Hdfc Mid Cap Opportunities Fund is the top ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Hdfc Mid Cap Opportunities Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 5.58% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.64. Read Full Review
Edelweiss Mid Cap Fund is the second ranked fund in the Mid Cap Fund category. The category has total 23 funds. The 5 star rating shows an excellent past performance of the Edelweiss Mid Cap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 2.07% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.83 which is higher than the category average of 0.64. Read Full Review
Invesco India Midcap Fund is the third ranked fund in the Mid Cap Fund category. The category has total 23 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 2.11% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.81 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Motilal Oswal Midcap Fund is the 4th ranked fund. The category has total 23 funds. The 5 star rating shows an excellent past performance of the Motilal Oswal Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 8.89% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.64. Read Full Review
Nippon India Growth Fund is the 5th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Nippon India Growth Fund has shown an excellent past performence in Mid Cap Fund. The fund has a Jensen Alpha of 2.75% which is higher than the category average of -0.89%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.88 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Franklin India Prima Fund is the 6th ranked fund. The category has total 23 funds. The Franklin India Prima Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 1.28% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.78 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Sundaram Mid Cap Fund is the 7th ranked fund. The category has total 23 funds. The Sundaram Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 1.05% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.64. Read Full Review
Kotak Emerging Equity Fund is the 8th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Kotak Emerging Equity Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.71% which is lower than the category average of -0.89%, showing poor performance. The fund has a Sharpe Ratio of 0.64 which is lower than the category average of 0.64. Read Full Review
