Best Mid Cap Mutual Funds December 2024

  • Hdfc Mid Cap Opportunities 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 16.14% in 1 year, 22.68% in 3 years, 26.49% in 5 years and 17.08% in 10 years. The category average for the same periods is 15.65%, 16.71%, 23.89% and 15.55% 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 33.41% in 1 year, 28.03% in 3 years, 29.94% in 5 years and 18.81% in 10 years. The category average for the same periods is 15.65%, 16.71%, 23.89% and 15.55% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.58, VaR of -15.46, Average Drawdown of -5.02, Semi Deviation …
  • Sundaram Mid Cap 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 17.96% in 1 year, 19.49% in 3 years, 21.75% in 5 years and 14.77% in 10 years. The category average for the same periods is 15.65%, 16.71%, 23.89% and 15.55% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation …
  • Edelweiss Mid Cap Fund has exhibited 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 23.63% in 1 year, 20.42% in 3 years and 27.4% in 5 years. The category average for the same periods is 15.65%, 16.71% and 23.89% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.59, VaR …
  • Kotak Emerging Equity Fund has exhibited 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 21.49% in 1 year, 18.09% in 3 years, 24.37% in 5 years and 17.34% in 10 years. The category average for the same periods is 15.65%, 16.71%, 23.89% and 15.55% respectively, which shows good return performance of fund in the category. The fund has exhibited standard …

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
33.41% 28.03% 29.94% 20.19% 18.81% 34.85% 29.46% 31.46% 21.61% 20.25% 15.58% -9.20% -15.46% 15.46% 0.78 1.01 1.65
2
16.14% 22.68% 26.49% 16.32% 17.08% 16.90% 23.52% 27.36% 17.19% 18.04% 13.73% -9.43% -16.06% 7.97% 0.81 0.80 1.40
3
23.63% 20.42% 27.40% 16.59% % 25.32% 22.19% 29.30% 18.32% % 14.59% -12.97% -16.49% 5.48% 0.82 0.68 1.17
4
21.49% 18.09% 24.37% 16.48% 17.34% 22.81% 19.47% 25.88% 17.88% 18.84% 13.39% -10.46% -15.63% 4.23% 0.75 0.61 1.08
5
17.96% 19.49% 21.75% 12.55% 14.77% 18.95% 20.53% 22.78% 13.47% 15.60% 14.32% -12.29% -14.85% 4.13% 0.84 0.65 1.14
6
14.90% 20.34% 26.27% 17.25% 17.20% 15.82% 21.31% 27.24% 18.12% 18.07% 14.45% -10.70% -17.42% 4.95% 0.85 0.69 1.20
7
27.29% 19.61% 25.41% 17.02% 16.83% 28.88% 21.20% 27.13% 18.72% 18.66% 14.77% -15.35% -19.53% 3.90% 0.84 0.58 1.10
8
18.69% 17.57% 21.09% 13.71% 14.72% 19.63% 18.55% 22.09% 14.69% 15.81% 14.59% -15.29% -16.65% 1.68% 0.89 0.55 0.98
9
