Mid-Cap Funds focus on medium-sized companies, usually ranked between 101 and 250 by market capitalization. These companies have growth potential and offer a middle ground between large-cap stability and small-cap high growth. They come with moderate risk and potential for significant returns.
Consider these features of Mid Cap funds before putting money into them:
Long-Term Investors: Keeping your money in the market for a longer length of time increases your chances of a favorable return, as most equity investments are rather unpredictable. Currently, there is a growing phase among mid-cap companies; some of these organizations may even become large-caps tomorrow. Therefore, to get the most out of Mid Cap companies, you need an investment horizon of 8 to 10 years.
Fund Management: When it comes down to it, the fund manager gets to decide which companies to acquire and which to sell. Checking the fund manager's track record might provide you peace of mind that your money is being well-managed. Careful selection of the fund house is also required. Find out how the fund company has fared throughout the years and how the investment and research teams have dealt with previous market crises.
Expense Ratio: The administrative and fund administration costs are reflected in the expense ratio that all fund houses charge. Very little of the fund's overall assets go into this. There is a 2.50% cap on the expense ratio per SEBI regulation. A lower expenditure ratio indicates a better return on investment for the program you're looking at.
Suitability: The compounding returns for investors in mid-cap equity funds are very attractive. Young investors, though, might benefit most from compounding, which takes time but yields excellent returns. If you are getting close to retirement age, you should select plans accordingly. It is common practice to suggest these funds to younger investors so that they can take advantage of compound interest.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
Motilal Oswal Midcap Fund
Fund Performance: The Motilal Oswal Midcap Fund Fund has given 38.53% annualized returns in the past three years and 33.64% in the last 5 years and 21.61% in the last 10 years. The Motilal Oswal Midcap Fund Fund comes under the Equity category of Motilal Oswal Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Midcap Fund via lump sum is ₹ 500 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Fund Performance: The ITI Mid Cap Fund Fund has given 25.95% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The ITI Mid Cap Fund Fund comes under the Equity category of ITI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ITI Mid Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of mid cap stocks.
Fund Performance: The Mahindra Manulife Mid Cap Fund Fund has given 29.17% annualized returns in the past three years and 31.27% in the last 5 years and 0.00% in the last 10 years. The Mahindra Manulife Mid Cap Fund Fund comes under the Equity category of Mahindra Manulife Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Mid Cap Fund via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.
Scheme Manager: Abhinav Khandelwal, Manish Lodha.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 2868.33
1 Y Return (%)
: 60.14
Risko-Meter : Very High
Edelweiss Mid Cap Fund
Fund Performance: The Edelweiss Mid Cap Fund Fund has given 28.08% annualized returns in the past three years and 31.75% in the last 5 years and 20.91% in the last 10 years. The Edelweiss Mid Cap Fund Fund comes under the Equity category of Edelweiss Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Mid Cap Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.
Scheme Manager: Trideep Bhattacharya.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 6621.38
1 Y Return (%)
: 60.00
Risko-Meter : Very High
HSBC Midcap Fund
Fund Performance: The HSBC Midcap Fund Fund has given 25.26% annualized returns in the past three years and 26.52% in the last 5 years and 19.01% in the last 10 years. The HSBC Midcap Fund Fund comes under the Equity category of HSBC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HSBC Midcap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
