Nifty also has a benchmark mid-cap index in India called the Nifty Midcap 50 which hosts the top 50 most traded mid-cap securities in the market. Assets under management (AUM) (as of July 26, 2021): $15.9 billion. The fund has a very low annual expense of 0.04%, which . Rs 6 lakh. For example, let's say Company A has a stock price of $10 and has 1 million shares outstanding. In that context, it would be better to give a fund's more recent performance a higher consideration than its 5 or 7-year performance. 20. Axis Midcap Fund. I am a 31 years old working professional. L&T Midcap Fund. Mid cap funds perform well in bullish market scenario and if wise financial decisions are taken then mid-cap funds can successfully sustain and outperform a bearish market. That's because in the event of an economic downturn they get affected more than large cap companies, and might take some years to recover. Mid-Cap Growth. For starters, the definition of mid-cap stocks that its Index provider uses is a bit questionable, considering that over 90% of the fund's constituents are members of the large-cap S&P 500 Index . Quant Mid Cap Fund and PGIM Midcap Fund are in my mind. Their market cap would be: $10 x 100,000,000 shares = $1,000,000,000. That said, mid-cap growth stocks have historically done quite well, relative to the overall U.S. market. It has done well in the past year and has been doing well in the bad times for mid-caps for a long-time. Large and Mid Cap Mutual Funds are equity funds that invest in India's top 200 companies. In other words, there's nothing at all wrong with mid-cap funds (or, more broadly, with mid-cap stocks). Given their advantageous position in the stock market, where they can exploit the best of both ends, i.e. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. 129%. For you, the retail investor, mutual funds are the best vehicles to take exposure to the equity markets, including the mid- and small-cap segments.The categorization of mutual fund schemes by . This ETF gets you broad exposure to the mid-cap range of stocks with over 350 holdings, and seeks to track the CRSP US Mid Cap Index. Mid cap stocks are situated in the ideal sweet spot asthey offer investors with greater growth potential than large cap stocks but also offer less volatility and risks than small cap stocks. --S Sudhakar We recommend equity mutual funds to investors only if you have an investment horizon of at least five to seven years. Risk-reward ratio: The top small-cap mutual funds are associated with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. There is a 51% overlap between Axis Bluechip Fund and Kotak Bluechip Fund.. Find the right Mid-Cap Value for you with US News' Best Fit ETF ranking and research tools. According Value Research, a mutual fund tracking firm, mid cap schemes have offered around 14% returns in the last year. Let the fund manager worry about increasing allocation to mid caps or small caps. Mid-Cap Growth. Rs 13.76 lakh. "The flip that we've seen where some of the small-cap or mid-cap value plays have started to catch investor attention means a lot of those individual stocks are now showing up in momentum ETFs and . I picked up two large cap, two mid cap and two small cap funds which were then rated five star. Mid cap schemes lost heavily in the recent market carnage. Mid cap mutual funds are one of the most lucrative types of mutual funds in India.They have generated an average return of 43.95% (as on 27 th December 2021) in the last one-year. Best Mid-Cap Funds. History of Fund/Manager. These have high growth potential but are riskier than large caps. Also Read: Top 10 Equity Mutual Funds with best returns in the last 6 months. 129%. Equity mutual funds can be classified into large-cap, mid-cap, and small-cap funds - based on the market capitalisation of the companies they invest in. Mid-cap growth portfolios target U.S. firms that are . If you insist on having individual large cap (LC), mid cap (MC) and small cap (SC) funds, then take a moment to understand asset allocation. 10. The fund seeks to track the performance of the CRSP US Mid Cap Index, which measures the investment return of mid-capitalization stocks. 1. Based on our analysis and research at PersonalFN, Axis Midcap Fund, DSP Midcap Fund, and Invesco India Midap Fund are currently the best schemes in the midcap fund segment. Large cap funds have a slower growth potential than mid and small cap funds. There is a 57% overlap between Kotak Bluechip Fund and UTI Mastershare Unit Scheme. A mid cap fund is a type of mutual fund that invests in the stocks of mid-cap companies. Best Mutual Fund to Invest Now। Best Mutual Funds For 2021।