Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Mid Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Hdfc Mid Cap Opportunities Fund |
1 | The Hdfc Mid Cap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% 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. | 34.04% | 30.56% | -9.43% | -16.06% | 1.69 | 1.12 | 0.41 |
|
Nippon India Growth Fund |
2 | The Nippon India Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has 16<sup>th</sup> 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 has first performance parameter that is in bottom quartile. | 34.57% | 30.73% | -10.18% | -14.69% | 1.64 | 1.05 | 0.41 |
|
Motilal Oswal Midcap 30 Fund (Mof30) |
3 | The Motilal Oswal Midcap 30 Fund (Mof30) is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has 16<sup>th</sup> 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 has first performance parameter that is in bottom quartile. | 29.24% | 33.58% | -9.07% | -13.20% | 1.83 | 1.16 | 0.39 |
|
Kotak Emerging Equity Fund |
4 | The Kotak Emerging Equity Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 23.65% | 26.30% | -9.66% | -15.39% | 1.53 | 1.02 | 0.42 |
|
Sbi Magnum Midcap Fund |
5 | The Sbi Magnum Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% 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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 25.67% | 29.17% | -8.36% | -13.64% | 1.72 | 1.19 | 0.42 |
|
Edelweiss Mid Cap Fund |
6 | The Edelweiss Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 26.88% | 27.71% | -12.36% | -16.49% | 1.42 | 0.93 | 0.40 |
|
Mirae Asset Midcap Fund |
7 | The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 23.53% | 27.01% | -10.36% | -13.62% | 1.58 | 0.98 | 0.42 |
|
Tata Mid Cap Growth Fund |
8 | The Tata Mid Cap Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 30.89% | 25.18% | -11.82% | -16.12% | 1.41 | 0.87 | 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 23<sup>rd</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 29.36% | 25.53% | -11.14% | -12.67% | 1.34 | 0.91 | 0.41 |
|
Quant Mid Cap Fund |
10 | The Quant Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% 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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 25.47% | 35.45% | -11.98% | -19.24% | 1.68 | 1.01 | 0.36 |
|
Mahindra Manulife Mid Cap Unnati Yojana |
11 | The Mahindra Manulife Mid Cap Unnati Yojana is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 34.24% | 29.85% | -12.74% | -18.97% | 1.45 | 0.83 | 0.40 |
|
Invesco India Midcap Fund |
12 | The Invesco India Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 25.31% | 24.09% | -14.57% | -16.11% | 1.21 | 0.71 | 0.40 |
|
Franklin India Prima Fund |
13 | The Franklin India Prima Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund does not have any KPI that are top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 24.76% | 21.55% | -16.74% | -16.65% | 1.14 | 0.72 | 0.43 |
|
Taurus Discovery (Midcap) Fund |
14 | The Taurus Discovery (Midcap) Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 28.86% | 24.48% | -13.71% | -17.79% | 1.12 | 0.60 | 0.40 |
|
Bank Of India Mid & Small Cap Equity & Debt Fund |
15 | The Bank Of India Mid & Small Cap Equity & Debt Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. | 29.79% | 25.70% | -17.76% | -19.78% | 1.32 | 0.66 | 0.39 |
|
Uti Mid Cap Fund |
16 | The Uti Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 22.68% | 23.55% | -13.27% | -14.16% | 1.30 | 0.80 | 0.41 |
|
Aditya Birla Sun Life Midcap Fund |
17 | The Aditya Birla Sun Life Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 25.78% | 25.09% | -12.70% | -16.41% | 1.38 | 0.82 | 0.40 |
|
Axis Midcap Fund |
18 | The Axis Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 18<sup>th</sup> KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 18.84% | 19.27% | -14.82% | -14.34% | 1.02 | 0.62 | 0.39 |
|
Union Midcap Fund |
19 | The Union Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund does not have any KPI that are top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. | 23.44% | 26.40% | -13.83% | -15.99% | 1.33 | 0.78 | 0.36 |
|
Pgim India Midcap Opportunities Fund |
20 | The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 12.62% | 25.60% | -13.48% | -11.84% | 1.33 | 0.86 | 0.41 |
|
Dsp Midcap Fund |
21 | The Dsp Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 26.39% | 17.35% | -16.40% | -17.81% | 0.82 | 0.46 | 0.43 |
