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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 fundsis Mid-Cap equity mutualfunds. 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-capcompanies.

More sensitive to overall market volatility.

There are many Mid-Cap Mutual Funds in the market but finding the best funds is a difficulttask. Thus, we have analysed the diversified equity mutual funds based on their 3 yearsCAGR and beta to find the funds that can give higher returns at minimum risk.

Introduction

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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 byinvesting 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 YearReturn

3 YearReturn

5 YearReturn

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

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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 ofequity and equity related securities, by

investing predominantly in mid and smallcap companies.

0.81

Kotak Emerging Equity Fund (G)

3.51%

Rs. 776.16Crore

2.69%

1 YearReturn

3 YearReturn

5 YearReturn

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 primarilyin midcap stocks

0.90

UTI Mid Cap Fund (G)

2.92%

Rs. 3,057.25Crore

2.42%

1 YearReturn

3 YearReturn

5 YearReturn

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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