Top 5 Midcap Mutual Funds to invest in 2017
Stock markets have reached 30K Sensex now. There are several midcap stocks that have reached 52 week high. This is reflecting in midcap mutual funds returns too. However investing in good midcap mutual funds in 2017 is key for your long term investments. Midcap mutual funds invests in midcap companies in India. These midcap mutual funds has potential to provide higher returns compared to large cap funds. However they are risky compared to other equity funds. Which are the best midcap mutual funds to invest in 2017? Which are the top mid cap mutual funds which you can still bet and invest for next 8-10 years?
Also Read: Top Performing Infra Mutual Funds to invest in India
Top 5 Best Midcap Mutual Funds to invest in 2017
These top 5 mutual funds in India have been analyzed and shortlisted based on several key parameters.
- Picked based on highest returns received in the last 1,3 and 5 years.
- Since markets have reached the peak, we have considered 3 months returns too while ranking these funds.
- Funds, which are rated by Crisil as Rank-1, Rank-2 and Rank-3 which indicates good fundamentals for these top 5 Midcap cap mutual funds.
- Value research (VRO) rated these mutual funds as 5 star and 4 star.
- AUM (Assets under management) > 500 Crores. This proves investor confidence among these top 5 mutual funds.
- Direct Plans are excluded from such list.
Who can invest in these Midcap Mutual funds?
If you are long term investor, willing to take high risk and expecting high returns, you can invest in these midcap mutual funds. You should be willing to invest for long term in case of any market crash or during bullish markets. A typical investment period of 5-10 years 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 ₹100 Crores at the time of investment.
Fund Performance: This fund has beaten its benchmark and provided 31% annualised returns in last 5 years. This fund gave 44% returns in the last 1 year which is the highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 135,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.5 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.8 Lakhs.
Why to invest: This fund 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 5 Star. This fund risk grade is “Low” and Return Grade is “High” as per Value Research Online. One of the good midcap mutual fund to invest in 2017 for long term of 10-15 years.
Top#2: 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 28% annualised returns in last 5 years. This fund gave 40% returns in the last 1 year which is the second highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 126,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.25 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.5 Lakhs.
Why to invest: This fund has beaten its peers and given second highest returns in last 1 year and last 5 years. 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. One of the best midcap mutual fund to invest in 2017 for medium to term of 5-10 years.
Top#3: 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 28% annualised returns in last 5 years. This fund gave 40% returns in the last 1 year which is the third highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 123,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.3 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.5 Lakhs.
Why to invest: This fund has beaten its peers and given second 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 “Below Average” and Return Grade is “High” as per Value Research Online. One of the top 5 midcap mutual fund to invest now for long term of 8-10 years.
Also Read: Top 10 Mutual Funds (Diversified) for 2017
Top#4: Franklin India Prima 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 33% returns in the last 1 year which is the 4th highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 120,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.2 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.3 Lakhs.
Why to invest: This fund has beaten its peers and given second highest returns in last 1 year and last 5 years. This fund is rated by Crisil as Rank-3 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 top and best midcap mutual fund to invest in 2017 for long term of 10-15 years.
Top#5: 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 27% annualised returns in last 5 years. This fund gave 27% returns in the last 1 year which is the 5th highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 117,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.2 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.3 Lakhs.
Why to invest: This fund has beaten its peers and given 5th highest returns in last 1 year and last 5 years. This fund is rated by Crisil as Rank-3 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 good midcap mutual fund to invest for long term of 10-15 years.
Bonus Tip: 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 26% annualised returns in last 5 years. This fund gave 40% returns in the last 1 year which is the 6th highest among the midcap funds. If one would have invested ₹ 1,000 per month through SIP in this midcap fund for 5 years period, the investment would have been ₹ 60,000 (1,000 x 60 months) and the fund value now would have been ₹ 126,000. If you would have invested ₹ 1 Lakh, 3 years back, your fund value now would have been ₹ 2.2 Lakhs. If you would have invested ₹ 1 Lakh, 5 years back, your fund value now would have been ₹ 3.2 Lakhs.
Why to invest: This fund has beaten its peers and given second highest returns in last 1 year and last 5 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 “Average” as per Value Research Online. One of the best midcap mutual fund to invest now for long term of 10-15 years.
