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 December 2022

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

Quant Mid Cap Fund

1 The Quant Mid Cap Fund 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 has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 6.75% 31.37% -25.85% -21.84% 1.08 0.50 0.48

Pgim India Midcap Opportunities Fund

2 The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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 six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. -2.62% 29.66% -26.36% -15.64% 0.93 0.42 0.49

Mirae Asset Midcap Fund

3 The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has nine KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. 1.30% 22.33% -28.98% -17.85% 0.68 0.30 0.49

Sbi Magnum Midcap Fund

4 The Sbi Magnum Midcap 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 five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 2.53% 23.32% -31.80% -17.06% 0.64 0.30 0.50

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 ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 10.95% 22.27% -30.48% -17.43% 0.60 0.28 0.50

Edelweiss Mid Cap Fund

6 The Edelweiss Mid Cap 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. 2.63% 21.41% -29.87% -17.70% 0.60 0.28 0.49

Bank Of India Mid & Small Cap Equity & Debt Fund

7 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 nine KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. -3.97% 21.26% -20.65% -23.63% 0.71 0.31 0.47

Uti Mid Cap Fund

8 The Uti 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. -0.99% 20.40% -28.47% -19.95% 0.59 0.27 0.49

Motilal Oswal Midcap 30 Fund (Mof30)

9 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 seven KPIs that are in top quartile. The fund has 30% 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. 9.58% 20.76% -32.22% -18.32% 0.56 0.25 0.50

Mahindra Manulife Mid Cap Unnati Yojana

10 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 six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. -1.26% 18.81% -24.60% -20.85% 0.55 0.26 0.48

Kotak Emerging Equity Fund

11 The Kotak Emerging Equity 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. 4.84% 20.33% -31.67% -17.12% 0.55 0.26 0.50

Invesco India Midcap Fund

12 The Invesco India Midcap 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 one performance parameter that is in bottom quartile. 0.25% 18.20% -25.91% -20.16% 0.53 0.25 0.49

Nippon India Growth Fund

13 The Nippon India Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 4.50% 21.08% -30.86% -17.74% 0.56 0.26 0.50

Taurus Discovery (Midcap) Fund

14 The Taurus Discovery (Midcap) Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 2.87% 17.66% -24.00% -24.16% 0.52 0.25 0.48

Axis Midcap Fund

15 The Axis Midcap 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 seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. -2.13% 16.74% -21.50% -16.48% 0.49 0.24 0.48

Tata Mid Cap Growth Fund

16 The Tata Mid Cap Growth 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 9% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 0.38% 17.18% -28.62% -17.00% 0.46 0.22 0.50

Sundaram Mid Cap Fund

17 The Sundaram Mid Cap 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 9% 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. 4.41% 14.39% -32.36% -15.24% 0.33 0.17 0.50

Dsp Midcap Fund

18 The Dsp 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 18 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. -4.44% 12.30% -27.07% -20.32% 0.25 0.14 0.50

Aditya Birla Sun Life Midcap Fund

19 The Aditya Birla Sun Life 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 9% of the KPIs that are in top quartile. The fund has 19 KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -5.42% 16.02% -32.66% -19.78% 0.36 0.18 0.49

Franklin India Prima Fund

20 The Franklin India Prima 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 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. 1.42% 14.75% -30.16% -19.72% 0.35 0.19 0.49

Idbi Midcap Fund

21 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 18 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. -4.45% 13.79% -30.23% -20.03% 0.33 0.17 0.49

