Category: Equity: Mid Cap |
Launch Date: 24-02-2014 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 0.68% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 32,048.08 Cr As on 30-06-2025(Source:AMFI) |
Turn over: 131% | Exit Load: Yes |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Standard Deviation | 18.01 |
Sharpe Ratio | 1.54 |
Alpha | 7.42 |
Beta | 0.88 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund-Direct Plan-Growth Option | 24-02-2014 | 7.38 | 32.23 | 30.29 | 36.05 | 18.18 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.07 | 31.37 | 27.88 | 28.85 | 17.19 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.21 | 25.41 | - | - | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 9.13 | 28.71 | 25.33 | 30.58 | 16.92 |
Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 8.09 | 24.78 | 22.29 | 28.92 | 17.14 |
PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 6.81 | 16.89 | 14.61 | 26.22 | 14.38 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 6.35 | 30.86 | 28.91 | 34.52 | 16.79 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.27 | 26.22 | 23.87 | 28.02 | 14.01 |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 6.19 | 26.68 | 22.42 | 28.07 | 14.46 |
Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 6.15 | 22.01 | 18.71 | 23.12 | 14.88 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Others
16.62%
Large Cap
14.54%
Mid Cap
68.86%