Mid Cap Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: मिड कैप फंड

Top Performing Mid Cap Fund

Ranking Date: 31 March 2023

Fund Name BMSMONEY Mid Cap Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Motilal Oswal Midcap 30 Fund (Mof30)

1 The Motilal Oswal Midcap 30 Fund (Mof30) is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 29.19% 38.46% -9.07% -13.20% 1.85 1.19 0.37

Kotak Emerging Equity Fund

2 The Kotak Emerging Equity Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 18.72% 32.71% -9.66% -15.39% 1.65 1.22 0.40

Sbi Magnum Midcap Fund

3 The Sbi Magnum Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 21.84% 37.06% -8.36% -13.64% 1.78 1.38 0.38

Nippon India Growth Fund

4 The Nippon India Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 21.86% 34.19% -10.18% -14.69% 1.60 1.14 0.39

Hdfc Mid Cap Opportunities Fund

5 The Hdfc Mid Cap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 28.51% 34.54% -9.43% -16.06% 1.65 1.23 0.39

Quant Mid Cap Fund

6 The Quant Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 15.38% 37.02% -11.98% -19.24% 1.80 1.19 0.42

Mirae Asset Midcap Fund

7 The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. 15.36% 32.61% -10.36% -13.62% 1.58 1.09 0.40

Edelweiss Mid Cap Fund

8 The Edelweiss Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is in top quartile. The fund has one performance parameter that is in bottom quartile. 20.98% 33.78% -12.36% -16.49% 1.55 1.13 0.40

Sundaram Mid Cap Fund

9 The Sundaram Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 20.60% 28.03% -11.14% -12.67% 1.31 0.95 0.39

Pgim India Midcap Opportunities Fund

10 The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. 13.34% 36.90% -13.48% -11.84% 1.79 1.33 0.42

Tata Mid Cap Growth Fund

11 The Tata Mid Cap Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 19.83% 28.37% -11.82% -16.12% 1.38 0.94 0.41

Uti Mid Cap Fund

12 The Uti Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 17.58% 30.24% -13.27% -14.16% 1.47 1.02 0.41

Union Midcap Fund

13 The Union Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. 16.14% 33.26% -13.83% -15.99% 1.57 1.02 0.38

Invesco India Midcap Fund

14 The Invesco India Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 19.71% 27.68% -14.57% -16.11% 1.32 0.85 0.41

Aditya Birla Sun Life Midcap Fund

15 The Aditya Birla Sun Life Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 12.18% 29.38% -12.70% -16.41% 1.35 0.89 0.36

Mahindra Manulife Mid Cap Unnati Yojana

16 The Mahindra Manulife Mid Cap Unnati Yojana is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 19.52% 29.78% -12.74% -18.97% 1.33 0.83 0.38

Axis Midcap Fund

17 The Axis Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 15.83% 24.84% -14.82% -14.34% 1.13 0.72 0.38

Bank Of India Mid & Small Cap Equity & Debt Fund

18 The Bank Of India Mid & Small Cap Equity & Debt Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. 14.18% 28.45% -17.76% -19.78% 1.38 0.75 0.40

Franklin India Prima Fund

19 The Franklin India Prima Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14 KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 22.43% 26.48% -16.74% -16.65% 1.16 0.81 0.38

Dsp Midcap Fund

20 The Dsp Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is in top quartile. The fund has 20 KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 11.91% 20.00% -16.40% -17.81% 0.94 0.60 0.44

Taurus Discovery (Midcap) Fund

21 The Taurus Discovery (Midcap) Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 21.10% 26.38% -13.71% -17.79% 1.08 0.62 0.43

Idbi Midcap Fund

22 The Idbi Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has 20 KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 15.69% 24.45% -16.68% -18.11% 1.06 0.69 0.40

