Introduction Equity mutual funds have different types of categories based on the segment of the market, sectors or industries, investment styles etc. One of the types of equity mutual funds is ‘Mid-Cap equity mutual funds’. Following are the traits of mid-cap funds: •
Invest in Mid-cap and small-cap companies that have a good growth potential.
•
Risky than other equity mutual funds since they invest in Mid-cap and Small-cap companies.
•
More sensitive to overall market volatility.
There are many Mid-Cap Mutual Funds in the market but finding the best funds is a difficult task. Thus, we have analysed the diversified equity mutual funds based on their 3 years CAGR and beta to find the funds that can give higher returns at minimum risk.
BNP Paribas Mid Cap Fund (G) Fund Size
Objective : - To seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment.
Rs. 477.26 Crore
Expense Ratio
2.52%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
2.70%
28.44%
21.44%
SIP (XIRR)
3.97%
23.49%
24.45%
-3.94%
9.74%
7.94%
S&P BSE Sensex
Rs. 2,64,165
Rs. 1,00,000 Invested 5 years back
Rs. 1,09,908
Rs 1,000 SIP Invested 5 years back
Note: Returns and figures were as on 30th May 2016
Beta Sortino Ratio
0.84 2.54%
Kotak Emerging Equity Fund (G) Fund Size
Objective: To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Rs. 776.16Crore
Expense Ratio
2.69%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
6.41%
30.17%
19.99%
SIP (XIRR)
12.35%
29.69%
25.59%
-3.94%
9.74%
7.94%
S&P BSE Sensex
Rs. 2,48,710
Rs. 1,00,000 Invested 5 years back
Rs. 1,12,954
Rs 1,000 SIP Invested 5 years back
Note: Returns and figures were as on 30th May 2016
Beta Sortino Ratio
0.81 3.51%
UTI Mid Cap Fund (G) Fund Size
Objective: To achieve capital appreciation by investing primarily in midcap stocks
Rs. 3,057.25Crore
Expense Ratio
2.42%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
0.88%
32.58%
21.03%
SIP (XIRR)
4.87%
27.30%
26.48%
-3.94%
9.74%
7.94%
S&P BSE Sensex
Rs. 2,59,724
Rs. 1,00,000 Invested 5 years back
Rs. 1,15,384
Rs 1,000 SIP Invested 5 years back
Note: Returns and figures were as on 30th May 2016
Beta Sortino Ratio
0.90 2.92%
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