15.24% 18.72% % % % 17.26% 21.10% % % % 14.78% -12.98% -15.85% 2.45% 0.85 0.57 1.01
10
16.70% 18.68% 25.29% % % 18.42% 20.57% 27.32% % % 15.37% -13.61% -20.29% 1.59% 0.92 0.54 1.01
11
13.92% 13.63% % % % 15.61% 15.34% % % % 14.57% -14.52% -18.21% 4.40% 0.92 0.37 0.72
12
12.28% 15.21% 21.98% 13.16% 14.22% 13.24% 16.24% 23.09% 14.24% 15.31% 15.38% -11.56% -17.87% -1.34% 0.93 0.42 0.79
13
11.18% 15.93% 22.27% 14.53% 15.28% 12.50% 17.34% 23.79% 15.91% 16.51% 14.13% -12.72% -17.00% -0.18% 0.83 0.47 0.86
14
19.53% 12.97% 21.03% 16.99% 15.20% 20.77% 14.25% 22.52% 18.41% 16.59% 14.06% -15.75% -16.48% -2.15% 0.78 0.34 0.64
15
11.59% 14.45% 24.94% 14.20% 15.25% 12.56% 15.47% 26.05% 15.24% 16.38% 12.91% -9.64% -17.06% 1.02% 0.74 0.43 0.81
16
11.68% 12.38% 18.21% 12.44% 14.26% 12.72% 13.46% 19.34% 13.50% 15.28% 15.40% -15.82% -19.41% -4.12% 0.87 0.34 0.60
17
11.79% 12.33% 22.41% 12.80% 13.90% 12.80% 13.40% 23.56% 13.84% 14.94% 14.44% -14.45% -19.95% -3.77% 0.88 0.34 0.62
18
7.14% 13.94% 22.89% % % 8.32% 15.25% 24.50% % % 14.89% -10.63% -17.85% -2.32% 0.87 0.40 0.73
19
11.82% 12.69% 20.23% 11.16% 13.22% 12.76% 13.67% 21.31% 12.15% 14.23% 14.94% -13.78% -18.80% -3.56% 0.85 0.34 0.63
20
7.41% 19.13% 29.97% 19.87% 17.19% 8.59% 21.04% 32.24% 21.66% 18.35% 17.13% -11.98% -20.65% 1.05% 0.96 0.48 0.88
21
9.31% 8.69% 25.97% 15.65% 14.80% 10.67% 10.20% 27.96% 17.49% 16.37% 13.89% -14.09% -15.53% -5.92% 0.77 0.22 0.38
22
-1.04% 12.72% 19.95% 12.66% 14.21% -0.64% 13.12% 20.39% 13.11% 14.73% 16.66% -12.94% -22.46% -4.92% 0.94 0.32 0.60

Return Calculated On: 13 January 2025

Ratios Calculated On: 31 December 2024

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Midcap Fund
-3.45
-6.83
-10.61
-13.43
-7.52
11.82
12.69
20.23
11.16
13.22
13.39
Nifty Midcap 150 Total Return Index
-3.92
-6.81
-10.53
-11.73
-9.07
10.80
18.18
25.64
15.64
17.58
16.25
Baroda BNP Paribas Mid Cap Fund
-3.75
-6.32
-8.46
-10.65
-7.45
16.35
Canara Robeco Mid Cap Fund
-3.90
-6.89
-11.21
-11.93
-9.59
15.85
Whiteoak Capital Mid Cap Fund
-3.95
-7.65
-9.84
-7.89
-2.22
19.30
Dsp Midcap Fund
-3.90
-6.64
-9.37
-10.99
-7.47
11.68
12.38
18.21
12.44
14.26
15.72
Edelweiss Mid Cap Fund
-3.99
-7.29
-10.49
-9.94
-3.31
23.63
20.42
27.40
16.59
Franklin India Prima Fund
-3.92
-6.89
-9.79
-9.32
-4.64
18.69
17.57
21.09
13.71
14.72
16.57
Hdfc Mid Cap Opportunities Fund
-3.40
-6.05
-9.05
-8.10
-4.97
16.14
22.68
26.49
16.32
17.08
19.13
Icici Prudential Midcap Fund
-4.08
-7.04
-12.28
-12.96
-10.50
12.28
15.21
21.98
13.16
14.22
15.25
Invesco India Midcap Fund
-4.39
-7.67
-9.89
-8.45
0.77
27.29
19.61
25.41
17.02
16.83
18.45
