Equity mutual funds have different types of categories based on the segment of themarket, 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.

• More sensitive to overall market volatility.

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.

Introduction

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 2,64,165Rs. 1,00,000 Invested 5 years

back

Rs. 1,09,908Rs 1,000 SIP Invested 5 years

back

Objective : - To seek to generate

long-term capital appreciation by

investing primarily in companies with

high growth opportunities in the

middle and small capitalization

segment.

0.84

BNP Paribas Mid Cap Fund (G)

2.54%

Rs. 477.26 Crore

2.52%

1 Year

Return

3 Year

Return5 Year

Return

2.70% 28.44% 21.44%

3.97% 23.49% 24.45%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 2,48,710Rs. 1,00,000 Invested 5 years

back

Rs. 1,12,954Rs 1,000 SIP Invested 5 years

back

Objective: To generate long-term

capital appreciation from a portfolio of

equity and equity related securities, by

investing predominantly in mid and small

cap companies.

0.81

Kotak Emerging Equity Fund (G)

3.51%

Rs. 776.16Crore

2.69%

1 Year

Return

3 Year

Return5 Year

Return

6.41% 30.17% 19.99%

12.35% 29.69% 25.59%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

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Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 2,59,724Rs. 1,00,000 Invested 5 years

back

Rs. 1,15,384Rs 1,000 SIP Invested 5 years

back

Objective: To achieve capital

appreciation by investing primarily

in midcap stocks

0.90

UTI Mid Cap Fund (G)

2.92%

Rs. 3,057.25Crore

2.42%

1 Year

Return

3 Year

Return5 Year

Return

0.88% 32.58% 21.03%

4.87% 27.30% 26.48%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

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rely on historical data. Historical/ past performance is not a

guarantee of future returns. The information and views

presented here are prepared by AdviseSure Investment

Advisors. The information contained herein is based on our

analysis and upon sources that we consider reliable. We,

however, do not vouch for the accuracy or the completeness

thereof. This material is for personal information and we are not

responsible for any loss incurred based upon it. This document

is solely for the personal information of the recipient. The

investments discussed or recommended here may not be

suitable for all investors. Investors must make their own

investment decisions based on their specific investment

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information or analysis mentioned here, investors may please

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person connected with any associated companies of

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independent evaluation of an investment in the securities of

the companies referred to in this document (including the

merits and risks involved), and should consult their own advisors

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