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 aims to provide investors with opportunities for long term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of Midcap companies.
Expense Ratio | 0.92 % |
Launched | - |
AUM in Crores | 20890.3 |
ISIN | INF200K01TP4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
YTM | - |
Others
5.73%Torrent Power Ltd.
4.57%Crisil Ltd.
3.19%Carborundum Universal Ltd.
3.17%Sundaram Finance Ltd.
3.05%Financial
15.08%Healthcare
13.48%Services
9.53%Capital Goods
8.96%Materials
8.72%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 23,379 cr |