Mid Cap Mutual Funds
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Mid Cap Funds are a type of Equity funds that invest in the stocks of mid-sized companies. These companies have a market capitalization between Rs. 5,000 crores and Rs. 20,000 crores. While these are the best Mid Cap Mutual Funds to invest in, you must know these 3 things before you start investing. Read More
Best 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 Mid Cap Funds
Mid Cap Funds are the types of equity funds that invest in mid-cap stocks, which typically rank from 101 to 250 as per market capitalization. So, in simple words, Mid Cap Funds invest in mid-cap stocks and they fall in between large-cap and small-cap. These funds provide higher returns than large-cap funds but lower compared to returns on small-cap funds . Here are the features of Mid Cap Funds:
- Mid Cap Funds invest in companies that are in a growing stage. Some of them might become really big companies in the future. So, if you're willing to invest for a longer time, you might see good results.
- A Mid Cap Fund is actively managed by professional fund managers who specialize in identifying firms with growth potential. The fund manager undertakes extensive research, analyzes financial data, and actively monitors the portfolio performance.
- Mid Cap Funds have a comparatively lower risk than small-cap funds but higher risk than large cap funds.
Mid Cap Funds are popular for their capacity to provide a balance between growth and stability. Investing in Mid Cap Mutual Funds offers the following major benefits:
- Mid Cap Funds invest in several developing companies that offer higher potential returns than Large Cap funds.
- Like other equity funds, mid-caps are also highly liquid.
- Mid Cap Funds are handled by skilled fund managers. They focus on companies with high growth potential. To achieve that, fund managers do comprehensive research on stocks using different methods such as fundamental analysis.
The selection of a mutual fund should be based on individual investment objectives and risk appetite. Let's look at a few factors that may help you decide if Mid Cap Funds are a suitable match for your style of investing:
- Mid Cap Funds may be a good option if you are willing to take some risks with the main objective of capital appreciation. They have the potential to yield significant returns if invested in the long run.
- Investing in these funds can be beneficial during economic recovery if you want to diversify your portfolio. Also, Mid Cap Funds are growth-oriented and have generated good returns in the past compared to Large Cap funds.
- It's important to evaluate your risk tolerance before investing in Mid Cap Funds. Mid Cap stocks have growth potential, but they can be more volatile than those of larger or more well-established businesses.
Mid Cap Funds are a good choice to reach your long-term financial objectives. Here are some considerations to check if Mid Cap Funds are right for you or not:
- Since most mid-cap companies are in the growth stage, you need to be prepared to invest for a longer time horizon such as five years or more.
- Mid Cap Funds may be attractive if you are prepared to take a reasonable amount of risk in the hope of achieving better returns. These funds provide a healthy mix of large-cap stability and small-cap growth possibilities.
- Mid Cap Funds are ideal if you want to benefit from equity investments but do not want to deal with excessive volatility and risks of Small Cap or other aggressive Funds.
- Mid Cap Funds are the right option if you wish to diversify your holdings and lower the risk of concentration. Portfolio resilience can be improved by diversifying across various market capitalizations and industries.
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FAQs
Mid Cap Funds invest in medium-sized companies, those ranked from 101 to 250 based on market capitalization. They strike a balance between the high growth potential of small caps and the stability of large caps, aiming for significant returns with moderate risk. These funds pool money from investors to buy stocks in such companies, with the hope that they can eventually dominate their industry by becoming large caps.
In India, Mid Cap Funds typically invest in medium-sized companies that are neither too big nor too small, with significant growth potential. These companies are often in the process of expanding their operations and market presence, operating in emerging industries or sectors poised for growth. This offers a mix of growth and stability.
Mid Cap Funds can offer substantial profits due to their investment in medium-sized companies with growth potential. However, these funds come with moderate risk and can be volatile in the short term. Their success depends on picking the right companies that outperform the market, making them suitable for you if looking for growth over a longer time horizon.
No, Mid Cap Funds are not tax-free. Profits are subject to capital gains tax, with long-term gains (over a year) taxed at 10% for amounts exceeding ₹1 lakh, and short-term gains (less than a year) taxed at 15%. This tax structure encourages long-term investment in these funds.
Profits from Mid Cap Funds are taxed as capital gains. If you hold your investment for more than a year, long-term capital gains over ₹1 lakh are taxed at 10%. For investments held for less than a year, short-term capital gains are taxed at 15%. This aims to incentivize longer-term investments.
Choosing the best Mid Cap Fund involves evaluating the fund's past performance, the expertise of the fund manager, expense ratios, and the investment strategy. Consider your own risk tolerance and investment goals. Diversification within the portfolio and consistent returns over different market conditions are key indicators of a good mid cap fund.
No, it's not necessary to open a demat account to invest in Mid Cap Funds. These funds can be bought directly from the asset management company (AMCs) or through a mutual fund platform without requiring a demat account. This simplifies the investment process for you.
Whether a lump sum or a Systematic Investment Plan (SIP) is better in Mid Cap Funds depends on your financial situation and investment strategy. SIPs help in averaging the purchase cost over time, which can be beneficial in managing volatility and building a habit of disciplined investing. Lump-sum investments might be suitable when you have a significant amount of money to invest at once, especially during market lows.
To start an Mid Cap Fund SIP online, follow these 4 steps:
- Open Demat Account
- Choose the 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 Mid Cap Funds anytime. These funds are open-ended, allowing you to redeem their units at the current Net Asset Value (NAV) on any business day. However, selling within a short period of investing might attract exit load charges, and the investment value can fluctuate due to market volatility.
Generally, Mid Cap Funds do not have a lock-in period, meaning you can buy or sell their units at any time. Always check the fund's prospectus for details.
The risks associated with Mid Cap Funds include market risk, where the fund's value can fluctuate due to market volatility; liquidity risk, where certain investments might be harder to sell quickly; and concentration risk if the fund is heavily invested in specific sectors. These funds are subject to more significant price swings than large cap funds but offer higher growth potential.
No investment is 100% safe, and Mid Cap Funds are no exception. They offer the potential for higher returns compared to large cap funds, but with increased volatility and risk. You should consider their risk tolerance, investment horizon, and financial goals before investing in Mid Cap Funds.
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