Produced by: Basudha Das
Designed by: Mohsin Shaikh
Midcap Mutual Funds are equity funds that invest in the mid-sized companies of India. Mid-cap schemes are mandated to invest in companies that rank between 101 and 250 in market capitalisation, as per Sebi norms
Actively-managed midcap schemes offered an average return of 22.45% in 2023 so far. The actively-managed midcap schemes are benchmarked against Nifty Midcap 100 - TRI, Nifty Midcap 150 - TRI, and S&P BSE 150 MidCap - TRI
Quant Mid Cap Fund Direct-Growth has Rs 2,789 crores worth of assets under management (AUM) as on June 30, 2023
Quant Mid Cap Fund Direct-Growth has given returns of 29.57% in last one year, 40.55% in 3 years. Since launch, it has delivered 18.09% average annual returns. It was launched in 2013
The fund has mainly invested in Financial, Energy, Healthcare, Capital Goods, Automobile sectors. The net asset value, as of September 29, is Rs 182.32
Quant Mid Cap Fund's top 5 holdings are in Reliance Industries Ltd, Punjab National Bank, Linde India Ltd, Escorts Kubota Ltd, ACC Ltd
Motilal Oswal Midcap has Rs 5,735 crores worth of assets under management (AUM) as on June 30, 2023
Motilal Oswal Midcap Fund Direct-Growth has given returns of 22.42% in last one year, 37.84% in 3 years. Since launch, it has delivered 22.54% average annual returns. It was launched in 2014
The fund has mainly invested in Technology, Financial, Services, Chemicals, Capital Goods sectors. The net asset value, as of September 29, is Rs 70.37
Motilal Oswal Midcap's top 5 holdings are JIO Financial Services Ltd, Zomato Ltd, KPIT Engineering Ltd, Deepak Nitrite Ltd, NIIT Technologies Ltd
SBI Magnum Mid Cap Direct Plan-Growth has Rs 12,555 crores worth of assets under management (AUM) as on June 30, 2023
SBI Magnum Mid Cap Direct Plan-Growth has given returns of 22.72% in last one year, 35.48% in 3 years. Since launch, it has delivered 20.04% average annual returns. The scheme was launched in 2013
The fund has mainly invested in Automobile, Capital Goods, Financial, Services, Chemicals sectors. The net asset value, as of September 29, is Rs 199.45
SBI Magnum Midcap Fund's top 5 holdings are in Crisil Ltd, Schaeffler India Ltd, Thermax Ltd, Coromandel International Ltd, TI Financial Holdings Ltd