****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: 07 February 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
-0.10
13
0.28
10
-1.00
4
-4.07
18
-3.25
24
-5.42
23
16.02
17
7.28
19
Axis Midcap Fund
0.18
4
1.90
1
0.05
2
-3.45
17
-2.12
21
-2.13
18
16.74
16
15.50
3
Franklin India Prima Fund
-0.09
12
-0.28
17
-2.80
19
-2.39
8
1.84
8
1.42
11
14.75
18
8.83
17
Mirae Asset Midcap Fund
-0.05
9
-0.70
22
-3.84
23
-2.96
11
-1.09
19
1.30
12
22.33
4
Bank Of India Mid & Small Cap Equity & Debt Fund
-0.09
11
-0.39
20
-1.90
13
0.13
2
3.98
5
-3.97
20
21.26
7
10.37
15
DSP Midcap Fund
-0.19
16
0.02
15
-1.04
5
-3.02
12
-0.93
18
-4.44
21
12.30
21
9.35
16
Edelweiss Mid Cap Fund
-0.45
23
0.39
9
-1.84
12
-4.16
21
1.50
10
2.63
8
21.41
6
12.12
11
HDFC Mid Cap Opportunities Fund
-0.33
17
-0.11
16
-1.52
7
0.23
1
7.47
1
10.95
1
22.27
5
12.47
9
IDBI Midcap Fund
-0.18
15
0.18
11
-3.20
22
-5.06
23
-2.63
22
-4.45
22
13.79
20
6.85
20
Invesco India Midcap Fund
-0.41
22
0.17
12
-2.34
17
-2.33
6
2.98
6
0.25
14
18.20
13
12.77
8
Kotak Emerging Equity Fund
-0.08
10
0.61
7
-1.82
10
-2.36
7
1.28
11
4.84
4
20.33
11
13.80
5
Mahindra Manulife Mid Cap Unnati Yojana
-0.37
21
-0.33
19
-1.65
8
-2.51
10
1.10
12
-1.26
16
18.81
12
13.20
7
Motilal Oswal Midcap 30 Fund (Mof30)
0.15
5
0.76
5
0.44
1
-2.21
5
5.31
2
9.58
2
20.76
9
15.06
4
Nippon India Growth Fund
0.22
3
0.57
8
-1.31
6
-0.99
3
2.92
7
4.50
5
21.08
8
13.49
6
PGIM India Midcap Opportunities Fund
-0.14
14
0.05
14
-2.29
16
-4.09
19
-1.45
20
-2.62
19
29.66
2
17.20
2
Quant Mid Cap Fund
-0.53
24
-2.29
24
-7.01
24
-4.59
22
4.59
3
6.75
3
31.37
1
18.28
1
SBI Magnum Midcap Fund
0.29
1
0.78
3
-0.42
3
-3.40
15
-0.19
16
2.53
9
23.32
3
12.22
10
Sundaram Mid Cap Fund
0.26
2
0.93
2
-1.79
9
-2.46
9
1.10
13
4.41
6
14.39
19
7.52
18
Tata Mid Cap Growth Fund
0.00
7
0.77
4
-2.26
15
-3.24
14
1.00
14
0.38
13
17.18
15
11.78
12
UTI Mid Cap Fund
-0.36
19
0.07
13
-1.91
14
-3.06
13
-0.21
17
-0.99
15
20.40
10
11.11
14
Taurus Discovery (Midcap) Fund
-0.36
18
-0.96
23
-2.93
20
-1.12
4
4.01
4
2.87
7
17.66
14
11.14
13
Union Midcap Fund
-0.04
8
0.70
6
-2.69
18
-5.30
24
-2.93
23
-1.84
17
ITI Mid Cap Fund
0.13
6
-0.33
18
-3.08
21
-4.10
20
0.25
15
2.07
10
Baroda BNP Paribas Mid Cap Fund
-0.37
20
-0.52
21
-1.83
11
-3.44
16
1.67
9

Returns (Direct Plan)