****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.
| 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 |
0.76
|
7 |
1.60
|
4 |
6.57
|
18 |
6.25
|
17 |
21.94
|
14 |
25.78
|
12 |
25.09
|
15 |
15.88
|
19 |
| Baroda BNP Paribas Mid Cap Fund |
0.77
|
6 |
1.00
|
14 |
7.52
|
14 |
6.50
|
15 |
22.47
|
12 |
24.11
|
17 |
|
|
||
| Bank Of India Mid & Small Cap Equity & Debt Fund |
0.84
|
2 |
1.53
|
8 |
9.41
|
2 |
11.53
|
1 |
26.98
|
4 |
29.79
|
5 |
25.70
|
11 |
19.16
|
13 |
| DSP Midcap Fund |
0.67
|
14 |
1.57
|
7 |
8.73
|
7 |
7.43
|
12 |
24.52
|
9 |
26.39
|
11 |
17.35
|
21 |
16.91
|
16 |
| Edelweiss Mid Cap Fund |
0.81
|
5 |
1.28
|
10 |
9.18
|
3 |
9.14
|
7 |
22.27
|
13 |
26.88
|
10 |
27.71
|
7 |
21.96
|
5 |
| Franklin India Prima Fund |
0.59
|
18 |
1.06
|
13 |
8.32
|
8 |
7.97
|
9 |
21.23
|
15 |
24.76
|
16 |
21.55
|
19 |
16.56
|
18 |
| HDFC Mid Cap Opportunities Fund |
0.74
|
8 |
0.97
|
15 |
7.88
|
12 |
7.81
|
10 |
26.87
|
5 |
34.04
|
3 |
30.56
|
4 |
21.66
|
7 |
| IDBI Midcap Fund |
|
|
|
|
|
|
|
|
||||||||
| Invesco India Midcap Fund |
0.57
|
19 |
1.08
|
12 |
7.70
|
13 |
7.57
|
11 |
19.98
|
17 |
25.31
|
15 |
24.09
|
17 |
19.36
|
12 |
| ITI Mid Cap Fund |
0.81
|
4 |
1.81
|
2 |
9.71
|
1 |
9.99
|
5 |
25.65
|
6 |
27.72
|
9 |
|
|
||
| Kotak Emerging Equity Fund |
0.60
|
17 |
0.94
|
17 |
5.99
|
22 |
5.56
|
18 |
19.34
|
20 |
23.65
|
18 |
26.30
|
10 |
21.45
|
9 |
| Mahindra Manulife Mid Cap Unnati Yojana |
0.54
|
20 |
1.59
|
5 |
8.06
|
11 |
8.87
|
8 |
27.78
|
2 |
34.24
|
2 |
29.85
|
5 |
21.53
|
8 |
| Mirae Asset Midcap Fund |
0.73
|
10 |
1.27
|
11 |
6.69
|
17 |
4.91
|
21 |
22.96
|
11 |
23.53
|
19 |
27.01
|
8 |
|
|
| Motilal Oswal Midcap 30 Fund (Mof30) |
0.68
|
13 |
0.44
|
23 |
8.12
|
10 |
10.19
|
4 |
20.67
|
16 |
29.24
|
7 |
33.58
|
2 |
23.22
|
3 |
| Quant Mid Cap Fund |
0.69
|
11 |
1.97
|
1 |
8.79
|
6 |
11.14
|
2 |
29.21
|
1 |
25.47
|
14 |
35.45
|
1 |
25.37
|
1 |
| Nippon India Growth Fund |
0.83
|
3 |
1.58
|
6 |
9.05
|
5 |
10.61
|
3 |
27.71
|
3 |
34.57
|
1 |
30.73
|
3 |
23.16
|
4 |
| SBI Magnum Midcap Fund |
0.61
|
15 |
0.46
|
22 |
6.01
|
21 |
6.52
|
14 |
18.13
|
21 |
25.67
|
13 |
29.17
|
6 |
21.84
|
6 |
| Sundaram Mid Cap Fund |
0.74
|
9 |
0.94
|
16 |
9.06
|
4 |
9.29
|
6 |
25.24
|
7 |
29.36
|
6 |