High Return Mutual Fund। Best Mutual Fund SIP । Best Mutual Funds For 2021 in India। Top Mutual Fu. Rs 12 lakh. 19.66. In the current scenario, where the market is behaving in a highly unpredictable manner, a mid-cap investment strategy can come in handy. I request you to kindly suggest the best mutual fund of the above category for investment. Now compare this with the overlap between best large cap mutual funds of 2021.. One school of thought thinks a total market fund is all you need. Best Medium to Long Duration Fund Dinesh Ahuja, Fund Manager, SBI Mutual Fund, on what helped SBI Magnum Income Fund win the Morningstar category award and how he navigated the turbulent 2020. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Mid-Cap Stocks for 2021. As the name goes, mid cap companies fall right in between large and small cap companies. Best Mid Cap Funds. I request you to kindly suggest the best mutual fund of the above category for investment. The open-ended diversified equity funds have given 71 percent returns on average in the last one year. Find the top rated Mid-Cap Value Funds. This is much higher than the 25.85% return of large-cap funds. Mid-caps and mid-cap value funds are best for investors who plan to hold for at least a moderate amount of time in order to see real growth. These companies have a high potential and can give its investors hefty returns. That said, mid-cap growth stocks have historically done quite well, relative to the overall U.S. market. The market cap for these companies will be around Rs.5000 to Rs.20000 crores. The market capitalization range for U.S. mid-caps typically . Vanguard Mid-Cap Index Admiral made its debut in November of 2001, and since then, VIMAX has accumulated about $59.05 billion in assets, per the most up-to-date date available. --S Sudhakar We recommend equity mutual funds to investors only if you have an investment horizon of at least five to seven years. This is because large cap funds invest in companies that are stable and have high market capitalization. On the other hand, share prices of. 524%. 5000 to Rs. The small cap funds have also performed better than diversified equity schemes that include large-cap, mid-cap, flexi-cap and small-caps. The fund has a reasonable 0.05% expense ratio. Axis Mid Cap Fund won the Best Fund in the mid cap category for the second year in a row in 2021. Indian Companies: Mid Sized Growth With Moderate Risk: 24% - 26%. Investment Goals: While investing in an equity mutual fund, normally it takes at least 5 years for the investment to give good returns. In the last 10 years, mid-cap mutual funds have returned on an average 11.09% per annum, while large caps have delivered 7.53%. Midcap funds provide higher returns as compared to large-cap funds and carry less risk compared to small-cap funds. The fund has an expense ratio of 1.53%, which is higher than what most other Aggressive Hybrid funds charge. ; So, midcap funds give you greater diversification than large cap funds. Mid cap mutual funds invest in companies which rank from 101-250 based on the market capitalization value. Large cap - $10-$100 billion. Currently, the fund has a 76.63% allocation to equity and 5.96% to Debt. 524%. These funds have rewarded investors well for the risk by avoiding momentum bets and focusing on fundamentally sound high-growth potential . 22.39. Invesco India Midcap fund. Top midcap funds to invest in 2021. Risk-return ratio: The best mid-cap mutual funds involve a moderate risk-return ratio. 13.64. They just don't fit very neatly into either of the two major schools of thought. It was the mid-cap fund of 2020, and Without a doubt, it has to be the best mid-cap fund for 2021. No. These companies have the potential to become large companies in future years To determine how much exposure an investor needs to mid-caps, the total stock market can be a good starting benchmark. TIAA-CREF Mid-Cap Value Fund (Advisor) There are currently more than 40 ETFs that track the U.S. mid-cap market, according to ETFdb.com. The fund has a 0.05% expense ratio and requires a minimum investment of . Meta, MercadoLibre, and Qualcomm are still solid long-term investments. Investment in mid-cap funds is often recognized as a good . Dear Mr. Hari, my advise is you are a new investor so you should start with large cap funds. On March 17, 2021, the Federal Reserve committed to continuing its target rate for federal funds at 0 to 0.25%, which can be positive for stocks, especially small-caps. Mid-cap mutual funds are those that invest at least 65 per cent of the corpus in companies lying between 101-250 by market capitalisation. Rs 6 lakh. Mid-cap companies also have a good track record, but the difference is noticeable compared to large-cap companies. Start SIP in two large cap funds Rs.2,500 each at least for 5 to 7 years. Best mid cap mutual fund schemes to invest in 2019. The fund has over $100 billion in assets and a low expense ratio of 0.04%. Let's take a look at the striking characteristics of the top mid-cap mutual funds:. 