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%

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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 18-06-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Expense Ratio (%)	Invested Amount	Current Value	Return (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	02-02-2014	30,376.69	1.58	180000.00	371957.52	30.41
Invesco India Midcap Fund - Growth Option	19-04-2007	6,636.68	1.8	180000.00	339891.53	26.51
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	26-12-2007	10,016.4	1.7	180000.00	339588.63	26.47
HDFC Mid-Cap Opportunities Fund - Growth Plan	25-06-2007	79,706.18	1.4	180000.00	338110.78	26.28
Nippon India Growth Fund-Growth Plan-Growth Option	05-10-1995	36,831.28	1.56	180000.00	336179.14	26.04
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	05-01-2018	3,775.48	1.86	180000.00	320481.33	23.99
Sundaram Mid Cap Fund Regular Plan - Growth	01-07-2002	12,345.38	1.75	180000.00	320300.69	23.96
ICICI Prudential MidCap Fund - Growth	10-10-2004	6,421.62	1.87	180000.00	316773.68	23.49
Kotak Emerging Equity Scheme - Growth	30-03-2007	53,469.78	1.42	180000.00	314949.51	23.24
HSBC Midcap Fund - Regular Growth	09-08-2004	10,724	1.74	180000.00	308419.51	22.35
Quant Mid Cap Fund - Growth Option - Regular Plan	26-02-2001	9,117.29	1.74	180000.00	307460.78	22.22
Franklin India Prima Fund-Growth	01-12-1993	12,285.44	1.76	180000.00	307376.28	22.21
Union Midcap Fund - Regular Plan - Growth Option	23-03-2020	1,440.26	2.1	180000.00	299785.09	21.14
Aditya Birla Sun Life MidCap Fund-Growth	05-10-2002	5,922.66	1.9	180000.00	299325.00	21.08
Mirae Asset Midcap Fund - Regular Plan-Growth Option	01-07-2019	16,337.63	1.67	180000.00	298703.30	20.99
Tata Mid Cap Growth Fund Regular Plan- Growth Option	01-07-1994	4,701.65	1.85	180000.00	297091.45	20.76
LIC MF Mid Cap Fund-Regular Plan-Growth	02-02-2017	334.4	2.48	180000.00	295772.19	20.57
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option	02-05-2006	2,138.05	2.01	180000.00	295633.14	20.55
SBI Magnum Midcap Fund - Regular Plan - Growth	29-03-2005	22,401.18	1.66	180000.00	293896.03	20.3
Axis Midcap Fund - Regular Plan - Growth	06-02-2011	30,554.72	1.57	180000.00	288488.41	19.52
UTI Mid Cap Fund-Growth Option	05-08-2005	11,643.46	1.77	180000.00	284307.15	18.9
PGIM India Midcap Fund - Regular Plan - Growth Option	05-12-2013	11,055.57	1.7	180000.00	277688.79	17.91
Taurus Mid Cap Fund - Regular Plan - Growth	05-09-1994	128.02	2.56	180000.00	276960.55	17.8
DSP Midcap Fund - Regular Plan - Growth	05-11-2006	18,714.41	1.68	180000.00	276688.09	17.76
Equity: Mid Cap	-	-	-	180000.00	308576.19	22.27
NIFTY MIDCAP 150 TRI	01-04-2005	-	-	180000.00	326256.89	24.78

SIP Return of Funds

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