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I would like to know which mutual funds should one buy with long term view considering long term , Which Midcap mutual fund can be bought right now ?



45 Answers

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1 Abhishek Chanda September 23, 2010 at 9:47 pm

I can suggest just one – Sundaram Select Mid Cap(Growth)

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2 Manish Chauhan September 23, 2010 at 10:20 pm

Abhishek

Yea .. its a nice one . But do you think it has best composition for long term value creation . I would rather want to invest in something which has more of small cap orientation .

Manish

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3 vipul rastogi September 29, 2010 at 6:55 pm

Sundaram BNP Paribas Select Midcap Reg is above average risky more suitable for rallies, where u can get high returns (40% av return since inception)
IDFC Premier Equity Plan A – is better for a person with lesser risk appetite . it has given 28% av return since inception.

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4 teejay.tarun September 23, 2010 at 10:47 pm

@ manish
Even I want to know that … and what would be expected returns.
let me know when u get the answer :)

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5 Manish Chauhan September 23, 2010 at 10:53 pm

Tarun

Note that it will involve higher risk and volatility in price of share and more chances of failure . So after 10 yr it might go down also or reach new heights also , so why dont you identify some midcap stocks or small cap stocks .

One i know is DSPBR Small/Mid cap fund : http://valueresearchonline.com/funds/newsnapshot.asp?schemecode=3725

Can you beleive 97% in Midcap/small cap .. High risk high reward :)

Manish

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6 cpdhutadmal@yahoo.com February 18, 2012 at 3:04 pm

Hi Manish,

Just wanted to know your reasons in selecting the fund DSPBR Small and Mid Cap
?. ValueResearchonline link which you have given, shows its just 10.66% CAGR since 2006 (Launch year) for the said fund.

Regards
Chandrakant D

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7 ashal jauhari February 19, 2012 at 7:34 am

Dear Chandrakant, the drop in CAGR is due to the reason that for last 2Y i.e. 2010 & 2011, small & micro cap stocks have underperformed the largecap stocks.

Thanks

Ashal

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8 teejay.tarun September 23, 2010 at 11:03 pm

Yeah with mid cap there is high risk… I own a stock that gave me 300% return in 4 months, but I thought of long term and 1/3 gain are lost in next 5 months when index itself increased 20%:)

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9 Manish Chauhan September 24, 2010 at 12:16 am

Which mid cap is that ? I am sure you should not sell it right now , as the rally was mainly due to the large cap stocks and generally after that midcaps and small caps rally :) . So wait for it to give you some good return and then atleast partial book the profits or all . And then be back in next falldown .

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10 teejay.tarun September 24, 2010 at 12:29 am

its a small cap … ‘Concurrent infra India’ U must have heard about it if you follow Arun.

I have been following him for 2-3 years … Don’t know if he is operator or not but his small cap recommendation are amazing :)

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11 teejay.tarun September 24, 2010 at 12:30 am

oops just realised … I wrote it as Mid cap .

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12 Siva- IFA December 10, 2010 at 3:25 am

@Tarun,

Its interesting and congrats for making 300% profit in short period. Btw, who is Mr.Arun and how are you following him ? Is he writing in any blog or working for any brokerage house ?. If you never mind, unlock ur secret so that others can also benefit out of him.
:) :) :)

Thanks – Siva

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13 goodfundadvisor April 6, 2011 at 8:48 pm

Well, Tarun, you have been plain lucky.
Avoid these ‘tips’, otherwise you will be left with a ‘chip’!!!
Do due analysis before getting into a unknown scrip.
Invest in Mid cap and small cap funds and you should do good money without the accompanying headache.

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14 teejay.tarun September 23, 2010 at 11:17 pm

just discovered one stock “Tata global Beverages” … it is owned by so many funds…

most importantly, it is one of few stocks who broke above jan 2008 highs… also breaking out of last 4 years range…

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15 Manish Chauhan September 24, 2010 at 12:19 am

Tata global Beverages ?

Never heard of that stock , which all funds have those ?

Manish

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16 teejay.tarun September 24, 2010 at 12:24 am
17 Ankur Lakhia September 25, 2010 at 8:14 pm

Tata Global Beverages is new name of “Tata Tea”. I am sure Tata Tea is not unheard stock.

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18 Tarun Jain September 25, 2010 at 8:21 pm

ohhh its TATA TEA … thanks ankur :)

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19 Jagadees September 24, 2010 at 3:54 am

I would like to go with IDFC premier equity fund.

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20 ajay September 24, 2010 at 11:28 pm

IDFC Premier Equity – A Consistent performance since last years.

DSP-BR Micro Cap Fund – RP A closed ended fund which has recently become open ended.

I have a SIP in both. both rated five stars by Vlaueresearch

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21 MoneySavingsHelp September 25, 2010 at 12:18 am

Go for SIP in these schemes.

Reliance Regular savings Fund – Equity
HDFC top 100
IDFC Premier equity fund

Invest more in down market to average.

Hope it will help you.

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22 goodfundadvisor April 6, 2011 at 8:50 pm

Hmm.
I am surprised to find HDFC Top 100 Fund in the ‘mid cap’ recommendation!!!

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23 J September 25, 2010 at 11:19 pm

I suggest go for Birla Sunlife Midcap Fund Plan A or Reliance Growth… ;)

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24 SRDKVV September 27, 2010 at 5:48 pm

I would bet on small cap… high risk / high return .. I expect recently launched Reliance Small Cap fund to be the dark horse because Reliance comes across as pretty aggressive fund house.

