Mid Cap Mutual Funds: Invest in Best midcap Equity Funds 2021
PREFACE
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IINTRODUCTION
AXIS MID CAP FUND
MIRAE ASSET MID CAP FUND
PGIM INDIA MID CAP FUND
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Introduction-:
Today we will talk about top 3 mid cap mutual fund but before that we will know
what is mid cap mutual fund Mid cap mutual funds are such funds which invest
their money in 101 to 250 companies but you have to keep one thing in mind that if
you are not a risk taker then I would advise to stay away from mid cap
#1 AXIS MID CAP FUND
Axis is at the top of the market, its asset under management budget is more than
14,000 crores, it can give you a lot of benefits.
And if we talk about its expense ratio, then it has an expense ratio of 0.5%, which is
the average expense ratio for any company, you will remember that in the previous
blog we told you what is the expense ratio, how does your expense ratio work? If
you are less then how much returns you will get, if you do not read, then the link is
given below, you can read by clicking
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If we talk about its market cap wise allocation, then this fund invests the most
money in its mid cap company and some percent is also invested in large cap, you
can do the chart analysis as given below
MARKET CAP ALLOCATION
large cap 34.51%
mid cap 58.84%
small cap nil
If we look at its sector wise allocation, it has
SECTOR ALLOCATION
financial 18.07%
technology 12.99%
chemicals 11.19%
healthcare 8.62%
service 8.05%
Top 10 companies with which it has tied up, you can see its portfolio below
Now if we talk about its return rate, then it has given a return of about 70% in just
one year, how we will try to understand with the help of this chart below, if we had
invested 10,000 rupees 1 year ago then 1 year In this you would get its returns up to
17,000 comfortably
The rest you can chart in how much return you get.
#2 MIRAE ASSET MID CAP FUND
its asset under management budget is more than 6,000 crores, it can give you a lot of benefits. This is a fund which comes in mid cap category.
what is AUM asset under management ?
And if we talk about its expense ratio, then it has an expense ratio of 0.48%,
Which you can say, to see the expense ratio less than the previous one, I am telling
you here again that the lesser the expense ratio, the more benefit I have given
above, you can know about the expense ratio from that.
If we talk about its market cap wise allocation, then this fund invests the most
money in its mid cap company and some percent is also invested in large cap, you
can do the chart analysis as given below
MARKET CAP ALLOCATION
large cap 25.92%
mid cap 63.55%
small cap 10.12%
If we look at it according to the market cap, then this company is taking more risk
than the previous company, they have also invested their money in small cap fund.
It is simple, as you increase your allocation, your risk will increase as much as the
allocation means that you can take it as an investment of the company, if the
company has invested in all three market caps, large, mid, and small, then the risk
is more in it. is depend on you
If we look at its sector wise allocation, it has
SECTOR ALLOCATION
financial 22.73%
FMCG 7.83%
engineering 8.52%
healthcare 10.86%
automobile 7.88%
If we see in the chart below, it has invested the most money on Axis Bank, followed by 10 Indian companies on which they have invested.
Now if we talk about its return rate, then it has given a return of about 88% in just
one year, how we will try to understand with the help of this chart below, if we had
invested 10,000 rupees 1 year ago then 1 year In this you would get its returns up to
18,000 comfortably
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#3 PGIM india mid cap opportunity fund
its asset under management budget is more than 2709 crores, it can give you a lot of benefits. This is a fund also which comes in mid cap category.
And if we talk about its expense ratio, then it has an expense ratio of 0.35%,
Which you can say, to see the expense ratio less than the previous one, I am telling
you here again that the lesser the expense ratio, the more benefit I have given
above a link , you can know about the expense ratio from that.
If we talk about its market cap wise allocation, then this fund invests the most
money in its mid cap company and some percent is also invested in large cap, you
can do the chart analysis as given below
MARKET CAP ALLOCATION
large cap 15.85%
mid cap 71.5%
small cap 9.21%
If we look at it according to the market cap, then this company is taking more risk
than the previous company, they have also invested their money in small cap fund.
If a company has more money in the large cap market, the company is most at risk,
as it puts its money on small and mid caps, the risk goes on increasing in the same way.
If we look at its sector wise allocation, it has
SECTOR ALLOCATION
financial 15.2%
technology 10.69%
engineering 11.93%
healthcare 14.71%
construction 9.25%
If we see in the chart below, it has invested the most money on MAX HEALTHCARE, followed by 10 Indian companies on which they have invested.
Now if we talk about its return rate, then it has given a return of about double in
just one year, how we will try to understand with the help of this chart below, if we
had invested 10,000 rupees 1 year ago then 1 year In this you would get its returns
up to 20,000 comfortably
Carefully, those who have taken more risk for their company i.e. they have invested
more in mid and small cap market, only then your earning also doubles.
CONCLUSION-:
We have listed all the companies listed above by ANALYSE, if due to any reason we
will work according to the prediction, then we will not be responsible for losing any
person because of this, we will not be responsible for such stock market finance
information. For this you can bookmark our website, that's all for today
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