These are the mid-cap funds our analysts have deeply dug into, in order of the date of the analysis. The Analyst Note gives you a peek into their insights and research.
The Medalist Rating does not express a view on a given asset class or peer group; rather, it seeks to evaluate each strategy within the context of an appropriate benchmark and peer group (see disclaimer at the end). The supreme rating is a Gold, followed by Silver, Bronze, Neutral and Negative.
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HDFC MID-CAP OPPORTUNITIES
- Date of Analysis: September 2023
- Analyst Name: Himanshu Srivastava
- Analyst Rating: Bronze
- Analyst Note
AXIS MIDCAP
- Date of Analysis: August 2023
- Analyst Name: Himanshu Srivastava
- Analyst Rating: Neutral
- Analyst Note
KOTAK EMERGING EQUITY
- Date of Analysis: June 2023
- Analyst Name: Nehal Meshram
- Analyst Rating: Silver
- Analyst Note
ICICI PRUDENTIAL MIDCAP
- Date of Analysis: April 2023
- Analyst Name: Melvyn Santarita
- Analyst Rating: Neutral
- Analyst Note
NIPPON INDIA
- Date of Analysis: April 2023
- Analyst Name: Himanshu Srivastava
- Analyst Rating: Neutral
- Analyst Note
UTI MID CAP
- Date of Analysis: February 2023
- Analyst Name: Kongkon Gogoi
- Analyst Rating: Neutral
- Analyst Note
SBI MAGNUM MIDCAP
- Date of Analysis: December 2022
- Analyst Name: Kavitha Krishnan
- Analyst Rating: Bronze
- Analyst Note
FRANKLIN INDIA PRIMA
- Date of Analysis: December 2022
- Analyst Name: Himanshu Srivastava
- Analyst Rating: Bronze
- Analyst Note
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The Morningstar Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar’s conviction in those products’ investment merits and determines the Medalist Rating they’re assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst’s qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and re-evaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly.
For more detailed information about the Medalist Ratings, including their methodology, please go to the section titled “Methodology Documents and Disclosures” at http://global.morningstar.com/managerdisclosures.