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 | 0.81 | 21.68 | 21.22 | 24.17 | 15.15 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.43 | 29.61 | 26.84 | 27.58 | 18.17 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 7.44 | 24.26 | 24.25 | - | - |
Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 6.67 | 23.56 | 22.1 | 27.65 | 18.02 |
HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 5.05 | 21.98 | 25.08 | 29.03 | 17.86 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 4.11 | 26.84 | 23.84 | 28.98 | 17.83 |
Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 3.98 | 19.89 | 18.28 | 25.07 | - |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 3.98 | 24.22 | 21.22 | 25.99 | 15.44 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 3.75 | 21.71 | - | - | - |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 3.72 | 25.35 | 24.24 | 23.93 | 16.16 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
16.67%
Others
2.5%
Large Cap
13.94%
Mid Cap
66.89%