Mahindra Manulife Mid Cap Fund is the 9th ranked fund in the Mid Cap Fund category. The category has total 23 funds. The Mahindra Manulife Mid Cap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.09% which is lower than the category average of -0.89%, showing poor performance. The fund has a Sharpe Ratio of 0.73 which is higher than the category average of 0.64. Read Full Review
In the Mid Cap Fund category, Sbi Magnum Midcap Fund is the 10th ranked fund. The category has total 23 funds. The Sbi Magnum Midcap Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of 0.77% which is higher than the category average of -0.89%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.64. Read Full Review
| 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 | |
11.59% | 24.23% | 33.48% | 16.93% | 16.95% | 12.30% | 25.06% | 34.38% | 17.78% | 17.89% | 15.54% | -16.42% | -19.04% | 5.58% | 0.88 | 0.53 | 1.04 | |
| 2 | |
18.93% | 23.07% | 33.72% | 17.46% | % | 20.54% | 24.85% | 35.69% | 19.21% | % | 17.01% | -18.50% | -20.99% | 2.07% | 0.95 | 0.42 | 0.83 | |
| 3 | |
21.53% | 22.93% | 30.74% | 18.11% | 16.62% | 23.03% | 24.53% | 32.53% | 19.80% | 18.43% | 17.03% | -18.13% | -22.34% | 2.11% | 0.93 | 0.39 | 0.81 | |
| 4 | |
15.16% | 26.38% | 36.61% | 19.95% | 17.20% | 16.34% | 27.77% | 38.19% | 21.35% | 18.60% | 18.75% | -21.21% | -22.01% | 8.89% | 0.90 | 0.49 | 1.04 | |
| 5 | |
15.07% | 23.70% | 33.76% | 18.90% | 17.25% | 16.00% | 24.69% | 34.80% | 19.77% | 18.12% | 16.69% | -19.54% | -20.94% | 2.75% | 0.95 | 0.45 | 0.88 | |
| 6 | |
16.94% | 21.79% | 28.69% | 14.76% | 14.81% | 17.87% | 22.80% | 29.75% | 15.74% | 15.88% | 16.46% | -18.04% | -21.77% | 1.28% | 0.93 | 0.40 | 0.78 | |
| 7 | |
14.60% | 22.22% | 29.58% | 13.45% | 14.44% | 15.57% | 23.27% | 30.68% | 14.39% | 15.28% | 16.92% | -20.37% | -21.96% | 1.05% | 0.96 | 0.39 | 0.79 | |
| 8 | |
14.06% | 18.66% | 30.53% | 16.70% | 16.83% | 15.27% | 20.02% | 32.09% | 18.10% | 18.32% | 16.45% | -20.37% | -21.36% | -0.71% | 0.90 | 0.31 | 0.64 | |
| 9 | |
9.37% | 21.21% | 30.75% | 17.61% | % | 10.95% | 23.11% | 32.85% | 19.57% | % | 17.14% | -20.91% | -22.26% | -0.09% | 0.98 | 0.37 | 0.73 | |
| 10 | |
10.58% | 17.57% | 32.24% | 15.43% | 14.84% | 11.54% | 18.60% | 33.41% | 16.48% | 15.96% | 14.34% | -17.51% | -17.43% | 0.77% | 0.78 | 0.34 | 0.68 | |
| 11 | |
7.30% | 22.55% | % | % | % | 9.22% | 24.95% | % | % | % | 17.13% | -22.74% | -23.43% | 1.56% | 0.96 | 0.41 | 0.80 | |
| 12 | |
9.07% | 17.33% | % | % | % | 10.67% | 19.10% | % | % | % | 15.09% | -18.70% | -23.17% | -0.99% | 0.85 | 0.30 | 0.61 | |
| 13 | |
