Mid-Cap Funds: Time to invest in Midcap Funds! This scheme increased to 9 times

Select Best Mid-Cap Mutual Fund: Where there has been a great boom in the past days, now the returns of midcap funds have started improving. During the past 1 month, 3 months and 1 year, the returns of midcap funds have been better than those of large-cap, multi-cap and large and midcap funds. Experts are also assuming that now the trend of investors towards midcap funds is increasing. He says that in the phase of recovery in the market, there has been a considerable increase in the large-cap. Now it’s midcap funds. Anyway, midcap can give high returns in the phase of recovery.

Midcap segment performance

1 month return: 10.31 percent
3 month return: 31.14 percent
1-Year Return: 17.74%

Performance of other segments

Lorgecap

1 month return: 3.54 percent
3 month return: 24.75 percent
1-Year Return: 6.90%

Multicap

1 month return: 5.26 percent
3 month return: 25.29 percent
1-Year Return: 9.84%

Lodge and midcap

1 month return: 6.77 percent
3 month return: 26.89 percent
1-Year Return: 10.86%

What to say about expert?

AK Nigam, director of BPN Fincap Consultants Pvt Ltd, says that the large-cap stocks have gained momentum in the market recovery. Now saturation is visible in it. After large-cap, it is now midcap. The trend has been that during the boom period in the economy, after midcap, there is a strong return in midcap. Anyway, the valuation of midcap is attractive. However, before choosing good midcap funds, see which companies they hold. Before investing in a mid-cap equity fund, investors should also look at their risk appetite.

Best Midcap Fund in the long term

Sundaram Midcap Fund

15 Year Return: 15.82 Percent
Value of 1 lakh in 15 years: 9 lakh rupees
10 thousand monthly SIP value in 15 years: 52 lakh rupees
Minimum investment: Rs 100
Minimum SIP: Rs 250
Assets: 4,959 crore (July 31, 2020)
Expense Ratio: 1.97% (July 31, 2020)
Risk: Less than average

L&T Midcap Fund

15 Year Return: 14.40%
Value of 1 lakh in 15 years: 7.52 lakh rupees
Value of 10 thousand monthly SIPs in 15 years: Rs 58 lakhs
Minimum investment: Rs 5000
Minimum SIP: Rs 500
Assets: 5,730 crores (July 31, 2020)
Expense Ratio: 1.93% (July 31, 2020)
Risk: Average

Nippon India Growth Fund

15 Year Return: 14.28 Percent
Value of 1 lakh in 15 years: Rs 7.41 lakh
10 thousand monthly SIP value in 15 years: Rs 47.25 lakh
Minimum investment: Rs 100
Minimum SIP: Rs 100
Assets: 6,509 crore (July 31, 2020)
Expense Ratio: 1.95% (July 31, 2020)
Risk: Average

Aditya Birla Sunlife Midcap Fund

15 Year Return: 13.69 Percent
Value of 1 lakh in 15 years: 6.85 lakh rupees
10 thousand monthly SIP value in 15 years: Rs 44.61 lakh
Minimum investment: Rs 1000
Minimum SIP: 1000 rupees
Assets: 2,137 crores (July 31, 2020)
Expense ratio: 2.26% (July 31, 2020)
Risk: High

(source: value research)

(Note: Here we are giving information on the basis of interaction with experts and performance of funds. There are risks in the market, so get the opinion of experts before investing.)