PlanMyCashflows
PMS Explorer

Midcap PMS strategies

Midcap PMS strategies target companies ranked roughly 101–250 by market capitalisation — businesses large enough to be researched properly, small enough to still re-rate. Expect wider drawdowns than largecap in exchange for a longer runway.

Strategies
1
Managers
1
Category AUM
₹129 Cr
Best 3Y return
1.1%

All 1 midcap strategies, largest first

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.

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Investments in mutual funds, PMS, AIF, equities, cryptocurrencies, and other instruments are subject to market risks. Past performance is not indicative of future returns. Please read all scheme-related documents carefully and consult a SEBI-registered investment adviser, chartered accountant, and tax professional in your jurisdiction before making investment decisions.

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