25.53
|
13 |
16.74
|
17 |
| Tata Mid Cap Growth Fund |
0.61
|
16 |
1.35
|
9 |
8.20
|
9 |
6.99
|
13 |
24.68
|
8 |
30.89
|
4 |
25.18
|
14 |
20.93
|
10 |
| Taurus Discovery (Midcap) Fund |
0.98
|
1 |
1.76
|
3 |
6.51
|
19 |
4.73
|
22 |
23.74
|
10 |
28.86
|
8 |
24.48
|
16 |
19.38
|
11 |
| Union Midcap Fund |
0.51
|
21 |
0.57
|
21 |
7.30
|
15 |
6.39
|
16 |
19.96
|
18 |
23.44
|
20 |
26.40
|
9 |
|
|
| UTI Mid Cap Fund |
0.69
|
12 |
0.62
|
20 |
6.11
|
20 |
5.35
|
20 |
19.73
|
19 |
22.68
|
21 |
23.55
|
18 |
18.95
|
14 |
| PGIM India Midcap Opportunities Fund |
0.46
|
23 |
0.62
|
19 |
7.06
|
16 |
5.43
|
19 |
12.98
|
23 |
12.62
|
23 |
25.60
|
12 |
23.67
|
2 |
| Axis Midcap Fund |
0.47
|
22 |
0.66
|
18 |
5.99
|
23 |
4.33
|
23 |
14.05
|
22 |
18.84
|
22 |
19.27
|
20 |
18.75
|
15 |
| 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 |
0.76
|
7 |
1.60
|
4 |
6.57
|
18 |
6.25
|
17 |
21.94
|
14 |
25.78
|
12 |
25.09
|
15 |
15.88
|
19 |
| Baroda BNP Paribas Mid Cap Fund |
0.77
|
6 |
1.00
|
14 |
7.52
|
14 |
6.50
|
15 |
22.47
|
12 |
24.11
|
17 |
|
|
||
| Bank Of India Mid & Small Cap Equity & Debt Fund |
0.84
|
2 |
1.53
|
8 |
9.41
|
2 |
11.53
|
1 |
26.98
|
4 |
29.79
|
5 |
25.70
|
11 |
19.16
|
13 |
| DSP Midcap Fund |
0.67
|
14 |
1.57
|
7 |
8.73
|
7 |
7.43
|
12 |
24.52
|
9 |
26.39
|
11 |
17.35
|
21 |
16.91
|
16 |
| Edelweiss Mid Cap Fund |
0.81
|
5 |
1.28
|
10 |
9.18
|
3 |
9.14
|
7 |
22.27
|
13 |
26.88
|
10 |
27.71
|
7 |
21.96
|
5 |
| Franklin India Prima Fund |
0.59
|
18 |
1.06
|
13 |
8.32
|
8 |
7.97
|
9 |
21.23
|
15 |
24.76
|
16 |
21.55
|
19 |
16.56
|
18 |
| HDFC Mid Cap Opportunities Fund |
0.74
|
8 |
0.97
|
15 |
7.88
|
12 |
7.81
|
10 |
26.87
|
5 |
34.04
|
3 |
30.56
|
4 |
21.66
|
7 |
| IDBI Midcap Fund |
|
|
|
|
|
|
|
|
||||||||
| Invesco India Midcap Fund |
0.57
|
19 |
1.08
|
12 |
7.70
|
13 |
7.57
|
11 |
19.98
|
17 |
25.31
|
15 |
24.09
|
17 |
19.36
|
12 |
| ITI Mid Cap Fund |
0.81
|
4 |
1.81
|
2 |
9.71
|
1 |
9.99
|
5 |
25.65
|
6 |
27.72
|
9 |
|
|
||
| Kotak Emerging Equity Fund |
0.60
|
17 |
0.94
|
17 |
5.99
|
22 |
5.56
|
18 |
19.34
|
20 |
23.65
|
18 |
26.30
|
10 |
21.45
|
9 |
| Mahindra Manulife Mid Cap Unnati Yojana |
0.54
|
20 |
1.59
|
5 |
8.06
|
11 |
8.87
|
8 |
27.78
|
2 |
34.24
|
2 |
29.85
|
5 |
21.53
