This presentation covers all the details on Mid Cap Funds. It gives an investor a clear overview about the given mutual fund category. The presentation also covers the brief information on top performing mid cap funds individually.
An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day. Most ETFs track an index, such as a stock index or bond index. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features. ETFs are the most popular type of exchange-traded product.
An ETF combines the valuation feature of a mutual fund or stock, which can be bought or sold at the end of each trading day for its net asset value, with the tradability feature of a closed-end fund, which trades throughout the trading day at prices that may be more or less than its net asset value. Closed-end funds are not considered to be ETFs, even though they are funds and are traded on an exchange.
Only authorized participants, which are large broker-dealers that have entered into agreements with the ETF's distributor, actually buy or sell shares of an ETF directly from or to the ETF, and then only in creation units, which are large blocks of tens of thousands of ETF shares, usually exchanged in-kind with baskets of the underlying securities. Authorized participants may wish to invest in the ETF shares for the long-term, but they usually act as market makers on the open market, using their ability to exchange creation units with their underlying securities to provide liquidity of the ETF shares and help ensure that their intraday market price approximates the net asset value of the underlying assets. Other investors, such as individuals using a retail broker, trade ETF shares on this secondary market
An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day. Most ETFs track an index, such as a stock index or bond index. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features. ETFs are the most popular type of exchange-traded product.
An ETF combines the valuation feature of a mutual fund or stock, which can be bought or sold at the end of each trading day for its net asset value, with the tradability feature of a closed-end fund, which trades throughout the trading day at prices that may be more or less than its net asset value. Closed-end funds are not considered to be ETFs, even though they are funds and are traded on an exchange.
Only authorized participants, which are large broker-dealers that have entered into agreements with the ETF's distributor, actually buy or sell shares of an ETF directly from or to the ETF, and then only in creation units, which are large blocks of tens of thousands of ETF shares, usually exchanged in-kind with baskets of the underlying securities. Authorized participants may wish to invest in the ETF shares for the long-term, but they usually act as market makers on the open market, using their ability to exchange creation units with their underlying securities to provide liquidity of the ETF shares and help ensure that their intraday market price approximates the net asset value of the underlying assets. Other investors, such as individuals using a retail broker, trade ETF shares on this secondary market
Hi, here is the presentation that shows how you can make more money from a Debt Mutual Fund over a conventional Fixed Deposit. Invest your 5-10 minutes and you could make thousands of bucks! Make your money more productive!
20-Feb-2016: Updated as per changed tax rules; more useful content added, less useful deleted.
With the help of this presentation you will know about hybrid mutual fund and its types which will help you to opt the best one that will help you to meet your financial goals in best possible way.
Better Credit Quality Fund Bouquet – A Good iciciprumf
Considering the current market volatility and attractive spreads that corporate bonds offer over the repo, we believe that the best strategy may be to invest in a portfolio with higher
exposure towards corporate bonds and money market instruments with low to moderate duration, which may provide better risk adjusted returns.
Hi, here is the presentation that shows how you can make more money from a Debt Mutual Fund over a conventional Fixed Deposit. Invest your 5-10 minutes and you could make thousands of bucks! Make your money more productive!
20-Feb-2016: Updated as per changed tax rules; more useful content added, less useful deleted.
With the help of this presentation you will know about hybrid mutual fund and its types which will help you to opt the best one that will help you to meet your financial goals in best possible way.
Better Credit Quality Fund Bouquet – A Good iciciprumf
Considering the current market volatility and attractive spreads that corporate bonds offer over the repo, we believe that the best strategy may be to invest in a portfolio with higher
exposure towards corporate bonds and money market instruments with low to moderate duration, which may provide better risk adjusted returns.
The presentation covers all the details about Reliance Multi Cap Fund like - What is Reliance Multi Cap Fund, Why to Invest?, Fund Details, Where Does it Invest?, Top Holdings, Performance History, Fund Manager and Who Should Invest in Reliance Multi Cap Fund.
Edelweiss Mid Cap Fund Details | Edelweiss MFJuneRobert1
Edelweiss midcap fund seeks to generate capital appreciation from a diversified portfolio investment in midcap companies. To invest in mid cap mutual funds visit Edelweiss MF today.
Have a look at consistent performer of category i.e. L&T India Value Fund G with the help of this presentation. Know abot this scheme's investment details in order to plan your investment.
Who we are
Established in 1984, We, RKFS, offer the best financial services to put the client first. We are an independent company in the financial consultancy sector, which aims to provide consultancy and the best guidance to every client to invest in creating a future with financial freedom for the client and their family and provide customized client services as per the requirement.
Invest in creating wealth and protecting your future.
In today's world, creating wealth for us and the future generation is essential. We at R K Financial Services Group (RKFS Group) truly believe in creating wealth for the present and future. Our target is to provide the best professional solution with a personal touch to each client.