7.51% | 18.90% | 30.59% | 14.40% | 14.37% | 8.38% | 19.94% | 31.76% | 15.47% | 15.46% | 16.60% | -20.27% | -20.49% | -1.43% | 0.92 | 0.32 | 0.61 | |
| 14 | |
9.44% | 16.20% | 28.94% | 12.53% | 13.27% | 10.34% | 17.21% | 30.08% | 13.53% | 14.28% | 16.68% | -21.92% | -21.96% | -3.68% | 0.93 | 0.26 | 0.49 | |
| 15 | |
5.84% | 18.27% | 28.16% | 16.02% | 14.63% | 7.13% | 19.72% | 29.73% | 17.43% | 15.88% | 16.09% | -21.02% | -19.52% | -1.63% | 0.91 | 0.31 | 0.61 | |
| 16 | |
9.97% | 17.07% | 30.86% | % | % | 11.59% | 18.83% | 32.68% | % | % | 16.83% | -20.51% | -24.10% | -2.77% | 0.93 | 0.27 | 0.54 | |
| 17 | |
12.88% | 16.17% | 24.84% | 16.72% | 15.30% | 14.05% | 17.46% | 26.35% | 18.15% | 16.69% | 15.84% | -19.21% | -23.22% | -3.02% | 0.85 | 0.24 | 0.47 | |
| 18 | |
10.98% | 15.40% | 22.81% | 12.84% | 13.92% | 12.01% | 16.51% | 24.00% | 13.91% | 14.94% | 17.54% | -21.23% | -21.71% | -5.39% | 0.98 | 0.23 | 0.43 | |
| 19 | |
-3.26% | 18.34% | 34.27% | 20.50% | 16.38% | -2.15% | 20.17% | 36.56% | 22.33% | 17.63% | 18.23% | -25.01% | -22.78% | -3.27% | 0.97 | 0.26 | 0.51 | |
| 20 | |
5.44% | 16.04% | 30.08% | % | % | 6.58% | 17.36% | 31.74% | % | % | 17.07% | -22.60% | -24.10% | -5.13% | 0.97 | 0.23 | 0.45 | |
| 21 | |
7.86% | 15.03% | 27.57% | 13.30% | 13.42% | 8.80% | 16.10% | 28.77% | 14.34% | 14.46% | 16.66% | -22.63% | -22.97% | -5.41% | 0.94 | 0.21 | 0.41 | |
| 22 | |
11.31% | 13.15% | 30.74% | 16.73% | 14.60% | 12.70% | 14.69% | 32.78% | 18.56% | 16.19% | 15.35% | -18.56% | -23.34% | -6.13% | 0.83 | 0.15 | 0.26 | |
| 23 | |
0.10% | 14.81% | 24.22% | 13.48% | 14.21% | 0.50% | 15.23% | 24.67% | 13.94% | 14.72% | 18.10% | -24.07% | -24.82% | -6.87% | 1.00 | 0.20 | 0.36 |
Return Calculated On: 22 April 2025 | Ratios Calculated On: 28 March 2025
Performance Indicators
As On: 22 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
0.48
|
3.38
|
1.84
|
1.92
|
-7.81
|
9.44
|
16.20
|
28.94
|
12.53
|
13.27
|
13.55
|
| Axis Midcap Fund |
0.63
|
3.26
|
2.02
|
2.02
|
-5.35
|
12.88
|
16.17
|
24.84
|
16.72
|
15.30
|
|
| Baroda BNP Paribas Mid Cap Fund |
0.49
|
3.06
|
1.17
|
0.13
|
-6.50
|
9.07
|
17.33
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
0.78
|
4.54
|
2.05
|
1.71
|
-6.26
|
9.90
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
1.12
|
4.50
|
1.62
|
0.45
|
-3.99
|
14.50
|
|
|
|
|
|
| Dsp Midcap Fund |
0.72
|
4.14
|
1.41
|
-1.27
|
-7.30
|
10.98
|
15.40
|
22.81
|
12.84
|
13.92
|
15.23
|
| Edelweiss Mid Cap Fund |
1.01
|
4.09
|
3.08
|
1.39
|
-3.87
|
18.93
|
23.07
|
33.72
|
17.46
|
|
|
| Franklin India Prima Fund |
0.73
|
3.77
|
2.68
|
2.40
|
-3.42
|
16.94
