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 long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of midcap companies. From time to time, the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction.
Expense Ratio | 0.6 % |
Launched 5Y ago | 2019-07-29 |
AUM in Crores | 14921.6 |
ISIN | INF769K01FA9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 16.7 |
Beta | 1 |
Sharpe Ratio | 0.6 |
YTM | - |
Indian Bank
2.68%The Federal Bank Ltd.
2.55%Lupin Ltd.
2.43%Prestige Estates Projects Ltd.
2.4%Gland Pharma Ltd.
2.39%Financial
16.76%Healthcare
13.19%Services
11.18%Capital Goods
7.6%Automobile
7.02%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 23,379 cr |