Hello sir i want to invest 20k in midcap & small cap mutual fund for next five years ...pls suggest some good mutual funds in this category
Ans: Investing in mid-cap and small-cap mutual funds can offer potential for growth over the long term, although they typically come with higher risk compared to large-cap funds. Here are some recommendations for mid-cap and small-cap mutual funds:
Axis Midcap Fund: This fund has a strong track record of performance and is managed by experienced fund managers. It focuses on investing in mid-cap companies with high growth potential.
Kotak Emerging Equity Fund: Known for its consistent performance, this fund primarily invests in emerging companies with the potential for significant growth. It follows a disciplined investment approach and has delivered competitive returns over the years.
Mirae Asset Emerging Bluechip Fund: This fund invests in both mid-cap and large-cap stocks, offering a blend of growth potential and stability. It has a proven track record of outperforming its benchmark index and peers.
DSP Midcap Fund: Managed by seasoned fund managers, this fund aims to invest in quality mid-cap companies with strong growth prospects. It follows a research-driven investment approach and has delivered competitive returns over the long term.
SBI Small Cap Fund: For exposure to small-cap companies, this fund is a popular choice among investors. It focuses on identifying high-quality small-cap stocks with the potential for significant appreciation.
Before investing, consider factors such as your risk tolerance, investment horizon, and financial goals. It's essential to review the fund's past performance, investment strategy, and expense ratio to make an informed decision. Additionally, consult with a Certified Financial Planner (CFP) for personalized advice tailored to your specific financial situation and goals.
Best Regards,
K. Ramalingam, MBA, CFP,
Chief Financial Planner,
www.holisticinvestment.in
