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Equity - Mid Cap Fund 2024

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Decizen Rating (Understand the Method): P: Performance, Q: Quality, UP: Upside Potential
Compare Funds

Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Kotak Emerging Equity Fund(G)-Direct Plan
Kotak Emerging Equity Fund(G)-Direct Plan
129.32
42,699
21.6
01 Jan' 13
43.55
23.85
23.61
17.81
27.61
21.67
18.71
21.52
Unlock
Edelweiss Mid Cap Fund-Reg(G)
Edelweiss Mid Cap Fund-Reg(G)
81.78
5,534
13.7
26 Dec' 07
53.3
27
25.54
17.88
25.81
21.55
18.85
18.48
Unlock
Kotak Emerging Equity Fund(G)
Kotak Emerging Equity Fund(G)
113.10
42,699
15.2
30 Mar' 07
43.55
23.85
23.61
17.81
26.08
21.52
18.52
17.42
Unlock
Edelweiss Mid Cap Fund(G)-Direct Plan
Edelweiss Mid Cap Fund(G)-Direct Plan
94.00
5,534
22.7
01 Jan' 13
53.3
27
25.54
17.88
27.38
20.87
18.04
20.81
Unlock
HDFC Mid-Cap Opportunities Fund(G)
HDFC Mid-Cap Opportunities Fund(G)
167.23
63,413
18.1
25 Jun' 07
57.06
29.65
24.57
18.25
25.18
20.58
18.38
18.73
Unlock
HDFC Mid-Cap Opportunities Fund(G)-Direct Plan
HDFC Mid-Cap Opportunities Fund(G)-Direct Plan
182.79
63,413
22.2
31 Dec' 12
57.06
29.65
24.57
18.25
26.18
19.88
16.77
19.76
Unlock
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
33.74
2,433
21.3
30 Jan' 18
64.12
28.81
26.12
N/A
24.20
25.53
21.05
N/A
Unlock
Invesco India Midcap Fund(G)-Direct Plan
Invesco India Midcap Fund(G)-Direct Plan
162.69
4,512
21.6
01 Jan' 13
50.43
25.32
23
16.76
25.55
19.94
17.85
19.92
Unlock
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
108.06
1,891
20.9
02 Jan' 13
50.02
23.8
23.67
16.26
24.35
18.96
16.09
18.89
Unlock
DSP Midcap Fund-Reg(G)
DSP Midcap Fund-Reg(G)
129.84
17,079
15.8
14 Nov' 06
45.41
17.44
18.29
15.29
22.09
18.49
16.87
17.12
Unlock
Taurus Mid Cap Fund(G)-Direct Plan
Taurus Mid Cap Fund(G)-Direct Plan
126.37
126
18.8
01 Jan' 13
54.46
23.95
22.76
16.84
23.33
17.74
15.73
17.72
Unlock
Mahindra Manulife Mid Cap Fund-Reg(G)
Mahindra Manulife Mid Cap Fund-Reg(G)
30.31
2,433
19.2
30 Jan' 18
64.12
28.81
26.12
N/A
22.15
23.46
19.05
N/A
Unlock
SBI Magnum Midcap Fund-Reg(G)
SBI Magnum Midcap Fund-Reg(G)
215.41
17,910
17.4
29 Mar' 05
40.55
24.46
23.78
15.9
24.09
20.95
17.59
16.08
Unlock
UTI Mid Cap Fund-Reg(G)
UTI Mid Cap Fund-Reg(G)
271.51
10,475
16.4
30 Jul' 05
42.05
21.58
22.09
14.74
24.27
20.34
17.70
17.20
Unlock
Axis Midcap Fund-Reg(G)
Axis Midcap Fund-Reg(G)
99.79
26,637
18.9
18 Feb' 11
42.65
20.07
21.43
16.23
22.70
20.10
17.88
18.33
Unlock
Invesco India Midcap Fund(G)
Invesco India Midcap Fund(G)
137.31
4,512
16.6
19 Apr' 07
50.43
25.32
23
16.76
23.63
19.99
18.11
17.73
Unlock
Tata Mid Cap Growth Fund-Reg(G)
Tata Mid Cap Growth Fund-Reg(G)
396.29
3,637
13.1
01 Jul' 94
56.24
25.24
23.12
16.35
24.26
19.96
17.38
16.37
Unlock
Baroda BNP Paribas Mid Cap Fund-Reg(G)
Baroda BNP Paribas Mid Cap Fund-Reg(G)
92.34
1,891
13.1
02 May' 06
50.02
23.8
23.67
16.26
22.61
19.64
17.65
16.15
Unlock
HSBC Midcap Fund-Reg(G)
HSBC Midcap Fund-Reg(G)
343.70
10,342
19.6
09 Aug' 04
60.92
23.69
20.52
16.71
23.94
19.61
17.29
17.11
Unlock
SBI Magnum Midcap Fund(G)-Direct Plan
