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Equity mutual funds have different types of categories based on the segment of the
market, sectors or industries, investment styles etc. One of the types of equity mutual funds
is Mid-Cap equity mutual funds. Following are the traits of mid-cap funds:
Invest in Mid-cap and small-cap companies that have a good growth potential.
Risky than other equity mutual funds since they invest in Mid-cap and Small-cap
companies.
There are many Mid-Cap Mutual Funds in the market but finding the best funds is a difficult
task. Thus, we have analysed the diversified equity mutual funds based on their 3 years
CAGR and beta to find the funds that can give higher returns at minimum risk.
Expense Ratio
2.52%
Past Return
1 Year
Return
3 Year
Return
5 Year
Return
Fund
2.70%
28.44%
21.44%
SIP (XIRR)
3.97%
23.49%
24.45%
-3.94%
9.74%
7.94%
Rs. 2,64,165
Rs. 1,09,908
Beta
Sortino
Ratio
0.84
2.54%
Rs. 776.16Crore
Expense Ratio
2.69%
Past Return
1 Year
Return
3 Year
Return
5 Year
Return
Fund
6.41%
30.17%
19.99%
SIP (XIRR)
12.35%
29.69%
25.59%
-3.94%
9.74%
7.94%
Rs. 2,48,710
Rs. 1,12,954
Beta
Sortino
Ratio
0.81
3.51%
Rs. 3,057.25Crore
Expense Ratio
2.42%
Past Return
1 Year
Return
3 Year
Return
5 Year
Return
Fund
0.88%
32.58%
21.03%
SIP (XIRR)
4.87%
27.30%
26.48%
-3.94%
9.74%
7.94%
Rs. 2,59,724
Rs. 1,15,384
Beta
Sortino
Ratio
0.90
2.92%
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