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 provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
Expense Ratio | 1.33 % |
Launched 8Y ago | 2017-01-25 |
AUM in Crores | 276.7 |
ISIN | INF397L01JK8 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.3 |
Beta | 1 |
Sharpe Ratio | 0.6 |
Shakti Pumps (India) Ltd.
5.52%Trent Ltd.
4.05%UNO Minda Ltd.
3.44%Bharat Electronics Ltd.
2.96%The Federal Bank Ltd.
2.73%Services
13.49%Financial
12.99%Capital Goods
12.94%Automobile
11.83%Healthcare
6.4%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |