5 Best Midcap / Small cap funds that are rocking in bull run
Investors are enjoying mutual fund returns during this bull run. While there are several mid-cap / small cap mutual funds, only a few funds are doing good. Returns for the past one year from mutual funds, might be tempting for you to invest in many funds. It is equally important for us to check the last 5 year returns for those funds, their ranking and investment strategy before investing in such funds. Which are the best mid-cap and small mutual funds that are rocking and doing good in this bull run ?
How I classified Best Midcap / Small cap funds that are rocking in bullrun?
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While there are a few mid-cap / small cap mutual funds which have been performing well and beating benchmarks, we are not considering them owing to their short performance history. One example could be is Reliance small cap fund which has earned more than 150% in last 1 year. However this fund is existing only in last 3 years. Consistent performing mutual funds that have provided good returns in the last 5 year + good performance in this bullrun of last 1 year, their crisil ranking, value research ranking are some of the parameters considered in identifying these top mid-cap/small-cap funds.
Also Read: How to be successful through Mutual fund SIP investments ?
5 Best Midcap / Small cap funds that are rocking in bull run
1) HDFC Mid-cap Opportunities Fund
About this fund: This fund objective is to invest in mid-cap and small cap stocks and generate long term appreciation.
Fund Performance: This fund has been doing well. This fund has beaten its benchmark and provided 23% annualised returns in last 5 years. In the last one year, it gave 78% returns during this bull run. If you have invested in this fund for ₹ 1,000 per month through SIP for 5 years, your total investment would have been ₹ 60,000 and your investment value would have been ₹ 118,000 now. This is one of the best funds to invest for long term of 10-20 years.
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2) Franklin India Smaller Companies Fund
About this fund: This fund’s objective is to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies. It invests upto 75% in smaller companies.
Fund Performance: This fund has beaten its benchmark and provided 23% annualised returns in last 5 years. In the last one year, it gave 89% returns during this bull run. If you have invested in this fund for ₹ 1,000 per month through SIP for 5 years, your total investment would have been ₹ 60,000 and your investment value would have been ₹ 129,000 now. This is one of the good funds to invest for long term of 10 years.
3) SBI Emerging Business fund
About this fund: The scheme focusses its investments in emerging business themes, primarily based on the export / outsourcing / global opportunities of such themes. Its secondary focus is on emerging domestic investment themes.
Fund Performance: This fund has beaten its benchmark and provided 22% annualised returns in last 5 years. If we assume that the bull run has been in last 1 year, it gave 58% returns during this period. If you have invested in this fund for ₹ 1,000 per month through SIP for 5 years, your total investment would have been ₹ 60,000 and your investment value would have been ₹ 108,000 now. This is one of the top funds to invest for long term of 10 years.
4) ICICI Pru Value Discovery Fund
About this fund: Its objective is to invest in a well-diversified portfolio of value stocks (those having attractive valuations in relation to earnings or book value or current and/or future dividends).
Fund Performance: This fund has beaten its benchmark and provided 22% annualised returns in last 5 years. If we assume that the bull run has been in last 1 year, it gave 80% returns during this period. If you have invested in this fund for ₹ 1,000 per month through SIP for 5 years, your total investment would have been ₹ 60,000 and your investment value would have been ₹ 118,000 now. This is one of the good funds to invest for long term of 10 years.
5) UTI Mid-cap Fund
About this fund: This fund objective is to capture opportunities by investing in mid-cap stocks.
Fund Performance: This fund has beaten its benchmark and provided 22% annualised returns in last 5 years. If we assume that the bull run has been in last 1 year, it gave 100% returns during this period. If you have invested in this fund for ₹ 1,000 per month through SIP for 5 years, your total investment would have been ₹ 60,000 and your investment value would have been ₹ 125,000 now. This is one of the top and best fund to invest for long term of 10 years.
Also Read: How floating rate mutual funds are better than other short term mutual funds?
Should you invest in such Mid-cap / Small cap funds now?
Majority of them is already recommended by me earlier. You can consider all these 5 funds for investing. The best way is to invest in these mutual funds through Systematic Investment Plan (SIP) where you can invest as low as ₹ 500 per scheme. Investing in such funds for the long term could fetch you 12% to 13% annualized returns. If you are getting higher than this, you can celebrate a party. Comprehensive list in single table is indicated below for comparison purpose.
Conclusion: These top 5 mid-cap/small-cap funds has been rocking and provided good returns in this bull run. However, you should limit your exposure to such funds to a maximum of 50% so that you would not end-up in losses when you see bear market. These are high risk mutual funds, but provide good returns in long run. Investing in such funds through SIP would help you to grow money faster.
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Suresh
Best Midcap / Small cap funds that are rocking in bull run
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81 comments
Add a comment ↓Sir, Please use latest DATA rather than 11 Oct'2014 …
this is really helpful and I shall invest by considering this
As per the performance chart and
your statement,explained by you, I wish to proceed for the same under the all funds.Thanks & good day to your Team.