| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,770.14 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.
| Standard Deviation | 14.76 |
| Sharpe Ratio | 1.03 |
| Alpha | -0.27 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Mid Cap Fund-Growth | 01-12-1993 | 8.25 | 21.58 | 23.09 | 21.96 | 15.76 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.42 | 28.56 | 27.64 | 26.4 | 18.7 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 14.24 | 24.44 | 23.19 | 25.15 | 16.28 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 14.03 | 19.57 | 21.07 | 24.47 | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.93 | 23.93 | 26.57 | - | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 12.6 | 21.74 | 26.41 | 27.71 | 18.62 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 11.15 | 19.83 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 10.26 | 22.86 | 24.89 | 25.11 | 15.73 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 9.97 | 24.46 | 25.42 | 27.04 | 18.62 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 9.62 | 23.17 | 25.56 | 23.08 | 16.75 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
15.2%
Others
3.45%
Large Cap
14.38%
Mid Cap
66.95%