This website is purely ACADEMIC in nature and NOT a stock market recommendation service or a tip provider. No live data or feeds are provided and all information is historic only. Information is provided for ease of understanding for the purpose of learning. Accuracy of definitions etc is not mantained. I am not a SEBI or IRDA registered.
Difference between revisions of "Midcap Mutual Fund Schemes"
Cooleo (talk | contribs) (Created page with "{{Alphabets}} ==Best Midcap for a 5-year period== *A 5-year period is an ample time for even midcaps to perform well. HDFC Midcap Opportunities Fund is a good one in this area...") |
Cooleo (talk | contribs) |
||
| Line 1: | Line 1: | ||
{{Alphabets}} | {{Alphabets}} | ||
| − | + | '''Midcap Equity Mutual Fund Schemes''' are equity mutual fund schemes in which a large portion of the investment is put into mid cap companies. | |
| − | + | ||
| − | + | According to SEBI, Mid Cap schemes is defined in its Circular SEBI/HO/IMD/DF3/CIR/P/2017/114 dated October 6, 2017. | |
| − | + | ||
| + | According to it, a Mid cap is defined as a company between 101st - 250th company in terms of full market capitalization. | ||
| + | |||
| + | Thus, a minimum investment in equity & equity related instruments of mid cap companies will be 65% of total assets. | ||
{{GAS}} | {{GAS}} | ||
| + | ==Who should invest in these schemes== | ||
| + | Equity schemes always carries market risks. | ||
| + | |||
| + | So, an investor with moderate or high risk appetite can invest in these schemes. | ||
| + | |||
| + | For example, a moderate risk taker with 8+ years SIP or investment holding patience can opt for this type of schemes. | ||
| + | |||
| + | Similarly, a high risk taker with 5 to 8 years SIP or investment holding patience can opt for this type of schemes can opt for this scheme as well. | ||
| + | |||
| + | ==Benchmark Index== | ||
| + | Different schemes will have different tracking benchmark index for mid cap schemes. | ||
| + | |||
| + | *S&P BSE Mid Cap | ||
| + | ==Examples of some schemes== | ||
| + | *This list is indicative only. Not a recommendation | ||
| + | *Reliance Growth Fund | ||
| + | *HDFC Midcap Opportunities Fund | ||
| + | *Canara Robeco Emerging Equity Fund | ||
| + | ==Best Midcap for a 5-year period== | ||
| + | *A 5-year period is an ample time for even mid caps to perform well. HDFC Midcap Opportunities Fund is a good one in this area. | ||
| + | *If however, you wish to go for multi caps for other reasons, study ICICIPru Value Discovery Fund once. | ||
| + | *Dated: Feb 21, 2017 | ||
==Related Lessons== | ==Related Lessons== | ||
*[[Equity Mutual Funds]] | *[[Equity Mutual Funds]] | ||
| Line 29: | Line 54: | ||
*[[Gilt Mutual Funds]] | *[[Gilt Mutual Funds]] | ||
[[Category:Mutual Funds]] | [[Category:Mutual Funds]] | ||
| − | {{Alphabets}} | + | {{Alphabets}}} |
Latest revision as of 03:14, 28 May 2018
| Home | Personal Finance | Mutual Funds | Equity |
Midcap Equity Mutual Fund Schemes are equity mutual fund schemes in which a large portion of the investment is put into mid cap companies.
According to SEBI, Mid Cap schemes is defined in its Circular SEBI/HO/IMD/DF3/CIR/P/2017/114 dated October 6, 2017.
According to it, a Mid cap is defined as a company between 101st - 250th company in terms of full market capitalization.
Thus, a minimum investment in equity & equity related instruments of mid cap companies will be 65% of total assets.
Contents
Who should invest in these schemes
Equity schemes always carries market risks.
So, an investor with moderate or high risk appetite can invest in these schemes.
For example, a moderate risk taker with 8+ years SIP or investment holding patience can opt for this type of schemes.
Similarly, a high risk taker with 5 to 8 years SIP or investment holding patience can opt for this type of schemes can opt for this scheme as well.
Benchmark Index
Different schemes will have different tracking benchmark index for mid cap schemes.
- S&P BSE Mid Cap
Examples of some schemes
- This list is indicative only. Not a recommendation
- Reliance Growth Fund
- HDFC Midcap Opportunities Fund
- Canara Robeco Emerging Equity Fund
Best Midcap for a 5-year period
- A 5-year period is an ample time for even mid caps to perform well. HDFC Midcap Opportunities Fund is a good one in this area.
- If however, you wish to go for multi caps for other reasons, study ICICIPru Value Discovery Fund once.
- Dated: Feb 21, 2017
Related Lessons
- Equity Mutual Funds
- Debt Mutual Funds
- Balanced Funds
- Diversified Multicap Equity Funds
- Equity Linked Savings Schemes (ELSS)
- Equity Savings Mutual Funds
- Liquid Mutual Fund Schemes
- Ultra Short Term Mutual Fund Schemes
- Short-term Debt Mutual Fund Schemes
- Capital Protection-Oriented Funds
- Arbitrage Mutual Fund Schemes
- Exchange Traded Funds
- International Mutual Fund Schemes
- Largecap Mutual Fund Schemes
- Smallcap Mutual Fund Schemes
- Thematic Mutual Fund Schemes
- Dynamic Bond Funds
- Dynamic Asset Allocation Funds
- Monthly Income Plans
- Gilt Mutual Funds
| Home | Personal Finance | Mutual Funds | Equity |