Category: Equity: Mid Cap |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY Midcap 150 TRI |
TER: 2.03% As on (31-05-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,173.97 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 71% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
Standard Deviation | 12.5 |
Sharpe Ratio | 1.3 |
Alpha | 0.34 |
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(%) |
---|---|---|---|---|---|---|
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 01-01-2013 | 48.55 | 31.92 | - | - | - |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 67.93 | 42.87 | 37.65 | 33.5 | 21.7 |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 66.69 | 38.59 | 24.68 | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 58.5 | 37.86 | 27.53 | 30.79 | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 58.35 | 35.04 | 26.86 | 31.32 | 21.07 |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 58.18 | 35.85 | 24.32 | 26.04 | 19.19 |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 56.92 | - | - | - | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 56.0 | 38.13 | 31.11 | 36.85 | 20.56 |
LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 55.12 | 31.99 | 21.89 | 25.2 | - |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 54.88 | 34.52 | 26.64 | 26.17 | 18.22 |
Small Cap
11.47%
Others
3.76%
Large Cap
17.86%
Mid Cap
66.75%