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 06 June 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Midcap Fund
-0.01
21
1.06
23
5.93
10
8.51
15
3.25
11
12.18
23
29.38
13
9.81
18
Axis Midcap Fund
0.15
13
1.14
20
5.94
9
9.91
10
4.11
6
15.83
17
24.84
20
15.63
6
Franklin India Prima Fund
0.03
19
1.48
16
6.35
7
8.94
13
2.71
14
22.43
3
26.48
18
10.90
16
Mirae Asset Midcap Fund
0.20
10
1.63
15
5.56
14
7.85
17
0.07
22
15.36
20
32.61
10
Bank Of India Mid & Small Cap Equity & Debt Fund
0.54
2
1.91
7
2.83
23
6.01
23
1.95
17
14.18
21
28.45
14
11.26
15
DSP Midcap Fund
-0.01
22
1.08
22
4.91
20
7.54
19
0.74
21
11.91
24
20.00
22
10.46
17
Edelweiss Mid Cap Fund
0.24
8
1.75
11
5.41
16
9.76
11
3.46
10
20.98
7
33.78
7
14.94
10
HDFC Mid Cap Opportunities Fund
0.34
6
2.37
1
5.96
8
11.15
1
6.46
3
28.51
2
34.54
5
14.63
12
IDBI Midcap Fund
0.06
17
1.66
14
5.84
12
10.72
7
0.97
20
15.69
18
24.45
21
9.04
20
Invesco India Midcap Fund
0.10
14
1.32
17
5.00
19
10.89
4
3.65
9
19.71
10
27.68
17
15.11
8
Kotak Emerging Equity Fund
0.23
9
1.28
19
5.01
18
6.57
21
3.13
12
18.72
12
32.71
9
15.49
7
Mahindra Manulife Mid Cap Unnati Yojana
0.65
1
2.21
2
6.67
4
10.69
8
5.75
4
19.52
11
29.78
12
14.75
11
Motilal Oswal Midcap 30 Fund (Mof30)
-0.33
24
2.00
3
8.69
1
11.01
3
6.49
2
29.19
1
38.46
1
17.26
3
Nippon India Growth Fund
0.10
15
1.67
13
6.59
5
10.80
6
3.99
7
21.86
4
34.19
6
16.45
4
PGIM India Midcap Opportunities Fund
0.00
20
0.69
24
4.88
21
6.21
22
-1.81
23
13.34
22
36.90
4
18.03
2
Quant Mid Cap Fund
0.05
18
1.12
21
2.41
24
5.81
24
-3.26
24
15.38
19
37.02
3
19.45
1
SBI Magnum Midcap Fund
0.30
7
1.99
4
5.76
13
9.71
12
7.65
1
21.84
5
37.06
2
16.28
5
Sundaram Mid Cap Fund
0.20
11
1.30
18
5.47
15
8.22
16
2.17
15
20.60
8
28.03
16
9.29
19
Tata Mid Cap Growth Fund
-0.03
23
1.88
8
7.14
3
10.84
5
5.72
5
19.83
9
28.37
15
15.06
9
UTI Mid Cap Fund
0.18
12
1.72
12
6.36
6
8.63
14
2.16
16
17.58
14
30.24
11
13.07
14
Taurus Discovery (Midcap) Fund
0.07
16
1.95
6
8.00
2
11.11
2
3.84
8
21.10
6
26.38
19
13.20
13
Union Midcap Fund
0.37
4
1.87
9
5.89
11
10.37
9
2.74
13
16.14
16
33.26
8
ITI Mid Cap Fund
0.35
5
1.96
5
5.13
17
7.72
18
1.95
18
18.41
13
Baroda BNP Paribas Mid Cap Fund
0.40
3
1.78
10
3.92
22
7.16
20
1.87
19
16.24
15

Returns (Direct Plan)

