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What is a Mid-Cap Mutual Fund?
A midcap fund is an open-ended equity mutual fund which invests in equity stocks and securities of midcap companies. It has high risks and offer good return potential.
Advantages of Mid-Cap Mutual Fund
Growth potential
Midcap companies have a good growth potential; when they do, you can benefit from it through high returns.
Diversification
Midcap mutual funds comprise a diversified portfolio that helps spread the volatility risk while enhancing the return potential.
Professional Fund Management
Being actively managed, midcap funds provide the benefit of professional fund management.
Explore Mid-Cap Mutual Fund
AUM: 23427(Cr)
Risk: Very High
- MIN. INVESTMENT 500
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹10000
- Get (30 Yrs) ₹24,850*
*Projections/estimations is backtested using historical data.
- AUM: 23427(Cr)
- Risk: High
- MIN. INVESTMENT 1000
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹15000
- Get (30 Yrs) ₹34,850*
*Projections/estimations is backtested using historical data.
Mid-Cap Mutual Fund Returns Calculator
REGULAR INVESTMENT
SIP
Invest systematically in regular amounts and build a corpus with a disciplined investing habit.
ONE TIME INVESTMENT
Lump sum
Invest once with the facility of lump sum investing and save at your will. Time the market correctly and earn good returns.
Total Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
Total Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
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Understanding Mid-Cap Mutual Fund
Table of Contents
What are midcap funds?
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Midcap companies are listed from 101 to 250 on the stock exchange . Funds investing in equity securities of these companies are called midcap mutual funds.
What are the features of midcap funds?
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Minimum 65% allocation in midcap securities
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High risk-return trade-off
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Suitable for investors with a long-term investment horizon
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Invest through SIPs or lump sum
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Earn tax-free returns up to Rs.1 lakh if you stay invested
What is the meaning of market capitalisation?
Market capitalisation means the total value of a company’s shares
The total number of listed shares is considered for calculation
The current market value is taken to calculate the market cap
Formula -
Market capitalisation = total number of outstanding shares X current market value per share
What should be the investment horizon for midcap funds?
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Midcap funds are risky since they invest in growing companies
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Short-term market volatility might yield negative returns
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An investment tenure of 5 years or more is recommended
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This mitigates short-term volatility and yield attractive returns
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You also get a tax benefit on staying invested for a longer tenure
What is the tax implication of midcap funds?
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Returns up to Rs.1 lakh are tax-free if you stay invested for 12 or more months
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Returns exceeding Rs.1 lakh are taxed at 10%
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For redemption within 12 months, returns are taxed at 15%
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Dividends earned, if any, are taxed at your income tax slab rate
What are the payout options?
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Dividend option
Earn dividends on your investment at regular intervals
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Growth option
Accumulate the returns over the investment tenure and get a lump sum amount on redemption
FAQs On Mid-Cap Mutual Fund
Mid-cap funds are equity-oriented funds and are risky. However, the risk profile lies between large-cap funds and small-cap funds. Midcap funds are riskier than large-cap funds but less risky when compared to small-cap funds.
This choice depends on your investment ability, horizon and strategy. SIPs are good for a disciplined investing approach when you can save regularly to create a corpus. On the other hand, lump sum investing is suitable if you have surplus funds which you want to invest once. Moreover, if you can time the market, lump sum investment is better else you should choose SIPs.
Mid-cap funds can be more volatile in the short term than large-cap funds. However, in the long run, the potential of mid-cap funds to provide good returns is higher than that of large-cap funds.
The expense ratio is the amount charged by your fund house as administrative cost for your investment transaction. A lower expense ratio means that your effective returns are higher, which makes checking the expense ratio important before investing.
Exit load is the charge applied upon redemption of your mid-cap fund before maturity or expiry of the specified term. It varies from fund to fund and is a percentage of the NAV (Net Asset Value) of the fund.
Types of Equity Mutual Funds
Funds Based On Market Capitalisation
Funds Based On Investment Style
Other Asset Class Funds
ETF Funds
Invest in funds listed and traded on the stock exchange
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Fund of Funds
Mutual funds that invest in other mutual funds both in India and globally
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Hybrid Funds
Get a mix of equity, debt and other asset classes for a diversified portfolio
Know More
Index Fund
Passively-managed mutual funds tracking a particular index
Know More