Top 5 Mid Cap Mutual Funds
| Serial No. | Fund Name | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|---|
| 1 | Axis Midcap Fund - Growth | Moderately High | 8.92% | 10.46% |
| 2 | Invesco India Mid Cap Fund - Growth | Moderately High | 10.98% | 6.07% |
| 3 | DSP Midcap Fund - Direct Plan - Growth | Moderately High | 12.16% | 6.04% |
| 4 | PGIM India Midcap Opportunities Fund - Growth | Moderately High | 26.59% | 5.96% |
| 5 | DSP Midcap Fund - Regular Plan - Growth | Moderately High | 11.18% | 5.11% |
1. Axis mid-cap fund- growth
With a 1-year payback being 8.92% and 3 years return being 10.46% axis mid – cap fund is usually recommended for investments within mid-cap funds. As suggested by the name, these are open-ended equity schemes that deal in investing a huge majority of their investible funds in mid-cap stock companies. It equipped with an actively manages portfolio that can be diversified across various sectors that keep the risk well distributed and managed. This fund indulges moderately high-risk factor.
2. Invesco India mid-cap fund
Launched on April 19, 2007, This is an open-ended mid-cap equity scheme that belongs to Invesco fund house. Benchmarked against the NIFTY midcap 150 Total Return Index, this scheme was created with the objective to generate capital appreciation by investing predominantly in Midcap companies. Involving a moderately high risk, it gives 10.98% for a year and a three-year return is 6.07%. The fund promotes blend oriented style of investing ad prefers investing across market capitalizations.
3. DSP mid-cap regular plan growth
With a 1-year return of 12.16% and a three-year return of 6.04%, this mid-cap fund offers a moderate risk with a primary investment motive of generating long-term capital appreciation with the assistance of a portfolio that is substantially equipped with equity and equity-related securities from the mid-cap sector. The scheme ensures to invest in specific companies that offer immense growth potential. The companies that are included in this space usually tend to trade with their large-cap counterparts at greater discounts.
4. PGIM India mid-cap opportunities fund
This fund is ideal for investors who want their money for a minimum duration of 3 to 4 years with high returns, a 1-year return being as high as 25.59%, and a three-year return being 5.96% at high risk, hence should be ready for a possibility of moderate loses through their journey of investing in this fund. The fund has 95.16% of its investment allocated in Indian stocks, which can be further categorized in large-cap stocks, 10.23%, in mid-cap stocks, 41.29%, in small-cap stocks, 30.77%.
5. DSP mid-cap fund- plan growth
With a 1 year return of 11.18% and a three-year return of 5.11%, the fund indulges in a high risk so the investors might want to prepare themselves for the possibility of a few losses. But as said with great risks come great returns, DSP mid-cap fund is an ideal investment for investors who wish to invest for a minimum period of three to four years. With 98.1% of its investments in India, thoroughly divided between, 7.3% in large caps, 56.82% in mid-cap stocks, and 19.28% in small-cap stocks.
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