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Mid-Cap Equity Mutual Funds, prominently 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.
Features like the right business strategy, good management for execution, and being nimble towards changes make mid-cap companies grow rapidly. Investors seeking to make higher gains than large caps must look towards mid-caps for investing, this, however, comes with higher risk.
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 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 some of the BEST MID-CAP FUNDS listed below, for your assistance!
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PGIM India Midcap Opportunities Fund – Growth
A mid-cap category equity mutual fund, run and managed by PGIM India Mutual Fund House. The fund has 95.26% investment in Indian stocks, out of which 2.29% is in large-cap stocks, 59.48% is in mid-cap stocks, 21.75% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 2,383 crores and it charges a total expense ratio of around 2.26%. The fund also has an exit load charge equal to 0.5% of sell value if the fund is redeemed before 90 days of investment.
The prime objective of the fund is to achieve long-term capital appreciation by predominantly investing in equity & equity-related instruments of mid-cap companies. The Scheme does not guarantee/ indicate any returns.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Invesco India Mid Cap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Invesco Mutual Fund House. The fund has 97.68% investment in Indian stocks, out of which 4.67% is in large-cap stocks, 51.09% is in mid-cap stocks, 22.58% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 1,861 crores and it charges a total expense ratio of around 2.24%. 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 capital appreciation by investing predominantly in Midcap companies. The Scheme does not guarantee/ indicate any returns.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Nippon India Growth Fund – Growth
A mid-cap category equity mutual fund, run and managed by Nippon India Mutual Fund House. The fund has 98.14% investment in Indian stocks, out of which 7.85% is in large-cap stocks, 58.39% is in mid-cap stocks, 21.66% in small-cap stocks.
The fund size (Asset Under Management) of the scheme is around Rs 11,107 crores and it charges a total expense ratio of around 1.94%. The fund also has an exit load charge equal to 1.0% of sell value if the fund is redeemed before 30 days of investment.
The prime objective of the fund is to achieve long-term growth of capital through a research-based investment approach. The Scheme does not guarantee/ indicate any returns.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Axis Midcap Fund - Direct Plan-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 0.5%. The fund also has an exit load charge equal to 1.0% of sell value if the fund is redeemed before 30 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.
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).