Category: Equity: Mid Cap |
Launch Date: 01-01-2013 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 0.4% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 9,241.96 Cr As on 30-04-2025(Source:AMFI) |
Turn over: 53% | Exit Load: Yes |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.
Standard Deviation | 17.04 |
Sharpe Ratio | 1.05 |
Alpha | 3.05 |
Beta | 0.95 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Edelweiss Mid Cap Fund - Direct Plan - Growth Option | 01-01-2013 | 17.12 | 34.4 | 30.42 | 36.1 | 19.15 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 20.05 | 33.08 | 28.53 | 31.11 | 17.17 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 17.26 | 33.68 | 32.65 | 38.16 | 17.51 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.56 | 32.58 | 28.57 | 34.13 | 17.69 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 15.2 | 31.04 | - | - | - |
Franklin India Prima Fund-Growth | 01-12-1993 | 11.94 | 29.58 | 27.08 | 29.36 | 15.11 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.23 | 31.93 | 27.83 | 31.0 | 15.19 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 11.19 | 26.47 | - | - | - |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.03 | 32.31 | 29.05 | 35.01 | 17.62 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 10.58 | 31.38 | 30.28 | 34.66 | 17.57 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
11.77%
Others
3.0%
Large Cap
10.26%
Mid Cap
74.51%