Best Mid-Cap Funds^~

Best Mid-Cap Funds^≈

Here is a list of top mid-cap funds in the financial market.

Disclaimer: ≈ Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is done in alphabetical order (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

1. Aditya Birla Capital Multiplier

   Following are the main highlights of Aditya Birla Capital Multiplier Fund:

   • The date of inception of this fund is 30th October 2007.

   • Total fund size id Rs. 623 crores approximately.

   • The Net Value Asset (NAV) stands at 84.63% currently.

   •  98.74% is the total assets in stocks.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of stock holdings is 86.

   • The top 10 holding is 21.62%.

   • 5 year returns are 8.53%, 7 years is 12.06%, whereas 10 year returns under the fund are 16%.

2. Axis Max Life Insurance High Growth Fund

   Following are the main highlights of Axis Max Life Insurance High Growth Fund:

   • The date of inception of this fund is 26th February 2008.

   • Total fund size id Rs. 1,565 crores approximately.

   • The Net Value Asset (NAV) stands at 49.22% currently.

   • 93.70% is the total assets in stocks.

   • The fund falls under the category of India Insurance Mid-cap.

   • The number of stock holdings is 70.

   • The top 10 holding is 30.54%.

   • 5 year returns are 13.10%, 7 years is 13.44%, whereas 10 year returns under the fund are 15.21%.

3. Bajaj Allianz Accelerator Mid-Cap Fund II

   Following are the main highlights of Bajaj Allianz Accelerator Mid-Cap Fund II:

   • The date of inception of this fund is 4th January 2010.

   • Total fund size id Rs. 4,255 crores approximately.

   • The Net Value Asset (NAV) stands at 43.39% currently.

   • 98.62% is the total assets in stocks.

   • The fund falls under the category of India Insurance Mid-cap.

   • The number of stock holdings is 88.

   • The top 10 holding is 22.49%.

   • 5 year returns are 7.14%, 7 years is 12.44%, whereas 10 year returns under the fund are 15.10%.

4. HDFC Life Opportunities Fund

   Following are the main highlights of HDFC Life Opportunities Fund:

   •  The date of inception of this fund is 4th January 2010.

   • Total fund size id Rs. 27,193 crores approximately.

   • The Net Value Asset (NAV) stands at 39.95% currently.

   • 76.96% is the total assets in stocks.

   • The fund falls under the category of India Insurance Mid-cap.

   • The number of stock holdings is 60.

   • The top 10 holding is 24.32%.

   • 5 year returns are 8.08%, 7 years is 11.81%, whereas 10 year returns under the fund are 14.61%.

5. PNB Met Life Virtue II

   Following are the main highlights of PNB Met Life Virtue II Fund:

   • The date of inception of this fund is 8th January 2010.

   • Total fund size id Rs. 1,309 crores approximately.

   • The Net Value Asset (NAV) stands at 39.64% currently.

   • The number of equity holdings is 129, whereas other holdings are 5.

   • The fund falls under the category of India Insurance Multi-cap.

   • The top 10 holding is 27%.

   • 5 year returns are 14.32%, 7 years is 13.18%, whereas 10 year returns under the fund are 15.58%.

6. TATA AIA Life Insurance Top 200 Fund

   Following are the main highlights of TATA AIA Life Insurance Top 200 Fund:

   • The date of inception of this fund is 12th January 2009.

   • Total fund size id Rs. 2,442 crores approximately.

   • The Net Value Asset (NAV) stands at 48.27% currently.

   • The fund falls under the category of India Insurance Mid-cap.

   • The number of equity holdings is 29, whereas other holdings are 3.

   • The top 10 holding is 33%.

   • 5 year returns are 16.18%, 7 years is 17.25%, whereas 10 year returns under the fund are 17.17%.

7. Tata AIA Life – Whole Life Mid Cap Equity Fund

   Following are the main highlights of TATA AIA Life Whole Life Mid Cap Equity Fund:

   • The date of inception of this fund is 8th January 2007.

   • Total fund size id Rs. 8,405 crores approximately.

   • The Net Value Asset (NAV) stands at 73.96% currently.

   • 70% is the total assets in stocks.

   • The number of stock holdings is 45.

   • The top 10 holding is 23.56%.

   • 5 year returns are 10.80%, 7 years is 13.85%, whereas 10 year returns under the fund are 19.08%.

To sum up!

Mid Cap Funds are beneficial investment options for investors willing to take high risks for higher returns. These funds are ideal for investors having a huge capital and are in a position to risk their money in life. However, an investor must be aware of the financial market and deeply understand how it works before putting their hard-earned money in any funds.

Happy investing!

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