As On: 07 February 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
-0.10
13
0.28
10
-1.00
4
-4.07
18
-3.25
24
-5.42
23
16.02
17
7.28
19
Axis Midcap Fund
0.18
4
1.90
1
0.05
2
-3.45
17
-2.12
21
-2.13
18
16.74
16
15.50
3
Franklin India Prima Fund
-0.09
12
-0.28
17
-2.80
19
-2.39
8
1.84
8
1.42
11
14.75
18
8.83
17
Mirae Asset Midcap Fund
-0.05
9
-0.70
22
-3.84
23
-2.96
11
-1.09
19
1.30
12
22.33
4
Bank Of India Mid & Small Cap Equity & Debt Fund
-0.09
11
-0.39
20
-1.90
13
0.13
2
3.98
5
-3.97
20
21.26
7
10.37
15
DSP Midcap Fund
-0.19
16
0.02
15
-1.04
5
-3.02
12
-0.93
18
-4.44
21
12.30
21
9.35
16
Edelweiss Mid Cap Fund
-0.45
23
0.39
9
-1.84
12
-4.16
21
1.50
10
2.63
8
21.41
6
12.12
11
HDFC Mid Cap Opportunities Fund
-0.33
17
-0.11
16
-1.52
7
0.23
1
7.47
1
10.95
1
22.27
5
12.47
9
IDBI Midcap Fund
-0.18
15
0.18
11
-3.20
22
-5.06
23
-2.63
22
-4.45
22
13.79
20
6.85
20
Invesco India Midcap Fund
-0.41
22
0.17
12
-2.34
17
-2.33
6
2.98
6
0.25
14
18.20
13
12.77
8
Kotak Emerging Equity Fund
-0.08
10
0.61
7
-1.82
10
-2.36
7
1.28
11
4.84
4
20.33
11
13.80
5
Mahindra Manulife Mid Cap Unnati Yojana
-0.37
21
-0.33
19
-1.65
8
-2.51
10
1.10
12
-1.26
16
18.81
12
13.20
7
Motilal Oswal Midcap 30 Fund (Mof30)
0.15
5
0.76
5
0.44
1
-2.21
5
5.31
2
9.58
2
20.76
9
15.06
4
Nippon India Growth Fund
0.22
3
0.57
8
-1.31
6
-0.99
3
2.92
7
4.50
5
21.08
8
13.49
6
PGIM India Midcap Opportunities Fund
-0.14
14
0.05
14
-2.29
16
-4.09
19
-1.45
20
-2.62
19
29.66
2
17.20
2
Quant Mid Cap Fund
-0.53
24
-2.29
24
-7.01
24
-4.59
22
4.59
3
6.75
3
31.37
1
18.28
1
SBI Magnum Midcap Fund
0.29
1
0.78
3
-0.42
3
-3.40
15
-0.19
16
2.53
9
23.32
3
12.22
10
Sundaram Mid Cap Fund
0.26
2
0.93
2
-1.79
9
-2.46
9
1.10
13
4.41
6
14.39
19
7.52
18
Tata Mid Cap Growth Fund
0.00
7
0.77
4
-2.26
15
-3.24
14
1.00
14
0.38
13
17.18
15
11.78
12
UTI Mid Cap Fund
-0.36
19
0.07
13
-1.91
14
-3.06
13
-0.21
17
-0.99
15
20.40
10
11.11
14
Taurus Discovery (Midcap) Fund
-0.36
18
-0.96
23
-2.93
20
-1.12
4
4.01
4
2.87
7
17.66
14
11.14
13
Union Midcap Fund
-0.04
8
0.70
6
-2.69
18
-5.30
24
-2.93
23
-1.84
17
ITI Mid Cap Fund
0.13
6
-0.33
18
-3.08
21
-4.10
20
0.25
15
2.07
10
Baroda BNP Paribas Mid Cap Fund
-0.37
20
-0.52
21
-1.83
11
-3.44
16
1.67
9
Click on + to See Details
As On: 07 February 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

