Best Mid-Cap Funds

Here is a piece of detailed information about the best mid-cap funds (ULIP) available in the financial market these days.

Best Mid-Cap Funds

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

1. 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%.

2. 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%.

3. 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%.

4. 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%.

5. Max Life Insurance High Growth Fund

   Following are the main highlights of 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%.

6. 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%.

7. 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%.

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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