Looking at the return chart of Midcap Fund, investors have made huge profits from here over a long period.
Best Midcap Funds to Invest: There are more investment options in the midcap segment, making them the choice of retail investors. However, the risk is higher in midcap stocks than in largecap stocks. But if you want to avoid risk, then instead of investing money directly in equities, you can also turn to midcap mutual funds. Looking at the return chart of Midcap Fund, investors have made huge profits from here over a long period. Talking about the return chart of the last 10 years, different funds have given returns with 20% CAGR during this period. Investors’ money here has increased up to 6 times in 10 years. Those who invest through SIP also have a good special fund ready. Here we have given information about the best 5 mutual fund schemes on the basis of performance only. Check whether this scheme is in your portfolio or not.
Axis Midcap Fund
Returns in 10 years: 20% CAGR
Value of 1 lakh investment in 10 years: Rs 6.23 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 16 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: February 18, 2011
Returns Since Launch: 18.30%
Total Assets: 16,518 crore (February 28, 2022)
Expense Ratio: 1.84% (January 31, 2022)
Kotak Emerging Equity Fund
Returns in 10 Years: 19.72% CAGR
Value of 1 lakh investment in 10 years: Rs 6 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 16.5 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 1000
Launch date: March 30, 2007
Returns since launch: 13.67%
Total Assets: 17,380 crore (February 28, 2022)
Expense Ratio: 1.80% (January 31, 2022)
SBI Magnum Midcap Fund
Return in 10 years: 19.50% CAGR
Value of 1 lakh investment in 10 years: Rs 6 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15.5 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: March 29, 2005
Returns since launch: 16.37%
Total Assets: 6591 crore (February 28, 2022)
Expense Ratio: 1.95% (January 31, 2022)
UTI Mid Cap Fund
Returns in 10 years: 19% CAGR
Value of 1 lakh investment in 10 years: Rs 5.79 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: April 7, 2007
Returns since launch: 17.83%
Total Assets: 6441 crore (February 28, 2022)
Expense Ratio: 1.81% (January 31, 2022)
Invesco India Mid Cap Fund
Returns in 10 years: 19% CAGR
Value of 1 lakh investment in 10 years: Rs 5.71 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15 lakh
Minimum lump sum investment: Rs 1000
Minimum SIP: Rs 500
Launch date: April 19, 2007
Returns since launch: 15.11%
Total Assets: 2115 crore (February 28, 2022)
Expense Ratio: 2.22% (January 31, 2022)
(source: value research)
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