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Mid-Cap Equity Mutual Funds, invest in equities of mid-sized companies based on market capitalization and are suggested to investors planning to invest for long-term say 5 years or more. These funds hold the capacity to deliver more returns than compared Large-cap funds.
However, they are comparably risky to large-cap funds. If compared to small-cap funds in terms of risk, then they are less risky.
Mid-cap fund's 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 prepared a list of some of the BEST MID-CAP MUTUAL FUNDS, based on returns, latest Nav, ratings, performance, etc. 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 89.2% investment in Indian stocks of which 12.8% is in large-cap stocks, 46.83% is in mid-cap stocks, 13.76% in small-cap stocks.
The fund size of the scheme is around Rs 16,754 crores and it charges a total expense ratio of around 1.8%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme is to achieve long-term capital appreciation by investing predominantly in equity & equity-related instruments of Mid Cap companies.
Nippon India Growth Fund – Growth
A mid-cap category equity mutual fund, run and managed by Nippon Axis Mutual Fund House. The fund has 95.12% investment in Indian stocks of which 12.77% is in large-cap stocks, 52.89% is in mid-cap stocks, 18.02% in small-cap stocks.
The fund size of the scheme is around Rs 12,045 crores and it charges a total expense ratio of around 1.88%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 30 days of units allotted.
The objective of the Scheme is to achieve long-term growth of capital through a research-based investment approach. Investors who are looking to invest money for at least 3-4 years and looking for high returns, should look towards investing in this fund.
Invesco India Mid Cap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Invesco Mutual Fund House. The fund has 96.51% investment in Indian stocks of which 9.02% is in large-cap stocks, 47.86% is in mid-cap stocks, 21.33% in small-cap stocks.
The fund size of the scheme is around Rs 2207 crores and it charges a total expense ratio of around 2.22%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the Scheme is to generate capital appreciation by investing predominantly in Midcap companies. Investors who are looking to invest money for at least 3-4 years and looking for high returns, should look towards investing in this fund.
HDFC Mid-Cap Opportunities Fund-Growth
A mid-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 96.55% investment in Indian stocks of which 2.33% is in large-cap stocks, 54.03% is in mid-cap stocks, 25.57% in small-cap stocks.
The fund size of the scheme is around Rs 31,759 crores and it charges a total expense ratio of around 1.73 %. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The investment objective 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. However, there can be no assurance that the investment objective of the scheme will be realized.
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).
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