Category: Equity: Mid Cap |
Launch Date: 09-08-2004 |
Asset Class: |
Benchmark: S&P BSE 150 MidCap TRI |
TER: 1.76% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 9,740.79 Cr As on (31-03-2024) |
Turn over: 32% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
HSBC Midcap Fund - Regular IDCW | 09-08-2004 | 56.14 | 20.33 | 16.92 | 12.63 | 12.58 |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 66.84 | 29.06 | 35.08 | 30.18 | 20.18 |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 63.02 | 29.53 | 22.91 | - | - |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 61.04 | - | - | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 60.3 | 26.33 | 28.11 | 24.44 | - |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 59.56 | 30.46 | 36.05 | 25.87 | 22.48 |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 57.21 | 25.14 | 22.66 | 18.94 | 20.58 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 56.07 | 30.31 | 29.61 | 23.36 | 21.34 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 55.79 | 26.9 | 29.17 | 24.08 | 20.4 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 54.73 | 23.97 | 24.49 | 21.86 | 20.86 |
Small Cap
14.81%
Others
4.14%
Large Cap
16.07%
Mid Cap
64.98%