icici-prudential-midcap-fund-growth

quant-mid-cap-fund-growth-option-regular-plan

pgim-india-midcap-opportunities-fund-regular-plan-growth-option

motilal-oswal-midcap-fund-regular-plan-growth-option

<p>Nippon India Growth Fund from the house of Nippon India Mutual Funds reviewed in detail. The Nippon India Growth Fund invests in equity and equity-related securities of mid cap companies. The fund has an investment objective to generate long-term capital growth by investing its assets in equity and equity-related securities of midcap companies which are ranked 101st to 250th in terms of market capitalization. The minimum lumpsum amount is Rs.100 and the minimum SIP amount is also Rs.100. The fund managers of Nippon India Growth Fund are Mr. Tejas Sheth, Mr. Manish Gunwani, and Mr. Dhrumil Shah.</p><h3>Nippon India Growth Fund&nbsp;</h3><p>This is an open-ended equity scheme that primarily invests in mid-cap securities. The main investment objective of Nippon India Growth Fund scheme is long-term capital appreciation through investments in equity and equity-related securities. The fund was launched in October 1995.&nbsp;</p><figure class="image"><img src="https://lh6.googleusercontent.com/I11IXNOEnCpBHKcO3ZObV_BcIu1hwTShY3a9wFJNE5Lw3OehLYE2nSkNsrodKNBqhUy46OxsJW79AeR21vEHPrULv2YgpYwJAfet3Kl1U5cwkBwhlSgZNj072BIaxklj_7Fu-d4CkJ5tgjm4UWq4GWGI_RgfKBYNtQyQMOdfEXUVlZoaU2PpGPeSOns"></figure><h3>Investment Philosophy</h3><p>Nippon India Growth Fund invests in mid-cap companies with great potential to boost their profitability and a proven track record of good performance. The fund aims to identify companies that have the potential to become market leaders in the future. It follows the GARP or Growth at Reasonable Pricing style of investing and strives to invest in growth stocks at reasonable valuation.&nbsp;</p><h3>Entry and Exit Load</h3><p>Entry load is not applicable in Nippon India Growth Fund. However, an exit load of one percent is applicable in case an investor chooses to switch out or redeem mutual fund units within one month of the allocation of mutual fund units. No exit load is chargeable thereafter.&nbsp;</p><h3>Minimum Investment Requirement</h3><p>You can start investing in Nippon India Growth Fund with as low as INR 100, and invest any additional amount in the multiples of 1, thereon.&nbsp;</p><h3>Fund Manager&nbsp;</h3><p>The fund has been managed by Manish Gunwani since September 2017. Dhrumil Shah and Tejas Sheth are co-fund managers for Nippon India Growth Fund since February 2019 and May 2019, respectively.&nbsp;</p><h3>Other Funds by Nippon India Mutual Fund</h3><p>Nippon India Consumption Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Pharma Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Small Cap Fund</p><p>Nippon India Focused Equity Fund – Growth Plan – Growth Option&nbsp;</p><p>Nippon India Value Fund – Growth Plan&nbsp;</p><p>Nippon India Large Cap Fund – Growth Plan – Growth Option</p><p>Nippon India Index Fund – NIFTY 50 Plan – Growth Plan – Growth Option</p><h4>Frequently Asked Questions about Nippon India Growth Fund</h4><p>Q. What is the expense ratio and how much is it for Nippon India Growth Fund ?&nbsp;</p><p>A. The expense ratio is the annual fee a mutual fund company charges towards the maintenance of mutual fund schemes. This ratio is different for every mutual fund scheme. The expense ratio for Nippon India Growth Fund is 1.82 percent as on 24th September 2022.&nbsp;</p><p>Q. What is the fund size for Nippon India Growth Fund ?&nbsp;</p><p>A. The AUM (assets under management) or fund size for Nippon India Growth Fund as on 24th September 2022 is INR 13225.3 crores with net asset value or NAV of INR 2163.5.&nbsp;</p><p>Q. Is there any lock-in period for Nippon India Growth Fund ?</p><p>A. Lock-in period is typically applicable for tax saver mutual funds. Nippon India Growth Fund has no lock-in period and an investor can redeem or switch out his or her Nippon India Growth Fund units at any time post allocation. However, an exit load of one percent may be charged if you redeem/switch out within one month of mutual fund units allocation.&nbsp;</p><p>Q. What are the tax implications on returns from Nippon India Growth Fund ?</p><p>A. The returns from Nippon India Growth Fund are considered short term capital gains and taxed at 15 percent if the investment is redeemed within one year. However, in case you sell your Nippon India Growth Fund units after one year of investment, the returns are considered long-term capital gain and taxed at 10 percent on returns of INR 100000+ in a financial year.&nbsp;</p><p>Q. What is the current Nippon India Growth Fund NAV ?&nbsp;</p><p>A. The current Nippon India Growth Fund NAV is INR 2163.5 and has grown at a CAGR of 25 percent in the past three years.</p>

