Fundwire

Performance of mid-cap equity diversified funds

Performance meter: mid-cap equity diversified funds

Last updated: 08-Jul-2024•Value Research

We have isolated the equity diversified funds that have a tilt towards mid-cap.

Mid Cap Funds
Scheme Name		1 Month Return*
Taurus Infrastructure		53.47
JM Basic		51.18
Sundaram BNP Paribas CAPEX Opp Reg-D		44.71
Sundaram BNP Paribas CAPEX Opp Reg-G		43.95
Sundaram BNP Paribas Select Midcap Reg		43.68
Magnum Emerging Businesses		42.84
Taurus Starshare		41.62
Magnum Global		39.50
Principal Junior Cap		39.40
Tata Service Industries		38.97
Sahara Mid-Cap Fund		38.45
Taurus Discovery		38.38
Escorts Leading Sectors		37.73
Birla Sun Life Mid Cap		36.93
Sundaram BNP Paribas S.M.I.L.E. Reg		36.08
DSPBR Small and Mid Cap Reg		35.95
DBS Chola Midcap		35.61
Principal Emerging Bluechip		35.51
ING Contra		35.36
Sahara Power & Natural Resources		33.36
Tata Growth		33.18
AIG Infrastructure and Economic Reform Reg		32.98
Franklin India Prima		32.60
HDFC Premier Multi-Cap		32.42
HDFC Core & Satellite		32.15
Sahara Infrastructure Fixed Pricing		31.96
HDFC Equity		31.68
JP Morgan India Smaller Companies		31.55
Reliance Growth		30.68
Tata Midcap		30.42
ICICI Prudential Discovery		30.39
Tata Equity Opportunities		30.16
Kotak Mid-Cap		29.91
Reliance Equity Opportunities		29.48
Fortis Future Leaders		29.46
ICICI Prudential Emerging STAR		29.02
ING Midcap		28.58
HSBC Midcap Equity		28.46
ING Dividend Yield		28.04
Religare Contra		27.93
Birla Sun Life Dividend Yield Plus		27.50
Sundaram BNP Paribas Rural India Reg		27.43
Tata Equity PE		27.41
DSPBR Equity		27.15
Birla Sun Life India Opportunities		26.58
HDFC Growth		26.50
DBS Chola Global Advantage		26.40
Tata Select Equity		26.33
Tata Contra		26.10
Birla Sun Life Buy India		26.01
HDFC Capital Builder		25.02
Magnum COMMA		24.25
JM Contra		24.20
Principal Dividend Yield		24.01
Magnum Multiplier Plus		23.93
IDFC Premier Equity Plan A		23.41
Tata Dividend Yield		22.64
Escorts High Yield Equity		22.25
JM HI FI		21.31
Sahara Wealth Plus Fixed Pricing		20.12
Birla Sun Life India GenNext		19.60
ICICI Prudential Dynamic		17.42
Kotak MNC		16.42
Birla Sun Life MNC		15.99
UTI MNC		13.52
Average		30.70

* Returns between 27th Apr and 27th May

Go back to story: Small-, Mid-cap Funds Turn High-flyers

Top Picks

Two international funds stay open. Only one takes new SIPs

5 min read•By Aakar Rastogi

PPFAS Wealth takes its simple way to wealthy families

19 min read•By Ruchira Sharma

Welcome to the New Value Research!

2 min read•By Value Research

Laurus Labs: A contract manufacturer in the making

5 min read•By Arpit Suri

Five international funds open. Nasdaq 100 ETF nears value

5 min read•By Aakar Rastogi

New episodes every Friday

The cost of growing

Growth is only good when it pays its own way

Other Episodes

Other Categories

Fund Advisor's Note

Fund Advisor Live

Ask Value Research

In these short videos published on a daily basis, Value Research CEO Dhirendra Kumar answers readers’ questions on saving and investing.

Factor Insight

Fund Advisor

Personal Finance Insight

The Plan

A regular feature in which we draw out a financial plan to help investors reach specific goals.

alphanso

First Page

Value Research CEO Dhirendra Kumar reflects on pressing issues facing investors today and shares timeless advice to keep them on track.

Investors' Journeys

NPS

Articles about the National Pension System aka NPS, published on Value Research Online.

House Voice

Once every year, Value Research speaks to every Fund House to understand their views on developments in the past year, their strategies and expectations.

Special Report

Catch the latest webinars and updates on new issues here.

The Index Investor

Smart, low-cost investing made easy with broad market exposure and long-term focus.

Data for Thought

Articles that contain data analysis of stocks, mutual funds and other investment vehicles.

IPO Analysis

Our analyses of IPOs will answer important questions on the company’s fundamentals, business model, strengths, weaknesses, and of course the valuation of the stock.

Stock Advisor

Value Research Stock Advisor is a premium service that provides subscribers with thoroughly-researched stock recommendations with regular updates. The stories here draw from the Stock Advisor team’s experience researching companies.

Fund News

Check updates from Mutual Funds on dividends, changes to exit loads, NFO announcements, and more.

Fundwire

News, analysis and features on mutual funds.

Marketwire

Archive of articles about the stock markets in India - their valuations, crashes, upward trends and more.

Newswire

Archive of news updates related to investment regulations, stock markets, mutual funds and more.

Stockwire

News, analysis and features on stocks.

Alpha Managers

fund manager interview

Cover Story

Fund Focus

Fund Focus is an archive of articles on specific mutual funds and AMCs published on Value Research.

Interview

Insightful conversations on the markets, funds, and what matters right now.

Learn

Learning

Useful articles to help you invest better, whether you are a new investor or well into your investment journey.

Reader's Voice

The Big Fund

Videos

Words Worth

Archive of articles that focus on the investing philosophy of masters like Warren Buffet, Walter Schloss, Charlie Munger and more.