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Top 10 Best Performing Mid Cap Fund


Explain Mid Cap Fund (Equity Fund)

Mid Cap fund mainly invests in mid-cap companies which have the sound financial strength and sustainable business model. Under the mid-cap fund, the fund manager tries to identify companies that have greater potential for growth.

Equity funds are high risk and high gain funds invest in shares of companies. Usually, Equity funds produce a higher return than debt funds and fixed deposits.

Asset Allocation

  • Mid Cap Equity companies – 65 to 100% on the high-risk levels.
  • Other Equity options (large-cap) – 0 to 35% high-risk level.
  • Debt Securities – 0-35% on low to medium risk profile.
  • REITs and InvITs – 0 to 10% - medium to high risk.
  • Non-convertible preference shares – 0 -10% on low to medium risk.
  • In practical, funds are mainly invested in mid-cap securities, very small % of the fund can be invested in other given options.

Benefits of Mid Cap Mutual Funds

  • Moderate-High Risk – As funds are mainly invested in mid-cap companies, it’s completely depending on market and economic scenario. Mid Cap funds are considered under Moderate-High Risk
  • Return – Mid Cap Fund are exposed to equity so capital upside is possible in the long term. The average return is 10+% in a 1-year time horizon.
  • Long Team Investment Horizon - Mid Cap Fund Funds are equity funds in nature and for long term investment, so you should plan for your long term goal.
  • Tax – Mid Cap funds are Equity Funds. So the short term capital gain (STCG), if invested for up to one year window is 15%, for long term till Rs 1 lakh is tax-free after that 10% long-term capital gains (LTCG) is applicable.

Consideration of Mid Cap Fund Mutual Funds

  • Equity funds are considered high risk and high return, but due to high-risk factors, your personal goals can be affected if invested for a short team.
  • Need to pay exit load charges if redeemed/switched-out within 1 year from the date of allotment.

Why to invest in Mid Cap Fund?

Mid Cap Funds are alternate of investment in predominantly mid-cap companies. Due to the even distribution of your funds under diversified sectors, it diversify your risk across sectors.

Who can invest in Mid Cap Fund?

Mid Cap Funds are for long term investment. You can plan your retirement corpus, long term wealth creation or education corpus.

In this section, we have defined “Top 10 best performing Mid Cap Funds in the last one month” in India. The calculation is done clearly between current NAV and 30 days prior NAV. This is not an average return.

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Disclaimer: We personally suggest you to start SIP, so you can average your NAV. The above list is not a recommendation of funds, nor does it claim to the only correct way to rank funds. Please check the complete risk document of Mutual Funds and their current exposure to market before doing your investment.

Last updated on 29-Jul-21


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