FundsPru : Invest in Best Performing Mutual Funds in India

What does Mid-Small Cap means:-

There are more than 6000 companies listed on (BSE/NSE) in Indian stock exchanges. As the below chart shows how Mid-Cap/Small-Cap companies are classified

Companies	Category
1-100	Large-Cap
101-250	Mid-Cap
Below-251 (all companies)	Small-Cap

Mid-Cap/ Small-Cap mutual funds has mandatory to invest 65% money into range of companies as it suggested in above chart. Companies which fall in Mid-Cap and Small-Cap are not constant by nature. An adjustment takes place on quarterly basis in that a few companies are excluded and a few companies are included in the category of each other due fall and rise in their shares prices.

Why one should invest in Mid-Small Cap mutual fund:-

Funds invests in business which are potentially growing, those companies have opportunity to scale up its business in new geography, can add product category horizontally & vertically and tap mass segment of indian consumer. So such companies may grow faster than normal rate of GDP rate in favourable economic conditions

Benefit of Mid-Small Cap Mutual Funds:-

It tends to deliver more return compared to large cap funds in longer duration
Funds are well diversified to capture different sectors & companies
Investing via mutual fund in mid-small company reduces risk of over leveraging single stock or sector
Mutual funds provide experts with research team to manage money
Investment through SIP in these funds mitigate timing of market
Higher alpha generation is possible to over all equity portfolio

Feature of Mid-Small Cap Fund:

Mid-Small cap funds are more volatile compared to large cap funds
Nature of these categories of fund is higher risk-higher return
A well diversified Mid-Small cap fund normally invest into 40 to 60 stocks
Funds allow facilities of SIP/STP/SWP to investors
High growth potential stocks are part of portfolio
Performance of Mid-Small Cap funds unpredictable in very short term

BEST MID/SMALL CAP FUND TO INVEST

Best Mid/Small Cap Fund

Funds	1 Year	3 Year	5 Year	7 Year	Latest Nav	Mode of Investment
Tata Mid Cap Growth Fund Regular Plan- Growth Option	19.09	28.74	15.12	15.32	268.2209	SIP Lump Sum

Funds	1 Year	3 Year	Latest Nav	Mode of Investment
Tata Mid Cap Growth Fund Regular Plan- Growth Option	19.09	28.74	268.2209	SIP Lump Sum

Funds	1 Year	3 Year	5 Year	7 Year	Latest Nav	Mode of Investment
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	20.36	34.17	15.08	--NA--	56.203	SIP Lump Sum

Funds	1 Year	3 Year	Latest Nav	Mode of Investment
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	20.36	34.17	56.203	SIP Lump Sum

Funds	1 Year	3 Year	5 Year	7 Year	Latest Nav	Mode of Investment
Invesco India Midcap Fund - Growth Option	19.54	28.04	15.28	15.82	95.81	SIP Lump Sum

Funds	1 Year	3 Year	Latest Nav	Mode of Investment
Invesco India Midcap Fund - Growth Option	19.54	28.04	95.81	SIP Lump Sum

Funds	1 Year	3 Year	5 Year	7 Year	Latest Nav	Mode of Investment
Tata Small Cap Fund-Direct Plan-Growth	29.22	45.08	--NA--	--NA--	28.2621	SIP Lump Sum

Funds	1 Year	3 Year	Latest Nav	Mode of Investment
Tata Small Cap Fund-Direct Plan-Growth	29.22	45.08	28.2621	SIP Lump Sum