Mutual funds, Mutual funds returns

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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Produced by: Basudha Das
Designed by: Mohsin Shaikh

Reliance Industries, Reliance Industries mutual funds, Invest in 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

Midcap Mutual Funds

Quant Mid Cap Fund, Motilal Oswal Midcap, SBI Magnum Midcap Fund

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

Midcap schemes

Quant Mid Cap Fund returns, Motilal Oswal Midcap returns

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: AUM

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

Quant Mid Cap Fund: Returns

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: Investment & NAV

Quant Mid Cap Fund's top 5 holdings are in Reliance Industries Ltd, Punjab National Bank, Linde India Ltd, Escorts Kubota Ltd, ACC Ltd

Quant Mid Cap Fund:
Top Holdings

Motilal Oswal Midcap has Rs 5,735 crores worth of assets under management (AUM) as on June 30, 2023

Motilal Oswal Midcap: AUM

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

Motilal Oswal Midcap:
Returns

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: Investment & NAV

Motilal Oswal Midcap's top 5 holdings are JIO Financial Services Ltd, Zomato Ltd, KPIT Engineering Ltd, Deepak Nitrite Ltd, NIIT Technologies Ltd

Motilal Oswal Midcap:
Top Holdings

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 Midcap
Fund: AUM

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

SBI Magnum Midcap
Fund: Returns

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: Investment & NAV

SBI Magnum Midcap Fund's top 5 holdings are in Crisil Ltd, Schaeffler India Ltd, Thermax Ltd, Coromandel International Ltd, TI Financial Holdings Ltd

SBI Magnum Midcap Fund: Top holdings