Large and Mid-Cap Mutual Funds are equity mutual funds and invest primarily in a mix of large and mid-sized companies. As opposed to a large-cap fund or mid-cap fund, these funds have the leeway to diversify their investments across a single fund. 4.4 Avg. app ratings1 Cr+ downloads ...
Among the Mutual Funds, it is the mid-cap Mutual Funds which are gaining momentum with good returns to the investors. Hence, the study is focused on the performance evaluation of the select mid-cap Mutual Funds viz., IDFC Premier Equity Fund, SBI Magnum Global Fund, HDFC Mid Cap ...
Blended Research® Mid Cap Equity Fund BMSLX Fact Sheet 11.85 - 12.96 10.11 35.33 19.59 08/19/2016 Blended Research® Small Cap Equity Fund BRSJX Fact Sheet 8.96 - 8.45 2.42 20.18 5.46 09/15/2015 Blended Research® Value Equity Fund BRUHX Fact Sheet ...
Mutual funds are a great way to invest in a variety of securities instead of buying individual stocks or bonds. Learn how to pick the best funds for your portfolio.
The Sit Mid Cap Growth Fund has higher risk and higher reward potentials. Investment Style The Fund invests in mid-cap size, growth-oriented stocks. Investment Adviser The Sit Mutual Funds’ investment adviser is Sit Investment Associates, Inc. It is an employee-owned firm founded in 1981 in ...
Interested in learning about mutual funds? Understand what they are, as well as some advantages and disadvantages of mutual funds before adding them to your portfolio.
Mid-cap Funds: Small-cap Funds: Assuming John invests in the same manner with a monthly SIP of $5,000 in each fund over a 5-year period, the total investment would be $240,000 ( $40,000 x 12 months x 5 years). With an assumed average annual return of 12%, the projected value...
L&T Midcap FundMotilal Oswal Multicap 35 Fund HDFC Mid-Cap Opportunities FundKotak Standard Multicap Fund Source: The Economic Times Mutual Fund Investment Objective Income Funds:If you’re looking for the reliability of investments based on returns, nothing will beat income funds. These funds invest...
3. Equity Funds Equity funds invest in stocks. Furthermore, there are different types of equity funds such as funds that specialize in growth stocks, value stocks, large-cap stocks, mid-cap stocks, small-cap stocks, or a combination of these stocks. ...
Stock Funds As the name implies, this fund invests principally in equity or stocks. Within this group are assorted subcategories. Some equity funds are named for the size of the companies they invest in: firms with small-, mid-, or large-sized capitalization. Others are named by their invest...