|
21.79
|
28.69
|
14.76
|
14.81
|
16.48
|
| Hdfc Mid Cap Opportunities Fund |
0.59
|
3.69
|
1.38
|
0.18
|
-3.45
|
11.59
|
24.23
|
33.48
|
16.93
|
16.95
|
18.68
|
| Icici Prudential Midcap Fund |
0.98
|
4.38
|
1.89
|
0.60
|
-6.04
|
7.51
|
18.90
|
30.59
|
14.40
|
14.37
|
14.76
|
| Invesco India Midcap Fund |
0.84
|
4.36
|
3.81
|
2.98
|
-1.29
|
21.53
|
22.93
|
30.74
|
18.11
|
16.62
|
18.12
|
| ITI MID Cap Fund |
0.86
|
3.89
|
2.00
|
1.20
|
-5.90
|
7.30
|
22.55
|
|
|
|
|
| JM Midcap Fund |
0.85
|
4.18
|
3.14
|
0.72
|
-6.38
|
10.08
|
|
|
|
|
|
| Kotak Emerging Equity Fund |
0.84
|
3.59
|
1.68
|
-0.92
|
-6.78
|
14.06
|
18.66
|
30.53
|
16.70
|
16.83
|
17.15
|
| LIC MF Midcap Fund |
0.51
|
3.51
|
0.18
|
-2.86
|
-6.99
|
11.85
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
0.91
|
4.06
|
1.66
|
0.59
|
-5.79
|
9.37
|
21.21
|
30.75
|
17.61
|
|
|
| Mirae Asset Midcap Fund |
0.39
|
4.06
|
2.29
|
0.08
|
-7.36
|
5.44
|
16.04
|
30.08
|
|
|
|
| Motilal Oswal Midcap Fund |
0.76
|
3.87
|
0.30
|
-2.49
|
-9.90
|
15.16
|
26.38
|
36.61
|
19.95
|
17.20
|
|
| Quant Mid Cap Fund |
0.43
|
3.48
|
2.35
|
-0.64
|
-7.51
|
-3.26
|
18.34
|
34.27
|
20.50
|
16.38
|
14.67
|
| Nippon India Growth Fund |
0.62
|
3.77
|
3.18
|
2.41
|
-4.52
|
15.07
|
23.70
|
33.76
|
18.90
|
17.25
|
15.32
|
| Sbi Magnum Midcap Fund |
0.86
|
3.10
|
2.19
|
1.70
|
-4.19
|
10.58
|
17.57
|
32.24
|
15.43
|
14.84
|
16.56
|
| Sundaram Mid Cap Fund |
0.60
|
3.35
|
2.51
|
1.76
|
-5.56
|
14.60
|
22.22
|
29.58
|
13.45
|
14.44
|
16.09
|
| Tata Mid Cap Growth Fund |
0.50
|
3.09
|
1.57
|
0.27
|
-6.64
|
5.84
|
18.27
|
28.16
|
16.02
|
14.63
|
16.36
|
| Taurus Mid Cap Fund |
0.07
|
4.19
|
2.96
|
0.77
|
-6.44
|
0.10
|
14.81
|
24.22
|
13.48
|
14.21
|
14.44
|
| union midcap fund |
0.74
|
4.04
|
2.28
|
2.18
|
-5.53
|
9.97
|
17.07
|
30.86
|
|
|
|
| Uti Mid Cap Fund |
0.91
|
3.95
|
2.03
|
-1.23
|
-8.85
|
7.86
|
15.03
|
27.57
|
13.30
|
13.42
|
16.01
|
| Pgim India Midcap Opportunities Fund |
0.85
|
3.67
|
2.97
|
3.74
|
-3.05
|
11.31
|
13.15
|
30.74
|
16.73
|
14.60
|
|
| Nifty Midcap 150 Total Return Index |
0.85
|
4.45
|
3.17
|
1.82
|
-3.88
|
10.41
|
21.62
|
33.55
|
17.19
|
17.72
|
16.22
|
As On: 22 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Midcap Fund |
0.63
|
3.27
|
2.11
|
2.28
|
-4.87
|
14.05
|
17.46
|
26.35
|
18.15
|
16.69
|
|
| Aditya Birla Sun Life Midcap Fund |
0.48
|
3.40
|
1.90
|
2.12
|
-7.44
|
10.34
|
17.21
|
30.08
|
13.53
|
14.28
|
|
| Pgim India Midcap Opportunities Fund |
0.85
|
3.70
|
3.07
|
4.05
|
-2.45
|
12.70
|
14.69
|
32.78
|
18.56
|
16.19
