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Overview
Mid cap mutual funds primarily invest in medium-sized listed companies. These businesses can offer substantial growth opportunities as they expand, but their share prices can also be more volatile than those of larger, established companies.
For this reason, mid cap funds are generally better suited to investors who can accept meaningful market fluctuations and remain invested for the long term.
Explained
Mid cap mutual funds are equity schemes that primarily invest in stocks classified within the mid-cap segment under SEBI's applicable framework.
Mid-sized businesses occupy the space between large and small companies by market capitalisation.
They may have established products and revenue streams while still having considerable room to expand. That opportunity can be attractive, but it comes with business and market risks.
Explained
The fund manager invests the scheme's assets primarily in eligible mid-cap stocks according to the fund mandate.
Managers may evaluate factors such as:
The portfolio's NAV changes as the prices of its underlying securities move.
During strong equity markets, mid-cap companies can perform well. During corrections, however, they can also experience significant declines.
Suitability
Mid cap funds may suit investors who:
Advantages
Mid-cap companies can include businesses expanding into new markets, increasing market share or developing into larger enterprises.
Successful mid-sized businesses may grow considerably over time. Mutual funds offer a diversified way to participate in this segment.
Evaluating mid-sized businesses can require significant research. Fund managers and research teams perform company analysis and monitor investments on behalf of investors.
Instead of depending on one or two mid-cap stocks, investors can gain exposure to a portfolio of companies through a mutual fund.
Before you invest
Mid-cap stocks can decline significantly during weak markets. Investors should be financially and emotionally prepared for such periods.
Some mid-cap securities may have lower trading liquidity than the largest listed companies, particularly during stressed market conditions.
A strong growth story does not automatically make a stock attractive at any price. High valuations can increase downside risk if business growth disappoints.
Check the scheme's largest holdings and sector exposure. Excessive concentration can increase portfolio risk.
Avoid choosing a mid cap fund solely because it topped a recent return ranking. Strong past performance can be followed by periods of underperformance.
Taxation
Mid cap mutual funds generally qualify as equity-oriented funds when they meet the applicable conditions.
For qualifying units held for more than 12 months, gains are generally classified as long-term capital gains. LTCG under Section 112A is taxed at 12.5% above the applicable annual exemption threshold.
For qualifying units held for 12 months or less, gains are generally treated as short-term capital gains and taxed at the applicable special rate under Section 111A.
Tax laws may change, and individual tax circumstances can differ.
Step by step
Good to know
A mid cap mutual fund is an equity scheme that primarily invests in companies classified in the mid-cap segment under the applicable regulatory framework.
Yes. They carry equity-market risk and can experience substantial volatility. Their risk is generally higher than portfolios focused mainly on larger companies.
They can be considered by long-term investors who have an appropriate risk tolerance. Long investment periods do not eliminate the possibility of losses.
Mid cap funds primarily invest in medium-sized companies, while small cap funds focus on smaller listed companies. Small-cap stocks can generally present additional volatility and liquidity risk.
Yes. Most open-ended mid cap mutual funds provide an SIP facility, subject to the scheme's terms.
Recap
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FUND
HSBC Midcap Fund Direct Plan GrowthEquity Mid-Cap₹526.76
3.31%
16.86%
22.94%
18.1%
Invesco India Mid Cap Fund Direct Plan Growth OptionEquity Mid-Cap₹235.37
2.45%10.41%
22.94%
20.1%
I
ICICI Prudential Mid Cap Fund Direct Plan GrowthEquity Mid-Cap₹373.88
2.82%15.07%
20.54%
17.78%
Edelweiss Mid Cap Fund Direct Plan Growth OptionEquity Mid-Cap₹125.46
2.38%8.5%
20.32%
18.84%
ITI Mid Cap Fund Direct GrowthEquity Mid-Cap₹25.25
2.56%12.74%
19.41%
16.83%
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawalEquity Mid-Cap₹48.13
2.55%0.24%
17.79%
21.56%
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid CapEquity Mid-Cap₹4842.18
2.05%8.15%
17.39%
18.29%
Sundaram Mid Cap - Direct Plan - Growth OptionEquity Mid-Cap₹1601.41
2.12%4.52%
17.28%
16.03%
Kotak Mid Cap Fund Direct GrowthEquity Mid-Cap₹165.89
2.29%6.93%
16.83%
16.82%
Mahindra Manulife Mid Cap Fund Direct GrowthEquity Mid-Cap₹40.31
2.73%7.25%
16.75%
17.07%
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap WrdlEquity Mid-Cap₹92.94
3.31%16.26%
22.22%
17.4%
Invesco India Mid Cap Fund Direct Plan Payout of Income Dist cum Capital WtdrlEquity Mid-Cap₹82.17
2.45%6.93%
21.99%
18.83%
I
ICICI Prudential Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap WdrlEquity Mid-Cap₹69.26
2.81%10.61%
19.58%
16.21%
Edelweiss Mid Cap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal optionEquity Mid-Cap₹91.48
2.38%5.46%
19.92%
17.71%
ITI Mid Cap Fund Direct Payout Inc Dist cum Cap WdrlEquity Mid-Cap₹23.15
2.56%8.95%
19.1%
15.83%
Motilal Oswal Midcap Direct Payout of Income Distribution cum capital withdrawalEquity Mid-Cap₹48.13
2.55%0.24%
17.79%
21.56%
Nippon India Growth Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap WdrlEquity Mid-Cap₹187.82
2.05%7.52%
16.85%
17.9%
Sundaram Mid Cap Direct Plan Reinvestment of Income Distribution cum Capital WithdrawalEquity Mid-Cap₹70.13
2.12%6.84%
16.59%
16.41%
Kotak Mid Cap Fund Direct Reinvestment of Income Distribution cum Cap WdrlEquity Mid-Cap₹98.83
2.29%6.93%
16.83%
16.82%
Mahindra Manulife Mid Cap Fund Direct Reinvestment of Income Dis cum Cptl WdrlEquity Mid-Cap₹30.58
2.73%6.95%
16.53%
16.76%
Showing 1–20 of 86