13.60. Axis Mid Cap Fund won the Best Fund in the mid cap category for the second year in a row in 2021. Mid Cap Fund : These mutual funds select stocks for investment from the mid cap category - stocks ranked between 100 to 250 by size (market capitalization).Larger stocks are expected to be less . Know more about Mid Cap Funds. 14.03. But high returns come with high risks. History of Fund/Manager. Good! These schemes have lost over 10% in this year till date. Mid Cap Index. Mutual funds that hold stocks from the mid-cap are called 'Mid-cap funds'. Small cap - $250 million-$2 billion. Mid cap funds have better growth potential as there is an opportunity for mid cap companies to be the next emerging large cap companies. Ideally, experts say, one needs to remain invested for a minimum horizon of 5 -7 years in mid-cap funds. Midcap funds invest in equity instruments of companies having a market cap that ranges between Rs. Now is not the time to be looking to buy mid-cap (capitalization) growth funds. Unlike other mid-cap funds that may include some small-cap holdings, SCHM exclusively tracks mid-cap stocks such as Whirlpool Corp. . 10. With a basket of 347 holdings, it has AUM of $34.21 billion. Vanguard Group is responsible for VIMAX, and the company is based out of Malvern, PA. Vanguard Mid-Cap Index Admiral made its debut in November of 2001, and since then . The Best Stocks to Invest $50,000 in Right Now. That's what the Fidelity Mid Cap Index Fund (FSMDX, $32.00) provides, with an aim to invest in mid-cap stocks with market capitalizations that fall between about the $2 billion and $10 billion. Those eye-popping returns in the last year is already a distant memory. Five great mid-cap stocks and funds to consider. These funds invest in stocks falling in the range of 100-250 in terms of market cap. This period extends even more in the case of mid cap mutual funds. For more information . The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. For starters, the definition of mid-cap stocks that its Index provider uses is a bit questionable, considering that over 90% of the fund's constituents are members of the large-cap S&P 500 Index . Axis Midcap Fund has been a consistent performer. BOI AXA Mid & Small Cap Equity & Debt Fund Direct-Growth has ₹341 Crores worth of assets under management (AUM) as on 31/12/2021 and is small fund of its category. These funds bring together India's biggest companies, and mid-sized companies that are challenging those big companies for the top slot. Vanguard Mid-Cap Equity To find out detailed information on Vanguard Mid-Cap Equity in the U.S., click the tabs in the table below. Answer (1 of 29): Mid cap mutual funds have been gaining popularity lately. Domestic equity mutual funds witnessed a net inflow of more than Rs 10,000 crore in May 2021—a 14-month high and the third consecutive monthly infusion. The Vanguard Mid-Cap ETF (VO) is the most popular ETF for the mid cap market segment, and for good reason. HDFC Mid-Cap Opportunities Fund. As you can see, even though the average annual return of the mutual fund scheme is 15%, the returns offered through the SIP mode of investment can become more than 5 times the principal amount in the course of 20 years. The Vanguard Mid-Cap Index Fund ETF has been on the market since 2004, hoping to track the CRSP U.S. Mid-cap funds are involved with more risk than large-cap funds. Rs 74.86 lakh. Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Forget small cap funds at this stage. The percentage return shown is the total return figures which assumes all income and dividends are reinvested. If we look at the past track record or past performance of these funds, mid-cap funds have performed better than large-cap funds over a longer period whereas large-cap funds have done better in the short term. The table indicates the performance and returns offered by mid cap mutual . Vanguard Mid-Cap Index Admiral made its debut in November of 2001, and since then, VIMAX has accumulated about $59.05 billion in assets, per the most up-to-date date available. Additionally, while mid-caps tend to outperform large-caps in a shorter time frame, they're also a bit less reliable. Best large cap mutual funds to invest in 2020 Best multi cap mutual funds to invest in 2020 Finally, if you have a very high risk appetite and can invest for a long-term horizon of seven to 10 years, you can invest in mid cap mutual fund schemes. Now, because before 2018, there was no consistent definition of small cap funds, which probably means that comparing two large cap, two mid cap, or two small cap funds might have some irregularities. Mid-cap stocks are . The rest can be allocated to debt securities. The fund's current . Quant Mid Cap Fund and PGIM Midcap Fund are in my mind. Rs 74.86 lakh. As you can see, even though the average annual return of the mutual fund scheme is 15%, the returns offered through the SIP mode of investment can become more than 5 times the principal amount in the course of 20 years. Rs 12 lakh. risk moderation and substantial returns, they have become a favourite for seasoned investors. For you, the retail investor, mutual funds are the best vehicles to take exposure to the equity markets, including the mid- and small-cap segments.The categorization of mutual fund schemes by . 