|
|
| Baroda BNP Paribas Mid Cap Fund |
0.50
|
3.09
|
1.28
|
0.49
|
-5.83
|
10.67
|
19.10
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
0.76
|
4.52
|
2.18
|
2.04
|
-5.61
|
11.44
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
1.13
|
4.53
|
1.74
|
0.80
|
-3.28
|
16.24
|
|
|
|
|
|
| Dsp Midcap Fund |
0.72
|
4.16
|
1.49
|
-1.04
|
-6.87
|
12.01
|
16.51
|
24.00
|
13.91
|
14.94
|
|
| Edelweiss Mid Cap Fund |
1.02
|
4.11
|
3.19
|
1.72
|
-3.23
|
20.54
|
24.85
|
35.69
|
19.21
|
|
|
| Franklin India Prima Fund |
0.73
|
3.79
|
2.74
|
2.59
|
-3.04
|
17.87
|
22.80
|
29.75
|
15.74
|
15.88
|
|
| Hdfc Mid Cap Opportunities Fund |
0.60
|
3.70
|
1.43
|
0.32
|
-3.15
|
12.30
|
25.06
|
34.38
|
17.78
|
17.89
|
|
| Icici Prudential Midcap Fund |
0.98
|
4.40
|
1.95
|
0.78
|
-5.67
|
8.38
|
19.94
|
31.76
|
15.47
|
15.46
|
|
| Invesco India Midcap Fund |
0.84
|
4.37
|
3.91
|
3.27
|
-0.70
|
23.03
|
24.53
|
32.53
|
19.80
|
18.43
|
|
| ITI MID Cap Fund |
0.87
|
3.93
|
2.15
|
1.66
|
-5.04
|
9.22
|
24.95
|
|
|
|
|
| JM Midcap Fund |
0.85
|
4.21
|
3.27
|
1.11
|
-5.63
|
11.92
|
|
|
|
|
|
| Kotak Emerging Equity Fund |
0.84
|
3.61
|
1.76
|
-0.67
|
-6.30
|
15.27
|
20.02
|
32.09
|
18.10
|
18.32
|
|
| LIC MF Midcap Fund |
0.51
|
3.54
|
0.27
|
-2.58
|
-6.47
|
13.00
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
0.91
|
4.08
|
1.78
|
0.94
|
-5.13
|
10.95
|
23.11
|
32.85
|
19.57
|
|
|
| Mirae Asset Midcap Fund |
0.39
|
4.08
|
2.37
|
0.35
|
-6.86
|
6.58
|
17.36
|
31.74
|
|
|
|
| Motilal Oswal Midcap Fund |
0.76
|
3.88
|
0.38
|
-2.27
|
-9.46
|
16.34
|
27.77
|
38.19
|
21.35
|
18.60
|
|
| Quant Mid Cap Fund |
0.44
|
3.50
|
2.44
|
-0.36
|
-6.97
|
-2.15
|
20.17
|
36.56
|
22.33
|
17.63
|
|
| Nippon India Growth Fund |
0.62
|
3.79
|
3.25
|
2.62
|
-4.13
|
16.00
|
24.69
|
34.80
|
19.77
|
18.12
|
|
| Sbi Magnum Midcap Fund |
0.86
|
3.12
|
2.26
|
1.90
|
-3.79
|
11.54
|
18.60
|
33.41
|
16.48
|
15.96
|
|
| Sundaram Mid Cap Fund |
0.60
|
3.37
|
2.58
|
1.97
|
-5.16
|
15.57
|
23.27
|
30.68
|
14.39
|
15.28
|
|
| Tata Mid Cap Growth Fund |
0.50
|
3.11
|
1.70
|
0.60
|
-6.04
|
7.13
|
19.72
|
29.73
|
17.43
|
15.88
|
|
| Taurus Mid Cap Fund |
0.07
|
4.19
|
2.98
|
0.87
|
-6.24
|
0.50
|
15.23
|
24.67
|
13.94
|
14.72
|
|
| union midcap fund |
0.73
|
4.08
|
2.39
|
2.55
|
-4.87
|
11.59
|
18.83
|
32.68
|
|
|
|
| Uti Mid Cap Fund |
0.92
|
3.97
|
2.10
|
-1.01
|
-8.46
|
8.80
|
16.10
|
28.77
|
14.34
|
14.46
|
|
| Nifty Midcap 150 Total Return Index |
0.85
|
4.45
|
3.17
|
1.82
|
-3.88
|
10.41
|
21.62
|
33.55
|
17.19
|
17.72
|
16.22
|
