Midcap Mutual Funds
Introduction
Midcap Fund: This is an open-ended equity scheme which invests in midcap stocks with 65% of the total investment being in midcap companies. This fund is for those investors whose investment period is 5 years or more. Midcap Fund is a high return and high risk potential fund.
The Top Performing Midcap Mutual Funds are as Follows.
Table of Contents
Fund Type: An open ended fund Scheme Midcap Fund Entry Load : NA Features : SIP SWP
Benchmark : Nifty Midcap 150 TRI Exit Load: Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Launch date: 24-Feb-2014 Expense ratio: 1.63% Min SIP amount : ₹500
Fund Manager
Mr.Niket Shah
Mr.Sunil Sawant
Top 10 Portfolio Holdings
| Portfolio Detail | % to Net Assets |
|---|---|
| Kalyan Jewellers India | 9.97% |
| Polycab India Limited | 9.53% |
| Jio Financial Services | 8.81% |
| Coforge Limited | 8.49% |
| Persistent Systems | 7.91% |
| Tube Investments | 5.75% |
| Voltas Limited | 4.96% |
| Balkrishna Industries | 3.85% |
| Zomato Limited | 3.67% |
| Max Healthcare | 2.90% |
Sector Allocation
| Portfolio weight | Benchmark weight |
|---|---|
| IT - Software | 20.16% |
| Consumer Durables | 15.30% |
| Auto Components | 9.60% |
| Industrial Products | 9.53% |
| Finance | 8.81% |
| Chemicals & Petro | 3.70% |
| Retailing | 3.67% |
| Healthcare Services | 2.90% |
| Realty | 2.73% |
| Electrical Equipment | 2.62% |
Fund Type: An open ended fund Scheme Midcap Fund Entry Load : NA Features : SIP SWP
Benchmark : Nifty Midcap 150 TRI Exit Load: Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Launch date: 25-Jun-2007 Expense ratio: 1.39% Min SIP amount : ₹100
Fund Manager
Mr.Chirag Setalva
Mr.Dhruv Muchhal
Top 10 Portfolio Holdings
| Portfolio Detail | % to Net Assets |
|---|---|
| India Hotel Company | 4.55% |
| Tata Communication | 3.36% |
| Apolo Tyres | 3.23% |
| Max Financial | 3.21% |
| Max Healthcare | 3.09% |
| The Fedral Bank | 3.07% |
| Indian Bank | 2.93% |
| Ipca Laboratories | 2.66% |
| Hindustan Petroleum | 2.58% |
| Coforge Limited | 2.50% |
Sector Allocation
| Portfolio weight | Benchmark weight |
|---|---|
| Pharmaceuticals | 8.66% |
| It Software | 6.66% |
| Auto Components | 6.64% |
| Private sector bank | 4.65% |
| Hospital | 3.96% |
| Public sector bank | 3.92% |
| Hotels & resorts | 3.90% |
| Life insurance | 3.70% |
| Non banking financial | 3.32% |
| Refineries & market | 2.91% |
Fund Type: An open ended fund Scheme Midcap Fund Entry Load : NA Features : SIP SWP
Benchmark : Nifty Midcap 150 TRI Exit Load: Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Launch date: 08-10-1995 Expense ratio: 1.57% Min SIP amount : ₹100
Fund Manager
Mr. Kinjal Desai
Mr.Rupesh Patel
Top 10 Portfolio Holdings
| Portfolio Detail | % to Net Assets |
|---|---|
| Cholamandalam Financial | 3.19% |
| Power Finance | 2.77% |
| Voltas Limited | 2.62% |
| Persistent Systems | 2.60% |
| Fortis Healthcare | 2.32% |
| The Fedral Bank | 2.23% |
| BSE Limited | 1.99% |
| Prestige Estates | 1.65% |
| National Thermal | 1.91% |
| Indus Towers Ltd. | 1.88% |
Sector Allocation
| Portfolio weight | Benchmark weight |
|---|---|
| Financial | 17.49% |
| Services | 14.12% |
| Healthcare | 11.56% |
| Automobile | 10.41% |
| Capital Goods | 8.24% |
| Energy | 5.91% |
| Materials | 4.29% |
| Technology | 4.17% |
| Consumer Discretionary | 3.76% |
| Consumer Staples | 3.27% |
Fund Type: An open ended fund Scheme Midcap Fund Entry Load : NA Features : SIP SWP
Benchmark : Nifty Midcap 150 TRI Exit Load: Growth charges 1.0% of sell value; if fund sold before 3 Month. There are no other charges.