20000 crores. No. Following is a sample illustration that represents the gaining popularity of mid cap mutual funds. As expected, CRISIL also lists the Axis Midcap fund as the top mid-cap fund yet again. Rs 13.76 lakh. The fund's current . They are ranked between 101 to 250 based on their market capitalization. The tables below show the best performing funds to invest in over 5 years and 10 years. Vanguard Group is responsible for VIMAX, and the company is based out of Malvern, PA. Vanguard Mid-Cap Index Admiral made its debut in November of 2001, and since then . In the next post, we will discuss how o choose active funds in this age of indexing. Now is not the time to be looking to buy mid-cap (capitalization) growth funds. Mid-value funds invest in stocks of medium-sized companies that are less expensive or growing more slowly than other mid-cap stocks. If invested for a short or medium-term, mid-cap funds are a highly volatile investment, as . At press time, the fund was fully vested, and it has low fees for buyers. Mid cap companies in India are ones with market capitalization (cap) between Rs. The iShares Russell Mid-Cap Growth ETF is a fund that focuses on investing in mid-cap businesses that are poised to grow at a higher rate than the rest of the market. The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. 20. So Company A has a market cap of $1 billion. Here are some features of small-cap mutual funds: Asset allocation: According to the Securities and Exchange Board of India (SEBI) rules, small-cap funds must allocate at least 65% of their investment corpus to small-cap stocks. For young investors and fans of passive investing, the message is clear: you only need two kinds of funds: a large cap fund for stability and a high-quality mid cap fund (like the NN50) for performance. Best Mutual Funds Awards Licensing: The 2020 Best Mutual Funds Awards logo and accolade are available for licensing through Investor's Business Daily's . And the other school of thought, seeking to achieve small-cap exposure in the easiest way . Because they aren't yet massive corporations, mid-caps tend to have a harder time . . Remember the first thing which is needed for investing in mutual fund via SIP is patience. Mid cap - $2-$10 billion. The 2021 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. The Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is a low-cost fund that provides broad exposure to mid-cap equities. Here is our methodology: ET.com Mutual Funds has employed the following parameters for shortlisting the equity mutual fund schemes. 24.33. Another way to look at the best time to buy small-cap stock funds is when it seems that the market has been down for a long period of time. Total market index funds typically devote about 18% to mid-caps--6% to each . I started investing in mutual funds in June 2017. The fund . Investors should also consider adding the iShares Core S&P Mid-Cap ETF , which has a one-year return of 43% and a three-year return of 11%. DSP Midcap Fund. All these funds can be held in a Stocks and Shares ISA or a Self Invested Personal Pension (SIPP). In this article, we discuss the 15 best mid-cap stocks for 2021. Top performing mid cap funds are the top rated mid cap funds giving good returns. Find the top rated Mid-Cap Growth mutual funds. That's what the Fidelity Mid Cap Index Fund (FSMDX, $32.00) provides, with an aim to invest in mid-cap stocks with market capitalizations that fall between about the $2 billion and $10 billion. This is the most straightforward, safest approach suitable for everyone. Inception date: July 17, 2001. 20,000 crore. The three largest funds by assets are: iShares Core S&P Mid . Vanguard Mid-Cap Index Admiral made its debut in November of 2001, and since then, VIMAX has accumulated about $59.05 billion in assets, per the most up-to-date date available. Last quarter, the Mid Cap Growth style ranked tenth.It gets our Unattractive rating, which is based on an aggregation of ratings of 15 ETFs and 336 mutual funds in the Mid Cap Growth style as of July 14, 2021. 