Growth Stage Equities

Mid Cap Mutual Funds

Invest in tomorrow's market leaders. Target companies ranked 101 to 250 in size for balanced growth and higher compounding returns.

High Growth Potential

Companies are in rapid scale-up modes, offering superior capital growth speeds compared to mature large cap giants.

Balanced Risk Sweet-Spot

More stable operational cash flows than high-risk small caps, but carrying higher return potential than large caps.

Long Term Wealth

Highly recommended for investors aiming to fulfill long-term goals like child education or retirement.

Rank 101 to 250

Growth Stage Allocations

Under SEBI directives, mid cap mutual funds must invest at least 65% of their total assets in companies ranked 101st to 250th in market capitalization. These growth-stage companies carry strong potential to enter large cap lists over time.

✔ Historical returns average: 15-18% p.a.
✔ Reinvestment in business expansion
✔ Secure auto-debit SIP setups online

Asset Allocation

Why Invest in Mid Cap Funds?

Mid cap schemes are excellent tools for intermediate investors looking for higher yields without taking small cap defaults risks:

Entering Growth Cycles: Mid-sized firms are past their initial survival struggle and are actively expanding their market share, generating high returns.
Moderate Drawdowns: Carry solid corporate governance, ensuring they do not crash as hard as penny stock profiles during bear phases.
Wealth Multipliers: Ideal to accelerate your portfolio value compounding speed over a 5 to 7 year horizon.

FAQs

Frequently Asked Questions

Find immediate answers regarding mid cap mutual funds.

What are mid cap mutual funds?

Mid cap mutual funds are equity schemes that mandate investing a minimum of 65% of their total asset values in mid-sized Indian companies ranked 101st to 250th in market capitalization.

What is the recommended holding period for mid cap funds?

Since mid-sized companies require time to scale up their market share and operations, investors should hold mid cap mutual funds for a minimum of 5 to 7 years to capture optimum growth.

How does taxation work on mid cap fund redemptions?

Redeeming mid cap mutual funds after 1 year triggers Long-Term Capital Gains (LTCG) tax of 12.5% on profits exceeding ₹1.25 Lakhs per year. Redeeming within 1 year triggers Short-Term Capital Gains (STCG) tax of 20% on the total profit.