As On: 06 June 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Midcap Fund
-0.01
21
1.06
23
5.93
10
8.51
15
3.25
11
12.18
23
29.38
13
9.81
18
Axis Midcap Fund
0.15
13
1.14
20
5.94
9
9.91
10
4.11
6
15.83
17
24.84
20
15.63
6
Franklin India Prima Fund
0.03
19
1.48
16
6.35
7
8.94
13
2.71
14
22.43
3
26.48
18
10.90
16
Mirae Asset Midcap Fund
0.20
10
1.63
15
5.56
14
7.85
17
0.07
22
15.36
20
32.61
10
Bank Of India Mid & Small Cap Equity & Debt Fund
0.54
2
1.91
7
2.83
23
6.01
23
1.95
17
14.18
21
28.45
14
11.26
15
DSP Midcap Fund
-0.01
22
1.08
22
4.91
20
7.54
19
0.74
21
11.91
24
20.00
22
10.46
17
Edelweiss Mid Cap Fund
0.24
8
1.75
11
5.41
16
9.76
11
3.46
10
20.98
7
33.78
7
14.94
10
HDFC Mid Cap Opportunities Fund
0.34
6
2.37
1
5.96
8
11.15
1
6.46
3
28.51
2
34.54
5
14.63
12
IDBI Midcap Fund
0.06
17
1.66
14
5.84
12
10.72
7
0.97
20
15.69
18
24.45
21
9.04
20
Invesco India Midcap Fund
0.10
14
1.32
17
5.00
19
10.89
4
3.65
9
19.71
10
27.68
17
15.11
8
Kotak Emerging Equity Fund
0.23
9
1.28
19
5.01
18
6.57
21
3.13
12
18.72
12
32.71
9
15.49
7
Mahindra Manulife Mid Cap Unnati Yojana
0.65
1
2.21
2
6.67
4
10.69
8
5.75
4
19.52
11
29.78
12
14.75
11
Motilal Oswal Midcap 30 Fund (Mof30)
-0.33
24
2.00
3
8.69
1
11.01
3
6.49
2
29.19
1
38.46
1
17.26
3
Nippon India Growth Fund
0.10
15
1.67
13
6.59
5
10.80
6
3.99
7
21.86
4
34.19
6
16.45
4
PGIM India Midcap Opportunities Fund
0.00
20
0.69
24
4.88
21
6.21
22
-1.81
23
13.34
22
36.90
4
18.03
2
Quant Mid Cap Fund
0.05
18
1.12
21
2.41
24
5.81
24
-3.26
24
15.38
19
37.02
3
19.45
1
SBI Magnum Midcap Fund
0.30
7
1.99
4
5.76
13
9.71
12
7.65
1
21.84
5
37.06
2
16.28
5
Sundaram Mid Cap Fund
0.20
11
1.30
18
5.47
15
8.22
16
2.17
15
20.60
8
28.03
16
9.29
19
Tata Mid Cap Growth Fund
-0.03
23
1.88
8
7.14
3
10.84
5
5.72
5
19.83
9
28.37
15
15.06
9
UTI Mid Cap Fund
0.18
12
1.72
12
6.36
6
8.63
14
2.16
16
17.58
14
30.24
11
13.07
14
Taurus Discovery (Midcap) Fund
0.07
16
1.95
6
8.00
2
11.11
2
3.84
8
21.10
6
26.38
19
13.20
13
Union Midcap Fund
0.37
4
1.87
9
5.89
11
10.37
9
2.74
13
16.14
16
33.26
8
ITI Mid Cap Fund
0.35
5
1.96
5
5.13
17
7.72
18
1.95
18
18.41
13
Baroda BNP Paribas Mid Cap Fund
0.40
3
1.78
10
3.92
22
7.16
20
1.87
19
16.24
15
Click on + to See Details
As On: 06 June 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

