Should You Choose Nifty Midcap150 Index or Active Midcap Funds? (6-Year Data)
In this Part 3 of the Index Investing Series, we compare Nifty Midcap 150 Index Fund with Active Midcap Mutual Funds to see which has truly created more wealth for investors. We’ll look at: 📊 6-year CAGR performance comparison 🔁 SIP returns ⚖️ Rolling return consistency 💡 What data tells us about choosing index vs active midcap funds If you’ve ever wondered whether to trust active fund managers or simply stay invested in the index — this video gives you clear, evidence-based answers. We use the Motilal Oswal Nifty Midcap 150 Index fund and compare it against HDFC Midcap fund, Edelweisss Midcap fund, Nippon India Midcap fund, Invesco Midcap fund and Motilal Oswal Midcap fund. 💬 Key takeaway: As markets evolve, consistency often matters more than outperformance. Understanding how often active funds beat the index — and for how long — is the key to smarter investing decisions. And do you really need to chase the Best Midcap fund in India? 🎯 Series Overview: This is Part 3 of the Index Investing Series, where we’ve already explored: 1️⃣ Nifty 50 vs Large Cap Funds - • Should I buy a Large Cap Fund or a Nifty 5... 2️⃣ Nifty 50 Equal weight vs Large Cap Funds - • Should I buy a Large Cap fund or Nifty 50 ... and now — the Nifty Midcap 150 vs Active Midcap Funds comparison. I suggest you watch the index investing series if you really like to know about index investing - • Index investing #IndexInvesting #NiftyMidcap150 #MidcapFunds #MutualFundsIndia #NiftyIndexFund #PassiveInvesting #InvestingWisely #moniwise #FinancialPlanning #WealthBuilding Mandatory disclosure Gopalakrishna Narayana Moni, is a SEBI registered Investment Adviser. Individual Investment Adviser SEBI Registration Number: INA000019664 Validity of registration: Nov 07, 2024 - Perpetual Registered Address - 75,76 F2, VGN Krona, Madhatown Extension, Gerugambakkam, Chennai, Tamil Nadu - 600122 Contact details of Principal Advisor Name - Gopalakrishna Narayana Moni Phone - +91 9845077841 email - [email protected] https://www.moniwise.org Investment in securities market are subject to market risks. Read all the related documents carefully before investing. This video is an educational video and should be treated as such.
