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Mid Cap Mutual Funds – A Go Through with Gulaq

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best mid cap mutual funds

Mid Cap Mutual Funds – An Introduction 

Mid cap funds invest in equity & equity-related instruments of mid cap companies. According to SEBI, mid cap companies are those which are ranked between 101 & 250 according to market capitalization. Just a fair idea, the market capitalization of the 101 company is around INR 30,000 Cr; and, the market capitalization of the 250 company is around INR 9500 Cr.  

Investing in Mid Cap Mutual Funds 

Investing in mid-cap mutual funds carry a high-risk as compared to large cap funds. Therefore, if you have a high-risk tolerance then only you must opt for this mutual fund scheme. Also, an investment horizon must be of around 8-10 years. Always remember, that the mid-cap segment holds in a lot of opportunities for wealth creation and investment. Therefore, choose accordingly.  

Features of Mid Cap Mutual Funds 

Here: 

  • Make sure to be fully updated about the past performance of mid-cap funds. 
  • Totally recommended for long-term investors. 
  • Never ignore the expense ratio of the scheme. 
  • An expert fund manager is required for managing your mutual fund scheme. 
  • The amount of risk you are willing to take. 

Top 5 Mid Cap Mutual Funds as per Gulaq 

Here: 

  • Axis Mid Cap FundIt is an equity mutual fund scheme that was launched by Axis mutual fund. Later on, it was introduced on 18th Feb 2011 to its investors. Currently, the fund was managed by Shreyash Devalkar. Talking about AUM, it is of INR 4818 Cr, and, the latest NAV is of INR 41.88 (dated as of 18th Feb 2020). The fund growth is rated as moderately high risk. Also, the minimum SIP investment is INR 1000, and, lumpsum investment is INR 5000.  
  • Invesco India Midcap FundIt is an equity mutual fund scheme that was launched by Invesco mutual fund. Later on, the scheme was launched on 1st Jan 2013 to its investors. Currently, the fund is managed by Vinay Paharia. Talking about AUM, it is of INR 756 Cr, and, the latest NAV is of INR 60.32 (dated as of 18th Feb 2020). The fund growth is rated as moderately high-risk. Also, the minimum SIP investment is INR 500, and, lumpsum investment is INR 1000.  
  • Edelweiss Mid Cap FundIt is an equity mutual fund scheme that was launched by Edelweiss mutual fund. Later on, it was introduced on 26th Dec 2007 to its investors. Currently, the fund is managed by Harshad Patwardhan. Talking about AUM, it is of INR 1000 Cr, and, the latest NAV is of INR 31.01 (dated as of 18th Feb 2020). The fund growth is rated as high-risk. Also, the minimum SIP investment is INR 1000, and, lumpsum investment is INR 5000.  
  • Kotak Emerging Equity FundIt is an equity mutual fund scheme that was launched by Kotak Mahindra mutual fund. Later on, it was introduced on 1st Jan 2013 to its investors. Currently, the fund is managed by Pankaj TibrewalTalking about AUM, it is of INR 6733 Cr, and, the latest NAV is of INR 46.55 (dated as of 18th Feb 2020). The fund growth is rated as moderately high risk. Also, the minimum SSIP investment is INR 1000, and, lumpsum investment is INR 5000; An exit load of 1% is charged only if redeemed within a year.  
  • Tata Mid Cap Growth FundIt is an equity mutual fund scheme that was launched by Tata mutual fun. Later on, it was introduced on 1st Jan 2013 to its investors. Currently, the fund is managed by Danesh Mistry, and Rupesh Patel. Talking about AUM, it is of INR 847 Cr, and, the latest NAV is of INR 159.54 (dated as of 18th Feb 2020). The fund growth is rated as moderately high risk. Also, the minimum SIP investment is INR 500, and, lumpsum investment is INR 5000.  

 

Looking to invest? Hop on to gulaq.com and start investing in direct mutual funds. Furthermore, you can also get in touch: [email protected]     or Whatsapp +91-9818894632

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*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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