1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

Continue

2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Mid Cap				Retuns as on 11-05-2026 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
Motilal Oswal Midcap Fund Reg Gr	02-02-2014	31,046.66	1.61	-2.73	20.61	23.06	16.72	19.97
NIPPON INDIA GROWTH MID CAP FUND Gr Gr	05-10-1995	39,676.13	1.54	16.67	25.08	21.98	19.08	21.99
Invesco India MidCap Gr	19-04-2007	9,895.38	2.17	19.67	26.07	21.45	18.57	16.54
HDFC Mid Cap Fund Gr	25-06-2007	85,357.92	1.37	13.6	23.4	21.05	18.14	17.18
Edelweiss MidCap Reg Gr	26-12-2007	13,553.62	1.8	15.04	24.98	20.85	18.91	13.68
ICICI Pru MidCap Gr	10-10-2004	6,568.77	1.77	27.33	26.09	20.45	17.56	17.72
Sundaram MidCap Gr	01-07-2002	11,898	2.25	15.44	23.99	20.02	15.38	23.29
Mahindra Manulife Mid Cap Fund Reg Gr	05-01-2018	4,098.63	2.27	15.08	24.62	19.56	-	17.45
HSBC Midcap Fund Reg Growth	09-08-2004	11,338.78	3.59	25.44	26.95	19.32	17.51	18.91
Kotak Midcap Fund Reg Gr	30-03-2007	55,675.98	1.4	16.51	21.57	18.87	17.93	14.8
Union MidCap Reg Gr	23-03-2020	1,497.77	2.73	17.32	20.25	18.42	-	29.27
BARODA BNP PARIBAS Mid Cap Fund Gr	02-05-2006	2,128.94	2.03	17.36	21.38	17.8	15.99	12.66
Tata Mid Cap Fund Reg Plan Gr	01-07-1994	4,989.13	1.87	14.59	20.97	17.45	16.46	14.47
ABSL MidCap Gr	05-10-2002	5,493.37	2.04	13.16	20.49	17.37	14.2	20.48
Mirae Asset MidCap Reg	01-07-2019	16,193.93	2.27	18.56	20.63	17.29	-	21.83
ITI Mid Cap Fund Reg Gr	05-03-2021	1,183.02	1.84	15.86	23.92	17.0	-	16.69
Quant MidCap Gr	26-02-2001	7,121.5	2.87	3.9	17.1	16.63	16.67	12.93
SBI MIDCAP FUND Reg PLAN Gr	29-03-2005	20,576.46	1.62	7.03	15.24	16.47	14.29	16.18
Franklin India Mid Cap Fund Gr	01-12-1993	10,899.4	1.8	5.89	20.09	16.35	14.81	18.71
Axis MidCap Reg Gr	06-02-2011	28,833.93	1.57	13.38	19.02	15.79	16.98	17.49
LIC MF Mid Cap Fund Reg Gr	02-02-2017	300.89	2.44	11.09	20.09	15.27	-	12.38
UTI MidCap Gr	05-08-2005	10,481.86	2.09	10.71	16.49	15.08	14.31	15.27
DSP MidCap Reg Gr	05-11-2006	17,491.9	1.65	12.87	19.58	13.78	15.1	14.91
PGIM India Midcap Fund Reg Gr	05-12-2013	9,680.98	1.99	7.86	13.27	13.59	15.84	16.01
Taurus Mid Cap Reg Gr	05-09-1994	108.92	4.38	8.12	15.3	13.25	15.2	8.13
JM Midcap Fund Reg Gr	21-11-2022	1,046.44	2.31	14.58	24.05	-	-	21.81
WhiteOak Capital Mid Cap Fund Reg Gr	07-09-2022	4,478.96	2.02	19.28	25.99	-	-	21.3
Canara Robeco Mid Cap Fund Reg Gr	01-12-2022	3,879.59	1.9	16.67	20.49	-	-	17.96
Bandhan Midcap Fund Reg Gr	05-08-2022	1,882.48	2.18	15.4	20.73	-	-	16.88
Helios Mid Cap Fund Reg Plan Gr Plan	13-03-2025	1,136.21	2.1	22.04	-	-	-	24.12
Bank of India Mid Cap Fund Reg Plan Gr	31-07-2025	638.38	2.72	-	-	-	-	2.0
Samco Mid Cap Fund Reg Plan	21-01-2026	66.23	2.47	-	-	-	-	0.82
TRUSTMF MID CAP FUND Reg GROWTH	27-02-2026	142.16	6.02	-	-	-	-	10.4
Equity: Mid Cap	-	-	-	14.26	21.33	17.93	16.48	16.49
NIFTY MIDCAP 150 TRI	-	-	-	15.59	23.31	19.98	18.86	17.22

Details of	Contact Person	Address	Contact No	Email Id	Working Hours
Customer Care	Jayanthi Rajan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-7003093592	jayanthi@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Head of Customer Care	Tanmoy Chakraborty	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91 8334045675	tanmoy@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Compliance Officer	Reena Khetan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830355996	reena.k@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
CEO-cum-Director	Ambrish Agarwal	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830065985	ambrish@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM

Trailing Return of Funds

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