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 | -1.18 | 22.14 | 21.73 | 23.92 | 15.71 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.6 | 29.43 | 27.45 | 27.43 | 18.6 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 4.15 | 24.35 | 25.18 | - | - |
Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 2.17 | 22.92 | 21.5 | 26.93 | 18.41 |
HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.8 | 22.05 | 25.16 | 28.4 | 18.24 |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 1.35 | 24.08 | 21.66 | 25.93 | 15.89 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.26 | 21.96 | - | - | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.14 | 26.45 | 23.88 | 28.44 | 18.38 |
PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.85 | 15.84 | 13.64 | 23.92 | 15.96 |
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 0.4 | 23.17 | 24.38 | 28.66 | 18.32 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
17.59%
Others
1.49%
Large Cap
14.66%
Mid Cap
66.28%