3 Best Mid Cap Funds to Invest in 2019

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Mid cap space after a painful run in 2018 is ready again to take a flight in 2019. The market experts are predicting that after a continuous fall in the last year, mid caps will show a great performance and will outperform the large cap space this year. So, at present, it is the right time to make an investment in Mid cap Funds as they have not yet fully recovered from the previous fall and are available at discounted prices. Today, we will get a quick look at top 3 mid cap funds in 2019 and their investment strategies, so you can also take advantage of this recovery.

L&T Midcap Fund (G)

Basic Information
Benchmark NIFTY Midcap 100 TRI
Launch Date 9-Aug-04
Asset Size Rs. 3,685 crore (As on Nov 30, 2018)
Expense Ratio 2.17% (As on Nov 30, 2018)
Minimum investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 19.57%
Exit Load 1% on redemption before 365 days

L&T Midcap Mutual Fund has maintained a top ranking in the mid cap space from the start. The scheme has provided exceptional growth to investors with the help of its diversified style of investment and the consistency in picking up the best opportunities of the market. The scheme invests predominantly in the equities, but due to the recent correction in the mid cap space, it has increased its allocation in the cash instruments (13.77%). Now, let’s have a look at the sector allocation to get a better idea about the future growth aspects.

DSP Midcap Fund (G)

Basic Information
Benchmark NIFTY Midcap 100 TRI
Launch Date 14-Nov-06
Asset Size Rs. 5,704 crore (As on Nov 30, 2018)
Expense Ratio 2.24% (As on Nov 30, 2018)
Minimum investment Rs. 500
Minimum SIP Rs. 500
Return Since Inception 14.54%
Exit Load 1% on redemption before 365 days


THis AMC has always been among the top AMCs of India and one of the major reasons behind that is the extraordinary mutual fund schemes it has offered in the equity space. One such scheme that has contributed to increasing its popularity is this DSP  Mid cap Fund. This scheme picks stocks using a blend of value and growth investment style, which helps it in providing high growth while maintaining stability. Have a look at the sector allocation to see how it can perform in the future.

Now, what makes DSP Midcap Fund one of the best choices right now is the high allocation in the finance and the chemicals sector, as both of these are expected to show great growth in the year 2019. In addition to this healthcare, engineering, and Cons Durable also holds the major investments and will help the fund in a spectacular long term growth.

ICICI Prudential Mid Cap Fund (G)

Basic Information
Benchmark NIFTY Midcap 150 TRI
Launch Date 28-Oct-04
Asset Size Rs. 1,523 crore (As on Nov 30, 2018)
Expense Ratio 2.19% (As on Nov 30, 2018)
Minimum investment Rs. 5000
Minimum SIP Rs. 100
Return Since Inception 17.08%
Exit Load 1% on redemption before 365 days

ICICI Pru is an AMC which does not need an introduction. The schemes it has provided over the years have helped a large number of investors in reaching their long term as well as short term goal. This Mid Cap Fund  is also a scheme that is working in the welfare of the investors from a very long time. It was launched in the year 2004 and since then it has provided an annual average returns of more than 17%.

ICICI Prudential Midcap Fund is also investing majorly in the chemical and finance sector, making it one of the prominent choices in the mid cap space. Around 20% of the total equity holdings are held by the top 4 major stocks of the mid cap space, which are Indian Hotels, Exide Industries, Tata Chemicals, and L&T Infotech. The investment style is a blend of value and growth which further adds a growth factor to the scheme.

Investing without understanding the risk profile.

Mid Cap fund is an aggressive Equity Schemes, Anyone have a duration of 7yrs and more can invest their surplus in Mid Cap Funds. Else you should consult your Financial Consultant. Every investor has a unique capacity to take risk. A risk profiling exercise is a must-do before starting to invest. Investing without a risk profiling exercise is like firing bullets in the dark.

Disclaimer – Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Sathish Kumar

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