SBI Magnum Midcap Fund(G)-Direct Plan
239.03
17,910
20.8
01 Jan' 13
40.55
24.46
23.78
15.9
25.25
19.48
15.51
19.29
Unlock
Axis Midcap Fund(G)-Direct Plan
Axis Midcap Fund(G)-Direct Plan
114.59
26,637
20.5
01 Jan' 13
42.65
20.07
21.43
16.23
24.27
19.42
18.44
19.36
Unlock
ICICI Pru Midcap Fund(G)
ICICI Pru Midcap Fund(G)
263.72
5,814
18.2
28 Oct' 04
55.16
25.51
21.67
15.73
24.44
19.33
16.26
15.03
Unlock
PGIM India Midcap Opp Fund(G)-Direct Plan
PGIM India Midcap Opp Fund(G)-Direct Plan
65.12
10,155
19.6
02 Dec' 13
31.43
19.58
25.56
15.58
21.37
19.17
16.39
17.43
Unlock
Tata Mid Cap Growth Fund(G)-Direct Plan
Tata Mid Cap Growth Fund(G)-Direct Plan
444.22
3,637
21.3
01 Jan' 13
56.24
25.24
23.12
16.35
25.52
19.12
16.73
19.18
Unlock
Franklin India Prima Fund(G)
Franklin India Prima Fund(G)
2378.40
10,706
19.7
01 Dec' 93
50.71
22.38
19.39
15.17
22.19
19.03
17.12
16.77
Unlock
HSBC Midcap Fund(G)-Direct Plan
HSBC Midcap Fund(G)-Direct Plan
383.70
10,342
21.2
01 Jan' 13
60.92
23.69
20.52
16.71
25.15
18.79
16.21
18.75
Unlock
UTI Mid Cap Fund(G)-Direct Plan
UTI Mid Cap Fund(G)-Direct Plan
299.41
10,475
20.4
01 Jan' 13
42.05
21.58
22.09
14.74
25.35
18.78
15.66
18.66
Unlock
Taurus Mid Cap Fund-Reg(G)
Taurus Mid Cap Fund-Reg(G)
120.28
126
8.7
05 Sep' 94
54.46
23.95
22.76
16.84
22.80
18.78
16.06
13.29
Unlock
Quant Mid Cap Fund(G)-Direct Plan
Quant Mid Cap Fund(G)-Direct Plan
258.86
6,920
20.7
07 Jan' 13
70.74
36.14
32.62
19.52
22.20
18.70
16.18
18.10
Unlock
Nippon India Growth Fund(G)-Direct Plan
Nippon India Growth Fund(G)-Direct Plan
3830.01
26,822
19.5
01 Jan' 13
60.08
30.26
25.71
18.1
23.99
18.57
16.14
18.38
Unlock
ICICI Pru Midcap Fund(G)-Direct Plan
ICICI Pru Midcap Fund(G)-Direct Plan
292.72
5,814
20.8
01 Jan' 13
55.16
25.51
21.67
15.73
25.61
18.31
15.47
18.23
Unlock
Nippon India Growth Fund(G)
Nippon India Growth Fund(G)
3529.84
26,822
22.7
08 Oct' 95
60.08
30.26
25.71
18.1
23.09
18.24
15.00
14.69
Unlock
Sundaram Mid Cap Fund-Reg(G)
Sundaram Mid Cap Fund-Reg(G)
1188.29
10,732
24.4
19 Jul' 02
56.04
26.18
20.18
15.25
22.53
18.20
15.89
16.92
Unlock
DSP Midcap Fund(G)-Direct Plan
DSP Midcap Fund(G)-Direct Plan
142.79
17,079
18.8
31 Dec' 12
45.41
17.44
18.29
15.29
23.12
18.12
16.22
17.92
Unlock
Motilal Oswal Midcap Fund(G)-Direct Plan
Motilal Oswal Midcap Fund(G)-Direct Plan
94.88
9,819
24.6
24 Feb' 14
61.25
36.59
26.91
18.05
22.72
17.91
14.67
18.96
Unlock
Franklin India Prima Fund(G)-Direct Plan
Franklin India Prima Fund(G)-Direct Plan
2648.86
10,706
20
01 Jan' 13
50.71
22.38
19.39
15.17
23.38
17.69
15.11
17.59
Unlock
PGIM India Midcap Opp Fund-Reg(G)
PGIM India Midcap Opp Fund-Reg(G)
57.05
10,155
18.1
02 Dec' 13
31.43
19.58
25.56
15.58
19.76
17.48
14.71
15.88
Unlock
Aditya Birla SL Midcap Fund(G)
Aditya Birla SL Midcap Fund(G)
683.50
5,303
21.6
03 Oct' 02
51.75
24.52
19.33
14.3
21.41
17.09
14.21
14.98
Unlock
Quant Mid Cap Fund(G)
Quant Mid Cap Fund(G)
233.83
6,920
14.5
26 Feb' 01
70.74
36.14
32.62
19.52
20.98
17.02
13.46
10.65
Unlock
Sundaram Mid Cap Fund(G)-Direct Plan
Sundaram Mid Cap Fund(G)-Direct Plan
1284.86
10,732
19.2
02 Jan' 13
56.04
26.18
20.18
15.25
23.41
17.00
13.67
16.96
Unlock