-0.77
24
-2.48
20
-0.56
21
32.51
6
17.37
16

Axis Midcap Fund

-0.64
22
-2.97
23
-0.14
17
26.37
15
21.49
11

Franklin India Prima Fund

0.29
5
-1.25
14
1.12
14
19.20
20
15.18
19

Mirae Asset Midcap Fund

-0.03
12
-0.08
4
1.26
12
31.25
9

Boi Axa Mid & Small Cap Equity & Debt Fund

-0.04
13
-0.61
10
-0.25
20
35.00
5
21.58
10

Dsp Midcap Fund

-0.60
21
-2.62
21
-1.59
22
18.74
21
16.93
17

Edelweiss Mid Cap Fund

0.00
9
-1.23
13
2.45
7
31.64
7
23.57
3

Hdfc Mid Cap Opportunities Fund

0.87
2
1.76
2
5.31
3
28.26
13
18.69
15

Idbi Midcap Fund

-0.26
17
-2.06
17
-1.76
23
21.84
19
15.41
18

Invesco India Midcap Fund

0.39
3
-0.77
11
1.14
13
27.67
14
20.65
13

Kotak Emerging Equity Fund

0.11
8
-0.14
5
2.76
6
29.24
12
23.32
5

Mahindra Unnati Emerging Business Yojana

-0.01
11
-0.41
8
0.79
15
31.15
10
22.00
9

Motilal Oswal Midcap 30 Fund (Mof30)

-0.17
14
-0.40
7
8.94
1
39.03
3
22.11
8

Nippon India Growth Fund

0.24
6
-0.16
6
3.22
5
31.58
8
22.52
6

Pgim India Midcap Opportunities Fund

-0.57
20
-2.27
19
2.41
8
42.67
2
32.63
1

Quant Mid Cap Fund

0.88
1
5.01
1
6.99
2
47.07
1
28.58
2

Sbi Magnum Midcap Fund

-0.70
23
-2.01
16
4.12
4
35.35
4
23.55
4

Sundaram Mid Cap Fund

-0.22
16
-1.12
12
2.33
9
23.29
18
14.60
20

Tata Mid Cap Growth Fund

0.17
7
-0.56
9
0.16
16
26.11
16
20.68
12

Uti Mid Cap Fund

-0.30
18
-2.10
18
1.89
11
30.93
11
22.33
7

Taurus Discovery (Midcap) Fund

0.31
4
1.35
3
-0.23
18
25.52
17
18.95
14

Union Midcap Fund

-0.56
19
-2.69
22
1.98
10

Iti Mid Cap Fund

-0.17
15
-1.35
15
-0.25
19

Baroda Bnp Paribas Mid Cap Fund

0.00
10
As On: 07 February 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

-0.68
24
-2.27
20
-0.09
21
33.69
6
18.44
16

Axis Midcap Fund

-0.54
22
-2.67
23
0.50
18
28.09
15
23.09
10

Franklin India Prima Fund

0.36
4
-1.06
15
1.53
15
20.14
20
16.19
19

Mirae Asset Midcap Fund

0.08
12
0.22
4
1.87
12
33.05
9

Boi Axa Mid & Small Cap Equity & Debt Fund

0.04
13
-0.33
10
0.21
19
36.11
5
22.63
11

Dsp Midcap Fund

-0.52
21
-2.38
22
-1.09
22
19.90
21
18.06
17

Edelweiss Mid Cap Fund

0.14
9
-0.84
13
3.25
8
33.59
7
25.50
3

Hdfc Mid Cap Opportunities Fund

0.93
2
1.94
2
5.69
3
29.16
14
19.50
14

Idbi Midcap Fund

-0.18
17
-1.84
17
-1.29
23
22.92
19
16.58
18

Invesco India Midcap Fund

0.51
3
-0.41
11
1.86
13
29.53
13
22.47
12

Kotak Emerging Equity Fund

0.21
8
0.18
5
3.40
6
30.95
12
24.90
4

Mahindra Unnati Emerging Business Yojana

0.14
10
0.02
7
1.66
14
33.37
8
24.03
6

Motilal Oswal Midcap 30 Fund (Mof30)