Launch date: 01-03-2000 Expense ratio: 1.57% Min SIP amount : ₹1000
Fund Manager
Mr. Ankit Pande
Mr.Vasav Sahgal
Mr.Sanjeev Sharma
Top 10 Portfolio Holdings
| Portfolio Detail | % to Net Assets |
|---|---|
| Reliance Industries | 9.27% |
| Aurobindo Pharma | 9.18% |
| Steel Authority Of India | 8.3% |
| IRB Infrastructure | 7.93% |
| Container Corporation Of India | 7.91% |
| Marico Ltd. | 5.86% |
| ITC Ltd. | 5.34% |
| Tata Communications | 4.5% |
| Linde India Ltd. | 4.28% |
| Mphasis Ltd. | 3.61% |
Sector Allocation
| Portfolio weight | Benchmark weight |
|---|---|
| Metals & Mining | 11.77% |
| Healthcare | 11.58% |
| Energy | 11.45% |
| Consumer Staples | 11.20% |
| Services | 11% |
| Construction | 7.93% |
| Communication | 6.65% |
| Automobile | 6.21% |
| Chemicals | 4.28% |
| Technology | 3.99% |
Fund Type: An open ended fund Scheme Midcap Fund Entry Load : NA Features : SIP SWP
Benchmark : Nifty Midcap 150 TRI Exit Load: Growth charges 1.0% of sell value; if fund sold before 3 Month. There are no other charges.
Launch date: 26-12-2007 Expense ratio: 1.74% Min SIP amount : ₹100
Fund Manager
Mr.Trideep Bhattachary
Top 10 Portfolio Holdings
| Portfolio Detail | % to Net Assets |
|---|---|
| Persistent System Ltd | 4.51% |
| Dexon Tech | 4.28% |
| Trent Ltd | 4.15% |
| Lupin Ltd | 2.84% |
| Solar Industries | 2.52% |
| Bajaj Housing | 2.38% |
| PB Fintech | 2.27% |
| CG Power | 2.25% |
| Voltas Ltd | 2.02% |
| Indian bank | 2.01% |
Sector Allocation
| Portfolio weight | Benchmark weight |
|---|---|
| IT - Software | 4.51% |
| Consumer Durables | 4.28% |
| Retailing | 4.15% |
| Pharma & Biotech | 2.84% |
| Chemicals & Petro | 2.52% |
| Finance | 2.38% |
| Fintech | 2.27% |
| Electrical Equipment | 2.25% |
| Consumer Durables | 2.02% |
| Banks | 2.01% |
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Frequently Asked Questions
This is an open-ended equity scheme which invests in midcap stocks with 65% of the total investment being in midcap companies. This fund is for those investors whose investment period is 5 years or more. Midcap Fund is a high return and high risk potential fund.
Midcap mutual funds are suitable for high-risk investors who can tolerate the ups and downs of the market. This fund is not for low-risk investors. If you are looking for a high-return fund, then this is a good option for you.
By investing in midcap funds, investors can earn good returns by investing in growing midcap industries. By investing in midcaps, investors can earn good returns by investing in diversified sectors. It has higher risk than large caps but also gives higher returns.
Small cap fund invests in small companies which are quite volatile as compared to midcap fund and large cap fund invests in large companies which are quite volatile but are low as compared to midcap.
Small cap fund invests in small companies which are quite volatile as compared to midcap fund and large cap fund invests in large companies which are quite volatile but are low as compared to midcap. Investors can earn high returns by investing in midcap but it should be for long term purpose.
Investors can also invest in midcap through SIP or lumpsum. Investors can invest online through the official website of the AMC, a bank, a brokerage account, or a mutual fund distributor.
Yes, short term capital gain tax and long term capital gain tax is levied on midcap funds. Short term capital gain tax is 15% and long term capital gain tax is 10%.
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