|
8 |
| Mirae Asset Midcap Fund |
0.73
|
10 |
1.27
|
11 |
6.69
|
17 |
4.91
|
21 |
22.96
|
11 |
23.53
|
19 |
27.01
|
8 |
|
|
| Motilal Oswal Midcap 30 Fund (Mof30) |
0.68
|
13 |
0.44
|
23 |
8.12
|
10 |
10.19
|
4 |
20.67
|
16 |
29.24
|
7 |
33.58
|
2 |
23.22
|
3 |
| Quant Mid Cap Fund |
0.69
|
11 |
1.97
|
1 |
8.79
|
6 |
11.14
|
2 |
29.21
|
1 |
25.47
|
14 |
35.45
|
1 |
25.37
|
1 |
| Nippon India Growth Fund |
0.83
|
3 |
1.58
|
6 |
9.05
|
5 |
10.61
|
3 |
27.71
|
3 |
34.57
|
1 |
30.73
|
3 |
23.16
|
4 |
| SBI Magnum Midcap Fund |
0.61
|
15 |
0.46
|
22 |
6.01
|
21 |
6.52
|
14 |
18.13
|
21 |
25.67
|
13 |
29.17
|
6 |
21.84
|
6 |
| Sundaram Mid Cap Fund |
0.74
|
9 |
0.94
|
16 |
9.06
|
4 |
9.29
|
6 |
25.24
|
7 |
29.36
|
6 |
25.53
|
13 |
16.74
|
17 |
| Tata Mid Cap Growth Fund |
0.61
|
16 |
1.35
|
9 |
8.20
|
9 |
6.99
|
13 |
24.68
|
8 |
30.89
|
4 |
25.18
|
14 |
20.93
|
10 |
| Taurus Discovery (Midcap) Fund |
0.98
|
1 |
1.76
|
3 |
6.51
|
19 |
4.73
|
22 |
23.74
|
10 |
28.86
|
8 |
24.48
|
16 |
19.38
|
11 |
| Union Midcap Fund |
0.51
|
21 |
0.57
|
21 |
7.30
|
15 |
6.39
|
16 |
19.96
|
18 |
23.44
|
20 |
26.40
|
9 |
|
|
| UTI Mid Cap Fund |
0.69
|
12 |
0.62
|
20 |
6.11
|
20 |
5.35
|
20 |
19.73
|
19 |
22.68
|
21 |
23.55
|
18 |
18.95
|
14 |
| PGIM India Midcap Opportunities Fund |
0.46
|
23 |
0.62
|
19 |
7.06
|
16 |
5.43
|
19 |
12.98
|
23 |
12.62
|
23 |
25.60
|
12 |
23.67
|
2 |
| Axis Midcap Fund |
0.47
|
22 |
0.66
|
18 |
5.99
|
23 |
4.33
|
23 |
14.05
|
22 |
18.84
|
22 |
19.27
|
20 |
18.75
|
15 |
| 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 |
1.81
|
17 |
4.94
|
11 |
9.13
|
21 |
12.79
|
9 |
19.06
|
16 |
| Axis Midcap Fund |
1.35
|
21 |
4.01
|
17 |
10.80
|
18 |
9.54
|
19 |
22.36
|
12 |
| Franklin India Prima Fund |
2.24
|
10 |
4.41
|
14 |
12.47
|
9 |
8.32
|
20 |
16.96
|
19 |
| Mirae Asset Midcap Fund |
2.25
|
9 |
3.05
|
21 |
10.92
|
17 |
12.54
|
11 |
|
|
| Boi Axa Mid & Small Cap Equity & Debt Fund |
2.36
|
7 |
4.37
|
15 |
9.61
|
20 |
12.09
|
14 |
23.94
|
9 |
| Dsp Midcap Fund |
1.86
|
16 |
3.72
|
20 |
8.77
|
22 |
4.56
|
21 |
17.07
|
18 |
| Edelweiss Mid Cap Fund |
1.93
|
15 |
5.32
|
9 |
12.24
|
11 |
14.02
|
7 |
25.45
|
4 |
| Hdfc Mid Cap Opportunities Fund |
2.69
|
4 |
5.89
|
5 |
17.66
|
1 |
17.05
|
4 |
