Mid Cap fund: How much invest in mid cap companies?

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A Mid Cap Mutual Fund primarily invests in companies with mid size market capital. 

💅Holding

As per SEBI regulations, these funds must invest at least 65% of their total assets in mid cap companies. The remaining portion may be invested in large cap, small cap, or cash to manage risk and liquidity.

🔑Growth

Mid cap companies are generally in the expansion phase of their business. 

They have higher growth potential than many established large cap companies.

🔑Stability

Mid cap fund is more stable than small cap fund. This gives investors an opportunity to benefit from long-term wealth creation.

👉Suitability

Mid Cap Mutual Funds are suitable for those investors who want a balance between growth and risk. 

They are often preferred by those who want less volatility than small cap funds but are willing to accept slightly higher risk than large cap funds. 

For investors with a long-term investment horizon of at least 7–10 years, mid cap mutual funds can be an excellent choice for building wealth.

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