Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Expense Ratio | 1.14 % |
Launched | - |
AUM in Crores | 5502.1 |
ISIN | INF209K01Q30 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 16.2 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
YTM | - |
Torrent Power Ltd.
3.56%Coromandel International Ltd.
3.18%Cholamandalam Financial Holdings Ltd.
2.86%Glenmark Pharmaceuticals Ltd.
2.74%Fortis Healthcare Ltd.
2.71%Financial
20.13%Healthcare
12.4%Metals & Mining
9.21%Services
7.54%Technology
6.86%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |