| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,911.38 Cr As on 28-11-2025(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 | 2.21 | 14.19 | 21.7 | 18.27 | 15.34 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 12.04 | 16.17 | 22.4 | 20.92 | 16.19 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 9.58 | 12.1 | 19.59 | 20.27 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 8.5 | 16.2 | 24.82 | 24.12 | 18.34 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.04 | 21.13 | 25.95 | 22.23 | 17.85 |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 6.8 | 12.23 | 21.55 | 19.25 | 15.91 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 6.71 | 17.07 | 25.26 | - | - |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 5.62 | 14.33 | 20.18 | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 5.33 | 13.67 | 24.46 | 22.98 | 18.19 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 5.16 | 15.58 | 23.76 | 21.14 | 15.26 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
15.54%
Others
2.78%
Large Cap
14.1%
Mid Cap
67.57%
There are no scheme documents available