{"id":1034,"date":"2024-04-22T06:51:59","date_gmt":"2024-04-22T06:51:59","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1034"},"modified":"2026-03-02T19:28:47","modified_gmt":"2026-03-02T19:28:47","slug":"how-is-the-lt-mid-cap-fund-for-an-investment-horizon-of-5-years","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/how-is-the-lt-mid-cap-fund-for-an-investment-horizon-of-5-years\/","title":{"rendered":"How is the L&amp;T Mid Cap Fund for an investment horizon of 5 years?"},"content":{"rendered":"\n<p>This fund has done better than the benchmark over the last 1\u20132 years and is a good fund to consider for one\u2019s portfolio. Being a mid cap fund, it has seen a draw down over the last several months.<\/p>\n\n\n\n<p><strong>What % of your portfolio should it occupy?<\/strong><\/p>\n\n\n\n<p>This depends on your risk profile and how much you are risk you wish to take? If your risk level is moderate, you may consider L&amp;T Large &amp; Mid cap fund that target a basket of 250 stocks. Take a risk profile&nbsp;<a href=\"https:\/\/www.jama.co.in\/app\/risk\/?utm_source=quora&amp;utm_medium=answer\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<p><strong>What time horizon?<\/strong><\/p>\n\n\n\n<p>The 5 years suggested may not be enough for a full equity cycle. A horizon of 8\u201310 years or more must be considered for investing in a higher risk fund class such as small caps.<\/p>\n\n\n\n<p>See More:&nbsp;<a href=\"https:\/\/www.jama.co.in\/direct-mutual-funds\/l&amp;t-mid-cap-fund\/best-equity-midcap-direct-plan-mutual-funds\/fund-684\/\" target=\"_blank\" rel=\"noreferrer noopener\">L&amp;T Mid Cap Fund<\/a><\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Mutual Fund Working Hard Enough?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you&#8217;re in the right scheme for your risk profile and investment horizon.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/better-funds-checker\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Compare Funds \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>This fund has done better than the benchmark over the last 1\u20132 years and is a good fund to consider for one\u2019s portfolio. Being a mid cap fund, it has seen a draw down over the last several months. What % of your portfolio should it occupy? This depends on your risk profile and how&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/how-is-the-lt-mid-cap-fund-for-an-investment-horizon-of-5-years\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How is the L&amp;T Mid Cap Fund for an investment horizon of 5 years?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[179,38],"tags":[],"class_list":["post-1034","post","type-post","status-publish","format-standard","hentry","category-fund-selection","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1034","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1034"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1034\/revisions"}],"predecessor-version":[{"id":3703,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1034\/revisions\/3703"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}