5 replies on this article “Help required in selecting a Small/Mid cap mutual fund”

1. Kulkarni P says:

   January 19, 2014 at 11:29 am

   If this is your first mid cap fund, just go for IDFC Premier Equity. Great fund manager and most consistent performer.

   If you need more than one fund then go for IDFC Premier Equity & ICICI Discovery Fund.

   SBI Emerging Business is very risky fund. Last year it was #1 and this year at the bottom.

   PS: I am having investment in all these funds since last 2 years in SIP mode.

   Reply
2. Amit AB says:

   January 17, 2014 at 5:47 pm

   Thx Sumit. As far as performance is considered in last 5 years, these 3 are close. What is the point that needs to be considered while selecting one of these?

   IDFC prem SBI Emerging Bus Birla SL MNC
   1 Year 5.2% -7.4% 8.8%
   2 Years 17.4% 16.2% 19.3%
   3 Years 9.4% 12.7% 11.3%
   5 Years 27.6% 30.7% 28.4%

   Reply
3. Sumit says:

   January 17, 2014 at 3:21 pm

   Amit,

   Do not believe the rankings blindly, which changes frequently with recent returns, look at consistency, fund manager’s record and portfolio.
   Here are the small/mid cap fund’s that you can consider:

   SBi emerging busniess
   IDFC Premier Equity
   ICICI Pru Discovery Fund
   HDFC Midcap

   Thanks
   Sumit

   Reply
4. ashalanshu says:

   January 17, 2014 at 2:14 pm

   Dear Amit, why are you not opting IDFC Prem. Eq?

   Thanks

   Ashal

   Reply
   1. Amit AB says:

      January 17, 2014 at 2:56 pm

      Ashal – IDFC Prem Equity is ranked 2 by Crisil. Also 3-5 years return performance seem to be better for other 2. Why are you recommending same?

      Reply

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