With over 3.5 decades of experience in the financial sector, we are a one-stop shop for all your financial & investment management solutions delivered with the most personalized & professional attitude and transparent & ethical business practices.
Demat account is of paramount importance because the entire financial system of managing, trading, and investing in the stock market in India is now digital. Thus, Demat and trading accounts are the essential thing of the moment for providing users with an effortless experience. The same Demat account can be used for investments in stocks, a Demat account for mutual funds, a Demat account for bonds, and a Demat account for insurance in electronic form. This account helps the investor keep their investments in order and provides an easy way to purchase or sell any product they wish to trade in. A Demat account can be more than an account that holds securities. With the help of digitisation, it can contribute to transparency in the market and provide better regulation.
Mutual Funds Investments
A mutual fund is an investment product where funds from numerous investors are invested and actively managed by an expert fund manager. The fund manager can put this pooled amount to invest in stocks, bonds, gold, or any blend of these.
Contribute through Lumpsum and SIP
Low exchange cost
Enhancement of portfolio
Liquidity and Tax reductions
Increased chance of effective money management
www.rkfs.org
Hdfc Prudence Fund - What a successful journey so far...Pradip Chinnakonda
One of my favourite Fund, a fund managed by Shri Prashant Jain who has brought laurels to HDFC AMC and himself. The dividend yield consistency is so good that we have started recommending this fund as a pension fund. A fund which all investor should have in their portfolio.
The benefits of investing in mutual fundselearnmarkets
This slide talks about how mutual fund works and the benefit of investing in a mutual fund. As a small investor, you may find that it is not possible to buy shares of larger corporations. Mutual funds generally buy and sell securities in large volumes which allow investors to benefit from lower trading costs. The smallest investor can get started on mutual funds because of the minimal investment requirements.
Why Mutual Fund
Sahi Hai?How do you get the Retu
rns in
Mutual Funds?
What is Systematic
Investment Plan (SIP)
in Mutual Fund ?
Nifty started with a dull note at 16887, on 3rd October 2022 but closed at 18012
ICICI Prudential Equity Schemes Bluebook | September 2022iciciprumf
Equity in your portfolio can be your solution for long term wealth creation. There's a scheme for each one of you depending on your goal.
To know more about key equity offerings- read our Equity Product bouquet "Equity Bluebook"
Looking for investment in small cap funds then L&T emerging businesses fund will be the best choice you will make. Before investing your money know about this scheme in detail with the help of this presentation.
The presentation covers all the details about Tata AMC. It gives an investor a clear overview on Tata Mutual Fund that an investor wants to know. It covers an overview on tata mutual funds with brief description on all its top performing tata schemes and the fund management staff.
The presentation covers all the details on mutual fund sip calculator. It gives an investor a clear overview about the sip calculator. The presentation covers the the most relevant topics of sip return calculator, like - brief overview on sip and sip calculator, how to use sip calculator, how to calculate, benefits of sip calculator, how does it works, and things to consider.
Looking for top SBI schemes to invest online then this piece of content is suitable for you. Look at the complete investment details of SBI schemes and invest your money according to your goals.
The presentation covers all the details about TATA Retirement Savings Fund. It gives an investor a clear overview and covers the the most relevant topics of TATA Retirement Savings Fund, like - Why Is it Necessary to Plan a Retirement?, How Can Mutual Funds Help in Retirement Planning?, Overview on all types of TATA Retirement Savings Fund i.e. its Progressive, Moderate, and Conservative Plans. Also covers the TATA Retirement Savings Fund 's Features and Fund Managers.
The presentation covers all the details about types of equity mutual funds. It gives an investor a clear overview on Equity Funds. The presentation covers the the most relevant topics of equity mutual fund that an investor wants to know, like - what are equity mutual funds, classification of equity mutual funds on the basis of market capitalization, investment style, theme and tax. Also explians how to choose the best category of equity mutual funds and best equity mutual funds and how to achieve superior returns from equity funds?
It gives an investor a clear overview about the Aditya Birla Sun Life Mutual Funds. The presentation covers the the most relevant topics of ABSL Mutual Fund that an investor wants to know, like - its Top Performing Funds, Who Should Invest and the Fund Management Staff of Aditya Birla Mutual Fund.
Start your systematic investment plan in HDFC Equity Fund to gain long term capital appreciation. MySIPonline helps you to provide all details regarding the fund performance, returns, NAV, portfolio allocation and fund managers.
The presentation covers all the details about Tata Equity PE Fund. It gives an investor a clear overview about the given Scheme. The presentation covers the the most relevant topics of Tata Equity P/E Fund that an investor wants to know before investing, like - Past Performance Analysis, Sector Allocation, Investment Strategy, Portfolio and the Fund Managers.
L&T Infrastructure Fund is the best mutual fund scheme in Thematic Infrastructure Fund. The Prime aim of this scheme is to provide maximum growth and high returns for it's investors. The L&T Infrastructure NAV is also quite worthy and affordable. So View the presentation and get to know all about the L&T Infrastructure Fund Growth.
