| 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 | -0.2 |
| 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 | -1.88 | 16.86 | 20.63 | 19.81 | 15.56 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 4.92 | 24.94 | 25.97 | 24.77 | 18.62 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 4.04 | 18.41 | 24.63 | 25.63 | 18.55 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 3.78 | 15.73 | 19.51 | 22.35 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 3.57 | 19.08 | 21.1 | 22.73 | 16.2 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 2.82 | 19.79 | 24.42 | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 0.88 | 18.58 | 22.81 | 23.31 | 15.71 |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 0.78 | 13.77 | 20.58 | 20.94 | 16.1 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | -0.22 | 21.03 | 23.97 | 25.24 | 18.55 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | -0.35 | 16.04 | 19.77 | - | - |
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%