Category: Equity: Mid Cap |
Launch Date: 02-12-2022 |
Asset Class: |
Benchmark: S&P BSE 150 MidCap TRI |
TER: 2.03% As on (29-02-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,044.39 Cr As on (29-02-2024) |
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year. |
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- IDCW | 02-12-2022 | 46.7 | - | - | - | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 70.93 | 31.57 | 36.02 | 29.63 | 20.0 |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.61 | 31.21 | 22.03 | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.19 | 27.23 | 27.62 | 24.15 | - |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 64.15 | 34.39 | 35.46 | 25.82 | 22.21 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 61.22 | 32.48 | 29.63 | 23.01 | 21.5 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.9 | 28.33 | 28.5 | 24.17 | 20.45 |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 60.02 | - | - | - | - |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 59.23 | - | - | - | - |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 58.19 | 25.41 | 22.45 | 18.51 | 20.38 |
Small Cap
9.64%
Others
3.22%
Large Cap
19.08%
Mid Cap
68.06%