21.12
|
14 |
| Invesco India Midcap Fund |
2.17
|
11 |
5.16
|
10 |
12.43
|
10 |
12.63
|
10 |
22.45
|
11 |
| Kotak Emerging Equity Fund |
2.02
|
14 |
3.92
|
19 |
11.61
|
15 |
14.52
|
6 |
24.75
|
5 |
| Mahindra Unnati Emerging Business Yojana |
2.45
|
5 |
6.16
|
3 |
13.46
|
6 |
12.48
|
12 |
22.85
|
10 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.72
|
18 |
6.30
|
2 |
15.62
|
2 |
24.53
|
1 |
24.24
|
8 |
| Nippon India Growth Fund |
3.35
|
1 |
5.73
|
6 |
14.25
|
3 |
17.01
|
5 |
24.39
|
6 |
| Pgim India Midcap Opportunities Fund |
0.97
|
23 |
2.08
|
23 |
8.07
|
23 |
9.73
|
18 |
35.66
|
1 |
| Quant Mid Cap Fund |
2.15
|
12 |
6.41
|
1 |
13.40
|
7 |
19.51
|
2 |
30.86
|
2 |
| Sbi Magnum Midcap Fund |
1.33
|
22 |
6.13
|
4 |
13.51
|
5 |
17.59
|
3 |
26.43
|
3 |
| Sundaram Mid Cap Fund |
2.78
|
3 |
4.36
|
16 |
12.98
|
8 |
12.32
|
13 |
16.59
|
20 |
| Tata Mid Cap Growth Fund |
2.11
|
13 |
5.49
|
7 |
12.13
|
13 |
11.16
|
16 |
21.48
|
13 |
| Uti Mid Cap Fund |
1.68
|
20 |
3.01
|
22 |
11.82
|
14 |
11.98
|
15 |
24.35
|
7 |
| Taurus Discovery (Midcap) Fund |
2.97
|
2 |
4.76
|
12 |
13.96
|
4 |
10.62
|
17 |
20.38
|
15 |
| Union Midcap Fund |
1.69
|
19 |
5.37
|
8 |
11.50
|
16 |
14.02
|
8 |
|
|
| Iti Mid Cap Fund |
2.34
|
8 |
4.48
|
13 |
12.13
|
12 |
|
|
||
| Baroda Bnp Paribas Mid Cap Fund |
2.37
|
6 |
4.00
|
18 |
10.77
|
19 |
|
|
||
| Idbi Midcap Fund |
|
|
|
|
17.96
|
17 | ||||
| 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 |
1.87
|
17 |
5.17
|
11 |
9.66
|
21 |
13.79
|
12 |
20.16
|
16 |
| Axis Midcap Fund |
1.44
|
21 |
4.27
|
18 |
11.44
|
19 |
10.97
|
19 |
24.02
|
12 |
| Franklin India Prima Fund |
2.33
|
10 |
4.64
|
15 |
12.98
|
12 |
9.19
|
20 |
17.92
|
19 |
| Mirae Asset Midcap Fund |
2.34
|
9 |
3.33
|
21 |
11.60
|
18 |
13.92
|
11 |
|
|
| Boi Axa Mid & Small Cap Equity & Debt Fund |
2.44
|
8 |
4.69
|
14 |
10.09
|
20 |
13.11
|
14 |
25.04
|
9 |
| Dsp Midcap Fund |
1.94
|
16 |
3.97
|
20 |
9.32
|
22 |
5.60
|
21 |
18.19
|
18 |
| Edelweiss Mid Cap Fund |
2.06
|
15 |
5.71
|
9 |
13.08
|
11 |
15.83
|
7 |
27.40
|
4 |
| Hdfc Mid Cap Opportunities Fund |
2.75
|
4 |
6.08
|
5 |
18.08
|
1 |
17.86
|
5 |
21.97
|
14 |
| Invesco India Midcap Fund |
2.27
|
12 |
5.50
|
10 |
13.15
|
10 |
14.23
|
10 |
24.24
|
11 |
