Best Mid-Cap Mutual Funds in India for 2015 You should never Miss
BNP Paribas Mid Cap Fund (G) Fund Size
Rs. 304.39 Crore
Expense Ratio
2.77% 1 Year Return
3 Year Return
5 Year Return
Fund
16.9%
31.9%
18.3
SIP
8.8%
34.4%
28.2%
-5.1%
12.8%
6.4%
Past Return
CNX BSE Sensex
Rs 2,32,481
Rs 1,00,000 Invested 3 years back
Rs 1,18,818
Rs 1,000 SIP Invested 3 years back
Scheme Snapshot – To seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment.
Beta
0.84
Sortino Ratio
0.16
HDFC Mid-Cap Opportunities Fund (G) Fund Size Expense Ratio
Rs. 9980.3 Crore 2.28% 1 Year Return
3 Year Return
5 Year Return
Fund
12.9%
29.8%
17.9%
SIP
3.2%
33.2%
26.1%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 2,28,367
Rs. 1,00,000 Invested 5 years back
Rs. 1,13,271
Rs 1,000 SIP Invested 5 years back
Scheme Snapshot – To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.
Beta
0.84
Sortino Ratio
0.14
ICICI Pru Value Discovery Fund (G) Fund Size Expense Ratio
Rs. 9416.54 Crore 2.23% 1 Year Return
3 Year Return
5 Year Return
Fund
8.2%
29.3%
17%
SIP
-0.7%
31.9%
25.6%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 2,19,492
Rs. 1,00,000 Invested 5 years back
Rs. 1,11,959
Rs 1,000 SIP Invested 5 years back
Scheme Snapshot – The Primary objective is to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well diversified portfolio of value stocks.
Beta
0.87
Sortino Ratio
0.15
Kotak Emerging Equity Fund (G) Fund Size Expense Ratio
Rs. 673.47 Crore 2.67% 1 Year Return
3 Year Return
5 Year Return
Fund
18.7%
30%
13.8%
SIP
5.1%
35.8%
26.2%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 1,91,117
Rs. 1,00,000 Invested 5 years back
Rs. 1,13,403
Rs 1,000 SIP Invested 5 years back
Scheme Snapshot – To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Beta
0.81
Sortino Ratio
0.22
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