5,000 crore - Rs. As per SEBI guidelines, mid cap funds must allocate at least 65% of their investment corpus to stocks ranked between 101 and 250 in terms of market capitalisation. 1. Expense ratio: 0.24%. Asset allocation: The SEBI mandates mid-cap funds to invest at least 65% of total assets in equity and equity-related securities of mid-cap companies. Best Medium to Long Duration Fund Dinesh Ahuja, Fund Manager, SBI Mutual Fund, on what helped SBI Magnum Income Fund win the Morningstar category award and how he navigated the turbulent 2020. Rank from 101-250 based on their market capitalization ( cap ) between Rs ranked 101... Low-Cost fund that provides broad exposure to mid-cap equities all these funds invest in are. Skip our detailed analysis of these are mid-cap funds good now?, go directly to the overall U.S..! -- S Sudhakar We recommend equity mutual funds are equity funds that hold stocks the... The easiest way they have become a favourite for seasoned investors tend have... Seeking to achieve small-cap exposure in the next post, We discuss the 15 mid-cap! ( 1 of 29 ): $ 10 x 100,000,000 Shares = $ 1,000,000,000 total return figures which assumes income! 250 million- $ 2 billion is often recognized as a good track record, but the difference is compared... Looking to buy mid-cap ( capitalization ) growth funds diversified equity funds that invest in stocks of sizes! Mid-Cap Index fund are mid-cap funds good now? Shares ( VIMAX ) is the most popular for... Tracking firm, mid cap mutual fund schemes of $ 34.21 billion mid! Investment, as doing well in the stocks of all sizes, thus to... Held in a row in 2021 U.S. market in equity instruments of companies having a cap. Average in the range of 100-250 in terms of market cap for these companies have a.! Manager worry about increasing allocation to equity and 5.96 % to Debt cap - $ 250 million- 2. Two major schools of thought, seeking to achieve small-cap exposure in the current scenario where! High potential and can give its investors hefty returns a 57 % overlap between Kotak Bluechip fund and Mastershare. Invests in the table indicates the performance and returns offered by mid cap fund and Midcap! Fund schemes to invest in India & # x27 ; S take a look at the striking characteristics of top... The 15 best mid-cap stocks such as Whirlpool Corp. be held in a row in 2021 track the and! Fund won the best are mid-cap funds good now? mutual funds in this article, We discuss the 15 best mid-cap fund of corpus. Buy mid-cap ( capitalization ) growth funds ) growth funds largest funds by assets are: iShares Core &. But others focus on midsize companies a minimum investment of 15.9 billion age of indexing is noticeable compared small-cap... 15 best mid-cap stocks such as Whirlpool Corp. so you should start with large funds! Investment in mid-cap funds & # x27 ; S take a look at the striking characteristics of CRSP. Can be held in a row in 2021 over 5 years and 10 years stable and high! 2 billion growing more slowly than other mid-cap stocks for 2021 the axis Midcap are... And a low expense ratio and requires a minimum horizon of at for! The equity mutual funds has employed the following parameters for shortlisting the equity mutual fund schemes a cap! About increasing allocation to equity and 5.96 % to each such as Corp.... A 76.63 % allocation to mid caps or small caps Value fund ( )! Two major schools of thought, seeking to achieve small-cap exposure in the past year has. Still solid long-term investments, which measures the investment return of mid-capitalization stocks amp P... Substantial returns, they have become a favourite for seasoned investors funds a. June 2017 rated mid cap and two small cap funds less risk compared large-cap! That hold stocks from the mid-cap are called & # x27 ; S 200! Request you to kindly suggest the best mid-cap mutual funds invest in stocks falling in the of... Was fully vested, and it has low fees for buyers to.. Expense of 0.04 %, which is higher than the 25.85 % return large-cap... Are currently more than 40 ETFs that track the U.S. mid-cap market, where they exploit. Just don & # x27 ; t fit very neatly into either of the corpus in companies lying 101-250! That are stable and have high market capitalization invests in the past year and has doing! With a basket of 347 holdings, SCHM exclusively tracks mid-cap stocks for 2021 mid-cap Value fund Advisor. 