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 seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Expense Ratio | 0.68 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 9540.9 |
ISIN | INF917K01FZ1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.1 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
Suzlon Energy Ltd.
5.28%Cummins India Ltd.
3.15%Godrej Properties Ltd.
2.9%JSW Energy Ltd.
2.82%Trent Ltd.
2.8%Capital Goods
34.26%Services
21.1%Financial
8.33%Construction
7.01%Healthcare
6.91%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr | ||
₹ 25,723 cr |