Home Business Midcap Fund: 5 top performing midcap funds log up to 21% returns in 1 year. Here are their key holdings

Midcap Fund: 5 top performing midcap funds log up to 21% returns in 1 year. Here are their key holdings

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The top five midcap funds have achieved returns of up to 21% over the past year, compared to a 3% decline in the BSE midcap index. These mutual fund schemes have top holdings from different sectors, but they work well and suggest bottom-up investments that work for the schemes.

The Motilal Oswal Midcap 30 fund has achieved a 21% return over the past year. The top five shares of the scheme accounted for 42.63% of the scheme assets.

It is the largest holding, accounting for 10.62% of assets. This script has generated 35.11 percent revenue over the past year. Gujarat Gas (10.12%), Phoenix Mills (8.66%), Campus Activewear (7.01%), and (6.22%) are some of the largest holdings at the time of the latest filing.


Among these stocks, Gujarat gas has fallen 34% over the past year. Phoenix Mills has risen 39% and CG power has skyrocketed 137%, but recently listed Campus Activeware is trading 12% higher than the issue price of 292 rupees.


The Quant Midcap Fund has increased NAV by 9.87%. The top five companies make up 28.35% of their assets. They are (6.32% of assets), companies (6.29%), Canara Bank (5.76%), (5.33%), and (4.65%).

Ruchi Soya has fallen 2% over the past year, following the BSE Midcap 3% slide. Indian Hotels Company has risen 59% over the past year, Canara Bank has risen 21%, Tata Communications has fallen 28%, and shares in the Container Corporation of India have fallen 11% over the past year.

SBI Magnum Midcap (up 8.06%), PGIM Midcap (up 7.53%) and Nippon Ind Growth (up 7.48%) are other top performing schemes.

For the SBI Magnum Midcap, its top holding is

(5.90%), followed by Sheela Foam (5.24%), Tube Investments (4.21%), (4.01%), Crisil (3.73%). Page Industries has increased by 36% over the past year, while Sheela Foam has increased by 19% over the same period. Schaeffler India rose 93% over the same period. Crisil has risen 21% over the past year.Overall, the top holdings accounted for 23.52%

SBI Magnum’s assets at the time of the latest submission.

PGIM Midcap includes ABB India (4.16%), HDFC Bank (4%),

(3.96%), Timken India (3.78%) and (3.57%) are the largest holdings. ABB India has surged 25% over the past year. HDFC Bank fell 11%. Timken India has improved 54%, while Persistent Systems has risen 25% over the past year.

On the other hand, Varun Beverages, Cholamandalam Financial Holdings, Max Financial Services, etc. are among the top holdings of Japanese industrial growth.

And the federal bank. They accounted for 27.77 percent of the fund’s assets. It increased by 21.56% and increased by 61%. It plummeted 25 percent. AU Small Finance Bank is up 19%, while Federal Bank is up 4% over the past year.

(Disclaimer: Expert recommendations, suggestions, views and opinions are unique and do not represent the views of The Economic Times)


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