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25 vazzy September 29, 2010 at 12:39 pm

DSP Black Rock Small and Midcap fund – for guys with high risk appetite – can provide a real sweetener to the portfolio during rallies.

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26 jitendra solanki October 1, 2010 at 12:14 pm

My take would be:

DSPBR Small & Midcap
Birla Sun Life MId Cap
Sundaram Select Midcap Fund
IDFC Premier Equity Fund.

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27 sreedhar raj October 7, 2010 at 11:44 am

Hi,
Why have everybody forgotten Sundaram SMILE Fund.???? It an actively managed fund. Good thing about having SIP with SUNdaram AMC (like SMILE or select midcap) is that the minimum SIP amount is only Rs. 250/- p.m. Whereas take the case of IDFC Premier Equity-plan A where the minimum SIP is Rs. 2000/-p.m. So, one can easily allocate a small amount to SMILE or Select MIdcap to give a kicker in returns..

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28 Rajneesh Garg November 18, 2010 at 3:33 am

My vote goes to Nifty Junior. It is an index fund and it is an ETF.

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29 goodfundadvisor April 6, 2011 at 8:51 pm

For long term, ETF is best avoided.
Let the Fund Manager’s alpha help you earn extra

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30 Ramesh Mangal November 18, 2010 at 12:57 pm

My vote goes to IDFC Premier Equity Plan A.
Perhaps, the only fund which stops taking money during times when the fund manager thinks the time is not correct. Though the SIPs are affected.

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31 Ramesh Mangal November 18, 2010 at 12:58 pm

I am sorry, the SIPs remain Unaffected during these no-entry periods.

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32 Atul December 13, 2010 at 3:55 pm

I will go with DSPBR Micro Cap Reg and ICICI Prudential Discovery

Regards

Atul

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33 mkshahi December 17, 2010 at 12:00 am

if midcap , i would bet on IDFC Premier Equity – A . I have been investing in this for a few years now and it seems to be an excellent option.

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34 prabeesh December 17, 2010 at 3:07 pm

Why no one has said anything about Birla Sun Life Dividend Yield Plus??

is that not worth consideration mid/small cap category?

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35 Ramesh December 18, 2010 at 12:34 pm

Well, you have mentioned it!
It is a good fund too!

Ramesh

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36 moneysights.com January 27, 2011 at 12:53 pm

Sundaram SMILE & Select Mid Cap though good return-generating funds have extremely low downside protection. As @vipul noted, these have performed well during rallies but fall big during downtrend.

Birla Sun Life Dividend Yield, IDFC Premier Equity Plan A, HDFC Mid-Cap Opportunities, HDFC Equity Fund are some of the best mid-cap oriented funds with good downside protection. Check them out.

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37 Rajesh February 22, 2011 at 9:02 am

Hi All,

In the mid and small cap category, http://www.fundsupermart.co.in ‘s two top picks are:

DSPBR Small and Mid Cap
HDFC Mid Cap Opportunities

More detailed analysis of why they are picked can be found here http://bit.ly/iajZIv

Happy Informed Investing!

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38 PANKAJ October 31, 2012 at 10:09 pm

Manish…I was going through one of the article about Mutual Funds.
Here is d link….
http://anandvijayakumar.blogspot.in/2012/02/best-mutual-funds-to-invest-in-2012.html

Regards,
Pankaj

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39 ankit Gupta February 14, 2013 at 4:35 pm

Would Suggest:

SBI Emerging Business Fund
IDFC prem Equity.
HDFC Midcap Opportunity.

Chose any two. All the best !!

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40 Chetan Ambi March 19, 2013 at 11:14 pm

I am investing in SBI Emerging Businesses with monthly SIP of Rs. 500. I think I am in right track :)

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41 waris March 30, 2013 at 1:14 pm

almost every fund is recommended here.
so i think better thing will be to highlight the fund not to invest.

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42 Hvishal September 27, 2013 at 4:01 pm

Hi All

I’m new to this MF and SIPs. Can somebody explain me how to invest in these instruments, i.e. what do I need to do or who to approach to buy these MFs. Do I need to open demat account. Do I need to approach any dealer/broker to buy those funds. Is there any guide explaining on how to purchase/manage MF and calculations on returns for a novice invester.

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43 ashalanshu September 27, 2013 at 9:43 pm

Dear HVishal, you do not need a demat account. Please contact the AMC of your choice say HDFC fund or DSP Blackrock or ICICIPru, Quantum etc. first they ‘ll demand your KYC documents to make you KYC compliant and then only you can invest in the MF of that AMC or any other AMc of your choice. If you do have netbanking, you can invest online, else you can invest offline also.

thanks

Ashal

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44 Mustafizur Rahaman October 9, 2013 at 3:04 pm

@Manish,

Just a curious question, would you like to share what midcap fund you had chosen from the above discussion?

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45 rajkanwar321 November 21, 2013 at 11:27 pm

I agree with most of the above regarding Birla Sun Life midcap fund. You can check here for your reference
http://mutualfund.birlasunlife.com/Pages/Individual/Our-Solutions/WealthCreation-Funddetails.aspx?SchemeShortName=BSL%20Midcap%20Fund&Highlighted=No

I found their expertise very helpful and their vision to maximize gains through investments in stocks very intriguing. Our investments are in the right hand with their careful selection and constant tracking. Best of luck in your search.

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