3 Best Midcap Funds to Invest in 2020

M SATHISH KUMAR

Wealth Consultant | Equity Fund Manager | Author | Speaker

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

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 has 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 have a good size of Asset under Management too.

  1. Axis Midcap Fund
  2. Edelweiss Midcap Fund
  3. DSP Midcap Fund

But Midcap funds and its returns come always with high risk. Also 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 about 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

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