Aims to provide long term capital appreciation as primary objective and income as secondary objective. The fund aims to achieve a high degree of capital appreciation through investments in smaller and faster growing companies
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -5.86% | -6.55% | -1.57% | -3.51% | -4.41% | -2.71% | 12.48% | 14.65% | 10.41% | 12.56% | 18.46% |
| Category returns | -5.85% | -4.69% | 0.92% | 2.35% | 0.08% | -0.26% | 13.48% | 15.57% | 11.95% | 14.28% | N/A |
| Absolute returns | -5.86% | -6.55% | -1.57% | -3.51% | -4.41% | -5.35% | 42.35% | 72.83% | 64.15% | 226.47% | 0% |
| Rank within category | 17/34 | 26/33 | 23/33 | 31/31 | 29/31 | 25/29 | 19/29 | 17/27 | 18/25 | 15/20 | N/A |
| Mid Cap Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 8.45% | 39.7% | -9.39% | 3.53% | 17.78% | 32.62% | 2.17% | 36.75% | 31.83% | 1.61% | -6.07% |
| Q1 returns | -3.66% | 17.34% | -6.31% | 5.05% | -27.99% | 10.85% | -4.94% | -3.65% | 3.17% | -9.17% | -14.76% |
| Q2 returns | 12.39% | 2.78% | -2.47% | -1.77% | 19.67% | 10.71% | -9.78% | 15.42% | 20.56% | 12.23% | 14.75% |
| Q3 returns | 7.35% | 2.98% | -4.22% | -2.85% | 10.8% | 11.21% | 17.71% | 8.05% | 8.88% | -5.06% | -2.56% |
| Q4 returns | -6.69% | 12.48% | 3.52% | 3.28% | 23.36% | -2.83% | 1.2% | 13.81% | -2.65% | 5% | -1.45% |
1% on or before 1Y
| Alpha | -0.00361345 |
| Beta | 0.9502 |
| Sharpe Ratio | 0.152963 |
| Sortino Ratio | 0.282909 |
| R-Squared | 0.9453 |
| Tracking Error | 1.0852 |
| Downside Risk | 23.1508 |
| Std. Deviation (Annualised) | 16.0732 |
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Plan - Growth | -6.62% | -2.36% | 6.43% | 12.63% | 9.64% | 19.71% | 15.17% | 15.18% | 18.61% | 16,799.60 | 2.21 | 0.24 | Very High |
| Invesco India Midcap Fund - Regular Plan - Growth | -6.16% | -6.58% | 3.36% | 4.07% | -0.27% | 19.62% | 15.34% | 16.73% | 16.13% | 15,748.80 | 1.88 | 0.24 | Very High |
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | -5.13% | -3.48% | 4.47% | 6.01% | 5.01% | 17.95% | N/A | N/A | 19.6% | 7,539.96 | 2.26 | 0.24 | Very High |
| ICICI Prudential Mid Cap Fund - Growth | -7.36% | -5.65% | -3.24% | 2.74% | 3.82% | 17.75% | 13.62% | 14.66% | 17.03% | 7,960.87 | 1.85 | 0.23 | Very High |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | -5.43% | -5.03% | -0.61% | -0.02% | -0.12% | 17.3% | 14.22% | 16.45% | 13.14% | 19,230.20 | 1.87 | 0.22 | Very High |
| Motilal Oswal Midcap Fund - Regular Plan - Growth | -5.16% | -0.63% | 6.16% | 1.34% | -5.95% | 16.1% | 17.2% | 15.17% | 19.81% | 40,207.50 | 1.64 | 0.18 | Very High |
| ITI Mid Cap Fund - Regular Plan - Growth | -6.97% | -5.91% | -0.62% | -0.6% | 0.41% | 15.39% | 12.08% | N/A | 14.66% | 1,452.83 | 2.42 | 0.19 | Very High |
| Nippon India Growth Mid Cap Fund - Growth Option | -5.21% | -5.29% | -2.09% | 1.47% | 0.45% | 15.18% | 14.42% | 16.32% | 21.51% | 50,176.00 | 1.55 | 0.19 | Very High |
| Sundaram Mid Cap Fund - Regular Plan - Growth | -6.37% | -6.78% | -2.29% | -0.87% | -1.96% | 14.86% | 13.41% | 12.46% | 22.57% | 13,854.10 | 1.86 | 0.19 | Very High |
| Franklin India Mid Cap Fund - Growth Current | -5.86% | -6.55% | -1.57% | -3.51% | -4.41% | 12.48% | 10.41% | 12.56% | 18.46% | 12,155.60 | 1.91 | 0.15 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 2.87% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.47% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 2.39% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.29% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 2.20% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 2.16% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.12% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 1.99% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 1.96% |
| Coforge Ltd. | IT - Software | Domestic Equities | 1.91% |
| Swiggy Ltd. | Retailing | Domestic Equities | 1.90% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.85% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.77% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.77% |
| Call, Cash & Other Assets | Cash & Cash Equivalents and Net Assets | 1.74% | |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 1.69% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 1.59% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 1.55% |