ITI MID Cap Fund
-4.09
-6.87
-10.85
-12.20
-13.54
15.24
18.72
JM Midcap Fund
-3.97
-7.44
-8.60
-10.89
-9.94
19.62
Kotak Emerging Equity Fund
-4.18
-6.58
-9.24
-8.98
-5.25
21.49
18.09
24.37
16.48
17.34
17.67
LIC MF Midcap Fund
-4.13
-6.08
-7.70
-9.80
-6.46
19.36
Mahindra Manulife Mid Cap Fund
-3.34
-6.38
-11.00
-12.02
-8.83
16.70
18.68
25.29
Mirae Asset Midcap Fund
-3.72
-6.61
-10.98
-12.40
-9.61
7.14
13.94
22.89
Motilal Oswal Midcap Fund
-4.98
-9.24
-11.86
-8.17
2.09
33.41
28.03
29.94
20.19
18.81
Quant Mid Cap Fund
-3.40
-5.27
-8.02
-13.26
-17.86
7.41
19.13
29.97
19.87
17.19
14.84
Nippon India Growth Fund
-3.65
-7.19
-10.70
-11.42
-6.49
14.90
20.34
26.27
17.25
17.20
15.40
Sbi Magnum Midcap Fund
-2.82
-4.67
-7.64
-8.87
-4.90
11.59
14.45
24.94
14.20
15.25
16.23
Sundaram Mid Cap Fund
-3.93
-7.36
-10.26
-10.72
-3.69
17.96
19.49
21.75
12.55
14.77
15.82
Tata Mid Cap Growth Fund
-3.24
-6.13
-8.83
-10.81
-10.19
11.18
15.93
22.27
14.53
15.28
16.35
Taurus Mid Cap Fund
-3.60
-6.42
-12.25
-14.11
-13.89
-1.04
12.72
19.95
12.66
14.21
14.09
union midcap fund
-4.16
-8.09
-11.15
-11.22
-7.78
13.92
13.63
Uti Mid Cap Fund
-4.04
-6.79
-10.39
-11.93
-8.64
11.79
12.33
22.41
12.80
13.90
16.32
Pgim India Midcap Opportunities Fund
-4.06
-6.77
-9.96
-10.38
-6.55
9.31
8.69
25.97
15.65
14.80
Axis Midcap Fund
-3.76
-6.64
-9.21
-10.31
-6.23
19.53
12.97
21.03
16.99
15.20

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Midcap 150 Total Return Index
-3.92
-6.81
-10.53
-11.73
-9.07
10.80
18.18
25.64
15.64
17.58
16.25
Aditya Birla Sun Life Midcap Fund
-3.44
-6.81
-10.55
-13.26
-7.13
12.76
13.67
21.31
12.15
14.23
Baroda BNP Paribas Mid Cap Fund
-3.74
-6.29
-8.35
-10.33
-6.77
18.05
Canara Robeco Mid Cap Fund
-3.90
-6.86
-11.11
-11.66
-8.95
17.44
Whiteoak Capital Mid Cap Fund
-3.95
-7.62
-9.72
-7.54
-1.47
21.16
Dsp Midcap Fund
-3.89
-6.62
-9.30
-10.79
-7.04
12.72
13.46
19.34
13.50
15.28
Edelweiss Mid Cap Fund
-3.98
-7.27
-10.39
-9.64
-2.65
25.32
22.19
29.30
18.32
Franklin India Prima Fund
-3.91
-6.88
-9.73
-9.14
-4.26
19.63
18.55
22.09
14.69
15.81
Hdfc Mid Cap Opportunities Fund
-3.39
-6.04
-9.00
-7.95
-4.66
16.90
23.52
27.36
17.19
18.04
Icici Prudential Midcap Fund
-4.07
-7.03
-12.22
-12.78
-10.13
13.24
16.24
23.09
14.24
15.31
Invesco India Midcap Fund
-4.38
-7.65
-9.80
-8.16
1.39
28.88
21.20
27.13
18.72
18.66
ITI MID Cap Fund
-4.08
-6.84
-10.71
-11.80
-12.79
17.26
21.10
JM Midcap Fund
-3.95
-7.41
-8.48
-10.53
-9.19
21.73
Kotak Emerging Equity Fund
-4.18
-6.56
-9.16
-8.75
-4.75
22.81
19.47
25.88
17.88
18.84
LIC MF Midcap Fund
-4.12
-6.06
-7.61
-9.57
-6.00
