An Overview and Analysis of Mid Cap Fund

 

An Overview and Analysis of Mid Cap Fund

 

With the Nifty Midcap 150 Index delivering robust returns and consistently outperforming its large-cap counterparts, midcap stocks have become a favourite for investors seeking higher growth potential.

 

The future of the Indian midcap segment looks promising, with analysts predicting sustained growth fueled by economic recovery, favourable policies, and continued innovation. As companies in this segment expand their market share and improve operational efficiencies, midcap funds are expected to deliver strong returns over the next few years.

 

Some Important Mid Cap Funds delivering Impressive Returns consistently over given period are given below

 

Scheme Name	1 Yr Absolute Return  %	3 Yr  CAGR Return %	5 Yr CAGR Return %	7 Yr  CAGR Return	Std Deviation (Lower is better)	Sharpe Ratio (Higher is better)
Motilal Oswal Midcap	60.45	37.09	33.95	21.69	16.83	0.46
Nippon India Growth Fund	53.33	29.23	28.66	21.18	15.88	0.35
HDFC Mid Cap Fund	35.16	31.51	22.46	19.24	15.78	0.47
Quant Mid Cap Fund	27.64	37.84	27.39	22.95	18.57	0.46
SBI Midcap Fund	26.36	31.13	22.73	17.81	16.31	0.44
Benchmark Nifty 150 TRI	33.25	29.84	21.68	19.84	17.47	0.40

 

 

Value of Rs 1 Lakh invested  over different period of times

 

 

Scheme Name	1 Year	3 Year	5 Year	10 Year
Motilal Oswal Midcap	1.59 Lakh	2.58 Lakh	4.32 Lakh	6.79 lakh
Nippon India Growth Fund	1.32 Lakh	2.06 Lakh	3.70 Lakh	5.62 lakh
HDFC Mid Cap Fund	1.30 Lakh	2.15 Lakh	3.65 Lakh	5.55 lakh
Quant Mid Cap Fund	1.22 Lakh	1.92 Lakh	4.09 Lakh	5.38 lakh
SBI Midcap Fund	1.24 Lakh	1.75 Lakh	3.40 Lakh	4.69 Lakh

Clearly All Mid Cap funds have tripled its value over 5 years and almost doubled in 3 years, Motilal Oswal Mid Cap has really delivered impressive returns in all years

Note : This is only an analysis to put honest facts before investor friends and they should understand that past performance may not repeat in future.

Thanks

 @Ajit