Category: Equity: Mid Cap |
Launch Date: 02-02-2014 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 1.58% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 27,780.18 Cr As on 30-04-2025(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 | 18.77 |
Sharpe Ratio | 1.05 |
Alpha | 5.72 |
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(%) |
---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.35 | 33.8 | 32.74 | 36.82 | 17.75 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 23.52 | 35.51 | 30.2 | 30.58 | 17.94 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 18.36 | 33.46 | 29.28 | 33.79 | 18.24 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.97 | 31.63 | - | - | - |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 14.25 | 32.16 | 28.31 | 29.76 | 15.54 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 14.23 | 32.84 | 29.16 | 33.56 | 18.17 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 13.14 | 27.14 | - | - | - |
Franklin India Prima Fund-Growth | 01-12-1993 | 12.85 | 29.8 | 27.55 | 27.85 | 15.51 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.69 | 30.71 | 30.17 | 33.17 | 17.96 |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 12.4 | 27.92 | 24.9 | 30.78 | 18.09 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Others
25.2%
Large Cap
9.05%
Mid Cap
65.77%