Topic:-ANALYSIS OF TOP 10

MID-CAP MUTUAL FUND

SIP REPORT BY :-
MISS. BHAGYASHRI S. WALURKAR
ZIBACAR-B
INTERNAL GUIDE :- PROF. SHILPA
DUBEY
Analysis of Top 10 Mid-Cap Mutual Fund

 Mutual fund is the pool of money, invested by many investors.

 The fund manage by experienced and expert professionals.
 Mid-cap mutual fund are equity mutual funds that invest your money in in
mid cap companies( in the middle range of listed stock)
 Mid cap stock trend to offer investors greater growth potential than large
cap stocks, but with less volatility and risk than small cap.
Objective

 To establish and uphold high moral and professional standards across the
board for the mutual fund sectors.
 To communicate with the securities and Exchange Board of India (SEBI)
and to represent the mutual fund industry before SEBI on all issues.
 To speak for the mutual fund industry to the Government, Reserve bank
of India, and other organisation.
 To launch a national investor awareness campaign to encourage a
through grasp of the idea and operation of mutual funds.
Company Profile

 The Bharti Share Market established in 2008 by Prof. Ravindra Bharti Sir.
Individual headquarter in Marvel Fuego in Pune having international
office in Dubai.
 Bharti Share market is the no. 1 stock market training institute in
Maharashtra, India.
 The Bharti Share Market teach techniques for successful trading and
investing through the uses of risk management, trading fundamentals,
technical analysis, and real-world applications.
 Product of BSM :- Share market related courses, Demat Account &
Research Methodology

 Types of Research :- Desk Research.

 Data Collection :- Secondary Data.
 Research Technique :-
Observation as per data taken from GROW and other
investing applications and websites.
Data Analysis And Interpretation

Axis Midcap Fund Direct Plan Growth :-

 
Return Return Return Return
AUM Rs NAV Expenses
Fund Name Rank Since in 1 in 3 in 5
in Cr in Rs Ration
Launch year year year

Axis Midcap
Fund Direct plan 5 18.09 3.90 17.69 15.70 19,144 73.69 0.53%
Growth
Interpretation

Returns up to 2022
20.00%
18.00%
16.00%
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
since launch 2018 2020 2022
Interpretation

 Returns of 1st year , 3rd year and 5th year shows future return in
percentage. Where it helps to understand the returns in particular
years. And return since launch is also included which is high
compared to 1,3- & 5-years return.
 Graph Analysis – Returns in 2018 have seen tiny level of growth
over the study period. In 2020 graph is moving upward, returns have
increased quite significantly from 3.90% to 17.69 , this also results
in a healthy growth of investors’ funds. After 2020 the returns
decreased at a rapid pace and fall of the curve from 17.69% to
15.70% (2022) it was a heavy loss for investors.
Finding and Suggestion

 After the analysis of consumer awareness level of the mid cap

mutual fund.
 The Axis mid cap direct plan growth try to improve there Market
intelligence system.
 The investor should be fully satisfied so that they go a long way
with axis midcap direct plan growth.
 Conclusion :-

 In this research, there is comparison with all ten mid cap mutual funds which helps to
understand which company is more profitable, comparison was done with
consideration of average return, standard deviation, Sharpe ratio, alpha, beta and
mean.
 The study considered the performance analysis of mid cap mutual funds in India
where numerous mutual fund schemes are on tap for investors to park their money and
generate good returns.
 Among selected 10 midcap funds AXIS MID FUND_DIRECT PLAN-GROWTH has
been ranked first based on various parameters such as return of 5 year.
Thank you