5 Equity Mid Cap Fund With Rs 500 SIP, Given More Than 61% Returns In 5 Yr

Mid-cap funds are equity mutual funds that invest in the shares of mid-sized businesses. Firms that are rated from 101 to 250 depending on their market capitalization are classified as mid-cap companies, according to the rules. When it comes to investing in an equity mutual fund, it usually takes at least 5 years for the investment to pay off. In the case of mid-cap mutual funds, this term is much longer. This is because they are impacted more than big size corporations in the case of an economic crisis, and it may take years for them to recover.

Things You Should Know Before Investing In Equity Mid Cap Mutual Fund?

Mid-cap funds are a viable option for investors looking to profit from mid-cap equities in the long run. Investors should caution, however, that because these are riskier than big caps, they should keep their exposure to this group to a minimum.

Furthermore, long-term investors would be better served to invest in equities mutual funds through the SIP approach. It not only instills investment discipline but also decreases market volatility, which is known as rupee cost averaging. Another common investment blunder is to check a fund's previous performance before investing.

Investors should consider the scheme's long-term performance in comparison to the benchmark and peers, as well as the scheme's portfolio patterns. Also, when you've invested, keep track of it and examine it. When investing in mid-cap funds, one should have a long-term financial goal in mind, such as early retirement, a child's education, and so on.

5 Top Rated Equity Mutual Funds

These 5 funds are top-rated equity mid-cap mutual funds rated by the CRISIL, a rating agency. Axis Midcap Fund, Nippon India Growth Fund, and Motilal Oswal Midcap 30 Fund rated 3 star, while the other two SBI Magnum Midcap Fund and UTI Mid Cap Fund rated 4 stars by the CRISIL.

Annualised Returns

Equity Mid Cap	1-Year	2-Year	3-Year	5-Year	Since Inception
SBI Magnum Mid Cap- Direct Plan- Growth	22.12%	35.01%	24.65%	14.44%	19.52%
Axis Mid Cap- Direct- Growth	16.56%	26.73%	23.96%	21.09%	19.73%
Nippon India Growth Fund- Direct - Growth	20.56%	28.86%	23.39%	16.64%	16.53%
UTI Mid Cap Fund- Direct- Growth	17.52%	31.21%	23.22%	14.83%	19.57%
Motilal Oswal Midcap 30 Fund- Direct- growth	28.26%	25.66%	23.13%	14.46%	21.27%

SIP Absolute Returns

Equity Mid Cap	1-Year	2-Year	3-Year	5-Year
SBI Magnum Mid Cap- Direct Plan- Growth	6.00%	46.80%	61.61%	69.24%
Axis Mid Cap- Direct- Growth	2.02%	31.07%	46.85%	71.72%
Nippon India Growth Fund- Direct - Growth	4.76%	40.82%	53.51%	66.43%
UTI Mid Cap Fund- Direct- Growth	2.04%	37.00%	52.38%	61.17%
Motilal Oswal Midcap 30 Fund- Direct- growth	11.05%	45.92%	55.51%	64.57%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.