TOP 5 MID CAP FUNDS | QUANTITATIVE SHORTLIST
Top 5
- 🥇 Edelweiss — Strong Alpha with consistent risk-adjusted performance.
- 🥈 Invesco — Excellent Alpha, Sharpe, Sortino and Information Ratio.
- 🥉 HDFC — Strong 3Y/5Y risk-adjusted metrics with controlled risk.
- 4️⃣ HSBC — Strong Alpha with excellent Sharpe and Sortino profile.
- 5️⃣ ICICI Prudential — Consistent risk-adjusted performance across periods.
Key Takeaway
- Edelweiss and Invesco stand out on benchmark-relative performance.
- Invesco combines strong Alpha with superior risk-adjusted metrics.
- HDFC, HSBC and ICICI Prudential show strong consistency.
- HDFC also maintains relatively controlled risk.
Methodology
- Based on Alpha, Beta, Sharpe, Sortino, Treynor, Standard Deviation and Information Ratio.
- Analysis covers 1Y, 3Y, 5Y and 10Y periods.
- Data as of August 24, 2026.
- Quantitative shortlist only; not investment advice or recommendation.
1August 26, 2026 1.9K
