Investment in mid-small cap MFs

POSTED BY Patrick ON May 23, 2014 12:01 pm COMMENTS (4)

I want to do an SIP of Rs 2000 in mid-small cap Fund for 5 years. Reason for mid-small cap is they give more returns than large-cap MFs, but they are risky as well. I have listed some stocks based on 1 yr and 5 yr returns (from valueresearchonline.com)

1 year good returns – Birla sun life pure value fund(60), reliance small cap fund(53), ICICI pru mid cap fund(44), HSBC midcap equity(41), Franklin India smaller companies fund(40)

5-year good returns – Religare invesco mid n small cap fund(30), ICICI value discovery fund(29), DSP black rock micro cap fund(29), Religare Invesco mid cap fund(28), HDFC Midcap opportunities fund(28)

Please suggest me in which fund i should invest. or any other fund u know which is giving high returns. Also market is running high now a days, so will it be good to invest this time ?

4 replies on this article “Investment in mid-small cap MFs”

  1. Rajiv94 says:

    i did little research but i found out that Franklin India Bluechip Fund – Direct Plan (G)
    (as was shown in the pdf in reference) in Money Control shows little different information:-
    Same i got in other portal also.

    1. It shows Launch date Jan 01, 2013.
    2. 1 year return as 21.4 %

    My main question is which webportal to rely on for authenticity?

  2. Patrick says:

    hi hemanth,

    I have listed funds taking reference of that pdf.

    1. Hemanth Chandra says:

      if u follow that pdf, you will end up with only one fund, not 5 funds.

  3. Hemanth Chandra says:

    How to choose a mutual fund is clearly explained in the below article.

    http://freefincal.com/step-by-step-guide-to-choosing-a-mutual-fund/

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.