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4 Top Mid cap Equity mutual funds for investing.Which are best equity mutual funds of 2015 for highest return in long term. Top Mid cap Equity Mutual Funds, SIP, Long Term, Wealth Creation, BNP paribas mid cap fund,HDFC mid cap opportunites fund,ICICI PRU value discovery fund,Kotak emerging equity fund
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Best Mid-Cap Mutual Funds in
India for 2015You should never Miss
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs 2,32,481Rs 1,00,000 Invested 3
years back
Rs 1,18,818Rs 1,000 SIP Invested 3
years back
Scheme Snapshot – To seek to
generate long-term capital
appreciation by investing
primarily in companies with high
growth opportunities in the
middle and small capitalization
segment.
0.84
BNP Paribas Mid Cap Fund (G)
0.16
Rs. 304.39 Crore
2.77%
1 Year
Return
3 Year
Return5 Year
Return
16.9% 31.9% 18.3
8.8% 34.4% 28.2%SIP
CNX BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 2,28,367Rs. 1,00,000 Invested 5
years back
Rs. 1,13,271Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital appreciation
from a portfolio that is
substantially constituted of
equity and equity related
securities of Small and Mid-Cap
companies.
0.84
HDFC Mid-Cap Opportunities Fund (G)
0.14
Rs. 9980.3 Crore
2.28%
1 Year
Return
3 Year
Return5 Year
Return
12.9% 29.8% 17.9%
3.2% 33.2% 26.1%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 2,19,492Rs. 1,00,000 Invested 5
years back
Rs. 1,11,959Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – The Primary
objective is to generate returns
through a combination of
dividend income and capital
appreciation by investing
primarily in a well diversified
portfolio of value stocks.
0.87
ICICI Pru Value Discovery Fund (G)
0.15
Rs. 9416.54 Crore
2.23%
1 Year
Return
3 Year
Return5 Year
Return
8.2% 29.3% 17%
-0.7% 31.9% 25.6%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 1,91,117Rs. 1,00,000 Invested 5
years back
Rs. 1,13,403Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital appreciation
from a portfolio of equity and
equity related securities, by
investing predominantly in mid
and small cap companies.
0.81
Kotak Emerging Equity Fund (G)
0.22
Rs. 673.47 Crore
2.67%
1 Year
Return
3 Year
Return5 Year
Return
18.7% 30% 13.8%
5.1% 35.8% 26.2%SIP
S&P BSE Sensex -5.1% 6.4%
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