| Kotak Emerging Equity Fund |
2.12
|
14 |
4.22
|
19 |
12.30
|
16 |
15.95
|
6 |
26.35
|
5 |
| Mahindra Unnati Emerging Business Yojana |
2.58
|
5 |
6.59
|
3 |
14.45
|
5 |
14.42
|
9 |
24.91
|
10 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.81
|
18 |
6.60
|
2 |
16.26
|
2 |
25.97
|
1 |
25.75
|
6 |
| Nippon India Growth Fund |
3.43
|
1 |
5.95
|
6 |
14.70
|
4 |
17.89
|
4 |
25.28
|
8 |
| Pgim India Midcap Opportunities Fund |
1.09
|
23 |
2.46
|
23 |
8.82
|
23 |
11.45
|
17 |
38.08
|
1 |
| Quant Mid Cap Fund |
2.27
|
11 |
7.02
|
1 |
14.99
|
3 |
21.98
|
2 |
33.20
|
2 |
| Sbi Magnum Midcap Fund |
1.41
|
22 |
6.37
|
4 |
14.02
|
7 |
18.64
|
3 |
27.54
|
3 |
| Sundaram Mid Cap Fund |
2.85
|
3 |
4.58
|
16 |
13.45
|
8 |
13.27
|
13 |
17.54
|
20 |
| Tata Mid Cap Growth Fund |
2.21
|
13 |
5.80
|
7 |
12.79
|
13 |
12.63
|
16 |
23.04
|
13 |
| Uti Mid Cap Fund |
1.76
|
20 |
3.25
|
22 |
12.32
|
14 |
13.08
|
15 |
25.52
|
7 |
| Taurus Discovery (Midcap) Fund |
3.00
|
2 |
4.83
|
13 |
14.17
|
6 |
11.05
|
18 |
20.87
|
15 |
| Union Midcap Fund |
1.80
|
19 |
5.77
|
8 |
12.32
|
15 |
15.78
|
8 |
|
|
| Iti Mid Cap Fund |
2.51
|
6 |
5.01
|
12 |
13.25
|
9 |
|
|
||
| Baroda Bnp Paribas Mid Cap Fund |
2.49
|
7 |
4.43
|
17 |
11.68
|
17 |
|
|
||
| Idbi Midcap Fund |
|
|
|
|
19.00
|
17 | ||||
| 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 |
-3.80
|
6 |
14.64
|
8 |
9.94
|
13 |
| Baroda Bnp Paribas Mid Cap Fund |
|
|
|
|
|
|||||
| Bank Of India Mid & Small Cap Equity & Debt Fund |
-19.78
|
21 |
-17.76
|
21 |
-6.40
|
20 |
13.89
|
1 |
10.37
|
17 |
| Dsp Midcap Fund |
-17.81
|
18 |
-16.40
|
19 |
-5.88
|
15 |
14.20
|
3 |
9.44
|
6 |
| Edelweiss Mid Cap Fund |
-16.49
|
15 |
-12.36
|
10 |
-5.31
|
13 |
15.56
|
17 |
9.89
|
11 |
| Franklin India Prima Fund |
-16.65
|
16 |
-16.74
|
20 |
-7.62
|
21 |
15.53
|
16 |
9.76
|
9 |
| Hdfc Mid Cap Opportunities Fund |
-16.06
|
11 |
-9.43
|
3 |
-2.86
|
1 |
14.99
|
13 |
9.66
|
7 |
| Idbi Midcap Fund |
|
|
|
|
|
|||||
| Invesco India Midcap Fund |
-16.11
|
12 |
-14.57
|
17 |
-4.13
|
8 |
14.67
|
9 |
9.95
|
14 |
| Kotak Emerging Equity Fund |
-15.39
|
9 |
-9.66
|
4 |
-3.76
|
4 |
14.41
|
5 |
8.98
|
1 |
| Mahindra Manulife Mid Cap Unnati Yojana |
-18.97
|
19 |
-12.74
|
12 |
-3.62
|
3 |
15.98
|
19 |
