Top Performing Mid-Cap Funds

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Mid-Cap Mutual Funds

• Top Performing Schemes for FY 2019-20 in Mid-Cap
  Category

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What is a Mid Cap Fund?

• It is a mutual fund that predominantly invests in
  equities of mid cap companies
• Firms which rank between 100th to 251st position
  in terms of market capitalisation are called mid
  cap companies
• Mid-cap funds possess higher risk than large-cap
  funds but can provide better returns as the
  companies in the mid-cap section have plenty of
  opportunities to grow and are more stable than
  small-cap industries.

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Top Performing Mid-Cap Funds for 2019

• Mid-cap stocks are recovering from downtrends of
  2018 and can be quite beneficial for 2019.
  Following mid-cap funds are much likely to be the
  top performers in FY 2019-20.
• LT Midcap Fund
• DSP Midcap Fund
• Invesco India Mid Cap Fund
• ICICI Prudential Midcap Fund
• Kotak Emerging Equity Scheme

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Basic Comparison
Launch Date AUM (Rs crore) Expense Ratio Standard Deviation
LT Midcap Fund 9-Aug-04 4,390 2.13 15.19
DSP Midcap Fund 14-Nov-06 6,134 2.01 15.57
Invesco India Mid Cap Fund 19-Apr-07 349 2.47 15.04
ICICI Prudential Midcap Fund 28-Oct-04 1,689 2.41 14.39
Kotak Emerging Equity Scheme 30-Mar-07 4,091 2.29 15.09
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LT Midcap Fund
Trailing Returns Trailing Returns Trailing Returns Trailing Returns Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -6.58 17.04 21.73 22.75
Benchmark -6.14 13.72 17.34 18.02
Category Average -5.86 12.58 18.01 21.49
LT Midcap Fund has been a consistent performer
and has delivered outstanding returns in the
positive as well as negative market conditions.
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DSP Midcap Fund
Trailing Returns Trailing Returns Trailing Returns Trailing Returns Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -3.89 14.84 19.94 22.64
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
DSP Midcap Fund is a highly chosen mid-cap scheme
which has delivered high returns in the long term
and has been much impressive in the negative
market conditions.
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Invesco India Mid Cap Fund
Trailing Returns Trailing Returns Trailing Returns Trailing Returns Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund 0.26 14.26 19.19 23.6
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
Invesco India Mid Cap Fund is a less volatile
mid-cap scheme but can be highly beneficial in
the favourable market conditions.
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ICICI Prudential Midcap Fund
Trailing Returns Trailing Returns Trailing Returns Trailing Returns Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -5.42 14.11 18.9 20.24
Benchmark -8.28 14.03 19.62 19.53
Category Average -5.68 12.45 18.56 21.29
ICICI Prudential Midcap Fund has higher
allocation in small-cap stocks but is less
volatile and has delivered consistent returns in
the long term.
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Kotak Emerging Equity Scheme
Trailing Returns Trailing Returns Trailing Returns Trailing Returns Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -4.6 14.32 22.28 20.65
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
Kotak Emerging Equity Scheme has been quite
beneficial in recent years and has the potential
to deliver highest returns in the category.
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Who Should Invest in Mid-Cap Funds?

• Investors who seek for long term capital gains
  from mid-cap stocks.
• Investors must be prepared to take high risk
• Investments should be held for more than 5 years
  for better returns
• Conservative or short term investors should avoid
  these schemes
• Investors must not choose a mid cap fund as only
  scheme in the portfolio

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Start Investing Today for Remunerative Growth
Disclaimer The information and suggestions of
the funds in the presentation are for informative
purpose only. The facts and figures in the
presentation are as per the sources which include
ValueResearch and Moneycontrol as on 15-4-2019.
Mutual fund investments are subject to market
risk. Read all the scheme related documents
carefully.