20.50
Mahindra Manulife Mid Cap Fund
-3.33
-6.35
-10.90
-11.71
-8.17
18.42
20.57
27.32
Mirae Asset Midcap Fund
-3.70
-6.59
-10.90
-12.16
-9.13
8.32
15.25
24.50
Motilal Oswal Midcap Fund
-4.97
-9.22
-11.79
-7.94
2.62
34.85
29.46
31.46
21.61
20.25
Quant Mid Cap Fund
-3.39
-5.25
-7.93
-13.01
-17.39
8.59
21.04
32.24
21.66
18.35
Nippon India Growth Fund
-3.64
-7.17
-10.64
-11.25
-6.12
15.82
21.31
27.24
18.12
18.07
Sbi Magnum Midcap Fund
-2.81
-4.65
-7.57
-8.67
-4.49
12.56
15.47
26.05
15.24
16.38
Sundaram Mid Cap Fund
-3.92
-7.35
-10.19
-10.54
-3.29
18.95
20.53
22.78
13.47
15.60
Tata Mid Cap Growth Fund
-3.23
-6.10
-8.74
-10.54
-9.65
12.50
17.34
23.79
15.91
16.51
Taurus Mid Cap Fund
-3.60
-6.41
-12.22
-14.03
-13.73
-0.64
13.12
20.39
13.11
14.73
union midcap fund
-4.17
-8.07
-11.04
-10.92
-7.13
15.61
15.34
Uti Mid Cap Fund
-4.03
-6.77
-10.32
-11.75
-8.25
12.80
13.40
23.56
13.84
14.94
Pgim India Midcap Opportunities Fund
-4.05
-6.75
-9.87
-10.11
-5.98
10.67
10.20
27.96
17.49
16.37
Axis Midcap Fund
-3.76
-6.62
-9.13
-10.08
-5.76
20.77
14.25
22.52
18.41
16.59

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Midcap Fund
-0.94
19.18
21.83
18.58
15.51
15.50
Baroda BNP Paribas Mid Cap Fund
2.49
Canara Robeco Mid Cap Fund
0.45
Whiteoak Capital Mid Cap Fund
10.14
Dsp Midcap Fund
2.95
20.04
18.96
17.51
15.89
16.65
Edelweiss Mid Cap Fund
11.42
28.21
28.53
24.93
Franklin India Prima Fund
7.25
25.21
23.93
20.34
17.30
17.90
Hdfc Mid Cap Opportunities Fund
4.83
27.17
28.45
24.26
20.33
19.99
Icici Prudential Midcap Fund
-3.16
20.85
23.33
20.21
17.22
17.25
Invesco India Midcap Fund
16.08
28.97
27.13
23.87
20.32
19.78
ITI MID Cap Fund
-2.75
24.87
JM Midcap Fund
3.92
Kotak Emerging Equity Fund
9.90
24.06
25.73
23.12
19.97
19.80
LIC MF Midcap Fund
8.05
Mahindra Manulife Mid Cap Fund
1.08
25.68
26.58
Mirae Asset Midcap Fund
-4.81
17.96
22.30
Motilal Oswal Midcap Fund
22.09
36.51
35.78
29.55
23.14
Quant Mid Cap Fund
-12.69
20.03
27.00
25.35
21.21
17.63
Nippon India Growth Fund
3.71
26.25
27.82
24.58
20.72
18.39
Sbi Magnum Midcap Fund
2.43
18.99
23.93
21.70
17.78
18.31
Sundaram Mid Cap Fund
5.85
26.00
25.49
21.00
17.27
17.42
Tata Mid Cap Growth Fund
-2.19
21.22
22.83
20.87
17.97
18.16
Taurus Mid Cap Fund
-13.51
14.61
18.05
17.27
15.85
16.20
union midcap fund
0.93
19.37
Uti Mid Cap Fund
-0.49
17.86
20.96
19.39
16.52
17.52
Pgim India Midcap Opportunities Fund
0.74
13.66
20.51
21.05
17.97
Axis Midcap Fund
5.56
20.18
20.57
19.84
18.21

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Midcap Fund
-0.07
20.22
22.93
19.61
16.49
Baroda BNP Paribas Mid Cap Fund
