Who should invest in Mid-Cap Mutual Funds?
A class of equity mutual funds known as “mid-cap funds” invests in midcap stocks. Companies with mid-cap stocks fall between 101st and 250th in market capitalization. Investors ready to assume the risk connected with them can invest in midcap funds because they are pure equity funds. View More
Features of Mid Cap Mutual Funds
Competitive Statistics
Mid-cap Mutual funds buy stocks of mid-cap companies. If they perform well enough, these businesses have the potential to expand and move up to the large-cap category. They offer competitive returns and have significant growth potential, as evidenced by the fund’s performance.
Payments
Mid-cap companies offer superior returns than large-cap companies over the long term given their growth potential and risk element. The performance of mid-cap growth funds also reflects this.
Appropriate for Long-Term Investors
Due to their superior long-term performance, mid-cap growth funds are best suited for long-term investing. This is because of the long-term potential for growth of the businesses that these funds invest in.
High potential for growth
As the name implies, mid-cap equities supplied by medium-sized companies aren’t on par with large-cap enterprises. Stocks of medium-sized businesses have the ability to generate large returns on investment due to their potential for long-term growth.
Returns can successfully outpace inflation
Mid-cap companies have the potential to outperform inflation in the long run due to their ability to provide startlingly high rates of return on investments.
Risky and safe investment tactics
The risk factor for investing in mid-cap companies is higher. This is so that mid-cap stocks, which aim to provide high returns, can invest in securities with a higher risk component. High rewards also typically come with higher process risks.
Mid-cap funds can support high-risk and low-risk investing strategies, depending on the state of the market, providing investors with stability and growth. You can quickly achieve your financial goals by including mid-caps in your portfolio. View More
Factors to consider while investing in Mid Cap Funds
Performance of Mutual Funds
Before making an investment decision, one must consider the performance of the investment. Investors must evaluate mid-cap funds’ historical performance. They must evaluate the fund’s performance during the last 5-7 years. Compare the fund’s performance to that of the midcap fund category. Compare your results to the benchmark. Investors can choose mid-cap mutual funds to invest in only if the funds outperform the category and the benchmark. View More
Taxability of Mid Cap Funds
Taxation on mutual fund investments becomes a factor when the investor chooses to redeem the mutual fund units. View More
Risks Involved With Mid Cap Funds
Benchmarking Mid-Cap Funds Is Challenging
This is a particular issue that affects mid-caps and small-caps only. Because they represent the largest firms in the market in terms of market capitalization, the Sensex or the Nifty can readily be used as a benchmark for the large-size fund. When comparing large-cap diversified funds, benchmarking is easier. View More
Advantages of Mid-Cap Funds
Compared to individual mid-cap equities and other fund kinds, mid-cap funds have some advantages. Holding only a few mid-cap funds is typically significantly riskier than holding multiple large-cap companies, despite being less volatile than small-cap stocks. Investors can benefit from the growth potential of mid-cap funds without taking on company-specific risks by investing in a mid-cap fund. View More
Popular Mid Cap Mutual Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹3,267 Crores, this scheme's latest NAV is ₹200.4017 as of 07-12-23.
Quant Mid Cap Fund – Direct Growth scheme has delivered a return performance of 30% in the last 1 year, 37.4% in the last 3 years, and an 18.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹3,267
- 3Y Return
- 30%
AXIS Midcap Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shreyash Devalkar. With an impressive AUM of ₹21,962 Crores, this scheme's latest NAV is ₹95.54 as of 07-12-23.
AXIS Midcap Fund – Direct Growth scheme has delivered a return performance of 22.4% in the last 1 year, 21.5% in the last 3 years, and an 19.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹21,962
- 3Y Return
- 22.4%
Baroda BNP Paribas Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shiv Chanani. With an impressive AUM of ₹1,470 Crores, this scheme's latest NAV is ₹90.3548 as of 07-12-23.
Baroda BNP Paribas Mid Cap Fund – Direct Growth scheme has delivered a return performance of 27.4% in the last 1 year, 27.3% in the last 3 years, and an 19.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,470
- 3Y Return
- 27.4%
Kotak Emerging Equity Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹33,699 Crores, this scheme's latest NAV is ₹111.283 as of 07-12-23.
