Invest in These Best Mid-Cap Mutual Funds in January 2025
Mid-cap mutual funds invest in medium-sized companies. According to SEBI norms, mid-cap schemes are required to invest in companies that are between 101 and 250 in market capitalisation.
Most of the mutual fund investors are concerned about the valuations in the mid-cap space. If mid-cap companies don’t fulfil their promises, in that case, the market punishes such companies. Some of these companies may have a management team that is not trustworthy. Even corporate governance is an area that bothers most mid-cap and small-cap companies. In such cases, markets again punish those companies strictly.
That is why investing in mid-cap companies is more risky. As a mutual fund investor, you cannot ignore these aspects of investing in mid-cap companies. You can invest in this scheme if you have a high-risk appetite. The investment horizon to invest in this fund is 7-10 years. A long-term investment plan can help investors manage the volatility better.
Mid-cap stocks have seen a strong rally in the last few months, giving investors great returns on their investments in mid-cap funds. On average, mid-cap funds delivered a return of 28.84% in 2024.
Best mid-cap mutual funds to invest in January 2025:
- Axis Mid-cap Fund
- PGIM India Mid-cap Opportunities Fund
- Invesco India Mid-cap fund
- Kotak Emerging Equity Fund
- Tata Mid-cap Growth Fund
If you want to invest in a mid-cap scheme, then you can consider investing in these best mid-cap funds. Invesco India Mid-cap Fund has been in the top second quartile for the past eight months. Axis Mid-Cap Fund has been in the top fourth quartile for the past 18 months. Tata Mid-cap Growth Fund has been in the top third quartile in the past month before the scheme had been in the top second quartile. PGIM India Mid-cap Opportunities Fund has been in the top fourth quartile for the past nine months.
