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Mid-Cap Funds are another class of equity mutual fund schemes, that invests in companies whose market capitalization lies in the range of Rs 5,000 crore and Rs 20,000 crore. These funds retain the potential to provide higher returns as compared to large-cap funds but at the same time, they are riskier.
They have the potential to beat the benchmark and large-cap funds when the markets are bullish Experts suggest, investors looking at options to accumulate wealth faster by willing to take some risk can invest in mid-cap funds.
If you are in search of such kind of investment then stop a bit here and have a look at the BEST MID-CAP FUNDS that we have listed below, for your assistance!
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Axis Midcap Fund
A mid-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 93.41% investment in Indian stocks, out of which 11.43% is in large-cap stocks, 56.88% is in mid-cap stocks, 11.12% in small-cap stocks.
The fund size of the scheme is around Rs 14,804 crores and it charges a total expense ratio of around 0.49%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
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
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
L&T Midcap Fund
A mid-cap category equity mutual fund, run and managed by L&T Mutual Fund House. The fund has 98.66% investment in Indian stocks, out of which 3.06% is in large-cap stocks, 71.39% is in mid-cap stocks, 19.12% in small-cap stocks.
The fund size of the scheme is around Rs 6,948 crores and it charges a total expense ratio of around 1.87%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate capital appreciation by investing primarily in Midcap Stocks.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
DSP Midcap Fund
A mid-cap category equity mutual fund, run and managed by DSP Mutual Fund House. The fund has 97.33% investment in Indian stocks, out of which 11.68% is in large-cap stocks, 63.89% is in mid-cap stocks, 13.71% in small-cap stocks.
The fund size of the scheme is around Rs 13,774 crores and it charges a total expense ratio of around 1.8%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary investment objective is to seek to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity-related securities of midcap companies.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for 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
A mid-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 94.77% investment in Indian stocks, out of which 1.28% is in large-cap stocks, 57.62% is in mid-cap stocks, 25.37% in small-cap stocks.
The fund size of the scheme is around Rs 30,948 crores and it charges a total expense ratio of around 1.74%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary investment objective is to seek 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
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready 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).
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