Category: Equity: Mid Cap |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY Midcap 150 TRI |
TER: 2.04% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,790.25 Cr As on (31-03-2024) |
Turn over: 64% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 12 months |
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 primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
Standard Deviation | 12.35 |
Sharpe Ratio | 1.28 |
Alpha | 0.14 |
Beta | 0.82 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 01-01-2013 | 49.38 | 23.77 | - | - | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 72.23 | 34.5 | 36.24 | 32.11 | 20.45 |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 68.74 | - | - | - | - |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.51 | 33.73 | 24.6 | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 65.28 | 30.17 | 29.72 | 25.5 | - |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 63.98 | 34.0 | 37.9 | 26.77 | 22.54 |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.27 | 28.3 | 23.56 | 19.91 | 20.5 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 59.57 | 30.33 | 30.69 | 25.17 | 20.39 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.41 | 33.05 | 30.31 | 24.01 | 21.13 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 57.4 | 27.29 | 25.58 | 22.65 | 20.84 |
Small Cap
12.41%
Others
5.98%
Large Cap
11.02%
Mid Cap
70.59%