5 best mid cap Mutual index Fund gave bumper returns in 2022

5 best mid cap Mutual index Fund gave bumper returns in 2022

Despite the volatility in the market, investments in equity mutual funds are being seen again. Talking about the last 1 year, most of the categories of equity mutual funds have filled the pockets of investors.

Talking about the last 1 year, most of the categories of equity mutual funds have filled the pockets of investors. The average returns in the midcap and smallcap segments have been 94 percent and 110 percent.

5 best mid cap Mutual index Fund gave bumper returns

The average returns in the midcap and smallcap segments have been 94 percent and 110 percent. On the other hand, in the large-cap segment also, the return was around 70 percent. Small and midcap stocks have bounced back, which have been underperformers for a long time.

These stocks have risen in the event of a better economic growth outlook after the lockdown. 

While many Frontline stocks are at high valuations, the valuations of many good stocks are still attractive for small and medium companies. That’s why experts give preference to midcap and smallcap funds in the new financial year.

Last year return list

  • Equity Smallcap Fund: 110 percent
  • Equity Midcap Fund: 94%
  • Equity Large Cap Fund: 75%
  • Equity Large and Midcap Fund: 81 percent
  • Equity Value-Oriented Fund: 88%
  • Equity ELSS: 78%

Midcap expected to rise

Too many ups and downs in the market in the last few years, but stability comes into the market. The economic growth outlook is better going forward. RBI has also projected GDP growth to be in double digits in FY 2022.

Consumption is expected to improve going forward. Small and mid-sized companies of the country will get the benefit from this. On the other hand, the valuation of the large-cap is still high. In such a situation, midcaps can outperform further.

While it is important to note that mid-cap equity funds can deliver strong returns, they also carry high market risk.

If investors have a high-risk appetite, they can look at this segment. Before making an investment decision, it is necessary to assess your financial goals and risk-taking ability. At the same time, investing in it should be done with a target of at least 10 years.

1- Axis mid-cap fund

Axis Midcap Fund has given a return of 31.56 percent per annum in 3 years. In this, the investment of Rs 1 lakh increased to Rs 2.28 lakh. At the same time, the value of monthly SIP of Rs 10,000 has increased to Rs 6.30 lakh.

The minimum investment in this is Rs 5000. At the same time, you can start investing with a minimum SIP of Rs 500. It has an expense ratio of 0.49%. This scheme was launched on 1 January 2013.

  • 5 Year Return: 20%
  • Value of 1 lakh investment: Rs 2.5 lakh
  • Assets: Rs 9757 crore (February 28, 2021)
  • Expense Ratio: 0.51% (February 28, 2021)

2- PGIM India Midcap Opportunity Fund

PGIM India Midcap Opportunities Fund has given a return of 40.30 percent per annum in 3 years. In this, the investment of Rs 1 lakh increased to Rs 2.76 lakh. At the same time, the value of monthly SIP of Rs 10,000 has increased to Rs 7.76 lakh.

The minimum investment in this is Rs 5000. At the same time, you can start investing with a minimum SIP of Rs 1000. The expense ratio in this is 0.34 percent. This scheme was launched on 2 December 2013.

  • 5 Year Return: 19%
  • Value of 1 lakh investment: Rs 2.40 lakh
  • Assets: Rs 934 crore (February 28, 2021)
  • Expense Ratio: 0.55% (February 28, 2021)

3- Quant Mid Cap Fund

Quant Mid Cap Fund has given a return of 32.59 percent per annum in 3 years. In this, the investment of Rs 1 lakh increased to Rs 2.33 lakh. At the same time, the value of monthly SIP of Rs 10,000 has increased to Rs 7.03 lakh.

The minimum investment in this is Rs 5000. At the same time, you can start investing with a minimum SIP of Rs 1000. The expense ratio in this is 0.50 percent. This scheme was launched on 1 January 2013.

4- Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund has given a return of 31.16 percent per annum in 3 years. In this, the investment of Rs 1 lakh increased to Rs 2.26 lakh. At the same time, the value of monthly SIP of Rs 10,000 has increased to Rs 6.64 lakh.

The minimum investment in this is Rs 5000. At the same time, you can start investing with a minimum SIP of Rs 500. It has an expense ratio of 0.64%. This scheme was launched on 1 January 2013.

5- SBI Magnum Midcap Fund

SBI Magnum Midcap Fund has given a return of 29.46 percent per annum in 3 years. In this, the investment of Rs 1 lakh increased to Rs 2.17 lakh. At the same time, the value of monthly SIP of Rs 10,000 has increased to Rs 6.47 lakh.

The minimum investment in this is Rs 5000. At the same time, you can start investing with a minimum SIP of Rs 500. It has an expense ratio of 1.09 percent. This scheme was launched on 1 January 2013.

I hope this article “5 best mid cap Mutual index Fund ” will help you a lot in investing in mid cap funds, if you have also invested in mid cap mutual index funds then you can share your experience by commenting below.

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