0.36
21
-1.46
24
-1.56
24
13.19
11
18.42
16

Axis Midcap Fund

0.59
17
-1.15
22
0.32
20
10.84
18
22.29
11

Franklin India Prima Fund

1.16
9
1.26
6
2.62
5
8.85
20
16.72
19

Mirae Asset Midcap Fund

1.06
10
0.75
9
0.36
19
12.81
14

Boi Axa Mid & Small Cap Equity & Debt Fund

0.92
13
1.94
5
1.62
14
12.15
16
22.91
9

Dsp Midcap Fund

0.07
24
-1.19
23
-0.61
22
5.08
22
17.63
17

Edelweiss Mid Cap Fund

0.96
12
0.46
13
2.49
9
14.69
8
25.05
4

Hdfc Mid Cap Opportunities Fund

2.20
1
3.82
1
6.08
2
17.15
5
20.20
14

Idbi Midcap Fund

0.89
14
-0.55
19
-0.29
21
6.45
21
17.44
18

Invesco India Midcap Fund

1.42
3
2.61
3
2.53
7
13.09
12
21.91
12

Kotak Emerging Equity Fund

1.19
8
0.52
12
2.57
6
14.74
7
24.41
5

Mahindra Unnati Emerging Business Yojana

0.98
11
0.41
14
1.26
17
13.55
10
22.60
10

Motilal Oswal Midcap 30 Fund (Mof30)

1.19
7
0.80
8
6.47
1
28.15
1
23.35
8

Nippon India Growth Fund

1.21
6
1.18
7
3.69
4
17.49
4
23.95
6

Pgim India Midcap Opportunities Fund

0.28
22
-0.70
21
-0.99
23
13.93
9
34.59
1

Quant Mid Cap Fund

1.53
2
3.24
2
2.50
8
20.67
2
29.44
2

Sbi Magnum Midcap Fund

0.48
19
-0.21
17
4.22
3
18.93
3
25.45
3

Sundaram Mid Cap Fund

0.83
15
-0.14
16
2.42
10
12.45
15
15.90
20

Tata Mid Cap Growth Fund

1.38
4
0.54
11
1.12
18
11.90
17
21.38
13

Uti Mid Cap Fund

0.18
23
-0.41
18
1.49
15
12.96
13
23.59
7

Taurus Discovery (Midcap) Fund

1.36
5
2.40
4
2.25
11
10.74
19
20.02
15

Union Midcap Fund

0.38
20
-0.62
20
1.96
12
15.83
6

Iti Mid Cap Fund

0.83
16
0.15
15
1.33
16

Baroda Bnp Paribas Mid Cap Fund

0.55
18
0.69
10
1.63
13
As On: 06 June 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Union Midcap Fund

0.54
20
-0.23
19
2.71
11
17.44
6

Iti Mid Cap Fund

1.07
13
0.67
15
2.38
14

Baroda Bnp Paribas Mid Cap Fund

0.68
18
1.09
8
2.44
13

Aditya Birla Sun Life Midcap Fund

0.43
21
-1.23
24
-1.09
24
14.24
12
19.52
16

Axis Midcap Fund

0.70
17
-0.86
22
0.96
19
12.34
18
23.94
11

Franklin India Prima Fund

1.22
9
1.46
6
3.03
9
9.72
20
17.74
19

Mirae Asset Midcap Fund

1.15
10
1.05
10
0.96
20
14.17
13

Boi Axa Mid & Small Cap Equity & Debt Fund

1.00
14
2.17
5
2.11
16
13.25
17
23.99
10

Dsp Midcap Fund

0.15
24
-0.94
23
-0.10
22
6.12
22
18.75
17

Edelweiss Mid Cap Fund

1.08
12
0.86
12
3.29
6
16.41
7
27.01
3

Hdfc Mid Cap Opportunities Fund

2.27
1
4.00
1
6.45
2
17.97
5
21.05
14

Idbi Midcap Fund

0.98
15
-0.32
21
0.14
21
7.36
21
18.58
18

Invesco India Midcap Fund

1.53
3
2.96
3
3.23
7
14.77
11
23.69
12

Kotak Emerging Equity Fund

1.29
7
0.84
14
3.21
8
16.15
8
26.00
5

Mahindra Unnati Emerging Business Yojana

1.12
11
0.85
13
2.14
15
15.50
10
24.64
9

Motilal Oswal Midcap 30 Fund (Mof30)

