close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Compare Mutual Funds

 
  • Category,
    Sub-category
  • equity, mid cap index
  • equity, mid cap index
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 2 yrs 8 m
  • 3 yrs 4 m
  • Fund Size
  • ₹991 Cr
  • ₹396 Cr
  • 3 months
  • 8.06%
  • 8.43%
  • 6 months
  • 8.25%
  • 10.63%
  • 1 year
  • -6.57%
  • -0.62%
  • 3 year
  • NA
  • 25.36%
  • 5 year
  • NA
  • NA
  • Standard Deviation
  • NA
  • 16.99
  • Sharpe
  • NA
  • 1.37
  • Beta
  • NA
  • 1.02
  • Sortino
  • NA
  • 1.9
  • Alpha
  • NA
  • 1.59
  • Top 3 sectors
    • Services (20.990000000000002%)
    • Healthcare (16.45%)
    • Capital Goods (14.68%)
    • Financial (15.049999999999999%)
    • Services (13.45%)
    • Healthcare (10.569999999999999%)
  • Top 5 holdings
    • BSE Ltd. (7.68%)
    • Max Healthcare Institute Ltd. (4.78%)
    • Coforge Ltd. (4.69%)
    • The Indian Hotels Company Ltd. (4.62%)
    • Persistent Systems Ltd. (4.59%)
    • BSE Ltd. (6.05%)
    • Max Healthcare Institute Ltd. (4.65%)
    • Persistent Systems Ltd. (3.34%)
    • PB Fintech Ltd. (3.24%)
    • Coforge Ltd. (3.16%)
  • Equity%
  • 99.95%
  • 99.96530618%
  • Debt%
  • 0.08%
  • 0.25440004%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 1.1%
  • 0.26%
  • Exit Load
  • 0.5% know more
  • 0.25% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • NIFTY Midcap 150 Moment 50 TRI
  • NIFTY Midcap 50 TRI
  • Min. Investment
  • NA
  • SIP ₹1000 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Medium Term
  • Good for Medium Term
  • Managed By
    • Bhavesh Jain
    • Bharat Lahoti
    • Karthik Kumar
Go to top