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1/5
Mid-cap funds to watch out for
Value Research Fund Rating: ****
Net Assets: Rs 2,788.8 crore
3-Month Returns: 13.01%
6-Month Returns: 27.37%
1-Year Returns: 24.42%
3-Year Returns: 36.93%
5-Year Returns: 24.19%
Expense Ratio: 1.92%
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2/5
Mid-cap funds recommendations
Value Research Fund Rating: *****
Net Assets: Rs 5,734.93 crore
3-Month Returns: 6.81%
6-Month Returns: 26.67%
1-Year Returns: 20.25%
3-Year Returns: 34.85%
5-Year Returns: 21.78%
Expense Ratio: 1.79%
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3/5
Mutual fund: Mid-cap funds to buy
Value Research Fund Rating: *****
Net Assets: Rs 12,555.20 crore
3-Month Returns: 7.01%
6-Month Returns: 25.09%
1-Year Returns: 19.88%
3-Year Returns: 33.70%
5-Year Returns: 21.80%
Expense Ratio: 1.78%
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4/5
Best mid-cap funds to invest in
Value Research Fund Rating: ****
Net Assets: Rs 18,343.36 crore
3-Month Returns: 10.09%
6-Month Returns: 30.78%
1-Year Returns: 26.11%
3-Year Returns: 32.61%
5-Year Returns: 22.34%
Expense Ratio: 1.69%
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5/5
Top-performing mid-cap funds
Value Research Fund Rating: ****
Net Assets: Rs 11,919.25 crore
3-Month Returns: 11.05%
6-Month Returns: 27.96%
1-Year Returns: 22.49%
3-Year Returns: 31.59%
5-Year Returns: —
Expense Ratio: 1.71%
ET Wealth collaborates with Value Research to identify the top-performing funds across categories. Annualised returns in % as on October 4, 2023.
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