4.06
Canara Robeco Mid Cap Fund
1.90
Whiteoak Capital Mid Cap Fund
11.91
Dsp Midcap Fund
3.95
21.19
20.12
18.61
16.94
Edelweiss Mid Cap Fund
13.01
30.05
30.44
26.73
Franklin India Prima Fund
8.14
26.26
24.96
21.31
18.28
Hdfc Mid Cap Opportunities Fund
5.55
28.04
29.35
25.09
21.19
Icici Prudential Midcap Fund
-2.30
21.92
24.47
21.28
18.28
Invesco India Midcap Fund
17.59
30.63
28.85
25.53
21.99
ITI MID Cap Fund
-0.93
27.28
JM Midcap Fund
5.80
Kotak Emerging Equity Fund
11.14
25.48
27.25
24.56
21.39
LIC MF Midcap Fund
9.16
Mahindra Manulife Mid Cap Fund
2.63
27.64
28.63
Mirae Asset Midcap Fund
-3.72
19.32
23.85
Motilal Oswal Midcap Fund
23.45
38.02
37.33
30.97
24.48
Quant Mid Cap Fund
-11.64
21.78
29.22
27.41
22.81
Nippon India Growth Fund
4.58
27.28
28.85
25.50
21.58
Sbi Magnum Midcap Fund
3.36
20.06
25.07
22.77
18.82
Sundaram Mid Cap Fund
6.78
27.08
26.57
21.98
18.15
Tata Mid Cap Growth Fund
-0.98
22.70
24.36
22.34
19.29
Taurus Mid Cap Fund
-13.16
15.05
18.50
17.71
16.31
union midcap fund
2.46
21.19
Uti Mid Cap Fund
0.44
18.96
22.14
20.50
17.55
Pgim India Midcap Opportunities Fund
2.04
15.18
22.40
22.95
19.69
Axis Midcap Fund
6.70
21.49
22.00
21.28
19.60

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Midcap Fund -18.80 -13.78 -6.52 14.94 10.10
Dsp Midcap Fund -19.41 -15.82 -6.95 15.40 10.17
Edelweiss Mid Cap Fund -16.49 -12.97 -4.39 14.59 9.84
Franklin India Prima Fund -16.65 -15.29 -5.74 14.59 9.77
Hdfc Mid Cap Opportunities Fund -16.06 -9.43 -3.01 13.73 9.56
Icici Prudential Midcap Fund -17.87 -11.56 -5.13 15.38 10.59
Invesco India Midcap Fund -19.53 -15.35 -7.41 14.77 10.47
Iti Mid Cap Fund -15.85 -12.98 -5.85 14.78 10.07
Kotak Emerging Equity Fund -15.63 -10.46 -3.73 13.39 9.06
Mahindra Manulife Mid Cap Fund -20.29 -13.61 -5.90 15.37 10.88
Mirae Asset Midcap Fund -17.85 -10.63 -5.55 14.89 10.17
Motilal Oswal Midcap Fund -15.46 -9.20 -5.02 15.58 10.62
Quant Mid Cap Fund -20.65 -11.98 -8.09 17.13 11.82
Nippon India Growth Fund -17.42 -10.70 -4.26 14.45 9.86
Sbi Magnum Midcap Fund -17.06 -9.64 -5.89 12.91 8.87
Sundaram Mid Cap Fund -14.85 -12.29 -5.44 14.32 9.75
Tata Mid Cap Growth Fund -17.00 -12.72 -4.88 14.13 9.65
Taurus Mid Cap Fund -22.46 -12.94 -5.83 16.66 11.62
Union Midcap Fund -18.21 -14.52 -6.40 14.57 10.26
Uti Mid Cap Fund -19.95 -14.45 -6.25 14.44 9.77
Pgim India Midcap Opportunities Fund -15.53 -14.09 -6.39 13.89 9.02
Axis Midcap Fund -16.48 -15.75 -8.33 14.06 9.66

Calculated On: 31 December 2024

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
0.63
0.34
0.71
0.36
-3.56
0.85
0.88
0.11
