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.
Midcaps occupy a unique position - established enough to be resilient, yet agile enough to compound rapidly.
Midcaps may offer relatively higher growth potential compared to large caps.
They are generally less volatile than small caps and potentially exhibit a better risk-return profile.
Exposure to sectors shaping tomorrow's economy.
Common misconceptions that keep investors away from an asset class with strong long-term credentials.
"Midcaps are less reliable businesses."
HOVER TO REVEAL →Midcaps are typically proven businesses entering expansion phase.
01/03"Midcap funds are only for experienced investors."
HOVER TO REVEAL →With a long-term horizon and SIP discipline, midcap funds can suit a wide range of investors, building wealth over time.
02/03"Midcap companies are not stable."
HOVER TO REVEAL →Several midcaps dominate their categories with consistent earnings & decades of operating history.
03/03An investor education and awareness initiative by Edelweiss Mutual Fund. All Mutual Fund Investors have to go through a one-time KYC process. Investors should deal only with Registered Mutual Fund (RMF). For detailed process of change of KYC please visit - https://www.edelweissmf.com/kyc-norms. Investors shall transact ONLY with SEBI Registered Mutual Funds listed under Intermediaries / Market Infrastructure Institutions on the SEBI website - https://www.sebi.gov.in/intermediaries.html. For any queries, complaints & grievances, redressal, investors may reach out to the AMC / Client Experience Officer. Investors may raise online complaints through the SCORES portal : https://scores.sebi.gov.in/scores-home.