As On: 22 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-2.64
|
16.27
|
20.27
|
18.63
|
15.47
|
15.49
|
| Baroda BNP Paribas Mid Cap Fund |
-4.45
|
16.42
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-4.09
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
0.42
|
|
|
|
|
|
| Dsp Midcap Fund |
-5.70
|
14.56
|
16.06
|
16.30
|
15.04
|
16.12
|
| Edelweiss Mid Cap Fund |
2.84
|
23.13
|
25.88
|
24.40
|
|
|
| Franklin India Prima Fund |
1.82
|
21.03
|
22.14
|
20.08
|
17.11
|
17.76
|
| Hdfc Mid Cap Opportunities Fund |
-0.97
|
21.06
|
25.61
|
23.55
|
19.84
|
19.63
|
| Icici Prudential Midcap Fund |
-5.65
|
17.17
|
21.36
|
20.05
|
17.09
|
17.19
|
| Invesco India Midcap Fund |
6.09
|
23.89
|
24.65
|
23.16
|
19.93
|
19.48
|
| ITI MID Cap Fund |
-6.03
|
20.28
|
|
|
|
|
| JM Midcap Fund |
-4.96
|
|
|
|
|
|
| Kotak Emerging Equity Fund |
-3.93
|
16.94
|
21.80
|
21.51
|
18.91
|
19.17
|
| LIC MF Midcap Fund |
-6.34
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-3.81
|
20.67
|
24.10
|
22.91
|
|
|
| Mirae Asset Midcap Fund |
-6.37
|
13.77
|
19.76
|
|
|
|
| Motilal Oswal Midcap Fund |
-5.99
|
23.70
|
29.52
|
26.38
|
21.15
|
|
| Quant Mid Cap Fund |
-10.82
|
15.55
|
23.97
|
24.69
|
20.95
|
17.52
|
| Nippon India Growth Fund |
1.20
|
22.29
|
26.01
|
24.43
|
20.66
|
18.40
|
| Sbi Magnum Midcap Fund |
0.24
|
15.40
|
21.68
|
21.51
|
17.63
|
18.24
|
| Sundaram Mid Cap Fund |
-0.14
|
20.90
|
23.37
|
20.62
|
16.93
|
17.17
|
| Tata Mid Cap Growth Fund |
-6.45
|
16.30
|
20.27
|
20.10
|
17.52
|
17.86
|
| Taurus Mid Cap Fund |
-8.26
|
12.03
|
16.80
|
17.37
|
15.90
|
16.27
|
| union midcap fund |
-3.36
|
15.42
|
20.44
|
|
|
|
| Uti Mid Cap Fund |
-7.22
|
12.55
|
17.67
|
18.34
|
15.81
|
17.04
|
| Pgim India Midcap Opportunities Fund |
0.67
|
11.73
|
18.25
|
20.91
|
17.99
|
|
| Axis Midcap Fund |
-2.06
|
15.89
|
18.16
|
18.82
|
17.72
|
|
As On: 22 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
-1.84
|
17.28
|
21.36
|
19.67
|
16.46
|
|
| Baroda BNP Paribas Mid Cap Fund |
-3.05
|
18.19
|
|
|
|
|
| Canara Robeco Mid Cap Fund |
-2.77
|
|
|
|
|
|
| Whiteoak Capital Mid Cap Fund |
1.94
|
|
|
|
|
|
| Dsp Midcap Fund |
-4.81
|
15.67
|
17.20
|
17.42
|
16.11
|
|
| Edelweiss Mid Cap Fund |
4.24
|
24.89
|
27.76
|
26.22
|
|
|
| Axis Midcap Fund |
-1.04
|
17.14
|
19.55
|
20.26
|
19.12
|
|
| Franklin India Prima Fund |
2.62
|
22.04
|
23.17
|
21.06
|
18.09
|
|
| Hdfc Mid Cap Opportunities Fund |
-0.35
|
21.87
|
26.49
|
24.38
|
20.70
|
|
| Icici Prudential Midcap Fund |
-4.91
|
18.19
|
22.47
|
21.12
|
18.15
|
|