Nippon India Fund (Direct and Regular) Growth is an equity mutual fund scheme from Nippon India. Zfunds provides an overview, including returns, latest NAV, ratings etc.

nippon-india-growth-fund-growth-plan-growth-option

Nippon India Growth Fund Regular Growth | Nippon India Growth Fund NAV

<h2>About Axis Midcap Fund</h2><p>Axis Midcap Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in equity &amp; equity-related securities of mid size companies. The fund would focus on investing in larger companies within the category.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is S&amp;P BSE Midcap Index.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td><strong>Particulars</strong></td><td><strong>Minimum Amount</strong></td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.100 &amp; in multiples of Rs.1 thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td>Type</td><td>Minimum Amount</td><td>Minimum Installments</td></tr><tr><td>Monthly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Yearly</td><td>Rs.12,000 &amp; in multiples of Rs.1 thereafter</td><td>3</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load:</strong> Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>Axis Midcap Fund is suitable for investors with moderate to high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, Axis Midcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>Axis Midcap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td><strong>Assets</strong></td><td><strong>Minimum indicative allocation (% of total assets)</strong></td><td><strong>Maximum indicative allocation (% of total assets)</strong></td><td><strong>Risk Profile</strong></td></tr><tr><td>Equity &amp; Equity related securities of Mid-cap companies&nbsp;</td><td>75</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>25</td><td>High</td></tr><tr><td>Debt &amp; money market instruments</td><td>0</td><td>25</td><td>Low to Moderate</td></tr></tbody></table></figure><h2>Who should invest in Axis Midcap Fund?</h2><p>Mid-cap funds are those equity mutual funds that invest in the equity &amp; equity-related securities of the companies with ranks 101 to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large cap funds.The midcap stocks usually have a higher volatility than large caps &amp; lower volatility as compared to smallcaps.&nbsp;&nbsp;</p><p>Investments in Axis Midcap Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in different market capitalizations. The focus on investing in larger companies in the midcap segment makes investments in this fund relatively stable than other funds in the midcap category.</p><p>Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.</p><p><strong>Also Read:</strong> <a href="https://zfunds.in/m/best-mid-cap-mutual-funds">Best Mid Cap Funds to Invest in India</a></p><h3>Eligibility&nbsp;</h3><p>The following people are eligible for investing in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of Axis or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h2>How to invest in Axis Midcap Fund?</h2><p>You can invest in Axis Midcap Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p><p><strong>More Axis Funds:</strong></p><p><a href="https://zfunds.in/m/daily-sip">Daily SiP Plan</a></p><p><a href="https://zfunds.in/mutual-funds/axis-bluechip-fund-regular-plan-growth">Axis Bluechip Fund Regular Plan</a><br><a href="https://zfunds.in/mutual-funds/axis-long-term-equity-fund-regular-plan-growth">Axis Long Term Equity Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-multicap-fund-regular-plan-growth">Axis Multicap Fund Regular Plan Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-focused-25-fund-regular-plan-growth-option">Axis Focused 25 Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-small-cap-fund-regular-plan-growth">Axis Small Cap Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-liquid-fund-regular-plan-growth-option">Axis Liquid Fund Growth</a><br><a href="https://zfunds.in/mutual-funds/axis-esg-equity-fund-regular-plan-growth-option">Axis ESG Equity Fund Growth</a></p>

Axis Midcap Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.

axis-midcap-fund-regular-plan-growth

Axis Midcap Fund Regular Growth | Axis Midcap Fund Growth 2023

sbi-magnum-midcap-fund-regular-plan-growth

kotak-emerging-equity-scheme-growth

invesco-india-midcap-fund-growth-option

tata-mid-cap-growth-fund-regular-plan-growth

mahindra-manulife-mid-cap-fund-regular-plan-growth

<p>Mid cap mutual funds are those funds that invest a majority of their assets in mid cap equity stocks. Mid cap equity stocks are those stocks that are ranked 101st to 250th in terms of market capitalization. In this video, we have discussed our top recommended mid cap mutual funds.</p>

