3 Midcap Funds to Invest in 2020

Investors are putting most of their money on Midcap Category. Jan 2020 alone this category has
seen net inflows of 1800 Crore. ( Dec 2019 net flow was only 800 Crores )
While the fact is the mid-cap valuations are very reasonable and in the last 6 months this category
has produced most of the returns
A simple way to choose the best performing funds is to evaluate the funds on the following criteria

  1. Past Performance of the Fund
  2. Upside and Downside Capture
  3. Underlying Asset performance & Assets Under Management
    Equity funds do not give uniform returns, the returns are always go up and down depends on the
    market, economic conditions and stock selections
    So when the markets are doing well, the best performing funds have to capture and deliver the
    highest returns than the standard benchmark and on the other hand when the markets are tanking,
    the same fund should protect the investor’s returns from the drag down.
    These are the Top 4 Funds which has consistent past performance with upside return capture and
    downside protection too and also has a good size of Asset under Management too.
  4. Axis Midcap Fund
  5. Edelweiss Midcap Fund
  6. DSP Midcap Fund

But Midcap funds and its returns come always with high risk. Also, an investor with midcap funds is expected to stay with the investment for a long duration. Midcap may not be suitable for
conservative and moderate risk investors.
I am reachable at 9841058689 if you need to discuss your Portfolio and Financial Goals.

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Disclaimer –Pls consult your Investment Advisor before you make any fund decision. Also Mutual
Funds are subjected to market risk, pls read the scheme related document before your investments.

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Sathish Kumar
Equity Fund Manager | Wealth Consultant | Author
Email: creatingwealthadvisory@gmail.com
Whatsapp / Call –  +919841058689
http://sathishspeaks.com/
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