Also Read: Top Agressive Mutual Funds for higher returns
Overall Summary of top 5 Mid Cap Mutual Funds for 2017
If you enjoyed this article, share it with your friends and colleagues through Facebook and Twitter.
Suresh
Top 5 Best Midcap Mutual Funds to invest in 2017
- 7 Mutual Funds That Turned ₹ 1 Lakh Into ₹ 5 Lakhs in 5 Years - June 14, 2025
- Arisinfra Solutions IPO Review – Dates, Price, GMP, Review, Details - June 13, 2025
- Oswal Pumps IPO Review and Analysis – Should you invest? - June 11, 2025
Discover more from Myinvestmentideas.com
Subscribe to get the latest posts sent to your email.
Sir,
I would like to invest in best short term Mutual funds maximum period – 1year
Please suggest 5 best companies where is return is high.
Invest amount Rs. 50000 in each company.
SIR,I AM PLANNING TO INVEST 50,000 INR IN A EQUITY MUTUAL FUND FOR LONG TERM ..PLEASE SUGGEST ME SOME EQUITY MUTUAL FUNDS….THANK YOU
You can look in these funds. 1) Large cap – Birla SL Frontline fund / ICICI Pru focussed blue chip fund 2) Mid-cap – HDFC Mid-cap opps fund / Franklin India smaller co’s / SBI Midcap fund 3) Balanced – You can check HDFC Balanced Fund / ICICI Balanced fund.
Hi Suresh,
I have invested in the following mutual funds. Please check how is the portfolio and suggest if any changes required.
1. SBI Blue Chip Fund Direct – 2000 pm
2. Birla Sun Life Frontline Equity Fund – 2000 pm
3. Mirae Asset Emerging Blue Chip Direct Fund – 1500 pm
4. Reliance Small Cap Direct Fund – 1500 pm
5. ICICI Prudential Banking & Financial Services Direct Fund – 2000 pm
Thanks
My age is 29 and I was invested in UTI opportunites (Rs. 1500) for past 5 years and it is over due now… and I would like to invest that 1500(for next 10 years with higher returns) …. Due to poor peformance of UTI opportunites, I dont wanna invest on the same… pls suggest what I can do… My option will go for UTI mid cap and switch that UTI opportunities to UTI midcap and continue start investing on UTI midcap fund or keep that UTI opportunites as it as(without redemption) and start investing on the new fund mirae asset emerging bluechip(mid cap fund)
pls advice whch will be the best option for me…
Note : Im already investing in ICICI pru. discovery fund (Rs. 2000 -5 years going on)
And IDFC premier equity fund (Rs.2000-5 years going on)
Need to 30 year after 2cr… plz suggest. …lumsum already invested… this funds
Pls let me know how much is invested already so that i can provide proper advice
110000 INR ….
LUMSUM INVESTMENT:-
1.MIRAE IND OPP FUNDS…..35000/-
2.ICICI PRU BALANCE………40000/-
3.DSP BLK BALANCE FUND…..15000/-
4.ICICI TOP 100 …..5000/-
SIP
1.FRINKLIN SML COMPNY….1000/MONTH
2.BIRLA SMLL &MID CAP….1000/M
3.BIRLA SUN LIFE EQUITY FUNDS….1000/M
4.RELIANCE SMLL CAP ….500/M
SIP STATSING LAST 4 MONTH……..PLS SUGGEST ME
Dear sir can u suggest me i m Nri. … I invest below funds … sip in
1.Birla sl equity fund 1000/m
2.Franklin Temp smaller companies 1000/m
3.Birla small &mid cap 1000/m
4.Birla balance 95 1000/m
5.Reliance small cap 500/m
How is my funds selection in long-term Retirement plans. ..plz suggested me &
Lumsum invest funds. ..
1.MIRAE assect india opp funds Direct~25000 lumsum
2.ICICI balance funds -40000 Lumsum
3.DSP black rock balance funds 15000 lumsum
4.ICICI Top 100 – 5000lumsum
Need to After
Hi suresh
I want to invest 500000 rupees as lumpsum in different funds.
In How many funds should I invest.
I will need the money after 1 or 2 years, and I want to invest in aggressive funds.
