| 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 | 2.88 | 21.93 | 22.21 | 22.68 | 15.63 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.75 | 29.28 | 26.88 | 27.19 | 18.63 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.54 | 25.1 | 25.47 | - | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 8.81 | 25.5 | 22.31 | 26.02 | 16.28 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 8.01 | 20.43 | 20.62 | 25.19 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 7.77 | 22.61 | 25.67 | 28.69 | 18.51 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 6.98 | 20.63 | - | - | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 6.62 | 19.82 | 19.4 | 24.61 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.39 | 23.83 | 24.18 | 26.05 | 15.7 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 5.61 | 26.0 | 24.42 | 28.17 | 18.59 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
16.14%
Others
3.42%
Large Cap
14.12%
Mid Cap
66.32%