Category: Equity: Mid Cap |
Launch Date: 18-08-2022 |
Asset Class: |
Benchmark: S&P BSE 150 MidCap Index |
TER: 2.16% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,101.93 Cr As on (31-03-2024) |
Turn over: 48% | Exit Load: 1% will be charged for redemption within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 49.52 | - | - | - | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 71.02 | 35.1 | 36.55 | 33.08 | 20.79 |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.14 | - | - | - | - |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.96 | 35.04 | 24.7 | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.22 | 32.17 | 29.16 | 26.45 | - |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 61.23 | 29.31 | 24.01 | 20.85 | 20.76 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 61.22 | 34.34 | 36.71 | 27.21 | 22.62 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.41 | 31.89 | 30.69 | 26.12 | 20.76 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 57.26 | 29.9 | 26.87 | 20.8 | 19.25 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.12 | 34.21 | 30.02 | 25.03 | 21.44 |
Small Cap
14.74%
Others
7.91%
Large Cap
12.96%
Mid Cap
64.39%