-0.08
15
-0.11
8
9.58
1
40.67
3
23.59
7

Nippon India Growth Fund

0.32
6
0.05
6
3.61
5
32.50
10
23.35
9

Pgim India Midcap Opportunities Fund

-0.44
20
-1.88
19
3.25
7
45.41
2
34.97
1

Quant Mid Cap Fund

1.27
1
5.66
1
8.02
2
50.52
1
30.85
2

Sbi Magnum Midcap Fund

-0.63
23
-1.80
16
4.56
4
36.58
4
24.66
5

Sundaram Mid Cap Fund

-0.13
16
-0.91
14
2.81
9
24.31
18
15.54
20

Tata Mid Cap Growth Fund

0.28
7
-0.25
9
0.81
17
27.68
16
22.24
13

Uti Mid Cap Fund

-0.22
18
-1.84
18
2.41
11
32.20
11
23.44
8

Taurus Discovery (Midcap) Fund

0.34
5
1.43
3
-0.08
20
25.99
17
19.44
15

Union Midcap Fund

-0.41
19
-2.30
21
2.72
10

Iti Mid Cap Fund

0.02
14
-0.76
12
0.93
16

Baroda Bnp Paribas Mid Cap Fund

0.09
11
As On: 31 December 2022
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

-19.78
13
-32.66
21
-11.84
18
24.46
14
19.71
17

Axis Midcap Fund

-16.48
3
-21.50
2
-10.02
14
19.87
1
15.15
1

Franklin India Prima Fund

-19.72
12
-30.16
13
-12.36
20
24.46
13
18.84
11

Mirae Asset Midcap Fund

-17.85
10
-28.98
11
-8.91
10
23.64
10
18.79
10

Bank Of India Mid & Small Cap Equity & Debt Fund

-23.63
20
-20.65
1
-9.87
13
20.14
2
16.22
2

Dsp Midcap Fund

-20.32
17
-27.07
8
-10.97
16
21.87
3
17.11
3

Edelweiss Mid Cap Fund

-17.70
8
-29.87
12
-9.64
12
24.67
18
19.22
13

Hdfc Mid Cap Opportunities Fund

-17.43
7
-30.48
15
-7.36
5
24.47
15
19.37
15

Idbi Midcap Fund

-20.03
15
-30.23
14
-15.94
21
24.58
17
19.28
14

Invesco India Midcap Fund

-20.16
16
-25.91
6
-6.48
1
22.27
6
17.81
7

Kotak Emerging Equity Fund

-17.12
6
-31.67
17
-8.80
9
24.39
11
19.46
16

Mahindra Manulife Mid Cap Unnati Yojana

-20.85
18
-24.60
4
-6.67
3
22.03
4
17.13
4

Motilal Oswal Midcap 30 Fund (Mof30)