edelweiss-mid-cap-fund-regular-plan-growth-option

<h2>About HDFC Mid-Cap Opportunities Fund</h2><p>HDFC Mid-Cap Opportunities Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by predominantly investing in equity &amp; equity-related securities of mid-cap companies.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is NIFTY Midcap 100 Index TRI.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td>Particulars</td><td>Minimum Amount</td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; in multiples of Rs.1 thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td>Type</td><td>Minimum Amount</td><td>Minimum Installments</td></tr><tr><td>Daily</td><td>Rs.300 &amp; in multiples of Rs.1 thereafter</td><td>-</td></tr><tr><td>Weekly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Monthly (Less than Rs.1,000)</td><td rowspan="2">Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>12</td></tr><tr><td>Monthly (Equal to or greater than Rs.1,000)</td><td>6</td></tr><tr><td>Quarterly (Less than Rs.3,000)</td><td rowspan="2">Rs.1,500 &amp; in multiples of Rs.1 thereafter</td><td>4</td></tr><tr><td>Quarterly (Equal to or greater than Rs.3,000)</td><td>2</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load:</strong> Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>HDFC Mid-Cap Opportunities Fund is suitable for investors with moderate to high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, HDFC Mid-Cap Opportunities Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>HDFC Mid-Cap Opportunities Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><p>&nbsp;</p><figure class="table"><table><tbody><tr><td>Assets</td><td>Minimum indicative allocation (% of total assets)</td><td>Maximum indicative allocation (% of total assets)</td><td>Risk Profile</td></tr><tr><td>Equity &amp; Equity related securities of midcap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt &amp; Money Market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr><tr><td>REITs &amp; InVITs</td><td>0</td><td>10</td><td>Moderate to High</td></tr><tr><td>Non-convertible preference shares</td><td>0</td><td>10</td><td>Low to Moderate</td></tr></tbody></table></figure><h2>Who should invest?</h2><p>Mid-cap funds are those equity mutual funds that invest in equity &amp; equity-related securities of the companies which rank 101st to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large-cap funds. The midcap stocks usually have a higher volatility than large caps &amp; lower volatility as compared to smallcaps.&nbsp;&nbsp;</p><p>Investments in HDFC Mid-Cap Opportunities Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in different market capitalizations. The fund manager seeks to build a portfolio of stocks which have reasonable growth prospects, good financial strength, sustainable business models &amp; good valuations that offer potential long-term capital appreciation.</p><p>Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.</p><h3>Eligibility&nbsp;</h3><p>The following people are eligible for investing in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of HDFC MF or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h3>How to invest?</h3><p>You can invest in HDFC Mid-Cap Opportunities Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p>

hdfc-mid-cap-opportunities-fund-growth-plan

taurus-discovery-midcap-fund-regular-plan-growth

uti-mid-cap-fund-growth-option

bnp-paribas-mid-cap-fund-growth-option

<h2>About Franklin India Prima Fund</h2><p>Franklin India Prima Fund is an open-ended equity scheme primarily investing in stocks of mid-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide medium to long term capital appreciation &amp; income to the investors by making investments in equity &amp; equity-related securities of mid-cap companies.&nbsp;</p><h3>Benchmark</h3><p>The Benchmark of the scheme is Nifty Midcap 150 Index TRI.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td><strong>Particulars</strong></td><td><strong>Minimum Amount</strong></td></tr><tr><td>Minimum Application Amount</td><td>Rs.5,000 &amp; any amount thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.1,000 &amp; any amount thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td><strong>Type</strong></td><td><strong>Minimum Amount</strong></td><td><strong>Minimum Installments</strong></td></tr><tr><td>Monthly</td><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>12</td></tr><tr><td>Quarterly</td><td>Rs.1,000 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr></tbody></table></figure><h3>Loads</h3><p>Entry Load: Nil</p><p>Exit Load:</p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>Franklin India Prima Fund is suitable for investors with moderately high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, Franklin India Prima Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h3>Franklin India Prima Fund’s Asset Allocation</h3><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td><strong>Assets</strong></td><td><strong>Minimum indicative allocation (% of total assets)</strong></td><td><strong>Maximum indicative allocation (% of total assets)</strong></td><td><strong>Risk Profile</strong></td></tr><tr><td>Equity &amp; Equity related securities of mid-cap companies&nbsp;</td><td>65</td><td>100</td><td>Moderate to High</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>Moderate to High</td></tr><tr><td>Debt &amp; money market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr></tbody></table></figure><h2>Who should invest?</h2><p>Mid-cap funds are those equity mutual funds that invest in the equity &amp; equity-related securities of the companies with ranks 101st to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large cap funds. The midcap stocks usually have a higher volatility than large caps &amp; lower volatility as compared to smallcaps.&nbsp;&nbsp;</p><p>Investments in Franklin India Prima Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in mid sized companies. The fund manager will follow a bottom-up approach for stock picking &amp; invest in stocks of companies across sectors in the midcap space.</p><p>Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.</p><h3>Eligibility&nbsp;</h3><p>The following people are eligible for investing in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units&nbsp;</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of Franklin India MF or other mutual funds</li><li><a href="https://zfunds.in/m/alternative-investment-funds">Alternative Investment Funds</a></li><li>Others</li></ul><h2>How to invest?</h2><p>You can invest in Franklin India Prima Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224</p>

