Category: Equity: Mid Cap |
Launch Date: 01-12-1993 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 1.76% As on (31-08-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 12,251.16 Cr As on 29-08-2025(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 | 14.64 |
Sharpe Ratio | 1.01 |
Alpha | 1.17 |
Beta | 0.89 |
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 | -1.21 | 22.23 | 21.79 | 24.14 | 15.73 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.7 | 29.66 | 27.6 | 27.57 | 18.64 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 4.13 | 24.46 | 25.25 | - | - |
Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 2.61 | 23.16 | 21.66 | 27.12 | 18.46 |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 1.91 | 24.33 | 21.82 | 26.17 | 15.94 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.89 | 22.2 | - | - | - |
HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.76 | 22.07 | 25.17 | 28.57 | 18.25 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.09 | 26.57 | 23.96 | 28.59 | 18.4 |
PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.84 | 15.95 | 13.72 | 24.08 | 15.99 |
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 0.45 | 23.23 | 24.42 | 28.78 | 18.33 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
16.67%
Others
2.5%
Large Cap
13.94%
Mid Cap
66.89%