurus Mid Cap Fund |
-12.45
|
1.64
|
8.49
|
13.41
|
13.46
|
|
| union midcap fund |
-4.01
|
9.77
|
14.04
|
|
|
|
| Uti Mid Cap Fund |
-8.89
|
5.24
|
10.41
|
15.83
|
14.76
|
|
| Pgim India Midcap Fund |
-12.55
|
3.92
|
8.65
|
17.13
|
16.79
|
|
| Axis Midcap Fund |
-5.61
|
9.12
|
12.64
|
16.64
|
17.12
|
|
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund | -21.96 | -21.92 | -7.35 | 15.63 | 11.36 |
| Baroda Bnp Paribas Mid Cap Fund | -18.53 | -18.70 | -5.82 | 13.33 | 10.26 |
| Canara Robeco Mid Cap Fund | -23.49 | -21.08 | -6.98 | 14.82 | 10.93 |
| Whiteoak Capital Mid Cap Fund | -17.01 | -17.09 | -4.91 | 15.30 | 11.48 |
| Dsp Midcap Fund | -21.71 | -21.23 | -7.60 | 16.10 | 11.82 |
| Edelweiss Mid Cap Fund | -17.82 | -18.50 | -4.96 | 15.41 | 11.63 |
| Franklin India Mid Cap Fund | -18.62 | -18.04 | -5.76 | 14.93 | 11.01 |
| Hdfc Mid Cap Fund | -16.36 | -16.42 | -3.82 | 13.78 | 10.37 |
| Hsbc Mid Cap Fund | -20.75 | -23.55 | -7.71 | 16.83 | 13.52 |
| Icici Prudential Midcap Fund | -20.49 | -20.27 | -5.71 | 15.88 | 11.67 |
| Invesco India Midcap Fund | -23.67 | -18.13 | -6.50 | 16.53 | 12.74 |
| Iti Mid Cap Fund | -23.43 | -22.74 | -9.26 | 16.27 | 12.25 |
| Jm Midcap Fund | -20.79 | -21.92 | -7.03 | 17.16 | 12.43 |
| Kotak Midcap Fund | -19.24 | -20.37 | -5.31 | 15.28 | 11.66 |
| Mahindra Manulife Mid Cap Fund | -22.26 | -20.91 | -8.52 | 15.29 | 11.62 |
| Mirae Asset Midcap Fund | -24.10 | -22.60 | -7.11 | 15.82 | 12.07 |
| Motilal Oswal Midcap Fund | -24.77 | -21.21 | -7.37 | 18.83 | 14.28 |
| Quant Mid Cap Fund | -26.90 | -25.01 | -9.92 | 17.39 | 12.88 |
| Nippon India Growth Mid Cap Fund | -19.98 | -19.54 | -5.52 | 15.43 | 11.47 |
| Sbi Midcap Fund | -14.75 | -17.51 | -7.86 | 13.37 | 10.08 |
| Sundaram Mid Cap Fund | -20.80 | -20.37 | -7.28 | 15.06 | 11.60 |
| Tata Mid Cap Fund | -19.52 | -21.02 | -6.35 | 14.53 | 10.93 |
| Taurus Mid Cap Fund | -20.00 | -24.07 | -6.99 | 16.62 | 11.97 |
| Union Midcap Fund | -24.10 | -20.51 | -5.96 | 15.33 | 11.76 |
| Uti Mid Cap Fund | -22.97 | -22.63 | -7.59 | 15.74 | 11.89 |
| Pgim India Midcap Fund | -23.34 | -18.56 | -7.88 | 13.84 | 10.10 |
| Axis Midcap Fund | -23.22 | -19.21 | -8.13 | 14.19 | 10.83 |
Calculated On: 27 February 2026
| 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 |
0.88
|
0.44
|
0.63
|
0.38
|
-3.63
|
0.94 |
0.91
|
-0.42
|
1.63
|
-5.4200
|
| Baroda Bnp Paribas Mid Cap Fund |
1.13
|
0.52
|
0.75
|
0.43
|
-0.03
|
0.83 |
0.94
|
-0.46
|
1.03
|
-3.1500
|