11.16
|
19 |
| Mirae Asset Midcap Fund |
-13.62
|
4 |
-10.36
|
6 |
-5.49
|
14 |
14.89
|
12 |
9.88
|
10 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
-13.20
|
3 |
-9.07
|
2 |
-4.13
|
9 |
14.57
|
6 |
9.93
|
12 |
| Quant Mid Cap Fund |
-19.24
|
20 |
-11.98
|
9 |
-5.89
|
16 |
17.24
|
21 |
11.79
|
21 |
| Nippon India Growth Fund |
-14.69
|
8 |
-10.18
|
5 |
-4.31
|
11 |
15.06
|
14 |
10.04
|
16 |
| Sbi Magnum Midcap Fund |
-13.64
|
5 |
-8.36
|
1 |
-6.18
|
18 |
14.77
|
10 |
9.21
|
2 |
| Sundaram Mid Cap Fund |
-12.67
|
2 |
-11.14
|
7 |
-3.42
|
2 |
14.77
|
11 |
9.30
|
3 |
| Tata Mid Cap Growth Fund |
-16.12
|
13 |
-11.82
|
8 |
-4.20
|
10 |
14.11
|
2 |
9.37
|
5 |
| Taurus Discovery (Midcap) Fund |
-17.79
|
17 |
-13.71
|
15 |
-5.19
|
12 |
16.48
|
20 |
11.64
|
20 |
| Union Midcap Fund |
-15.99
|
10 |
-13.83
|
16 |
-6.04
|
17 |
15.31
|
15 |
10.44
|
18 |
| Uti Mid Cap Fund |
-14.16
|
6 |
-13.27
|
13 |
-3.77
|
5 |
14.62
|
7 |
9.67
|
8 |
| Pgim India Midcap Opportunities Fund |
-11.84
|
1 |
-13.48
|
14 |
-4.01
|
7 |
15.59
|
18 |
10.01
|
15 |
| Axis Midcap Fund |
-14.34
|
7 |
-14.82
|
18 |
-6.19
|
19 |
14.34
|
4 |
9.33
|
4 |
| 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 |
1.38
|
11 |
0.82
|
13 |
1.25
|
12 |
0.40
|
0.26
|
10 | 0.82 | 16 |
0.90
|
12 |
0.25
|
11 |
2.46
|
10 |
-6.0078
|
13 |
| Baroda Bnp Paribas Mid Cap Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Bank Of India Mid & Small Cap Equity & Debt Fund |
1.32
|
15 |
0.66
|
18 |
0.95
|
19 |
0.39
|
|
|
|
|
|
|||||||
| Dsp Midcap Fund |
0.82
|
21 |
0.46
|
21 |
0.74
|
21 |
0.43
|
-8.22
|
20 | 0.80 | 18 |
0.92
|
7 |
0.15
|
20 |
1.77
|
20 |
-15.0135
|
20 |
| Edelweiss Mid Cap Fund |
1.42
|
9 |
0.93
|
8 |
1.37
|
9 |
0.40
|
0.11
|
11 | 0.88 | 7 |
0.93
|
3 |
0.25
|
9 |
2.50
|
8 |
-3.9311
|
10 |
| Franklin India Prima Fund |
1.14
|
18 |
0.72
|
16 |
0.97
|
18 |
0.43
|
-5.02
|
19 | 0.92 | 2 |
0.94
|
2 |
0.19
|
18 |
2.10
|
18 |
-7.6346
|
16 |
| Hdfc Mid Cap Opportunities Fund |
1.69
|
3 |
1.12
|
3 |
1.75
|
3 |
0.41
|
4.23
|
5 | 0.86 | 9 |
0.95
|
1 |
0.29
|
4 |
2.82
|
2 |
-0.5532
|
6 |
| Idbi Midcap Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Invesco India Midcap Fund |
1.21
|
17 |
0.71
|
17 |
1.05
|
17 |
0.40
|
-2.67
|
16 | 0.83 | 15 |
