Category: Equity: Mid Cap |
Launch Date: 05-12-2013 |
Asset Class: Equity |
Benchmark: NIFTY Midcap 150 TRI |
TER: 0.47% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 10,302.07 Cr As on 31-03-2025(Source:AMFI) |
Turn over: 38% | Exit Load: W.E.F 10th Jan 2022, Any redemptions/switch-outs would be subject to an exit load of 0.50%, if the units are redeemed/switched out within 90 days from the date of allotment of units NIL - If the units are redeemed/ switched- out after 90 days from the date of allotment of units |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Standard Deviation | 15.32 |
Sharpe Ratio | 0.39 |
Alpha | -5.0 |
Beta | 0.83 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option | 05-12-2013 | 8.13 | 19.73 | 14.75 | 31.01 | 16.26 |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.89 | 31.63 | 23.2 | 28.88 | 16.64 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 13.58 | 35.32 | 27.03 | 35.5 | 17.59 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 12.78 | 31.53 | 23.25 | 31.9 | 17.42 |
Franklin India Prima Fund-Growth | 01-12-1993 | 10.82 | 29.38 | 21.92 | 26.97 | 14.8 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.79 | 30.74 | - | - | - |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.18 | 25.29 | 18.5 | 29.25 | 16.94 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 8.24 | 31.77 | 23.48 | 32.48 | 17.16 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 8.13 | 30.4 | 22.2 | 28.57 | 14.76 |
Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 7.94 | 24.13 | 16.45 | 23.42 | 15.41 |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Small Cap
9.64%
Others
3.77%
Large Cap
21.59%
Mid Cap
65.0%