Kotak Emerging Equity Fund – Direct Growth scheme has delivered a return performance of 26.8% in the last 1 year, 28% in the last 3 years, and an 20.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹33,699
- 3Y Return
- 26.8%
UTI-Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Ankit Agarwal. With an impressive AUM of ₹8,735 Crores, this scheme's latest NAV is ₹263.7579 as of 07-12-23.
UTI-Mid Cap Fund – Direct Growth scheme has delivered a return performance of 23.9% in the last 1 year, 24.7% in the last 3 years, and an 19.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹8,735
- 3Y Return
- 23.9%
HDFC Mid-Cap Opportunities Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹47,846 Crores, this scheme's latest NAV is ₹156.615 as of 07-12-23.
HDFC Mid-Cap Opportunities Fund – Direct Growth scheme has delivered a return performance of 37.6% in the last 1 year, 31.8% in the last 3 years, and an 21.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹47,846
- 3Y Return
- 37.6%
SBI Magnum Midcap Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Sohini Andani. With an impressive AUM of ₹13,202 Crores, this scheme's latest NAV is ₹210.1734 as of 07-12-23.
SBI Magnum Midcap Fund – Direct Growth scheme has delivered a return performance of 27.8% in the last 1 year, 29.9% in the last 3 years, and an 20.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹13,202
- 3Y Return
- 27.8%
Nippon India Growth Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Rupesh Patel. With an impressive AUM of ₹19,081 Crores, this scheme's latest NAV is ₹3335.3668 as of 07-12-23.
Nippon India Growth Fund – Direct Growth scheme has delivered a return performance of 37.6% in the last 1 year, 32.6% in the last 3 years, and an 18.7% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹19,081
- 3Y Return
- 37.6%
PGIM India Midcap Opportunities Fund – Dir Growth is an Mid Cap scheme that was launched on 02-12-13 and is currently under the management of our experienced fund manager Aniruddha Naha. With an impressive AUM of ₹9,101 Crores, this scheme's latest NAV is ₹58.89 as of 07-12-23.
PGIM India Midcap Opportunities Fund – Dir Growth scheme has delivered a return performance of 14.5% in the last 1 year, 27.8% in the last 3 years, and an 19.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹9,101
- 3Y Return
- 14.5%
Edelweiss Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹3,792 Crores, this scheme's latest NAV is ₹80.092 as of 07-12-23.
Edelweiss Mid Cap Fund – Direct Growth scheme has delivered a return performance of 30.5% in the last 1 year, 30.1% in the last 3 years, and an 21.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹3,792
- 3Y Return
- 30.5%
Frequently Asked Questions
Is a mid-cap fund a good long-term investment?
Mid Cap Funds typically outperform the market in terms of long-term returns. However, they may underperform in short to medium term. Investors must be willing to stay involved if they wish to benefit from this fund type.
Which companies are midcap?
Companies with a market capitalization between 5000 to 20000 Crores are known as mid-cap companies.
Which is superior, small or mid-cap?
Mid-cap stocks are slightly riskier than large-cap stocks but slightly safer than small-cap stocks. Small-cap stocks are riskier than large-cap ones. Despite the danger, these stocks have a high growth potential.
What is the minimum amount required to invest in Mid Cap Mutual Funds?
Mid Mutual Funds are similar to other mutual funds. You don’t need much money to start investing here, either. You can begin with as little as Rs. 500 in SIPs.
Are Mid Cap Mutual Funds risky?
Mid Cap Mutual Funds invest in equities, which can be volatile soon. However, the risk decreases significantly over time.
When should you consider investing in mid-cap funds?
Mid-cap funds are a two-edged sword. They can increase in size and make profits, or they might contract. This is why the best time to invest in mid-cap funds is when market circumstances are predicted to improve and the investor is willing to hold the investment for a long time to profit from long-term benefits.
These are market-sensitive, and while they may have the potential to earn profits, they may also have downside risks. Investors concerned about tiny short-term market changes should consider diversifying their investments. Despite market swings, investors who can stay invested in mid-cap funds for the long term can earn significant returns.
Is there a time limit on Large and Mid Cap Funds?
Large and Mid Cap Funds do not have a lock-in period. You are free to enter and exit at any moment.