Category: Equity: Mid Cap |
Launch Date: 01-12-1993 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 1.76% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 12,285.44 Cr As on 30-05-2025(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 | 15.87 |
Sharpe Ratio | 1.17 |
Alpha | 0.91 |
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 Prima Fund-Growth | 01-12-1993 | 5.77 | 27.24 | 29.98 | 27.89 | 15.48 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.91 | 32.33 | 32.73 | 30.63 | 17.79 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.76 | 29.53 | - | - | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.63 | 31.38 | 32.23 | 33.8 | 18.23 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 10.2 | 32.22 | 36.02 | 36.73 | 17.81 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 7.27 | 29.48 | 30.36 | 29.61 | 15.44 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 6.44 | 27.62 | 32.75 | 33.16 | 17.98 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.21 | 29.98 | 31.26 | 33.44 | 18.14 |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 5.89 | 26.26 | 27.57 | 31.03 | 18.1 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 5.87 | 24.46 | - | - | - |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
17.39%
Others
4.5%
Large Cap
13.23%
Mid Cap
64.9%