If you are planning to invest in mutual funds these days, then mid-cap funds can be a good option. This fund category High Return Midcap Funds has given a return of more than 82% in the last 1 year. If you can take risks, then investing in mid-cap funds can give you good profits.
First Know What Are Mid Cap Mutual Funds
Mid-cap mutual funds are funds that invest primarily in shares of mid-cap companies. Mid-cap companies are those whose market cap is more than Rs 5,000 crore but less than Rs 20,000 crore. Companies ranked 101 to 200 in terms of market cap are also called mid-cap companies.
Invest Only if You Have the Ability to Take Risks
Mid-cap funds have higher risk than large-cap funds. Therefore, only those people who can take more risk in their investments should invest in this fund. Apart from this, investing in it is good for the long term. In such a situation, if you want to invest for a long period i.e. more than 5 years, then you can invest in it.
You Can Invest 25 to 35% of Your Portfolio
According to experts, it would be right to invest 25 to 35% of the portfolio in it. That is, if you have a total of 100 rupees to invest, then you can invest 20 to 30 rupees in it. Investing in it for the long term will be beneficial.
Investing Through SIP Will Be Right
Instead of investing money in mutual funds at once, one should invest through Systematic Investment Plan (SIP). Through SIP, you invest a fixed amount every month. This further reduces the risk, because it is not much affected by the fluctuations of the market.
Current High Return Midcap Funds
Below is the list of mutual fund which has delivered highest return in the last 1 year
| Fund Name | Crisil Rank | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y |
| Quant Mid Cap Fund – Direct Plan – Growth | 5 | 6920.17 | 2.15% | 6.98% | 13.46% | 40.36% | 29.02% | 81.81% |
| ITI Mid Cap Fund – Direct Plan – Growth | 5 | 820 | 2.98% | 8.91% | 13.97% | 39.45% | 26.40% | 76.84% |
| JM Midcap Fund – Direct Plan – Growth | – | 955.02 | 0.49% | 8.59% | 16.37% | 34.21% | 26.25% | 74.78% |
| Mahindra Manulife Mid Cap Fund – Direct Plan – Growth | 5 | 2,433.01 | 1.72% | 6.70% | 11.30% | 30.77% | 20.06% | 68.45% |
| Quant Mid Cap Fund – Direct Plan – Growth | 4 | 10,342.47 | 1.18% | 6.72% | 10.75% | 28.98% | 19.59% | 64.96% |
Disclaimer
Information here is for education only. Not investment advice. Consult a financial advisor for decisions."