Category: Equity: Mid Cap |
Launch Date: 01-12-2022 |
Asset Class: |
Benchmark: BSE 150 MidCap TRI |
TER: 1.97% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,607.8 Cr As on 31-03-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% if 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 Scheme seeks to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies.
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 | 6.86 | 24.15 | - | - | - |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.11 | 32.73 | 23.44 | 29.71 | 16.83 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.71 | 32.63 | 23.4 | 32.7 | 17.61 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.46 | 35.73 | 26.89 | 36.39 | 17.67 |
Franklin India Prima Fund-Growth | 01-12-1993 | 13.2 | 30.21 | 21.81 | 27.78 | 14.91 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.85 | 31.44 | - | - | - |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.59 | 31.49 | 22.4 | 29.22 | 14.86 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.48 | 33.15 | 23.77 | 33.37 | 17.4 |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 10.98 | 25.68 | 18.66 | 29.86 | 17.01 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 9.72 | 30.87 | 24.64 | 32.71 | 17.31 |
Small Cap
6.87%
Others
4.82%
Large Cap
17.52%
Mid Cap
70.79%