| Ipca Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.55% |
| Shree Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.54% |
| Astral Ltd. | Industrial Products | Domestic Equities | 1.52% |
| MTAR Technologies Ltd. | Electrical Equipment | Domestic Equities | 1.51% |
| State Bank Of India | Banks | Domestic Equities | 1.51% |
| Poonawalla Fincorp Ltd. | Finance | Domestic Equities | 1.50% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 1.49% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.46% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 1.40% |
| Deepak Nitrite Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.38% |
| HDB Financial Services Ltd. | Finance | Domestic Equities | 1.38% |
| Mahindra & Mahindra Financial Services Ltd. | Finance | Domestic Equities | 1.38% |
| Meesho Ltd. | Retailing | Domestic Equities | 1.37% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.37% |
| Emmvee Photovoltaic Power Ltd. | Electrical Equipment | Domestic Equities | 1.35% |
| Equitas Small Finance Bank Ltd. | Banks | Domestic Equities | 1.34% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 1.30% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.30% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 1.28% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 1.25% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 1.24% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 1.22% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 1.20% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 1.19% |
| Honasa Consumer Ltd. | Personal Products | Domestic Equities | 1.18% |
| Angel One Ltd. | Capital Markets | Domestic Equities | 1.18% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.14% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.11% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 1.09% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.09% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 1.06% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.04% |
| Hexaware Technologies Ltd. | IT - Software | Domestic Equities | 1.02% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 1.01% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.96% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.95% |
| Trent Ltd. | Retailing | Domestic Equities | 0.95% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.95% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.92% |
| Aster DM Quality Care Ltd. | Healthcare Services | Domestic Equities | 0.92% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.89% |
| Escorts Kubota Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.89% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.84% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.81% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.81% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.80% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 0.78% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 0.75% |
| The Ramco Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.75% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.74% |
| Motherson Sumi Wiring India Ltd. | Auto Components | Domestic Equities | 0.73% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.72% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.71% |
| Kajaria Ceramics Ltd. | Consumer Durables | Domestic Equities | 0.62% |
| Emami Ltd. | Personal Products | Domestic Equities | 0.60% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 0.60% |
| City Union Bank Ltd. | Banks | Domestic Equities | 0.58% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.53% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.47% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.31% |
| 91 DTB (05-Nov-2026) $ ~~ | Treasury Bills | 0.20% | |
| JSW Infrastructure Ltd. | Transport Infrastructure | Domestic Equities | 0.07% |
| Total | 100.00% | ||
He is responsible for researching investment opportunities in automotive and airline sectors. Previously he worked with Cognizant Technology Solutions (April 2014 - July 2015) and Shapoorji Pallonji & Company Pvt. Ltd. (April 2011- March 2014).
He is responsible for stock research and enhancing portfolio performance.
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