September 30, 2022

High quality midcap shares have helped fund managers to ship higher return over long term. Listed here are the highest midcap shares of the most important mutual fund homes

July 25, 2022 / 06:25 AM IST

When you dig deep into the portfolio of fairness mutual fund (MF) schemes that delivered comparatively higher returns over the long term, you’ll discover that these schemes had a sizeable publicity to midcap shares. In fairness MF schemes, midcap shares imply firms rating from 101 to 250 within the full market-capitalisation stack. Prudent inventory choice by the fund managers from this house has thus far paid off nicely. Listed here are the lists of prime midcap shares (when it comes to market worth) held by prime MFs. Solely actively managed fairness schemes and hybrid schemes (besides arbitrage funds) are thought of for the research. Portfolio knowledge is as of June 30, 2022. Supply: ACEMF.

Allocation to midcap stocks by active equity-oriented schemes of SBI MF: Rs 39,385 crore. Schemes with allocation to the above-mentioned stocks include SBI Smallcap, SBI Consumption Opportunities, SBI Healthcare Opportunities, SBI Magnum Global and SBI Focused Equity.

Allocation to midcap shares by energetic equity-oriented schemes of SBI MF: Rs 39,385 crore. Schemes with allocation to the above-mentioned shares embody SBI Smallcap, SBI Consumption Alternatives, SBI Healthcare Alternatives, SBI Magnum International and SBI Centered Fairness.

Allocation to midcap stocks by active equity-oriented schemes of HDFC MF: Rs 34,300 crore. HDFC Small Cap, HDFC Multi Cap and HDFC Retirement Savings Fund-Hybrid-Equity are a few top schemes that have a notable allocation to these midcap stocks.

Allocation to midcap shares by energetic equity-oriented schemes of HDFC MF: Rs 34,300 crore. HDFC Small Cap, HDFC Multi Cap and HDFC Retirement Financial savings Fund-Hybrid-Fairness are a couple of prime schemes which have a notable allocation to those midcap shares.

Allocation to midcap stocks by active equity-oriented schemes of Kotak MF: Rs 31,460 crore. The above stocks were held by some schemes like Kotak Emerging Equity, Kotak Focused Equity and Kotak Flexicap fund.

Allocation to midcap shares by energetic equity-oriented schemes of Kotak MF: Rs 31,460 crore. The above shares have been held by some schemes like Kotak Rising Fairness, Kotak Centered Fairness and Kotak Flexicap fund.

Allocation to midcap stocks by active equity-oriented schemes of Axis MF: Rs 22,926 crore. Axis Midcap, Axis Multicap, Axis Growth Opportunities and Axis Smallcap funds were a few schemes with a significant exposure to these stocks.

Allocation to midcap shares by energetic equity-oriented schemes of Axis MF: Rs 22,926 crore. Axis Midcap, Axis Multicap, Axis Development Alternatives and Axis Smallcap funds have been a couple of schemes with a major publicity to those shares.

Allocation to midcap stocks by active equity-oriented schemes of Nippon India MF: Rs 22,141 crore. Schemes with allocation to the above-mentioned stocks include Nippon India Growth, Nippon India Small Cap and Nippon India Focused Equity fund.

Allocation to midcap shares by energetic equity-oriented schemes of Nippon India MF: Rs 22,141 crore. Schemes with allocation to the above-mentioned shares embody Nippon India Development, Nippon India Small Cap and Nippon India Centered Fairness fund.

Allocation to midcap stocks by active equity-oriented schemes of Mirae Asset MF: Rs 22,926 crore. Mirae Asset Midcap, Mirae Asset Focused and Mirae Asset Emerging Bluechip funds were some schemes with a significant exposure to these stocks.

Allocation to midcap shares by energetic equity-oriented schemes of Mirae Asset MF: Rs 22,926 crore. Mirae Asset Midcap, Mirae Asset Centered and Mirae Asset Rising Bluechip funds have been some schemes with a major publicity to those shares.

Allocation to midcap stocks by active equity-oriented schemes of Aditya Birla Sun Life MF: Rs 20,781 crore. The above stocks were held by schemes like the Aditya Birla SL Midcap, Aditya Birla SL MNC and Aditya Birla SL Pure Value Fund.