franklin-india-prima-fund-growth

<h2>About DSP Midcap Fund</h2><p>DSP Midcap Fund is an open-ended equity scheme primarily investing in the stocks of mid-cap companies.</p><h3>Investment Objective</h3><p>The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in equity &amp; equity-related securities of mid-cap companies.</p><h3>Benchmark</h3><p>The Benchmark of the scheme is NIFTY Midcap 100 Index TRI.</p><h3>Investment Details</h3><figure class="table"><table><tbody><tr><td><strong>Particulars</strong></td><td><strong>Minimum Amount</strong></td></tr><tr><td>Minimum Application Amount</td><td>Rs.500 &amp; any amount thereafter</td></tr><tr><td>Minimum Additional Investment</td><td>Rs.500 &amp; any amount thereafter</td></tr></tbody></table></figure><h3>SIP Details</h3><figure class="table"><table><tbody><tr><td>Type</td><td>Minimum Amount</td><td>Minimum Installments</td></tr><tr><td>Monthly</td><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr><tr><td>Quarterly</td><td>Rs.500 &amp; in multiples of Rs.1 thereafter</td><td>6</td></tr></tbody></table></figure><h3>Loads</h3><p><strong>Entry Load:</strong> Nil</p><p><strong>Exit Load:</strong></p><p>If units are redeemed or switched out within 1 year - 1%</p><p>If units are redeemed or switched out after 1 year - Nil</p><h3>Suitability</h3><p>DSP Midcap Fund is suitable for investors with moderate to high-risk appetite and looking to invest for a period of 7 years &amp; above.</p><h3>Taxation:</h3><p>As the fund predominantly invests in equity securities, DSP Midcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:</p><ul><li>If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.</li><li>If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.</li></ul><h2>DSP Midcap Fund’s Asset Allocation</h2><p>Under normal conditions, the pattern of asset allocation is as follows:</p><figure class="table"><table><tbody><tr><td>Assets</td><td>Minimum indicative allocation (% of total assets)</td><td>Maximum indicative allocation (% of total assets)</td><td>Risk Profile</td></tr><tr><td>Equity &amp; Equity related securities of mid-cap companies&nbsp;</td><td>65</td><td>100</td><td>High&nbsp;</td></tr><tr><td>Equity &amp; Equity related securities of other companies&nbsp;</td><td>0</td><td>35</td><td>High</td></tr><tr><td>Debt &amp; money market instruments</td><td>0</td><td>35</td><td>Low to Moderate</td></tr><tr><td>REITs &amp; InVITs</td><td>0</td><td>10</td><td>Moderate to High</td></tr></tbody></table></figure><h2>Who should invest?</h2><p>Mid-cap funds are those equity mutual funds that invest in the equity &amp; equity-related securities of the companies with ranks 101 to 250th in terms of market capitalization. These companies generally have higher growth potential as compared to large cap funds.The midcap stocks usually have a higher volatility than large caps &amp; lower volatility as compared to smallcaps.&nbsp;&nbsp;</p><p>Investments in DSP Midcap Fund can be made by investors who want to diversify their equity mutual fund portfolio by making investments in different market capitalizations. The fund manager seeks to build a portfolio of stocks which could become potential leaders in their respective sectors &amp; industries.&nbsp;&nbsp;</p><p>Investors looking to invest in equity funds with moderately high risk-reward characteristics could consider investments in this fund. The fund can be a good investment to achieve diversification in the investor’s equity portfolio.</p><h3>Eligibility&nbsp;</h3><p>The following people are eligible for investing in this scheme:</p><ul><li>Indian Resident Adults (single holder or on a joint basis)</li><li>Hindu Undivided Family</li><li>Partnership entities</li><li>Limited Liability Partnership units</li><li>Minor through parent or a legal guardian</li><li>Sole Proprietor</li><li>Corporates, PSUs &amp; others.</li><li>NRIs/POIs/OCIs</li><li>Banks &amp; Financial Institutions</li><li>Religious &amp; Charitable Trusts</li><li>Defense &amp; paramilitary units&nbsp;</li><li>Foreign Portfolio Investors</li><li>Pension/Provident/Gratuity Funds</li><li>Trustee, AMCs or Sponsors</li><li>Other schemes of DSP MF or other mutual funds</li><li>Alternative Investment Funds</li><li>Others</li></ul><h2>How to invest?</h2><p>You can invest in DSP Mid Cap Fund through any AMFI distributor, AMC, banks or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.</p>

ICICI Prudential MidCap Fund - Growth

Performance Graph

Returns Calculator

Write a Review

Investment Objective

Similar Funds

Riskometer

Top Holdings

Fund House