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 achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Expense Ratio | 0.48 % |
Launched 11Y ago | 2013-12-02 |
AUM in Crores | 10302.1 |
ISIN | INF663L01DV3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.9 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
Others
4.45%Dixon Technologies (India) Ltd.
3.13%Max Healthcare Institute Ltd.
2.89%UNO Minda Ltd.
2.75%Persistent Systems Ltd.
2.62%Services
17.3%Healthcare
13.59%Financial
12.91%Capital Goods
9.2%Automobile
8.25%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |