Best Mutual Fund in Mid cap category for next 5 yrs ?

POSTED BY Jagoinvestor ON September 23, 2010 7:31 pm COMMENTS (51)

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 ?

51 replies on this article “Best Mutual Fund in Mid cap category for next 5 yrs ?”

  1. Mohana Ganesh says:

    My son (sole investor) has invested about Rs 7,00,000 in HDFC Mid-cap Opportunities vide SIP since 2014. He has stopped investing since March 2017 and plan to hold it for a year and then redeem completely. He is planning to reinvest the lumpsum on redemption, in the same fund, in both his and his wife’s names.

    Is it wise for him to redeem and reinvest as I have mentioned above? I thought it is better to have both their names than holding it in a single name with nominee.

    1. Its a personal choice on the holding pattern, there is no good or bad choice here.

      Manish

  2. Ravi says:

    Hi,

    I would like to know which one can I go for between DSP BLACKROCK MICRO CAP and Franklin India smaller Companies. I am planning to invest in any one fund for the long-term. Please let me know.

    1. I suggest Franklin India smaller COmpanies

  3. hanif says:

    best in midcap funds is ICICI PRU value discovery. Has given the returns of plus 25% CAGR over long term since inseption.

  4. Rajan.K says:

    is Canara Robeco Emerging Equities (mid cap) is good for the longer perspective?

  5. rajkanwar321 says:

    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.

  6. Mustafizur Rahaman says:

    @Manish,

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

  7. ashalanshu says:

    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

  8. Hvishal says:

    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.

  9. waris says:

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

  10. Chetan Ambi says:

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

  11. ankit Gupta says:

    Would Suggest:

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

    Chose any two. All the best !!

  12. PANKAJ says:

    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

  13. Rajesh says:

    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!

  14. moneysights.com says:

    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.

  15. prabeesh says:

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

    is that not worth consideration mid/small cap category?

    1. Ramesh says:

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

      Ramesh

  16. mkshahi says:

    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.

  17. Atul says:

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

    Regards

    Atul

  18. Ramesh Mangal says:

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

  19. Ramesh Mangal says:

    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.

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

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

  21. sreedhar raj says:

    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..

  22. jitendra solanki says:

    My take would be:

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

  23. vazzy says:

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

  24. SRDKVV says:

    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.

  25. J says:

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

  26. 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.

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

  27. ajay says:

    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

  28. Jagadees says:

    I would like to go with IDFC premier equity fund.

  29. teejay.tarun says:

    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…

    1. Tata global Beverages ?

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

      Manish

        1. Ankur Lakhia says:

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

          1. Tarun Jain says:

            ohhh its TATA TEA … thanks ankur 🙂

  30. teejay.tarun says:

    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%:)

    1. 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 .

      1. teejay.tarun says:

        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 🙂

        1. teejay.tarun says:

          oops just realised … I wrote it as Mid cap .

        2. Siva- IFA says:

          @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

          1. 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.

  31. teejay.tarun says:

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

    1. 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

      1. cpdhutadmal@yahoo.com says:

        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

        1. 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

  32. Abhishek Chanda says:

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

    1. 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

    2. vipul rastogi says:

      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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