Aditya Birla SL Midcap Fund(G)-Direct Plan
Aditya Birla SL Midcap Fund(G)-Direct Plan
754.02
5,303
17.5
01 Jan' 13
51.75
24.52
19.33
14.3
22.49
16.63
13.22
16.43
Unlock
Motilal Oswal Midcap Fund-Reg(G)
Motilal Oswal Midcap Fund-Reg(G)
83.80
9,819
23.1
24 Feb' 14
61.25
36.59
26.91
18.05
21.22
16.46
13.27
17.51
Unlock
LIC MF Midcap Fund(G)-Direct Plan
LIC MF Midcap Fund(G)-Direct Plan
28.90
260
15.6
25 Jan' 17
51.5
20.9
18.73
N/A
15.14
14.06
12.18
N/A
Unlock
LIC MF Midcap Fund(G)
LIC MF Midcap Fund(G)
26.17
260
14.1
25 Jan' 17
51.5
20.9
18.73
N/A
13.72
12.78
10.86
N/A
Unlock
Union Midcap Fund(G)-Direct Plan
Union Midcap Fund(G)-Direct Plan
44.12
1,140
42.9
23 Mar' 20
46.66
24.31
N/A
N/A
35.62
30.31
N/A
N/A
Unlock
Mirae Asset Midcap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
34.48
15,139
29.4
29 Jul' 19
50.66
24.23
N/A
N/A
34.13
29.79
N/A
N/A
Unlock
Union Midcap Fund-Reg(G)
Union Midcap Fund-Reg(G)
41.69
1,140
41
23 Mar' 20
46.66
24.31
N/A
N/A
33.77
28.50
N/A
N/A
Unlock
Mirae Asset Midcap Fund-Reg(G)
Mirae Asset Midcap Fund-Reg(G)
32.28
15,139
27.6
29 Jul' 19
50.66
24.23
N/A
N/A
32.31
28.05
N/A
N/A
Unlock
ITI Mid Cap Fund(G)-Direct Plan
ITI Mid Cap Fund(G)-Direct Plan
21.26
820
26.5
05 Mar' 21
67.48
24.38
N/A
N/A
21.60
25.86
N/A
N/A
Unlock
ITI Mid Cap Fund-Reg(G)
ITI Mid Cap Fund-Reg(G)
19.86
820
23.9
05 Mar' 21
67.48
24.38
N/A
N/A
19.07
23.24
N/A
N/A
Unlock
Bandhan Midcap Fund-Reg(G)
Bandhan Midcap Fund-Reg(G)
15.45
1,181
28.2
18 Aug' 22
49.4
N/A
N/A
N/A
35.11
N/A
N/A
N/A
Unlock
Canara Rob Mid Cap Fund-Reg(G)
Canara Rob Mid Cap Fund-Reg(G)
14.86
2,154
31.2
02 Dec' 22
45
N/A
N/A
N/A
40.39
N/A
N/A
N/A
Unlock
Bandhan Midcap Fund(G)-Direct Plan
Bandhan Midcap Fund(G)-Direct Plan
15.91
1,181
30.4
18 Aug' 22
49.4
N/A
N/A
N/A
37.34
N/A
N/A
N/A
Unlock
WOC Mid Cap Fund-Reg(G)
WOC Mid Cap Fund-Reg(G)
15.93
1,814
31.6
07 Sep' 22
55.82
N/A
N/A
N/A
42.98
N/A
N/A
N/A
Unlock
WOC Mid Cap Fund(G)-Direct Plan
WOC Mid Cap Fund(G)-Direct Plan
16.40
1,814
33.9
07 Sep' 22
55.82
N/A
N/A
N/A
45.40
N/A
N/A
N/A
Unlock
Canara Rob Mid Cap Fund(G)-Direct Plan
Canara Rob Mid Cap Fund(G)-Direct Plan
15.18
2,154
33.1
02 Dec' 22
45
N/A
N/A
N/A
42.50
N/A
N/A
N/A
Unlock
JM Midcap Fund-Reg(G)
JM Midcap Fund-Reg(G)
18.00
955
48.4
21 Nov' 22
69.83
N/A
N/A
N/A
55.81
N/A
N/A
N/A
Unlock
JM Midcap Fund(G)-Direct Plan
JM Midcap Fund(G)-Direct Plan
18.52
955
51.2
21 Nov' 22
69.83
N/A
N/A
N/A
58.72
N/A
N/A
N/A
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*Based on the Fund's Ranking within its Category
Great Decisions Ensure Success
Categories: Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds
Fund House (AMC): Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T
Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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Mobile No: +91 97638 00745
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Email : mukta.vaze@moneyworks4me.com
Mobile No:+91 98609 19463
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Name: Atharva Bhide
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Mobile No:+91 91758 99463
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