Quant Mid Cap Fund vs Motilal Oswal Midcap vs SBI Magnum Midcap Fund: Mutual funds returns for 3 years, AUM, NAV and more

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Midcap Mutual Funds

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 [{ "selector": ".adjmq-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 415px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".ggzxl-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Midcap schemes

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 [{ "selector": ".qruum-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 415px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".jolzw-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Quant Mid Cap Fund: AUM

Quant Mid Cap Fund Direct-Growth has Rs 2,789 crores worth of assets under management (AUM) as on June 30, 2023 [{ "selector": ".tjcfp-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".nrcjj-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Quant Mid Cap Fund: Returns

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 [{ "selector": ".zjeme-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349.0001331676135px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".qqpzx-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Quant Mid Cap Fund: Investment & NAV

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 [{ "selector": ".nxudm-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349.0001331676135px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".wnuzg-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Quant Mid Cap Fund:
Top Holdings

Quant Mid Cap Fund's top 5 holdings are in Reliance Industries Ltd, Punjab National Bank, Linde India Ltd, Escorts Kubota Ltd, ACC Ltd [{ "selector": ".uwqgx-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".mogxq-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Motilal Oswal Midcap: AUM

Motilal Oswal Midcap has Rs 5,735 crores worth of assets under management (AUM) as on June 30, 2023 [{ "selector": ".pmmjt-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".qraam-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Motilal Oswal Midcap:
Returns

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 [{ "selector": ".efzot-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".bqing-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Motilal Oswal Midcap: Investment & NAV

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 [{ "selector": ".xodco-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".zmbxa-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

Motilal Oswal Midcap:
Top Holdings

Motilal Oswal Midcap's top 5 holdings are JIO Financial Services Ltd, Zomato Ltd, KPIT Engineering Ltd, Deepak Nitrite Ltd, NIIT Technologies Ltd [{ "selector": ".mozpm-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".iancg-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

SBI Magnum Midcap
Fund: AUM

SBI Magnum Mid Cap Direct Plan-Growth has Rs 12,555 crores worth of assets under management (AUM) as on June 30, 2023 [{ "selector": ".qzamu-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".zdmbw-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

SBI Magnum Midcap
Fund: Returns

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 [{ "selector": ".zrdsr-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 425px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".osird-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

SBI Magnum Midcap Fund: Investment & NAV

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 [{ "selector": ".glxto-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 425px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".iwlzs-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

SBI Magnum Midcap Fund: Top holdings

SBI Magnum Midcap Fund's top 5 holdings are in Crisil Ltd, Schaeffler India Ltd, Thermax Ltd, Coromandel International Ltd, TI Financial Holdings Ltd [{ "selector": ".onokq-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateY(calc(600px - 445px))", "opacity": "1"}, {"offset": 1, "transform": "translateY(0)", "opacity": "1"} ] }, { "selector": ".rlrsa-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]

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