3 Top Performing And Highly Rated Mid-cap Funds That Delivered Consistent Returns Over 1-5 Years

1. Kotak Emerging Equity- Growth:

The mid-cap fund from the house of Kotal mutual fund commands an NAV of 72.34. This fund is an 8 year old fund and benchmark of the fund is Nifty Midcap 100 TRI. Expense ratio of the fund is 0.61 percent. Return grade from the fund has been also above average.

The fund has major investment into sectors including financials, engineering, chemicals, construction and healthcare etc.

Top holdings of the fund include Supreme Industries, Coromandel International, Persistent Systems, The Ramco Cements, Thermax etc.

2. PGIM India Midcap Opportunities Fund – Direct Plan – Growth:

This is a CRISIL 5-star rated fund which has outperformed the benchmark with higher return of 99% over the 1 -year period. The fund was introduced in the year 2013 and carries an expense ratio of 0.41% i.e. sharply lower than the category average expenses.

Top 10 stocks in the portfolio of the fund include Coforge, Mindtree, Aarti Industries, Federal Bank, Sanofi India etc.

Minimum SIP investment in the fund can be made from Rs. 1000. Also, in case of early redemption within a span of 90 days, there shall be charged 0.5% exit load for units more than 10% of the investment. Rs. 3.6 lakh investment in the fund via SIP route over the 3-year period is now valued at Rs. 6.94 lakh.

3. Axis Midcap Fund-Growth:

Of all the fund this mid cap fund from the Axis Mutual funds has offered the highest 5-year return. Value Research has accorded the fund a 5-star rating. The fund’s NAV as on July 8 is 61.76. SIP in the fund can be started or Rs. 500 and for lump sum one needs to put in a minimum of Rs. 5000 into the scheme.

This is a 10 year old fund with the benchmark S&P BSE Midcap TRI. The fund has been classified as carrying a high risk.

Top stock holdings of the fund include Voltas, Cholamandalam Investment & Finance, Astral Poly, PI Industries, Coforge, ICICI Bank etc.

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