HDFC Top 200 Fund, The star player of HDFC mutual Fund house is now renamed as HDFC Top 100 Fund. The prime aim of this fund is to provide maximum growth. The NAV of this fund is also very less and affordable. So go through the presentation attached and get all the details of this fund.
Get an overview on Aditya Birla Tax Relief 96 Fund. The presentation covers the the most relevant information on Aditya Birla Tax Relief 96 Fund G that an investor wants to know. It covers its investment style and objective, Portfolio Analysis, Past Performance, Sector Allocation, Fund Manager and the investment strategy or tips for investors.
Begin your investment in l&t mutual funds with the help of online platform MySIPOnline that helps you to meet all your financial needs in best possible way. Choose best L&t schemes under guidance of expert team.
Start investing in Aditya Birla Sun Life mutual funds online in India through MySIPonline. The presentation covers all the details about Aditya Birla Sun life AMC. It covers the the most relevant topics like - History, Fund Varieties, Top Performing Mutual Funds, its features, Management Team, and how to invest through MySIPonline with its benefits.
The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
This infographic shows the details on Reliance Tax Saver Fund which includes its objective, strategy, performance and the overview. So start your investment in Reliance Tax Saver Fund G online through My SIP Online
Without analysing your mutual fund investment strategies you cannot make right investment decisions so visit My SIP Online and track performance of hdfc mid cap opportunities fund growth in order to check out minute details of it. Invest in hdfc midcap opportunities scheme in order to fulfil your dreams.
More from MySIPonline - Simplifying Investments (18)
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
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Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Skye Residences | Extended Stay Residences Near Toronto Airportmarketingjdass
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Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
2. What is a Mid Cap Fund?
• It is a mutual fund that predominantly invests in equities of mid cap companies
• Firms which rank between 100th
to 251st
position in terms of market capitalisation are called mid cap
companies
• Mid-cap funds possess higher risk than large-cap funds but can provide better returns as the
companies in the mid-cap section have plenty of opportunities to grow and are more stable than small-
cap industries.
3. Top Performing Mid-Cap Funds for 2019
Mid-cap stocks are recovering from downtrends of 2018 and can be quite beneficial for 2019.
Following mid-cap funds are much likely to be the top performers in FY 2019-20.
• L&T Midcap Fund
• DSP Midcap Fund
• Invesco India Mid Cap Fund
• ICICI Prudential Midcap Fund
• Kotak Emerging Equity Scheme
4. Basic Comparison
Launch Date
AUM (Rs
crore)
Expense Ratio
Standard
Deviation
L&T Midcap Fund 9-Aug-04 4,390 2.13% 15.19
DSP Midcap Fund 14-Nov-06 6,134 2.01% 15.57
Invesco India Mid Cap Fund 19-Apr-07 349 2.47% 15.04
ICICI Prudential Midcap Fund 28-Oct-04 1,689 2.41% 14.39
Kotak Emerging Equity Scheme 30-Mar-07 4,091 2.29% 15.09
5. L&T Midcap Fund
Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -6.58 17.04 21.73 22.75
Benchmark -6.14 13.72 17.34 18.02
Category Average -5.86 12.58 18.01 21.49
L&T Midcap Fund has been a consistent performer and has delivered outstanding returns in the positive as well
as negative market conditions.
6. DSP Midcap Fund
Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -3.89 14.84 19.94 22.64
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
DSP Midcap Fund is a highly chosen mid-cap scheme which has delivered high returns in the long term and has
been much impressive in the negative market conditions.
7. Invesco India Mid Cap Fund
Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund 0.26 14.26 19.19 23.6
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
Invesco India Mid Cap Fund is a less volatile mid-cap scheme but can be highly beneficial in the favourable market
conditions.
8. ICICI Prudential Midcap Fund
Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -5.42 14.11 18.9 20.24
Benchmark -8.28 14.03 19.62 19.53
Category Average -5.68 12.45 18.56 21.29
ICICI Prudential Midcap Fund has higher allocation in small-cap stocks but is less volatile and has delivered
consistent returns in the long term.
9. Kotak Emerging Equity Scheme
Trailing Returns
Time Period 1 year 3 year 5 year 10 year
Fund -4.6 14.32 22.28 20.65
Benchmark -6.32 13.57 17.84 17.83
Category Average -5.68 12.45 18.56 21.29
Kotak Emerging Equity Scheme has been quite beneficial in recent years and has the potential to deliver highest
returns in the category.
10. Who Should Invest in Mid-Cap Funds?
• Investors who seek for long term capital gains from mid-cap stocks.
• Investors must be prepared to take high risk
• Investments should be held for more than 5 years for better returns
• Conservative or short term investors should avoid these schemes
• Investors must not choose a mid cap fund as only scheme in the
portfolio
11. Start Investing Today for Remunerative Growth
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as
on 15-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.