5 Best Midcap Mutual Funds to invest in 2018

Top and Best Midcap Mutual Funds to invest in 2018Best Midcap Mutual Funds to invest in 2018


Mutual Fund Managers have turned their focus from largecap stocks to mid-cap stocks now. Midcap mutual funds invests in emerging and growing midcap companies in India. These midcap mutual funds has potential to provide higher returns compared to large cap funds. These are high risk compared to largecap or diversified mutual funds. If you are mutual fund investor, you should invest some of your portfolio in midcap mutual fund schemes. Which are the best midcap mutual funds to invest in 2018? Which are the top mid cap mutual funds which you can invest for medium term to longterm of 5-10 years?

Also Read: Top 10 Best Sector Mutual Funds to invest in India

5 Best Midcap Mutual Funds to invest in 2018


These best midcap mutual funds in India have been analyzed and shortlisted based on some of the below parameters.

1) These funds picked up based on highest returns received in the last 1,3 and 5 years.

2) Since markets have reached the peak and volatile too, we have considered 1 year returns while ranking these funds.

3) Mutual Fund Schemes that are rated by Crisil as Rank-1, Rank-2 and Rank-3 are given preference as they indicates good fundamentals.

4) Value research Online (VRO) rated these midcap mutual funds as 5 star and 4 star.

5) Funds has been further filtered based on AUM (Assets under management) > 500 Crores. This proves investor confidence among these midcap mutual funds.

6) Direct Plans are excluded from such list.

Who can invest in these Midcap Mutual funds?


If you are medium to long term investor and willing to take high risk and expecting good returns, you can invest in these midcap mutual funds. Some times such mutual fund schemes could crash for 1-2 years, hence you should be able to have patience during that period. A typical investment period for these midcap funds would be 5-10 years that can fetch you amazing returns.

Top#1: Mirae Asset Equities Blue Chip Fund


Fund Objective: This fund aims to generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have a market capitalization of at least Rs.100 Crores at the time of investment. Means, this is diversified mutual fund in midcap category.

Fund Performance: This fund has beaten its benchmark and provided 30% annualised returns in last 5 years. This fund gave 22% returns in the last 3 years and 13% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 116,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.8 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.8 Lakhs.

Why to invest: This midcap fund has beaten its peers and gave highest returns in last 1 and 5 years. This fund is rated by Crisil as Rank-1 and Value Research Online as 5 Star. This fund risk grade is “Low” and Return Grade is “High” as per Value Research Online. This is one of the good midcap mutual fund to invest in 2018 for long term of 10-15 years.  

Top#2: Canara Robeco Emerging Equities Fund


Fund Objective: The mutual fund scheme invests in diversified mid cap stocks that have a potential to emerge as the bigger corporates with higher performance.

Fund Performance: This fund has beaten its benchmark and provided 30% annualised returns in last 5 years. This fund gave 20% returns in the last 3 years and 13% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 116,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.7 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.7 Lakhs.

Why to invest: This midcap fund scheme too has beaten its peers and given highest returns in last 1 year and last 5 years. This fund is rated by Crisil as Rank-1 and Value Research Online as 4 Star. This fund risk grade is “Above Average” and Return Grade is “Above Average” as per Value Research Online. This is one of the best midcap mutual fund to invest in 2018 for medium term to long term of 8-10 years.

Top#3: Aditya Birla SL Pure Value Fund


Fund Objective: The mutual fund scheme aims generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value – stocks that the market is undervaluing.

Fund Performance: This fund has beaten its benchmark and provided 29% annualised returns in last 5 years. This fund gave 21% returns in the last 3 years and 15% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 112,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.8 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.6 Lakhs.

Why to invest: This fund has beaten its peers and gave 3rd highest returns in last 1 year and last 5 years in midcap funds segment. This fund is rated by Crisil as Rank-3 and Value Research Online as 4 Star. This fund risk grade is “Above Average” and Return Grade is “High” as per Value Research Online. This is one of the top midcap mutual fund to invest in 2018 for medium to term of 5-10 years.

Top#4: UTI Midcap Fund


Fund Objective: This mutual fund's objective is to invest in mid sized companies.

Fund Performance: This fund has beaten its benchmark and provided 28% annualised returns in last 5 years. This fund gave 15% returns in the last 3 years and 15% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 105,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.5 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.4 Lakhs.

Why to invest: This is another best performing midcap fund for 2018. This fund is rated by Crisil as Rank-3 and Value Research Online as 4 Star. This fund risk grade is “Average” and Return Grade is “Average” as per Value Research Online. One of the good midcap mutual fund to invest.

Top#5: HDFC Midcap opportunities fund


Fund Objective: This mutual fund's objective is to invest in mid sized companies.

Fund Performance: This fund has beaten its benchmark and provided 27% annualised returns in last 5 years. This fund gave 17% returns in the last 3 years and 13% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 107,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.6 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.3 Lakhs.

Why to invest: This fund is one of my favorite midcap fund which is consistent performer in the last 5-8 years. This fund is rated by Crisil as Rank-2 and Value Research Online as 4 Star. This fund risk grade is “Below Average” and Return Grade is “Above Average” as per Value Research Online. One of the best midcap mutual fund to invest now for long term of 10-15 years.

Bonus Tip – Principal Emerging Bluechip Fund


Fund Objective: This mutual fund scheme would invest between 65% to 95% in mid-cap stocks that has a market cap compared to benchmark Nifty Midcap 100 Index and 5% to 15% in Small Cap stocks.

Fund Performance: This fund has beaten its benchmark and provided 27% annualised returns in last 5 years. This fund gave 20% returns in the last 3 years and 17% returns in the last 1 year. If one would have invested Rs 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been Rs 60,000 (1,000 x 60 months) and the fund value now would have been Rs 107,000. If you would have invested Rs 1 Lakh, 3 years back, your fund value now would have been Rs 1.7 Lakhs. If you would have invested Rs 1 Lakh, 5 years back, your fund value now would have been Rs 3.3 Lakhs.

Why to invest: This fund is rated by Crisil as Rank-1 and Value Research Online as 4 Star. This fund risk grade is “Average” and Return Grade is “Above Average” as per Value Research Online. This is one of the top midcap mutual funds to invest now which has good mutual fund rating.

Summary of these Top 5 Best Midcap Mutual Funds Schemes listed here


List of Best Midcap Mutual Funds to invest in 2018

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Suresh

5 Best Midcap Mutual Funds to invest in 2018

14 comments

  • BRIZ GABRIEL

    Hi,
    I have an investment horizon of 10 year. I started investing via SIPs in the following schemes:
    SBI Bluechip Fund: 2K
    SBI Magnum Multicap Fund: 2K
    ICICI Prudential Bluechip Fund : 2K
    Kotak Standard Multicap Fund : 2K
    L&T Tax Advantage Fund : 2K
    Axis Long Term Equity Fund : 2K
    Is this a good portfolio? Should I make some changes to it? I am planning to invest 10K more per month. Please suggest which are the best SIP’s for investing or can I need to increase the current SIP amount?

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