1.48
-7.4200
Dsp Midcap Fund
0.60
0.34
0.65
0.38
-4.12
0.87
0.88
0.11
1.46
-6.8800
Edelweiss Mid Cap Fund
1.17
0.68
1.09
0.39
5.48
0.82
0.93
0.21
2.15
0.1700
Franklin India Prima Fund
0.98
0.55
0.87
0.40
1.68
0.89
0.93
0.16
1.85
-0.6200
Hdfc Mid Cap Opportunities Fund
1.40
0.80
1.41
0.40
7.97
0.81
0.95
0.24
2.42
3.4700
Icici Prudential Midcap Fund
0.79
0.42
0.92
0.42
-1.34
0.93
0.90
0.13
1.64
-3.4800
Invesco India Midcap Fund
1.10
0.58
0.95
0.40
3.90
0.84
0.89
0.19
2.06
-0.3000
Iti Mid Cap Fund
1.01
0.57
0.99
0.39
2.45
0.85
0.90
0.18
1.96
-1.0600
Kotak Emerging Equity Fund
1.08
0.61
1.09
0.40
4.23
0.75
0.86
0.19
2.05
-1.7500
Mahindra Manulife Mid Cap Fund
1.01
0.54
0.99
0.38
1.59
0.92
0.96
0.17
1.96
-0.7700
Mirae Asset Midcap Fund
0.73
0.40
0.90
0.40
-2.32
0.87
0.94
0.13
1.62
-4.9600
Motilal Oswal Midcap Fund
1.65
1.01
1.78
0.42
15.46
0.78
0.68
0.33
2.70
9.0800
Quant Mid Cap Fund
0.88
0.48
1.04
0.38
1.05
0.96
0.77
0.16
1.75
-0.8200
Nippon India Growth Fund
1.20
0.69
1.22
0.37
4.95
0.85
0.94
0.20
2.18
1.0200
Sbi Magnum Midcap Fund
0.81
0.43
0.92
0.38
1.02
0.74
0.87
0.14
1.65
-5.8600
Sundaram Mid Cap Fund
1.14
0.65
1.09
0.41
4.13
0.84
0.93
0.19
2.11
-0.0100
Tata Mid Cap Growth Fund
0.86
0.47
0.87
0.38
-0.18
0.83
0.94
0.15
1.77
-4.6300
Taurus Mid Cap Fund
0.60
0.32
0.77
0.39
-4.92
0.94
0.88
0.11
1.46
-6.0100
Union Midcap Fund
0.72
0.37
0.74
0.39
4.40
0.92
0.74
0.11
1.42
3.6600
Uti Mid Cap Fund
0.62
0.34
0.67
0.39
-3.77
0.88
0.93
0.10
1.42
-6.3800
Pgim India Midcap Opportunities Fund
0.38
0.22
0.52
0.43
-5.92
0.77
0.83
0.07
1.17
-11.9500
Axis Midcap Fund
0.64
0.34
0.64
0.41
-2.15
0.78
0.82
0.12
1.50
-9.6500

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 13,418.40 11,938.91 51,512.40 47,751.77 150,744.00 103,253.58 176,156.40 163,005.70 415,500.00 270,535.32 1,185,030.00 644,339.16
Baroda BNP Paribas Mid Cap Fund 13,962.00 12,161.45
Canara Robeco Mid Cap Fund 13,902.00 12,029.45
Whiteoak Capital Mid Cap Fund 14,316.00 12,650.71
Dsp Midcap Fund 13,401.60 12,191.40 51,087.60 48,333.24 138,474.00 96,301.50 190,898.40 156,893.10 455,196.00 276,074.64 1,607,994.00 712,857.06
Edelweiss Mid Cap Fund 14,835.60 12,731.57 62,859.60 54,076.14 201,390.00 121,257.84 245,935.20 204,256.42
Franklin India Prima Fund 14,242.80 12,466.91 58,500.00 51,917.51 156,216.00 108,628.20 206,455.20 173,557.86 473,964.00 297,977.40 1,796,184.00 795,359.52
Hdfc Mid Cap Opportunities Fund 13,936.80 12,312.26 66,463.20 53,319.85 194,298.00 121,033.38 242,029.20 199,443.72 580,860.00 350,838.24 2,485,008.00 955,986.48