| Invesco India Midcap Fund |
7.39
|
25.47
|
26.34
|
24.82
|
21.60
|
|
| ITI MID Cap Fund |
-4.32
|
22.59
|
|
|
|
|
| JM Midcap Fund |
-3.40
|
|
|
|
|
|
| Kotak Emerging Equity Fund |
-2.91
|
18.26
|
23.28
|
22.97
|
20.32
|
|
| LIC MF Midcap Fund |
-5.33
|
|
|
|
|
|
| Mahindra Manulife Mid Cap Fund |
-2.42
|
22.54
|
26.12
|
24.87
|
|
|
| Mirae Asset Midcap Fund |
-5.35
|
15.07
|
21.26
|
|
|
|
| Motilal Oswal Midcap Fund |
-5.02
|
25.07
|
31.04
|
27.80
|
22.49
|
|
| Quant Mid Cap Fund |
-9.80
|
17.13
|
26.09
|
26.75
|
22.58
|
|
| Nippon India Growth Fund |
2.02
|
23.29
|
27.04
|
25.38
|
21.54
|
|
| Sbi Magnum Midcap Fund |
1.10
|
16.44
|
22.81
|
22.60
|
18.67
|
|
| Sundaram Mid Cap Fund |
0.71
|
21.95
|
24.45
|
21.62
|
17.82
|
|
| Tata Mid Cap Growth Fund |
-5.26
|
17.74
|
21.80
|
21.60
|
18.86
|
|
| Taurus Mid Cap Fund |
-7.89
|
12.47
|
17.25
|
17.82
|
16.35
|
|
| union midcap fund |
-1.99
|
17.16
|
22.27
|
|
|
|
| Uti Mid Cap Fund |
-6.41
|
13.60
|
18.83
|
19.46
|
16.86
|
|
| Pgim India Midcap Opportunities Fund |
1.93
|
13.19
|
20.07
|
22.80
|
19.73
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund | -21.96 | -21.92 | -8.80 | 16.68 | 11.64 |
| Baroda Bnp Paribas Mid Cap Fund | -23.17 | -18.70 | -6.39 | 15.09 | 11.16 |
| Dsp Midcap Fund | -21.71 | -21.23 | -9.13 | 17.54 | 12.25 |
| Edelweiss Mid Cap Fund | -20.99 | -18.50 | -6.33 | 17.01 | 12.25 |
| Franklin India Prima Fund | -21.77 | -18.04 | -7.51 | 16.46 | 11.63 |
| Hdfc Mid Cap Opportunities Fund | -19.04 | -16.42 | -4.77 | 15.54 | 11.29 |
| Icici Prudential Midcap Fund | -20.49 | -20.27 | -6.98 | 16.60 | 11.70 |
| Invesco India Midcap Fund | -22.34 | -18.13 | -7.32 | 17.03 | 12.65 |
| Iti Mid Cap Fund | -23.43 | -22.74 | -7.91 | 17.13 | 12.31 |
| Kotak Emerging Equity Fund | -21.36 | -20.37 | -6.21 | 16.45 | 12.07 |
| Mahindra Manulife Mid Cap Fund | -22.26 | -20.91 | -8.68 | 17.14 | 12.46 |
| Mirae Asset Midcap Fund | -24.10 | -22.60 | -7.94 | 17.07 | 12.20 |
| Motilal Oswal Midcap Fund | -22.01 | -21.21 | -8.24 | 18.75 | 14.13 |
| Quant Mid Cap Fund | -22.78 | -25.01 | -12.30 | 18.23 | 13.23 |
| Nippon India Growth Fund | -20.94 | -19.54 | -6.42 | 16.69 | 11.95 |
| Sbi Magnum Midcap Fund | -17.43 | -17.51 | -8.39 | 14.34 | 10.29 |
| Sundaram Mid Cap Fund | -21.96 | -20.37 | -7.98 | 16.92 | 12.31 |
| Tata Mid Cap Growth Fund | -19.52 | -21.02 | -6.91 | 16.09 | 11.52 |
| Taurus Mid Cap Fund | -24.82 | -24.07 | -7.68 | 18.10 | 12.97 |
| Union Midcap Fund | -24.10 | -20.51 | -8.23 | 16.83 | 12.35 |
| Uti Mid Cap Fund | -22.97 | -22.63 | -7.35 | 16.66 | 12.01 |
