Mutual Funds Investment: These 5 midcap schemes gave great returns of up to 6 times in 10 years, know the details

Mutual Funds Investment: These 5 midcap schemes gave great returns of up to 6 times in 10 years, know the details

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Best Midcap Funds to Invest: In the current fall of the market, experts are advising investors in the right place. Investors also get more benefit by investing money in mutual funds in the fall of the stock market. They get more units than normal days. If you want to avoid risk, then instead of investing money directly in equities, you can also turn to midcap mutual funds. Looking at the return chart of Midcap Fund, investors have made huge profits from here over a long period.

Talking about the return chart of the last 10 years, different funds have given returns with 20% CAGR during this period. Investors’ money here has increased up to 6 times in 10 years. Those who invest through SIP also have a good special fund ready. Here we have given information about the best 5 mutual fund schemes on the basis of performance only. Check whether this scheme is in your portfolio or not.

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Axis Midcap Fund
Returns in 10 years: 20% CAGR

Value of 1 lakh investment in 10 years: Rs 6.23 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 16 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: February 18, 2011
Returns Since Launch: 18.30%
Total Assets: 16,518 crore (February 28, 2022)
Expense Ratio: 1.84% (January 31, 2022)

Kotak Emerging Equity Fund
Returns in 10 Years: 19.72% CAGR

Value of 1 lakh investment in 10 years: Rs 6 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 16.5 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 1000
Launch date: March 30, 2007
Returns since launch: 13.67%
Total Assets: 17,380 crore (February 28, 2022)
Expense Ratio: 1.80% (January 31, 2022)

SBI Magnum Midcap Fund
Return in 10 years: 19.50% CAGR

Value of 1 lakh investment in 10 years: Rs 6 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15.5 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: March 29, 2005
Returns since launch: 16.37%
Total Assets: 6591 crore (February 28, 2022)
Expense Ratio: 1.95% (January 31, 2022)

Also read- Now this government company has declared the second dividend of five rupees per share for the year 2021-22.

UTI Mid Cap Fund
Returns in 10 years: 19% CAGR

Value of 1 lakh investment in 10 years: Rs 5.79 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15 lakh
Minimum lump sum investment: Rs 5000
Minimum SIP: Rs 500
Launch date: April 7, 2007
Returns since launch: 17.83%
Total Assets: 6441 crore (February 28, 2022)
Expense Ratio: 1.81% (January 31, 2022)

Invesco India Mid Cap Fund
Returns in 10 years: 19% CAGR

Value of 1 lakh investment in 10 years: Rs 5.71 lakh
Value of Rs 5000 Monthly SIP in 10 years: Rs 15 lakh
Minimum lump sum investment: Rs 1000
Minimum SIP: Rs 500
Launch date: April 19, 2007
Returns since launch: 15.11%
Total Assets: 2115 crore (February 28, 2022)
Expense Ratio: 2.22% (January 31, 2022)

(source: value research, financial express)

Tags: Mutual fund, Mutual funds, Returns of mutual fund SIPs, Systematic Investment Plan (SIP)

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