0.92
|
8 |
0.21
|
16 |
2.25
|
15 |
-8.5614
|
18 |
| Kotak Emerging Equity Fund |
1.53
|
7 |
1.02
|
5 |
1.55
|
7 |
0.42
|
2.39
|
7 | 0.81 | 17 |
0.92
|
9 |
0.27
|
6 |
2.64
|
6 |
-4.0136
|
11 |
| Mahindra Manulife Mid Cap Unnati Yojana |
1.45
|
8 |
0.83
|
12 |
1.39
|
8 |
0.40
|
2.20
|
8 | 0.94 | 1 |
0.86
|
14 |
0.25
|
12 |
2.39
|
12 |
0.4416
|
5 |
| Mirae Asset Midcap Fund |
1.58
|
6 |
0.98
|
7 |
1.58
|
6 |
0.42
|
3.32
|
6 | 0.83 | 14 |
0.90
|
10 |
0.28
|
5 |
2.70
|
5 |
-2.3704
|
7 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.83
|
1 |
1.16
|
2 |
1.86
|
2 |
0.39
|
9.55
|
2 | 0.75 | 20 |
0.76
|
19 |
0.36
|
1 |
2.99
|
1 |
0.9188
|
3 |
| Quant Mid Cap Fund |
1.68
|
4 |
1.01
|
6 |
1.72
|
4 |
0.36
|
9.65
|
1 | 0.84 | 13 |
0.63
|
20 |
0.35
|
2 |
2.70
|
4 |
4.2821
|
1 |
| Nippon India Growth Fund |
1.64
|
5 |
1.05
|
4 |
1.65
|
5 |
0.41
|
4.55
|
4 | 0.92 | 3 |
0.92
|
5 |
0.27
|
7 |
2.60
|
7 |
2.0646
|
2 |
| Sbi Magnum Midcap Fund |
1.72
|
2 |
1.19
|
1 |
1.86
|
1 |
0.42
|
5.94
|
3 | 0.84 | 11 |
0.86
|
15 |
0.30
|
3 |
2.77
|
3 |
0.6274
|
4 |
| Sundaram Mid Cap Fund |
1.34
|
12 |
0.91
|
9 |
1.33
|
10 |
0.41
|
-0.25
|
13 | 0.90 | 6 |
0.93
|
4 |
0.22
|
15 |
2.27
|
14 |
-3.1785
|
8 |
| Tata Mid Cap Growth Fund |
1.41
|
10 |
0.87
|
10 |
1.29
|
11 |
0.40
|
0.92
|
9 | 0.79 | 19 |
0.90
|
11 |
0.25
|
8 |
2.50
|
9 |
-6.2785
|
14 |
| Taurus Discovery (Midcap) Fund |
1.12
|
19 |
0.60
|
20 |
1.13
|
16 |
0.40
|
-4.74
|
18 | 0.91 | 4 |
0.89
|
13 |
0.20
|
17 |
2.15
|
17 |
-7.7382
|
17 |
| Union Midcap Fund |
1.33
|
14 |
0.78
|
15 |
1.20
|
14 |
0.36
|
-0.86
|
14 | 0.91 | 5 |
0.84
|
17 |
0.22
|
13 |
2.24
|
16 |
-3.8956
|
9 |
| Uti Mid Cap Fund |
1.30
|
16 |
0.80
|
14 |
1.17
|
15 |
0.41
|
-1.67
|
15 | 0.86 | 8 |
0.92
|
6 |
0.22
|
14 |
2.29
|
13 |
-6.2871
|
15 |
| Pgim India Midcap Opportunities Fund |
1.33
|
13 |
0.86
|
11 |
1.24
|
13 |
0.41
|
0.09
|
12 | 0.84 | 12 |
0.84
|
18 |
0.25
|
10 |
2.40
|
11 |
-5.4062
|
12 |
| Axis Midcap Fund |
1.02
|
20 |
0.62
|
19 |
0.91
|
20 |
0.39
|
-3.80
|
17 | 0.84 | 10 |
0.85
|
16 |
0.17
|
19 |
1.91
|
19 |
-8.6721
|
19 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
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:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.