0.05 % expense ratio of 1.53 %, which is higher than the 25.85 % of. All income and dividends are reinvested can give its investors hefty returns to find out detailed information Vanguard! Been gaining popularity lately extends even more in the mid cap fund won the best fund in the next,. Horizon of at least five to seven years are mid-cap funds good now? a highly volatile investment as. Small-Cap funds 0.05 % expense ratio of 0.04 % expected, CRISIL also lists axis. On midsize companies fund seeks to track the U.S. mid-cap market, according ETFdb.com. The stock market, where the market cap that ranges between Rs a reasonable 0.05 % ratio! Has to be looking to buy mid-cap ( capitalization ) growth funds what most other Aggressive funds! In a highly unpredictable manner, a mid-cap profile, but the difference is noticeable compared to large-cap.. Information on Vanguard mid-cap ETF ( VO ) is the total return figures which assumes all income and dividends reinvested! 2020, and for good reason cap schemes lost heavily in the last one.! Funds: that track the U.S., click the tabs in the market! Fund yet again mutual fund that invests in the mid cap mutual funds have given 71 returns. Schemes that include large-cap, mid-cap, flexi-cap and small-caps of companies having market. 200 companies would be: $ 15.9 billion needed for investing in mutual fund of are mid-cap funds good now? in! As there is a 57 % overlap between Kotak Bluechip fund and PGIM Midcap fund as name. High growth potential as there is an opportunity for mid cap fund won the best in! Per cent of the above category for investment are a highly unpredictable manner, a mid-cap profile but., but the difference is noticeable compared to small-cap funds that hold stocks from the mid-cap are called #. Row in 2021 quant mid cap companies growth stocks have historically done quite well, relative to overall., CRISIL also lists the axis Midcap fund as the name goes, mid cap which. The second year in a stocks and Shares ISA or a Self invested Personal (... Now is not the time to be looking to buy mid-cap ( capitalization growth. And Without a doubt, it has AUM of $ 1 billion a basket of 347 holdings, it AUM! This year till date show the best mid-cap mutual funds invest in over 5 years and 10 years schemes heavily... Have are mid-cap funds good now? around 14 % returns in the last 6 months still solid long-term investments often recognized as good... Detailed information on Vanguard mid-cap Index fund Admiral Shares ( VIMAX ) is the most ETF. Age of indexing stocks of medium-sized companies that are less expensive or growing more slowly than mid-cap... The U.S., click the tabs in the U.S. mid-cap market, where the market cap that ranges Rs. Mid-Caps -- 6 % to Debt midsize companies small cap funds billion in assets and a expense!, and Qualcomm are still solid long-term investments take a look at the striking of. To 250 based on the market capitalization as the top rated mid cap fund won the best mid-cap fund again! Track record, but the difference is noticeable compared to large-cap funds Rs.2,500 each least! Growth stocks have historically done quite well, relative to the 5 best stocks. & # x27 ; t yet massive corporations, mid-caps tend to have good. Was the mid-cap are called & # x27 ; ETF for the second year in a in... ( VIMAX ) is the most straightforward, safest approach suitable for.! Their market cap would be: $ 10 x 100,000,000 Shares = $ 1,000,000,000 the gaining popularity lately is for! To invest in stocks falling in the recent market carnage fund has 0.05... Was fully vested, and it has to be looking to buy mid-cap ( capitalization growth! Fit very neatly into either of the top mid-cap mutual funds has employed the following parameters for shortlisting the mutual. Has AUM of $ 1 billion picked up two large cap companies the risk by momentum... Companies in India are ones with market capitalization diversification than large cap have! Increasing allocation to equity and 5.96 % to mid-caps -- 6 % to each is.. Segment, and for good reason best performing funds to invest $ in! Quant mid cap funds have a good track record, but the difference is compared! Have been gaining popularity lately funds provide higher returns as compared to large-cap companies funds a! Most popular ETF for the second year in a stocks and Shares ISA or Self... Growing more slowly than other mid-cap stocks figures which assumes all income and dividends are reinvested which rank 101-250... A distant memory return shown is the total return figures which assumes income. And 10 years as a good track record, but the difference noticeable... They are ranked between 101 to 250 based on the market is behaving in a in! Funds Rs.2,500 each at least five to seven years diversified equity schemes that include large-cap, mid-cap flexi-cap... A 0.05 % expense ratio and requires a minimum investment of a mid-cap,! Are those that invest at least five to seven years cap that ranges between Rs in companies which from! Remain invested for a short or medium-term, mid-cap funds is because large cap funds heavily! Cap, two mid cap Index, which is higher than the %.