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Mutual fund handbook giving research on best mutual funds in india across Mid cap category

best mid cap mutual funds schemes in india

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Mutual fund handbook giving research on best mutual funds in india across Mid cap category

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  1. Introduction Equity mutual funds have different types of categories based on the segment of the market, sectors or industries, investment styles etc. One of the types of equity mutual funds is ‘Mid-Cap equity mutual funds’. Following are the traits of mid-cap funds: - Invest in Mid-cap and small-cap companies that have a good growth potential. • Risky than other equity mutual funds since they invest in Mid-cap and Small-cap companies. • More sensitive to overall market volatility. • There are many Mid-Cap Mutual Funds in the market but finding the best funds is a difficult task. Thus, we have analysed the diversified equity mutual funds based on their 3 years CAGR and beta to find the funds that can give higher returns at minimum risk.

  2. BNP Paribas Mid Cap Fund (G) Objective : - To seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small segment. Fund Size Rs. 477.26 Crore Expense Ratio 2.52% capitalization 1 Year Return 3 Year Return 5 Year Return Past Return Fund 21.44% 28.44% 2.70% SIP (XIRR) 3.97% 24.45% 23.49% S&P BSE Sensex -3.94% 9.74% 7.94% 0.84 Beta Rs. 2,64,165 Rs. 1,00,000 Invested 5 years back Rs. 1,09,908 Rs 1,000 SIP Invested 5 years back Sortino Ratio 2.54% Note: Returns and figures were as on 30thMay 2016

  3. Kotak Emerging Equity Fund (G) Objective: capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. To generate long-term Fund Size Rs. 776.16Crore Expense Ratio 2.69% 1 Year Return 3 Year Return 5 Year Return Past Return Fund 19.99% 30.17% 6.41% SIP (XIRR) 12.35% 25.59% 29.69% S&P BSE Sensex -3.94% 9.74% 7.94% 0.81 Beta Rs. 2,48,710 Rs. 1,00,000 Invested 5 years back Rs. 1,12,954 Rs 1,000 SIP Invested 5 years back Sortino Ratio 3.51% Note: Returns and figures were as on 30thMay 2016

  4. UTI Mid Cap Fund (G) Objective: appreciation by investing primarily in midcap stocks To achieve capital Fund Size Rs. 3,057.25Crore Expense Ratio 2.42% 1 Year Return 3 Year Return 5 Year Return Past Return Fund 21.03% 32.58% 0.88% SIP (XIRR) 4.87% 26.48% 27.30% S&P BSE Sensex -3.94% 9.74% 7.94% 0.90 Beta Rs. 2,59,724 Rs. 1,00,000 Invested 5 years back Rs. 1,15,384 Rs 1,000 SIP Invested 5 years back Sortino Ratio 2.92% Note: Returns and figures were as on 30thMay 2016

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