Mid Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
5881.65 Cr.
(As of 31 Jan, 2021)
Benchmark
IISL NIFTY Midcap 100 PR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.
Fund manager
S.N. Lahiri
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Emami Ltd Ordinary Shares
5.07%
Mphasis Ltd
4.57%
Bayer CropScience Ltd
3.79%
Syngene International Ltd
3.38%
Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.
This fund is rated 3 stars by Morning Star Ratings.
L&T Investment Management Ltd We, at L&T Mutual Fund, follow a disciplined approach to investment and risk management for delivering superior long-term risk-adjusted performance. L&T Mutual Fund has a robust monitoring and risk management process that ensures checks and balances at every stage. Here’s a step-by-step process of our investment philosophy.