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Mid-Cap Equity Mutual Funds, invest in mid-cap companies, typically those who lie between the 101st-250th largest companies in terms of market capitalization. These companies have the potential to deliver superior returns due to higher earnings growth rates.
Mid-cap funds retain the potential to outperform large-cap funds in the bull phase of the market, however, in the bear phase, they may plunge lower than the large-cap funds. This is because the mid-cap companies have lower customer outreach, and limited access to various resources, than compared to their large-cap peers.
This turns out mid-cap funds as a high-risk, high-return investment tool!!
Well, mid-cap funds cannot be undertaken when it comes to the best options to invest in in the long term. Their long-term returns are encouraging, and they can be a good option to diversify your equity fund portfolio for the long term.
Below, we are discussing some of the best Mid-Cap Equity Mutual Funds where one can plan their investments, do have a look!
L&T Midcap Fund - Growth
A mid-cap category equity mutual fund, run and managed by L&T Mutual Fund House. The fund has 97.88% investment in Indian stocks, out of which 2.89% is in large-cap stocks, 70.67% is in mid-cap stocks, 19.08% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 6,726 crores and it charges a total expense ratio of around 1.89%. 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 by investing primarily in Midcap Stocks.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
DSP Midcap Fund - Regular Plan-Growth
A mid-cap category equity mutual fund, run and managed by DSP Mutual Fund House. The fund has 95.52% investment in Indian stocks, out of which 11.45% is in large-cap stocks, 63% is in mid-cap stocks, 12.7% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 12,868 crores and it charges a total expense ratio of around 1.83%. 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 that is substantially constituted of equity and equity-related securities of midcap companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
HDFC Mid-Cap Opportunities Fund-Growth
A mid-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 95.18% investment in Indian stocks, out of which 1.78% is in large-cap stocks, 60.2% is in mid-cap stocks, 24.57% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 29,508 crores and it charges a total expense ratio of around 1.66%. 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 that is substantially constituted of equity and equity-related securities of Small and Mid-Cap 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).