| Pgim India Midcap Opportunities Fund | -23.34 | -18.56 | -7.92 | 15.35 | 10.42 |
| Axis Midcap Fund | -23.22 | -19.21 | -10.13 | 15.84 | 11.37 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund |
0.49
|
0.26
|
0.48
|
0.37
|
-3.68
|
0.93 |
0.92
|
0.09
|
1.34
|
-5.1700
|
| Baroda Bnp Paribas Mid Cap Fund |
0.61
|
0.30
|
0.57
|
0.40
|
-0.99
|
0.85 |
0.94
|
0.11
|
1.49
|
-4.0300
|
| Dsp Midcap Fund |
0.43
|
0.23
|
0.47
|
0.40
|
-5.39
|
0.98 |
0.93
|
0.08
|
1.26
|
-5.8600
|
| Edelweiss Mid Cap Fund |
0.83
|
0.42
|
0.76
|
0.42
|
2.07
|
0.95 |
0.93
|
0.15
|
1.78
|
1.0800
|
| Franklin India Prima Fund |
0.78
|
0.40
|
0.73
|
0.42
|
1.28
|
0.93 |
0.95
|
0.14
|
1.72
|
-0.2000
|
| Hdfc Mid Cap Opportunities Fund |
1.04
|
0.53
|
0.90
|
0.42
|
5.58
|
0.88 |
0.96
|
0.18
|
2.04
|
3.2200
|
| Icici Prudential Midcap Fund |
0.61
|
0.32
|
0.58
|
0.43
|
-1.43
|
0.92 |
0.92
|
0.11
|
1.50
|
-3.0400
|
| Invesco India Midcap Fund |
0.81
|
0.39
|
0.75
|
0.42
|
2.11
|
0.93 |
0.89
|
0.15
|
1.75
|
0.6900
|
| Iti Mid Cap Fund |
0.80
|
0.41
|
0.65
|
0.41
|
1.56
|
0.96 |
0.94
|
0.14
|
1.75
|
0.7300
|
| Kotak Emerging Equity Fund |
0.64
|
0.31
|
0.59
|
0.43
|
-0.71
|
0.90 |
0.90
|
0.12
|
1.54
|
-2.6200
|
| Mahindra Manulife Mid Cap Fund |
0.73
|
0.37
|
0.65
|
0.39
|
-0.09
|
0.98 |
0.97
|
0.13
|
1.66
|
-0.5900
|
| Mirae Asset Midcap Fund |
0.45
|
0.23
|
0.45
|
0.42
|
-5.13
|
0.97 |
0.96
|
0.08
|
1.28
|
-5.7500
|
| Motilal Oswal Midcap Fund |
1.04
|
0.49
|
0.88
|
0.47
|
8.89
|
0.90 |
0.68
|
0.22
|
2.05
|
6.8100
|
| Quant Mid Cap Fund |
0.51
|
0.26
|
0.47
|
0.41
|
-3.27
|
0.97 |
0.84
|
0.10
|
1.38
|
-3.9200
|
| Nippon India Growth Fund |
0.88
|
0.45
|
0.75
|
0.39
|
2.75
|
0.95 |
0.96
|
0.15
|
1.84
|
1.6900
|
| Sbi Magnum Midcap Fund |
0.68
|
0.34
|
0.62
|
0.42
|
0.77
|
0.78 |
0.89
|
0.12
|
1.58
|
-3.5400
|
| Sundaram Mid Cap Fund |
0.79
|
0.39
|
0.68
|
0.42
|
1.05
|
0.96 |
0.96
|
0.14
|
1.73
|
0.2400
|
| Tata Mid Cap Growth Fund |
0.61
|
0.31
|
0.55
|
0.41
|
-1.63
|
0.91 |
0.96
|
0.11
|
1.50
|
-3.3800
|
| Taurus Mid Cap Fund |
0.36
|
0.20
|
0.40
|
0.41
|
-6.87
|
1.00 |
0.91
|
0.07
|
1.18
|
-6.8800
|
| Union Midcap Fund |
0.54
|
0.27
|
0.53
|
0.41
|
-2.77
|
0.93 |
0.91
|
0.10
|
1.40
|
-4.2300
|
| Uti Mid Cap Fund |
0.41
|
0.21
|
0.42
|
0.42
|
-5.41
|
0.94 |
0.94
|
0.07
|
1.22
|
-6.6900
|
| Pgim India Midcap Opportunities Fund |
0.26
|
0.15
|
0.38
|
0.42
|
-6.13
|
0.83 |
0.86
|
0.05
|
1.01
|
-9.6200
|
| Axis Midcap Fund |
0.47
|
0.24
|
0.50
|
0.40
|
-3.02
|
0.85 |
0.87
|
0.09
|
1.31
|
-5.9600
|