1.29
6
1.09
9
7.07
1
29.65
1
24.85
6

Nippon India Growth Fund

1.28
8
1.39
7
4.11
4
18.45
4
24.84
7

Pgim India Midcap Opportunities Fund

0.42
22
-0.31
20
-0.24
23
15.85
9
36.96
1

Quant Mid Cap Fund

1.70
2
3.76
2
3.47
5
23.20
2
31.69
2

Sbi Magnum Midcap Fund

0.55
19
0.01
17
4.68
3
19.97
3
26.57
4

Sundaram Mid Cap Fund

0.90
16
0.09
16
2.85
10
13.39
15
16.84
20

Tata Mid Cap Growth Fund

1.50
4
0.87
11
1.77
18
13.38
16
22.94
13

Uti Mid Cap Fund

0.26
23
-0.16
18
1.96
17
14.10
14
24.70
8

Taurus Discovery (Midcap) Fund

1.40
5
2.49
4
2.44
12
11.12
19
20.52
15
As On: 31 March 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

-16.41
14
-12.70
11
-4.44
9
16.85
8
10.84
11

Axis Midcap Fund

-14.34
7
-14.82
18
-5.12
17
15.73
2
10.07
2

Franklin India Prima Fund

-16.65
16
-16.74
21
-5.27
18
18.18
19
10.91
12

Mirae Asset Midcap Fund

-13.62
4
-10.36
6
-4.91
15
17.46
16
10.97
14

Bank Of India Mid & Small Cap Equity & Debt Fund

-19.78
22
-17.76
22
-5.37
19
15.64
1
11.22
16

Dsp Midcap Fund

-17.81
18
-16.40
19
-4.34
8
16.50
7
10.10
3

Edelweiss Mid Cap Fund

-16.49
15
-12.36
10
-4.62
11
18.03
18
11.08
15

Hdfc Mid Cap Opportunities Fund

-16.06
11
-9.43
3
-3.06
1
17.34
13
10.51
7

Idbi Midcap Fund

-18.11
19
-16.68
20
-6.18
22
18.33
20
11.37
18

Invesco India Midcap Fund

-16.11
12
-14.57
17
-3.57
6
16.35
6
10.66
8

Kotak Emerging Equity Fund

-15.39
9
-9.66
4
-3.44
5
16.94
9
10.23
5

Mahindra Manulife Mid Cap Unnati Yojana

-18.97
20
-12.74
12
-3.22
3
17.16
11
11.33
17

Motilal Oswal Midcap 30 Fund (Mof30)

