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 | 0.45 % |
Launched 11Y ago | 2013-12-02 |
AUM in Crores | 11284.5 |
ISIN | INF663L01DV3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.4 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
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%Financial
13.49%Services
12.96%Automobile
12.93%Healthcare
10.25%Capital Goods
9.49%Fund Name | Fund Size | |
---|---|---|
₹ 23,898 cr | ||
₹ 27,791 cr | ||
₹ 63,264 cr | ||
₹ 48,307 cr | ||
₹ 16,610 cr |