GENERAL6 Sept 2026
Mid cap mutual fund: 4 schemes with over 18% CAGR in 5 years - Are these funds part of your portfolio?
If mutual funds are part of your plan, here's what you should know. As per SEBI rules, a mid cap fund has to keep at least 65% of its total assets in equity and equity-related instruments of mid cap companies. Four schemes delivered over 18% CAGR in five years. The report shares their latest NAV, AUM and expense ratio. Useful before you decide.
Key Statutory Highlights
- SEBI regulations require a mid cap mutual fund to invest at least 65% of total assets in equity and equity-related instruments of mid-cap companies.
- Four mid cap mutual fund schemes have posted over 18% CAGR over a 5-year period.
- The report lists details like latest NAV, AUM and expense ratio for these four schemes.
Actionable Advice for Taxpayers / Founders:Review the details of these four schemes carefully before adding any mid cap fund to your portfolio.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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