-18.32
11
-32.22
19
-10.09
15
24.45
12
20.56
21

Nippon India Growth Fund

-17.74
9
-30.86
16
-11.02
17
24.78
20
19.96
19

Pgim India Midcap Opportunities Fund

-15.64
2
-26.36
7
-9.17
11
24.51
16
18.97
12

Quant Mid Cap Fund

-21.84
19
-25.85
5
-7.93
7
23.21
9
17.58
6

Sbi Magnum Midcap Fund

-17.06
5
-31.80
18
-12.15
19
25.10
21
19.79
18

Sundaram Mid Cap Fund

-15.24
1
-32.36
20
-8.04
8
24.71
19
19.97
20

Tata Mid Cap Growth Fund

-17.00
4
-28.62
10
-7.81
6
22.91
7
18.19
8

Uti Mid Cap Fund

-19.95
14
-28.47
9
-6.51
2
23.03
8
18.24
9

Taurus Discovery (Midcap) Fund

-24.16
21
-24.00
3
-7.06
4
22.22
5
17.37
5

Baroda Bnp Paribas Mid Cap Fund

As On: 31 December 2022
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

0.36
17
0.18
18
0.38
19
0.49
-3.04
16 0.88 9
0.96
11
0.10
16
1.63
16
-0.0565
17

Axis Midcap Fund

0.49
15
0.24
15
0.54
11
0.48
2.08
10 0.77 20
0.92
17
0.13
15
1.72
15
-0.0223
12

Franklin India Prima Fund

0.35
18
0.19
17
0.39
17
0.49
-5.16
20 0.93 4
0.97
3
0.09
17
1.54
18
-0.0674
19

Mirae Asset Midcap Fund

0.68
4
0.30
4
0.61
4
0.49
5.07
3 0.85 13
0.96
5
0.19
3
2.26
3
0.0192
4

Bank Of India Mid & Small Cap Equity & Debt Fund

0.71
3
0.31
3
0.71
3
0.47

Dsp Midcap Fund

0.25
21
0.14
21
0.33
21
0.50
-4.80
19 0.79 19
0.96
6
0.07
20
1.34
20
-0.0932
20

Edelweiss Mid Cap Fund

0.60
7
0.28
6
0.56
7
0.49
2.94
5 0.89 5
0.97
4
0.17
5
2.10
6
0.0058
6

Hdfc Mid Cap Opportunities Fund

0.60
6
0.28
7
0.55
9
0.50
2.93
6 0.89 6
0.98
1
0.17
6
2.11
5
0.0056
7

Idbi Midcap Fund

0.33
20
0.17
19
0.38
18
0.49
-4.07
18 0.88 7
0.96
7
0.09
18
1.55
17
-0.0653
18

Invesco India Midcap Fund

0.53
13
0.25
14
0.53
12
0.49
1.86
11 0.79 16
0.95
14
0.15
10
1.95
10
-0.0250
13

Kotak Emerging Equity Fund

0.55
12
0.26
11
0.50
15
0.50
1.70
12 0.88 8
0.97
2
0.15
9
2.01
8
-0.0079
10

Mahindra Manulife Mid Cap Unnati Yojana

0.55
11
0.26
9
0.56
6
0.48
3.05
4 0.85 12
0.92
18
0.14
12
1.85
13
0.0029
8

Motilal Oswal Midcap 30 Fund (Mof30)

0.56
10
0.25
12
0.50
14
0.50
2.78
7 0.85 14
0.89
19
0.16
7
2.05
7
-0.0046
9

Nippon India Growth Fund

0.56
9
0.26
10
0.53
13
0.50
2.58
9 0.98 1
0.96
9
0.14
13
1.91
12
0.0223
3

Pgim India Midcap Opportunities Fund

0.93
2
0.42
2
0.85
2
0.49
12.02
2 0.86 11
0.92
16
0.26
2
2.74
2
0.0910
2

Quant Mid Cap Fund

1.08
1
0.50
1
0.93
1
0.48
15.49
1 0.79 17
0.78
20
0.32
1
2.90
1
0.1087
1

Sbi Magnum Midcap Fund

0.64
5
0.30
5
0.57
5
0.50
2.59
8 0.94 3
0.95
13
0.17
4
2.12
4
0.0131
5

Sundaram Mid Cap Fund

0.33
19
0.17
20
0.36
20
0.50
-3.52
17 0.97 2
0.95
12
0.08
19
1.47
19
-0.0399
16

Tata Mid Cap Growth Fund

0.46
16
0.22
16
0.46
16
0.50
-0.08
15 0.82 15
0.96
8
0.13
14
1.81
14
-0.0382
15

Uti Mid Cap Fund

0.59
8
0.27
8
0.55
10
0.49
1.60
14 0.87 10
0.96
10
0.16
8
2.01
9
-0.0130
11

Taurus Discovery (Midcap) Fund

0.52
14
0.25
13
0.55
8
0.48
1.66
13 0.79 18
0.93
15
0.15
11
1.92
11
-0.0283
14

Baroda Bnp Paribas Mid Cap Fund





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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.