Allocation to midcap shares by energetic equity-oriented schemes of Aditya Birla Solar Life MF: Rs 20,781 crore. The above shares have been held by schemes just like the Aditya Birla SL Midcap, Aditya Birla SL MNC and Aditya Birla SL Pure Worth Fund.

Allocation to midcap stocks by active equity-oriented schemes of ICICI Pru MF: Rs 20,764 crore. A few schemes that had allocation to these stocks include ICICI Pru Midcap, ICICI Pru India Opportunities, ICICI Pru Large & Mid Cap and ICICI Pru Flexicap fund.

Allocation to midcap shares by energetic equity-oriented schemes of ICICI Pru MF: Rs 20,764 crore. A couple of schemes that had allocation to those shares embody ICICI Pru Midcap, ICICI Pru India Alternatives, ICICI Pru Giant & Mid Cap and ICICI Pru Flexicap fund.

Allocation to midcap stocks by active equity-oriented schemes of DSP MF: Rs 19,134 crore. The above stocks were held by some schemes like the DSP Midcap, DSP focus and DSP Small Cap Fund.

Allocation to midcap shares by energetic equity-oriented schemes of DSP MF: Rs 19,134 crore. The above shares have been held by some schemes just like the DSP Midcap, DSP focus and DSP Small Cap Fund.

Allocation to midcap stocks by active equity-oriented schemes of UTI MF: Rs 17,901 crore. UTI Small Cap, UTI Mid Cap, UTI Focused Equity and UTI Flexi Cap Fund were some schemes with a significant exposure to these stocks.

Allocation to midcap shares by energetic equity-oriented schemes of UTI MF: Rs 17,901 crore. UTI Small Cap, UTI Mid Cap, UTI Centered Fairness and UTI Flexi Cap Fund have been some schemes with a major publicity to those shares.

Allocation to midcap stocks by active equity-oriented schemes of Franklin Templeton India MF: Rs 9,864 crore. Schemes like Franklin India Prima, Franklin Build India, Franklin India Focused Equity, Templeton India Value and Franklin India Flexi Cap Fund had these stocks.

Allocation to midcap shares by energetic equity-oriented schemes of Franklin Templeton India MF: Rs 9,864 crore. Schemes like Franklin India Prima, Franklin Construct India, Franklin India Centered Fairness, Templeton India Worth and Franklin India Flexi Cap Fund had these shares.

Allocation to midcap stocks by active equity-oriented schemes of Canara Robeco MF: Rs 19,134 crore. The above stocks were held by a few schemes like the Canara Rob Small Cap, Canara Rob Value and Canara Rob Emerging Equities Fund.

Allocation to midcap shares by energetic equity-oriented schemes of Canara Robeco MF: Rs 19,134 crore. The above shares have been held by a couple of schemes just like the Canara Rob Small Cap, Canara Rob Worth and Canara Rob Rising Equities Fund.

Allocation to midcap stocks by active equity-oriented schemes of Invesco MF: Rs 19,134 crore. The above stocks were held by some schemes like Invesco India Midcap, Invesco India Smallcap, Invesco India Tax, Invesco India Equity Savings and Invesco India Contra Fund.

Allocation to midcap shares by energetic equity-oriented schemes of Invesco MF: Rs 19,134 crore. The above shares have been held by some schemes like Invesco India Midcap, Invesco India Smallcap, Invesco India Tax, Invesco India Fairness Financial savings and Invesco India Contra Fund.

Allocation to midcap stocks by active equity-oriented schemes of Motilal Oswal MF: Rs 17,901 crore. Motilal Oswal Midcap 30, Motilal Oswal Focused 25 and Motilal Oswal Flexi Cap Fund were some of the schemes having a significant exposure to these stocks.

Allocation to midcap shares by energetic equity-oriented schemes of Motilal Oswal MF: Rs 17,901 crore. Motilal Oswal Midcap 30, Motilal Oswal Centered 25 and Motilal Oswal Flexi Cap Fund have been among the schemes having a major publicity to those shares.

Dhuraivel Gunasekaran

See also  Can a balanced advantage fund substitute a large-cap fund in your portfolio?