7 Mid-Cap Funds That Delivered Up to 35% CAGR in 5 Years
Synopsis: Over the past 5 years, certain Mid-cap Mutual Funds have delivered high returns with upto 35% Compound Annual Growth rate (CAGR). This article highlights top 7 best-performing mid-cap funds that have consistently created wealth for investors. Midcap funds are equity funds that invest in mid-size companies. According to SEBI’s classification, mid-cap companies are those ranked […] The post 7 Mid-Cap Funds That Delivered Up to 35% CAGR in 5 Years appeared first on Trade Brains.
Synopsis: Over the past 5 years, certain Mid-cap Mutual Funds have delivered high returns with upto 35% Compound Annual Growth rate (CAGR). This article highlights top 7 best-performing mid-cap funds that have consistently created wealth for investors.
Midcap funds are equity funds that invest in mid-size companies. According to SEBI’s classification, mid-cap companies are those ranked 101 to 250 on the stock exchange based on market capitalization.
1. Motilal Oswal Midcap Fund
- 5 years CAGR: 35.16%
- Fund Size(AUM): ₹34,749 Cr
- Expenses ratio: 0.70
- Minimum SIP: ₹500
- Minimum Lump sum: ₹ 500
- Exit load: 1%, if redeemed within 365 days.
Motilal Oswal holding 17 Equity stocks, Major Holdings are:
Name Assets Holding % Dixon Technologies (India) 9.57% Eternal (Zomato) 9.37% Coforge 9.04% Persistent Systems 8.33%
2. Edelweiss Mid Cap Direct Plan Growth
- 5 years CAGR: 30.78%
- Fund Size(AUM): ₹11,731
- Expenses ratio: 0.38
- Minimum SIP: ₹100
- Minimum Lump sum: ₹100
- Exit load: 1%, if redeemed within 90 days.
Edelweiss Mid Cap Direct Plan Growth Holding 87 stocks. Major holdings:
Name Assets Holding % Max Healthcare Institute 3.07% Coforge 2.68% Persistent Systems 2.42% Fortis Healthcare 2.37%
3. HDFC Mid Cap Fund
- 5 years CAGR: 30.43%
- Fund Size(AUM): ₹84,854.73 Cr
- Expenses ratio: 0.71
- Minimum SIP: ₹ 100
- Minimum Lumpsum: ₹100
- Exit load: 1% if redeemed within 1 year.
HDFC Mid Cap Fund holding 73 Stocks. Majority holdings are
Name Assets Holding % Max Financial Services Ltd 4.73% Balkrishna Industries 3.53% Indian Bank 3.26% Fortis Healthcare 3.18%
4. Nippon India Growth Mid Cap Fund
- 5 years CAGR: 30.19%
- Fund Size(AUM): ₹39,320 Cr
- Expenses ratio: 0.74
- Minimum SIP: ₹ 100
- Minimum Lumpsum: ₹100
- Exit load: 1% if redeemed within 1 months
Nippon India growth Mid cap fund holding 95 Stocks. Major holdings are
Name Assets Holding % Fortis Healthcare 3.34% BSE Ltd 2.65% Cholamandalam Finance 2.56% Voltas 2.21%
Also read: 4 Top-Performing Defence Mutual Funds That Delivered Upto 23% in Just 6 Months
5. Invesco India Growth Mid Cap Fund
- 5 years CAGR: 30.07
- Fund Size(AUM):₹ 8,518.36
- Expenses ratio: 0.54
- Minimum SIP: ₹500
- Minimum Lump sum: ₹1,000
- Exit load: units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Invesco India Growth Mid Cap Fund Holding 48 shares. Major holdings are:
Name Asset Holding % Swiggy 5.14% AU small finance bank 5.10% L & T Finance 4.93% Prestige Estates Projects 4.29%
6. Mahindra Manulife Mid Cap Fund
- 5 years CAGR: 29.46
- Fund Size(AUM): ₹ 3,994
- Expenses ratio: 0.46
- Minimum SIP: ₹500
- Minimum Lumpsum: ₹1,000
- Exit load: 1% if redeemed within 3 months.
Mahindra Manu life mid cap fund holding 63 stocks. Major holdings are:
Name Asset Holding % Glenmark Pharmaceuticals 3.11% Indian Bank 2.99% Uno Minda 2.58% Blue Star 2.53%
7. Quant Mid Cap Fund
- 5 years CAGR: 29.30%
- Fund Size(AUM):₹ 8,262.25
- Expenses ratio: 0.71
- Minimum SIP: ₹1,000
- Minimum Lump sum: ₹5,000
- Exit load: 0.50% if redeemed within 3 months.
Quant Mid Cap Fund holding 39 assets. Major holdings are
Name Asset Holding % Nifty Mid cap select index 8.85% Aurobindo Pharma 7.83% Tata Communication 7.74% Premier Energies 6.85%
Conclusion
The Average Mid-cap Mutual fund gives around 30% CAGR returns, meaning if you invested 1,00,000 five years before now, it would have grown to approximately ₹3,71,293. This means the power of compounding and patience. Invesco India Mid-cap fund has given a consistent return for the last five years; this year, it gave an 11.87% return compared to other funds that give healthy returns.
Written by Yatheendra N
The post 7 Mid-Cap Funds That Delivered Up to 35% CAGR in 5 Years appeared first on Trade Brains.
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