| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.77% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,831.02 Cr As on 31-12-2025(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 | 14.63 |
| Sharpe Ratio | 1.07 |
| Alpha | - |
| 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 | 6.54 | 12.19 | 21.51 | 18.22 | 15.38 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 17.25 | 14.83 | 22.43 | 21.45 | 16.67 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 13.94 | 14.22 | 25.39 | 24.52 | 18.72 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 13.87 | 10.38 | 19.73 | 19.84 | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.1 | 14.57 | 25.19 | - | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.38 | 17.68 | 25.47 | 21.72 | 17.99 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.46 | 13.65 | 23.98 | 21.13 | 15.57 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 11.3 | 14.39 | 23.75 | 19.43 | 16.31 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 11.27 | 11.35 | 19.95 | 19.61 | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 11.19 | 12.64 | 24.52 | 23.15 | 18.5 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
15.56%
Others
4.21%
Large Cap
14.52%
Mid Cap
65.72%
There are no scheme documents available