Category: Equity: Mid Cap |
Launch Date: 01-12-2022 |
Asset Class: |
Benchmark: BSE 150 MidCap TRI |
TER: 1.95% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,717.74 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | Exit Load: In respect of each purchase / switch-in of units,1% - if Units are redeemed / switched-out within 365 days from the date of allotment. Nil if redeemed / switched out after 365 days from the date of allotment. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the Scheme is to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
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(%) |
---|---|---|---|---|---|---|
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.58 | 26.33 | - | - | - |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.98 | 33.62 | 28.08 | 31.0 | 17.18 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 19.59 | 34.24 | 31.83 | 37.91 | 17.29 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.69 | 31.12 | - | - | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.03 | 32.7 | 27.63 | 33.96 | 17.56 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.5 | 31.56 | 26.86 | 30.66 | 14.97 |
Franklin India Prima Fund-Growth | 01-12-1993 | 13.39 | 29.23 | 26.03 | 29.0 | 14.93 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.07 | 32.09 | 28.1 | 34.6 | 17.4 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.15 | 31.05 | 29.2 | 34.26 | 17.46 |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.5 | 27.18 | 23.5 | 31.66 | 17.46 |
Small Cap
6.37%
Others
3.43%
Large Cap
14.26%
Mid Cap
75.56%