| Canara Robeco Mid Cap Fund |
0.94
|
0.45
|
0.66
|
0.44
|
-2.50
|
0.89 |
0.89
|
-0.44
|
1.42
|
-4.8900
|
| Whiteoak Capital Mid Cap Fund |
1.25
|
0.61
|
0.96
|
0.41
|
2.32
|
0.93 |
0.90
|
-0.39
|
1.95
|
1.9600
|
| Dsp Midcap Fund |
0.90
|
0.44
|
0.67
|
0.42
|
-3.32
|
0.96 |
0.90
|
-0.40
|
1.80
|
-3.9000
|
| Edelweiss Mid Cap Fund |
1.24
|
0.59
|
0.91
|
0.43
|
2.92
|
0.90 |
0.91
|
-0.40
|
1.97
|
-0.2400
|
| Franklin India Mid Cap Fund |
0.99
|
0.49
|
0.76
|
0.41
|
-1.87
|
0.91 |
0.93
|
-0.42
|
1.52
|
-3.7200
|
| Hdfc Mid Cap Fund |
1.40
|
0.69
|
0.99
|
0.40
|
3.85
|
0.86 |
0.95
|
-0.42
|
1.53
|
1.4800
|
| Hsbc Mid Cap Fund |
1.09
|
0.46
|
0.75
|
0.44
|
|
|
|
|
|
|
| Icici Prudential Midcap Fund |
1.21
|
0.60
|
0.86
|
0.44
|
1.52
|
0.97 |
0.91
|
-0.37
|
2.09
|
0.6000
|
| Invesco India Midcap Fund |
1.22
|
0.56
|
0.96
|
0.43
|
2.41
|
0.98 |
0.85
|
-0.36
|
2.30
|
1.2900
|
| Iti Mid Cap Fund |
1.08
|
0.51
|
0.74
|
0.43
|
-0.39
|
0.99 |
0.93
|
-0.37
|
2.07
|
-1.3200
|
| Jm Midcap Fund |
0.94
|
0.48
|
0.71
|
0.42
|
-2.64
|
1.03 |
0.87
|
-0.37
|
2.17
|
-2.3800
|
| Kotak Midcap Fund |
0.99
|
0.45
|
0.71
|
0.43
|
-1.18
|
0.89 |
0.85
|
-0.43
|
1.64
|
-3.9400
|
| Mahindra Manulife Mid Cap Fund |
1.19
|
0.57
|
0.81
|
0.39
|
0.91
|
0.95 |
0.96
|
-0.38
|
1.87
|
-0.6200
|
| Mirae Asset Midcap Fund |
0.93
|
0.43
|
0.65
|
0.39
|
-3.31
|
0.98 |
0.96
|
-0.39
|
1.75
|
-3.2800
|
| Motilal Oswal Midcap Fund |
0.74
|
0.35
|
0.66
|
0.47
|
-4.49
|
1.00 |
0.66
|
-0.39
|
2.36
|
-4.8800
|
| Quant Mid Cap Fund |
0.50
|
0.25
|
0.42
|
0.41
|
-10.04
|
1.00 |
0.81
|
-0.42
|
1.71
|
-11.7000
|
| Nippon India Growth Mid Cap Fund |
1.28
|
0.64
|
0.90
|
0.41
|
2.60
|
0.95 |
0.94
|
-0.38
|
2.02
|
0.9100
|
| Sbi Midcap Fund |
0.78
|
0.37
|
0.61
|
0.43
|
-4.04
|
0.79 |
0.90
|
-0.52
|
0.65
|
-8.4000
|
| Sundaram Mid Cap Fund |
1.21
|
0.56
|
0.82
|
0.43
|
1.40
|
0.93 |
0.94
|
-0.39
|
1.82
|
-0.6100
|
| Tata Mid Cap Fund |
1.07
|
0.51
|
0.71
|
0.43
|
-0.77
|
0.90 |
0.95
|
-0.42
|
1.47
|
-3.3100
|
| Taurus Mid Cap Fund |
0.57
|
0.29
|
0.46
|
0.40
|
-9.19
|
1.00 |
0.90
|
-0.42
|
1.58
|
-9.0600
|
| Union Midcap Fund |
0.95
|
0.44
|
0.69
|
0.41
|
-2.06
|
0.91 |
0.89
|
-0.42
|
1.62
|
-4.5500
|
| Uti Mid Cap Fund |
0.70
|
0.33
|
0.53
|
0.42
|
-6.97
|
0.97 |
0.93
|
-0.42
|
1.46
|
-7.5800
|
| Pgim India Midcap Fund |
0.54
|
0.26
|
0.48
|
0.43
|
-7.40
|
0.80 |
0.83
|
-0.54
|
0.55
|
-11.8800
|
| Axis Midcap Fund |
0.96
|
0.45
|
0.69
|
0.40
|
-1.50
|
0.83 |
0.84
|
-0.47
|
1.20
|
-7.0400
|