Chapter One

Did you Know

Midcap companies often combine agility, innovation, and leadership potential making them an important part of India’s evolving economy.

Chapter Two

What is a
Midcap Fund?

A Midcap Fund invests primarily in mid-sized companies ranked between 101-250 by market capitalisation. These businesses are often in a phase of business expansion and accelerated growth potential making them an important part of India’s evolving economy.

The fund invests a minimum of 65% in midcap equities, while the remaining allocation may include large-cap and small-cap stocks.

Chapter Three

Why should you consider
Midcap Funds?

Midcaps occupy a unique position - established enough to be resilient, yet agile enough to compound rapidly.

01

Growth Potential

Midcaps may offer relatively higher growth potential compared to large caps.

02

The Sweet Spot

They are generally less volatile than small caps and potentially exhibit a better risk-return profile.

03

Emerging Sectors

Exposure to sectors shaping tomorrow's economy.

  • Auto Components
  • Electrical Equipment
  • Chemicals & Petrochemicals
  • Capital Markets
  • Industrial Products
  • Fertilizers & Agrochemicals
Setting the Record Straight

Myths vs Facts

Common misconceptions that keep investors away from an asset class with strong long-term credentials.

MYTH

"Midcaps are less reliable businesses."

HOVER TO REVEAL →
FACT

Midcaps are typically proven businesses entering expansion phase.

01/03
MYTH

"Midcap funds are only for experienced investors."

HOVER TO REVEAL →
FACT

With a long-term horizon and SIP discipline, midcap funds can suit a wide range of investors, building wealth over time.

02/03
MYTH

"Midcap companies are not stable."

HOVER TO REVEAL →
FACT

Several midcaps dominate their categories with consistent earnings & decades of operating history.

03/03

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