Mid-cap funds invest only in mid-cap companies. As per SEBI mid-cap segment is defined by stocks of the Companies that are ranked from 101 to 250 by market capitalization. Mid-cap companies have a market capitalization of INR 500 to INR 10,000 crores. These funds are invested in mid cap companies looking for expansion opportunities. They deliver excellent returns during bull markets and are extremely volatile

Invest in Best Equity Midcap Funds

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Mid-cap funds invest only in mid-cap companies. As per SEBI mid-cap segment is defined by stocks of the Companies that are ranked from 101 to 250 by market capitalization. Mid-cap companies have a market capitalization of INR 500 to INR 10,000 crores. These funds are invested in mid cap companies looking for expansion opportunities. They deliver excellent returns during bull markets and are extremely volatile

Baroda Mid-cap Fund


-

Returns 3Y

11.84%

Returns 5Y

8.39%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Load NILExit Load 1.00% if redeemed on or before 365 days from the date of allotment of units. NIL if redeemed after 365 days from the date of allotment.

Invest
SIP

Sundaram Large and Midcap Fund


Equity-Large-And-Midcap

Returns 2Y

13.22%

Returns 3Y

18.04%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Mahindra Unnati Emerging Business Yojana


Equity-Midcap

Returns 6M

-5.84%

Returns 1Y

0.42%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

DSP Midcap Fund - Regular Plan


Equity-Midcap

Returns 3Y

17.66%

Returns 5Y

22.29%

Min Order

₹500

Min SIP

₹500

Exit load : Holding Period: < 12 months: 1% >= 12 months: Nil

Invest
SIP

ICICI Prudential MidCap Fund


Equity-Midcap

Returns 3Y

15.17%

Returns 5Y

21.36%

Min Order

₹5,000

Min SIP

₹100

Exit load : Within 1 Year from allotment - 1% of applicable NAV, more than 1 Year - Nil

Invest
SIP

UTI - Mid Cap Fund


Equity-Midcap

Returns 2Y

4.59%

Returns 3Y

11.68%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 2Y

8.84%

Returns 3Y

18.87%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

Reliance Growth Fund


Equity-Midcap

Returns 3Y

5.7%

Returns 5Y

8.22%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Sundaram Midcap Fund


Equity-Midcap

Returns 2Y

4.1%

Returns 3Y

14.24%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Edelweiss Mid Cap Fund


Equity-Midcap

Returns 1Y

-5.38%

Returns 2Y

9.18%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

SBI Magnum MIDCAP FUND -


Equity-Midcap

Returns 3Y

10.24%

Returns 5Y

18.15%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.

Invest
SIP

Franklin India Prima Fund


Equity-Midcap

Returns 3Y

16.07%

Returns 5Y

22.19%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil; Exit Load 1% (for redemption within 1 year of allotment)

Invest
SIP

Motilal Oswal Midcap 30 Fund (MOF30)


Equity-Midcap

Returns 2Y

3.45%

Returns 3Y

11.3%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

BNP Paribas Mid Cap Fund


Equity-Midcap

Returns 3Y

12.72%

Returns 5Y

19.84%

Min Order

₹5,000

Min SIP

₹300

Exit load : -

Invest
SIP

Reliance Growth Fund


Equity-Midcap

Returns 3Y

16.01%

Returns 5Y

18.29%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Tata Mid Cap Growth Fund - Direct Plan


Equity-Midcap

Returns 2Y

2.17%

Returns 3Y

10.5%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Invesco India Midcap Fund


Equity-Midcap

Returns 2Y

11.55%

Returns 3Y

17.32%

Min Order

₹5,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

Aditya Birla Sun Life Midcap Fund


Equity-Midcap

Returns 3Y

13.67%

Returns 5Y

20.0%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil

Invest
SIP

IDBI Midcap Fund


Equity-Midcap

Returns 1Y

-2.81%

Returns 2Y

5.24%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

Essel Midcap Fund


Equity-Midcap

Returns 1Y

8.41%

Returns 2Y

8.48%

Min Order

₹1,000

Min SIP

₹500

Exit load : For units in excess of 15% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

DHFL Pramerica Midcap Opportunities Fund


Equity-Midcap

Returns 1Y

-3.9%

Returns 2Y

2.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry load Nil. Exit Load - - If units are redeemed/switched out on or before 365 days from the date of allotment - 1.00%;- If units are redeemed/switched out after 365 days of allotment - Nil.

Invest
SIP

HDFC MID-CAP OPPORTUNITIES FUND


Equity-Midcap

Returns 3Y

17.09%

Returns 5Y

21.65%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

Tata Mid Cap Growth Fund - Direct Plan


Equity-Midcap

Returns 2Y

9.3%

Returns 3Y

15.6%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Kotak Emerging Equity Scheme


Equity-Midcap

Returns 2Y

7.25%

Returns 3Y

17.53%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : i) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. ii) For redemption/switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil. Note Any exit load charged (net off Service Tax, if any) shall be credited back to the respective scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.

Invest
SIP

Axis Midcap Fund


Equity-Midcap

Returns 3Y

17.89%

Returns 5Y

21.53%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : 1% if redeemed / switched - out within 12 months from the date of allotment (w.e.f. 5th May 2014)

Invest
SIP

Who should invest in

Investors having high risk appetite and looking for faster growth and want to capture the price gains during bull markets.


How long should you stay invested in ?

These funds are suitable for investors who can stay with these funds for a period of 7 to 10 years. Since they have a smaller capital base the underlying stocks are characterized by limited liquidity. These funds remain volatile in short term so its sensible to remain invested longer.


How to invest in ?

You can click on the link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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