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Mid-Cap Equity Mutual Funds, typically invest in Mid-Cap companies that lie between the 101st-250th largest companies in terms of market capitalization. These companies retain the potential to deliver superior returns due to higher earnings growth rates.
These funds are considered as the future market leaders, and this is the prime reason for investor's inclination towards Mid-Cap Funds. These funds have the potential to outperform Large-Cap mutual funds in long term, however, the risk associated is higher.
Benefits of Investing in Mid-Cap Funds
- If investors continued their investment in mid-cap funds for 10 years or more, their mid-cap funds may outperform the large-cap funds, and generate good returns, instead of its volatile nature.
- Mid-cap companies respond faster to innovations and changes in the market, this increases the market share of mid-cap funds, which ultimately ends in higher NAV and profit margins for the investors.
Mid-cap funds' long-term returns are encouraging, and they can be a good option to diversify your equity fund portfolio for the long term. Here we have some of the BEST MID-CAP FUNDS listed below, for your assistance!
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Axis Midcap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 94.18% investment in Indian stocks, out of which 10.98% is in large-cap stocks, 58.81% is in mid-cap stocks, 11.22% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 13,834 crores and it charges a total expense ratio of around 1.85%. The fund also has an exit load charge equal to 1.0% of sell value if the fund is redeemed before 365 days of investment.
The prime objective of the fund is to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Edelweiss Mid Cap Fund - Regular Plan-Growth
A mid-cap category equity mutual fund, run and managed by Edelweiss Mutual Fund House. The fund has 97.83% investment in Indian stocks, out of which, 52.7% is in mid-cap stocks, 31.56% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 1599 crores and it charges a total expense ratio of around 2.12%. The fund also has an exit load charge equal to 1.0% of sell value if the fund is redeemed before 365 days of investment.
The prime objective of the fund is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Kotak Emerging Equity – Growth
A mid-cap category equity mutual fund, run and managed by Kotak Mutual Fund House. The fund has 95.45% investment in Indian stocks, out of which 5.5% is in large-cap stocks, 61.03% is in mid-cap stocks, 25.45% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 15,193 crores and it charges a total expense ratio of around 1.82%. The fund also has an exit load charge equal to 1.0% of sell value if the fund is redeemed before 365 days of investment.
The prime objective of the fund is to generate long-term capital appreciation from a portfolio of equity and equity-related securities, by investing predominantly in mid companies.
Investors looking to invest money for at least 5 years or more and higher returns must consider investing in this fund. At the same time, they should also be prepared for the possibility of moderate losses in their investments.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected]
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).