This five-star crisis-rated best mid-sized fund 22,000 rupees/month sip will make you a corrorepati in 11 years: Check details
Senior Medium Funds in 5 Years: If you are confident in India’s economy and this latest correction doesn’t upset you, then you as a smart investor must keep investing because it is probably the wisest appeal unless there are some cases. Nevertheless, if you want to know how to build on the SIP route, here we will be investing in the best mid-sized funds in a 5-year course.
The annual medium-sized fund's diet is impressive, with an age of 20.63%
The mid-cap fund has the highest sip return, reaching 21.55%, while the annual yield is a staggering 36.61%. By comparison, the average category returns 30%.
Similarly, as a symbol of credibility, rating company Crisil rated the fund as a 5-star rating.
Return to calculation
The fund will receive over Rs 1 crore in 11 years of 22,000 per month. Although the fund's one-time payments of 11 years ago will be as high as Rs 9,724 crore, with an age of 22.95%.
Fund's portfolio
The fund's top ten holdings include Coforge, Persistent Systems, Kalyan Jewelers, Polycab India, Trent, Max Healthcare, a 97 Communications, Max Healthcare, Dixon Technologies, Bharti Hexacom and Kei Industries.
Fund Overview
Here we are talking about Motilal Oswal Medium Fund – Direct Program (G) – with a fund size of Rs 26,028 crore and a fee ratio of 0.68% – a decrease compared to the category average. The fund last commanded a NAV of Rs 103.86.
Since its launch in 2014, the fund has returned more than 23%, while its performance is based on the Nifty MidCAP 150 TRI.
The decision on the minimum SIP amount and minimum one-time investment of the fund is Rs 500.
Niket Shah has been managing the fund since 2018.
Disclosure:
Past returns should not be the only criterion for investment. Always check your risky appetite and future financial goals to make investment decisions.