Please suggest
Hi Suresh,
I had invested in the following mutual Funds:-
Franklin Templeton Prima Plus Direct Growth
Franklin Templeton Smaller Companies Fund Direct Growth
Franklin India Tax Shield Direct Growth
Birla Sunlife Frontline Equity Fund Direct Growth
I had invested under the SIP scheme (Rs. 5000/- per month each scheme) for a period of 3 years out of which 1.3 years have passed. Just wanted your valuable advice to know if I should continue/break the schemes since I'm worried that I may receive low return on investment for 3 years as compared to 1 year.
Thanks in advance for your help.
Good funds. Stay invested
The Prima Plus funds average rate of return states 15% for 3 years vs 25% for1 year! Though I got 10.53% in 1 year and not anything close to 25%.
Hi team
I want to invested as below, Please suggest are these good choice or any changes need.
1.Mirae Asset India Opportunities Fund – Regular Plan (G)- 2000 @ month
2. SBI Blue Chip Fund- 1000 @ month
3. Tata Equity P/E Fund – Direct Plan (G)- 1000 @ month
4. L&T India Special Situations Fund (G)- 2000 @ month
Thnaks a lot in adv
Bikram
Nice Funds Bikram. Stay invested
Mirae Asset Emerging Bluechip has stopped accepting fresh inflows from investors. So, this should not be a part of this list.
Shashank, They would lift the restriction soon. You can invest in other funds as they have put restriction now.
Sure. Thanks.
Look forward for your article on smallcap!
Hello Suresh,
This is not related to the post. Please provide good companies list which are listing in bse sme market. Provide a detailed article about bse sme companies.
Regards
Krishna
Dear sir,
I am Binoy.We both are working in UAE. We have 2 children. We want soon to take term insurance (minimum 75 lakhs) covering for both of us for critical illness and disability. We will go back to India by 2018 Aug only. I heard about Zurich life insurance with encashment net return of 8% of year.How is this? Can you please suggest a better option for NRE"S . Or any other better pure term insurance ?. Please reply. and also expecting an article for NRE'S in this matter. Please advice…..
Thank you.
Binoy
Hi Bony, This is insurance company in UAE. I review insurance plans in India only.
Hi Suresh,
shall i go with the below funds (max 3 and 1000 each for next one year)
SBI Blue chip Fund
Mirae Asset Emerging Bluechip fund
Mirae Asset India Opps Fund or HDFC Balanced fund(which one here?)
In addtion to above question, i havee a plan to put RD for Rs. 3000 monthly for a year, instead i thought i can put my money in three different MFs advised by you and make at least 15 to 20% returns. Is this a right approach?
Hi Lakshmi Narasimhan, Good funds you can go ahead. Last 2 funds, Mirae Asset India Opps fund is diversified equity fund. It is good fund for diversification. HDFC Balanced fund is hybrid fund and invests upto 65% in equity and balance in debt instruments, hence is low risk compared to other equity funds. Both are good.
What should be the ideal combination of mutual fund categories if your age is between 30-35? Need to understand that how much to put in large cap, mid cap, small cap and diversified equity. Thanks!
Hi Gaurav, It depends. If you are high risk taker, invest 50% in midcap/small cap and balance in large cap and diversified. If you are moderate risk taker, invest equally in large cap, midcap/small cap and diversified. If you are low to moderate risk taker, add more in balanced funds and less in large cap funds.
Sir
Could you consider expense ratios of these funds while analyzing them?
Hi Suresh,
Franklin India smaller companies MF is not here because it is small cap? Or has it lost its value?
Was planning to invest in this fund and hence my ask.
Thanks,
Ulhas.
Hi Ulhas, Frankin India Smaller cos fund is Small cap fund. This article is about Mid-cap funds. I would post another article for Small cap funds.
How would you like to invest on these funds?SIP or Lumpsum..Please advice
SIP is always best. You can invest in lumpsum during market corrections
Hi Suresh, why its better to invest in lumpsum during market corrections? I'm new to trade hence asking for better clarity.
Hi Shas, Investment through SIP every month would help you to take care of market peaks and market correction. However when you are investing lumpsum you are investing in mutual funds at a point of time. e.g. now SENSEX is 30K and it may take correction to 28K and it may go new heights of 31K. But you invested at 30K SENSEX, so your returns would be low. However if you invest during corrections, you buy at low NAV and there are chances that markets would recover soon and your returns are high