Icici Prudential Midcap Fund 13,473.60 11,793.17 55,047.60 48,885.44 162,048.00 107,067.66 199,617.60 172,732.31 453,348.00 296,654.28 1,513,404.00 751,249.26
Invesco India Midcap Fund 15,274.80 13,023.36 61,599.60 54,636.12 186,120.00 117,292.44 252,428.40 196,715.57 568,476.00 350,674.68 2,283,282.00 938,492.10
ITI MID Cap Fund 13,828.80 11,820.24 60,246.00 51,680.38
JM Midcap Fund 14,354.40 12,253.94
Kotak Emerging Equity Fund 14,578.80 12,635.33 59,284.80 51,109.67 178,530.00 113,429.46 244,314.00 191,536.46 593,724.00 344,158.44 2,065,896.00 940,205.16
LIC MF Midcap Fund 14,323.20 12,518.30
Mahindra Manulife Mid Cap Fund 14,004.00 12,070.06 60,184.80 52,252.20 185,274.00 115,750.56
Mirae Asset Midcap Fund 12,856.80 11,684.18 53,247.60 46,941.84 168,198.00 104,431.50
Motilal Oswal Midcap Fund 16,009.20 13,394.82 75,546.00 60,363.72 222,300.00 143,797.62 304,264.80 240,388.26 672,300.00 408,645.96
Quant Mid Cap Fund 12,889.20 11,156.82 60,868.80 48,330.36 222,528.00 116,911.86 298,771.20 207,327.62 586,260.00 368,035.80 1,435,338.00 776,354.04
Nippon India Growth Fund 13,788.00 12,240.06 62,744.40 52,663.46 192,570.00 119,240.58 255,931.20 201,705.08 586,896.00 358,395.60 1,542,726.00 830,295.54
Sbi Magnum Midcap Fund 13,390.80 12,157.55 53,967.60 47,626.85 182,646.00 108,616.80 212,788.80 182,128.80 495,948.00 305,736.96 1,717,416.00 824,795.10
Sundaram Mid Cap Fund 14,155.20 12,377.74 61,416.00 52,478.42 160,512.00 112,777.50 192,124.80 177,690.66 475,704.00 297,434.88 1,630,422.00 762,092.10
Tata Mid Cap Growth Fund 13,341.60 11,856.60 56,095.20 49,137.62 163,986.00 105,788.76 217,089.60 176,873.76 497,208.00 308,951.40 1,744,308.00 813,643.20
Taurus Mid Cap Fund 11,875.20 11,100.53 51,555.60 44,750.16 148,980.00 94,185.30 193,544.40 155,544.40 453,300.00 275,607.60 1,300,788.00 685,391.58
union midcap fund 13,670.40 12,060.54 52,822.80 47,882.12
Uti Mid Cap Fund 13,414.80 11,968.38 51,026.40 46,870.78 164,898.00 101,093.76 195,199.20 167,799.24 440,808.00 285,605.04 1,738,674.00 769,222.26
Pgim India Midcap Opportunities Fund 13,117.20 12,048.34 46,220.40 44,145.00 190,314.00 99,996.00 232,478.40 177,997.68 477,252.00 308,838.60
Axis Midcap Fund 14,343.60 12,358.84 51,897.60 48,431.30 155,832.00 100,145.22 251,949.60 170,492.95 494,136.00 312,882.24

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 13,531.20 11,995.51 52,873.20 48,454.92 157,620.00 106,037.28 187,479.60 169,071.25 453,924.00 285,249.00
Baroda BNP Paribas Mid Cap Fund 14,166.00 12,262.86
Canara Robeco Mid Cap Fund 14,092.80 12,123.32
Whiteoak Capital Mid Cap Fund 14,539.20 12,762.54
