Spread the love

As the name suggests Mid Cap Mutual Funds are those plans that follow a strategy of investing in large companies with large market capitalization. The size of the company plays a vital role in picking equity portfolios. The Mid Cap fund invests in companies specifically that have a market capitalization ranging between Rs. 500 Cr – RS.10000 Cr. These funds are generally invested in Mid Cap companies in a bull phase that ensures enormous returns even from underlying stocks. The Mid Cap Mutual Funds have observed massive growth over the years as a result investors get puzzled. Therefore unveil the list of the best mid cap mutual funds to invest in 2019 India to solve all the queries.

Below Is the List of Best Mid Cap Mutual Funds to Invest in 2019 India.

  • Kotak Emerging Equity Scheme – Kotak Emerging Equity Scheme was introduced on 30 March 2007. The fund follows a main investment strategy of investing in a diversified portfolio of equity and equity-related securities for growing long-term capital appreciation. The fund generated a CAGR return of 12.7% since incorporation by investing mainly in mid and small cap companies. It was ranked 12 in the Mid Cap group along with a return of 43% for the year 2017. Henceforth makes a place as the Best Mid Cap Mutual Funds to Invest in 2019 India.
  • L&T Midcap Fund – L&T Midcap Fund is one of the best mutual funds to invest in 2018 under the Mid Cap category.  It was introduced on 9 Aug 2004 in order to produce capital appreciation through investments in companies’ index level of Nifty Free Float Midcap 100. The fund generated a CAGR return of 20.7% since incorporation and a return of 52.3% in 2017, therefore is ranked 5 in Mid Cap group.
  • Sundaram Mid Cap Fund – Sundaram Mid Cap Fund was introduced on 30Jul 2002 with an objective to generate capital appreciation by investments in diversified stocks of mid-cap companies. The fund achieved a CAGR return of 27.5% since incorporation and a return of 40.8% in 2017, henceforth ranked 13 in Mid Cap group.
  • Edelweiss Mid Cap Fund – Edelweiss Mid Cap Fund was introduced on 26Dec 2007. The main investment objective is of long-term capital appreciation through a portfolio that mainly invests in equity or equity-related securities in the Mid Cap category. The fund generated a CAGR return of 10.2% since incorporation and a return of 52.3% in 2017, therefore ranked 22 in Mid Cap group.
  • HDFC Mid-Cap Opportunities Fund – HDFC Mid-Cap Opportunities Fund was set up on 25 Jun 2007 with an investment objective of capital appreciation through a portfolio of equity and equity-related securities mainly of Small and Mid-Cap categories. The fund managed a CAGR return of 16.9% since incorporation and a return of 41.7% in 2017, henceforth ranked 24 in the Mid Cap group.

best mid cap

  • Franklin India Prima Fund – Franklin India Prima Fund was established on 1Dec 1993 with the main objective of long-term capital appreciation and secondary objective of income growth. The fund generated a CAGR return of 20.3% since incorporation and a return of 39.7% in 2017. Therefore it is ranked 29 in the Mid Cap group and one of the best mid-cap mutual funds to invest in 2018.
  • DSP BlackRock Midcap Fund – DSP BlackRock Midcap Fund was set up on 14NOV 2006 with the main objective of capital appreciation through a portfolio of equity and equity-related securities particularly of Mid Cap companies and occasionally other equities. The fund generated a CAGR return of 15.7% since incorporation and a return of 39.8% in 2017 henceforth, ranked 20 in Mid Cap group.
  • Motilal Oswal Midcap 30 Fund – Motilal Oswal Midcap 30 Fund was established on 24 Feb 2014 with the investment objective of generating long-term capital appreciation through investments in utmost 30 best Mid Cap companies. The fund produced a CAGR return of 24.3% since launch and a return of 30.8% in 2017. It is ranked 27 in Mid Cap group.
  • SBI Magnum Mid Cap Fund – SBI Magnum Mid Cap Fund was incorporated on 29 March 2005 with an objective of long-term capital growth together with the liquidity of an open-ended plan through a diversified portfolio of equity-related securities of Mid Cap companies. The fund generated a CAGR return of 16.4% since incorporation and a return of 33.5% and hence ranked 28 in Mid Cap group.
  • Aditya Birla Sun Life Midcap Fund – Aditya Birla Sun Life Midcap Fund is an open-ended growth plan that was set up on 3 OCT 2002. The main objective of the long-term capital appreciation by investments in Mid Cap stocks at a controlled level. The fund generated a CAGR return of 24% and a return of 44.8% in 2017. Therefore is one of the top performing mutual funds in India and was ranked 16 in the Mid Cap group.

The above article provides a detailed list of Best Mid Cap Mutual Funds to Invest in 2019 India, those companies that will be tomorrow’s runaway successes. Investors can contact Udta Paisa for any assistance, offers, and discounts related to investment.