-13.20
3
-9.07
2
-4.74
13
15.73
3
10.72
9

Nippon India Growth Fund

-14.69
8
-10.18
5
-4.73
12
17.41
15
10.96
13

Pgim India Midcap Opportunities Fund

-11.84
1
-13.48
14
-4.83
14
18.88
21
11.99
21

Quant Mid Cap Fund

-19.24
21
-11.98
9
-5.89
20
19.20
22
12.53
22

Sbi Magnum Midcap Fund

-13.64
5
-8.36
1
-5.09
16
17.23
12
10.36
6

Sundaram Mid Cap Fund

-12.67
2
-11.14
7
-3.16
2
16.34
5
9.90
1

Tata Mid Cap Growth Fund

-16.12
13
-11.82
8
-3.93
7
16.32
4
10.21
4

Uti Mid Cap Fund

-14.16
6
-13.27
13
-3.30
4
16.99
10
10.74
10

Taurus Discovery (Midcap) Fund

-17.79
17
-13.71
15
-4.49
10
17.81
17
11.91
20

Union Midcap Fund

-15.99
10
-13.83
16
-6.04
21
17.38
14
11.50
19

Baroda Bnp Paribas Mid Cap Fund

As On: 31 March 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

1.35
14
0.89
14
1.39
15
0.36
-0.35
15 0.81 16
0.91
14
0.28
13
2.74
13
-0.0756
14

Axis Midcap Fund

1.13
19
0.72
19
1.05
20
0.38
-1.58
17 0.81 17
0.87
17
0.22
19
2.27
20
-0.0788
16

Franklin India Prima Fund

1.16
18
0.81
17
1.11
18
0.38
-5.77
18 0.93 2
0.95
2
0.23
17
2.41
17
-0.0849
17

Mirae Asset Midcap Fund

1.58
8
1.09
9
1.80
8
0.40
3.15
9 0.85 11
0.94
5
0.32
7
3.04
7
-0.0242
11

Bank Of India Mid & Small Cap Equity & Debt Fund

1.38
13
0.75
18
1.09
19
0.40

Dsp Midcap Fund

0.94
22
0.60
22
0.90
22
0.44
-7.88
21 0.81 18
0.93
8
0.19
21
2.15
21
-0.1537
21

Edelweiss Mid Cap Fund

1.55
10
1.13
8
1.65
9
0.40
2.41
10 0.88 5
0.94
4
0.32
8
2.99
8
-0.0206
8

Hdfc Mid Cap Opportunities Fund

1.65
5
1.23
3
1.94
4
0.39
3.91
7 0.86 9
0.96
1
0.33
6
3.13
6
-0.0141
6

Idbi Midcap Fund

1.06
21
0.69
20
1.05
21
0.40
-7.17
20 0.90 3
0.94
6
0.22
20
2.33
19
-0.1110
19

Invesco India Midcap Fund

1.32
16
0.85
15
1.23
16
0.41
-0.96
16 0.80 20
0.92
10
0.27
14
2.69
14
-0.0885
18

Kotak Emerging Equity Fund

1.65
6
1.22
4
1.88
5
0.40
4.26
6 0.83 14
0.95
3
0.33
5
3.13
5
-0.0214
9

Mahindra Manulife Mid Cap Unnati Yojana

1.33
15
0.83
16
1.39
14
0.38
1.57
11 0.88 6
0.87
18
0.26
15
2.53
15
-0.0240
10

Motilal Oswal Midcap 30 Fund (Mof30)

1.85
1
1.19
5
2.01
3
0.37
10.01
2 0.72 21
0.82
20
0.41
2
3.41
1
-0.0079
5

Nippon India Growth Fund

1.60
7
1.14
7
1.83
7
0.39
5.22
5 0.93 1
0.93
7
0.30
10
2.86
9
0.0286
3

Pgim India Midcap Opportunities Fund

1.79
3
1.33
2
1.84
6
0.42
8.28
3 0.89 4
0.88
16
0.38
3
3.30
2
0.0421
2

Quant Mid Cap Fund

1.80
2
1.19
6
2.01
2
0.42
12.64
1 0.82 15
0.67
21
0.42
1
3.22
3
0.0594
1

Sbi Magnum Midcap Fund

1.78
4
1.38
1
2.17
1
0.38
7.24
4 0.85 13
0.89
15
0.36
4
3.21
4
0.0172
4

Sundaram Mid Cap Fund

1.31
17
0.95
12
1.42
13
0.39
0.59
13 0.86 8
0.92
12
0.25
16
2.50
16
-0.0400
12

Tata Mid Cap Growth Fund

1.38
12
0.94
13
1.43
12
0.41
0.07
14 0.80 19
0.93
9
0.28
12
2.78
12
-0.0779
15

Uti Mid Cap Fund

1.47
11
1.02
11
1.45
11
0.41
1.09
12 0.85 12
0.92
11
0.29
11
2.81
11
-0.0442
13

Taurus Discovery (Midcap) Fund

1.08
20
0.62
21
1.17
17
0.43
-5.97
19 0.86 10
0.91
13
0.22
18
2.36
18
-0.1137
20

Union Midcap Fund

1.57
9
1.02
10
1.52
10
0.38
3.56
8 0.86 7
0.83
19
0.32
9
2.85
10
-0.0151
7

Baroda Bnp Paribas Mid Cap Fund





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More Mutual Fund Analysis Article

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.

  1. Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
  2. Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
  3. Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)