Dsp Midcap Fund 13,526.40 12,256.03 52,578.00 49,115.23 145,248.00 99,043.86 203,758.80 163,202.59 497,292.00 292,192.32
Edelweiss Mid Cap Fund 15,038.40 12,831.44 65,674.80 55,429.34 216,870.00 126,873.00 272,706.00 217,665.76
Franklin India Prima Fund 14,355.60 12,523.60 59,979.60 52,670.45 162,774.00 111,358.26 219,307.20 179,664.66 520,608.00 314,142.12
Hdfc Mid Cap Opportunities Fund 14,028.00 12,358.14 67,838.40 53,954.14 201,090.00 123,634.32 255,049.20 205,429.56 630,072.00 367,575.48
Icici Prudential Midcap Fund 13,588.80 11,849.81 56,545.20 49,621.10 169,560.00 110,044.20 213,309.60 179,446.26 498,732.00 314,094.12
Invesco India Midcap Fund 15,465.60 13,117.03 64,094.40 55,865.09 199,272.00 122,190.18 279,224.40 208,623.58 664,356.00 383,990.04
ITI MID Cap Fund 14,071.20 11,939.20 63,928.80 53,402.47
JM Midcap Fund 14,607.60 12,374.56
Kotak Emerging Equity Fund 14,737.20 12,713.48 61,387.20 52,110.29 189,624.00 117,611.76 265,734.00 201,620.92 674,220.00 371,631.96
LIC MF Midcap Fund 14,460.00 12,588.64
Mahindra Manulife Mid Cap Fund 14,210.40 12,170.44 63,093.60 53,665.20 200,706.00 121,553.52
Mirae Asset Midcap Fund 12,998.40 11,756.12 55,112.40 47,850.62 179,472.00 108,417.36
Motilal Oswal Midcap Fund 16,182.00 13,477.84 78,112.80 61,557.26 235,596.00 149,084.82 330,397.20 252,697.79 758,568.00 439,327.56
Quant Mid Cap Fund 13,030.80 11,227.78 63,842.40 49,520.48 242,640.00 123,259.56 331,405.20 222,967.84 647,004.00 401,247.12
Nippon India Growth Fund 13,898.40 12,296.30 64,263.60 53,405.82 200,088.00 122,189.88 269,421.60 208,425.50 631,944.00 375,478.20
Sbi Magnum Midcap Fund 13,507.20 12,217.87 55,418.40 48,350.05 190,938.00 111,652.98 226,783.20 189,202.78 546,852.00 323,465.28
Sundaram Mid Cap Fund 14,274.00 12,437.00 63,032.40 53,257.68 167,418.00 115,727.70 203,498.40 183,968.65 511,320.00 311,934.00
Tata Mid Cap Growth Fund 13,500.00 11,936.39 58,165.20 50,154.41 174,378.00 109,758.60 236,107.20 186,350.22 553,224.00 331,755.48
Taurus Mid Cap Fund 11,923.20 11,124.61 52,110.00 45,032.26 151,728.00 95,213.22 199,004.40 158,011.98 474,012.00 282,434.76
union midcap fund 13,873.20 12,159.65 55,238.40 49,113.58
Uti Mid Cap Fund 13,536.00 12,028.62 52,495.20 47,609.60 172,830.00 104,022.84 208,126.80 174,519.32 482,856.00 302,032.44
Pgim India Midcap Opportunities Fund 13,280.40 12,132.19 48,178.80 45,118.87 205,836.00 104,695.62 259,602.00 190,379.45 546,600.00 339,003.12
Axis Midcap Fund 14,492.40 12,431.78 53,679.60 49,324.36 165,618.00 103,669.20 274,184.40 179,449.62 557,148.00 337,353.96