Large & Mid Cap Mutual Funds
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Large Mid Cap Funds are a type of Equity Funds that invests in the stocks of both large and mid-sized companies. These Funds aim to capture the stability of large caps and the growth potential of mid caps. While these are the best Large Mid Cap Mutual Funds to invest in, you must know these 3 things before you start investing. Read More
Best Large & Mid Cap Funds to Invest in 2024
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Add to CartDisclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
About Large & Mid Cap Funds
Large Mid Cap Funds combine the stability of large-cap companies and the growth potential of mid-cap companies. According to SEBI regulations, large-cap companies are rated from 1 to 100th based on market capitalization, whereas mid-cap companies are placed from 101 to 250th based on market capitalization. Here are the main features of Large and Mid Cap Funds:
- Large and Mid Cap Funds invest in the top 250 Indian companies as per market cap. These funds bring together India's largest companies as well as mid-sized companies.
- These funds offer diversification by investing in both large-cap and mid-cap stocks.
- This Fund's concentration risk is on the lower side as it invests in a range of industries and market segments.
If you are looking to invest in a diversified portfolio that includes exposure to both large-cap and mid-cap stocks, these funds are a great choice. They offer the benefits of both large-cap and mid-cap in a single fund. Here are a few advantages of Large Mid Cap funds:
- Large-cap and mid-cap funds offer you a double benefit by assisting in risk diversification across various market caps. Compared to investing individually, this fund can help you create a more stable portfolio.
- With the stability of large caps and the flexibility of mid-caps, Large Mid Cap Funds help you achieve long-term objectives. It will also help you to build a good corpus for your retirement.
- As these funds consist of dual funds, you may expect higher and better returns compared to individual investments.
- Large Mid Cap Funds prefer to invest in stocks that are more liquid than small-cap stocks.
These funds make a combination of large and mid-cap equity investments. There are various factors to decide whether Large Mid Cap Funds are a good option for you.
- Large and Mid Cap Funds are part of equity funds and may be prone to increased volatility. They may do well during moments of economic expansion, but they are also susceptible to market fluctuations.
- Large and Mid Cap Funds may be a suitable option if you're looking for a balance between stability and capital growth. They can offer you great possibilities to increase your invested capital for wealth creation in the long run.
- You need to have a long investing horizon in order to yield substantial profits. For long-term investment objectives like retirement, a child's education, home ownership, etc., these funds are therefore appropriate.
- The fund management team is crucial in leveraging on market swings while staying committed to the fund's investment objective. The success of the fund will be significantly impacted by the expertise of the fund management, so make an informed decision.
Large and Mid Cap Funds are preferred choices by many because they balance a portfolio’s risk and rewards. Let’s see if investing in these funds can be suitable for you:
- Large and Mid Cap Funds are suitable for investors with a moderate risk profle. These funds offer exposure to both large-cap and mid-cap stocks by striking a balance between stability and growth potential.
- These funds might fit your financial objectives if you can deal with market volatility and have a longer investing horizon.
- Since these funds are often actively managed, fund managers may modify their strategies as per the changing market conditions. If you value active investing, you can invest in these funds.
- If you are a newbie in stock markets and do not have much experience but wish for diversification, Large and Mid Cap Funds can be a good option. This is because they tend to balance your portfolio with stability as well as capital appreciation.
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FAQs
Large Mid Cap Funds invest in a mix of large-cap and mid-cap companies, blending the stability of large-cap stocks with the growth potential of mid-cap stocks. This combination allows for a diversified investment portfolio that can potentially offer balanced returns over time.
These funds are typically invested in the top 250 companies by market capitalization, covering both the large-cap and mid-cap segments. This includes well-established companies as well as emerging players across various sectors, aiming for growth and stability in your investment.
Large Mid Cap Funds have the potential to provide profits by leveraging the growth opportunities in mid-cap stocks along with the stability offered by large-cap stocks. However, the actual profit depends on market conditions, the performance of selected stocks, and fund management strategies.
No, profits from Large Mid Cap Funds are subject to capital gains tax, similar to other equity investments. The taxation depends on the duration for which you hold the investment.
Profits are taxed as follows: if you sell your investment after a year, gains up to ₹1 lakh are tax-exempt, and any gains above this amount are taxed at 10%. For investments sold within a year, the profit is taxed at 15%. Dividends received are added to your income and taxed according to your tax slab.
Choosing the best Large Mid Cap Fund involves looking at several factors such as the fund's performance history, the experience and track record of the fund manager, the fund's investment strategy, and how well it aligns with your investment goals and risk tolerance. It's also essential to consider the expense ratio as it affects your net returns.
No, you don't need a demat account to invest in Large Mid Cap Funds. You can invest directly through the AMC or through mutual fund investment platforms without a demat account.
The choice between lump sum and SIP (Systematic Investment Plan) in Large Mid Cap Funds depends on your investment capability and market timing. SIPs help in averaging the purchase cost over time, reducing the impact of market volatility. Lump sum investments might be preferable if you expect the market to rise in the long term and have a substantial amount to invest upfront.
To start an Large Mid Cap Fund SIP online, follow these 4 steps:
- Open Demat Account
- Choose the Large Mid Cap Fund you wish to invest in.
- Choose the SIP option, specifying the amount and SIP date
- Set up an auto-pay via bank account to automate the SIP payments
Yes, you can sell your investment in Large Mid Cap Funds at any time. However, it's wise to be mindful of the potential exit load and market conditions at the time of sale to maximize your returns.
Generally, Large Mid Cap Funds do not have a lock-in period, allowing you the flexibility to enter and exit as per their investment strategy. However, it's important to check the specific fund's details for any applicable exit load or other conditions.
Investing in Large Mid Cap Funds carries risks such as market volatility, where the value of your investment may fluctuate based on market conditions. While these funds aim to balance risk by diversifying across large and mid-sized companies, the performance still heavily depends on economic factors and market cycles.
No investment is entirely safe, and Large Mid Cap Funds are no exception. While they aim to offer a balance between the growth potential of mid-cap stocks and the stability of large-cap stocks, they are subject to market risks. Proper due diligence and understanding of your risk tolerance are essential before investing.
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